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Use the left-hand menu to jump to specific features or click 'Next' on each screen to walk through all the powerful capabilities of Sage Intacct for Education.
Product tour
SAGE INTACCT
AP Automation
Real-time Reporting & Dashboards
Bank feeds and reconciliations
Team Collaboration
Multi-location consolidation
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On the top row of your dashboard, you'll find performance cards showing live key metrics. These give you a real-time view of your organisation’s performance, including: • Income • Expenditure • Funding • Pupil/Student Numbers Dashboards in Sage Intacct are fully configurable, so you can focus on the metrics that matter most to you.
Visibility starts at your dashboard.
Filter expenditure by location View a breakdown of expenditure by school to understand how your budget is being used across locations. You can also filter by fund, department, and more, giving you fast access to the details you need.
Next
Use dimensions to better understand your data Dimensions let you focus on a specific element of your data quickly and easily. In this example, we’re using “supplier” as a dimension to compare expenditure by supplier across different schools.
Combine financial and statistical data in one view Integrate your financials with key statistical metrics to get a complete view of your education organisation’s performance.
Drill down into transaction-level detail Dashboards don’t stop at the high-level view. With just one click, you can drill down from summary reports to individual transactions. This gives you deeper insights and supports better decision-making.
Visualise your data Our Interactive Visual Explorer takes your analysis, insights, and storytelling to the next level. Use interactive charts and graphs to spot trends, understand patterns, and visualise your financial data.
Automate invoice entry with AI Sage Intacct uses AI and machine learning to automate invoice processing, saving you time and reducing manual effort. Just upload your invoice and import the data in a single click.
Simplify approvals with automated workflows Use automated workflows to streamline your approval process. This helps ensure bills are reviewed and approved quickly, with less manual chasing and fewer delays.
Maintain a clear audit trail Documents are automatically tracked and stored. This ensures compliance, supports transparency, and gives you full visibility across every step.
View the full history of every transaction Review the complete history of your transaction workflows to understand the approval process and identify any bottlenecks.
Purchasing
Purchase order
2817312
03/06/2024
342142
ABC Office Supplies
Pending
Print/Email
Edit View
2193324
02/06/2024
438212
2434325
121324
Converted
3423453
01/06/2024
185653
2392123
322124
Track grants and reconcile with confidence Sage Intacct Bank Feeds connect securely to over 10,000 banks worldwide, giving you accurate daily insights, automated transaction matching and a path to a continuous close. To reconcile a grant or account, click ‘Reconcile’ to view statement dates, balances and account details. This helps you maximise cash potential, manage exceptions and errors, and monitor for fraud with confidence.
Automatically categorise and post transactions Bank feed creation rules help you reduce manual data entry by automatically matching and creating transactions. Define your own conditions and actions to categorise and post transactions, saving time and improving accuracy.
Reconcile bank transactions with ease Sage Intacct receives transactions directly from your bank and uses reconciliation rules to match them automatically, helping you save time during month-end close. You can also review and match transactions manually within the same reconciliation screen when needed.
Post transactions without leaving your bank reconciliation Speed up reconciliation by posting transactions directly from within the bank reconciliation screen. There’s no need to exit or switch views. This keeps your workflow fast, focused, and efficient.
Collaborate with your team in real time The Collaboration Centre in Sage Intacct lets you message your team and share key information within the platform. Team members can see updates and respond instantly. This helps everyone stay aligned and move faster.
Dashboards
Collaborate directly on dashboards Add comments and annotations to any dashboard to share insights and start conversations. Your team can view and respond in real time, making it easy to discuss and analyse financial data together.
£689,473
Assets
this year
+£176,746 vs. prior year
£218,921
Revenue
+£387,918 vs. prior year
£147,561
Revenue over Expenses
+£9,197 vs. prior year
£102,921
Fundraising Effeciency
prior year to date
+£9,197 vs. prior month
CFO - Daily View
Collaborate within transactions Add notes directly to a transaction so everyone involved has the right context and information. Team members can see updates, share input and stay aligned, all from the transaction screen.
CFO - Residential View
£101,000
Grant Receivable
+£1,918 vs. prior year
2,986
Volunteer Hours
+123 vs. prior year
16,301
# of Meals Served
£53,021
Expenses for Meals Program
-£3,217 vs. prior year
Accounts Payable
Collaborate within specific transactions to ensure everyone involved has the necessary visibility, context and information.
Collaborate on vendor records and more Tag team members directly in a vendor record to discuss details, ask questions or share updates. This keeps communication focused, improves accuracy and reduces the need for long email threads.
Order Entry
Go straight from conversation to action Click links in the Collaboration feed to jump directly to the related record, giving you fast access to the information you need, right when you need it.
One database for all your entities With a shared environment, Sage Intacct brings all your locations and entities into a single database. You get shared charts of accounts, suppliers, and reports, with continuous consolidation and the ability to switch views across entities with ease.
Control access to shared records across entities Maintain control at the top level by deciding which entities can access shared records like suppliers and customers. Configurable rules let you manage access confidently while giving each education entity exactly what it needs.
Add or update entities in minutes Set up new entities quickly with no IT support needed. Inter-entity accounts are automatically connected to support continuous consolidation, giving finance teams more flexibility and faster results.
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Budgeting and Scenario Planning
Advanced Functionality
Interactive Data Analysis and Insights
Multi-entity Accounting
Completed!
