Intacct for Professional Services

Streamline, automate, and unify financial and operational processes throughout the service delivery lifecycle to increase revenue opportunities, improve financial decision making, and boost profitability with Intacct project accounting, project management, and services resource planning software. Focus on delivering exceptional client value, ensuring project profitability, reducing costs, and improving your company’s bottom line. Connect project information with robust financial management, and establish a single source of financial data throughout the service delivery lifecycle with Intacct Services Resource Planning end-to-end solutions.

    • Gain real-time resource and project financial visibility.
    • Gain real-time visibility into all aspects of your services business—whether you’re interested in the most profitable clients, the true cost of projects, the cost tied to each service delivery employee, or any other aspect unique to your business—by centralizing all project-related financial and operational information on real-time, role-based dashboards. Improve cash flow management and revenue forecasting with real-time visibility into current project inflows, outflows, and revenue streams. Take advantage of more than 40 best practices reports and graphs designed specifically for services businesses to analyze key metrics like project and client profitability, project delivery costs against plan, or service employee utilization—plus more than 150 non-industry specific reports. Enable users to generate custom reports and analytics to meet specific business needs using robust ad hoc reporting capabilities.
    • Streamline and automate time and expense capture.
    • Maximize revenue, minimize leakage, and improve forecasting accuracy by making sure you track 100% of services rendered—from invoicing every billable transaction to proactively managing project costs. Make it easy for employees or contractors to enter time and expense from anywhere, at anytime. Boost the accuracy of invoices and reduce revenue leakage by automatically capturing client billable and non-billable time, employee expenses, and other project related costs.
    • Optimize utilization by managing resources more effectively.
    • Improve resource utilization rates by gaining complete visibility into every aspect of your resource management needs, helping to increase overall resource utilization, and manage and deploy resources based on employee skills, interests, experience, and availability.
    • Accelerate billing and collection cycles.
    • Gain deep insights into project costs, margins, and profitability, improving forecast accuracy for similar projects. Streamline the invoicing cycle by automatically generating invoices from timesheets, expenses, purchases, accounts payable, and other project-related transactions. Track even the most complex billing terms—including one time, recurring, fixed price, cost plus, and many more—with powerful project and billing rules and schedules. Quickly and easily customize your invoices to your company’s brand using custom or out-of-the-box templates.
    • Automate revenue management.
    • The way you bill customers may vary from the way you recognize revenue. For example, you may bill a customer 50 percent upfront and 50 percent upon project completion, but recognize the revenue at regular intervals as you deliver the service. Intacct automates the recognition and deferral of project-based revenue—saving your finance team time and improving accuracy. Learn more about Intacct Revenue Management.
    • Deliver real-time accessibility to your mobile workforce.
    • Intacct makes it easy for your increasingly distributed workforce and client-base to enter time and expense data from anywhere, at any time, so it’s available immediately to your professional services and finance organizations. Give distributed staff and stakeholders secure access to the most current data—at any time, from anywhere—using a web browser.
    • Dramatically reduce IT costs.“The Intacct system enables the finance team to streamline processes and become even more efficient – allowing us to work smarter, not harder.”— VP of Finance and Administration, Professional Services