Sage Intacct Success Story
Fresha
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SAGE INTACCTFOR NON-PROFITS
The ideal financial management solution for not-for-profit & charity organisations.
Are You Readyfor Sage Intacct?
Do legacy back-office solutions impede your ability to report, analyse, and consolidate?
Sage Intacct empowers not-for-profit organisations with real-time financial visibility, automated fund tracking, and streamlined compliance reporting, enabling them to focus more on mission-driven impact and less on manual accounting tasks.
ADVANTAGES OF SAGE INTACCTFOR NON-PROFITS
Sage Intacct offers non-profit organisations and charities a powerful, cloud-based financial management solution that streamlines operations, enhances transparency, and supports mission fulfilment. With its robust fund accounting capabilities, organisations can easily track donations, grants, and program expenses across multiple dimensions, ensuring compliance with donor restrictions and regulatory requirements.
Real-time dashboards and customisable reports provide actionable insights, enabling leaders to make informed decisions and demonstrate financial stewardship to stakeholders. By automating routine tasks like allocations, consolidations, and reporting, Sage Intacct frees up valuable time and resources, allowing teams to focus more on driving their mission forward and less on administrative burdens.
- Real-Time Financial VisibilityGain instant access to dashboards and reports that provide clear insights into financial performance across programs, funds, and locations.
- Automated Fund & Grant TrackingEasily manage and report on multiple funding sources, ensuring compliance with donor restrictions and regulatory requirements.
- Streamlined Reporting & ComplianceSimplify audit preparation and generate custom reports to meet FASB, IRS, and other compliance standards with minimal manual effort.
- Scalable Cloud-Based PlatformSupport growth with a flexible, multi-entity system that enables remote access, seamless integration with other tools, and reduced IT overhead.
Sage Intacct Integrations for Non-Profits
| System Types | Integration Benefits | Examples |
|---|---|---|
| Donor Management & CRM Systems | - Syncs donation and pledge data with the general ledger - Automates revenue recognition for restricted/unrestricted funds - Enhances visibility into donor trends and giving campaigns | Salesforce Bloomerang DonorPerfect |
| Grant Management Systems | - Tracks grant funding, budgets, and expenditures - Ensures compliance with funder requirements - Automates reporting for restricted fund usage | Fluxx Fondant CyberGrants |
| Fundraising Platforms | - Automates import of online donations and fees - Improves campaign-level financial tracking - Enhances transparency and reporting for funders | Classy Give Lively Network for Good |
| Program Management Systems | - Links program costs and outcomes to GL - Improves program-level budgeting and reporting - Supports outcome-based reporting and impact analysis | Apricot Salesforce STO Software |
| Payroll & HR Systems | - Syncs payroll expenses by department, grant, or project - Tracks labour distribution for compliance and audits - Enhances workforce budgeting and benefits tracking | Gusto ADP Paycor |
| Volunteer Management Systems | - Integrates volunteer hours with in-kind donation tracking - Enables expense attribution to volunteer-supported programs - Supports compliance reporting and grant matching | VolunteerHub SignUpGenius Golden |
| Payments & Banking | - Provides dashboards for board and funder reporting - Combines financial and operational KPIs in real-time - Supports transparency, accountability, and strategic planning | Sage Intacct VE Power BI Tableau |
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Product Capabilities
Core Financials
Dashboards & Reporting
Platform Services
Extended Capabilities
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