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Sage Intacct

Sage Intacct is a comprehensive cloud-based financial management platform designed to streamline accounting processes and provide real-time insights for businesses. Companies use Sage Intacct for its powerful automation capabilities, which reduce manual data entry and accelerate financial processes like month-end closes. The software's multi-dimensional reporting and customizable dashboards offer deep visibility into financial and operational data, enabling data-driven decision-making. Sage Intacct's scalability and flexibility make it ideal for growing businesses, supporting multi-entity management and global consolidations. With its open API architecture, Sage Intacct integrates seamlessly with other business systems, creating a connected ecosystem that enhances overall efficiency and productivity.

Sage Intacct - Make smart financial decisions

In this video, you will see Sage Intact Planning, a web-based tool for making and tracking budgets. You will learn to use the step-by-step wizard to build your budget and import data from Sage Intact or Excel. You will explore the tree view, form view, and spreadsheet-style grid for easy data entry. You will see how to use Actuals to bring in past data, map it to your budget, and run reports like profit and loss. You will customize dashboards with KPIs and test scenarios to plan for different outcomes. Finally, you will learn simple ways to share budgets with your team.

Welcome to Sage Intact Planning. See how this web-based tool helps you make faster, better decisions, track performance, and set the stage for growth.

Introduction to Sage Intact Planning

Learn how to use the step-by-step wizard to create a budget. Import data from Sage Intact, existing planning files, or Excel, and view all budget items in an editable tree structure.

Building Your Budget with the Wizard

Discover the Form view—see details for a selected line and its impact on profit & loss and cash reports. Then switch to the grid view for fast, spreadsheet-style data entry across multiple lines.

Entering Data: Form and Grid Views

Centralize your business assumptions, set up calculations and models, then apply them across your budget to tailor planning to your specific needs.

Using Actuals and Models

Map past Actuals data to your budget lines, then import historical figures directly from Sage Intact to populate and validate your budget.

Mapping and Importing Actuals Data

In the Sheets tab, view financial (profit & loss) and non-financial (headcount) reports. Compare versions side-by-side, sort and filter by dimensions, and generate custom reports anytime.

Reporting and Analysis with Sheets

See the default dashboard with key performance indicators like revenue and bookings. Add built-in widgets or customize existing ones to highlight metrics that matter most to you.

Customizing Dashboards and Widgets

Use scenarios to test budget changes without altering the main plan. Simulate outcomes—such as missing or exceeding revenue targets—to prepare for different business conditions.

Exploring Scenarios for What-If Planning

Easily share your full budget or selected sections with colleagues to collaborate and gather feedback securely within Sage Intact Planning.

Sharing Your Budget

You’ve seen how Sage Intact Planning simplifies budgeting and analysis. For more resources, visit our website or contact your Sage representative today.

Conclusion and Next Steps

Help businesses manage money and make smart financial decisions.

 Software, Financial Services, Healthcare, Professional Services, Nonprofit, Hospitality

 CFO, Controller, Finance Director, VP of Finance, Accounting Manager

The cost of Sage Intacct varies based on factors such as the number of users, required features, and company size. For example, a small company might pay around $20,000 per year for a basic setup, with implementation costs ranging from $25,000 to $30,000. For a more tailored estimate, you can use their pricing calculator or contact them directly. ([rklesolutions.com](https://www.rklesolutions.com/sage-intacct-cost?utm_source=openai))

price_estimate

Sage Intacct is a company that provides cloud-based financial management software to help businesses manage their money and operations more efficiently. Their tools assist with tasks like tracking income and expenses, paying bills, and creating financial reports. 

company_summary

Sage Intacct is designed for small to medium-sized businesses, typically ranging from 50 to over 5,000 employees. Common users include: - Chief Financial Officers (CFOs) - Controllers - Accounting Managers - Financial Analysts - Business Owners Industries served include: - Healthcare - Nonprofits - Professional Services - Financial Services - Hospitality 

company_icp

- **Accounts Payable**: Automates bill payments, saving time and reducing errors. ([sage.com](https://www.sage.com/en-us/sage-business-cloud/intacct/product-capabilities/core-financials/?utm_source=openai)) - **Accounts Receivable**: Speeds up invoicing and payment collection, improving cash flow. ([sage.com](https://www.sage.com/en-us/sage-business-cloud/intacct/product-capabilities/core-financials/?utm_source=openai)) - **Dashboards and Reporting**: Provides real-time insights with customizable reports and dashboards. ([sage.com](https://www.sage.com/en-us/sage-business-cloud/intacct/product-capabilities/core-financials/?utm_source=openai)) - **Multi-Entity Management**: Manages multiple business entities within a single system, offering a global view of operations. ([sage.com](https://www.sage.com/en-us/sage-business-cloud/intacct/product-capabilities/core-financials/?utm_source=openai)) - **Intelligent General Ledger**: Uses AI to continuously audit transactions and identify anomalies. ([sage.com](https://www.sage.com/en-us/sage-business-cloud/intacct/product-capabilities/core-financials/?utm_source=openai))

features

Companies use Sage Intacct for: - **Financial Management**: Streamlining accounting processes and improving financial reporting. - **Multi-Entity Consolidation**: Managing finances across multiple business units or locations. - **Project Accounting**: Tracking project costs and profitability. - **Revenue Recognition**: Automating complex revenue recognition processes. - **Budgeting and Planning**: Creating and managing budgets with real-time data. 

use_cases

Notable customers include: - **Unite Here Health**: Improved financial reporting and decision-making capabilities. ([sage.com](https://www.sage.com/en-us/sage-business-cloud/intacct/product-capabilities/?utm_source=openai)) - **Health Solutions**: Automated accounts payable and allocations, reducing time to close books. ([sage.com](https://www.sage.com/en-us/sage-business-cloud/intacct/product-capabilities/core-financials/?utm_source=openai))

best_customers

Sage Intacct stands out by offering a cloud-based financial management system that integrates AI to automate routine tasks and provide real-time insights. This allows businesses to make informed decisions quickly and efficiently. ([sage.com](https://www.sage.com/en-us/sage-business-cloud/intacct/product-capabilities/core-financials/?utm_source=openai))

company_uniqueness

- [Privacy Policy](https://www.sage.com/en-us/legal/privacy-and-cookies/) - [Terms of Service](https://www.sage.com/en-us/legal/terms-and-conditions/)