About application subscriptions

AI/Machine Learning

Enable artificial intelligence capabilities inside the Intelligent GL™. Our machine learning technology uses your data to find discrepancies and highlight insights to automate and improve your Sage Intacct experience.

Accounts Payable

Manage and track your suppliers, AP purchase invoices, adjustments, and payments. Set up automatic processes, such as AP purchase invoice payment, approval, and reporting.

Accounts Receivable

Manage and track your customer AR sales invoices, adjustments, and payment receipts. Set up automatic processes, such as recurring invoicing.

Advanced Audit Trail

Take your audit capabilities one step further and track access to personal information in your company's instance of Sage Intacct. You can then use this data to create reports.

Because use of this feature might impact your contract with Sage Intacct, you cannot subscribe or unsubscribe to Advanced Audit Trail on your own. Instead, contact Contact your Sage Intacct account manager to manage your subscription to Advanced Audit Trail.

Advanced CRM Integration

Connect your sales process in Salesforce with your back-end financials in Sage Intacct. Enter sales documents in Salesforce, and immediately receive the information in Intacct. Receive up-to-date information in Salesforce regarding the results of sales, and get increased visibility into the customer's past orders and history.

Avalara Tax

Calculate rates, manage exemption certificates, file forms, and remit payments in Sage Intacct. You can calculate US sales tax or VAT owed on the sale of goods and services. Tax-owed calculations are automated based on the Ship-to and From location, and the type of item being sold.

Cash Management

Manage and track your accounts, including banks, savings institutions, and credit card accounts. Record transactions, such as funds transfers, payment receipts, and deposits.

Company

As Admin, manage all aspects of your applications and users, including subscribing to and configuring applications, adding users and permissions, and more. As a user, set your system and personal preferences. For example, you can set your email signature, notifications, page display and interactive behavior, time zone, and date format.

Intacct Collaborate

Speed up your internal communications by sharing information and the latest developments on specific initiatives in real time, on the actual record.

Consolidation

Sage Intacct offers the following consolidation options: Domestic, Global, and Advanced Ownership Consolidation. Each consolidation subscription enables you to consolidate books in a multi-entity shared company. You can select a relevant consolidation subscription based on your business needs.

Learn more about Intacct Consolidation subscriptions.

Construction

Manage and track construction projects using the full work breakdown structure. Track costs, estimates, and retainage at the project, task, and cost type levels.

Contracts

Streamline recurring revenue management according to the ASC 606 rules, including renewals and forecasting. Get real-time updates to contract accounting, and produce subscription billing with flexible, automated billing schedules and pricing strategies.

Learn more.

Customization Services

Create new fields, email notifications, rules, warnings, and reports that help extend your company and customize it to suit your business needs.

Data Delivery Service

Select and extract financial and operational information from Sage Intacct, then upload it to your cloud storage in delimited file format. You can specify what data to extract and how often to send the data.

Digital Board Book

Transform your financial and operational data into dashboards and reports that drive decision making.

Dynamic Allocations

Allocate account balances.

Learn more.

Fixed Assets Management

Create, track, and manage your fixed assets as they depreciate over time. Automate the complete fixed asset life cycle from acquisition to disposal.

General Ledger

Create and maintain multiple journals, GL and statistical accounts, and budgets. All in GAAP compliance.

Global Transaction Security

Build trust in your business with tools that help prevent fraudulent activity and ensure the integrity of your accounting data.

Interactive Custom Report Writer

Create complex reports including calculations, formulas, and real-time data preview. Increase business insight for better decisions. This application offers multiple options. To ensure that you get the option that's right for your company, contact your account manager to manage your subscription.

Inventory Control

Manage your inventory infrastructure for single or multiple warehouses. Track supplies (items that you use) and merchandise (items that you sell), maintain and analyze inventory details, and identify reorder levels, quantities, and costs. With an Inventory Control subscription, you can enable Supplies Inventory application features and functionality.

Management Console

Create, set up, and modify, any number of subsidiary entities or clients, and streamline the flow of financial data between the field and corporate headquarters. Switch from entity to entity or client to client quickly and securely without logging in to or out of Sage Intacct each time you switch. Each organization's data remains separate and secure.

Multi-Entity Management

Manage a multi-entity shared company.

Learn more about multi-entity companies.

Order Entry

Create and manage the customer order life cycle from inception through fulfillment, including sales quotes, sales orders, fulfillment orders, OE sales invoices, credit memos, and any variations on these required by your business.

Platform Services

Create new fields, email notifications, rules, warnings, and reports that help extend Sage Intacct and customize it to suit your business needs.

Projects

Subscribe to different Project applications to suit your business needs. Manage and track projects, schedule and manage resources, and create tasks. Create approvals for timesheets and configure options for timesheet settings.

Purchasing

Create, automate, and manage the purchase order life cycle from inception through receipt, from requests for quote through receipt of supplierAP purchase invoices. Automatically update costs and set ordering based on factors, such as quantity price breaks and economic order amounts.

Revenue Management

Manage deferred revenue, renewals with accompanying forecasting, and reporting tools. Advanced features include support for managing complex revenue arrangements with multiple deliverables.

Sage Collaborate

Sage Collaborate is the evolution of Intacct Collaborate, representing the next generation of Sage's real-time communication tool.

Learn more about Sage Collaborate.

Sage Cloud Services

Connect to bank feeds, prepare and file VAT and GST returns, and make direct bank-to-bank electronic payments with bank files.

Sage Copilot Close Automation

Streamline workflows, enhance visibility, and reduce delays in your financial close process. Close Automation empowers finance teams to execute their close with greater confidence and efficiency.

Sage Intacct Planning Reporting drill-through connector

Drill-through from Sage Intacctreports directly to their data source in Sage Intacct Planning.

Salesforce Integration

Connect your sales process in Salesforce with your back-end financials. Enter sales documents (such as sales orders) in Salesforce, and immediately receive the information into Intacct. Receive up-to-date information in Salesforce regarding the results of sales, and get increased visibility into the customer past order and AR history.

Spend Management

Validate transactions against a budget, budgeting period, and dimensions. Receive warnings about spending limits or stop transactions that exceed budget amounts.

Supplies Inventory

Use Supplies Inventory to manage the purchase of inventory items required run your business (supplies items cannot be sold). Track internal supplies requests from employees, easily process and monitor the status of request fulfillment: issues, new supplies purchase orders, replenishment, or warehouse transfer. Includes some of the Inventory Control features required to support ordering and replenishment of not-for-resale supplies items.

Taxes

Installs prebuilt tax solutions that capture and report on VAT or GST for several select countries. You can also add custom tax solutions to capture tax, including sales tax, in other countries.

Time and Expenses

Subscribe to both applications so that you can do the following:

• Streamline your company's expense reporting for both local and remote employees and automate the approval and payment processes.

• Manage your timesheets, time types, and timesheet rules.

Web Services

Enable external applications that use the Sage Intacct API. Allow access to real-time data for customized solutions that drive business efficiency.