With Sage Intacct, you can finally view all of your financial information in one dashboard without manually exporting data to spreadsheets and compiling it in Microsoft Excel. That’s because Sage Intacct has pre-built integrations with more than 350 software applications, including all of the top best-in-class solutions for payroll management, HR, customer relationship management, billing, and construction project management software. So you can keep whatever systems you’re using today, but ditch the manual, time-consuming process of compiling reports in Excel. 

Sage Intacct can serve as your single source of truth for all your financial data. It gives you a consolidated view of all your reports, and each report gives you the option to drill down into each number to see the data and context behind it.

For example, from the Top Level dashboard, you can click on the card labeled Project Profit Margin. That will bring up a breakdown of where all profit for that specific construction project is coming from (total revenue, labor costs, material costs, etc.). 

Any project costs that appear in blue text can be clicked on, allowing you to drill down again to see the individual transactions that make up those costs. You can continue this process all the way down to seeing which employees entered timesheets during the specified period, to the exact timesheet of each employee, along with whether it’s been approved and who approved it. 

With Sage Intacct, your general ledger becomes an interactive, intelligent document, thanks to the power of dimensions. Dimensions are tags that can be attached to any transaction, such as job, cost code, and cost type, capturing the business context of each transaction. You can then sort reports by those dimensions (and many others). 

Unlike general accounting software that isn’t built for construction, where you have to re-purpose labels like “item” or “product type” to track project costs, Sage Intacct makes job costing easy. 

Additionally, the dimensions make it possible to manage multiple entities from one Top-Level dashboard.

Sage Intacct combines the construction-specific capabilities of its predecessors (Sage 100 Contractor and Sage 300 CRE) with new capabilities such as real-time reporting, dashboards, and KPIs, and advanced features such as deferred revenue management, project accounting, multi-currency and global consolidations. These new capabilities provide deep financial and operational insight to make financial reporting fast and accurate.

Like its predecessors, Sage Intacct can produce WIP statements, track over/under billings, and track and release retainage directly within the system without going through a reconciliation process. None of these reports require any custom coding or workarounds to produce, and they can be written directly inside the software. And with pre-configured integrations with other best-in-class applications such as Salesforce,  AvidXchange, HR Solutions, Expense Report and countless others, you’ll never have to export the data to a PDF or Excel spreadsheet to do simple calculations. 

The mobile solutions and electronic document management solutions that come with Sage Intacct make it so project managers can enter information into the system from the field and have it immediately update all relevant records across the entire system, whether it’s a change order, a timesheet, an invoice, or anything else. 

This completely eliminates the hassle of field teams emailing or texting things like invoices and change orders to a team member in the office and asking them to manually enter the information into the system. 

Sage Intacct has several features that help you control spending and proactively manage cash flow.

Sage Intacct Project Costing and Billing shows you the true cost of past construction projects, so you can see how your estimates compare to actuals. In Intacct, job cost reports are interactive, meaning you can drill down into any blue numbers to see a breakdown of all project costs, down to the task level.

With a few clicks, you could find out whether the cost overruns on a specific task were due to unexpected labor costs, materials costs, or other expenses—showing you exactly where to adjust your numbers to make more accurate estimates. And once a new project is finalized, you can turn your estimates into projects without manually re-entering the data. 

The billing automation feature eliminates the usual headaches of manually formatting each invoice to meet the format and billing terms of each client. You can create custom invoice templates for each customer. And if you’re working on multiple projects for the same customer, you can even produce consolidated invoices that combine different billing terms for each project.

Switching software systems always comes with a learning curve, but Sage Intacct will feel familiar to users from the first time they login because the system is operated inside of a web browser.

Any user who’s already comfortable navigating websites like Amazon or Wikipedia will intuitively grasp the Sage Intacct user interface. They’ll find the same blue text that indicates a clickable hyperlink, browser tabs they can flip back and forth between to view separate dashboards, and a search bar in the top right corner.

On every individual record throughout the Intacct system, there’s a social media-style comment section at the bottom. This allows users to discuss reports and records within the software, and the conversation stays attached to that record forever, creating a permanent decision log.

The business insights you can gain from any construction accounting software program are only as good as the data they’re based on. Fortunately, Sage Intacct has several features that make data entry fast, easy, and accurate. 

Sage Intacct pricing is customizable based on your needs. It varies with the number of users of each type and access level (admin/full users versus limited access users) as well as the number of entities you’re tracking, and which add-on modules you include. 

Unlike some construction accounting software solutions, Sage doesn’t sell directly, but instead relies on its world-class partner network that is the envy of the industry to sell, implement, and provide ongoing customer support. 

Sockeye Consulting is one of only six Sage Intacct Premier Partners, and we’re the only Premier Partner that specializes in selling to construction businesses. 

We embrace the many challenges of construction finance, and we’re able to apply the lessons we’ve learned from helping hundreds of general contractors, sub-contractors, trades, and real estate companies take control of their project financial management. 

Additionally, we have a unique subscription-based service model, which eliminates the major up-front implementation fee that you’d have to pay for any other enterprise-level construction ERP solution or accounting software. 

Instead of the typical software consulting model of big up-front implementation costs, with additional costs if implementation goes longer than expected, and having to estimate out any future customizations you may need later on, we just charge one fixed monthly fee for everything. That monthly subscription covers every aspect of implementation and any future support or customizations you may need. 

Our pricing model makes your cost of ownership of Sage Intacct steady and predictable, and it removes friction around making necessary improvements to your system. You no longer have to weigh the costs versus benefits of hiring a consultant to reconfigure your accounting software when your needs change. And your needs will change. 

Instead of waiting for you to come to us when your system isn’t working for you anymore, we proactively check in every month and anticipate your needs as Sage continues to upgrade and improve the software.