Sage Intacct

Get a fully integrated financial management and accounting system in the cloud.

Together we’ll create opportunities

From core accounting to global financial management, we are your experienced source for Sage Intacct software and its implementation and can help you transform your business with comprehensive functionality.

We’re committed to addressing what matters most to you:

  • Gaining financial visibility into your business performance to make critical decisions
  • Enhancing financial reporting and clarity 
  • Finding a system with the flexibility and simple deployment to meet your business needs
  • Monitoring financials for multiple locations and entities 
  • Accessing real-time financial information from any location with scalable licensing
  • Maintaining financial system security, performance, and availability 
  • Identifying a financial system with better return on investment and lower total cost of ownership
  • Upgrading from QuickBooks software or integrating your financial software into Salesforce

Our experienced, Sage Intacct-certified consulting team provides customized implementations to organizations across a wide range of industries, including:

Industry Benefits
  • Provide access and visibility anytime and anywhere
  • Take advantage of exceptional nonprofit financial management and accounting
  • Monitor and track budgets
  • Streamline reporting and compliance
  • Simplify grant, fund, and donor accounting
  • Master multi-entity and multi-currency requirements
Faith-based organizations
  • Gain real-time financial visibility and operational insights
  • Maintain strong financial controls
  • Streamline reporting and compliance while keeping proper stewardship of funds
  • Realize significant return on investment
  • Get access to breakthrough financial and regulatory reporting anytime and anywhere
  • Seamlessly integrate financial management with key systems
Health care
  • Improve overall performance with real-time operational and financial visibility
  • Make sure you’re billing for the right services
  • Stay within your strict budgets
  • Add entities seamlessly as you add facilities, locations, or business units
  • Seamlessly integrate health care accounting with the rest of your business’s critical applications
  • Strive for optimal security, governance, and compliance
  • Easily manage complex ownership structures
Professional services
  • Gain real-time resource and project financial visibility
  • Streamline and automate time and expense capture
  • Improve utilization by managing resources more effectively
  • Accelerate billing and collection cycles
  • Automate revenue management
  • Deliver real-time accessibility to your mobile workforce
Wholesale distribution
  • Configure Intacct wholesale distribution accounting software to fit the way your business operates
  • Automate manual processes, and eliminate time wasted managing spreadsheets and software applications
  • Understand your most profitable products, channels, and customers
  • Seamlessly connect Intacct with other applications critical to your business
Software and Software as a Service (SaaS)
  • Streamline your quote-to-cash process with seamless integration to Salesforce
  • Support complex revenue arrangements with multiple deliverables
  • Enhance renewal revenue
  • Adapt and comply with evolving revenue recognition guidelines
  • Automate complex billing and order management
  • Seamlessly connect project information with robust financial management
  • Accelerate financial consolidation and close processes
  • Gain real-time financial and operational visibility tailored to your software business
  • Improve the return on your technology investment by dramatically reducing IT costs
  • Manage multiple locations, enhance profitability, and control costs
  • Gain real-time financial and operational visibility tailored to your franchise business
  • Maintain strong financial controls
  • Easily manage complex financial structures
  • Seamlessly integrate franchise accounting software with other applications used to run your business
  • Gain real-time financial and operational visibility tailored to your hospitality business
  • Maintain strong financial controls
  • Easily manage complex financial structures
  • Seamlessly integrate financial management with other applications critical to your business

Experience our client-focused approach

We work with growing organizations to provide financial management and accounting applications that fit into your existing business infrastructure and integrate well with other key applications you use to run your business. The goal? To give you the freedom to choose and deploy the right applications for each of your departments.

We draw on the experiences of our accounting, auditing, tax, and outsourcing professionals who understand your industry. By implementing Sage Intacct, you'll benefit from using our recommended practice financial templates, benchmarking dashboards, and automated business processes.


Sage Intacct premier provider

We not only help you implement the AICPA-certified Sage Intacct software, but also offer many of our own applications for allocation management, which includes uploading and downloading large quantities of data. In fact, due to our success with the software, we are a multi-year winner of the Sage Intacct Partner of the Year Award.

Sage Intacct consulting services

  • Allocation management — allocates your business expenses into its appropriate dimensions
  • Business process review — analyzing your business’s processes, from order entry through invoice and collection
  • Data migration and integration — transferring data to your new system and integrating it with other business and industry-specific applications
  • Implementation services — configuring and testing a new system that is implemented based on your business process review
  • Training — customized training on the new system, whether it’s training an individual, select staff, or the entire business
  • Support — we provide technical and application support from Monday to Friday, 8 a.m. to 6 p.m. ET

Experience the CLA Promise