Cloud Accounting Software to Help HR and PEO Service Providers Drive Sustainable Growth

A core financial management solution tailored to meet the unique business practices of Human Resources (HR), payroll service providers, and Professional Employer Organizations (PEO). Track your project costing, bill your customers, and manage all financial processes from a single, easy-to-use accounting software.

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Accounting and Financial Management Solutions for Human Resource and PEO Service Providers — See how TandemHR cut their close process by two thirds while consolidating financials for dozens of entities in minutes instead of days.

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Real-time visibility with financial reports and role-based dashboards

HR service providers and PEOs need timely, insightful financial reporting to make data-driven decisions on their client contracts. Sage Intacct provides advanced reports, dashboards, and visualizations that are ready in real-time, allowing finance leaders and executives to look forward and plan for new projects, new service lines, staffing, and more – based on what’s really happening.

Financial dashboards let you display

Custom date range period
Department and profit centers
Clients or contract types
Custom characteristics you assign
Key performance indicators and trends

All of this data is presented in real-time and displayed side-by-side for analysis and next-level insight. Project and client managers can instantly see their budget vs actual reporting to ensure they are making financially sound decisions without waiting on back-office reports.

Human Resource and PEO Service Providers Accounting and Financial Management Solutions with Realtime Visibility Dashboards and Reporting

Dashboards and reports designed for how you do business.

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Bill your clients accurately, easily, and using any format

HR service providers and PEOs need to bill their clients by subscription, time and expense, fixed fee, milestone, and many other unique billing types. Sage Intacct can account for even the most complex billing requirements and provide endless customizations to your invoice formats.

With our new Sage Intelligent Time, you can harness the power of artificial intelligence to ensure accurate project costing and stop costly revenue leakage. These features combine to reduce the manual and tedious task of preparing invoices and recognizing revenue every month, so you can scale your business while increasing your cash flow.

Human Resource and PEO Service Providers Accounting and Financial Management Solutions with Easy and Accurate Billing

AI-powered Sage Intelligent Time delivers unmatched accuracy for timesheets.

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Work smarter with seamless system integration

Modern businesses understand that it takes more than one system for your company to operate successfully. Sage Intacct is designed to be your financial engine to your larger technology stack. Ensure your entire team stays in sync with trusted data across the different systems they rely on.

Connect your CRM, HRIS, resource management, or any other system using our open API. With Sage Intacct as your core financial system, you can build your technology stack with the confidence that everyone is informed and able to make data-driven decisions.

Human Resource and PEO Service Providers Accounting and Financial Management Solutions with Seamless Integration

Extensive marketplace partners offering pre-built integrations.

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Streamline consolidations to manage your organization’s complexity

The addition of multiple legal entities or operations in various countries can add complexity for your finance team that could consume massive amounts of time and effort every time they close the books.

How can your business achieve efficiency and clarity when you’re working through multiple tax jurisdictions and delaying key financial status information for weeks on end? Forget the headaches of spreadsheets and manual reconciliations. Sage Intacct’s general ledger structure lets you aggregate transactions and activities across your entire organization:

Multiple entities
Multiple currencies
Multiple projects and clients
Multiple locations

With push-button consolidations, you get fast closings and real-time analytics – in minutes, not weeks. Free your finance team to focus on strategy instead of tasks.

Human Resource and PEO Service Providers Accounting and Financial Management Solutions with Quick and Simple Consolidations

Tailor made features for multi-currency and consolidation accounting.

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Sage Intacct accounting software products— #1 in customer satisfaction

We’ve earned the highest customer satisfaction in the industry from G2 since we focus on delivering an integrated accounting solution that puts your success first.

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See why Sage Intacct is the #1 accounting software solution in customer satisfaction.

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Anyone with a subscription to Sage software has automatic access to all the benefits of Sage Membership.

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Professional Services

Comprehensive project accounting built for service organizations

Professional ServicesComprehensive project accounting built for service organizations
Engineering CompaniesTrack your project costing, bill your customers, and manage all your service lines
Human Resource and PEOsTrack your project costing, bill your customers, and manage all financial processes
IT Service CompaniesTrack your project costing, bill your customers, and manage all your service lines
Management Consulting FirmsReal-time insights, billing, consolidations for management consulting firms
Marketing and Advertising AgenciesTrack your campaign and project costs, bill your customers accurately, and allocate your vendor spend
Service-Based BusinessesTrack your project costing, bill your customers, and manage all your service lines
Staffing and Recruiting AgenciesTrack your project costing, bill your customers, award commissions, and manage all your service lines

Product add-on modules for professional services

Intelligent Time AI-powered timesheets

Project Accounting Stay on-track, on-budget, and profitable

Time and Expense Management Maximize revenue and minimize time and effort

Resources for professional services companies

Analysts research

2022 Professional Services Maturity™ Benchmark Report

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6 Key Metrics for Professional Service Organizations Sage Intacct

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Sage Intacct Product Tour for Project Financial Management

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AI and the Future of Financial Management

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5 KPIs for Professional Services

We’ve been able to make great decisions based on our information from Sage Intacct. We perform extensive profitability analysis by clients and line of business, and that’s allowed us to choose which service models are most effective and valuable to our clients.

Tanya Yakhnis

CFO, Tandem Family of Companies

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Frequently asked questions

What does Sage Intacct offer for HR service providers and PEO organizations?

Sage Intacct is a comprehensive financial management system with tailor-made features for project-based service businesses. Over 1.5 million projects have run on Sage Intacct. We work with companies that have financial management needs ranging from simple cost tracking to detailed project task cost allocation and complex billing requirements. Our cloud-based system is centered on a high-powered general ledger that provides dimension-level tracking for all of your transactions. That means you can significantly reduce the number of GL accounts you use, while also significantly expanding the way you report on your data. With automation of processes related to project costing, vendor management and accounts payable, project billing, time and expense tracking, and resource management, Sage Intacct can allow your finance team to focus on strategy instead of administrative processes.

What is Professional Service Automation (PSA), and how does Sage Intacct provide PSA support?

Professional Service Automation (PSA) is a phrase often used to refer to a wide range of software features built to serve service organizations such as IT consulting, outsourcing, and many other types of service providers. Many PSA software providers will use the term to refer to features related to the front of the project life cycle, such as proposals, estimates, and forecasting. PSA can also include resource management, time and expense tracking, vendor management, and project billing.

Sage Intacct is a full-featured accounting solution for professional services. Customers rely on Sage Intacct to ‘own the dollar’ for all of their project financial management needs. This covers project budgeting, billing, time and expense, AR/AP, vendor management, purchase orders, and much more. By ‘owning the dollar’ our features extend to provide robust project financial reporting, resource management, and a suite of tools designed for operations and project managers.

Why are Sage Intacct Artificial Intelligent timesheets changing the game for businesses that require time tracking?

Many service-based businesses constantly face revenue leakage, low utilization, and strained project profit. Accurate and complete time entry is a major contributing factor to these struggles. Sage Intelligent Time is the only AI-powered time entry system built into a full-featured ERP system. Sage Intelligent Time provides each member of your team with an AI-powered time assistant that provides suggested time entry cards based on that employee’s calendar, email, and other activity. Using machine learning, the Time Assistant gets smarter and continuously improves the speed and accuracy of your teams’ timesheet.

Sage Intelligent Time is providing a solution to an age-old problem for service-based businesses. Artificial intelligence and machine learning provide a tangible tool for your team to receive continuous and trusted insights regarding their time. With this insight, your project managers can make better decisions, your project pricing is more accurate, and your invoicing and close process are faster than ever.

How does Sage Intacct improve the billing process for HR service providers and PEO companies?

For many growing HR service providers and PEO companies, the billing process is too labor-intensive to scale. Billing for services can be complicated depending on the various elements you need to include on your invoice. Sage Intacct is built to handle even the most complex invoicing requirements, as well as the variety of revenue recognition methods that can be associated with them, including ASC 606. Automation around time entry, expenses, purchase orders, vendors, and all the other components required for billing, are instantly available for your team to quickly draft and issue invoices. Sage Intacct helps you to scale your business without being held back by cumbersome processes.

What type of financial reporting for a service-based business does Sage Intacct provide?

When it comes to financial reporting, automation, accuracy, and customization are critical requirements for an effective solution. Sage Intacct financial reporting excels at all three. By leveraging the general ledger’s dimensions, reports can be grouped and sorted in a near unlimited way. Financial reporting done right can provide the insight your financial team needs to go from burdened with administrative tasks to focus on strategic planning. Whether you’re creating multiple profit and loss reports or automating project reports for your project managers, Sage Intacct can handle what you need.