Know Which Projects Make Money Before the Month Is Over

See Margin Through the Dimensions That Run Your Firm

Tag transactions with the business context that matters, such as client, project, department, location, service line, practice, or another firm-specific dimension. Build financial reports from those dimensions without multiplying general-ledger accounts for every reporting view.

What you gain: Project and client P&Ls, budget-versus-actual analysis, drill-down reporting, and a clearer view of which work creates or destroys value.

Move From Approved Work to Accurate Billing Faster

Connect project costs, approved time, expenses, milestones, and billing rules to the financial workflow. Reduce manual invoice assembly and create a visible review trail before the invoice reaches the client.

What you gain: Fewer handoffs, faster billing, clearer billing status, and less dependence on private spreadsheets.

Match Revenue to the Economics of the Engagement

Support project-based billing and revenue-management requirements without rebuilding every schedule outside the accounting system.

What you gain: Better visibility into earned, billed, unbilled, deferred, and recognized revenue, with reporting that connects the contract to the general ledger.

Give Project Managers Answers Without Losing Financial Control

Use role-based dashboards and reporting so project leaders can see the data they need while finance retains the accounting structure, controls, and audit trail.

What you gain: Earlier intervention on budget overruns, fewer routine report requests to finance, and better accountability for project outcomes.

Scale Entities and Offices Without Rebuilding Finance

Manage multiple entities and consolidate financial results while preserving local and business-unit detail.

What you gain: A finance architecture that can support new offices, acquisitions, entities, currencies, and service lines with less manual consolidation.

Connect Your Systems Through an Open API

Connect CRM, time, expense, payroll, banking, and other systems through Sage Intacct's integration ecosystem and open API, instead of reconciling data across disconnected tools after the fact.

Consulting and Advisory Firms

Track engagement economics, partner or practice performance, utilization, billing status, and project margin. Support time-and-materials, milestone, fixed-fee, recurring, and blended commercial models as requirements dictate.

IT Services, Managed Services, and Implementation Firms

Connect recurring and project revenue, professional services delivery, time and expense, billing, and client reporting. Integrate financial data with CRM and service-delivery systems instead of reconciling them after the fact.

Marketing, Creative, and Digital Agencies

See profitability by client, campaign, project, service line, or team. Give account and project leaders current budget-versus-actual information before scope creep becomes a write-off.

Engineering and Specialist Project Firms

Track project costs, labor, budgets, billing, WIP, and margin across long-running or multi-phase engagements. Preserve financial control while giving delivery leaders current project information.

Staffing, Recruiting, HR, and PEO Firms

Analyze client, service-line, office, and entity performance. Connect finance with the operational systems that manage placements, people, time, payroll, or client delivery.

Life Sciences and Other Regulated Consultancies

Create a controlled financial system for complex project work, role-based access, multi-entity reporting, and revenue-management requirements while integrating specialized delivery platforms.