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Sage Intacct Project

by Sage Group

Media

This video demonstrates how to use Sage Intacct for project and resource management, specifically highlighting its application in construction projects.

About This Product

Sage Intacct Construction is a cloud accounting software designed for general contractors and real estate developers to manage every part of their project, featuring visual hierarchy work breakdown structures and full lifecycle cost and productivity measurement.

Capabilities

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

Mobile app
Not available
Free trial
No
Free tier
No
Public API
No
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
6.0
Features
7.9
Support
5.0
Value
5.0
Integrations
8.0
AI Capabilities
1.5

Features

156 features confirmed across 16categories· Showing confirmed capabilities only

Platform & Customization25features

Approval ManagementTransaction approval workflowsBlueprint Markup And AnnotationDocument viewer with annotationCustom FieldsCustom Fields ConfigurationCustom TemplatesBilling templatesMulti-Company ManagementMulti-entity consolidationRole-Based Access ControlRead and Edit form separationWorkflow Integration for Transaction ApprovalsNear Real-Time Access to Critical InformationReal-time access to job details
Show 17 more
Data ImportCSV bulk uploadsBack Office Data SyncReal-time data synchronizationAPI Automation for ProcessesCentralized Data ManagementMulti-LocationMulti-location inventory trackingRead And Edit Form SeparationRead and Edit form separationReader Mode for Opening and Creating ProjectsReal-Time Sync of Field Data and Financial DataDesign CollaborationReal-time collaborationThird-Party IntegrationNative Salesforce integrationIntegrations MarketplaceMarketplace for add-on solutionsDocument ManagementBuilt-in document viewer with annotationCustom API AccessREST API for programmatic task mappingMulti-Department Workflow ConfigurationMulti-Language SupportMulti-lingual interfaceTeam Collaborationcollaboration toolsScheduling, Dispatch, And Project Management Integration

Accounting Integration22features

Job CostingJob Cost ReportingAccounting IntegrationExpense trackingAccounts PayableDimensional accountingAccounts ReceivableAR Retainage ReleasesUnion ReportingLabor Class, Shift, and Union managementMulti Entity Financial ConsolidationMulti-entity financial consolidationAP Retainage ReleasesBillable Expense Tracking
Show 14 more
Billable Items TrackingClose AgentReal Time Job Costing Tracking Across Multiple Projects and EntitiesReal-Time Financial ManagementRevenue RecognitionAuto Detect Unrecorded Transactions and ErrorsAI-powered financial assurance agentBurden Rate And Margin CalculationGross margin trackingAI Bill ScanningAP Automation agentCash Flow ManagementReal-time financial managementAutomated Lien Waiver GenerationAutomated lien waiver generationAutomated PayrollTimecards managementBudgetingCash managementContractual Retainage Tracking and ManagementFlexible Retainage ReleaseProject Accounting

Reporting & Analytics19features

AnalyticsDynamic dashboardsReportingInteractive reporting toolsReporting ForecastingDeferred revenue forecastingAI Driven Forecasting and Cost to Complete ReportingAutomated Dashboards and System Status ReportsAutomatic WIP Schedule GenerationBudget vs. Actual ReportingIntegrated Cost and Schedule Management
Show 11 more
Project Budget TrackingReal Time Project Dashboards with Cost to Complete and Schedule VarianceResource Efficiency InsightsVisual Hierarchy Work Breakdown StructureProject Financial SummaryProject financial summary dashboardCustomizable Financial and Operational Data ViewsCustomizable dashboards combining financial and operational dataCustomer Health TrackingCustomer health trackingEfficiency Yield TrackingResource efficiency insightsEconomic AnalysisProject financial summaryJob Productivity and WIP ReportingSub-job WIP analysisCFO Daily View

Technician Management19features

AI LogbookDaily logsAutomated Quality AssuranceQuality control and safety issue recordingFace RecognitionBiometric login (fingerprint scanning and facial recognition)GPS Check-insTime tracking with geotaggingSubcontractor ManagementSubcontractor managementTime TrackingTime trackingChecklists and TasksEmployee Performance Tracking
Show 11 more
HR and PayrollIn-App Clock In/OutLabor Class, Shift, and Union TrackingTraining CoursesReal-time data synchronizationAssociate Availability and Utilization TrackingEmployee utilization trackingTip ManagementWIP ManagementGeofenced Photo VerificationOn-site photo captureChecklists, Photos, and Forms for Job CompletionTeam ManagementBlended Workforce ManagementCrew managementTechnician Skill TrackingTechnician utilization tracking

Scheduling & Dispatch14features

SchedulingSchedule managementWork OrdersWork order managementProject ManagementCreate projects and tasksAuto Filtering Change Request Project SelectionAuto Filtering for Change Request Project SelectionsProject CreationProject DeletionProject Listing and Querying
Show 6 more
Project Contract Duplication with Task Mapping RetentionRetain task mapping when duplicating project contractsGantt ChartsProject Gantt ChartEmail & Calendar SyncReal-time collaborationAssignment ManagementJob Management and BillingReal Time Project Data

Invoicing & Payments12features

InvoicingAIA billingPayment ProcessingACH Payment ProcessingBackcharge ManagementAutomated lien waiver generation for secondary vendorsMulti-Currency SupportMulti-currency supportPrice BookRate TablesSupport for Fixed Price, Time and Materials, and Cost Plus ContractsSupport for fixed price, time and materials, and cost-plus contractsAuto Approve Invoices Based on Timecards or ContractsAutomated Progressive Billing
Show 4 more
Native AIA G702/G703 BillingProgress, T&M, and Unit Price BillingSubcontractor and Supplier Payment ManagementBilling Templates with Multiple Billing Methods

Compliance & Safety10features

AICPA SOC 2 Type 1 and Type 2 CertificationsDocumentation Capture for Permits and Proof of PurchaseIncident ManagementQuality control and safety issue recordingQC and Safety Issue RecordingQC and Safety Issue TrackingQC and safety issue trackingHIPAA ComplianceHIPAA compliantAudits And ComplianceSOC2 complianceIECC ComplianceSOC2 compliance
Show 2 more
Refrigerant Recovery TrackingRetainage tracking and managementPermit ManagementClose agent

AI & Automation9features

Anomaly DetectionGeneral Ledger Outlier DetectionAutomation RulesAP AutomationAI Agent (ARIA)AI Powered Expense AutomationAI Powered Time Tracking AgentTime AgentAI Invoice ProcessingAI-powered AP automation agentSmart Events and Smart Rules AutomationSmart Events and Smart Rules for process automation and alerts
Show 1 more
AI Executive AssistantFinance Intelligence agent

Estimating & Quoting6features

Quoting & EstimatesEstimating and quotingChange OrdersChange RequestsConversion of Estimates to Project BudgetsProject EstimatesEstimation with Custom Pricing and Cost CodesBid Comparisonscompetitive biddingBidding and ProcurementProject bidding based on data

CRM & Sales5features

CRMClose agentContract ManagementProject ContractsContract and Order ManagementSales order managementLead Managementlead trackingMaintenance Agreement ManagerService agreement management

Inventory Management4features

Inventory ManagementInventory management and material orderingPurchase OrdersPurchase order managementAuto Generate Serial and Lot NumbersSerial and lot number generationPurchase Order and Procurement

Mobile & Field Tools4features

Digital SignaturesSignature captureImage Capture And TaggingOn-site photo captureMobile Web App for Service Providersmobile accessTechnician Mobile App

Equipment & Asset Management3features

Over The Air Software UpdatesRemote MonitoringCustomer health monitoringAHRI SearchAR Sales Invoice Search

Customer Communication2features

Messaging TemplatesAI ConciergeFinancial Assurance agent

Fleet & GPS Management1feature

GPS TrackingGPS location tracking

Training & Education1feature

Building Automation & ControlsReal-time financial management

Integrations 14 across 8 categories

Payment Processing 3
PayPal

PayPal

Paya

Paya

Stripe

Stripe

Accounting 2
Sage
Sage Intacct
Field Service 2
HCSS

HCSS

Procore

Procore

Data & Automation 2
Azure Blob Storage

Microsoft Azure

SAP Crystal Reports
Industry-Specific 2
RSMeans
Timberscan

Timberscan

CRM 1
Salesforce

Salesforce

Communication 1
Outlook

Outlook

Productivity 1
Microsoft Excel

Excel

Pricing

Model
Quote Only
Starting at
Contact for pricing