Sage Intacct project costing and billing

See how you can improve margins by issuing invoices quicker and automating billing and revenue recognition.

Overview Sage Intacct Capabilities Sage Intacct Industries Platform SDMO

Automation and productivity highlights

Improve profit margins by basing project bids on better data.
Lower costs by streamlining project billing processes.
Project accounting software makes it easy for your team to get information and provide great service.

Easily and quickly handle project costing and billing complexities

Project-based companies in engineering, consulting and other professional services face a more diverse mix of clients and projects – and that leads to increasing complexities. You want to bid smarter based on historical profitability. Meanwhile, clients want different billing terms and invoice formats/data. That’s where Sage Intacct Project Costing and Billing shines, with a comprehensive project-based billing solution to streamline and simplify this critical process.

The right solution for project costing

Your professional services firm needs project costing and accounting software to match the way you work.

Track expenses by projects, identify unbilled R&D costs, or run billable services projects for clients.
See the true financial impact of past projects, so you can make smarter project bids.
By tying into your CRM system, Sage Intacct shows you what’s in the pipeline, so you line up the right people and materials and turn bids into projects without manual data re-entry.

Faster invoicing and billing for improved cash flow

With Sage Intacct Project Costing and Billing software, you save money and time while improving cash flow.

Combine different billing terms on a single project or multiple projects and deliver a consolidated invoice.
Base invoices on time and materials, fixed fees and milestones, or percentage completion.
Apply any custom invoice templates based on a specific project for each customer and configure invoices to individual client formatting specifications.

Legal Monkeys regained 6 person-days per month by eliminating tedious accounting and reporting tasks in less than 5 months. Read the case study

Reduce revenue leakage

Sage Intacct Project Costing and Billing cuts revenue leakage through an integrated process spanning sales, finance and operations.

Personalised dashboards give you real-time visibility into budget vs. actuals, billed vs unbilled expenses, and billable hours vs unbillable hours.
Track change orders and not-to-exceed amount triggers so you can carefully manage the project and adjust plans as needed.

European Paving Designs managed 400% growth over 5 years. Read the case study

We used to spend two days a week manually generating statements and attaching to individual emails; now it’s less than an hour thanks to Sage Intacct’s automation. The level of data we now have has helped us understand where our unprofitable customers are and where we need to improve margins.

James Proctor
Director of Professional & Managed Services, Phase 3

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