Cloud Accounting for Staffing and Recruiting Agencies

A complete financial management solution powerful enough to meet the high demand of staffing and recruiting agencies. Track your project costing, bill your customers, award commissions, and manage all your service lines from a single, easy-to-use accounting software.

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Accounting and financial management solutions for staffing and recruiting agencies
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Epitec
Premier Talent Partners

Achieve unmatched visibility with financial dashboards and reporting

Staffing and recruiting agencies need timely, detailed financial reporting to make data-driven decisions to drive profitable engagements with their clients. Sage Intacct provides easy-to-create reports, dashboards, and visualizations that are instantly available, allowing finance leaders and executives to plan for new contracts, new service lines, billing rates, and more – based on what’s really happening.

Financial dashboards let you display important financial information side-by-side for analysis and next-level insight. Project managers and team leads can instantly see their budget vs actual and placement reporting to ensure they are making financially sound decisions when responding to client requests.

Staffing and recruiting agencies accounting and financial management solutions with realtime visibility dashboards and reporting

Give your team the dashboards and reports they need.

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Bill your clients accurately, easily, and using any format

Staffing and recruiting agencies need to bill their clients in a variety of ways. Sage Intacct allows you to bill for time and expense, fixed fee, placement, subscriptions, and much more. By reducing the manual and tedious tasks of preparing invoices and recognizing revenue every month, you can scale your business and increase your cash-flow.

With the new Sage Intelligent Time, your team can harness the power of artificial intelligence to ensure fast and accurate job costing and speed up billing and compensation.

Staffing and recruiting agencies accounting and financial management solutions with customized invoice format

AI-powered Sage Intelligent Time is changing the game for time entry.

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Build your technology stack with seamless integration

With Sage Intacct as your financial system, you can leverage our APIs to connect your office and ensure your entire team stays in sync. Integrate with your CRM, HRIS, payroll, or any other system thanks to our best-in-class approach. With Sage Intacct you can build your technology stack with the confidence that everyone is working from a single source of financial truth and be able to make data-driven decisions.

Staffing recruiting agencies accounting financial management solutions with seamless integration

Extensive marketplace partners offering pre-built integrations.

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Powerful consolidations to manage your organization’s complexity

How can your business achieve efficiency and clarity when you’re operating several legal entities with different currencies and tax jurisdictions? Forget the headaches of spreadsheets and manual reconciliations. Sage Intacct’s sophisticated multidimensional database lets you aggregate transactions and activities across your 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.

Staffing and recruiting agencies accounting and financial management solutions with quick and simple consolidations

Multi-currency and consolidation accounting that can cut your close time in half.

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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 Staffing and Recruiting 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.

Staffing recruiting 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.

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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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Professional Services

Comprehensive project accounting built for service organizations

Product add-on modules for professional services

Intelligent TimeIntelligent TimeAI-powered timesheets
Project AccountingProject AccountingStay on-track, on-budget, and profitable
Time and Expense ManagementTime and Expense ManagementMaximize revenue and minimize time and effort

Resources for professional services companies

6 Key Metrics for Professional Service Organizations Sage Intacct
White paper
6 Key Metrics for Professional Service Organizations Sage Intacct
Sage Intacct Product Tour for Project Financial Management
Product tour
Sage Intacct Product Tour for Project Financial Management
AI and the Future of Financial Management
Webinar
AI and the Future of Financial Management
5 KPIs for Professional Services
White paper
5 KPIs for Professional Services
View all resources for professional services companies
We can really take a deep dive on each project, on each customer, and determine what’s profitable and what isn’t. We were able to make a smart business decision recently and eliminate a piece of business that we could tell wouldn’t be profitable by looking at granular detail per customer, per project, in Sage Intacct. In the coming months, we can definitely expect to see our margins improve.
Melissa DuVall
Finance Team Lead, Epitec

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Frequently asked questions

What does Sage Intacct offer for staffing and recruiting agencies?

Sage Intacct is a comprehensive financial management system with tailor-made features for project-based staffing and recruiting agencies. 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 tasks, placement costs, 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 staffing, recruiting, 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 staffing and recruiting 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, 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 staffing and recruiting 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 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 staffing and recruiting agencies?

For many growing staffing and recruiting agencies, the billing process is too labor intensive to scale. Billing for these 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, invoice formats, 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 staffing and recruiting agencies 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 focusing 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.