Employees reviewing business intelligence dashboards and analytics data

Key Technologies, Trends, and Choices Shaping the Future of Small Business Accounting Software

by AccountingSage Intacct
Employees reviewing business intelligence dashboards and analytics data
  • Accounting, Sage Intacct

As 2026 approaches, small businesses are preparing for a period of rapid transformation across finance, operations, and technology. Accounting software was once used primarily for bookkeeping and compliance but has evolved into a central driver of strategic decision-making. Advances in artificial intelligence (AI), smarter automation, real-time analytics, and cloud accessibility are reshaping how small businesses manage their finances, respond to challenges, and plan for growth. 

With so many new capabilities on the horizon, selecting the right accounting system, and the right Sage partner to support implementation has never been more important. To prepare for the year ahead, small businesses must understand not only what software solutions can do today, but also how these tools will influence the way they work in the future. 

Accounting trends defining 2026 

Regulatory shifts, rising customer expectations, and more complex operating environments all influence how financial processes are managed. Staying ahead of accounting trends is now essential for remaining competitive, compliant, and resilient. 

AI-powered automation moves into the mainstream 

In 2026, AI will be a core component of the modern accounting experience. From the automation of basic tasks to the delivery of predictive insights, AI helps small businesses work more efficiently, reducing the need to take on extra finance staff. 

Automated invoice processing, categorisation, bank reconciliation, payment scheduling, and expense approvals are becoming baseline features in leading platforms. This allows teams to reallocate time toward higher-value work, such as financial planning, supplier negotiations, or evaluating growth opportunities. 

However, the shift toward AI-driven finance also requires strong oversight. Automated processes must be monitored to ensure accuracy, and businesses must be prepared to adapt workflows, audit trails, and approval processes. Upskilling staff is essential, so teams understand how to interpret AI-generated insights and confidently make data-driven decisions. 

Cloud accounting takes centre stage 

Cloud technology continues to dominate accounting software, especially as hybrid and remote work environments become the norm. Cloud-based platforms like Sage Intacct offer real-time access for employees, advisors, and leadership teams, ensuring consistent visibility across multiple locations, devices, and business units. 

The cloud also supports ongoing digital tax and regulatory changes, helping businesses stay compliant as requirements continue to evolve. Automated updates ensure that software stays compliant without manual intervention, reducing the risk of errors in tax submissions or reporting. 

But reliance on the cloud also introduces new considerations. Cybersecurity threats continue to rise, making robust data protection measures, such as strong encryption, multi-factor authentication, and strict access controls, absolutely essential. Businesses must commit to maintaining secure environments as they embrace the advantages of cloud accounting. 

Real-time data and intelligent reporting become expected 

The era of waiting for month-end figures is over. In 2026, small businesses can expect instant access to accurate, up-to-date information. 

Modern dashboards offer: 

  • • Real-time cash flow monitoring 
  • • Instant drill-down reporting 
  • • Automated forecasting 
  • • Scenario planning 
  • • Alerts for unusual activity or emerging risks 

These capabilities allow businesses to be proactive rather than reactive. Yet, real-time reporting is only as strong as the data feeding it. For many SMEs, the challenge lies in ensuring consistent data quality, enforcing proper coding and categorisation, and training teams to interpret analytics effectively. 

Businesses must invest in both technology and education to take full advantage of the opportunities offered by real-time insights. 

Security and compliance become critical priorities 

As digital transformation accelerates, financial data becomes more vulnerable. Cyber criminals are targeting organisations of all sizes, and even small businesses now face sophisticated threats. This makes security one of the most important considerations in accounting software selection. 

Key features shaping secure finance systems include: 

  • • Multi-factor authentication 
  • • Permission-based access 
  • • Built-in audit trails 
  • • Continuous updates 
  • • Automated compliance features 

While increased regulation, from GDPR updates to ESG reporting expectations, adds pressure, the right software drastically simplifies compliance. The key challenge for businesses is keeping pace with these changes while ensuring financial processes remain both efficient and protected. 

What to look for when choosing accounting software in 2026 

With today’s rapidly shifting landscape, small businesses should choose accounting solutions that support long-term performance, not just immediate needs. The best platforms offer: 

  • • AI and advanced automation to reduce manual workloads and provide predictive insights 
  • • Seamless integration with other core systems 
  • • Scalable cloud access so the software can grow as the business expands 
  • • Built-in compliance and strong security for peace of mind 
  • • Flexible, modular functionality that adapts as needs evolve 

The goal is to adopt a system that makes accounting easier today while supporting growth in the years ahead. 

Why Sage accounting software stands out for small businesses 

Sage remains one of the world’s most trusted accounting providers, and for good reason. In 2026, Sage Intacct will continue to lead the way with advanced financial management capabilities designed specifically for growing organisations. 

Key strengths include: 

  • • AI-powered tools such as Sage Copilot, which automate routine tasks, flag upcoming deadlines, and identify opportunities to reduce costs 
  • • Real-time cloud collaboration, giving finance teams and business leaders shared visibility anytime, anywhere 
  • • Multi-currency capability and support for digital tax requirements, ideal for businesses expanding 
  • • Flexible modules for areas like project accounting, inventory, or order management 
  • • Robust data security and built-in compliance features, supported by continuous updates 
  • • Strong integration capabilities that allow Sage Intacct to connect with other essential business applications 

For small businesses aiming to prepare their operations for growth, Sage provides a stable, intelligent, and scalable financial foundation.  

The critical role of a Sage Intacct partner in 2026  

Choosing the right accounting software is only the first step. Successful digital transformation requires expert guidance, tailored implementation, and ongoing support, which is where a Sage Intacct partner becomes invaluable. 

At Envisage we help businesses: 

  • • Configure Sage Intacct around specific processes, not generic templates 
  • • Ensure smooth data migration and system setup 
  • • Provide training and user adoption support 
  • • Offer ongoing guidance as the business grows or regulations evolve 
  • • Maximise ROI by aligning technology with long-term objectives 

Rather than offering one-time fixes, Envisage takes a collaborative, strategic approach. This ensures your accounting software becomes an asset that drives efficiency, accuracy, and growth year after year. 

Looking ahead – the future of small business accounting 

The next few years will bring even more innovation, enhanced AI, deeper automation, smarter reporting, and new compliance standards. For small businesses, 2026 is not just about adapting to new technology; it’s about leveraging it to operate more effectively, make faster decisions, and achieve sustainable growth. 

With the right accounting software and the right Sage Intacct partner supporting your journey, your business will be better prepared for whatever the future holds. Get in touch with Envisage to explore how our Sage expertise can help your business thrive in 2026 and beyond.  

About the Author

Picture of Steve Boyes

Steve Boyes

Steve Boyes, the COO at Envisage, brings over 20 years of experience in accounting and IT to the table. With a robust background in specifying, designing, implementing, and supporting strategic solutions for SMEs, public sector, and not-for-profit organisations, Steve excels in addressing clients' real business problems and requirements rather than just focusing on technology. His approach has led to the successful execution of projects with some of Ireland's best-known companies.

Irish construction worker reviewing digital project data onsite

Construction Firms Said They’d Never Adopt Digital Software. Here’s How That’s Changing

by ConstructionSage Intacct
Irish construction worker reviewing digital project data onsite
  • Construction, Sage Intacct

For years, the formula for construction success hasn’t changed: deliver projects on time, within budget, and to the expected standard. Achieving this consistently depends on accurate data, and reliable software to interpret that data. Historically, many construction companies avoided digital systems and instead leaned on spreadsheets, paper files, and traditional finance processes. Today, solutions like Sage Intacct for Construction are reshaping the industry by providing real-time financial visibility, automated processes, and shared tools that keep every team connected, whether on-site or in the office.

But the shift to digital hasn’t been the same for everyone. Some companies adopted new tools quickly, often driven by younger employees who naturally embrace technology. Others were more cautious, with long-serving staff preferring the familiar methods they had used for decades. This divide between generations remains one of the biggest obstacles to digital transformation in construction.

Understanding the generational divide

Construction businesses rely heavily on the knowledge and experience of seasoned professionals. At the same time, younger team members bring technology-driven approaches and comfort with cloud tools, mobile apps, and automated workflows. When these working styles clash, it can slow progress and create inefficiencies that impact projects.

Bridging this divide requires more than simply rolling out new software. It involves encouraging collaboration, creating space for shared learning, and focusing on common business goals. Without these cultural changes, even the most advanced digital tools can end up underused.

Practical steps to close the gap

Continuing with outdated processes limits growth. To make digital adoption work, construction firms need to take intentional steps:

Bring in fresh perspectives: Hiring people with strong digital skills alongside experienced professionals helps balance innovation and practical industry knowledge. Mentorship between the two groups supports knowledge transfer and mutual learning.

Invest in inclusive training: Training must cater to different learning styles and comfort levels. As a Sage Intacct Partner, Envisage can support teams across the business, whether in finance or on-site, ensuring everyone gains confidence at their own pace.

Use collaborative platforms: Shared KPIs, cloud dashboards, and real-time reporting give the whole team a single source of truth, improving decision-making regardless of someone’s digital background.

Why Sage Intacct for every generation

Sage Intacct for Construction tackles key financial and operational challenges by connecting field teams with office-based staff. Its core benefits include:

• Automated workflows that reduce manual tasks and increase efficiency

• Real-time budget and financial visibility for immediate insight

• Accurate job costing and cash flow management to avoid overruns

• A scalable cloud platform that integrates with existing software

Tech-savvy staff appreciate the mobile-friendly interface and instant reporting, while experienced team members benefit from intuitive navigation and automation that cuts out repetitive admin. It supports both groups without overwhelming either.

Turning challenges into opportunities

Digital transformation comes with its share of obstacles. Concerns about change, system integration, or compliance can slow adoption, but these can be managed with a structured plan:

Identify core needs: Define which processes must evolve and the outcomes you want to achieve.

Evaluate solutions carefully: Look at functionality, scalability, and how well the software supports finance and operations.

Partner wisely: Envisage provides tailored demos and support to ensure systems align with how your business works.

Audit and review regularly: As needs change, regular checks ensure systems stay effective and user-friendly.

Prioritise training and collaboration: Give teams the time and resources they need to adopt changes smoothly.

Key benefits of Sage construction software

Sage Intacct is built specifically for construction, delivering efficiency and insight across generations:

Cloud access: Teams can view data anywhere, keeping everyone aligned.

Automated processes: Tasks like billing, job costing, and invoicing become faster and more accurate.

Built-in compliance: Clear audit trails and compliance-ready features reduce risk.

Custom dashboards: Staff get meaningful, role-specific insights.

Seamless integrations: Works with existing systems, supporting smooth workflows and future scaling.

Why partnering with experts matters

Introducing Sage Intacct is more than a software switch, it’s an investment in long-term operational improvement. The right partner ensures the process is strategic and supported. Envisage provides:

• Guidance tailored to your business

• Full support during planning, onboarding, and beyond

• Help accelerating adoption without disrupting daily operations

By focusing on both the technology and the people using it, construction firms can drive sustainable change. This not only strengthens employee retention but also enhances project outcomes and client satisfaction.

Preparing for Implementation

Thinking about modernising your construction business? A successful Sage Intacct rollout requires proper preparation, structured training, and a clear implementation plan. Download Envisage’s eBook, “Challenges in Construction – Bridging the generational technology gap and selecting the tools to take you forward,” to learn more about improving construction technology processes and adopting digital tools effectively.

With the right platform, strong collaboration, and support across all generations, Irish construction firms can deliver projects faster, smarter, and more profitably – both now and in the future.

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.

Sage Intacct accounting software

Rethinking the Future of Accounting with Sage: The Shift Toward Intelligent Automation

by AISage Intacct
Sage Intacct accounting software
  • AI, Sage Intacct

Artificial intelligence (AI) is reshaping how organisations operate across every sector. From healthcare to hospitality, and especially in finance, AI is transforming efficiency, accuracy, and strategic insight. For Irish businesses that want to stay ahead in a fast-evolving market, one of the most effective ways to enhance performance is by adopting the latest AI-powered financial management software.

In this blog, we look at how AI is transforming the accounting world; from basic automation to intelligent systems – and how modern solutions like Sage Intacct are helping finance teams in Ireland work smarter and support sustainable growth.

AI’s growing role across every sector 

AI is influencing business operations in ways that can’t be ignored. Retailers use it to optimise stock levels and predict customer trends. Manufacturers rely on it to manage supply chains and improve production efficiency. Within finance departments, AI takes things a step further – automating manual tasks, improving data accuracy, and generating real-time insights that support better financial decisions.

Today’s financial management systems are equipped with advanced AI capabilities that allow accounting teams to manage day-to-day tasks more efficiently and focus on strategy and growth. With intelligent automation built in, these systems are evolving into vital tools that drive insight, accuracy, and long-term business success.

The evolution of AI for accountants 

AI has advanced rapidly over the last decade. What once required constant human oversight has now evolved into intelligent systems capable of operating independently while maintaining safety and precision. In accounting, AI now exists in three main forms:

Task-Based AI
Early versions of AI focused on automating repetitive tasks such as processing invoices, categorising transactions, and detecting errors – helping reduce manual effort but still requiring human supervision.

Generative AI
This form of AI supports collaboration, helping accountants analyse data trends, run forecasts, and create reports, combining human judgment with AI-driven insights.

Agentic AI
The newest evolution enables AI to carry out end-to-end processes autonomously, involving humans only when necessary. This level of automation significantly improves speed and productivity within finance teams.

AI-powered accounting: How Sage Intacct transforms tasks 

Sage is leading the charge for Irish businesses looking to embrace AI within accounting. Sage Intacct is built with AI at its core – designed to simplify financial processes, deliver predictive insights, and enable data-driven decision-making.

With Sage Intacct, finance teams can:

• Simplify invoice processing

• Detect unusual transactions

• Automate month-end close tasks

• Chase overdue invoices

• Submit VAT returns

• Maintain compliance with ease

Sage Copilot: AI assistant for insight and efficiency  

A standout innovation within Sage Intacct is Sage Copilot, a generative AI assistant created to work alongside finance professionals. Backed by over 40 years of Sage expertise, it helps teams achieve greater efficiency, accuracy, and confidence by:

• Automating routine work – handling repetitive tasks such as payment reminders, allowing teams to focus on strategy and analysis

• Delivering actionable insights – providing real-time performance updates to identify trends, risks, and opportunities

• Ensuring accuracy and compliance – continuously monitoring transactions to maintain audit readiness and meet regulatory requirements

Beyond Copilot, Sage Intacct’s AI-driven platform offers key advantages for Irish organisations:

• Faster operations – automation speeds up accounting tasks, giving teams time to focus on higher-value work

• Improved accuracy – AI-powered checks reduce errors and ensure reliable data

• Scalable growth – multi-entity, multi-location, and multi-currency capabilities make expansion simple

• Seamless collaboration – cloud-based tools enable teams to work securely from anywhere

• Integrated ecosystem – connects with other business applications for unified, consistent financial data

These features make Sage Intacct more than just accounting software – it’s a strategic platform that enables businesses to make smarter decisions, strengthen financial control, and grow with confidence.

Implementing Sage accounting software in Ireland 

AI is redefining how accounting functions, helping businesses operate with greater agility, intelligence, and efficiency. If you’re searching for the best cloud-based accounting software to optimise your processes and achieve smarter financial management, Sage Intacct is a powerful choice.

As a trusted Sage partner in Ireland, we make it easy to upgrade your financial management system to a future-ready solution. Our team supports a wide range of industries – offering tailored guidance, implementation, and ongoing support to ensure you get the maximum value from your investment in Sage Intacct.

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 businessman in a suit analysing financial charts using Sage accounting software

The Best Accounting Software for a Growing Business: What Really Matters

by AccountingSage 200Sage Intacct
A businessman in a suit analysing financial charts using Sage accounting software
  • Accounting, Sage 200, Sage Intacct

As your business grows and evolves over the years, so too must your software. With growth comes complexity; more products/services, more customers, more transactions, and much more data. Yet, many businesses in Ireland still use outdated systems to handle their finances. These entry-level tools can only take you so far, and to sustain growth, you need the best accounting software. With automation, scalability and real-time insights, you can stay competitive.  

Comprehensive financial management software, like Sage 200 or Sage Intacct, can change the way your accounting teams work. By combining intelligent automation, industry-leading reporting, and seamless accessibility, these Sage accounting software solutions are far more than a basic bookkeeping tool. They become the engine that drives your business forward. 

Why smarter financial management is key for growth

Financial management can become more demanding as your business grows. Handling tasks like multi-entry reporting, currency conversions and cash flow forecasting manually can cause a whole host of problems. Outdated systems often lack integration between departments too, resulting in duplicated effort, increased risk and delays in decision-making. 

When business owners upgrade to modern accounting systems, like Sage solutions, finance teams can work smarter and faster. You will have real-time visibility across the organisation, accuracy at every level and more efficient processes; all while freeing up your accounting department to focus on strategy rather than spreadsheets. 

If your current accounting setup has its limitations, it might be time to consider a more suitable alternative. Here are some signs that your business could benefit from a Sage 50 upgrade: 

• The month-end close is taking longer each time you do it 

• Reporting involves manual data exports or multiple spreadsheets 

• Key systems like inventory management don’t integrate with your accounts system 

• The finance team spends more time reconciling figures than analysing them 

• Remote access is unreliable or insecure 

If these problems sound familiar, upgrading to a cloud-based financial management software could completely change the way you operate.

How modern accounting software supports business growth

Upgrading your accounting system is a chance to reimagine how your business operates. Modern solutions like Sage 200 and Sage Intacct go beyond bookkeeping to deliver real-time insight, automation, scalability, and intelligent forecasting – all essential to driving sustainable growth. 

• Real-Time Visibility 
With built-in analytics and dashboards, decision-makers gain accurate, up-to-date insights into performance, helping them act faster and with greater confidence. 

• Automation and Efficiency 
Automated processes reduce manual work and minimise errors, allowing finance teams to spend more time on strategy and growth initiatives. 

• Scalability and Flexibility 
Cloud-based Sage systems adapt as your business evolves, supporting new locations, users, or products – while enabling secure, remote collaboration from anywhere. 

• Intelligence and Foresight 
AI-powered tools, such as Sage Copilot, deliver predictive insights on cash flow and highlight anomalies before they become problems, helping you stay one step ahead. 

Businesses with access to real-time financial data make faster, more confident decisions than those relying on static reports – a key differentiator in competitive markets. 

10-Step growth readiness checklist 

To help you decide whether your current setup is supporting or hindering your growth, here’s a practical checklist. Ask yourself the following: 

1. Is your current financial management software fully supporting your business growth? 

2. Is your system more than 5–10 years old or built on outdated technology? 

3. Can you tailor your system to your unique business processes? Or are you constantly working around its limitations? 

4. Do you have real-time visibility of your financial data from one central dashboard? 

5. Can your finance team complete a month-end close in five working days or less? 

6. Are you using automation or AI to reduce manual effort and minimise risk? 

7. Can your finance teams securely access data from anywhere, at any time? 

8. Are your core systems (such as payroll, CRM, or inventory) fully integrated with your financial management system? 

9. Do you trust the accuracy and timeliness of your financial reports? 

10. Have you explored how Sage accounting software could support your long-term goals? 

If you answered ‘no’ to several of these questions, now is the perfect time to evaluate your options and implement a more suitable Sage system, designed for scalability, automation, and actionable insights. 

Why choose Sage accounting software   

Sage is a trusted solution for businesses across a range of industries. Many start with Sage 50 for their basic accounting needs but upgrading to Sage 200 or Sage Intacct is a strategic solution to modernise financial operations at every stage of growth. Here’s why industry leaders choose Sage accounting software: 

• Advanced Financial Management – Sage has multi-entity capabilities and provides a unified view of your financial data 

• AI-Powered Insights – Automated alerts and real-time analytics deliver instant visibility into financial performance 

• Seamless Integrations – Connect effortlessly to payroll, CRM, and other core business applications for smoother workflows 

• Future-Proof Technology – Regular updates and true scalability mean your system can evolve as your business grows 

When integrated by a trusted Sage partner like Envisage, these modern accounting solutions can be tailored to your exact needs, delivering measurable ROI and supporting your business with continuous growth. 

Find the best accounting software for your business 

If your current system is holding you back rather than driving growth, it’s time to consider an upgrade. Sage accounting software combines visibility, automation and scalability in one powerful cloud platform, designed to make growth effortless. 

Contact our team at Envisage today to speak with one of our experts about how new financial management software can benefit your business.  

About the Author

Picture of Ivan Darmody

Ivan Darmody

Ivan is a customer-centric self-starter with a passion for technology. With extensive sales experience in various industries, he has focused on problem-solving customers’ requirements and providing the best solutions to streamline their processes while maximising potential utilising both direct and indirect sales channels.

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

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

by Not-For-ProfitSage Intacct
Woman working on finances in an open-plan Irish charity office
  • Not-For-Profit, Sage Intacct

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

by AccountingFinanceSage 200Sage Intacct
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, Finance, Sage 200, Sage Intacct

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.

Worker using a laptop in a distribution warehouse, illustrating how a Sage warehouse management system supports inventory tracking and operational efficiency.

Positioning a Sage Warehouse Management System for Wholesale Distribution

by Sage 200Sage IntacctWholesale Distribution
Worker using a laptop in a distribution warehouse, illustrating how a Sage warehouse management system supports inventory tracking and operational efficiency.
  • Sage 200, Sage Intacct, Wholesale Distribution

Running a wholesale distribution business comes with a lot of challenges. Managing inventory, fulfilling orders on time, and keeping track of costs can quickly become overwhelming. The right ERP system can make a huge difference, helping you operate efficiently, reduce errors, and make smarter decisions. For distributors looking for flexibility, visibility, and control, a Sage warehouse management system is a strong solution. It provides the tools to handle inventory, financials, and warehouse operations with accuracy and reliability, regardless of the size of your business. 

Whether you are just starting out or managing a medium-sized operation with a complex supply chain, the choice between Sage 200 and Sage Intacct comes down to your specific business needs. Both platforms are robust, scalable, and designed to support distributors as they grow. 

Understanding the needs of wholesale distribution 

Before diving into ERP features, it’s important to understand your business challenges. Do you frequently run out of stock, or do you often carry excess inventory? Are manual processes slowing down your order fulfilment, or are you struggling to get real-time data for better financial and operational decisions? 

A Sage warehouse management system can address these issues, but not every system does it the same way. Key capabilities to look for include: 

• Inventory control and real-time stock visibility: know exactly what’s in your warehouse at any time, 

• Financial management and reporting: access accurate, up-to-date financial information to make informed decisions, 

• Order processing automation: reduce manual errors and speed up order fulfilment, 

• Demand forecasting and historical data analysis: plan better by understanding trends and past performance, 

• Barcode scanning and handheld device integration: increase accuracy and efficiency in picking, packing, and stocktaking. 

A Sage warehouse management system, whether implemented through Sage 200 or Sage Intacct, supports all these capabilities, giving your business more control and confidence in its operations. 

Why choose Sage 200 for warehouse management? 

The Sage 200 warehouse management system is designed specifically for small to midsized distribution companies. It gives you end-to-end control of warehouse and inventory processes while allowing you to tailor solutions to your operational needs. 

Some key features of Sage 200 include: 

Integrated barcoding module 

Handheld scanners make picking, packing, and stocktaking faster and more accurate, reducing errors and saving time. 

Accurate stock forecasting 

Analyse historical trends and current stock levels to predict future demand more effectively. 

Improved traceability 

Track products from arrival to dispatch, giving full visibility across your warehouse operations. 

Customisable for growth 

As your business grows, Sage 200 can scale with you, adapting to more complex operations and processes. 

When implemented with an experienced Sage 200 partner, like Envisage, the system is tailored to your business processes and integrated seamlessly. This ensures you get the most value from your investment and your team can start using it effectively without major disruption. 

Why consider Sage Intacct? 

For businesses that prioritise cloud-first solutions, Sage Intacct provides advanced financial management with strong distribution capabilities. Recognised as one of the Ireland’s top cloud accounting platforms, it offers finance teams automation, accuracy, and complete visibility.

Sage Distribution and Manufacturing Operations (SDMO)

SDMO enhances Sage Intacct with advanced distribution capabilities, ideal for businesses with complex warehouse and fulfilment needs. 

• Real-time financial visibility – cloud-based dashboards and reporting give instant insight into margins, performance, and cash flow

• Scalable and integrative – easily connect Sage Intacct with other tools to create a customised system suited to your processes

• Ease of use – the intuitive interface reduces training time and helps teams adopt the system quickly

As a Sage Intacct partner, Envisage provides guided implementations, ongoing support, and personalised setups, helping businesses get the most out of the platform. For distributors looking to grow efficiently, exploring a demo for Sage Intacct with SDMO can be a valuable step in understanding how it could transform operations. 

Key features of a Sage ERP solution  

Both Sage 200 and Sage Intacct provide tools to manage inventory, finances, and warehouse operations effectively. Some of the most important features include: 

Optimised financial management  

Both platforms offer robust financial tools with visibility into costs, margins, and cash flow. This enables better decisions about purchasing, pricing, and growth strategies. 

Real-time inventory management  

Say goodbye to spreadsheets and guesswork. Real-time tracking helps prevent stockouts and overstocking, improves order fulfilment, and reduces warehouse costs. 

Better demand forecasting  

Analyse past sales and seasonal trends to plan inventory accurately and meet customer demand without unnecessary excess. 

Efficient order processing  

Automated workflows speed up order entry, reduce errors, and improve dispatch times, resulting in higher customer satisfaction. 

Advanced warehouse features  

Barcode scanning, automated picking lists, and inventory visibility give precision and efficiency to warehouse operations. Sage 200 and Sage Intacct with SDMO both provide these capabilities. 

Choosing the right platform   

The decision between Sage 200 and Sage Intacct largely depends on your business size, complexity, and operational focus. 

Sage 200 – Ideal for distributors needing a hybrid or onsite system with strong stock control and supply chain integration. 

Sage Intacct – best suited for finance-driven, cloud-first businesses seeking real-time financial control and scalable distribution capabilities. 

Working with an experienced Sage Intacct and Sage 200 partner can make this decision much easier. They can evaluate your current processes, suggest the best platform, and ensure a smooth and successful implementation tailored to your business needs. 

Getting Started 

If inventory headaches or a lack of financial visibility are holding your business back, it’s time to explore how a Sage warehouse management system can help. Both Sage 200 and Sage Intacct offer robust tools to improve efficiency, accuracy, and insight, helping your business grow and adapt in a competitive wholesale distribution market. 

Get in touch to learn more about these solutions and find out why Envisage is the right Sage partner to support your business through implementation and beyond.

About the Author

Picture of Robert Burke

Robert Burke

Robert is a Senior Consultant at Envisage with more than two decades of experience in software consulting. Since 2014, he has specialised in implementing Sage 200 and Sage Intacct, supporting businesses in optimising operations and financial management. Before joining Envisage, Robert worked in consulting and development roles, gaining extensive expertise across Sage 50, Sage 100, and payroll solutions.

Close-up of a stethoscope on a desk with a healthcare professional reviewing financial reports on a tablet, illustrating the use of financial management software in healthcare.

The Impact of Legacy Systems on Healthcare Finance and the Role of Sage Intacct Accounting Software

by AccountingHealthcareSage Intacct
Close-up of a stethoscope on a desk with a healthcare professional reviewing financial reports on a tablet, illustrating the use of financial management software in healthcare.
  • Accounting, Healthcare, Sage Intacct

Finding it challenging to manage finances in healthcare? You’re not alone. Teams in this sector face increasing pressure to deliver accurate reporting, maintain compliance, ensure funding is allocated effectively, and support long-term organisational goals. Add to this the complexity of overseeing multiple facilities, funding sources, and service lines – while keeping patient care as the top priority. It’s clear that healthcare organisations need tools built for their unique challenges. 

That’s where Sage Intacct comes in. Sage Intacct is a cloud-based financial management software trusted by leading healthcare providers across the UK and Ireland. It delivers real-time insights and the flexibility to grow and adapt in a rapidly evolving environment. Whether you’re part of a private care group, a non-profit organisation, or a social care provider, Sage Intacct helps manage complexity, reduce risk, and enable confident decision-making. 

In this blog, we’ll outline Sage Intacct it supports smarter financial management for healthcare organisations, and why it might be the solution your team has been waiting for. 

1. Gain real-time visibility with financial management software 

One of the most significant challenges for healthcare finance professionals is having access to timely, accurate financial data. When decisions are based on outdated spreadsheets or siloed systems, it’s difficult to see the full picture. 

Sage Intacct provides real-time dashboards and reports that consolidate data across departments, locations, and funding sources. Finance teams can instantly view: 

• Budget vs actuals by programme or department 

• Costs per bed, ward, or facility 

• Income from multiple funding streams (e.g. public, private, grants) 

• Custom KPIs tailored to your organisational goals 

This level of insight allows decision-makers to act quickly, monitor financial health, and ensure funds are used where they’re needed most. 

2. Strengthen compliance and audit readiness 

Healthcare providers must meet a wide range of compliance requirements, from financial reporting standards to donor and grant regulations. Sage Intacct simplifies compliance with: 

• Pre-built reports aligned to industry standards 

• Automated audit trails for every transaction 

• Granular permission settings for tighter control over who can access or modify data 

• Role-based dashboards to help every team member stay aligned and accountable 

Whether you’re preparing for a year-end audit or reporting on grant usage, Sage Intacct provides the documentation and traceability needed to meet internal and external requirements with confidence. 

3. Improve grant and fund management 

For non-profit healthcare organisations and those managing a combination of funding sources, accurate grant tracking is crucial. Mismanaging restricted funds can lead to compliance issues, funding delays, or reputational damage. 

Sage Intacct enables finance teams to track grants, donations, and restricted funds separately from general operating budgets. Each fund can be: 

• Tagged and reported on individually 

• Tracked across fiscal years 

• Allocated to specific programs or departments 

This ensures compliance with grant conditions and gives stakeholders clear visibility into how funds are being used. 

4. Enable confident, data-driven decision-making  

In healthcare, financial decisions have a direct impact on service delivery. Whether you’re planning to open a new clinic, expand a service line, or adjust staffing levels, you need accurate financial insights to support your strategy. 

Sage Intacct gives you: 

• Scenario planning tools to model different outcomes 

• Customisable reports that align with your KPIs 

• Drill-down capabilities to explore transactions and trends at a granular level 

This helps you move from reactive reporting to proactive decision-making – supporting both operational agility and long-term planning. 

5. Save time with automation and integration   

Manual data entry and disconnected systems slow down processes and increase the risk of errors. With Sage Intacct, many of your finance team’s repetitive tasks can be automated: 

• Accounts payable and receivable 

• Purchase order workflows 

• Expense approvals 

• Reporting and month-end close 

In addition, Sage Intacct integrates with other healthcare systems, HR platforms, and business tools – giving you a single source of financial truth while reducing duplication. 

6. Scalable for growth and change    

Healthcare organisations are evolving quickly. From mergers and acquisitions to new service models and regulatory changes, finance systems must be able to adapt. 

Sage Intacct is built for flexibility. Whether you’re operating a single care facility or managing multiple sites, its multi-entity and multi-location capabilities make it easy to: 

• Consolidate data across entities 

• Maintain separate charts of accounts where needed 

• Roll up reports for group-level visibility 

You can add new entities or departments without starting from scratch, supporting growth and change without disrupting financial operations. 

7. Proven results in the healthcare sector     

Healthcare providers using Sage Intacct report significant improvements, including: 

• 40% faster month-end close 

• 80% reduction in manual processes 

• 360-degree visibility across departments and programmes 

These outcomes are more than just numbers – they represent finance teams that are more empowered, more efficient, and better able to support the needs of the organisation and the patients it serves. 

Final Thoughts    

Healthcare finance professionals face some of the most complex and high-stakes financial challenges. With Sage Intacct accounting software for the healthcare sector, they have a solution built for their needs; one that delivers real-time insights, enhances compliance, simplifies grant tracking, and supports confident decision-making. 

If your organisation is ready to move beyond outdated tools and gain better control over your financial future, Sage Intacct is worth exploring. Reach out to us for more information.  

About the Author

Picture of Chris Hawley

Chris Hawley

Chris is the Managing Director at The Noledge Group and brings over 34 years of experience delivering ERP solutions across industries like retail, distribution, manufacturing, and construction. During his 24 years at Sage, he worked with nearly every product and notably transformed Sage 200 as its Product Manager, turning it into a leading solution for SMEs in the UK and Ireland. Chris takes pride in the continued success of Sage 200, supported by Sage Business Partners like Envisage.

"Global unity concept with paper figures around Earth, representing a Sage Intacct Partner supporting nonprofits.

Insights from Supporting Leading Not-for-Profits as Sage Intacct Partners

by AccountingNot-For-ProfitSage Intacct
"Global unity concept with paper figures around Earth, representing a Sage Intacct Partner supporting nonprofits.
  • Accounting, Not-For-Profit, Sage Intacct

At Envisage, we’ve worked closely with not-for-profit organisations across Ireland – each with a unique mission, set of challenges, and deeply human goals. And while our role as a Sage Intacct partner is primarily to deliver cloud-based financial systems, our deeper experience with this sector has offered something more valuable: perspective. 

In this blog, we reflect on our work with Irish charitable, voluntary, and community-based organisations – and what it’s taught us about resilience, accountability, and purpose. We also explore why nonprofit software must go far beyond core accounting features. It needs to empower decision-making, protect mission-critical funding, and ultimately help nonprofits maximise their impact. 

Navigating complexity with clarity 

For not-for-profit finance teams, the pressure to “do more with less” is constant. Funding often comes from a mix of grants, donors, and government support – each with its own conditions. Managing this complexity, while still delivering impact, is no easy task. 

Through our work in the sector, we’ve seen that visibility is everything. Finance leaders need a clear picture of income and expenditure, but they also need to report on how money is used, by which department, and for which programme. This level of accountability is not just expected – it’s essential to retain trust. 

It’s clear that finance professionals working in this space are deeply committed to their organisation’s mission. Every euro is scrutinised not just for compliance, but for its impact. That sense of stewardship has shaped how we design and implement systems for our nonprofit clients. 

Built-in compliance with the best accounting software for not for profit  

Another lesson we’ve learned is that financial governance in this sector is incredibly rigorous. With so many moving parts – from donor expectations to regulatory reporting, financial processes must be watertight. 

That’s why we believe Sage Intacct is the best accounting software for not for profits. It’s not about ticking boxes; it’s about building systems that are audit-ready by design. In our implementations, we prioritise audit trails, automated workflows, and real-time reporting – not because they’re nice to have, but because they give leadership the tools they need to maintain compliance without overburdening their teams. 

Sage Intacct helps organisations build trust with funders and boards by delivering financial transparency at every level.  

Saving time to focus on what matters most 

One of the most striking themes across the nonprofit sector is how stretched their resources can be. Manual spreadsheets, outdated systems, and disconnected data often create more work – and take valuable time away from the mission. 

We’ve learned that automation isn’t about replacing people; it’s about freeing them. With software solutions like Sage Intacct, routine tasks such as recurring donations, supplier payments, and payroll are handled automatically. Teams get hours back – giving them time they can use to plan, collaborate, and make decisions with confidence. 

The right technology doesn’t just increase efficiency; it helps organisations operate with greater care, clarity, and intention. 

Adaptability matters  

No two nonprofits are the same. Some manage multiple funding streams and restricted funds; others report across several cost centres, departments, or geographies. This makes flexibility non-negotiable. 

One thing we’ve learned is that the best accounting software for not for profits is not a one-size-fits-all solution. It must be scalable, configurable, and able to grow with the organisation. Sage Intacct supports everything from basic reporting to advanced grant tracking – while also integrating with CRM platforms, donor systems, and volunteer management tools. 

This flexibility is key for organisations that want to future-proof their operations while staying agile enough to respond to change. 

Data builds trust   

In our experience, nonprofits want more than just accurate numbers – they want insights. They need to be able to show stakeholders not only how money was spent, but what impact it created. 

Sage Intacct’s reporting and dashboard features have been especially valuable here. With real-time data and visual reports, finance teams can tell a clear, compelling story about their organisation’s impact. This transparency is crucial for grant renewals, board reporting, and ongoing donor relationships. 

If you work in this sector and want to learn more about how Sage Intacct addresses these needs, feel free to reach out. Together, we can help your organisation gain the clarity and tools needed to create sustainable impact – without compromising your values. 

Watch the Webinar: Driving Nonprofit Impact with Sage Intacct    

If you’re in the nonprofit space and exploring how to move your organisation forward, we invite you to watch our recent on-demand webinar. We were joined by Grant Gevers, NFP Specialist at Sage, who shared deep insights into the unique challenges nonprofits face and how leading organisations are moving beyond the numbers. 

About the Author

Picture of Chris Hawley

Chris Hawley

Chris is the Managing Director at The Noledge Group and brings over 34 years of experience delivering ERP solutions across industries like retail, distribution, manufacturing, and construction. During his 24 years at Sage, he worked with nearly every product and notably transformed Sage 200 as its Product Manager, turning it into a leading solution for SMEs in the UK and Ireland. Chris takes pride in the continued success of Sage 200, supported by Sage Business Partners like Envisage.

Business team in discussion during a Sage Intacct implementation planning meeting, highlighting collaboration and strategy for successful deployment.

What Makes a Successful Sage Intacct Implementation?

by BusinessSageSage Intacct
Business team in discussion during a Sage Intacct implementation planning meeting, highlighting collaboration and strategy for successful deployment.
  • Business, Sage, Sage Intacct

Is your organisation getting the most out of Sage Intacct, or are you currently considering an implementation? Implementing a modern cloud accounting system like Sage Intacct isn’t just about installing new software – it’s about setting the foundation for smarter financial operations, better visibility, and long-term growth. A successful implementation requires more than just technical expertise; it demands careful planning, the right people, and a clear process from start to finish. 

Yet given how busy and complex implementation projects can be, it’s easy to overlook some of the most critical steps that make the difference between a smooth go-live and a stressful one. Based on insights from our own implementation team, here’s a look at what has helped three of our Sage Intacct clients go live successfully – and what other organisations can learn from their journey. 

1. Define what success looks like – and what it doesn’t 

“The first key element in a successful implementation project is defining the scope. What issues are going to be addressed and, just as importantly, what items are not going to be included (at least in the first phase).” 

Every successful implementation starts with a clear scope. This means understanding exactly what challenges the new system needs to solve – and which features or modules can wait until later. Without this clarity, projects can easily become overwhelmed by shifting requirements, last-minute requests, or “nice to have” extras that delay progress and dilute focus. 

In one of our recent projects, our client approached their implementation with a strong sense of what they needed: robust multi-entity consolidation, efficient revenue recognition, and improved visibility over cash flow. By clearly defining these as the primary goals, we were able to focus the implementation around delivering value quickly, without getting side-tracked by lower-priority functionality. 

It’s also important to set boundaries. Knowing what won’t be included in the initial phase helps manage expectations and prevents scope creep, keeping the timeline and budget on track. 

2. Stick to a proven process – a real-life example from a not for profit using Sage Intacct accounting software  

“It is also important to follow a proven project implementation process, typically adhering to the principles of PRINCE2. This ensures that all stakeholders involved are aware from the start what their role in the process is, and what will be expected of them and others (and when).” 

A structured, transparent process is essential for keeping everyone aligned throughout the project. At Envisage, we apply the core principles of PRINCE2; an industry-standard project management methodology that emphasises clarity of roles, stage-based planning, and continuous business justification. 

From our experience working across different sectors, having a structured project methodology is critical. For example, in a recent implementation with a not for profit organisation involving multiple departments; from finance to fundraising – the project had the potential to become fragmented. However, by establishing clear responsibilities from the outset, including defined decision-makers, process owners, and key users, we maintained alignment across teams. Regular progress checkpoints ensured that any issues were flagged early and addressed efficiently, keeping the project on track. 

By following a defined methodology, both our team and the client’s team stayed on the same page – working collaboratively towards a shared outcome, with fewer surprises along the way. The structure and flexibility of Sage Intacct not for profit accounting software also played a vital role in supporting the organisation’s unique operational and reporting needs.  

3. Ensure strong handovers between teams 

“We find another key to success is a formal handover process between the pre-sales (or solution definition) team and the implementation team. This is also true once the project has been completed, this time between the implementation and support teams.” 

Too often, valuable knowledge is lost during transitions. Whether it’s moving from the sales phase to project delivery, or from go-live to ongoing support, each handover carries the risk of misalignment or a loss of momentum. 

That’s why we place a strong emphasis on handovers throughout the lifecycle of a Sage Intacct implementation. From the beginning, our implementation team is brought into conversations during the pre-sales phase to ensure they fully understand the client’s challenges, goals, and expectations. 

Likewise, when the implementation is complete, we carry out a structured handover to our support team. This includes not just technical documentation, but insights into the client’s processes, any customisations made, and user training delivered. The result? A seamless transition where the client feels continuously supported – not dropped once the system goes live. 

This handover model recently proved successful for a college we worked with. Having implemented Sage Intacct to support their complex reporting needs – spanning departments, funding sources, and compliance requirements, we ensured that the support team was fully briefed on the system configuration and user setup. This enabled them to respond quickly and effectively to any follow-up queries. It made a tangible difference to the college’s post-go-live experience, building confidence and trust in the new system. 

4. Focus on people, not just product  

While Sage Intacct provides powerful tools for finance teams; real-time dashboards, automation, and multi-entity consolidation, to name a few – it’s the people behind the project that determine its success. 

A successful Sage Intacct implementation requires: 

• Engaged stakeholders who champion the project internally. 

• A responsive project team with a deep understanding of financial operations. 

• Clear communication between consultants and client-side users. 

One of our clients highlighted the importance of internal buy-in when rolling out Sage Intacct across international offices. By involving key users from each region early on and giving them input into how the system was configured, they fostered greater adoption and reduced training time post-launch. 

It’s a simple but powerful reminder: the best technology won’t make a difference unless the people using it are equipped, empowered, and engaged. 

5. Keep improving after go-live   

Going live is not the end of the journey – it’s the beginning of real impact. After implementation, we continue working with clients to review usage, optimise processes, and plan for future phases of development. 

Whether it’s rolling out additional modules, refining custom reports, or training new team members, successful implementations stay dynamic. They evolve with the business, growing and adapting as needs change. 

Final Thoughts 

Sage Intacct implementations succeed when they’re built on strong foundations – clear scope, proven methodology, effective communication, and ongoing support. At Envisage, we believe in delivering more than just a technical setup. We work closely with our clients to ensure they’re ready to make the most of Sage Intacct; today and into the future. 

Thinking about your next financial system upgrade? Talk to our team about how we can help you implement Sage Intacct in a way that’s efficient, collaborative, and built for long-term success. 

About the Author

Picture of Steve Boyes

Steve Boyes

Steve Boyes, the COO at Envisage, brings over 20 years of experience in accounting and IT to the table. With a robust background in specifying, designing, implementing, and supporting strategic solutions for SMEs, public sector, and not-for-profit organisations, Steve excels in addressing clients' real business problems and requirements rather than just focusing on technology. His approach has led to the successful execution of projects with some of Ireland's best-known companies.