Sage Intacct for Primary Care


  • Eliminate hosting costs
  • Increase your team efficiencies
  • Gain a consolidated view of your entire business


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itas solutions - sage intacct partner of the year 2020

Sage Intacct helps Primary Care Organisations get instant visibility and control


Managing the financial operations of a primary care organisation presents unique challenges, from handling multiple service lines to ensuring compliance with evolving regulations. Tracking budgets, managing grants, and reconciling interdepartmental costs can be complex and time-consuming without the right tools. Sage Intacct offers a cloud-based financial management solution tailored to meet these specific needs, integrating seamlessly with healthcare systems to streamline reporting and ensure financial accuracy.

With Sage Intacct, you gain confidence in your financial system, helping you take control of spending, monitor financial performance in real-time, and ensure compliance with NHS and private sector requirements. The platform also automates manual processes, reducing administrative burdens so finance teams can focus on strategic planning and supporting frontline care services.

Sage Intacct will give you confidence in your system, helping you get in control of your spending, gain real-time visibility across your organisations and will enable you to automate those time-consuming, manual processes.

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Sage Intacct G2 Summer 2023 - Leader Badge
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Cloud-based software gives you the flexibility to work from anywhere at any time, without expensive upgrades or hosting costs.
Control your purchasing with instant visibility of spend against budget at the point of creating your purchase transaction. Build custom approval routes for purchase orders, purchase invoice approvals and even purchase payments.
Collaboration tools enable you to make communication easy. Post questions on transactions and attach documents in to go completely paperless.
Simplify the management of multiple organisations. Automate consolidated reporting including inter-entity eliminations. Post inter-entity journals across organisations and automate your double entry.

Primary Care Organisations like yours that trust us


Below are just some of the names of the lovely healthcare customers we work with.
Modality HealthCare
maven healthcare
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Allied Pharmacies
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Primary Care 24, a leading provider of urgent and primary care services, transformed its financial operations with Sage Intacct.


"Why didn’t we do this earlier? This is amazing. It’s so much quicker and easier, and we now have so much more time for strategic work."

Hazel Locker, FINANCIAL DIRECTOR - Primary Care 24

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Powerful Accounting Software for Primary Care Organisations

Streamlined Financial Process

Sage Intacct automates key accounting functions such as accounts payable, accounts receivable, and general ledger management. This automation reduces manual data entry, minimises errors, and accelerates month-end closings, allowing your finance team to allocate more time to strategic initiatives.


Real-Time Financial Visibility

With customisable dashboards and real-time reporting, Sage Intacct provides immediate access to critical financial metrics. This visibility enables primary care organisations to monitor performance across various departments, track revenue streams, and make informed decisions promptly.


Multi-Entity Management

For organisations managing multiple clinics or service lines, Sage Intacct simplifies financial consolidation. It allows for seamless aggregation of financial data across entities, providing a comprehensive view of the organisation's financial health without the need for complex manual reconciliations.

Compliance and Audit Readiness

Sage Intacct's robust reporting capabilities ensure that your organisation maintains compliance with industry regulations. The system facilitates easy generation of audit trails and compliance reports, reducing the stress and workload associated with regulatory audits.

Scalability to Support Growth

As your primary care organisation expands, Sage Intacct scales with you. Its flexible architecture supports the addition of new entities, service lines, and users without compromising performance, ensuring that your financial management system grows alongside your operations.

Spend Management

Control spending with budget-based alerts and automated tracking. Get instant visibility of spend against budgets, empowering you and your team to make smarter, data-driven purchasing decisions while improving cost efficiency and financial planning.


Vera Whole Health increased efficiency by 25% and reduced month end close time by 70%

“We’re a high-growth organisation and using Sage Intacct to track expenses and project our future costs equips our leadership team with better insight to ensure optimal staffing and set expectations correctly for new clients.

Upgrading to Sage Intacct has streamlined our closing processes which is a big boost to the team’s productivity and morale, and the flexibility to access the system outside the office is a great fit with our remote work policy. ”

Brian Goldrick, Director of Accounting, Vera Whole Health

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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.