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Sage Intacct Construction

by Sage Group

Enterprise cloud accounting for multi-entity contractors with advanced job costing, AIA billing, and real-time project analytics.

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About This Product

Sage Intacct Construction is the only construction ERP endorsed by the AICPA, providing cloud-based financial management with multi-entity support, WIP reporting, AIA billing, and dimensional reporting for large HVAC companies. Starting at $36,000/year, it is built for contractors managing multiple locations, complex job costing, and compliance requirements.

Capabilities

How this product is delivered and what's included out of the box.

Mobile app
Available
Free trial
No
Free tier
No
Public API
Yes
Deployment
Cloud

Trust & Privacy

Each statement below was extracted directly from the vendor's privacy policy or terms of service. Click "source" to read it in context.

Trains AI models on your data

"this use of information might involve the use of statistical analysis, benchmarking and forecasting services, predictive analysis and artificial intelligence/machine learning."
Confidence: high Source

Shares data with third parties

"third parties for marketing purposes, e.g. our partners and other third parties with whom we work and whose products or services we think will interest you in the operation of your business activities."
Confidence: high Source

Data export available on request

"the right to have any information you provided to us on an automated basis returned to you in a structured, commonly used and machine-readable format, or sent directly to another company, when technically feasible (“data portability”)"
Confidence: high Source

Data deletion honored on request

"the right to have your information rectified or erased or place restrictions on processing your information"
Confidence: high Source

Primary policy document: https://www.sage.com/en-us/legal/privacy/

FSH Score Breakdown

Ease of Use
5.0
Features
7.9
Support
5.0
Value
4.0
Integrations
8.0
AI Capabilities
1.5

Customer Reviews

Features

81 features confirmed across 13categories· Showing confirmed capabilities only

Platform & Customization17features

Multi-Company ManagementMulti-entity consolidationBack Office Data SyncBlueprint Markup And AnnotationDesign CollaborationRead And Edit Form SeparationApproval ManagementMultiple Reviewers AdditionCustom API AccessREST API for Task MappingData ExportExport approved commitments to Sage Intacct
Show 9 more
Data ImportImport estimates into Procore Budget toolDocument ManagementDocument viewer with annotationRole-Based Access ControlRead and Edit form separationThird-Party IntegrationCreate jobs in Sage Intacct from ProcoreCustom TemplatesRFI templatesIntegrations MarketplaceMulti-Department Workflow ConfigurationCustom FieldsCustom Fields ConfigurationDrawings and Specs Management

Accounting Integration14features

Job CostingCreate Direct Costs from General Ledger fieldsRevenue RecognitionAP Retainage ReleasesAuto Detect Unrecorded Transactions and ErrorsAuto Expense CategorizationAutomated Lien Waiver GenerationBill And Pay Rate ManagementBillable Expense Tracking
Show 6 more
Close AgentContracts with ProjectsAccounts PayableDimensional AccountingBillable Items TrackingBurden Rate And Margin CalculationContractual Retainage Tracking and Management

Reporting & Analytics8features

AnalyticsBusiness intelligence and forecastingReportingWork in Progress (WIP) ReportingAI Driven Forecasting and Cost to Complete ReportingCustomer Health TrackingCustomizable Financial and Operational Data ViewsDynamic DashboardHVAC Life Cycle Cost AnalysisProject Financial Summary

Technician Management8features

License ManagementExpense managementSubcontractor ManagementSubcontractor ManagementAssociate Availability and Utilization TrackingChecklists and TasksChecklistsQC and safety loggingAutomated Quality AssuranceAutomated AP/ARTime TrackingGeotagged time trackingTeam Management

Scheduling & Dispatch7features

Work OrdersWork Order Management ApplicationSchedulingReal-time technician scheduling and GPS location trackingAuto Filtering Change Request Project SelectionProject CreationProject DeletionProject ManagementWork Breakdown StructureReal Time Project Data

Invoicing & Payments6features

Payment ProcessingCredit card payment acceptance in the fieldInvoicingAR Sales Invoice SearchAuto Approve Invoices Based on Timecards or ContractsAutomated Progressive BillingMilestone Or Percentage BillingBackcharge ManagementFlexible Retainage Release

Estimating & Quoting5features

Quoting & EstimatesEstimate and work order building with precise costsChange OrdersAuto-Filter Change RequestsImport Estimates Into Procore Budget ToolBid Management Tools for Tracking Subcontractor Bids and Scope LevelingProposal Management

AI & Automation5features

Automation RulesSmart Events and Smart RulesAI Agent BuilderAI Invoice ProcessingAI Powered Expense AutomationTime Agent

Mobile & Field Tools4features

Auto Data EntryLink Notes And Photos To Customers, Sites, Work Orders, Or EquipmentTechnician Mobile AppDigital FormsRecording field data entries

CRM & Sales3features

Contract ManagementConfigurable Retainage RulesMaintenance Agreement ManagerService agreement managementContract Tracking

Inventory Management2features

Inventory ManagementInventory managementPurchase OrdersOrder Entry by Project Report

Fleet & GPS Management1feature

GPS TrackingGPS location tracking

Compliance & Safety1feature

Incident Reporting

Integrations 4 across 3 categories

Accounting 2
Sage

Sage 300 CRE

Sage Intacct

Sage Intacct Construction

Field Service 1
Procore

Procore

Industry-Specific 1
Timberscan

Pricing

Model
Subscription
Starting at
$3,000/mo

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