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.

Requirements:

Integrating with this application requires you to use the SenderID designated by Sage. By using this SenderID, you do not need to buy a web services developer license from Sage and your API usage will not count towards your API performance tier. Sage may prevent customers from integrating with this application under a different SenderID. Using this integration also requires that you purchase Sage Intacct Projects.

Price:
Sage Intacct PSA is sold separately and requires additional licenses.

Integration Approved Countries:
Australia; Canada; Ireland; New Zealand; United Kingdom; United States