Accounting Software
for Professional
Services
Help your business to achieve more with professional services automation (PSA) software. Streamline processes, improve efficiency, enhance customer service, and provide better visibility into business operations with an integrated ERP system for your service-based business.
Ensuring you select the right ERP system for your service business is essential. A good place to start is by understanding your business processes, goals, and specific needs and finding out what areas of your service business need improvement. Some of the most common areas can include project management, resource allocation, billing, and customer relationship management.
Automated accounting software for professional services organisations
Whether you operate in engineering, IT services, consulting, marketing, recruitment, and life sciences, your business runs on projects, people, and performance.
Modern accounting software for professional services firms helps you:
• Increase billable utilisation
• Monitor backlog and project margins
• Automate revenue recognition
• Improve forecasting accuracy
• Make faster, data-driven decisions
With AI-powered financial management and PSA capabilities, you gain real-time visibility across revenue by service line, project profitability, resource capacity, and overall financial health.
Discover a better way to manage your business with our cutting-edge professional service automation software. We believe in simplicity, ensuring that your operations are streamlined and efficient. Our integrated modules offer flexibility, allowing your data to flow seamlessly throughout the organisation, integrating with various best-of-breed applications.
AI-Powered professional services automation software solutions
Modern service-based businesses need more than basic accounting.
With AI-powered GL and automation tools, you can:
• Detect errors across thousands of transactions in minutes
• Automate accounts receivable and collections
• Consolidate multiple entities instantly
• Integrate seamlessly with CRM and PSA,
• Forecast revenue and cash flow with greater accuracy
This means less time on admin and more time focusing on growth, client relationships, and service excellence.
With Sage Intacct at your fingertips, you gain the flexibility to choose the perfect fit for your business. Empower your financial journey with the right solution and chart a course for lasting success.
Why Sage Intacct for Professional Services?
The latest cloud based professional services automation software from Sage, Sage Intacct is a powerful finance management solution which helps streamline finance operations into simple, organised processes. Suited to a range of sectors, Sage for professional services thrives within service-based organisations.
Sage Intacct services is particularly strong for firms requiring:
• Multi-entity consolidation
• Advanced project accounting
• Automated revenue recognition
• Professional Services Automation (PSA)
• Real-time dashboards and KPI tracking
• Open API integrations with CRM and resource management tools
• Custom software for the professional services
It enables leadership teams to move from reactive reporting to proactive, strategic decision-making.
Finance Director
Alex Mortimer
Finance Director
Alex Mortimer
Finance Director
Alex Mortimer
Finance Director
Alex Mortimer
You will witness the depth and power of its reporting, gaining a greater understanding of how it provides financial visibility. Discover how this Sage software drives improved business performance and have your questions answered by experts.
Browse our extensive list of frequently asked questions to find solutions and insights related to our products, services, and more.
Accounting software for professional services is designed for service-based organisations such as consultancies, IT providers, marketing agencies, engineering firms and legal practices. It combines core financial management with project accounting, time and expense tracking, billing, and profitability reporting to help businesses manage both projects and finances in one system.
Sage Intacct Professional Services provides cloud financial management combined with project accounting and PSA capabilities. It enables firms to track project costs, automate billing, manage resources and gain real-time insight into project performance and profitability.
Some of the key benefits include:
- Better resource and capacity planning
- Automated time and expense tracking
- Flexible project billing (fixed price, time & materials, milestones)
- Real-time visibility into utilisation and project profitability
- Connected financial and operational reporting
Sage Intacct helps organisations manage projects, people and finances in one system, improving efficiency and supporting more predictable margins.
Consider whether the system offers:
- Project financial tracking and flexible billing
- Time and expense management
- Integration with CRM tools
- Real-time reporting and dashboards
- Scalable cloud access
The right solution should support growth while reducing manual processes.
Yes, Sage Intacct integrates with a wide range of business applications, including CRM platforms such as Salesforce, billing tools and other operational systems through APIs and marketplace integrations.
PSA software helps address common operational challenges such as:
- Manual time and expense tracking
- Limited visibility into project costs
- Delayed invoicing
- Over- or under-utilised staff
- Disconnected financial and project data
By centralising these processes, businesses improve efficiency and profitability.
With cloud-based PSA software such as Sage Intacct, businesses gain access to real-time dashboards, utilisation reporting, project profitability insights and forecasting tools. These insights help leadership teams make faster, data-driven decisions about staffing, pricing and future growth.
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