Sage Intacct for Facilities Management and Cleaning & Security Companies


  • Improve productivity by over 65%
  • Save 40 hours per month on invoicing processes
  • Track budget vs. actual projects costs for 20% more profit


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Sage Customer Success Partner of the Year 2024

Sage Intacct is the best accounting software for Cleaning & Security Companies

When margins are tight getting accurate information is even more important. Sage intacct gives you real-time visibility of profitability at whatever level you need whether that’s groups of customers, types of contracts or services or by account manager.
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Sage Intacct wins Big Innovation award 2021
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As for Sage Intacct, I really enjoy using it. It’s helped to speed up processes with increased efficiency and we can report on things we previously couldn’t. I would definitely recommend Sage Intacct to anyone. Because of Sage Intacct, we're able to process the next set of journals—a lot of the general ledger stuff—a lot quicker. For example, the wage journals coming through our CRM system can now be automated. Previously, they were run on a CSV file, and we had to import them manually. Now, that process has become much quicker, and in turn, we're finding that we can push our deadline to close our month-end accounts sooner.
RAHEEL RAFIQ, FINANCIAL CONTROLLER, PRINCIPLE CLEANING SERVICES
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“The ability to shift to real-time reporting and our need to streamline our finance processes was the reason we selected Sage Intacct. I chose itas because of their consultative approach and the time they took to understand our needs and objectives. They have the skills and depth of experience to deliver the right service for a complicated project like ours.”
ANDREW, CEO, ANCHOR GROUP SERVICES

    We love working with Cleaning, Security & Facilities Management companies

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    Analyse Profitability Across Customers, Contracts, and Sites


    Gain full visibility into your business performance by analysing profit per customer, contract, and site. With Sage Intacct’s powerful reporting tools, you can track revenue streams, compare profitability across multiple locations, and make data-driven decisions to enhance operational efficiency and profitability.

    sage intacct - custom reports for projects profit and loss
    Sage Intacct Profit Report

    Automate On-Charge Cleaning Supplies and Consumable Invoices


    Improve cash flow management by scheduling recurring invoices with ease. Whether for long-term service contracts or repeat orders, Sage Intacct ensures you never miss a billing cycle, reducing manual effort while maintaining consistent revenue collection.

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    Monitor Anticipated and Budgeted Costs with Precision


    Keep your financials on track by monitoring anticipated and budgeted costs against individual contracts, customers, and cost types. Sage Intacct enables you to compare forecasted versus actual spending, helping you stay within budget and manage contract profitability more effectively.

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    Actual Vs Budget Image Sage Intacct
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    Drill Down into Costs for Every Site and Contract


    Understand your expenses in greater detail with drillable reports that allow you to break down costs by site and contract. Instantly access detailed insights into overheads, labour costs, and other expenditures, ensuring you can identify and control unnecessary spending with ease.

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    Never Miss an Invoice with Scheduled Recurring Billing


    Understand your expenses in greater detail with drillable reports that allow you to break down costs by site and contract. Instantly access detailed insights into overheads, labour costs, and other expenditures, ensuring you can identify and control unnecessary spending with ease.

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    Never Miss an Invoice with Scheduled Recurring Billing


    Understand your expenses in greater detail with drillable reports that allow you to break down costs by site and contract. Instantly access detailed insights into overheads, labour costs, and other expenditures, ensuring you can identify and control unnecessary spending with ease.

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    Automate Purchasing with OCR Invoice Scanning


    Take the manual work out of purchasing with integrated OCR (Optical Character Recognition) technology. Easily scan, create, and file invoices directly into your system, reducing data entry errors and improving invoice processing efficiency.

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    Track Hours and Allocate Costs with Timesheets


    Gain accurate workforce insights by tracking and reporting hours worked across contracts. Distribute costs effectively based on non-financial values such as labour hours or project milestones using dynamic allocations, ensuring precise job costing and financial accuracy.

    Sage Intacct Month End Journals

      Sage Intacct's powerful capabilities give your cleaning and security company instant on-demand information that will help you drive profitability and give you the ability to grow with automated finance and powerful reporting

      "As a client, I cannot recommend itas highly enough. Their expertise and support for our unique business needs have been unparalleled. They provided continuous guidance to leverage the platform's full potential, from real-time visibility to automation and integration. Partnering with itas has enhanced our operational efficiency. itas is the partner you want by your side."

      Ethan Soltaniyeh, Finance Director, Ark-H

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      Speak to a Sage Intacct specialist

      If you have any questions about Sage Intacct, would like to organise a personalised demo or if you would like to talk about how much Sage Intacct costs, fill out the form below and a Sage Intacct specialist will give you a call back at a time that suits you.
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      Consolidate multiple entities both in GBP and multiple currencies whilst maintaining the ability to analyse across customer, product, employee, campaign or project

      Watch a Demo
      Core Financials
      Core Financials offers powerful Multi-Dimensional accounting that automates and streamlines your financial processes to give you more control and better insight with less effort.
      Dashboards & Reporting
      Financial reporting and dashboards that turns data into insight. Built with easy to use point and click reporting tools.
      Global Consolidation
      Automate consolidations across multiple currency entities with automatic inter-entity eliminations. Make management reporting easy with consolidated reporting and dashboards.
      Time & Expenses
      Keep your team focused on client goals, not administrative tasks. Track costs by employee, project, customer and other critical business dimensions with Time & Expense Management.
      Yooz Automation
      Yooz for Sage Intacct is a powerful accounts payable solution that is easy to set up and use, helping you automate your invoice processing.
      Credit Hound
      Take control of your accounts receivable with Credit Hound Cloud, the powerful credit control solution designed to streamline debt collection and improve cash flow.
      Industry Accelerator

      A cost-effective and quick deployment with a prebuilt industry template designed
      by our consultants based on feedback from our facilities management customers.

      Accelerate Your Move to Sage Intacct

      For Facilities Management and Cleaning & Security companies, finance is rarely straightforward. Multiple contracts, high-volume costs, compliance requirements, and complex reporting all put pressure on Sage 200. That’s why we’ve built a Facilities Management Migration Accelerator, designed to get you live on Sage Intacct quickly, with the tools and processes you need from day one.

      Rapid Deployment

      A structured 8-week programme that gets you live quickly, so you can focus on delivering services, not waiting on systems.

      Contract-Centric Setup

      Pre-configured dimensions and reporting for contracts, SLAs, sites, and cost centres, giving you instant visibility where margins are won or lost.

      Clean Data Migration

      Bring across opening balances, year-to-date figures, and essential nominal movements, ensuring continuity without unnecessary complexity.

      Integration ready

      Out-of-the-box controls and audit trails to support health & safety, waste, and regulatory reporting.

      Guided Training & Testing

      Role-specific training modules and expert-led workshops to prepare your team with confidence.

      Hypercare Support

      Hands-on support during your first reporting cycle, including month-end close, to ensure a smooth transition.

      Why choose itas as your Sage Intacct partner?


      At itas, we believe in working in partnership with you to deliver the perfect solution that you want and need for your business. As a multi-award winning Sage Partner, our approach is to help you maximise technology to transform the way you work.

      • We really know our stuff
      • We take the hassle away with effective project management
      • We help you get up and running quickly with training that delivers results
      • We are good people to work with that genuinely care about your business
      • We are just a phone call away with no automated queues
      • We are big enough to deliver, but small enough to care
      • We will ensure a smooth transition from your old platform to your new

      The change to any new platform is a journey, and we will be on that journey with you, every step of the way.