Cloud Accounting Software for Marketing and Advertising Agencies

A core financial management solution uniquely tailored to meet the demands of marketing and advertising agencies. Track your campaign and project costs, bill your customers accurately, and allocate your vendor spend–all in one easy-to-use system.

Accounting and financial management solutions for marketing and advertising agencies

Track your campaign and project costs in real-time, bill your customers accurately, and allocate your vendor spending.

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Get real-time visibility with financial reports and role-based dashboards

To make data-driven decisions and run profitable campaigns, agencies need timely, real-time data financial data. Sage Intacct provides reports, dashboards, and visualizations that are ready in real-time and easy to create. That means your Finance team can spend less time in spreadsheets, and more time planning for new projects, new service lines, staffing, and more.

Financial dashboards show important financial information side-by-side for analysis and next-level insights. Project managers and team leads can instantly see their budget vs. actual reporting to ensure they are making financially sound decisions on their projects, without waiting on back-office reports.

Marketing and advertising agencies accounting and financial management solutions with realtime visibility dashboards and reporting

Role-based dashboards and reports for your entire team.

Bill your clients accurately and easily - in any format

Sage Intacct allows you to customize the format of your invoice to include everything you need from time entry detail, ad spend, or lead delivery, and everything in between. Automate every part of your billing process, including allocating your vendor invoices to all the appropriate campaigns.

Sage Intelligent Time, harnesses the power of AI to ensure accurate project costing and stop costly revenue leakage.

Marketing and advertising agencies accounting and financial management solutions with customized invoice format

AI-powered Sage Intelligent Time can stop revenue leakage at the source.

Say goodbye to data silos with seamless integration

Our open API lets you connect your CRM, ad spend, talent management, or any other system. With Sage Intacct as your core financial system, you can build your technology stack with the confidence that your teams are in sync and able to make data-driven decisions.

Marketing and advertising agencies accounting and financial management solutions with open API

Extensive marketplace partners offering pre-built integrations.

Simple and speedy consolidations to manage your organization’s complexity

How can your agency navigate the complexities of operating several legal entities with different currencies and tax jurisdictions? Forget messy spreadsheets and manual reconciliations. Sage Intacct’s sophisticated multidimensional data architecture lets you aggregate transactions and activities across your organization:

  • Multiple entities
  • Multiple currencies
  • Multiple projects and clients
  • Multiple locations

With push-button consolidations, you close the books and get detailed insights in minutes, not weeks. Free your finance team to focus on strategy instead of tasks.

Marketing and advertising agencies accounting and financial management solutions with simple and speedy consolidations

Cut your close time in half with powerful capabilities for multi-currency and consolidation accounting.

Visibility and controls for project managers

Project financial management is critical to your success. But daily data pulls from various systems to cover project costs, billed and unbilled revenue, or resource reports take a long time and are hard to combine. This lack of insight is often at the root of unsuccessful projects.

Sage Intacct provides project managers at marketing and advertising agencies with detailed controls and unmatched visibility into billable time, resource assignment, and project profitability. As a result, you will get invoices out the door faster and improve your cash flow.

Marketing advertising agencies accounting financial management solutions for project managers

See how Sage Intacct can help your project managers make timely decisions, streamline processes, and increase profitability.

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.

FALL 2022
G2 Grid Report

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

Sage Membership

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

Helping you and your business grow with Sage Membership

Professional Services

Comprehensive project accounting software built for professional services.

Product add-on modules for professional services

Intelligent Time Intelligent Time AI-powered timesheets
Project Accounting Project Accounting Stay on-track, on-budget, and profitable
Time and Expense Management Time and Expense Management Maximize revenue and minimize time and effort
Sage Intacct was built to easily connect with multiple business systems; something that has proven crucial to Yesler’s ability to scale as we grew from a small company to a mid-sized enterprise with hundreds of employees and tens of millions in revenue.
Alex Converse
CFO, Yesler, Inc.

Frequently asked questions

What does Sage Intacct offer for marketing and advertising agencies?

Sage Intacct is a comprehensive financial management system with tailor-made features for project-based marketing and advertising agencies. Over 1.5 million projects have run on Sage Intacct. We work with companies that have financial management needs ranging from simple campaign 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 talent 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 marketing agencies 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 talent management, time and expense tracking, vendor management and project billing.

Sage Intacct is a full-featured accounting solution for marketing and advertising agencies. 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, talent 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 marketing agencies 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 are 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 marketing and advertising agencies?

For many growing marketing and advertising agencies, the billing process is too labor-intensive to scale. Billing for services can be complicated depending on the various elements that 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. Automation around time entry, expenses, campaign allocations, 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 marketing and advertising agency 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.