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$5,617,980
Revenue - Services
this year to date
-$118,637 vs. budget
$424,320
Revenue - Reimbursed Expenses
+$10,281 vs. budget
$813,200
Revenue - Subcontractors
+$23,987 vs. budget
$32,500
Revenue - Other
+$32,500 vs. budget
$6,888,000
Total Revenue
+$102.77% of budget
Dashboards
Use the left-hand menu to jump to specific features or click 'Next' on each screen to walk through the powerful capabilities of Sage Intacct for SaaS Companies.
Explore at your own pace
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Global Multi-Entity Accounting
Revenue Recognition
Subscription Billing and Payments
Real-time SaaS Intelligence
Product tour
SAGE INTACCT
Seamless Integrations
AI-Powered Financial Management
Here, the CFO gets full visibility into their SaaS company’s key investor and growth metrics.
Let's start with the CFO's dashboard.
At the top, you’ll see Performance Cards showing your key SaaS-specific KPIs, such as MRR, ARR, CAC, and churn rates, in real-time metrics. These metrics are fully configurable to meet your needs and cover seven major roles, including Growth, Cash, Renewal, and Audit.
99.97%
Gross Dollar Retention Rate
this month
-0.03 vs. prior month
$1,156,016
Total CMRR
+$106,625 vs. prior month
As your renewals and upsells come through, Sage Intacct captures the order type automatically, updating your SaaS metrics in real-time. This gives you immediate insights into how these changes are affecting your business.
General ledger
Our Multi-dimensional General Ledger includes standard dimensions like location, department, vendor, employee, and item. Customize it with user-defined, specialty, and dependent dimensions to fit your unique needs.
CFO - Daily View
Let's explore dimensions integrated into the reporting tool for enhanced insights. In this example, we're looking at revenue by item.
You can slice and dice data across unlimited dimensions catered to varied perspectives and stakeholders. Apply filters like location, customer, or department for more detail.
Outcomes
Leverage multiple dimensions to analyze and compare data, so you can optimize financial performance.
Here, we compare expenses and profit using a custom dimension.
Enhance your forecasting by sending billing, payables, and revenue data from Sage Intacct to Sage Planning. Compare budgets vs actuals, forecast cash flow, and explore detailed FP&A reports—all in one place.
Easily compare budgets vs actuals to track performance and identify areas that need adjustment.
Contracts
Sage Intacct automates over 500 complex billing models such as usage-based, recurring, fixed, and hybrid.
Now, Finance can partner with RevOps and Product to create flexible billing, maximize client value, innovate pricing, and outmaneuver the competition.
Sage Intacct automatically creates renewals on existing subscription contracts. Take the manual work off your plate, so you can better plan for future billing, revenue, cash flow, and forecasts with greater accuracy.
Evergreen Billing is one of the 500+ models Sage Intacct automates. Create Evergreen Billing templates for perpetual billing and revenue recognition from the original order, simplifying your management of these types of billing agreements.
AR Automation in Sage Intacct lets you provide customers with a portal to view and pay their invoices. They can choose from a variety of payment options, including ACH, Stripe, EFT, and more.
Sage Intacct simplifies contract management with automated renewals, upsells, downsells, and deferred revenue management.
Streamline your recurring revenue management and reduce errors with Sage Intacct.
Now, we’ll streamline deferred revenue management in the revenue schedules to ensure revenue recognition aligns with subscription and services delivery. This improves financial control and accuracy.
Sage Intacct automates revenue assignment to Unbilled, Billed, and Paid categories across Deferred and Sales Revenue. This ensures compliance with ASC 606 or IFRS 15 and makes revenue recognition fast and accurate—no more hours spent on manual spreadsheets.
Now, let's simplify the management of multiple global entities and currencies. With Sage Intacct you can manage multiple entities and currencies on a single platform. This streamlines global consolidations and maintains accurate, consolidated financial statements, cutting consolidations from days or weeks, into minutes.
Consolidation Dashboard
Sage Intacct automates inter-company transactions and eliminations, simplifying the management of multiple entities and currencies. Speed up your close from weeks to just minutes.
Inter-Entity Account Mapping
Keep your cash up-to-date at all times with automated reconciliations.
Securely connect to over 10,000 banks and credit cards worldwide and deliver daily accurate cash insights.
Reconcile Credit Card Account
SOX Compliance Dashboard
In your SOX Compliance dashboard you can easily manage SOX 302 and 404 controls, providing financial reporting and internal controls like role-based access. This ensures compliance for investors, auditors, and IPOs.
With Sage Intacct for SaaS you get to experience the power of having one, unified system of record where data is automatically synchronized across all the applications you need.
Sage Data Flow takes the pain out of complex integrations and data syncing by automating the whole process.
It understands common objects across systems, ensuring smooth synchronization without the need for costly third-party solutions.
Our platform also offers pre-built integrations for top SaaS tools like HubSpot, Salesforce, and Stripe, allowing you to connect your systems effortlessly. And with an open API, you can customize integrations to suit your unique needs.
With your data automatically synchronizing across Finance, CRM, PSA, and more, you achieve a 360-degree view of your business. Say goodbye to data silos and hello to smarter decision-making.
Accounts Payable
Sage Intacct AI in Accounts Payable analyzes your vendor’s invoice, and understands how to update your AP data, such as Departments, Classes, and Locations, to speed entry and invoice processing.
General Ledger Report
Sage Intacct AI in the Close reviews historical patterns on your journal entries, such as dimensions and amounts, and flags exceptions to your standards. This allows you to close each entry as it comes in, ensuring continuous assurance of your financial system.
Sage Intacct is set to release AI-driven Cash Flow forecasting, leveraging payment patterns from over 60 million vendors in the Sage Network, matched against your Accounts Payable and Accounts Receivable.
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