Financial Management Software That Frees Not-for-Profit Teams
Sage Intacct, powered by Sage AI and Sage Copilot, automates financial workflows so your team can focus on the work that matters most.
Unlock the Sage Difference
Not-for-profit finance teams carry a significant burden — complex fund and grant management, compliance reporting, multi-entity consolidation and the pressure to demonstrate value to funders, trustees and regulators. When so much of the finance team’s time is absorbed by manual data gathering and administration, driving programme performance and mission impact becomes harder.
Sage Intacct is designed to change that. Powered by AI agents, Sage Copilot and an Intelligent General Ledger, it automates compliance, invoice processing, SOFA reporting, the close process and multi-entity management — eliminating 50% to 90% of routine manual tasks.
Why Sage Intacct for Charities & Not for Profits?
From fund accounting and grant management to multi-entity reporting and charity governance. Sage Intacct is the perfect fit to handle the financial complexity of the not-for-profit sector.
Automate Manual Work & Close Faster
Sage Intacct automates fund accounting, grant tracking, billing, revenue recognition and outcomes reporting, dramatically reducing manual effort and errors. Our Accounts Payable Agent processes incoming bills with 90%+ accuracy, ensuring efficient budget management. Customers see 50% to 90% time savings — freeing resources for fundraising and service delivery.
Trust Your Data, Every Day
Our Intelligent Ledger uses easy-to-setup dimensions to tag transactions by location, programme, entity or any other measure without a complex chart of accounts. Our Financial Assurance Agent constantly reviews your data, spotting errors and reconciliation mismatches as they happen. In the last 12 months, we’ve scanned 3.2 billion+ transactions and helped fix 190 million+ potential errors.
Deep, Real-Time & Proactive Insights
Our Intelligent Ledger blends financial and operational data, forecasting and budgeting — feeding powerful, customisable SOFA reports and dashboards available out-of-the-box, helping you optimise funding allocation and programme performance. Sage Copilot’s Finance Intelligence Agent lets your team ask questions, get instant insights and take actions in natural language. that raises funds and drives mission impact.
Grow With Agility and Ease
Sage Intacct scales as your charity grows and adapts to changing funding models. Sage Intacct connects seamlessly with fundraising platforms, donor CRM, payroll, payments, cash flow, expenses and carbon accounting tools. Our intelligent GL handles multi-book, multi-entity and multi-currency processing — ideal for charities with international projects or restricted funds.
Comprehensive capabilitiesr, built for the not-for-profit sector
Sage Intacct includes native not-for-profit functionality that goes well beyond standard accounting software. From fund accounting and grant management to SOFA reporting and charity governance compliance.
Fund Accounting & Grant Management
- Automate fund and grant allocations, tracking and billing — ensuring funds are always allocated correctly and compliantly.
- SOFA reports, compliance tracking and outcomes reporting can be automated within Sage Intacct, keeping your organisation audit-ready.
- Our multi-dimensional ledger enables accurate tracking of grants and funding in real time across programmes, projects and restricted funds.
Financial Assurance & Charity Governance
- The Financial Assurance Agent continuously monitors your ledger, flagging errors, outliers and reconciliation mismatches as they occur.
- Automated approval trails, documentation and built-in compliance workflows meet funder and regulatory requirements — including Charity Commission obligations.
- Easy-to-configure dimensions let you report by programme, project, location or entity without a complex and unwieldy chart of accounts.
Integration with Leading NFP Tools
- Integrate seamlessly with Raiser's Edge NXT, Donorfy, JustGiving and other leading fundraising and Donor CRM platforms.
- Connect with payroll, payments, cashflow, expense management and carbon accounting tools to automate workflows across your organisation.
- Your finance tech stack scales effortlessly as your programmes expand, your funding base grows and your operational needs evolve.
Solutions tailored to the real challenges of not-for-profit finance
Technology Partners brings over 25 years of Sage expertise and hands-on experience working with charities, housing associations and not-for-profit organisations. We take the time to understand your funding model, your programme structure and your reporting obligations before configuring Sage Intacct to fit the way your organisation operates.
Whether you’re a single-entity charity needing better grant visibility, or a multi-entity not-for-profit with complex consolidated reporting requirements, we’ll ensure your Sage Intacct implementation is set up to give you the control, insight and efficiency your organisation needs — so your finance team can focus on what really matters: advancing your mission.
Our sector experience includes
What makes Technology Partners the right choice?
How we work with you
Consultation
We take the time to understand your business inside and out, identifying the perfect solution to fit your needs.
Customisation
No two businesses are the same, so we tailor every solution to match your unique processes, ensuring seamless integration.
Implementation
Our expert team handles everything from setup to go-live, making the transition smooth and stress-free.
Training & support
We provide training and ongoing support, so your team feels confident and your system runs at its best.
Frequently asked questions
Why is Sage Intacct recommended for charities and not-for-profit organisations?
Sage Intacct includes native not-for-profit functionality that most accounting platforms simply don’t have — including fund accounting, grant tracking, SOFA reporting and multi-entity consolidation. It’s built for organisations that need to manage restricted and unrestricted funds separately, report across multiple programmes and demonstrate financial transparency to funders, trustees and regulators. Sage Intacct is used by over 200,000 businesses and NFPs globally and is the #1 rated accounting software on G2.
Can Sage Intacct handle fund accounting and grant management?
Yes — fund and grant management is one of Sage Intacct’s core strengths for the not-for-profit sector. The platform allows you to track grants and funding allocations in real time across programmes, projects and restricted funds, with automated compliance tracking ensuring funds are always allocated correctly. SOFA reports can be generated automatically, removing the manual effort typically associated with charity financial reporting.
How does Sage Intacct support compliance with Charity Commission requirements?
Sage Intacct builds compliance into day-to-day financial operations. Automated approval workflows, documentation and audit trails are maintained as standard — ensuring your organisation is always ready for scrutiny from funders, auditors or the Charity Commission. The Financial Assurance Agent continuously monitors your data for errors and anomalies, providing an additional layer of assurance that your financial records are accurate and complete.
Does Sage Intacct integrate with the fundraising and donor management tools we already use?
Yes. Sage Intacct integrates with a wide range of leading NFP platforms including Raiser’s Edge NXT, Donorfy and JustGiving — aligning your financial operations directly with your fundraising activity. Technology Partners manages the integration process end-to-end, ensuring your finance and fundraising systems work together seamlessly and your team has a single, accurate view of income, expenditure and fund performance.
How much time could our finance team save with Sage Intacct?
Not-for-profit finance teams using Sage Intacct typically see 50% to 90% reductions in time spent on routine manual tasks — including data entry, reconciliations, grant tracking and month-end close. Across the Sage customer base, over 50 million hours have been saved in the last 12 months alone. That’s time that can be redirected to fundraising, programme delivery and the strategic financial work that supports your mission.
Can Sage Intacct support our organisation as we grow and take on more funding?
Absolutely. Sage Intacct is designed to scale as your organisation grows — whether that means adding new programmes, taking on new restricted funds, expanding into new geographies or consolidating additional entities. The platform’s intelligent General Ledger handles multi-entity, multi-currency and multi-book processing without the need for separate systems. Technology Partners designs every implementation with growth in mind, ensuring Sage Intacct remains the right platform for your organisation at every stage.
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