Current operating records
Clients, opportunities, contracts, projects, people, skills, schedules, time, expenses, budgets, WIP, invoices, revenue, payments, accounting, reports, configuration, and identifiers.
Sage presents Intacct for professional services as cloud accounting and financial management with project financials, time and expenses, billing, receivables and payables, multi-entity consolidation, reporting, integrations, and separately licensed integrated PSA capabilities.
Clients, opportunities, contracts, projects, people, skills, schedules, time, expenses, budgets, WIP, invoices, revenue, payments, accounting, reports, configuration, and identifiers.
Opportunity, contract, project setup, staffing, delivery, time, expense, WIP, billing, revenue, payment, accounting, reporting, export, and closeout.
Coverage, source ownership, financial definitions, permissions, controls, exports, implementation work, integration risk, reconciliation, and rollback remain visible.
The useful product is the one your team can keep current while preserving ownership, evidence, and the client relationship.
Inventory active records, policies, definitions, workflows, roles, reports, integrations, configuration, exports, plan dependencies, and identifiers.
Rebuild one engagement from opportunity through contract, staffing, delivery, time, WIP, billing, revenue, payment, accounting, reporting, and closeout.
Test missing data, changed scope, staffing gap, rate correction, revenue timing, rejected invoice, multi-entity boundary, failed integration, permission boundary, export, and recovery.
Compare specialist depth, workflow clarity, client experience, finance boundary, controls, administration, implementation, regional fit, total stack cost, and migration risk.
Confirm current plan availability, limits, integrations, and migration behavior directly with each provider.
Product facts checked against Sage for professional services on 2026-08-09.
A firm may need a different balance of enterprise depth, client experience, resources, finance, controls, configuration, integrations, implementation, regional fit, or price.
Use one active engagement with real roles, resource decisions, financial records, controls, a meaningful exception, export, and recovery scenario.
Start with active clients and work, executed agreements, future commitments, invoices, WIP, time and expense evidence, policies, permissions, and identifiers.
Start with one active client and the hardest normal exception.