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Sage Intacct Strategic Alliance

The AICPA's Preferred Cloud Financial Solution

Sage Intacct Accountants Program Partner

Sage Intacct Partnership

Powering financial transformation with Sage Intacct's award-winning cloud ERP. Together, we deliver intelligent, automated financial management for growing enterprisesโ€”trusted by over 50% of leading outsourced accounting firms [citation:3].

Cloud ERP AI-Powered Real-Time Insights AICPA Preferred
Partnership Overview

Strategic Cloud Financial Alliance

As a certified Sage Intacct business partner, we combine deep financial expertise with the industry's leading cloud ERP platform. We don't just resell softwareโ€”we architect scalable financial ecosystems, manage complex implementations, and deliver ongoing optimization that turns your finance function into a strategic growth driver [citation:10].

Partnership Benefits

AICPA Preferred Provider

Sage Intacct is the only cloud financial solution preferred by the AICPAโ€”validated for the highest standards in accounting and financial reporting [citation:3][citation:7].

End-to-End Client Ownership

You retain the customer relationship. We provide implementation, training, and strategic advisoryโ€”with no sales tiers or revenue sharing [citation:1].

Sage AI Developer Solutions

Early access to Sage's new AI Gateway and MCP serversโ€”build certified AI agents directly into Sage Copilot workflows [citation:5].

Sage Intacct Partner Ecosystem

Three distinct partnership disciplines serving every client need [citation:4]

Sage Intacct Business Partners

Full-service implementation, customization, and ongoing support partners. From purchase to go-live and beyondโ€”we architect your financial system and own your success [citation:4][citation:10].

Implementation Integration Optimization

Accountants Program (SIAP)

Deliver high-value outsourced accounting and virtual CFO services. Access best-in-class cloud capabilities, marketing support from CPA.com, and a collaborative partner community [citation:3][citation:7].

Outsourced Accounting Advisory CFO Services

Marketplace Partners

200+ best-in-class integrated solutions across AP/AR automation, payroll, CRM, eCommerce, and tax. We curate and deploy the perfect ecosystem for your unique business needs [citation:8][citation:9].

AP Automation AR/Collections Payroll

Core Solutions

Enterprise-ready Sage Intacct capabilities delivered by our certified experts

Core Financials

General ledger, AP/AR, cash management, and global consolidations. Built for multi-entity, multi-currency complexity [citation:9].

GL AP/AR Multi-Entity
Project Accounting

Real-time profitability tracking, contract management, and billing for professional services, construction, and project-driven organizations [citation:2].

Time & Expense Fixed Price Contract Billing
Revenue Recognition

ASC 606 compliance, subscription billing, contract modifications, and real-time revenue reporting. Purpose-built for SaaS and recurring revenue models [citation:6].

ASC 606 Subscription Usage-Based
AI-Powered Automation

Sage Copilot, AI Agent integrations, and generative AI for natural language reporting, invoice processing, and intelligent workflow automation [citation:5][citation:9].

Sage Copilot CORA AI AI Agents
Subscription & SaaS Billing

Hybrid, usage-based, and milestone billing. 150+ SaaS metrics including ARR, NDR, and retention cohortsโ€”natively integrated [citation:6].

ARR NDR Quote-to-Cash
AP Automation

Fully customizable procure-to-pay workflows, AI-powered data capture, and real-time sync with Sage Intacct [citation:9].

Invoice Capture Approval Workflows PO Matching

Sage Intacct Technology Ecosystem

200+ integrated solutions. One unified financial foundation [citation:8].

Core Financials
  • โ€ข General Ledger
  • โ€ข Accounts Payable
  • โ€ข Accounts Receivable
  • โ€ข Cash Management
  • โ€ข Global Consolidations
Industry Solutions
  • โ€ข Professional Services
  • โ€ข Construction
  • โ€ข Nonprofit
  • โ€ข SaaS / Subscription
  • โ€ข Healthcare
AI & Automation
  • โ€ข Sage Copilot
  • โ€ข AI Gateway
  • โ€ข MCP Servers
  • โ€ข Generative AI
  • โ€ข Intelligent Workflows
Marketplace
  • โ€ข AP/AR Automation
  • โ€ข CRM & eCommerce
  • โ€ข Payroll & HR
  • โ€ข Tax Compliance
  • โ€ข Time & Expense
Reporting & Analytics
  • โ€ข Real-Time Dashboards
  • โ€ข Interactive Visuals
  • โ€ข Dimensional Reporting
  • โ€ข SaaS Metrics (ARR, NDR)
Billing & Revenue
  • โ€ข Subscription Billing
  • โ€ข Usage-Based Billing
  • โ€ข Contract Management
  • โ€ข Revenue Recognition
Project & Inventory
  • โ€ข Project Accounting
  • โ€ข Inventory Control
  • โ€ข Order Entry
  • โ€ข Purchasing
Tax & Compliance
  • โ€ข VAT/GST Ready
  • โ€ข Audit Trails
  • โ€ข Tax Jurisdictions
  • โ€ข Compliance Reporting

Why Buy Through a Sage Intacct Partner?

The subscription price is the same whether you buy direct or through a certified partner [citation:10]. What changes is what you get for that investment.

Scalable financial architecture, not cookie-cutter setup
Clean, validated data migration from legacy systems
Seamless marketplace integrations and custom workflows
Long-term optimization and strategic support
We own your success
You keep the customer relationship

Ready to Transform Your Financial Management?

Leverage our Sage Intacct certified expertise to build a scalable, automated financial foundationโ€”from implementation through long-term optimization.