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Whether you’re already a Sage Intacct user, or interested in finding out more, this post shares a summary of how to use Sage Intacct to maximise its performance.

Read on for the 5 steps to unlocking Sage Intacct’s full potential..

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The Sage Intacct Basics

Sage Intacct is a powerful, flexible cloud-native accounting solution from Sage.  This leading financial management solution delivers deep accounting capabilities, combining core accounting functionality with additional features that suit specific industry needs, such as Projects, Multi-entity and Multi-currency accounting.

Sage Intacct provides real-time insights into financial information and displays them in customisable, permission-based dashboards, enabling users to view relevant info via any internet-connected device.


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What's different about Sage Intacct?

Sage Intacct is highly configurable, with an extensive range of features that enables users to: 

  • Automate key accounting tasks such as journal entries, consolidations and more. 
  • Consolidate hundreds of entities in a matter of seconds. 
  • Increase productivity, efficiency and collaboration between sites and departments.

A true-cloud solution, Sage Intacct breaks free from the limitations of traditional on-premises solutions, like expensive server upgrades and IT infrastructure costs, with no slow down in the system due to an increase in transactions or additional users.


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Follow these steps to unlock Sage Intacct's highest potential:

Using Intacct’s Dashboard features allows users to access the most important information that’s relevant to them and their role. From KPI’s and Sales figures to a complete financial overview, permission-based access ensures sensitive financial information is protected and only visible to the relevant individuals.

View the top features of Sage Intacct’s Dashboards here.

Leverage Sage Intacct’s automation capabilities to streamline repetitive tasks and optimise workflows. By automating manual processes, users can enhance efficiency, reduce errors and free up valuable time for more strategic financial activities.

Find out more about Sage Intacct’s automation capability here.

Take advantage of Sage Intacct’s robust reporting tools to generate insightful financial reports. Customise reports to align with your organisation’s unique requirements, enabling in-depth analysis and facilitating data-driven decision-making.

View our on-demand webinar on Sage Intacct Financial Reporting here.


Seamlessly integrate Sage Intacct with other essential tools and applications used in your organisation, such as Salesforce. This ensures a cohesive and connected ecosystem, allowing data to flow effortlessly and provides a holistic view of your business operations.

Read more about the power of Sage Intacct and Salesforce integration here.

Stay current with Sage Intacct’s evolving features and updates by investing in ongoing training for your team. Utilise the platform’s support resources, including webinars and documentation, to ensure that your users are well-equipped to harness the full potential of Sage Intacct.

We believe in helping Sage Intacct users get the most out of their investment, offering our customers and the Sage community a wealth of free training and support in the form of videos, guides and resources to help users maximise Intacct’s potential. Take a look at what’s available:

View Acuity’s Sage Videos

Register for Upcoming Webinars or View On-Demand Webinars

Browse Acuity’s Free Resources


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Will there be additions to the Sage Intacct Cost as we grow?

There’s no doubt that Sage Intacct is designed to support profitable business growth – with a robust infrastructure and cloud technology, you can expect the following from Sage Intacct’s multi-ledger system: 

  • 99.8% uptime. 
  • No system slow-down as your transaction volume or users increase. 
  • Zero costs for additional data storage space or server upgrades. 

And with Acuity as your Sage Intacct Partner, you’re also guaranteed a support partner who will help you build the ideal solution for your specific needs – adding functionality as and when you need it, supporting changes and business growth at whatever pace and scale they come at.

Why choose Acuity?  

We’ve been providing Sage solutions for nearly 30 years now, so it’s safe to say we know our stuff! 

Our team have the expertise and professional, friendly approach to ensure our customers get the most out of their chosen solution; here’s what we provide:

  • Fixed price services on all projects.
  • Ongoing support and training.
  • Flexible payment options, such as milestone billing.
  • Regular updates and communication.

In summary, we’re big enough to look after your business needs, but small enough to care! 

Ready for more?

If you’ve found our mini Sage Intacct Training post of interest, get in touch via the below form and we’ll arrange a no-obligation call or free Sage Intacct Demo at a convenient time. 

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