Explore at your own pace
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 Nonprofits.
Product tour
SAGE INTACCT
AP Automation
Real-time Reporting & Dashboards
Grant Management
Team Collaboration
Budgeting and Scenario Planning
Request pricing
Assets Revenue Program Performance Expenses
$689,473
Assets
this year
+$176,746 vs. prior year
$218,921
Revenue
+$387,918 vs. prior year
$147,561
Change in Net Asset
+$9,197 vs. prior year
$101,000
Grant Receivable
+$1,918 vs. prior year
CFO - Daily View
On the top row you can see the performance cards featuring live key metrics that give you a comprehensive view of your nonprofit organization's performance, including:
Visibility starts at your dashboard.
CFO - Overview
$6.93
Expense per Meal
-$1 vs. prior year
2,986
Volunteer Hours
+123 vs. prior year
16,301
# of Meals Served
$53,021
Expenses for Meals Program
prior year to date
-$3,217 vs. prior year
Actual Sage Intacct dashboards are fully configurable for your needs.
Date & Time
Revenue per
$1500
Texas
Maine
California
Florida
$0
$500
$1000
Location
Here you'll see a revenue filter by location. You can also filter by program, department, and more with just a few clicks.
Next
If you have a specific element that drives your nonprofit, you can define it as a custom dimension. Here we’ve defined “municipality” as a dimension in order to analyze revenue by municipality.
by Municipality
Sandy
Murray
Holiday
Draper
Cottonwood
0
$21,000
$28,000
$35,000
$7,000
$14,000
Riverton
Integrate financial data with statistical metrics to get a holistic view of your nonprofit’s impact and operations.
Journal Entries
Our dashboards aren’t limited to just showing the high-level picture – details are a click away. Easily drill down from summary reports to transaction details for deeper insights and better decision-making.
Our Interactive Visual Explorer takes your analysis, insights, and storytelling to the next level.
Location, Gross Margin %, Revenue
Revenue CYtD, Revenue CYtD vs PYtD % by Location
Revenue Insights
Dashboards IVE:CFO-IVE
Revenue CYtD by Location, Item
Expenses CYtD, Expenses CYtD vs PYtD % by Location
Expenses CYtD by Department, Expenses CYtD vs PYtD %
Expenses CYtD by Location, Department
$000
$1.00M
$2.00M
$3.00M
$4.00M
$5.00M
Revenue, Expanse
Expenses
Year, Entry Date Quarter of Year
Revenue, Expenses by Year, Entry Date Quarter of Year
Leveraging Sage Intacct AI and machine learning capabilities to automate bill processing will save you significant time and effort. Simply upload your email invoice and import the data in just a click.
Accounts Payable
Woman’s Training Course
2817312
03/06/2024
Bill: Batch 2817312
$4,400.00
Submitted
*******
USD
Edit View
100
Templeton Explanation
110
2193324
02/06/2024
Bill: Batch 2193324
$2,300.00
Draft
Rural Health Network
120
2434325
Bill: Batch 2434325
Outreach Campaign
130
3423453
01/06/2024
Bill: Batch 3423453
$2,500.00
Claremont Impact Study
140
2392123
Bill: Batch 2392123
$1,300.00
141
142
180
400
401
Approve Decline
Streamline the approval process with automated workflows that ensure timely and efficient handling of bills.
Keep a clear audit trail with documents that are automatically tracked and stored, ensuring compliance and transparency.
Review the complete history of your transaction workflows to understand the approval process and identify any bottlenecks.
Purchasing
Purchase order
342142
06/20/2024
ABC Office Supplies
Pending
Print/Email
438212
06/10/2024
121324
06/01/2024
Converted
185653
05/20/2024
322124
Sage Intacct Grant Tracking and Billing gives you full grant reporting with beginning and ending grant dates. Easily track the status of all your grants in one place, ensuring you stay on top of deadlines and requirements.
Grants
Track, monitor, and analyze grant activity to ensure compliance and effective use of funds.
Dashboards
Manage grant compliance requirements by tracking allowable and disallowed spend. Generate detailed reports to provide stakeholders with insights into fund usage and impact.
Reports
Ensure compliance with grant terms and conditions by efficiently billing for qualified reimbursable expenses, guaranteeing timely reimbursement and accurate accounting.
Collaboration center in Sage Intacct for Nonprofits allows you to communicate and share information with your team in real-time.
Link directly from the Collaboration feed to specific records, ensuring quick access to relevant information and actions.
Net Income
20%
+$5,043 vs. prior month
You can work together directly on dashboards, making it easy to discuss and analyze financial data and insights.
CFO - Residential View
Collaborate within specific transactions to ensure everyone involved has the necessary visibility, context and information.
Order Entry
Engage with team members on specific records, such as a vendor record, to streamline communication and improve accuracy.
Budgeting and scenario planning in Sage Intacct helps you build comprehensive budgets that align with your nonprofit's goals and objectives.
Easily compare budgets vs actuals to track performance and identify areas that need adjustment.
Create forecasts and what-if scenarios to plan for various future possibilities and make informed decisions.
Access a library of planning models to streamline the budgeting and scenario planning process. The model calculator instantly calculates values so you can play with the values for different scenarios.
Use planning dashboards to visualize and manage your budgeting and forecasting activities efficiently.
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Advanced Functionality
Interactive Data Analysis and Insights
Multi-entity Accounting
Completed!
