Sage Intacct Success Story
Fresha
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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 Integrations for Recruitment
| System Type | Integration Benefits | Examples |
|---|---|---|
| Applicant Tracking Systems (ATS) | - Links placement data directly to billing - Automates revenue recognition from placements - Provides real-time visibility into candidate-to-cash cycle | Bullhorn Vincere JobAdder |
| Customer Relationship Management (CRM) Systems | - Syncs client and deal data for accurate forecasting - Streamlines invoicing and collections - Improves margin tracking per client or contract | Salesforce HubSpot Zoho CRM |
| Payroll & Timesheet Systems | - Automates payroll journal entries - Improves tracking of billable vs payable hours - Reduces errors and ensures compliance with labour laws | RSM Intime ADP Timesheet Portal |
| Vendor Management Systems (VMS) | - Enhances multi-client billing and expense tracking - Automates reconciliation between VMS and finance - Improves reporting on contractor performance and margins | Beeline Fieldglass IQNavigator |
| Expense Management Systems | - Syncs employee expenses with GL and project codes - Accelerates reimbursement and approval workflows - Enhances spend control and audit readiness | Expensify SAP Concur Rydoo |
| Document Management & e-Signature Tools | - Automates contract tracking and billing triggers - Improves audit trails and document compliance - Supports digital workflows for on-boarding and timesheets | DocuSign PandaDoc Adobe Acrobat |
| Business Intelligence & Analytics | - Leverages Sage Intacct data for KPI dashboards - Tracks recruiter performance and profitability - Supports strategic decision-making with real-time insights | Sage Intacct Power BI Tableau |
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Product Capabilities
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