• Sage Intacct Professional Services Automation powered by Forecast

    The AI-powered solution to help boost financial returns on your resources and projects

  • Smarter project management, optimized resource allocation, and increased profitability for your professional services firm. Powered by Forecast's AI platform.

    Key Benefits:
    Sage Intacct PSA is a solution designed to streamline professional service organizations. It automates project management, resource allocation, time tracking, and client management, improving efficiency and visibility.

    Sage Intacct PSA offers specialized features tailored specifically for service-based businesses, including resource management, time tracking, billing, and client relationship management. This distinguishes it from generic project management tools.

    Resource management made easy
    Balance your company's workload with crystal-clear visibility, so you can prevent project delays, team burnout, or resource underutilization. Our AI-powered platform provides real-time and predictive insights, for accurate forecasting of resource demand and strategic allocation of your resource pool.

    • Real-time overview of workload and capacity across all resources makes it simple to plan and adjust as you go.
    • Get notified of issues proactively, so you can take preventative action.
    • Prevent bottlenecks with fully interactive heatmaps that show team availability and workloads.
    • Replicate your resourcing model with the ability to create soft and hard bookings for your teams.

    Anticipate future resourcing needs
    Proactively plan with precision and manage capacity planning, even as you grow. With Sage Intacct PSA, you have everything you need to ensure optimal resource allocation, so you can mitigate the risk of delays and maximize project profitability.
    • Confidently meet client expectations, by knowing you have the right skills and resources at the right time.
    • Get AI recommendations to allocate resources and input placeholders with speed and precision.
    • Use soft or hard allocations to help accurately forecast project needs with real-time capacity insights.
    • Maximize resource efficiency and know when to hire new talent to keep scaling smoothly.

    Consistently deliver your best work
    Sage Intacct PSA analyzes your successes and setbacks, providing tailored insights to enhance efficiency and profitability. Whether you run fixed price, time and material, or retainers, Sage Intacct PSA gives you the power and flexibility to manage them all side-by-side.
    • Learn from your best projects and teams, and replicate plans that increase your chances of success.
    • Execute even the most complex projects.
    • Scope tasks, add phases, view task boards, and see task timelines all in one place.
    • Get a holistic view of how all your projects are performing.

    System Requirements:
    Sage Intacct users are not required to purchase their own Sender ID via the Sage Intacct Web Services - Developer License to enable this integration.
    Sage Intacct Projects are required

    Sage Intacct PSA is sold separately and requires additional licenses.

    Integration Approved Countries:
    Canada; United Kingdom; United States;

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