The Non-profit Accounting
Software Buyers Guide

Sage Partner logo

The Non-profit Accounting
Software Buyers Guide

Sage Partner logo

Why South African Businesses Choose Sage Intacct?

  •  Superior Focus and Flexibility: Sage Intacct’s best-in-class strategy is more appealing and offers more flexibility than the all-in-one “suite” approach of other accounting software solutions.
  • Lower Total Cost of Ownership: Sage Intacct’s powerful administrative capabilities allow the solution to be easily configured and maintained without expensive IT resource allocation.
  • Integrates Easily: Sage Intacct is designed to integrate easily with other best-in-class solutions like Salesforce.com for CRM, Adaptive Insights for Budgeting and Planning or Coupe for Procurement.
  • Unparalleled Customer Orientation – Sage Intacct has the highest customer satisfaction rating of accounting software. Businesses choose Sage Intacct because of its market-leading customer satisfaction. Sage Intacct stands alone in customer satisfaction for middle-market providers.

We deploy Sage Intacct as the ideal choice for businesses in South Africa that are ready to grow.

What do you need your financial system to do?

Core Financials

Automate complex processes and multi-dimensional data analysis. Radically reduce your close time and improve finance team productivity by 40% or more.

Dashboard and Reporting

With intuitive dashboards, Sage Intacct provides fast, in-depth, financial, and operational performance. Sage Intacct’s general ledger includes eight pre-defined dimensions to capture the business context of your transactions, operational measures, and budgets.

Billing

Automate complex revenue and billing processes such as:

  • Contract and Subscription Billing
  • Project Costing and Billing
  • Revenue Recognition

Platform Web Services and Integration

With built-in tools for growth, Sage Intacct integrates seamlessly with Salesforce, ADP, and more. Create customised solutions that power your company’s growth and acceleration.

 

Advanced Functionality

Flexible additional modules for total financial management. Modules include:

  • Fixed Assets
  • Inventory Management
  • Multi-Entity and Global Consolidations
  • Project Accounting
  • Revenue Recognition
  • Sales and Use Tax
  • Spend Management
  • Time & Expense Management
  • Vendor Payment Services

Built for finance by finance

Core Financials

Powerful automation of complex processes and multi-dimensional data analysis.

Advanced Functionality

Everything you need to increase productivity, make timely decisions, and drive your business forward.

Flexible Platform

Easily adapt to the way you work and integrate with other cloud services—like Salesforce, ADP, and more.

Discover how Intacct takes the stress away and can make financial management fun and empowering.

Built for success

A powerful foundation built for success

As a best-in-class provider, our cloud financial management platform delivers deep accounting capabilities across multiple industries designed with a single aim—to accelerate your success.

Innovation for today and tomorrow

The financial management platform with innovative features for today and tomorrow

Sage Intacct’s modular true cloud financial management platform meets your business needs today and gives you the flexibility to easily add more functionality tomorrow.

Cloud Flexibility and accessibility

True cloud flexibility and accessibility

Keep your organisation agile with an open, configurable, cloud accounting solution that lets you easily share data and connect multiple solutions, including Salesforce).

Your entire organisation can leverage intuitive systems that your teams around the world can learn and navigate efficiently.

Core Financials

Automate complex processes and multi-dimensional data analysis.

Dashboards and Reporting

Intuitive dashboards provide fast, yet rich, financial and operational performance.

Billing

Smart solutions to automate complex revenue and billing processes.

Core financials

Automate complex processes and multi-dimensional data analytics.

  • Accounts Payable
  • Accounts Receivable
  • Cash Management
  • General Ledger
  • Order Management
  • Purchasing
  • Accounts Payable Software

    Cut your accounts payable processing time with automated processes.

    Automating accounts payable eliminates manual processes like entering data, tracking down lost invoices, and getting approvals. Not only does this save time, but it also drives down the cost of running accounts payable in your organisation. By using Sage Intacct's accounts payable management software, you can save up to 100 hours per month by automating processes and eliminating inefficient workflows.

    Automate accounts payable processes

    Workflows and processes.

    Create automated, configurable processes to enhance internal controls and ensure complete accountability.

    Easy data entry.

    Set defaults for terms, discounts, general ledger accounts, payment priority and payment dates.

    Amortisation expenses.

    Recognise assets from AP bills and expense them either over time or all at once on a set future date.

    Gain visibility with real-time reporting

    Access to AP transactions and data.

    Track and view payments, approvals, and reports.

    Real-time reports.

    Generate accounts payable liabilities and vendor-aging reports, bill and check register reports across your company in real time.

    AP cycle visibility.

    Define the workflows and approvals so you have complete visibility into the entire AP process.

  • Accounts Receivable Software

    Streamlines Accounts Receivable management by automating the invoicing and collections process.

    Accounts receivable management software should make your team more efficient, so you get paid faster. But when manual processes take too long, cash flow gets caught up in high DSO. Use Sage Intacct to automate processes, email invoices and offer more payment options to streamline AR management and reduce DSO by 25-50%.

    Unify systems into a single view with seamless integration

    Single view of all systems.

    Integrate with the rest of the business systems—including your CRM solution—to give you a single view of quotes, sales orders and invoices in order entry. Automatically post order transactions to your general ledger and AR ledger.

    Sales tax connection.

    Leverage up-to-date, accurate sales tax calculations with connection to AvaTax.

    Gain full accounts receivable visibility

    Complete accounts receivable reports.

    Get reports of customer aging, invoice analyses, recurring invoices, deferred revenue and more.

    Custom analyses.

    Analyse AR data from a range of perspectives, like revenue over time or collection activity on customer accounts, for a complete view of your business.

  • Cash Management

    Improve cash flow through improved visibility and timing of payments.

    True cash management gives you a complete picture of your cash footprint and working capital. But many organizations don’t have full visibility into where their cash is coming from or where it’s going. Gain insight into cash position and adjust your processes with Sage Intacct’s cash management software. Using it as part of Sage Intacct’s financial management system can reduce DSO by 25-50% to free new cash flow or uncover overlooked revenue.

    Conduct day-to-day cash activities in real-time

    Apply and record payments.

    Apply payments to accounts not tied to an invoice or record POS payments not applied to a customer. Match electronic payment transactions to invoices in a click.

    Daily cash management needs.

    Print checks or use the bill-focused payment cycle. Transfer funds across accounts to locations and entities right when you need them.

    Reduced audit risk.

    Accurate, well-documented reporting decreases chances of manual errors in your cash statements and creates organized transactions and balances.

    Automate bank reconciliations

    Bank support.

    Connect securely to thousands of financial institutions around the world.

    Automated reconciliations.

    Import statements from your financial institutions and automatically reconcile your checking, savings and credit card accounts in just minutes.

    Error-free maintenance.

    Spot exceptions, manage bank errors, monitor for fraud.

  • General Ledger

    Built for maximum visibility, scalability, and flexibility

    Effortlessly support your company’s unbounded growth—from inception to the IPO and beyond—and gain deep, real-time visibility into every corner of your organisation. The general ledger is the heart of your financial system, and we’ve designed ours with the most innovative and flexible architecture on the market today. Now you can easily handle your entire accounting and financial management process, including automated revenue recognition, global consolidations, project accounting, and much more.

    Key Features

    Modern architecture

    Multi-ledger architecture: Manage the close process with sub-ledgers you can close independently. Real-time posting: Get up-to-date visibility with transactions that post in real-time to both the sub-ledgers and general ledger.

    Streamlined chart of accounts:Use general ledger dimensions to reduce the number of accounts you manage while retaining visibility as your business changes. Multi-entity architecture: Grow into any business structure with a general ledger that provides both visibility and flexibility for managing domestic and global entities.

    Transaction definitions: Visually configure business process document workflows to control how transactions post to the accounts you specify.

    Multi-dimensional general ledger

    Pre-built dimensions: Capture and store the business context for every transaction, budget, and measure in the general ledger with prebuilt dimensions for project, customer, location, department, vendor, item, employee, and class.

    User-defined dimensions: Capture and store additional business context for each transaction, budget, and measure with user defined dimensions.

    Required dimension values: Ensure data quality by making dimension values mandatory for transactions that post to specified accounts.

    Auto-populated dimension values: Simplify data entry and improve accuracy by auto populating values for specified dimensions based on values of other dimensions.

    Multi-book general ledger

    Multiple pre-defined books: Set up Sage Intacct General Ledger as cash, accrual, or both; every transaction automatically posts to the correct book enabling, for instance, accrual-based firms to more clearly see the impact of cash transactions.

    User-defined books: Create additional books that support reporting by different standards—from IFRS and local GAAP to industry-specific ones.

    Side-by-side multi-book reporting: Create reports that span books to show comparative performance by different bases.

    Flexible reporting

    Account groups: Combine accounts to define account groups that meet your specific reporting requirements.

    Budget accounts:Store budgets to enable granular budget vs. actual reporting.

    Statistical accounts: Store non-financial data to capture and report on operational metrics and ratios.

    Journal entry management

    Flexible journal entry approvals: Specify journals that require approvals in a specified sequence from named approvers and keep approvals timely with automated email notification.

    Journal entry import:Quickly populate beginning account balances, journal entries, and budgets by importing data from spreadsheets and other applications.

    Journal entry templates: Define templates enabling non-accounting users to enter general ledger transactions without having to deal with the intricacies of account numbers, departments, and locations.

  • Order Management

    Automate from Quote to Cash for Easier, Faster Order Management.

    Order management gets challenging when you need to make corrections or changes, when you need to enter data manually, and when disparate recordkeeping systems don’t talk to each other. Sage Intacct Order Management closes the gaps and automates even the most complex quote-to-cash processes. So, you can handle higher order volumes, sophisticated workflows, and complex pricing structures—all while saving time, ensuring accuracy, and improving profitability.

    Key Features

    Automate and Streamline

    Automatic order creation from quotes

    Ensure accuracy and save time by eliminating data re-entry.

    Order management document generation

    Easily create quotes, sales orders, backorders, invoices, returns, credit memos, debit memos, and more—and rapidly deliver them via email.

    Calculations

    Easily compute discounts, shipping, handling, and other charges for each document using flexible subtotalling.

    Best practices templates

    Process quotes, orders, invoices, credit memos, returns, and shippers using workflows from supplied templates. Or configure your own to fit your business model—no programming required.

    Streamlined services and billing processes

    Automatically create services invoices from order fulfilment.

    Defined prices and discounts

    Configure different pricing schedules for customer groups or individuals by time periods, products, or entire product lines.

    Flexible pricing options

    Work with virtually any pricing structure—from simple fixed prices to a series of price schedules.

    Connected Order Management (Optional Modules Required)

    Revenue management integration

    Ensure revenues are recognized correctly with order data that flows seamlessly to Sage Intacct Revenue Management.

    Salesforce integration

    Drive revenue recognition, project accounting, and billing processes from orders originating in Salesforce, providing sales teams with instant visibility into order status, billing, and payments.

    Preconfigured Zuora cloud connector

    Enjoy smarter revenue recognition by managing subscription orders and transactions and automating revenue recognition using bookings data.

    Sales tax management

    Easily streamline sales tax compliance with the AvaTax for Sage Intacct module, a comprehensive sales tax solution jointly developed with Avalara.

    Reporting

    Price list report

    Quickly access the prices of items on price lists, along with quantity price breaks.

    Order analysis reports

    Easily analyze order inventory.

    Sales analysis reports

    Review and track profitability by products, and identify buying patterns using any combination of items, customers, territories, product lines, and sales reps.

    Dashboards, reports, and performance cards

    Analyze sales, inventory, and profitability trends.

    Custom analyses

    Get more strategic insights with custom analyses across multiple attributes such as items, customers, product lines, and sales reps.

  • Purchasing

    Take Control with Automated Procure-to-pay Processes

    Use Sage Intacct Purchasing to create structured, predefined transaction and approval workflows that increase purchasing speed, accuracy, and efficiency. At the same time, the solution’s comprehensive suite of dashboards and reporting tools enables you to monitor budget vs. actuals, analyze costs, and gain visibility into your entire procure-to-pay cycle. That’s purchasing, perfected.

    Key Features

    Automation and Efficiency

    Online access to all relevant information

    Get the right information, right away.

    Integration with other Sage Intacct modules

    Eliminate data re-entry and accelerate processes.

    Drag-and-drop document attachment

    Cut down on paper to boost productivity.

    Automated processes and structured workflow

    Ensure accuracy and streamline operations.

    Visibility and Reporting Real-time access to orders, delivery, pricing, and vendor performance

    Enhance decision making.

    Customizable, role-based dashboards

    Gain instant insight into your purchasing performance.

    Drill-down reports

    Get deeper visibility into source documents.

    Flexible slice-and-dice reporting

    Proactively analyze data from any perspective.

    Control and Flexibility Easy, flexible workflow configuration

    Adapt workflows to fit your organization’s unique needs.

    Best practices templates

    Adopt or create standardized processes for requisitions, quotes, receivers, returns, and adjustments.

    Predefined approval cycles with automated alerts and emails

    Strengthen internal controls.

    Automatic quantity price breaks and economic order quantities

    Lower purchasing costs.

Take the next step. Find out how the Sage Intacct cloud financial management solution streamlines operations and provides real-time insights, boosting productivity and growth.

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