Woman working on finances in an open-plan UK charity office

How Not-for-Profits Can Strengthen Finances with Sage Intacct

by Not-For-ProfitSage Intacct
Woman working on finances in an open-plan UK charity office
  • Not-For-Profit, Sage Intacct

Not-for-profit organisations face many of the same challenges as commercial businesses – but with tighter budgets and heightened public scrutiny. Rising costs, increasing demand, and new reporting obligations leave many charities asking how they can stay compliant while continuing to deliver vital services.

Transparent financial management isn’t just a legal requirement. It builds trust, attracts funding, and ensures essential work continues. In the UK/Irish region, there is growing public interest in charity finances, with charity regulators reporting a significant rise in views of financial records. At the same time, more organisations are updating their accounting systems to keep pace with stricter regulations and higher expectations.

Accountability is under the microscope

Recent reports from the Charities Regulator show that financial control and transparency remain key areas of concern for charities. New public reporting systems now flag whether a charity has submitted its annual accounts on time. Missing deadlines or submitting incomplete data can not only risk regulatory action but also damage donor confidence.

In this context, accurate and timely financial reporting is more than an internal task – it’s a public commitment. Boards and finance teams need the right tools to uphold that commitment.

Why the right accounting software matters

Charities have unique financial requirements that spreadsheets or standard accounting tools often struggle to support. Grant tracking, multi-fund reporting, and detailed audit trails all demand a specialised solution. Sage Intacct accounting software provides this. Designed for not-for-profits, it ensures compliance while keeping finances transparent and accessible.

UK charities working with Envisage consistently report that Sage Intacct has transformed their financial management. Real-time dashboards and automated reporting give executives instant insight into their organisation’s financial health. Detailed drill-down capabilities make audits and compliance checks far simpler, while also satisfying trustees, regulators, and donors.

As a trusted Sage Intacct partner, Envisage has helped not-for-profits across the UK and Ireland make the most of these capabilities. By pairing the software with our sector-specific expertise, finance teams gain confidence in managing multiple grants, tracking funds accurately, and reporting with clarity.

Putting it into practice: Sage Intacct features for not-for-profits

Sage Intacct offers tools that enable charities to manage finances more effectively, maintain transparency, and make informed decisions. Beyond basic accounting, it gives finance teams control and clarity, allowing them to focus on their mission rather than manual processes.

• Tracks funds and grants with confidence:
Managing multiple grants and restricted funds can be complex. Sage Intacct centralises fund tracking, making it easier to allocate, monitor, and report on each fund. This ensures resources are used appropriately and provides a clear, auditable record for donors and regulators.

• Built-in audit trails:
Every transaction is automatically logged, creating a reliable audit trail. This helps charities respond quickly to questions, remain audit-ready, and reassure boards and leadership that all financial activity is transparent.

• Automation that frees up resources:
Routine tasks like journal entries, supplier payments, or procure-to-pay processes can consume valuable time. Sage Intacct automates these tasks, reducing errors and freeing staff to focus on strategic priorities such as planning, performance analysis, or donor engagement.

• Powerful visual insights:
Finance teams can use dashboards and visual reports to identify trends, measure impact, and communicate results effectively. Visual insights make it easier for boards and donors to understand how funds are used and the outcomes achieved.

• Flexible and secure in the cloud:
With staff and volunteers often working remotely, cloud access is vital. Sage Intacct allows secure access to financial processes from any location, supporting collaboration, resilience, and continuity without costly IT infrastructure.

• Easy integration with other systems:
Most charities rely on multiple platforms for fundraising, operations, and donor management. Sage Intacct integrates smoothly with these systems, providing a single, accurate view of finances and simplifying everyday tasks so teams can focus on their mission.

Partnering for Success

Software alone isn’t enough. Working with an experienced Sage Intacct partner ensures expert guidance on setup, configuration, and ongoing support. At Envisage, we help nonprofits implement Sage Intacct in a way that aligns with their processes and regulatory requirements, giving finance teams confidence to focus on their mission.

The right guidance also helps organisations meet compliance standards, building trust with donors, volunteers, and the communities they serve. Sage Intacct equips charities to meet current reporting obligations while preparing for future challenges, allowing finance teams to feel supported and confident.

Whether managing multiple grants, preparing for audits, or moving on from outdated spreadsheets, Sage Intacct can make a real difference. Let us help your organisation thrive – contact Envisage for expert advice tailored to you.

About the Author

Picture of David Burke

David Burke

David Burke, the Technical Director for Envisage, is responsible for developing bespoke and off-the-shelf solutions, including easyDD for Sage. In 2023, he achieved accreditation as a Sage Intacct Implementation Certified Consultant.

"Global unity concept with paper figures around Earth, representing a Sage Intacct Partner supporting nonprofits.

Insights from Supporting Leading Not-for-Profits as Sage Intacct Partners

by AccountingNot-For-ProfitSage Intacct
"Global unity concept with paper figures around Earth, representing a Sage Intacct Partner supporting nonprofits.
  • Accounting, Not-For-Profit, Sage Intacct

At Envisage, we’ve had the privilege of working alongside not-for-profit organisations across the UK – each with their own mission, operational challenges, and unwavering commitment to social good. While our main role as a Sage Intacct Partner is to deliver advanced, cloud-based financial systems, our experience in the sector has offered something deeper: perspective.

This blog captures some of the key insights we’ve gained from supporting charitable, voluntary, and community organisations. It highlights how robust technology must go beyond traditional accounting. It needs to support decision-making, safeguard critical funding, and ultimately enable nonprofits to maximise their impact.

Navigating complexity with clarity

Nonprofit finance teams are often under pressure to achieve more with fewer resources. With funding typically drawn from a combination of grants, public donations, and government contracts, each with its own requirements – staying compliant while delivering on impact is no easy feat.

Our work in the sector has made one thing clear: visibility is essential. Finance leaders need accurate, real-time insight into how funds are received and allocated – across teams, departments, and programmes. Transparent reporting isn’t just a best practice; it’s vital for maintaining stakeholder trust.

What stands out to us most is the sense of responsibility nonprofit finance professionals carry. Every pound is evaluated not only for compliance, but for the difference it can make. This mindset informs how we tailor Sage Intacct implementations to meet sector-specific needs.

Built-in compliance with the best accounting software for not for profit

Another key lesson we’ve learned is how high the bar is when it comes to financial governance. With multiple income streams, changing regulations, and increased scrutiny, charities and nonprofits must ensure that every process stands up to audit.

That’s why we consider Sage Intacct the best accounting software for not for profits. It’s not just about ticking compliance boxes – it’s about building finance systems that are audit-ready from day one. We focus on setting up robust audit trails, automated workflows, and real-time reporting to support governance and reduce manual workload.

The result? Greater confidence from funders, boards, and leadership teams – thanks to full financial transparency.

Saving time to focus on what matters most

Resource constraints are a common thread across the UK’s nonprofit sector. Many organisations still rely on spreadsheets or disconnected legacy systems that create inefficiencies and take time away from service delivery.

One of the most valuable shifts we’ve seen is the move toward automation. With Sage Intacct, processes like recurring donations, supplier payments, and payroll can be automated. That’s not about replacing people – it’s about giving them time back to focus on strategic work, collaboration, and impact.

When implemented thoughtfully, the right finance system doesn’t just simplify operations – it enables people to work with greater intention and care.

Adaptability matters

No two nonprofits operate in the same way. Some need to manage restricted funding across several programmes; others report across multiple entities or locations. That’s why adaptability is essential.

We’ve seen that the best accounting software for not for profits is never a one-size-fits-all solution. Sage Intacct’s flexibility makes it a strong fit – whether an organisation needs basic reporting or complex grant tracking. It integrates easily with donor management tools, CRM platforms, and volunteer systems, helping finance teams stay responsive and connected.

This scalability makes it easier for charities to grow, evolve, and stay agile in the face of change.

Data builds trust

More than ever, nonprofit leaders need to show how funds are being used and what outcomes they’re delivering. It’s not just about numbers – it’s about being able to tell a compelling story of impact.

Sage Intacct’s built-in dashboards and reporting tools make this possible. Finance teams gain real-time insight into performance and impact – helping them build trust with funders, prepare for board meetings, and secure future grants with confidence.

If your organisation is exploring how to better manage financial complexity and enhance impact, we’d be happy to help. As a trusted Sage Intacct Partner, Envisage brings both technical expertise and a deep understanding of the UK’s nonprofit landscape.

Watch the webinar: Driving Nonprofit Impact with Sage Intacct

Want to learn more? Watch our on-demand webinar, where Grant Gevers, NFP Specialist at Sage, shares insights into the evolving challenges nonprofits face and how leading organisations are using Sage Intacct to go beyond the numbers and deliver lasting impact.

About the Author

Picture of Chris Hawley

Chris Hawley

Chris is the Managing Director at The Noledge Group and brings over 34 years of experience delivering ERP solutions across industries like retail, distribution, manufacturing, and construction. During his 24 years at Sage, he worked with nearly every product and notably transformed Sage 200 as its Product Manager, turning it into a leading solution for SMEs in the UK and Ireland. Chris takes pride in the continued success of Sage 200, supported by Sage Business Partners like Envisage.

Sage for Nonprofits for UK Charities

Shaping the Future of Grant Tracking Through Smarter Accounting Software for Nonprofits

by Not-For-ProfitSage Intacct
Sage for Nonprofits for UK Charities
  • Not-For-Profit, Sage Intacct

While digital tools are changing how nonprofits work, sustainable impact requires more than just modern systems. It takes clear oversight, accountability, and the right technology to manage income and funding confidently.

Nonprofits deal with complex challenges – from juggling restricted and unrestricted income to navigating compliance and delivering measurable outcomes. In this environment, having the right solution isn’t optional but essential.

Digital Transformation in the Nonprofit Sector

Digital innovation is reshaping finance teams across the sector. From AI-led reporting to intelligent fund tracking, nonprofits now have access to solutions that improve operations and enhance impact delivery.

But digital transformation must also support transparency, manage risk, and ensure every pound is accounted for.

Sage Intacct delivers exactly that — combining real-time insights, smarter grant management, and compliance support in one cloud-based system.

Simply put: legacy software and spreadsheets can’t keep up with modern demands. Today’s challenges need future-ready technology, and that’s where Sage for nonprofits stands out.

Smarter Grant Tracking for Better Decision-Making

Managing grants effectively goes beyond tracking balances — it’s about visibility, accountability, and making informed decisions.

Many nonprofits rely on diverse funding streams, each with specific conditions and reporting needs. Without a unified system, the risk of non-compliance or funding loss increases.

Sage Intacct simplifies grant management by automating tracking and linking every transaction to the appropriate fund. This cuts down on manual errors and ensures audit-ready reporting.

Finance teams can monitor grant progress in real-time, compare budgets to actuals, and create tailored reports for funders — without last-minute data scrambles.

Fund Management That Builds Trust and Transparency

Today’s stakeholders want clarity on how their contributions are used — and the impact they’re having.

With Sage Intacct’s nonprofit solution, fund allocations are automated and reporting is enhanced, allowing organisations to share timely, accurate financial information without overburdening internal teams.

A recent Sage article on grant management reinforces that visibility isn’t just about meeting requirements — it’s key to long-term strategic planning and maintaining funder confidence.

Managing Risk in a Complex Funding Environment

With funding sources evolving and scrutiny increasing, the risks of outdated systems are significant. Inconsistent reporting and limited oversight can lead to audits, compliance issues, and funding challenges.

Sage for nonprofits helps mitigate these risks with features like built-in controls, audit trails, and configurable workflows. Whether it’s managing donor restrictions, preparing for audits, or handling diverse income streams, Sage provides a secure framework for better financial governance.

By identifying anomalies early and adapting to changing funder requirements, nonprofits can stay ahead and remain funding-ready.

Strengthening Financial Management for the Road Ahead

The future brings more demand for ESG reporting, transparency, and digital readiness. Choosing the right accounting software for nonprofits isn’t just a short-term fix — it’s an investment in sustainable success.

Sage Intacct is built to scale with your organisation. Whether expanding operations or managing more complex funding, Sage adapts without expensive add-ons.

With multi-entity support, live dashboards, and AI-powered automation, finance teams can unlock insights, boost efficiency, and concentrate on mission-driven work.

Building a More Impactful and Resilient Future

Sage Intacct enables smarter decisions through automated fund management, better grant tracking, and real-time financial reporting. It’s more than software — it’s a catalyst for long-term impact.

As expectations grow and funding becomes more competitive, Sage Intacct’s nonprofit solution offers the scalable, secure foundation required to thrive.

At Envisage, we specialise in helping nonprofits implement the right solution. Get in touch today to see how we can support your journey.

Want to see how smarter financial management can drive real impact for your organisation?

Join our free webinar, Beyond the Numbers: Driving Nonprofit Impact with Sage Intacct, on 18th June 2025 at 10am.

Discover how leading nonprofits are replacing spreadsheets with real-time insights, automating reporting, and simplifying grant and fund management — all while staying focused on their mission. Don’t miss this opportunity to learn from real-world success stories and ask the experts your questions. [Register now].

sage for nonprofits webinar

About the Author

Picture of Kyle Moore

Kyle Moore

Kyle works as a Senior Consultant on the implementation team for Envisage. His focus is on the Sage 200 accounting system products and some of the value-added products. Kyle started off at Envisage on the technical support side before he moved over to the implementation team. With 25 years of experience working with Sage 200 in its various guises, he has vast knowledge of the product and our customers, and understands how their businesses work.

Warehouse, charity and people with tablet, help and review of donations on website and discussion. .

Driving Impact Through Financial Excellence: How Sage Intacct Empowers Non-profits

by Not-For-ProfitSage Intacct
  • Not-For-Profit, Sage Intacct

The non-profit sector operates within a complex environment where transparency around funding, donation management, and audit readiness is absolutely vital.

This is why choosing the right financial management platform is a strategic priority. Many legacy systems lack the automation, integration, and real-time visibility that today’s charitable organisations require to grow and stay compliant. As these organisations scale, inefficiencies in outdated systems become more apparent—making the shift to a modern, cloud-based solution like Sage Intacct a smart move.

In this blog, we look at some of the key financial challenges faced by UK non-profits and how Sage for Nonprofits, delivered through Sage Intacct UK, offers purpose-built tools to help them thrive.

Common Financial Challenges in the Non-profit Sector

Non-profits, regardless of their mission, often face similar financial management hurdles. These issues usually stem from systems that have not evolved with the needs of today’s finance teams. Below are four common obstacles:

1. Outdated and Manual Workflows

Many charitable organisations still rely heavily on spreadsheets, disconnected systems, and manual reconciliations. These labour-intensive processes are not only time-consuming but also increase the likelihood of errors—compromising data accuracy and agility when opportunities arise.

2. Insufficient Audit Trails and Compliance Risks

Older financial tools typically lack robust internal controls, making audit readiness a constant challenge. Without clear, automated tracking for grants, donations, and expenditures, organisations risk falling short on both regulatory compliance and internal governance expectations.

3. Poor Real-Time Insight

To make informed decisions, leadership teams need instant access to reliable data. However, legacy platforms often produce delayed, static reports. This lack of real-time visibility limits strategic planning and makes it difficult to adapt to changing funding landscapes or operational needs.

4. Barriers to Scaling Up

Growth becomes increasingly difficult without a scalable finance system. Whether you’re launching new programmes, applying for larger grants, or expanding across regions, traditional systems struggle to keep up. Visibility across departments, projects, or multiple sites becomes fragmented, making effective oversight a challenge.

Why Sage Intacct is Built for Non-profit Success

Sage Intacct isn’t just another accounting tool—it’s a powerful financial management platform tailored for mission-driven organisations. As a Sage Intacct partner in the UK, we’ve seen first-hand how this solution helps non-profits gain control, improve transparency, and support sustainable growth.

Here’s what makes Sage Intacct accounting software an ideal fit for non-profits:

Built for Charitable Organisations

With native features that support grant and donation tracking, project-based reporting, and regulatory compliance, Sage for Nonprofits keeps your organisation aligned with its mission while enhancing financial oversight.

Real-Time Grant and Donation Oversight

Sage Intacct enables continuous visibility into where funds are coming from, how they’re being used, and how they align with donor restrictions. Built-in reporting allows for clear accountability, helping you maintain funder trust and meet stakeholder expectations.

Simplified Compliance and Governance

With built-in audit trails and automated tracking, Sage Intacct makes it easier to stay compliant with UK charity regulations and reporting requirements. Whether for internal audits or external reviews, governance is embedded in the system.

Intelligent Automation

AI-driven automation significantly reduces manual effort—freeing up your team to focus on higher-value work. From recurring billing to automated approvals, Sage Intacct minimises admin and increases efficiency.

Secure, Cloud-Based Access

As a cloud-native platform, Sage Intacct accounting software eliminates the need for heavy IT infrastructure. It enables secure access to financial data from anywhere, supporting hybrid teams or remote project locations.

Custom Dashboards and Reports

Tailored dashboards offer real-time views of the financial metrics that matter most—whether that’s programme costs, funding forecasts, or outcomes by initiative. Leadership and finance teams alike benefit from actionable insights at a glance.

How Envisage Supports Non-profits with Sage Intacct

Transitioning to a new finance system can feel overwhelming, but that’s where we come in. At Envisage, we specialise in Sage Intacct implementation for UK non-profits. As a trusted Sage Intacct partner, we understand the sector’s unique needs and focus on delivering a solution that supports your goals.

We work with non-profits to:

• Modernise and streamline accounting operations

• Boost financial transparency and insight

• Strengthen audit readiness and compliance

• Optimise the use of grants and donations

• Enable confident planning and long-term growth

We believe that non-profit organisations should be empowered with technology that helps, not hinders. Whether you’re replacing a legacy system or planning for the future, our team is here to guide the journey.

A Platform That Aligns with Your Mission

In today’s fast-paced environment, financial clarity is more important than ever. Sage Intacct for Nonprofits delivers the modern tools, automation, and insight needed to manage funding effectively and demonstrate impact.

By eliminating manual processes and connecting data through intelligent dashboards, non-profits can refocus their efforts on delivering meaningful outcomes. With Sage Intacct, your organisation is equipped to grow with purpose and operate with confidence.

If your current system is holding you back, it may be time to consider what Sage Intacct can offer. Contact Envisage today to find out how we can help you transition to a smarter, more impactful financial solution.

About the Author

Picture of Kyle Moore

Kyle Moore

Kyle works as a Senior Consultant on the implementation team for Envisage. His focus is on the Sage 200 accounting system products and some of the value-added products. Kyle started off at Envisage on the technical support side before he moved over to the implementation team. With 25 years of experience working with Sage 200 in its various guises, he has vast knowledge of the product and our customers, and understands how their businesses work.

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How Not-for-Profits Can Overcome Financial Challenges with Sage Intacct

by FinanceNot-For-ProfitSage Intacct
  • Finance, Not-For-Profit, Sage Intacct

For not-for-profit organisations, managing finances has become more complex than ever before. Tight budgets, donor expectations for transparency and the need to adhere to strict financial regulations have made it essential for not-for-profits to adopt robust accounting solutions.

Below, we have explored the challenges not-for-profits face and the key benefits that the right ERP solution can bring to your organisation. From streamlining financial processes, improving transparency and helping you achieve your mission more effectively.

Unique Financial Challenges for Not-For-Profits

Not-for-profit organisations have different financial objectives from for-profit organisations. They also rely heavily on donations, grants and other funding sources to carry out their missions, making financial stability and accountability crucial. Here are some of the distinct financial challenges faced by not-for-profits:

Transparency Expectations – Donors and supporters, as well as boards and executives, expect transparency in how funds are used. They want to see every pound put to good use and demand clear financial reporting.

Compliance Requirements – Not-for-profit organisations are subject to specific regulatory standards and precise record-keeping is essential. To ensure compliance, they need to be able to account for all funds.

Limited Resources – Lots of not-for-profits operate on tight budgets, resulting in small finance teams with limited accounting software. However, efficient financial management is required to maximise resources and minimise overheads.

How Sage Intacct Addresses These Challenges

Sage Intacct accounting software provides a comprehensive solution that can help non-profits overcome the financial challenges they face. With the help of cloud-based financial software, not-for-profits can gain full visibility with real-time data and effectively manage their finances. Here’s how Sage Intacct can be a game-changer for your organisation:

Customised Financial Reports

Sage Intacct provides not-for-profits with the ability to create customised financial reports tailored to their unique needs. This feature allows you to present financial information in a clear and concise way, making it easier to communicate with donors, board members and executives, all of whom have different reporting priorities. With Sage Intacct, you can generate reports that highlight key performance indicators (KPIs) specific to your organisation’s mission and goals, ensuring you’re showing the data that’s needed.

Improved Grant Management

For organisations that rely on grants and funding from various sources, Sage Intacct offers advanced financial management capabilities. You can track expenses, allocate funds to specific projects and ensure compliance with grant requirements. This feature helps not-for-profits demonstrate accountability to donors and grantors, and every pound can be allocated for full transparency, strengthening relationships and trust.

Real-Time Data

Unlike other financial tools, such as spreadsheets, which typically only provide month-end reporting, Sage Intacct provides real-time insights into financial performance. This feature empowers not-for-profits to monitor the financial health of various projects, enabling proactive decision-making and the ability to address any financial challenges promptly. With accurate data from finance teams, you can ensure you’re making the right choices for the organisation at this specific moment in time.

Enhanced Budgeting and Planning

Budgeting is a critical aspect of financial management for not-for-profits. Sage Intacct’s budgeting and planning tools allow you to create detailed budgets, monitor actual expenses against budgeted amounts and make informed decisions based on real-time financial data. This capability helps not-for-profit organisations make the most of their resources and align spending with their overall mission, all without taking up too much of the finance team’s time.

Scalability

Whether your not-for-profit is just starting out or has been established for years, Sage Intacct accounting software can scale to meet your ongoing needs. As your operations grow, the software can accommodate additional users, transactions and entities, ensuring your financial management system remains robust and flexible. As a true cloud accounting solution, you will always have the functionality you need to remain successful.

Integration with Other Systems

Sage Intacct can seamlessly integrate and connect with other external software systems, optimising efficiency across all departments. This integration streamlines data flow and also reduces manual data entry, minimising the risk of errors and the problems they cause. Not to mention, the automation provided by Sage Intacct accounting software can reduce administrative tasks and enhance overall performance. For organisations with charity shops, we can help deliver the end-to-end solution from the till system through to Sage Intacct.

Investing in Sage Intacct Accounting Software

Managing not-for-profit finances effectively is essential for achieving your organisation’s mission and maintaining the trust of donors and stakeholders. Sage Intacct offers a comprehensive solution that can meet the unique needs of not-for-profits, helping you navigate the complex financial landscape with ease. With this powerful tool at your disposal, you can focus on what matters most, making a positive impact on your community and the world.

If you’re considering investing in new accounting software to streamline your finances our team at Envisage is here to help. We’re proud to say that as a leading Sage Partner, we have the most experienced Sage technical team in Ireland and we can support you with the implementation of new software. Our specialists will work closely with you and do a lot of hands-on research, ensuring we fully understand your needs and create a solution that is perfect for your organisation. By getting it right the first time, we can save you time, money and a lot of hassle.

On April 24th, we hosted a webinar on how not-for-profits can navigate financial complexities with Sage Intacct.

The following topics were discussed:

• Grant & Donation Tracking & Reporting

• Fund Accounting including restricted donations

• Multi-entity Accounting

• Spend Management

• Real-time Reporting and Dashboards

See link to the webinar: envisagecloud.co.uk/non-profit-webinar/

About the Author

Picture of Kyle Moore

Kyle Moore

Kyle works as a Senior Consultant on the implementation team for Envisage. His focus is on the Sage 200 accounting system products and some of the value-added products. Kyle started off at Envisage on the technical support side before he moved over to the implementation team. With 25 years of experience working with Sage 200 in its various guises, he has vast knowledge of the product and our customers, and understands how their businesses work.