Sage Intacct Project

Name: Sage Intacct Project
Author: Sage Group

by Sage Group

5.6 Good See breakdown →

Highlights

142 Features 14 Integrations

Trust

Trains AI Models Third-Party Sharing Data Export Data Deletion

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

5.0

Features

9.0

Support

5.0

Value

5.0

Integrations

8.0

AI Capabilities

1.5

Customer Reviews

Features

142 features confirmed across 15categories· Showing confirmed capabilities only

Platform & Customization23features

Custom FieldsCustom Fields ConfigurationMulti-Company ManagementMulti-entity consolidationBack Office Data SyncReal-time data synchronizationWorkflow Integration for Transaction ApprovalsAPI Automation for ProcessesBlueprint Markup And AnnotationDocument viewer with annotationCentralized Data ManagementDesign CollaborationReal-time collaboration

Show 15 more

Multi-LocationMulti-location inventory trackingNear Real-Time Access to Critical InformationRead And Edit Form SeparationRead and Edit form separationReader Mode for Opening and Creating ProjectsReal-Time Sync of Field Data and Financial DataRole-Based Access ControlRead and Edit form separationData ImportCredit Card ImporterDocument ManagementEnhanced document views with financial snapshotsThird-Party IntegrationMarketplace for add-on solutionsCustom TemplatesBilling templatesMulti-Department Workflow ConfigurationApproval ManagementWorkflow integration for transaction approvalsMulti-Language SupportMulti-lingual interfaceScheduling, Dispatch, And Project Management IntegrationTeam Collaboration

Accounting Integration20features

Job CostingJob Cost ReportingAccounts PayableDimensional accountingAI Bill ScanningAP AutomationAP Retainage ReleasesAuto Detect Unrecorded Transactions and ErrorsAutomated Lien Waiver GenerationBillable Expense TrackingBillable Items Tracking

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Close AgentContractual Retainage Tracking and ManagementMulti Entity Financial ConsolidationReal Time Job Costing Tracking Across Multiple Projects and EntitiesReal-Time Financial ManagementRevenue RecognitionAccounts ReceivableRecognize revenueUnion ReportingLabor Class, Shift, and Union managementAccounting IntegrationBillable expense trackingAutomated PayrollTimecards managementBudgetingCash managementProject Accounting

Reporting & Analytics18features

AnalyticsDynamic dashboardsReportingReal-time reportingAI Driven Forecasting and Cost to Complete ReportingAutomated Dashboards and System Status ReportsAutomatic WIP Schedule GenerationBudget vs. Actual ReportingCustomer Health TrackingCustomizable Financial and Operational Data Views

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Integrated Cost and Schedule ManagementJob Productivity and WIP ReportingProject Budget TrackingProject Financial SummaryReal Time Project Dashboards with Cost to Complete and Schedule VarianceResource Efficiency InsightsVisual Hierarchy Work Breakdown StructureEconomic AnalysisProject financial summaryReporting ForecastingDeferred revenue forecastingCFO Daily View

Technician Management17features

Subcontractor ManagementSubcontractor managementTime TrackingTime trackingAI LogbookDaily logsAssociate Availability and Utilization TrackingChecklists and TasksEmployee Performance TrackingGPS Check-insTime tracking with geotaggingHR and Payroll

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In-App Clock In/OutLabor Class, Shift, and Union TrackingTraining CoursesReal-time data synchronizationAutomated Quality AssuranceQC and safety issue trackingGeofenced Photo VerificationOn-site photo captureFace RecognitionBiometric login (fingerprint scanning and facial recognition)Checklists, Photos, and Forms for Job CompletionTeam ManagementTechnician Skill TrackingTechnician utilization tracking

Scheduling & Dispatch14features

Work OrdersWork order managementSchedulingReal-time scheduling and GPS trackingAuto Filtering Change Request Project SelectionAuto Filtering for Change Request Project SelectionsProject Contract Duplication with Task Mapping RetentionProject CreationProject DeletionProject Listing and Querying

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Project ManagementProject contract duplication with retained task mappingEmail & Calendar SyncReal-time collaborationAssignment ManagementJob Management and BillingReal Time Project DataGantt ChartsProject Gantt Chart

Invoicing & Payments12features

InvoicingAIA billingPayment ProcessingIntegrated payment processingMulti-Currency SupportMulti-currency supportAuto Approve Invoices Based on Timecards or ContractsAutomated Progressive BillingNative AIA G702/G703 BillingProgress, T&M, and Unit Price BillingSubcontractor and Supplier Payment Management

Show 4 more

Support for Fixed Price, Time and Materials, and Cost Plus ContractsBackcharge ManagementAutomated lien waiver generation for secondary vendorsPrice BookRate TablesBilling Templates with Multiple Billing Methods

Compliance & Safety8features

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 compliantIECC ComplianceSOC2 complianceRefrigerant Recovery TrackingRetainage tracking and management

AI & Automation8features

Automation RulesAP AutomationAI Agent (ARIA)AI Invoice ProcessingAI Powered Expense AutomationAI Powered Time Tracking AgentSmart Events and Smart Rules AutomationTime AgentAnomaly DetectionWrite-off identification

Estimating & Quoting5features

Quoting & EstimatesProject EstimatesConversion of Estimates to Project BudgetsProject EstimatesChange OrdersAuto-filtering for change request project selectionsBidding and ProcurementEstimation with Custom Pricing and Cost Codes

Inventory Management4features

Inventory ManagementInventory management and material orderingAuto Generate Serial and Lot NumbersSerial and lot number generationPurchase Order and ProcurementPurchase OrdersSales order management

CRM & Sales4features

CRMClose agentContract and Order ManagementSales order managementContract ManagementSupport for fixed price, time and materials, and cost-plus contractsMaintenance Agreement ManagerService agreement management

Mobile & Field Tools3features

Digital SignaturesSignature captureImage Capture And TaggingOn-site photo captureTechnician Mobile App

Equipment & Asset Management3features

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

Customer Communication2features

Messaging TemplatesAI ConciergeFinancial Assurance agent

Training & Education1feature

Building Automation & ControlsReal-time financial management

Integrations 14 across 8 categories

Payment Processing 3

PayPal

Paya

Stripe

Accounting 2

Sage

Sage Intacct

Field Service 2

HCSS

Procore

Data & Automation 2

Azure Blob Storage

Microsoft Azure

SAP Crystal Reports

Industry-Specific 2

RSMeans

Timberscan

CRM 1

Salesforce

Communication 1

Outlook

Productivity 1

Microsoft Excel

Excel

Pricing

Model: Quote Only
Starting at: Contact for pricing