Transform Facilities Management with Sage Intacct

Smart, scalable finance software designed for today’s facilities leaders
Managing multiple sites, juggling contracts, and keeping budgets in check facilities management is anything but simple. Sage Intacct takes the stress out of finance and reporting, giving you the tools to stay ahead.

Whether you’re running a national cleaning firm, maintaining commercial buildings, or overseeing critical services across public spaces, Sage Intacct helps you:

  • Gain a clear view of costs by site, contract, or region
  • Automate billing and project tracking
  • Streamline compliance and reporting
  • Make smarter decisions with real-time data
The Institute of Workplace and Facilities Management (IWFM) logo in black with turquoise lettering on a transparent background.
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Sage Intacct wins Big Innovation award 2021
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We love working with Facilities Management companies

EMS Industries Ltd
EMS Industries Ltd
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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

    Free Datasheet: Sage Intacct for Facilities Management


    Unlock the full potential of your facilities management companies financial management with Sage Intacct! Its powerful reporting tools allow you to dissect profit margins down to the specifics – by customer, by contract, or by site – giving you a clear perspective of where your business stands and where opportunities lie.

    Grab your copy today by filling in the form!

    Common Challenges We Solve for Facilities Management


    Revenue Leakage from Projects

    Facilities management firms often lose revenue when project costs aren’t fully tracked or charged back to clients. With Projects On-Charging in Sage Intacct, you can capture every expense, allocate it accurately, and avoid underbilling — protecting your margins and ensuring every pound is recovered.

    Complex Bill-Back Processes

    Managing bill-backs for subcontractors, shared services, or client-specific costs can quickly become messy and error-prone. Sage Intacct automates the Bill Back Process, ensuring costs are allocated to the right contract or customer. The result: faster, more accurate billing and improved client trust.

    Manual and Inefficient AP/AR Processes

    Managing bill-backs for subcontractors, shared services, or client-specific costs can quickly become messy and error-prone. Sage Intacct automates the Bill Back Process, ensuring costs are allocated to the right contract or customer. The result: faster, more accurate billing and improved client trust.

    Limited Visibility Across Service Lines

    Managing bill-backs for subcontractors, shared services, or client-specific costs can quickly become messy and error-prone. Sage Intacct automates the Bill Back Process, ensuring costs are allocated to the right contract or customer. The result: faster, more accurate billing and improved client trust.

    Multi-Entity and Intercompany Complexity

    Managing bill-backs for subcontractors, shared services, or client-specific costs can quickly become messy and error-prone. Sage Intacct automates the Bill Back Process, ensuring costs are allocated to the right contract or customer. The result: faster, more accurate billing and improved client trust.

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

    Absolutely, without a doubt, Sage Intacct was worth the switch. It's been a game-changer for us, saving us valuable time and aligning perfectly with our business needs. Looking ahead, its robust reporting capabilities will empower us to unlock even greater potential from our data, enabling us to make informed decisions quickly and efficiently.
    SARAH-JANE ASHFORD, FINANCE DIRECTOR, PITKIN & RUDDOCK
    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
    Read the case study

      Types of Facilities Management Company


      Type of FM CompanyFM TypeDescriptionAccounting Issues Sage Intacct Resolves
      Soft FM
      Cleaning Services ProvidersSoft FMDeliver regular and specialist cleaning to maintain hygiene, appearance, and compliance standards across sites.Struggle with tracking labour costs vs contract value. Sage Intacct enables project-based costing, automated billing, and margin analysis.
      Catering & Hospitality ContractorsSoft FMManage on-site catering, staff canteens, and hospitality services to support employee wellbeing and visitor experience.Difficulty allocating stock and consumables to contracts. Intacct provides inventory control, expense allocation, and profitability reporting.
      Security & Concierge FirmsSoft FMProvide manned guarding, CCTV monitoring, access control, and reception services to keep people and assets safe.High volume of staff scheduling and overtime. Intacct integrates workforce costs into financials, ensuring accurate client billing and payroll alignment.
      Groundskeeping & Landscaping CompaniesSoft FMMaintain external environments, including gardens, green spaces, and car parks.Seasonal revenue fluctuations. Intacct allows cash flow forecasting and contract profitability tracking across seasons.
      Reception & Front-of-House ServicesSoft FMHandle visitor management, bookings, and reception duties.Multi-location service contracts. Intacct automates intercompany allocations and provides multi-entity reporting.
      Hard FM
      HVAC Maintenance ProvidersHard FMService and repair heating, ventilation, and air conditioning systems.Costs of parts vs labour often unclear. Intacct tracks costs at project/job level and automates service contract billing.
      Electrical & Plumbing ContractorsHard FMOversee electrical installations, repairs, and plumbing infrastructure.Struggle with revenue recognition on long projects. Intacct supports project accounting and milestone-based revenue recognition.
      Fire Safety & Compliance SpecialistsHard FMMaintain alarms, extinguishers, and emergency systems.Heavy compliance reporting. Intacct provides audit-ready compliance reports and contract-level financial insights.
      Lift & Escalator Maintenance CompaniesHard FMMaintain and repair vertical transport systems.Planned vs reactive maintenance hard to cost. Intacct separates recurring contract revenue from ad-hoc work for accurate P&L visibility.
      Building Fabric & Structural Maintenance FirmsHard FMCare for physical structure, from walls and roofs to flooring.Project overruns impact margins. Intacct offers real-time project cost tracking and variance reporting.
      Integrated & Total FM
      Integrated FM ProvidersIntegrated FMDeliver both hard and soft FM services under one contract.Managing multiple service lines across contracts. Intacct provides consolidated reporting with drill-down by service type.
      Total FM Outsourcing CompaniesTotal FMFully outsourced solution covering all FM services.Complex multi-entity, multi-contract consolidation. Intacct automates consolidation, handles multi-currency, and provides real-time performance dashboards.

      With Sage Intacct, our managers can actually see the impact of their spending. We’ve gone from ordering 36 bottles of polish for a site with one table, to only buying what’s needed. It’s made them budget-focused and accountable.

      Lorraine Hiles, Commercial Director Anchor Group Services

      Sage Intacct Modules for Facilities Management Companies

      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.

      Facilities Management Demonstration


      Why Facilities Management Companies Choose Sage Intacct


      Built for Growth

      With powerful reporting and open integration, Sage Intacct grows with you supporting multi-entity structures, international operations, and evolving compliance needs.


      Automate Admin

      Say goodbye to spreadsheets and manual processes. From purchase orders to billing, Sage Intacct helps you work smarter not harder.


      See More, Do More

      Drill into your numbers at any level whether it’s by client, property, team, or contract. Instantly spot where margins are tight or where resources are stretched.


      Integrate Seamlessly

      Sage Intacct works alongside the systems you already use. Whether it’s CAFM, workforce management, or job scheduling software like Cleanlink, SimPRO, Templa or Joblogic.

      Facilities Management Companies Sage Intacct is ideal for...

      Hard FM Providers

      Sage Intacct is built for asset-heavy Hard FM providers who manage physical infrastructure like HVAC systems, lifts, fire alarms, and building maintenance. These businesses need tight control of budgets, accurate project costing, and compliance with safety regulations. With powerful asset tracking, maintenance scheduling, and cost control, Sage Intacct helps Hard FM providers extend asset lifecycles, reduce downtime, and maintain profitability.

      Soft FM Providers

      For labour-intensive Soft FM companies — managing cleaning, catering, reception, security, or groundskeeping — Sage Intacct provides visibility into costs, workforce allocation, and compliance. With advanced reporting and automation, it helps track high-volume transactions, meet service level agreements, and maintain profitability. Finance teams gain clear insights to keep services efficient, even at scale.

      Integrated FM Providers

      Integrated FM providers need to manage the full spectrum of facility services, often combining hard and soft FM under one contract. Sage Intacct provides a unified finance platform to streamline operations across service lines, balancing asset performance with workforce efficiency. By consolidating data, automating processes, and enabling profitability tracking, Intacct helps integrated FM providers manage complex operations with a single version of the truth.

      Specialist FM Companies

      Sage Intacct is ideal for specialist FM companies focused on areas like catering, cleaning, fire safety, or security. These businesses thrive on precision, consistency, and measurable value in niche services. Intacct supports customised workflows, KPI tracking, and compliance reporting, while giving finance teams the flexibility to expand into new service areas when opportunities arise.

      Local Contractors

      For local and regional FM contractors, often independent or family-run, Sage Intacct offers streamlined invoicing, cashflow insights, and compliance without unnecessary complexity. With user-friendly dashboards and real-time visibility, smaller teams can improve service delivery, strengthen client relationships, and manage cashflow effectively — all while keeping overheads low.

      National or International Providers

      Large FM providers operating across multiple regions or countries need a finance system that can handle complex, multi-entity operations. Sage Intacct consolidates financials across entities, manages multiple currencies, and ensures consistent reporting for multinational clients. With scalable, cloud-based functionality, Intacct supports growth, governance, and regulatory compliance for FM providers working on long-term, multi-site contracts worldwide.

      Build your own interactive demo of Sage Intacct right now



      Why choose itas as your Sage 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.