ERP & Finance - Sage Intacct
Sage Intacct's dimensions replace a bloated chart
of accounts. Most firms never rebuild around them.
We architect Sage Intacct's dimensional general ledger, project accounting, and multi-entity consolidation so your finance team reports by practice, project, or location without a chart of accounts that grew to a thousand lines.
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Operators and teams we've worked with
Most Sage Intacct instances still carry the chart-of-accounts habits of the system they replaced
Sage Intacct's core architectural advantage is dimensions - the ability to tag every transaction with attributes like department, location, project, and class instead of creating a new GL account for every reporting cut you need. Firms migrating from QuickBooks or an older ERP rarely rebuild around that model on day one. Instead they recreate the old chart of accounts inside Intacct almost line for line, so the dimensional reporting that justified the migration never gets used, and the chart of accounts keeps growing the same way it always did. Project accounting gets configured loosely, so professional-services firms can't reliably tie time and expense to project profitability. Multi-entity consolidation runs on manual eliminations because intercompany transactions were never mapped correctly.
Revenue Institute rebuilds Sage Intacct implementations around the dimensional model the platform was actually designed for. We collapse an overgrown chart of accounts into a lean structure backed by dimensions, configure project accounting so profitability reporting is real-time instead of a month-end reconstruction, and fix multi-entity consolidation so close doesn't depend on a spreadsheet.
What we do with Sage Intacct
What we build inside your Sage Intacct instance
Dimensional GL architecture and chart-of-accounts cleanup
We collapse an overgrown chart of accounts built for a legacy system into a lean structure backed by department, location, project, and class dimensions - so new reporting cuts are a saved report, not a new GL account.
Project accounting for professional services
We configure project accounting so time, expense, and revenue tie to specific engagements in real time, giving partners and practice leads actual project profitability instead of a month-end spreadsheet reconstruction.
Multi-entity consolidation
We map intercompany transactions and eliminations correctly so multi-entity consolidation runs through Intacct's native consolidation engine instead of manual journal entries at close.
Practice management and time-tracking integration
We connect Sage Intacct to your practice management or time-tracking platform - Karbon, BigTime, Deltek, or a vertical-specific tool - so billable time flows into project accounting without duplicate entry.
Reporting and dashboard configuration
We build the recurring financial reports and dashboards your leadership team and board actually review, configured against the dimensional model so they update automatically instead of requiring a manual rebuild every period.
AP, AR, and billing automation integration
We connect Sage Intacct to AP automation, AR automation, and billing platforms so cash flow processes stay in sync with the general ledger without manual reconciliation.
Our framework
How a Sage Intacct engagement runs
Audit and diagnosis
We review your chart of accounts, dimensional configuration, project accounting setup, consolidation process, and every connected system, and produce a prioritized findings document separating quick fixes from structural rebuilds.
Rebuild and configure
We execute against the agreed scope - restructuring the chart of accounts around dimensions, configuring project accounting, and fixing consolidation and integrations - working alongside your finance team with documented change history.
Handoff and enablement
We hand off a documented system - dimension reference, project accounting logic, and reporting configuration - plus training so your finance team can build new reports and onboard new entities without needing us for every change.
Why Sage Intacct is a strong fit for professional services and where implementations fall short
Sage Intacct's dimensional general ledger is a genuinely different architecture from the account-per-report-cut approach most QuickBooks and legacy ERP users grew up with. Tagging transactions with department, location, project, and class dimensions instead of creating new GL accounts means reporting flexibility that scales without the chart of accounts growing unmanageably. Native multi-entity consolidation, strong project accounting for time-and-materials billing, and AICPA-preferred status make it a particularly good fit for law firms, accounting firms, and consulting practices that need to report project profitability and consolidate across entities without a finance team the size of an enterprise.
The gap between that capability and what most firms actually run is almost always a migration or implementation shortcut. Firms coming from QuickBooks or an older system recreate their existing chart of accounts inside Intacct because it's the fastest path to go-live, and then never circle back to rebuild around dimensions once the pressure is off. Project accounting gets configured to track basic time and expense but not tied tightly enough to real-time profitability reporting. Multi-entity consolidation runs with manual eliminations because intercompany mapping was never fully built out - defeating one of the platform's core advantages.
What a production-ready Sage Intacct instance actually looks like for a professional-services firm
A well-configured Intacct instance has a lean chart of accounts backed by a deliberate dimensional structure, project accounting that gives partners real-time engagement profitability instead of a month-end reconstruction, and multi-entity consolidation that runs through the native engine without manual eliminations. Integration with practice management and time-tracking tools means billable time flows into the GL without duplicate entry, and reporting dashboards update automatically because they're built against dimensions rather than hardcoded account ranges.
Getting there means rebuilding the financial architecture around what Intacct was actually designed for, not just migrating old habits into a new interface. Revenue Institute leads with professional services, and Sage Intacct implementation work sits at the center of that practice. Explore our full ERP & Finance platform coverage, including NetSuite and Bill.com for AP/AR automation, or see how clean financial architecture plugs into Finance Automation for Professional Services.
We're vendor-agnostic
Other ERP & Finance platforms we specialize in
Not sure Sage Intacct is the right fit? We implement and optimize these too - and we'll tell you honestly which one fits your business.
Sage Intacct questions, answered
We migrated from QuickBooks to Sage Intacct but it doesn't feel much different. What went wrong?
This is the single most common pattern we see. Most QuickBooks-to-Intacct migrations recreate the old chart of accounts almost line for line instead of rebuilding around Intacct's dimensional model, so the reporting flexibility that justified the migration never actually gets used. We rebuild the chart of accounts around dimensions and show your team how to report by department, project, or location without adding a single new GL account.
Is Sage Intacct a good fit for a professional-services firm specifically?
Yes - Intacct is the AICPA's preferred financial management solution and has genuinely strong project accounting for time-and-materials and fixed-fee engagement billing, which is exactly the model most law, accounting, and consulting firms run on. The gap we usually find isn't the platform, it's that project accounting was configured loosely at implementation and never tightened up to give partners real project-level profitability.
Can Sage Intacct handle multi-entity consolidation without manual eliminations?
Yes, if intercompany transactions and elimination rules are mapped correctly at the entity and dimension level, which is where most implementations fall short. We audit your current consolidation process, identify exactly where manual work is compensating for missing configuration, and rebuild it to run through Intacct's native consolidation engine.
Do you integrate Sage Intacct with our practice management or time-tracking system?
Yes - we've connected Intacct to Karbon, BigTime, Deltek, and similar practice management platforms so billable time and project data flow into the general ledger without duplicate entry. We scope the specific integration to your current tool rather than assuming a generic connector covers everything you need.
What does a Sage Intacct engagement typically cost and take?
Scope depends on how many entities you're consolidating, the state of your current chart of accounts, and how many downstream integrations are involved. We scope every engagement after a discovery audit so you get a fixed-scope proposal with a specific timeline, not an open-ended retainer.
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