Talk to a Sage Intacct Expert Design starts with the operating model
Nonprofit & Social Services
Grant and program reportingCloud financial management
Sage Intacct
Built for finance. Designed around you.
Multi-entity accounting, dimensional reporting, automated payables, spend control and AI that keeps finance in charge, in one cloud platform built for finance teams.
- AICPA preferred providerIdentified by Sage as the AICPA Business Solutions preferred provider of financial applications.
- One cloud platformAccounting, automation, reporting and AI in one cloud system built for finance teams.
- Canadian data residencyCanadian customer data is stored in Canada.
- AI with finance in controlBuilt to deliver impact while maintaining confidence, control and accountability.
What is Sage Intacct?
Cloud financial management, built for finance teams, with automation and AI that keep finance in charge.
One system for your , every , every and every .
A true accounting ledger in the cloud. Dimensions on every transaction let one lean chart of accounts report every way you manage.
Every entity in one system, consolidated across currencies and geographies, with a global view and drill into any entity.
Approvals that follow your delegated authority, with budgets checked before spending is committed and payments approved before they are released.
Financial reports and role-based dashboards built around how the organization manages, from the same trusted numbers.
Inside Sage Intacct
Every flow of money. One ledger.
Choose a module to see what it does and how its work flows into the general ledger, where every report begins.
Spend and pay
Cash
Assets
Sell and collect
Projects and time
Plan and comply
Report, consolidate and connect
The core
General Ledger
The heart of Sage Intacct. Transactions from every module post here, and dimensions on every entry let one lean chart of accounts report every way you manage.
- Every module
- General Ledger
- Every report
Modules and features depend on your Sage Intacct edition and configuration. Actual Sage Intacct interface. Demo data shown. It can be customized for your organization.
Why finance teams choose it
From working around your system to working with it.
BeforeConsolidating entities in spreadsheets
With Sage IntacctEvery entity in one systemConsolidate across currencies and geographies, with a global view and drill into any entity.
BeforeA new account code for every combination
With Sage IntacctDimensions on every transactionOne lean chart of accounts that reports by location, department, project, fund or any dimension you manage by.
BeforeKeying and chasing paper bills
With Sage IntacctAP AutomationBills are read, matched to purchase orders line by line, coded and checked for duplicates. The team reviews and approves.
BeforeFinding overspend after it happened
With Sage IntacctSpend ManagementBudgets and funds availability are checked before spending is committed, with an alert or a stop.
BeforeRebuilding the board pack by hand
With Sage IntacctReports and role dashboardsCustom financial reports and role-based dashboards, built around how the organization manages.
BeforeSystems that do not talk to each other
With Sage IntacctOpen APIs and MarketplaceREST APIs, the Sage Intacct Marketplace and Data Flows connect the systems around finance.
BeforeA month end that never seems to end
With Sage IntacctClose agent and reconciliationsClose tasks tracked, issues flagged and accounts reconciled as part of the close.
Ask · Detect · Automate · Import · Act
AI enables. Finance remains in charge.
Finance Intelligence Agent
- What Sage AI does
- Answers questions in plain language, finds records and transactions, runs reports and explains variances with transparent reasoning.
- Where finance stays in charge
- Your administrator turns the agent on, and access follows the permissions set for each user.
Financial Assurance agent and Anomaly Detection
- What Sage AI does
- Flags unusual journal entries against historical patterns and materiality, and flags invoices from unrecognised vendor email addresses.
- Where finance stays in charge
- Entries are caught before they post. Administrators review suspicious senders and can block them before payment.
AP Automation agent
- What Sage AI does
- Reads bills, matches them to purchase orders line by line, codes accounts and dimensions and flags duplicates.
- Where finance stays in charge
- The team reviews and approves. Discrepancies are flagged for review before payment.
AI-powered Import Agent
- What Sage AI does
- Helps bring data into Sage Intacct faster with AI-powered imports.
- Where finance stays in charge
- Imports run inside the user’s role and permissions, and finance decides what is brought in.
Close agent, payment reminders and AI Gateway
- What Sage AI does
- Guides the team through close tasks and flags issues, prepares customer payment reminders, and connects tailored AI through the AI Gateway.
- Where finance stays in charge
- People act: the Close agent guides but does not close the books, reminders are sent by the team, and the AI Gateway works within defined roles, permissions and workflow controls.
Availability varies by capability, subscription, configuration and market. Biviti confirms current availability during solution design.
Industry lens
One platform, shaped to your industry.
Nonprofit & Social Services
Prove restricted funds were used as agreed.
- Sage Intacct capability
- Grant tracking and billing, fund accounting, revenue recognition and Spend Management with commitments.
- The reporting view
- Budget, actual and commitments by fund, program and grant.
Indigenous & First Nations Organizations
Reflect the organization’s own governance across entities and programs.
- Sage Intacct capability
- Multi-entity, dimensions and approvals that follow delegated authority.
- The reporting view
- Separate and consolidated reporting from one ledger.
Senior Care & Community Services
Hold every location and program accountable for its funding and cost.
- Sage Intacct capability
- Location and program dimensions, payroll allocation, purchasing and AP Automation.
- The reporting view
- Staffing cost against budget by location.
Professional & Financial Services
Connect time and projects to billing, or specialist platforms to entity results.
- Sage Intacct capability
- Project accounting, time and expense, revenue recognition and multi-entity.
- The reporting view
- Project margin, utilization and entity results.
Government & Regulators
Spend only what was authorized, and prove it.
- Sage Intacct capability
- Purchasing commitments, Spend Management, approvals and audit trail.
- The reporting view
- Budget, commitments, actuals and what remains.
Construction
Keep job cost, commitments, billing and WIP connected.
- Sage Intacct capability
- Project accounting, purchasing commitments, AP Automation, billing and retainage.
- The reporting view
- Job cost and committed cost by job.
Energy, Utilities & Oil & Gas
Follow capital work to the asset and the entity that carries it.
- Sage Intacct capability
- Multi-entity, project accounting, fixed assets and purchasing.
- The reporting view
- Capital program cost by site, asset and entity.
Retail & Consumer
Make every channel’s settlement reconcile to margin.
- Sage Intacct capability
- Order Entry, purchasing, cash reconciliation and location dimensions.
- The reporting view
- Margin by location and channel.
Facilities & Property Services
Know which costs belong to which contract, and recover them.
- Sage Intacct capability
- Contract and recurring billing, purchasing and project and service cost.
- The reporting view
- Contract margin and recovery by property.
Food & Related Industries
See true margin after freight, rebates and adjustments.
- Sage Intacct capability
- Purchasing, Order Entry, inventory valuation and site and product dimensions.
- The reporting view
- Margin by customer, product and site.
Blueprint
Your Sage Intacct
Every transaction carries
One account code for office supplies
What your people see first
What matters most, and the modules that carry it
Blueprint drawn with Biviti · Illustrative, designed with you in a real project
From Sage
Hear it from a Sage Intacct customer.
A short Sage customer story about faster reporting and deeper insight, told by the finance team that lives it.
Your Sage Intacct partner
Powerful platform. Thoughtful design.
Sage Intacct is only as good as the way it is designed around you. Biviti’s Sage Intacct specialists design, implement, integrate, optimize and support it, so its depth becomes results for your team.
A structured path to go-live
- 01DiscoveryUnderstand the business before designing the solution.
- 02DesignAgree how the future-state operation should work.
- 03BuildTurn the agreed design into a working environment.
- 04ValidateProve the solution through real business scenarios.
- 05Go-LiveMake the transition with financial integrity in view.
- 06SupportCarry confidence into live operations.
Your next step