Managing Constant Change Takes Powerful Software

Streamline, automate, and unify financial and operational processes, throughout the service delivery lifecycle to increase revenue opportunities, improve financial decision making, and boost profitability with Sage Intacct project accounting, project management, and services resource planning software. Focus on delivering exceptional client value, ensuring project profitability, reducing costs, and improving your company’s bottom line. Connect project information with robust financial management, and establish a single source of financial data throughout the service delivery lifecycle with our end-to-end solutions.

More services firms are turning to our solutions for smarter financial project management that improves service delivery and increases profitability. With Sage Intacct, you enjoy real-time visibility into project status, automated invoicing, streamlined approvals, and other efficient workflows. The results: faster cash flows, reduced revenue leakage, stronger margins, and more accurate forecasts.

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confessions software CFO

Confessions of a Services Company CFO

Revenue Management. Project Management. Customer Satisfaction. Employee Utilization. Do these worries sound familiar? Do they keep you awake at night?

Optimize your organization

Gain real-time resource and project financial visibility

Use our professional services accounting software to gain real-time visibility into all aspects of your services business—whether you’re interested in the most profitable clients, the true cost of projects, the cost tied to each service delivery employee, or any other aspect unique to your business—by centralizing all project-related financial and operational information on real-time, role-based dashboards. Improve cash flow management and revenue forecasting with real-time visibility into current project inflows, outflows, and revenue streams. Enable users to generate custom reports and analytics to meet specific business needs using robust ad hoc reporting capabilities.[

Streamline and automate time and expense capture

Maximize revenue, minimize leakage, and improve forecasting accuracy by making sure you track 100% of services rendered—from invoicing every billable transaction to proactively managing project costs. Make it easy for employees or contractors to enter time and expense from anywhere, at anytime. Boost the accuracy of invoices and reduce revenue leakage by automatically capturing client billable and non-billable time, employee expenses, and other project related costs.

Optimize utilization by managing resources more effectively

Improve resource utilization rates by gaining complete visibility into every aspect of your resource management needs, helping to increase overall resource utilization, and manage and deploy resources based on employee skills, interests, experience, and availability.

Accelerate billing and collection cycles

Gain deep insights into project costs, margins, and profitability, improving forecast accuracy for similar projects. Streamline the invoicing cycle by automatically generating invoices from timesheets, expenses, purchases, accounts payable, and other project-related transactions. Track even the most complex billing terms—including one time, recurring, fixed price, cost plus, and many more—with powerful project and billing rules and schedules. Quickly and easily customize your invoices to your company’s brand using custom or out-of-the-box templates.

Automate revenue management

The way you bill customers may vary from the way you recognize revenue. For example, you may bill a customer 50 percent upfront and 50 percent upon project completion, but recognize the revenue at regular intervals as you deliver the service. Our solutions automate the recognition and deferral of project-based revenue—saving your finance team time and improving accuracy.

Deliver real-time accesibility to your mobile workforce

Our solutions make it easy for your increasingly distributed workforce and client-base to enter time and expense data from anywhere, at any time, so it’s available immediately to your professional services and finance organizations. Give distributed staff and stakeholders secure access to the most current data—at any time, from anywhere—using a web browser.