ERP
Business Applications
Sage
18 August 2025

Sage Intacct: Your Guide to Getting Started 

Michael Grant, Principal Sage Intacct Consultant
Michael Grant, Principal Sage Intacct Consultant

Your finance team is drowning in spreadsheets and manual processes. Month-end close takes forever, and you're constantly explaining why the numbers don't add up. If you're ready to stop fighting your finance system and start using it to drive business decisions, Sage Intacct might be the answer. 

What is Sage Intacct? 

Sage Intacct is a cloud-native financial platform built specifically for businesses that have outgrown QuickBooks but aren't ready for enterprise-grade complexity. 

Here's the reality: Sage Intacct is a Sage cloud solution that was built to solve real problems for mid-sized businesses, not just tick compliance boxes. 

What makes Sage Intacct different? 

  • Built for Finance Teams: While other ERP systems try to be everything to everyone, Sage Intacct focuses on doing financial management exceptionally well 
  • Cloud-First Architecture: Built from the ground up for the cloud, not a legacy system with cloud features bolted on 
  • Multi-Entity Management: Manage multiple subsidiaries, currencies, and legal entities from one place 
  • Real-Time Reporting: Custom dashboards showing what you need to see, when you need to see it 
  • Workflow Automation: Approvals and processes based on your business logic 
  • Integrations That Work: Connects with Salesforce, ADP, and hundreds of other applications without the usual nightmares 

Benefits of Using Sage Intacct 

The benefits of using Sage Intacct (and the ROI that's possible) become clear when you stop fighting your finance system: 

Real-Time Financial Visibility: Custom dashboards show the metrics that matter to your business. No more waiting for month-end reports to understand performance. 

Multi-Entity Management That Actually Works: Consolidate financials across entities with different currencies, tax rules, and accounting standards. Automate intercompany eliminations and currency conversions. 

Process Automation That Saves Time: Automated workflows reduce manual data entry and errors. Your team spends time on analysis instead of data processing. 

Compliance Without the Last-Minute Scramble: Built-in controls and audit trails support GAAP, IFRS, and SOX compliance. You're audit-ready without the usual panic. 

Better Decision Making: Real-time insights help finance teams make decisions faster. Data-driven choices based on current information, not historical guesswork. 

Is Sage Intacct Right for You? 

Sage Intacct works best for businesses that have outgrown basic accounting software but aren't ready for enterprise-grade complexity. The system particularly excels in specific scenarios: 

SaaS & Subscription-Based Businesses: When you're dealing with recurring revenue, deferred revenue, and ASC 606 compliance, basic accounting software becomes a liability. Sage Intacct handles complex revenue recognition without the workarounds. 

Professional Services: Project accounting, time tracking, and billing that connects to your actual profitability. No more spreadsheets to work out if you're making money on client work. 

Nonprofits: Fund accounting, grant tracking, and donor reporting that makes sense. Your board meetings will be about strategy, not explaining why the numbers don't add up. 

Healthcare & Multi-Location Businesses: Multiple entities, regulatory compliance, and complex reporting requirements. See how each location performs whilst maintaining centralised control. 

The People Who Use It 

Finance Leaders: You need real-time visibility into performance metrics and strategic KPIs. Not next week's data, today's data. 

Controllers: Streamlined close processes, automated compliance checks, and reporting that doesn't require three people working overtime. 

Finance Teams: Automation of daily tasks like AP/AR processing, reconciliations, and journal entries. More time for analysis, less time on data entry. 

Getting Started with Sage Intacct 

Getting started with Sage Intacct isn't a DIY project. Here's what you need to know: 

Assessment: Evaluate your current system's limitations and define what you need from new software. Be honest about what's broken. Don't make the mistake of defining requirements based on what you know – that's usually the system you're trying to replace. 

Partner Selection: Choose an implementation partner who understands your business and has successfully implemented Sage Intacct multiple times. If they can't show you their NPS score or don't measure customer satisfaction, look elsewhere. 

Project Planning: Develop a realistic timeline and budget. Don't squeeze the budget on implementation services and training – that's where projects fail. 

Implementation: Work closely with your partner to configure the system, migrate data, and train users. Put your best person on the project – not just someone who can be made available. 

Ongoing Support: The quality of ongoing support you receive will determine whether this becomes a transformational investment or an expensive mistake. 

Who Can Help You Get Started 

Moving to new financial management software isn't something you want to get wrong. You need a partner who's implemented Sage Intacct successfully and can guide you through the process without the usual implementation disasters. 

At TSG
, we call ourselves "The Technology Partner for Ambitious Businesses." We're not resellers trying to sell you the highest-margin solution. We're collaborators who succeed when you succeed.
 

We have over 220 certified experts dedicated to delivering results. Our NPS score is 85 – the industry average is 62. That's not an accident. 

Here's what we bring to Sage Intacct implementations: 

Depth: We have the organisational scale to attract and retain good people. We don't deal with anyone who has less than 50 people. 

Breadth: Implementing Sage Intacct requires more than just finance and product knowledge. You need access to a much wider range of IT skills. You'll want to get these from the same partner – to have one throat to choke. 

History: We've accumulated the wounds and wisdom that come from years of implementing ERP systems. We know what works and what doesn't. 

Final Thoughts & Next Steps 

The difference between a transformational ERP implementation and an expensive disaster comes down to one thing: the partner you choose to work with. 

If you're ready to stop fighting your finance system and start using it to drive business decisions, Sage Intacct might be the answer. But the success of your project won't depend on which product you choose – it depends on who you choose to implement it. 

Want to learn more about Sage Intacct? Read Everything You Need to Know About Sage Intacct. 

Ready to have a conversation about whether Sage Intacct is right for your business? Come meet our people. Make up your own mind. 

 

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