AI-Powered Financial Software That Puts Professional Services Firms in Control
Sage Intacct, the leader in finance AI and automation, automates up to 90% of workflow, giving your finance team real-time visibility into utilisation, project profitability and growth.
Unlock the Sage Difference
Sage Intacct solves this. Powered by Sage AI and Sage Copilot, it automates manual data entry, close processes, project accounting, multi-entity management and compliance — eliminating 50% to 90% of routine manual work. Seamless integration with CRM, PSA tools, time and expense systems, payroll and billing platforms means your entire finance tech stack works as one — scaling effortlessly as your firm evolves.
The result is a finance team that spends less time on administration and more time on the insight, strategy and client work that drives profitable growth.
Why Sage Intacct for Professional Services?
From project accounting to real-time profitability — here’s how Sage Intacct delivers for professional services finance teams.
Automate Manual Work
We automate everything from procure-to-pay and order-to-cash across client engagements and project operations. Our Accounts Payable Agent matches incoming bills to project POs with 90%+ accuracy. Our Close Agent using Sage Copilot handles reconciliations and speeds up month and year-end close by up to 90%. We consolidate 2 to hundreds of professional services entities in seconds. Customers see 50% to 90% time savings overall.
Trust Your Data, Every Day
Our Intelligent Ledger reduces manual errors using easy-to-setup dimensions so you can analyse performance by project, client, location or any other driver without messy accounts. Our Financial Assurance Agent constantly reviews your data, spotting errors and reconciliation mismatches when they happen. In the last 12 months, we’ve scanned 3.2 billion+ transactions and helped fix 190 million+ potential errors. Be audit-ready with automated trails and built-in compliance.
Deep, Real-Time Insights
Our Intelligent Ledger blends financial and operational data, forecasting and budgeting — delivering powerful, drillable dashboards and reports across projects, clients and utilisation metrics. Ask questions, find records and take action using natural language questions with Sage Copilot’s Finance Intelligence Agent. Our customers have shifted around 50% of their time from routine data gathering to driving client delivery and commercial strategy.
Grow With Agility and Ease
Sage Intacct is an agile, flexible platform that scales and adapts as your firm grows. Connect seamlessly with hundreds of apps CRM, project management, payroll, billing, cashflow, expenses and carbon accounting. Our intelligent GL handles multi-book, and multi-currency processing effortlessly, so you don’t need separate systems or manual project reconciliations. With Sage AI at its core, Intacct continuously learns your business and improves as you grow.
Comprehensive capabilities, built for professional services
From managing complex billing models and project profitability to handling multi-entity structures and regulatory compliance. Sage Intacct is configurable to the way your firm works, giving your finance team the tools to deliver more with less effort.
Project Accounting & Billing Automation
- Automate the full project billing lifecycle — from time and expense capture through to invoice generation and revenue recognition.
- Eliminate manual errors across client engagements with automated procure-to-pay and order-to-cash workflows.
- Our Accounts Payable Agent matches incoming bills to project POs and creates confirmed drafts with 90%+ accuracy, doubling AP team productivity.
Real-Time Project Profitability & Insights
- Access drillable dashboards across projects, clients and utilisation metrics — available out-of-the-box and in real time.
- Our multi-dimensional ledger enables smarter, faster decisions around billing, capacity, project health and profitability.
- Use Sage Copilot to ask natural language questions and get instant answers from your financial data — no waiting for reports.
Feature Block 3 — Integration, Compliance & Scale
- Connect with CRM, PSA, time and expense, billing, payroll and cashflow systems for a fully joined-up finance operation.
- Automated approval trails, documentation and compliance workflows keep you audit-ready throughout the year.
- Our intelligent GL scales with your firm — handling multi-entity, multi-currency and multi-book processing without the need for additional systems or IT resource.
Solutions tailored to how professional services firms actually work
Technology Partners brings over 25 years of Sage expertise and genuine professional services sector knowledge to every engagement. We work closely with your leadership and finance teams to understand how your firm operates — your billing models, your reporting needs, your compliance obligations — and configure Sage Intacct accordingly.
Whether you’re a growing consultancy, a multi-entity services group or a specialist firm with complex project accounting requirements, we’ll ensure Sage Intacct is set up to give you accurate, real-time visibility across every client engagement and entity — from day one. Working with you, we’ll make Sage a platform that supports your firm’s growth rather than slowing it down.
Examples of Sector experience
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 a good fit for professional services firms?
Sage Intacct is purpose-built for organisations where projects, clients and profitability sit at the heart of the finance function. Unlike generic accounting platforms, it includes native project accounting, multi-dimensional reporting and AI-powered automation that map directly to the way professional services firms operate. Whether you’re managing time-and-materials billing, fixed-fee contracts, retainers or milestone-based engagements, Sage Intacct gives your finance team the visibility and control needed to manage profitability at a client and project level.
How does Sage Intacct handle complex billing models and revenue recognition?
Sage Intacct supports a wide range of billing structures — including time and materials, fixed fee, milestone-based and subscription billing — and automates revenue recognition in line with your contractual obligations. This eliminates the manual spreadsheet work that typically accompanies complex billing arrangements, reduces the risk of revenue leakage and ensures your financial reporting accurately reflects the commercial reality of each client engagement.
Can Sage Intacct give us real-time visibility into project profitability and utilisation?
Yes. One of Sage Intacct’s key strengths for professional services is its ability to blend financial and operational data in a single platform. Drillable dashboards give you real-time visibility into project margins, utilisation rates, billing performance and client profitability — without waiting for month-end reports. Finance teams can identify underperforming projects, capacity gaps or billing discrepancies in real time and take action before they impact the bottom line.
How much time can our finance team save on month-end close and manual tasks?
Sage Intacct customers in professional services typically see 50% to 90% reductions in time spent on manual finance tasks. The Close Agent using Sage Copilot handles reconciliations automatically and flags issues early, helping firms cut their month-end and year-end close by up to 90%. Across the customer base, Sage has helped finance teams save over 50 million hours in the last 12 months alone — time that’s been redirected to commercial strategy, client delivery and growth.
Can Sage Intacct scale as our firm grows or adds new entities?
Absolutely. Sage Intacct’s intelligent General Ledger is built for scale — handling multi-entity, multi-currency and multi-book processing without requiring separate systems or IT support. Whether you’re adding new service lines, acquiring businesses or expanding internationally, the platform adapts without disruptive system changes. Technology Partners designs every implementation with your future growth in mind, so Sage Intacct evolves with your firm rather than becoming a constraint on it.
What third-party tools does Sage Intacct integrate with for professional services?
Sage Intacct integrates with a wide range of professional services tools including CRM platforms, PSA (Professional Services Automation) tools, time and expense systems, payroll, billing platforms and cashflow management tools. Technology Partners manages the integration process end-to-end, ensuring your systems communicate seamlessly and your finance team has a single, accurate view of the business — without manually reconciling data between platforms.
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