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Professional services accounting software and
financial management solutions

Sage Intacct delivers operational and financial visibility for your entire business—not just finance—
for improved automation, profitability and customer satisfaction.

The best accounting software for professional services

In a professional services firm, you need cloud-based accounting software to help ensure profitable operations and improve your customer satisfaction, regardless of industry. Whether it’s digital marketing, IT services, professional employer organizations (PEOs), consulting, advertising, HR services, research, engineering, or another specialized sector, Sage Intacct has the professional services software that combines smooth operational workflows with greater financial visibility to bring your business to new heights. Consolidate your resource management into one efficient platform that scales with you.

Learn how Halloran Consulting Group left QuickBooks behind to achieve banner results:

  • Project margins rose 12% through real-time insights
  • Billable utilization rose from 50% to 68%
  • Monthly close time declined 50% from 20 days to 10

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Professional Services companies
rely on Sage Intacct

Halloran Consulting Group
Tandem Family of Companies
AIM Environmental Group
Red Door Interactive
CTI Clinical Trial Consulting

Professional Service accounting software for business

Accounting for professional services business is not always easy; manually processing and patching together countless Microsoft Excel spreadsheets or QuickBooks instances can start to take its toll. With professional services software for automated project accounting, your data moves seamlessly across your business in easily customizable, unified workflows. Manage projects and profitability by tracking project costs, expediting time-and-expense processes and accelerating project billing. Thanks to prebuilt integration with Salesforce CRM, you can streamline the quote-to-cash cycle – or use our APIs to integrate with a CRM of your choice. Time is a resource; let Sage Intacct automate your processes so you can focus your efforts where it counts.

Learn how Red Door Interactive switched from Microsoft Dynamics to:

  • Save 55 hours on monthly workflows and reporting
  • Reduce accounts payable processing time by 83%
  • Achieve a 9 month payback based on business value

Hear their story

“When our team went in search of a new accounting solution, we were looking for cloud-based options that would be more scalable, flexible, and intuitive for our teams around the world. Sage Intacct was a no-brainer for us because, unlike NetSuite and the other vendors we looked at, it met all of our requirements for integrated time and expense management and multi-entity consolidations, and was robust and adaptable enough to grow with our business over time.”

Brian Lawrence

Senior Director, Finance and Taxation Clinical Trial and Consulting Services (CTI)

Professional services software to manage multiple entities and accelerate global consolidations

As companies grow, the complexities of multi-entity management and global consolidation can become extremely challenging. With Sage Intacct’s professional accounting software, you can quickly create consolidations to manage separate financials for multiple locations and entities across industry segments, service lines, regions, and countries. Sage Intacct automates currency conversions, inter-entity transactions, local tax reporting, and more.

Eliminate manual effort, countless spreadsheets, and multiple QuickBooks instances. With Sage Intacct professional services software, you can close your books faster and bring on the growth.

Learn how the Tandem Family of Companies improved profitability through efficient multi-entity financial management, data-driven decision-making and:

  • Saved 500 person-hours annually by eliminating workarounds
  • Reduced the monthly close 66% from 30 days to just 10
  • Increased EBITDA 194% over 2 years, thanks to data-driven decision-making

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See your entire business when you integrate your systems—seamlessly

Sage Intacct’s visual dashboards and flexible reporting give you unprecedented visibility—from any perspective, top to bottom. See profit-and-loss by business/service, project, manager, region, customer type, task or choose from many other dimensions and metrics – all in real-time – so you know what to improve and where to invest. With secure user-based access, your project teams can make smart decisions and optimize resource use as needed.

Business accounting software needs to integrate with other software, data, tools, and Professional Services Automation (PSA) for greater efficiency and competitive advantage. From CRM to project and resource management, Sage Intacct offers open integration to best-in-class solutions. You select the software that's best for your business and seamlessly integrate it with Sage Intacct.

Learn how Clinical Trial and Consulting (CTI) uses Sage Intacct's Professional Services Accounting Software to drive smart employment decisions with labor cost visibility and achieved:

  • A software payback period of less than 4 months
  • 30 hour reduction managing the monthly close
  • Greater productivity for project reporting—saving 16 hours per month

Hear their story

Resources for services companies

White Paper

Project Financial Management

On-Demand Webinar

Recovering From Crisis: Getting Back to Business in a Post COVID World

Product Demo

Ad Agency Project Accounting