Sage Intacct for Consultancies

Take Control of Your Consultancy’s Finances
  • Track billable vs non-billable hours with ease
  • Gain visibility into project profitability
  • Streamline reporting with cloud accounting
One of the team will call you at a time that suits you

Manage Your Consultancy’s Finances with Confidence

Sage Intacct is the cloud-based accounting software designed for consultancies, giving you real-time visibility, automation, and the tools to boost profitability and growth. Consultancy projects move fast — but too often, financial insight lags behind. Discover a way to counter challenges and help your consultancy grow.
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Driving Profitability and Growth in Consultancies

Consultancy firms rely on precision, insight, and efficiency — and itas is proud to be the trusted partner that makes this possible. Together with Sage Intacct, we enable consultancies to gain real-time visibility, streamline operations, and create a finance function that supports growth at every stage. From tracking billable hours and managing timesheets, to handling complex project accounting, revenue recognition, and multi-entity reporting, consultancies face a unique set of financial challenges. Sage Intacct helps automate these processes, reducing manual effort and delivering accurate insights into project profitability, cash flow, and client margins.

Our solutions are built around the needs of consultancy businesses — whether management, IT, or specialist advisory firms. With itas and Sage Intacct, you gain a scalable, cloud-based finance system that delivers clarity, compliance, and control, allowing your team to focus on client impact rather than administration. We see our role as more than technology delivery. We create long-term partnerships, providing trusted advice and ongoing support so your consultancy remains agile, efficient, and prepared for whatever comes next.

ASI - Adam Smith International

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“Since we moved to Sage Intacct the month-end has been completely overhauled. Processes are straightforward, integrations work, and we now have clean visibility across all entities.”

Finance Director, Adam Smith International

Value Match

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“Real-time data from Sage Intacct allows us to link financial performance directly to operational decision-making. It gives us the evidence base to allocate resources more effectively, forecast with confidence, and manage hundreds of projects with clarity as we grow.”

David Shields, CEO at Value Match

What challenges do consultancies face?

Managing consultancy projects profitably is tough when systems don’t connect. Manual timesheets, disconnected finance tools, and spreadsheet-heavy processes drain resources and put margins at risk. With Sage Intacct, data flows seamlessly across your firm through unified, customisable workflows. Track project costs in real time, streamline billing, and shift focus from administration to client delivery. Some of the challenges facing consultancy firms include:

Unbilled Hours

Every consultancy knows the frustration of lost hours — meetings that aren’t logged, emails that take longer than expected, small tasks that never make it to the invoice. Over time, these missed hours add up to serious revenue leakage. Without a reliable way to capture billable vs non-billable time, consultancies risk giving away valuable work for free.

Unclear profitability 

Which clients are profitable? Which projects consistently run over budget? For many consultancies, the answer isn’t clear until months later — when the financial year is closing. Without real-time visibility, firms can continue working on unprofitable projects without realising the impact, harming overall growth.

Overstretched teams 

People are your biggest asset — and your biggest cost. If some team members are overloaded while others sit idle, both morale and profit suffer. Many consultancies rely on gut feel rather than clear utilisation reporting, leading to inefficiencies and burnout.

Cashflow gaps 

Even if the work is delivered on time, invoicing often lags behind because of incomplete timesheets, missing data, or manual checks. The result? Cashflow gaps that put pressure on the entire firm. Without automated, accurate invoicing, consultancies may find themselves waiting weeks — or months — to get paid for work already done.

Smarter
Project Accounting
with Sage Intacct

Friday 20th November 12:00am - 1pm | WEBINAR

Join us for this exclusive itas webinar, where Sage Intacct Consultant Nathan Davies will show you how Sage Intacct for Projects transforms the way organisations manage project financials.

“We’ve reduced our client invoicing cycle by around ten working days — a very significant improvement that carries through to all areas of the business.”

JAMES PHILLIPS, FINANCE DIRECTOR, ADAM SMITH INTERNATIONAL

Sage Intacct delivers powerful financial management and real-time insight across your growing consultancy

Cloud-Based Access

Manage your consultancy finances securely from anywhere with no on-premise server maintenance

Project Profitability Dashboards

Get real-time insights to your specific project needs and see margins in real time

Globalisation

Automate consolidations across multiple currency entities with automatic inter-entity eliminations.

Automated Invoicing

Reduce billing delays, increase efficiencies and improve cashflow.

Time & Expenses

Manage your consultancy finances securely from anywhere with no on-premise server maintenance, ensuring flexibility, scalability, efficiency, compliance, and complete peace of mind.

Integrations

Reduce billing delays, increase efficiencies, improve cashflow, and gain real-time visibility into project profitability and overall business performance. Using seamless ties to Salesforce and Joblogic.

Smarter Project & Revenue Management

Consultancies live and die by the accuracy of their project tracking and billing. With Sage Intacct, you can take full control of how and when you recognise revenue — ensuring compliance, consistency, and a real-time picture of profitability across every client engagement.

Percent Completed Method

For long-running projects where revenue can be tied directly to effort or costs, Sage Intacct automates the percentage-of-completion approach:

  • Recognise revenue as work is completed, not just when invoices are raised.

  • Calculate progress using actual costs versus budget, hours worked versus planned hours, or an observed completion percentage.

  • Automatically generate and update revenue recognition schedules as projects evolve.

This gives finance teams a far clearer view of project profitability and keeps reporting aligned with the reality of delivery.

 

Milestone Method

For engagements built around key deliverables, the milestone method provides a flexible alternative:

  • Recognise revenue only when agreed milestones are achieved.

  • Assign unique recognition schedules to each milestone, matching revenue to the exact point value is delivered.

  • Align finance with operations by linking recognition to tangible outcomes, not arbitrary dates.

This approach works best for projects with defined phases or outputs, giving both clients and your team clarity on progress and financial impact.

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 resultts

  • 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.
Award Winning Sage Partner