Sage Intacct For Professional Services
Gain real-time visibility into project performance, improve profitability, and automate finance processes with AI-powered accounting.
FINANCE CHALLENGES FOR PROFESSIONAL SERVICES
Lacking visibility into profitability and performance.
Professional services firms rely on accurate, timely financial data to understand project performance, manage resources, and maintain profitability.
But as organisations grow, managing this becomes increasingly complex, especially when data is spread across multiple systems for time tracking, billing, finance and operations.
Without clear visibility, it becomes difficult to understand which projects, clients or services are truly driving profit.
Key challenges include:
- Limited visibility into project and client profitability
- Difficulty tracking time, costs and revenue accurately
- Manual billing and revenue recognition processes
- Disconnected systems across time tracking, CRM and finance
- Lack of real-time insight into business performance
BETTER FINANCE FOR PROFESSIONAL SERVICES
+ 3 bn
transactions processed
+ 45 m
invoices automated
+ 96 %
data accuracy
+ 50 m
admin hours saved
MODERN FINANCIAL MANAGEMENT
Built for visibility and growth — powered by AI.
Sage Intacct provides a complete financial management platform designed for service-based businesses.
By bringing together financial, operational and project data, it gives you real-time visibility into performance across projects, clients and teams.
Powered by Sage AI and Sage Copilot, it automates key processes, improves data accuracy, and delivers insights that help you make better, faster decisions.
WORK SMARTER WITH AI-POWERED FINANCE
Your AI assistant in Sage Intacct. With Sage Copilot, you can ask questions, automate routine work, and uncover insights instantly, helping your finance team focus on performance, not processing.
SAGE INTACCT FEATURES FOR PROFESSIONAL SERVICES
Track project profitability in real time
AI-powered forecasting & insights
Streamline time & expense management
Improve resource planning & utilisation
Automate billing & revenue recognition
Gain deeper financial performance visibility
WHAT THIS MEANS FOR YOUR BUSINESS
With the right financial platform in place, professional services firms can improve control, visibility and profitability.
Outcomes:
- Clear visibility into project and client profitability
- More accurate billing and revenue recognition
- Faster, more efficient financial reporting
- Better resource planning and utilisation
- A scalable finance platform that supports growth
SUPPORTING PROFESSIONAL SERVICES FIRMS
Recruitment Firms
Marketing & Creative Agencies
Financial Services
Business Consultancies
Legal Services
IT & Tech Consultancies
SaaS Businesses
Engineering & Architecture
WHY CHOOSE PERCIPIENT
A partner that understands service-based businesses.
Professional services firms require accurate, flexible financial systems that reflect their operations — from project-based work to complex billing structures.
At Percipient, we combine Sage Intacct expertise with experience supporting service-based organisations.
We design and deliver solutions tailored to your business model, helping you gain visibility, improve efficiency, and scale with confidence.
What sets us apart:
- Experience delivering Sage Intacct for service-based businesses
- Tailored implementation aligned to your processes
- Ongoing support and optimisation
- A focus on long-term partnership and outcomes
Featured Case Studies
“Percipient has proved, once again, to be a trusted digital partner, bringing a wealth of value. For us, the real USP is that they not only have in-depth knowledge and expertise around Sage Intacct, but real-world experience in the finance industry. ”
Head of Finance
Broster Buchanan
“With Sage Intacct and Percipient as part of our digital fabric, we have every confidence that we will continue to innovate and build market share in this fast-growing sector.”
VP of Finance Operations
Fresha
“Sage Intacct is limitless in its ability to scale and support our growth journey. And we’re only just scratching the surface of what it can do to sharpen our commercial advantage. ”
Head of Finance
Broster Buchanan
“Working collaboratively, Percipient carefully designed templates and integrated Sage Intacct with Lunchtime’s third-party systems to ensure seamless data flow and streamlined workflows.”
Managing Director
Lunchtime Co
PROFESSIONAL SERVICES FINANCE FAQS
How can Sage Intacct improve project profitability visibility?
Sage Intacct provides real-time insight into project performance, allowing you to track revenue, costs and margins at a detailed level. This helps you understand which projects and clients are most profitable and make more informed decisions.
Does Sage Intacct support time tracking and billing?
Yes — Sage Intacct integrates with time-tracking and billing systems, enabling accurate time capture, streamlined invoicing, and efficient revenue management across projects and clients.
How does Sage Intacct handle revenue recognition?
Sage Intacct supports flexible revenue recognition models, helping you manage revenue across projects, contracts and time periods while maintaining compliance and accuracy.
How does Sage Intacct use AI in professional services finance?
Sage Intacct uses AI through Sage Copilot and AI agents to automate routine finance tasks, improve data accuracy, and deliver real-time insights, helping finance teams focus on improving profitability and performance.
Can Sage Intacct scale as our business grows?
Yes — Sage Intacct is designed to scale with your organisation, supporting multi-entity structures, increasing project complexity, and evolving reporting needs.
Why should we choose Percipient as our Sage Intacct partner?
Percipient combines deep Sage Intacct expertise with experience supporting professional services firms. We deliver tailored implementations and ongoing support to ensure your system continues to deliver value as your business grows.