Sage Intacct for
Professional Services
Streamline project delivery, optimise resources, and gain the insight you need to scale your professional services firm with confidence.
Drive smarter, more
profitable projects with
Sage Intacct
Professional services firms operate in a fast-paced, project-driven environment, balancing multiple clients, deadlines, and demands. Keeping track of billable vs non-billable time, maintaining utilisation rates, and ensuring every hour worked is accurately billed can be a constant challenge. Without clear visibility, revenue can be lost, and project margins can quickly slip.
Sage Intacct helps simplify this by streamlining project accounting, automating time and expense tracking, and supporting flexible billing models. With real-time insight into performance, teams can improve margins, optimise resources, and stay on track.
Whether you’re managing fixed-fee, time and materials, or retainer-based work, Sage Intacct brings everything together in one place – helping you scale efficiently and make more informed decisions.
Why Sage Intacct for Professional Services
Built for
professional
services
Sage Intacct is purpose-built for professional services firms, bringing together billable time tracking, utilisation management, and project financials in one place, fully aligned to the way service-based businesses operate.
Stay in
control of project
performance
Get real-time visibility into project costs, utilisation, and profitability. Quickly spot budget overruns, underutilised resources, or margin risks, so you can take action early and keep projects running profitably.
Streamline
billing and
reduce admin
Automate time and expense tracking, invoicing, and revenue recognition. Support multiple billing models, from fixed fee to time and materials, while reducing manual work and errors.
Scale with
your
business
Easily manage multiple projects, teams, and entities as you grow. With flexible reporting and multi-entity capabilities, you can expand without losing financial clarity or control.
Ready to get started?
Find out how we can help your business today.
Clarity over your
projects, in one place
Discover how Sage Intacct helps you stay on top of billable time, utilisation, and project performance, so you can improve margins and deliver projects more profitably.
Functionality tailored for Professional Services
Sage Intacct is built for professional services firms, helping you manage projects, track billable time, and gain clear visibility across performance, profitability, and resource utilisation – all in one connected finance platform:
Project accounting
Track costs, budgets, and profitability by project, phase, and cost code in real time.
Multi‑entity management and scalability
Easily manage multiple projects, teams, and entities as you grow. With flexible reporting and multi-entity capabilities, you can expand without losing financial clarity or control.
Real-time reporting
Use live dashboards to track project performance, margins, and key financial metrics.
Flexible billing
Support fixed fee, time and materials, and retainer-based work with automated, accurate invoicing.
Time and expense management
Capture billable hours and expenses accurately, ensuring all work is recorded, invoiced, and accounted for helping prevent lost revenue.
Resource management
Monitor utilisation and allocate the right people to the right projects with full visibility of capacity.
Approval workflows
Set up flexible, configurable approval processes for expenses, purchasing, and project-related spend. Ensure the right people sign off at the right time, giving you greater control and accountability across your business.
Make Sage Intacct work the
way you do
Sage Intacct coffee break demo
Grab a coffee and join us to find out more about Sage Intacct with our FREE on demand demo.
Sage Intacct for Professional Services
Take a self‑led product tour and discover professional services‑focused dashboards and modules designed for complex projects.
Project visibility and financial control
Professional services firms manage multiple client engagements at once, each with its own budgets, timelines, and billing structures. Without clear visibility, it’s easy for costs to creep up, resources to be misallocated, and project margins to slip, ultimately impacting profitability and delivery.
Sage Intacct gives you real-time insight into project finances, helping you track costs, revenue, and margins as work progresses. With multi-dimensional reporting, you can analyse performance by project, client, service line, or team – ensuring you always have a clear, up-to-date view of how your business is performing.
With custom dashboards and automated reporting, you can quickly answer key questions such as:
- Which projects are delivering the strongest margins?
- Where are resources over or underutilised?
- How does actual performance compare to budgets and forecasts?
Integration with
other systems
Professional services firms rely on multiple systems, from CRM and project management platforms to time tracking, payroll, and expense tools. Bringing this data together is key to maintaining accuracy and efficiency across your business.
Sage Intacct integrates with a wide range of systems, creating a single source of truth for your financial and operational data. By connecting projects, people, and finances in one place, it reduces manual work, improves data accuracy, and gives you clear, real-time insight across your entire business.
With access to a strong ecosystem of integrations, you can extend Sage Intacct to fit the way your business works – ensuring your systems stay connected as you grow.
Which Sage solution is
right for you?
How Techsol can help
Selecting the right finance platform is only the first step. The right partner helps you get real value from your investment.
At Techsol, we have proven experience working with professional services firms, helping them gain greater visibility across projects, improve resource utilisation, and build more efficient finance operations.
From initial consultation through implementation and ongoing optimisation, we work closely with you to deliver a solution that supports project performance, strengthens financial control, and scales with your business as it grows.
What our customers
have to say about us
Nothing speaks louder than the voice of our customers. We are proud to share some of the testimonials and case studies from our clients who have benefited from our solutions and services.
Read about their challenges, our solutions, and outcomes in our customer success section.
Find out how we have helped them achieve their goals, improve their performance, and overcome their difficulties. These are real examples of how Techsol can make a difference for your business.
Industries we serve
One of the reasons why Techsol is a trusted partner for many businesses is that we have extensive experience and expertise in various industries. We understand the specific challenges and opportunities that each industry faces, and we tailor our solutions accordingly.
Whether you are in finance, retail, manufacturing, or other sectors, we can help you leverage the power of technology to achieve your goals.
Industry insights
Check out our blogs for new ideas and perspectives that can help you grow your business and beat the competition. Our complete library is available in our industry insights section.
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Ready to
get started?
If you are looking for a reliable and experienced partner to help you transform your business with digital solutions, you have come to the right place.
Whether you want to improve your customer experience, streamline your operations, or enhance your productivity, we can help you achieve your digital transformation goals.
Fill out the contact form and we will get back to you as soon as possible.