Woman working on finances in an open-plan Irish charity office

How Not-for-Profits Can Strengthen Finances with Sage Intacct

Woman working on finances in an open-plan Irish charity office

Not-for-profit organisations face many of the same pressures as commercial businesses – but with tighter budgets and greater public scrutiny. Rising costs, growing demand, and new reporting requirements leave many charities wondering how to stay compliant and keep delivering essential services.

Transparent financial management isn’t just a legal obligation. It’s what builds trust, attracts funding, and keeps vital work moving forward. In Ireland, interest in charity finances is growing fast: the Charities Regulator reported a 43% jump in public views of charity records last year. At the same time, more charities are modernising their accounting systems to stay ahead of stricter rules and higher expectations.

Accountability is under the microscope

According to the Regulator’s latest annual report, nearly 500 concerns were raised about Irish charities, and one in five related to financial control or transparency. A new public “traffic light” system now highlights whether a charity has filed its annual report on time. Miss a deadline or submit incomplete data and you risk not only removal from the register, but a loss of donor confidence.

In this environment, accurate, timely financial reporting is no longer just an internal task but a public promise. Finance teams and boards need tools that can keep that promise.

Why the right accounting software matters

Charities have unique financial needs that spreadsheets or generic accounting tools often struggle to meet. Grant tracking, multi-fund reporting, and detailed audit trails require a specialised solution. This is where Sage Intacct accounting software comes in. Designed specifically for not-for-profits, it helps organisations stay compliant while keeping finances clear and accessible.

The charities we work with consistently tell us how Sage Intacct has transformed their financial management. Real-time dashboards and automated reporting give boards and executives an instant view of the organisation’s financial health. Being able to drill down into every figure makes audits and compliance checks far less stressful, while providing the transparency needed to satisfy donors, regulators, and trustees.

As a trusted Sage Intacct partner, Envisage has guided not-for-profits across Ireland to make the most of these capabilities. By combining the software with our sector-specific expertise, finance teams gain confidence in managing multiple grants, tracking funds accurately, and reporting clearly.

Putting it into practice: Sage Intacct features for not-for-profits

Sage Intacct provides tools that help not-for-profits manage finances more effectively, maintain transparency, and make decisions with confidence. Beyond basic accounting, it gives finance teams clarity and control, so they can focus on the organisation’s mission rather than being slowed down in manual processes.

Tracks funds and grants with confidence:
Managing multiple grants and restricted funds can be complex, with each having its own rules and reporting requirements. Sage Intacct centralises fund tracking, making it easier to allocate, monitor, and report on every euro. This ensures funds are used as intended and provides a clear, auditable record for donors and regulators.

Built-in audit trails:
Every transaction is automatically logged, creating a reliable audit trail. This helps charities answer questions quickly, stay audit-ready, and reassure boards and leadership teams that all financial activity is transparent.

Automation that frees up resources:
Routine tasks like journal entries, supplier payments, or procure-to-pay processes can take up significant time. Sage Intacct automates these processes, reducing errors and freeing staff to focus on strategic priorities such as planning, analysing performance, or engaging with donors.

Powerful visual insights:
Rather than wrestling with spreadsheets, finance teams can use dashboards and visual reports to quickly see trends, measure impact, and communicate results. Visual insights make it easier for boards and donors to understand how resources are being used and the outcomes they are creating.

Flexible and secure in the cloud:
With staff and volunteers often working across different locations, cloud access is essential. Sage Intacct allows secure access to financial processes from anywhere, supporting collaboration, resilience, and continuity without expensive IT infrastructure.

Easy integration with other systems:
Most charities rely on multiple platforms for fundraising, operations, and donor management. Sage Intacct integrates smoothly with these tools, reducing duplication and providing a single, accurate view of finances. This makes everyday tasks simpler and ensures teams can focus on delivering their mission.

Partnering for Success

Software alone isn’t enough. Working with an experienced Sage Intacct partner ensures you get expert guidance on setup, configuration, and ongoing support. At Envisage, we help not-for-profits implement Sage Intacct in a way that aligns with their specific processes and regulatory requirements, giving finance teams the confidence to focus on their mission.

Having the right guidance also makes it easier to meet compliance standards, which protects more than just your organisation – it builds trust with donors, volunteers, and the communities you serve. Purpose-built tools like Sage Intacct help charities handle today’s reporting requirements while preparing for future challenges, so finance teams can feel confident and supported.

Whether you’re managing multiple grants, preparing for a detailed audit, or simply tired of relying on outdated spreadsheets, Sage Intacct can make a real difference. Let us help your not-for-profit thrive, contact us today for expert advice tailored to your organisation’s needs.

About the Author

Picture of David Burke

David Burke

David Burke, the Technical Director for Envisage, is responsible for developing bespoke and off-the-shelf solutions, including easyDD for Sage. In 2023, he achieved accreditation as a Sage Intacct Implementation Certified Consultant.

A hand stopping a row of falling wooden dominoes, symbolising control and preventing disruption, representing how upgrading from Sage 50 to Sage 200 or Sage Intacct can help businesses scale efficiently.

Top 5 Proven Strategies for a Successful Sage 50 Upgrade to Support a Scaling Business

A hand stopping a row of falling wooden dominoes, symbolising control and preventing disruption, representing how upgrading from Sage 50 to Sage 200 or Sage Intacct can help businesses scale efficiently.

Accounting software is an essential part of any business, but not every system is suited to every stage of growth. Many businesses start with an entry-level solution because it’s affordable and simple to manage. Sage 50 is a common choice at this stage. It covers the basics effectively and gives a small finance team a solid foundation. However, as your company grows – handling more transactions, staff, and operational complexity – the system that once worked well may begin to hold you back.

If generating reports is time-consuming, your team is staying late to manage spreadsheets, or you’ve created workarounds just to keep things running, it’s a clear sign your system is under pressure. Moving beyond Sage 50 isn’t about following trends; it’s about equipping your finance team with the right tools to manage a larger, faster-paced business without added stress.

Below are five practical strategies to help you recognise when it’s time to upgrade, plan your transition, and select the right Sage solution for your next stage of growth.

Spot the signs you’ve outgrown entry-level software 

Growth affects every part of a business, but the finance function usually feels the strain first. Common warning signs include:

• Excessive manual data entry. If your team spends hours exporting figures to spreadsheets and checking formulas, valuable time is lost and the risk of errors increases.

• Limited visibility. Entry-level systems often provide outdated snapshots rather than live data. Without real-time insight, decision-making can be slow or uncertain.

• Complex operations. Multi-entity or multi-currency accounting is challenging if your software cannot consolidate accounts or manage different regulations.

• Rigid workflows. If reports take all night or you have to adapt your processes to fit the software, you’ve hit a ceiling.

Identifying these signs early allows you to plan an upgrade before inefficiencies start costing your business.

Strategy 1: Map your current and future needs 

Scaling a business is more than increasing users or transactions. Think ahead to where your company will be in three to five years. Document current pain points for your finance team and consider the capabilities you’ll need in the future, such as multi-location reporting, advanced analytics, or tighter integrations with sales and operations. A clear roadmap will guide you to the right Sage solution and prevent short-term fixes that won’t support long-term growth.

Strategy 2: Choose the right path for a Sage 50 upgrade 

When Sage 50 no longer meets your needs, there are two clear upgrade options: Sage 200 and Sage Intacct.

Sage 200

Built for small to mid-sized businesses, Sage 200 goes beyond accounting to cover finance, sales, inventory, e-commerce, and supply chain management. It offers:

Advanced stock control and purchase order handling

Customisable reporting and built-in analytics

Flexible workflows that adapt to your business

For organisations looking for a single platform to manage operations alongside finance, Sage 200 is a natural next step.

Sage Intacct

For rapidly growing businesses or those requiring advanced functionality – including multi-entity or multi-currency support – Sage Intacct offers a cloud-native solution for ambitious finance teams. It provides:

Real-time dashboards and strategic reporting

AI-driven automation to reduce manual work

Seamless integration with a wide range of operational tools

Envisage is a trusted Sage Intacct partner, supporting companies across Ireland in planning and implementing the platform, helping finance teams benefit from a connected financial ecosystem from day one.

Strategy 3: Look to real success stories  

One of the best ways to understand the impact of a Sage 50 upgrade is to look at businesses that have already made the move. Since opening our UK offices just over a year ago, we’ve helped companies like Italica learn how to upgrade Sage 50 to Sage 200 to support smarter growth. 

Their finance team found Sage 50 was slowing them down just as they needed to scale operations. With Envisage’s guidance, upgrading to Sage 200 gave them enhanced reporting, greater control, and the flexibility to keep pace with expansion.

Stories like Italica’s demonstrate that upgrading from Sage 50 is more than installing new software – it’s about equipping your business with the tools to grow confidently and sustainably.

Strategy 4: Make implementation and support a priority  

Even the best software won’t deliver results if the rollout is rushed. A successful Sage 200 or Sage Intacct implementation requires expert guidance. At Envisage, we help configure the system, migrate data, and train your team. Our ongoing support ensures your investment continues to deliver value well beyond go-live.

Strategy 5: Equip your finance team for growth  

Upgrading from Sage 50 isn’t just a technical change. It’s about freeing your finance team from repetitive tasks, gaining real-time visibility, and ensuring your systems can support growth for years to come.

Whether you select Sage 200 for a comprehensive business management platform or Sage Intacct for a flexible cloud-based finance system, Envisage can support you through every stage – from initial planning to long-term support.

Your business has already proven it can grow. The next step is giving your finance team the tools to match that growth. With a clear strategy and the right technology, you can scale confidently and focus on the opportunities ahead. Request pricing today.

About the Author

Picture of Kyle Moore

Kyle Moore

Kyle works as a Senior Consultant on the implementation team for Envisage. His focus is on the Sage 200 accounting system products and some of the value-added products. Kyle started off at Envisage on the technical support side before he moved over to the implementation team. With 25 years of experience working with Sage 200 in its various guises, he has vast knowledge of the product and our customers, and understands how their businesses work.