Sage Intacct for Private Equity Backed Companies

Sage Intacct now advises leading private equity firms and their portfolio companies to build more profitable businesses through world class financial management, subscription automation, and service.

A strategic partner to drive top line and EBITDA growth for portfolio companies.

Accounting and Financial Management Solutions for Private Equity Backed SaaS and Subscription Companies

Our private equity program delivers consistency, service, and value

Sage Intacct has designed a best in class approach to partnering with private equity firms and drive portfolio-wide EBITA growth. Based on interviews from dozens of leading firms, we’ve built a program to align with your needs. We’ll deliver shorter time to value, predictable implementations, consistent pricing, and white glove service.

  • Single point of contact
  • An extension of your operating partners
  • Incremental value for your portfolio
Private Equity Backed SaaS & Subscription Companies Accounting and Financial Management Solutions to Drive Portfolio EBITA Growth

Create value across your portfolio

Sage Intacct will help you create value by optimizing and automating finance across your portfolio. With a single point of contact, you can leverage our experience creating value as strategic advisors as an extension of your operating partners.

Companies that integrate their quote-to-cash often see their DSO decrease by 30 to 75%, freeing up cash-flow to invest in hiring and acquisitions.

  • Due diligence support
  • 100 day plan design and execution
  • Carve-out support
Private Equity Backed SaaS & Subscription Companies Accounting and Financial Management Solutions to Create Value Across Portfolio

Integrate add-on acquisitions seamlessly

We’re built for M & A. Rapidly onboard your add-on acquisitions into your platform investments to get one complete view and source of truth. Create, execute, and adjust to a winning strategy with consolidated, real-time visibility.

  • Built for multiple entities
  • Designed to accommodate rapid growth
  • Adaptable for business model changes
Private Equity Backed SaaS & Subscription Companies Accounting and Financial Management Solutions with Realtime Visibility

Leverage real-time data to understand your portfolio company growth levers

With Sage Intacct's real-time reporting tools and digital dashboards for KPIs, portfolio companies gain agility and flexibility to deliver the information that matters to key stakeholders, including executives, the board, and investors.

  • Get instant answers
  • Make decisions confidently
  • Reach peak performance
Private Equity Backed SaaS & Subscription Companies Accounting and Financial Management Solutions with Realtime Data and Reports

The #1 B2B Subscription Billing Solution

The only combined subscription billing and financial management software with ARR, MRR and other key SaaS metrics, SaaS dashboards, revenue recognition, reporting, and Salesforce integration; along with ASC 606, FP&A, and HR.

Mid-Market
Leader 2021
SUMMER
G2 Grid Report

See why your finance peers rank Sage Intacct the leader in B2B Subscription Management.

Subscription and SaaS

Financial management platform for SaaS, subscription, and software

Product add-on modules for subscription and SaaS

Contract and Subscription BillingContract and Subscription BillingSave time and drive revenue
Revenue RecognitionRevenue RecognitionIntelligent, automated, and compliant revenue recognition
SaaS MetricsSaaS MetricsDashboard for CMRR, CAC, Churn, CLTV, and more
We chose to partner with Sage Intacct as they’ve helped many of our portfolio companies scale up and build smarter, more capital efficient businesses while providing preferential service and commercial terms for our portfolio.
Brian Regan
Managing Director and CFO, Spectrum Equity

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Frequently asked questions

What’s different about Sage Intacct’s Subscription Management Platform?

Most finance teams spend 80% of their time doing manual transaction support, and only 20% of their time doing strategic decision support. The best SaaS operational finance teams chose Sage Intacct to shift that to 20% manual, 80% strategic decision making. We have engineered our platform to eliminate manual, tedious processes that burn through weeks of work each month, such as manual entry of orders out of Salesforce.com and exceptions to contract revenue recognition and billing. We then provide access to the necessary real-time SaaS metrics, financial dashboards, and tools to enable strategic analysis, forecasting, and scenario planning that allow CFOs to recommend new initiatives that grow revenue, reduce churn, improve efficiency of customer acquisition, direct product development that delights customers, adjusts pricing to maximize customer acquisition and profitability, and deliver the churn, cash-flow, CMRR, and other metrics with confidence to impress investors and secure new funding.

Order-entry-only suites don’t allow you to manage SaaS revenue recognition, billing, nor SaaS metrics. And subscription-billing-only solutions don’t allow you to track expenses, see cash-flow, nor forecast scenario planning for the company.

What are the challenges a SaaS Controller has?

Controller – I have hit a trigger of 100 invoices, 500 revenue schedules, and/or 2+ entities to consolidate and manually doing my accounting processes won’t allow me to scale to handle the increased volume.

I need automation of my core accounting processes, such as billing, AP, AR, and expenses, and the financial close, to free up to time to do strategic analysis on the numbers, all with controls, so can pass audits. To do this, I need APIs to move data into my accounting system, particularly with order information from Salesforce.com.

I need to do financial reporting to guide the business, and I’m doing it in Excel, which makes it delayed, and possibly inaccurate, particularly if I have multiple entities and/or complicated revenue recognition.

What are the challenges a SaaS CFO has?

CFO – I need to have all the data, much faster, with dimensions and with statistical accounts, so that I can calculate and show trending analysis in our key financial information, such as cash, cash forecast, revenue recognition, billings forecast, and our financial statements, such as the balance sheet and statement of cash flow.

I also need to produce SaaS metrics, both looking backwards and forwards, with reporting and forecasting, to guide strategic decision making. Understanding our CLTV/CAC ratio, churn, average CMRR, number of customers, and other metrics, allow us to understand our product/market fit and sales efficiency, to know where to invest.

What are the challenges a SaaS Revenue Operations team has?

Revenue Operations/Revenue Accountant/Billing Manager/AR Manager – I need subscription billing that maximizes price-to-value, and differentiates from competition, such as usage-based pricing, tiered pricing, or land-and-expand models.

Accompanying that, I need revenue recognition across the customer lifecycle for ASC606, tracking the implicit and explicit performance obligations, so can do deferred and recognized revenue across unbilled, billed, and paid.

I have inconsistency in the orders and revenue is spread across order line items, so this is complicated and hard to track the exceptions. 20% of my transactions create 80% of my problems.

How does Sage Intacct help our finance and revenue operations teams?
  • Controller - automate billing, revenue, and expenses to close with controls
  • CFO - know the strategic levers to be the business model architect
  • SalesOps - integrate the quote to billing to speed quote-to-cash
  • RevOps - create billing and pricing scenarios, with metrics to track
  • Revenue Manager -- create deferred revenue reporting
  • Billing Manager - automate invoicing and collections
  • FP&A -- create forecasts and budgets/actuals for team to manage cash-flow and growth
  • CEO - know the cash, billing, and SaaS metrics position of the company to make strategic moves
What are some of the product features that Sage Intacct has for SaaS and subscription companies to scale their processes and report and forecast on their metrics?
  • AP, AR, GL, revenue recognition, expense management, financial reporting, forecasting, and HR, all in one solution
  • API integration to 100s of applications
  • Consolidation across multiple entities
  • International currency, FX, and inter-company transfers
  • Bank reconciliations
  • Real-time GL entry outlier detections resulting in continuous close
  • Real-time Salesforce integration
  • Billing, AP, AR, GL, expense management, financial reporting, forecasting, and the financial close all in one solution
  • API integration to 100s of applications
  • Consolidation across multiple entities
  • International currency, FX, and inter-company transfers
  • Bank reconciliations
  • Real-time GL entry outlier detections
  • Handles most B2B billing models, such as usage billing, tiered pricing
  • Handles complex high ACV invoices across multiple revenue types, such as subscription, SaaS, perpetual licensing, channel revenue, and professional services
  • Handles MEA
  • ASC 606/IFRS 15 compliant, allowing for parallel accounting on single performance obligations
  • Tracks expenses, as well as revenue against a contract
  • Native custom report writer
  • Native FP&A tool
  • Native SaaS metrics dashboard, calculating CLTV, CAC, Churn, CMRR, and other metrics
  • Real-time reporting on deferred v recognized revenue, across unbilled, billed, and paid
  • ASC 606/IFRS 15 compliant, allowing for parallel accounting on single performance obligations
  • Tracks expenses, as well as revenue against a contract
  • Native custom report writer
  • Native FP&A tool
  • Native SaaS metrics dashboard, calculating CLTV, CAC, Churn, CMRR, and other metrics
  • Real-time reporting on deferred v recognized revenue, across unbilled, billed, and paid
What is a story of a private equity-funded SaaS company like me?

Once upon a time ... Acquia, the leading provider of cloud-based, digital experience management solutions, was expanding internationally,

... and every day ... the finance team was manually managing the complex MEA transactions in their land-and-expand billing model,

... until one day ... they had to deploy ASC 606 at the same time as they were managing over 1,600 customer contracts

... and because of that ... they decided to deploy Sage Intacct’s subscription billing solution, over Zuora, due to its being the single source of financial truth for subscription billing and revenue management that automates forecasting on billings, cash, and revenue,

... and since that day ...

  • Integrated the order to salesforce.com directly to the subscription billing in Intacct
  • Cutting order to bill processing time by -50%
  • Which also increased operational cash flow +15%
  • They also cut revenue/AR close 10 to 3 days,
  • So they now have Budget v Actuals to the business leaders 11 days after the month close,
  • At the same time as they reduce the cash forecasting variance by 80%
  • While becoming ASC 606 compliant.

“We have brought predictability to our revenue.”

–- Brett Belcastro, Worldwide Revenue Controller, Acquia