Sage Intacct Success Story
Nottingham Venues
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SAGE INTACCTFOR RECRUITERS
The Ideal Financial Management Solution for Recruitment Organisations.
Are You Readyfor Sage Intacct?
Are disparate back-office systems impeding the seamless flow of business-critical data?
Modern recruitment agencies rely on a stack of specialised systems – applicant tracking systems (ATS), CRM, payroll, time tracking, and HR tools. Sage Intacct acts as the financial core that brings all these systems together for real-time visibility, automated processes, and accurate decision-making.
ADVANTAGES OFSAGE INTACCTFOR RECRUITMENT
Sage Intacct offers real-time visibility into key financial metrics such as gross margin per placement, billings vs. payroll, and profitability by client or consultant. Its robust automation capabilities streamline billing, payroll integration, and revenue recognition, which are especially useful for managing high volumes of temporary or contract workers.
With multi-entity support and consolidated reporting, recruitment firms can efficiently manage multiple offices, subsidiaries, or brands globally. The cloud-based platform also enables finance teams to scale with growth, adapt quickly to client demands, and maintain compliance with evolving regulatory requirements, all while reducing manual tasks and increasing accuracy.
- Multi-Dimensional AccountingSage Intacct’s multi-dimensional accounting allows recruitment firms to track financial data against key industry-specific business drivers, enabling detailed analysis of profitability and performance by segments such as client, job type, or recruiter.
- Project AccountingSage Intacct’s project accounting capabilities enable granular tracking of costs and revenues per client, job, or project, support time and expense tracking by recruiter or placement, and provide in-depth profitability analysis by role, department, or client.
- Subscription & Contract BillingSage Intacct supports subscription and contract billing with features such as recurring billing models for monthly retainers or fixed-fee engagements, comprehensive contract lifecycle management, and automated invoicing and revenue recognition.
- Flexible Reporting & DashboardsSage Intacct offers flexible reporting and dashboards with customiSable, real-time reports that provide insights into client profitability, billable vs. non-billable hours, placement and revenue forecasting, and recruiter performance.
Sage Intacct Integration for Recruitment
| System Type | Integration Benefits | Examples |
|---|---|---|
| ATS & CRM | Streamline candidate-to-cash workflows, automate billing and commission tracking, and gain real-time financial visibility into placement performance and client profitability through Sage Intacct. | Bullhorn, JobAdder, Greenhouse, Workday. Recruiterflow |
| CRM & Sales | Integrating Sage Intacct with sales and CRM solutions equips recruitment companies with end-to-end visibility from lead generation to revenue, enhancing client relationship management and enabling smarter, data-driven sales strategies. | Salesforce, HubSpot, Zoho CRM |
| Payroll | Synchronise payroll data with financials, to ensure accurate cost allocation, simplified compliance, and improved financial transparency with Sage Intacct. | ADP, Gusto, Replicon, Tempus Resource |
| HR & Workforce Management | Unify contractor onboarding, automate payroll and timesheet processing, and deliver real-time insights into labor costs and margin performance across placements with Sage Intacct. | BambooHR, Personio, UKG |
| Time Tracking & Expenses | Integrating Sage Intacct with time tracking and expense management systems gives recruitment companies real-time insights into project costs and consultant utilization, enabling more accurate billing, budgeting, and profitability analysis. | InTime, Timesheet Portal, Webexpenses, Expensify |
| Invoice & Billing | Automate revenue recognition and streamline cash flow management, reducing errors and accelerating payment cycles all within Sage Intacct. | InTime |
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