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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
8.0
Support
5.0
Value
4.0
Integrations
8.0
AI Capabilities
1.5

Features

135 features confirmed across 15categories· Showing confirmed capabilities only

Accounting Integration26features

Job CostingJob CostingAccounting IntegrationAutomated Bank ReconciliationAccounts PayableDimensional AccountingAccounts ReceivableAR Retainage ReleasesAI Bill ScanningAP automationAP Retainage ReleasesFlexible Retainage ReleaseAutomated Lien Waiver GenerationAutomated Lien Waiver GenerationAutomated PayrollPayroll and HR
Show 18 more
BudgetingBudgetingCertified PayrollConstruction PayrollContracts with ProjectsContracts with ProjectsContractual Retainage Tracking and ManagementRetainage ManagementProject AccountingProject AccountingRevenue RecognitionRevenue RecognitionWork Order Integration with ERPIntegration with estimating, accounting, and ERP softwareMulti Entity Financial ConsolidationMulti-entity financial consolidationAuto Detect Unrecorded Transactions and ErrorsAuto Expense CategorizationBillable Expense TrackingClose AgentBill And Pay Rate ManagementRate Table ManagementBurden Rate And Margin CalculationProfit margin analysisDeferred Revenue HandlingDeferred Revenue ForecastingInstant Bank ReconciliationsAutomated Bank ReconciliationCash Flow ManagementFinancial Assurance agentBillable Items Tracking

Platform & Customization25features

Multi-Company ManagementMulti-entity consolidationAPI Automation for ProcessesOpen API for integrationsApproval ManagementWorkflow approvalsCustom API AccessOpen APICustom FieldsCustom Fields ConfigurationCustom TemplatesBilling TemplatesData ImportCredit Card ImporterDocument ManagementDocument Management
Show 17 more
Role-Based Access ControlRead and Edit form separationScheduling, Dispatch, And Project Management IntegrationService ManagementThird-Party IntegrationReal-time data syncProfessional ServicesCustomization ServicesBack Office Data SyncReal-Time Sync of Field Data and Financial DataReal-Time Financial VisibilityDesign CollaborationRead And Edit Form Separation24/7 AccessCloud-Based AccessData ExportExport prime contract change orders to SageBlueprint Markup And AnnotationDocument annotationCloseout ManagementPunchlist managementDepartmentsLabor Class ManagementIntegrations MarketplaceMulti-Department Workflow ConfigurationTeam CollaborationReal-time collaborationDrawings and Specs Management

Reporting & Analytics13features

AnalyticsDynamic dashboardsReportingCustomizable dashboardsAI Driven Forecasting and Cost to Complete ReportingAutomated WIP ReportingAutomatic WIP Schedule GenerationWIP reporting automationCustomer Health TrackingCustomer Health MonitoringEfficiency Yield TrackingResource Efficiency TrackingReporting ForecastingDeferred Revenue ForecastingResource Efficiency InsightsResource efficiency insights
Show 5 more
Job Productivity and WIP ReportingWork in Progress (WIP) ReportsCustomizable Financial and Operational Data ViewsDynamic DashboardHVAC Life Cycle Cost AnalysisProject Financial SummaryProject Dimensions

Technician Management12features

Associate Availability and Utilization TrackingEmployee Utilization TrackingFace RecognitionBiometric loginLicense ManagementExpense managementSubcontractor ManagementSubcontractor ManagementTime TrackingGeotagged time trackingOn Job Performance EvaluationEmployee performance evaluationChecklists and TasksTime Off ManagementTime and Expense Management
Show 4 more
ChecklistsQC and safety loggingAutomated Quality AssuranceAutomated AP/ARTimesheet ApprovalsTimesheet ManagementTeam Management

Scheduling & Dispatch11features

Work OrdersWork Order ManagementSchedulingCalendar ManagementCommitment TrackingCommitment TrackingProject ManagementProject CostingAuto Filtering Change Request Project SelectionProject DeletionProject Contract Duplication with Task Mapping RetentionTask Mapping Retention on Contract DuplicationGantt ChartsProject Gantt Chart
Show 3 more
Project CreationProject creationReal Time Project DataProject Listing and QueryingProject classification and filtering

Invoicing & Payments10features

Payment ProcessingCredit card payment acceptance in the fieldInvoicingAR Sales Invoice SearchMilestone Or Percentage BillingPercent Complete BillingPrice BookRate TablesSubcontractor and Supplier Payment ManagementSubcontractor and supplier payment managementAuto Approve Invoices Based on Timecards or ContractsAutomated Progressive BillingSupport for Fixed Price, Time and Materials, and Cost Plus ContractsMultiple contract type support
Show 2 more
Backcharge ManagementFlexible Retainage ReleaseInvoice TrackingContract and invoice history tracking

Estimating & Quoting8features

Quoting & EstimatesBid ManagementAutomated Estimating and Proposal ProcessesAutomated Financial ProcessesBidding and ProcurementProject BiddingChange OrdersChange order trackingConversion of Estimates to Project BudgetsProject EstimatesImport Estimates Into Procore Budget ToolBid Management Tools for Tracking Subcontractor Bids and Scope LevelingProposal Management

AI & Automation8features

Automation RulesSmart Events and Smart RulesAnomaly DetectionGeneral ledger outlier detectionSmart Events and Smart Rules AutomationSmart Events and Smart Rules automationAI Agent BuilderAI Invoice ProcessingAI Powered Expense AutomationTime AgentAI Powered Time Tracking AgentAI-powered time tracking

CRM & Sales7features

CRMDirectoryContract ManagementContract type supportLead ManagementLead TrackingProperty ManagementProperty ManagementContract and Order ManagementSales OrderMaintenance Agreement ManagerService agreement managementContract TrackingContract status tracking

Mobile & Field Tools6features

Auto Data EntryMobile Data EntryTechnician Mobile AppMobile AccessMobile Worker Access from One DeviceMobile access to project data and documentsMobile Web App for Service ProvidersMobile accessLink Notes And Photos To Customers, Sites, Work Orders, Or EquipmentDigital FormsRecording field data entries

Compliance & Safety3features

Code Enforcement TrackingCompliance TrackingHIPAA ComplianceHIPAA compliantIncident ReportingQC and safety logging

Inventory Management2features

Inventory ManagementInventory ManagementPurchase OrdersPurchase Order

Equipment & Asset Management2features

Over The Air Software UpdatesAutomatic UpdatesAlertsAlerts and To-Dos

Fleet & GPS Management1feature

GPS TrackingTime agent

Customer Communication1feature

NotificationsSmart Notifications

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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