Sage Intacct Archives

Businessman analysing financial charts to evaluate Sage accounting software performance

The Best Accounting Software for a Growing Business: What Really Matters

October 24, 2025

by altitude Accounting Sage 200 Sage Intacct

Accounting, Sage 200, Sage Intacct

As your business expands, your software should evolve alongside it. Growth brings added complexity – more customers, transactions, data, and financial processes to manage. Yet, many UK businesses continue relying on legacy systems or entry-level tools that struggle to keep up. To maintain efficiency and remain competitive, investing in the best accounting software is key. With automation, scalability, and real-time insights, modern solutions empower you to manage growth effectively.

Comprehensive financial management platforms such as Sage 200 and Sage Intacct can transform the way finance teams operate. Combining advanced automation, powerful reporting, and cloud accessibility, these Sage solutions go far beyond simple bookkeeping – they become the foundation for smarter, more strategic business decisions.

Why smarter financial management is key for growth

As your organisation grows, so does the complexity of financial management. Managing multi-entity reporting, foreign currency transactions, and cash flow forecasting manually often leads to inefficiencies and errors. Outdated systems also tend to lack integration between departments, creating data silos and delaying decision-making.

By upgrading to modern, cloud-based accounting software like Sage 200 or Sage Intacct, finance teams can work more productively and accurately. With real-time visibility, automated workflows, and improved collaboration, your finance function can shift its focus from manual tasks to driving business performance.

If your current accounting setup is becoming restrictive, it may be time to consider an upgrade. Here are a few indicators that your business could benefit from moving beyond Sage 50 or other legacy systems:

• Month-end close is taking longer each period

• Reporting relies on manual exports and spreadsheets

• Systems like inventory or payroll aren’t integrated with your accounts

• Finance teams spend more time reconciling data than analysing it

• Remote access is unreliable or insecure

If these sound familiar, upgrading to a cloud-based financial management software could significantly improve the way your business operates.

How modern accounting software supports business growth

Transitioning to a more advanced accounting solution is an opportunity to rethink how your business functions. Cloud-based software like Sage 200 and Sage Intacct does far more than track income and expenses – they deliver automation, intelligence, and scalability that enable long-term success.

• Real-Time Visibility

With built-in dashboards and analytics, you gain up-to-date financial insights, allowing leaders to act faster and make confident, data-driven decisions.

• Automation and Efficiency

Automated workflows reduce manual effort and errors, freeing finance professionals to focus on analysis, planning, and growth initiatives.

• Scalability and Flexibility

Cloud-based Sage systems grow with your business, supporting new entities, users, and product lines, while enabling secure, remote collaboration across teams.

• Intelligence and Foresight

AI-driven features, such as Sage Copilot, provide predictive insights into cash flow and highlight potential issues before they escalate – helping your business stay ahead.

Companies with real-time access to financial data make faster, smarter decisions – a major advantage in today’s fast-moving market.

10-Step growth readiness checklist

Not sure if your current financial setup is helping or hindering growth? Use this quick checklist to assess your readiness:

1. Is your current financial management software supporting your growth goals?

2. Is your system outdated or built on legacy technology?

3. Can you customise your system to your business processes, or are you limited by it?

4. Do you have real-time access to financial data from a single dashboard?

5. Can your team close month-end accounts in under five working days?

6. Are you using automation or AI to reduce manual work and risk?

7. Can your finance team securely access data remotely?

8. Are your key systems (CRM, payroll, inventory) integrated with your finance system?

9. Do you trust the accuracy and timeliness of your reports?

10. Have you explored how Sage solutions could better support your growth plans?

If you answered ‘no’ to several, now’s the perfect time to review your options and adopt a scalable, cloud-based system designed for growth.

Why choose Sage accounting software

Sage is a trusted name among UK businesses of all sizes. Many start with Sage 50 for basic accounting needs, but upgrading to Sage 200 or Sage Intacct is a strategic move toward modern, connected financial management.

Here’s why so many organisations choose Sage:

• Advanced Financial Management: Multi-entity capabilities and a unified view of financial data

• AI-Powered Insights: Automated alerts and analytics provide real-time visibility into performance

• Seamless Integrations: Connect effortlessly with CRM, payroll, and core business systems

• Scalable Technology: Cloud scalability and continuous updates ensure your software evolves with your business

When implemented by a trusted Sage Partner like Envisage, these solutions are tailored to your specific requirements – improving visibility, accuracy, and efficiency across every level of your organisation.

Find the best accounting software for your business

If your current system is limiting your ability to grow, it’s time to make a change. Sage accounting software delivers visibility, automation, and scalability within one powerful cloud platform – built to drive success.

Contact Envisage today to speak with our experts about how Sage 200 or Sage Intacct can help your business grow with greater efficiency and confidence.

About the Author

Ivan Darmody

Ivan is a customer-centric self-starter with a passion for technology. With extensive sales experience in various industries, he has focused on problem-solving customers’ requirements and providing the best solutions to streamline their processes while maximising potential utilising both direct and indirect sales channels.

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

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

September 30, 2025

by altitude Not-For-Profit Sage Intacct

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

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.

A hand stopping a row of falling wooden dominoes, representing how upgrading from Sage 50 to Sage 200 or Sage Intacct can help businesses scale efficiently.

Top 5 Proven Strategies for a Successful Sage 50 Upgrade to Support a Scaling Business

September 22, 2025

by altitude Accounting Finance Sage 200 Sage 50 Sage Intacct

Accounting, Finance, Sage 200, Sage 50, Sage Intacct

Accounting software is a vital tool for every business, but not every tool is built for every stage of growth. Many companies start out with an entry-level system because it’s affordable and easy to manage. Sage 50 is a popular choice for that first step. It handles the essentials well and gives a small finance team the foundation it needs. But as your company scales – adding more transactions, more people, and more complexity, you may find that what worked in the early days is holding you back.

If reports take hours to generate, your team spends late nights juggling spreadsheets, or you’ve built workarounds just to keep operations running, it’s a clear sign that your system is stretched. Scaling beyond Sage 50 isn’t about chasing the latest trend. It’s about giving your finance team the tools to handle a bigger, faster business without extra stress.

Below are proven strategies to help you recognise when it’s time to upgrade, plan the transition, and choose the right Sage solution for your next phase of growth.

Spot the signs you’ve outgrown entry-level software

Growth puts pressure on every part of a company, but finance feels it first. These are some of the most common warning signals:

• Too much manual data entry. If routine tasks mean exporting numbers to spreadsheets and double-checking formulas, your team is losing time and increasing the risk of mistakes

• Limited visibility. Entry-level tools often deliver outdated snapshots instead of live data. Without real-time insight, you can’t make fast, confident decisions

• Complex operations. Multi-entity or multi-currency accounting is difficult when your software can’t consolidate accounts or manage different regulations

• Rigid workflows. If reports take all night or you have to adapt your processes to fit the software, you’ve hit a ceiling

Recognising these signs early helps you plan an upgrade before inefficiencies become costly.

Strategy 1: Map your current and future needs

Scaling is more than adding users or transactions. Think ahead to where your business will be in three to five years. List the pain points your finance team faces now and the capabilities you’ll need later – such as multi-location reporting, advanced analytics, or tighter integrations with sales and operations. This roadmap will guide you toward the right Sage solution and keep you from making a short-term fix.

Strategy 2: Choose the right path for a Sage 50 upgrade

When Sage 50 can’t keep up, two clear options can support your next stage: Sage 200 and Sage Intacct.

Sage 200

Designed for small to mid-sized businesses, Sage 200 goes beyond accounting to cover finance, sales, inventory, e-commerce, and supply chain operations. It offers:

• Advanced stock control and purchase order processing

• Customisable reporting and built-in analytics

• Flexible workflows that adapt to your business

For organisations that want a single platform to manage operations and finance together, Sage 200 is a natural step forward.

Sage Intacct

If your business is scaling rapidly or requires complex capabilities; such as multi-entity or multi-currency support – Sage Intacct provides a cloud-native solution built for ambitious finance teams. It delivers:

• Real-time dashboards and strategic reporting

• AI-driven automation to reduce manual work

• Seamless integration with a wide range of operational tools

Envisage is an experienced Sage Intacct partner that works with companies across the UK to plan and implement the platform, giving you the advantages of a connected financial ecosystem from day one.

Strategy 3: Look to real success stories

One of the best ways to understand the impact of a Sage 50 upgrade is to look at businesses that have already made the move. Since opening our UK offices just over a year ago, we’ve helped companies like Italica learn how to upgrade Sage 50 to Sage 200 to support smarter growth.

Their finance team found that Sage 50 was starting to slow them down just as they needed to scale operations. With Envisage’s guidance, upgrading to Sage 200 gave them better reporting, greater control, and the flexibility to keep pace with expansion.

Stories like Italica’s show that a Sage 50 upgrade isn’t just about new software – it’s about giving your business the tools it needs to grow confidently and sustainably.

Strategy 4: Make implementation and support a priority

The best software won’t help if the rollout is rushed. A smooth Sage 200 and Sage Intacct implementation starts with expert guidance. At Envisage, we work with you to configure the system, migrate data, and train your team. We offer ongoing support which means your investment keeps delivering value long after go-live.

Strategy 5: Equip your finance team for growth

Scaling beyond Sage 50 is more than a technical upgrade. It’s about freeing your finance team from repetitive tasks, gaining real-time visibility, and ensuring your systems can handle growth for years to come.

Whether you choose Sage 200 for a full business management platform or Sage Intacct for a flexible cloud-based finance system, Envisage can guide you through every stage -from initial planning to long-term support.

Your business has already proven it can grow. The next step is giving your finance team the tools to match that growth. With a clear strategy and the right technology, you can scale confidently and keep your focus where it belongs: on the opportunities ahead. Request pricing today.

About the Author

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.

Worker using a laptop in a distribution warehouse, illustrating how a Sage 200 warehouse management system supports inventory tracking and operational efficiency.

Positioning a Sage Warehouse Management System for Wholesale Distribution

August 27, 2025

by altitude Sage 200 Sage Intacct Wholesale Distribution

Sage 200, Sage Intacct, Wholesale Distribution

Wholesale distribution comes with plenty of challenges. From keeping stock levels accurate to ensuring orders are delivered on time and managing costs, the workload can quickly become complex. An effective ERP system can help bring order to that complexity, improving efficiency, reducing mistakes, and supporting smarter business decisions. For companies needing greater control, visibility, and adaptability, a Sage warehouse management system is a reliable choice. It equips businesses with the tools to manage inventory, finances, and warehouse operations with consistency and accuracy.

Whether you are a growing distributor or already managing a mid-sized business with a demanding supply chain, choosing between Sage 200 and Sage Intacct depends on your priorities. Both systems are scalable, robust, and built to support growth in distribution.

Understanding the needs of wholesale distribution

Before looking at ERP features, it’s important to identify where your biggest challenges lie. Are you struggling with frequent stockouts, or are you holding excess inventory that ties up cash? Do manual processes delay order fulfilment? Or perhaps your team lacks real-time financial and operational insights.

A Sage warehouse management system can resolve these issues, but each platform delivers the benefits differently. Key areas to focus on include:

• Inventory control and real-time stock visibility – always know what’s available in your warehouse

• Financial management and reporting – make confident decisions using up-to-date financial data

• Automated order processing – reduce manual work and speed up fulfilment

• Forecasting with historical insights – plan ahead based on trends and past activity

• Barcode scanning and handheld device support – improve accuracy in picking, packing, and stock checks

Whether implemented through Sage 200 or Sage Intacct, these features give distributors more control and clarity across operations.

Why choose Sage 200 for warehouse management?

The Sage 200 warehouse management system is built for small to medium-sized distributors. It offers complete oversight of warehouse and inventory processes, while also allowing customisation to match specific business needs.

Some of the key benefits of Sage 200 include:

• Integrated barcoding – handheld scanners make picking, packing, and stocktaking faster and more accurate

• Stock forecasting – use historical patterns and current levels to predict demand more reliably

• Product traceability – track goods from arrival to dispatch for full visibility

• Scalability – adapt the system as your business expands and operations grow more complex

Working with an experienced Sage 200 partner such as Envisage ensures the system is configured to your workflows and deployed smoothly, so your team sees benefits quickly with minimal disruption.

Why consider Sage Intacct?

For businesses that prioritise cloud-first solutions, Sage Intacct provides advanced financial management with strong distribution capabilities. Recognised as one of the UK’s top cloud accounting platforms, it offers finance teams automation, accuracy, and complete visibility.

Sage Distribution and Manufacturing Operations (SDMO)

SDMO enhances Sage Intacct with advanced distribution capabilities, ideal for businesses with complex warehouse and fulfilment needs.

• Real-time financial visibility – cloud dashboards provide instant insight into margins, cash flow, and performance

• Scalable and integrative – easily connects with other software to create a tailored system

• Ease of use – an intuitive design that helps teams get up and running quickly

As a Sage Intacct partner, Envisage supports businesses with guided implementation, training, and ongoing assistance. For distributors aiming to grow sustainably, a demo of Sage Intacct with SDMO can highlight how it could transform operations.

Key features of a Sage ERP solution

Both Sage 200 and Sage Intacct deliver the essential tools distributors need to balance stock, financials, and operations effectively. Standout features include:

• Financial management – visibility of costs, margins, and cash flow to guide better business decisions

• Real-time inventory management – eliminate reliance on spreadsheets and improve fulfilment accuracy

• Demand forecasting – plan more effectively using sales history and seasonal trends

• Order processing automation – speed up order handling and reduce errors for greater customer satisfaction

• Advanced warehouse tools – barcode scanning, automated picking lists, and stock visibility for more accurate operations

Choosing the right platform

The best choice between Sage 200 and Sage Intacct depends on the size of your business and your operational priorities.

Sage 200 – ideal for distributors needing strong stock management, supply chain integration, and an onsite or hybrid system

Sage Intacct – best suited to cloud-first businesses focused on financial visibility and scalable warehouse functionality

Working with a Sage partner like Envisage helps simplify the decision, ensuring you select the right platform and benefit from a smooth implementation.

Getting Started

If inventory challenges or limited financial visibility are slowing your business down, it may be time to explore a Sage warehouse management system. Both Sage 200 and Sage Intacct deliver proven tools to improve accuracy, efficiency, and decision-making, helping wholesale distributors compete and grow.

Get in touch with Envisage to learn more about these solutions and see how we can support your business with a Sage 200 warehouse management system or Sage Intacct implementation tailored to your needs.

About the Author

Robert Burke

Robert is a Senior Consultant at Envisage with more than two decades of experience in software consulting. Since 2014, he has specialised in implementing Sage 200 and Sage Intacct, supporting businesses in optimising operations and financial management. Before joining Envisage, Robert worked in consulting and development roles, gaining extensive expertise across Sage 50, Sage 100, and payroll solutions.

Close-up of a stethoscope on a desk with a healthcare professional reviewing financial reports on a tablet, illustrating the use of financial management software in healthcare.

The Impact of Legacy Systems on Healthcare Finance and the Role of Sage Intacct Accounting Software

August 12, 2025

by altitude Accounting Healthcare Sage Intacct

Accounting, Healthcare, Sage Intacct

Finding it challenging to manage finances in healthcare? You’re not alone. Finance teams in this sector are under pressure to deliver accurate reporting, stay compliant, ensure funding is distributed correctly, and help meet long-term strategic goals. Add in the complexity of overseeing several facilities, managing varied funding streams, and running multiple service lines – all while keeping patient care at the forefront. Healthcare organisations need purpose-built solutions.

This is where Sage Intacct makes a difference. As a cloud-based financial management software trusted by healthcare providers throughout the UK, it delivers real-time insights and the adaptability needed in the rapidly evolving healthcare sector. Whether you work in private care, a charitable organisation, or social care, Sage Intacct helps you handle complexity, lower risk, and make confident, data-backed decisions.

In this blog, we’ll look at how Sage Intacct enables smarter financial management for healthcare organisations – and why it could be the answer your team has been searching for.

1. Gain real-time visibility with financial management software

Access to accurate, timely data is one of the biggest hurdles for healthcare finance professionals. Outdated spreadsheets or siloed systems can obscure the bigger picture.

Sage Intacct solves this by offering live dashboards and detailed reports that bring together information from all departments, sites, and funding sources. Teams can instantly see:

• Budget vs. actual performance for each programme or department

• Cost per bed, ward, or location

• Income streams from public, private, and grant funding

• KPIs tailored to your organisation’s specific targets

These insights empower decision-makers to respond quickly, monitor financial health, and ensure resources are allocated where they have the most impact.

2. Strengthen compliance and audit readiness

Healthcare providers must navigate strict reporting standards and regulations, from statutory requirements to donor conditions. Sage Intacct helps keep compliance simple with:

• Pre-built reports aligned to healthcare finance regulations
• Automated audit trails for complete transaction histories
• Permission-based controls to protect sensitive data
• Role-specific dashboards to keep staff accountable

Whether preparing for annual audits or providing grant expenditure reports, Sage Intacct ensures documentation is accurate, accessible, and compliant.

3. Improve grant and fund management

For non-profit healthcare providers or organisations juggling multiple funding sources, tracking grants precisely is essential. Poor oversight can lead to compliance breaches, delayed funding, or reputational damage.

Sage Intacct enables you to manage grants and restricted funds independently from your general budget. Each fund can be:

• Tagged and tracked individually

• Monitored across multiple fiscal years

• Assigned to specific departments or projects

This level of control ensures compliance with funding terms and transparency for stakeholders.

4. Enable confident, data-driven decision-making

In healthcare, every financial decision affects the quality and reach of care. Expanding services, hiring staff, or opening a new facility requires accurate data and scenario analysis.

With Sage Intacct, you can:

• Use scenario modelling to forecast outcomes

• Create reports aligned with your strategic KPIs

• Drill down into transaction-level detail for deeper insight

The result? A shift from reactive reporting to proactive, informed decision-making that balances operational needs with long-term plans.

5. Save time with automation and integration

Manual processes not only slow down work but also invite errors. Sage Intacct automates many repetitive finance tasks, such as:

• Accounts payable and receivable

• Purchase approvals and workflows

• Expense claims

• Month-end reporting

It also integrates with other healthcare, HR, and business systems, creating a single source of truth and reducing duplicated effort.

6. Scalable for growth and change

Healthcare organisations are constantly adapting – through mergers, service expansions, or regulatory changes. Sage Intacct’s flexible architecture supports:

• Multi-entity and multi-location consolidation

• Separate charts of accounts where needed

• Group-level financial roll-ups for clear oversight

You can add new facilities or departments without disrupting current operations, making it a future-proof investment.

7. Proven results in the healthcare sector

Healthcare organisations already using Sage Intacct report measurable gains, including:

• 40% faster month-end close

• 80% reduction in manual processes

• Complete financial visibility across sites and services

These outcomes free finance teams to focus less on admin and more on strategic work that benefits patients and the organisation.

Final Thoughts

Healthcare finance teams face complex, high-stakes challenges every day. With Sage Intacct accounting software for healthcare, they gain a system that delivers real-time visibility, strengthens compliance, simplifies grant tracking, and empowers smarter decision-making.

If your organisation is ready to move past outdated tools and take control of its financial future, Sage Intacct could be the right solution. Contact us to learn more.

About the Author

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.

"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

July 28, 2025

by altitude Accounting Not-For-Profit Sage Intacct

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

Chris Hawley

Business team in discussion during a Sage Intacct implementation planning meeting, highlighting collaboration and strategy for successful deployment.

What Makes a Successful Sage Intacct Implementation?

June 27, 2025

by altitude Business Sage Sage Intacct

Business, Sage, Sage Intacct

Is your organisation getting the full benefit from Sage Intacct — or are you in the early stages of considering an implementation? Introducing a modern cloud accounting solution like Sage Intacct is more than just a software change; it lays the groundwork for enhanced financial operations, clearer insights, and scalable growth. But successful implementation isn’t just about technology — it takes careful planning, a committed team, and a well-defined process from start to finish.

Given how demanding and fast-paced implementation projects can be, it’s easy to miss some of the steps that make the difference between a smooth launch and a stressful one. Based on our team’s experience delivering successful Sage Intacct implementations in the UK and Ireland, here are five key lessons that have helped our clients — and can help you too.

1. Be clear on what success looks like – and what it doesn’t

“One of the most important parts of any successful implementation is defining the project scope — both what is included and what will be deliberately left out of the initial rollout.”

A clearly defined scope is vital. It means pinpointing the exact challenges your new system needs to resolve, and deciding which features or phases can wait until later. Without this clarity, projects can stall due to moving targets, last-minute change requests, or non-essential “nice-to-haves” that slow down delivery.

In one of our recent projects, our client approached their implementation with a strong sense of what they needed: robust multi-entity consolidation, efficient revenue recognition, and improved visibility over cash flow. By anchoring the implementation around these core needs, we delivered meaningful improvements quickly — without being sidetracked by lower-priority features.

Setting firm boundaries also helps manage expectations across the business. When everyone knows what’s included (and what’s not), you can avoid scope creep, protect your budget, and stay on schedule.

2. Follow a proven framework – a real-world example from a not for profit

“A defined, structured methodology — such as PRINCE2 — keeps everyone informed of their responsibilities and timelines from day one.”

Consistency in process is essential for success. At Envisage, we follow PRINCE2 principles — a proven, widely-used project management framework that promotes defined roles, staged planning, and ongoing justification for each phase of the project.

Our work across sectors has shown that a structured approach makes all the difference. In a recent Sage Intacct implementation for a not for profit organisation, we supported multiple departments — including finance and fundraising — all working toward a common goal. With clear roles established from the outset (decision-makers, process owners, and key users), we maintained alignment and accountability throughout. Regular checkpoints helped surface and resolve issues early, keeping momentum high and the project on track.

Having a tried-and-tested methodology allowed both our consultants and the client’s internal team to move forward with confidence — and the adaptability of Sage Intacct’s not for profit accounting software meant the solution could flex to support their unique needs.

3. Prioritise smooth handovers between teams

“Strong handovers — both between sales and implementation, and implementation and support — are often overlooked, but crucial for continuity.”

A lot can get lost during the handover phases. Whether it’s from pre-sales to delivery, or go-live to ongoing support, each transition is a chance for miscommunication — unless it’s handled properly.

That’s why we embed our Sage Intacct implementation team into discussions early, even during the pre-sales phase. This ensures they fully understand the client’s expectations and business priorities before the project even begins.

When implementation wraps up, we perform a structured handover to our support team. It includes not just technical specs but context — how the system is being used, which users have been trained, and what customisations were applied. That way, the client never feels left to manage on their own post go-live.

This approach paid off for a college we recently supported. Their Sage Intacct setup involved complex reporting needs spanning various departments and funding sources. Thanks to a thorough transition process, our support team hit the ground running and provided fast, effective assistance — building trust and ensuring post-implementation success.

4. Put people first – not just the technology

Sage Intacct is a powerful platform for finance teams — offering automation, dashboards, and advanced consolidation features. But technology alone doesn’t guarantee a successful outcome.

People do.

Successful Sage Intacct implementations depend on:

• Internal champions who actively support the change.

• An engaged project team that understands financial processes.

• Open communication between consultants and users.

One client running a multi-office rollout across Europe stressed how important user involvement was to their success. By involving stakeholders from each location in the setup and decision-making process, they saw faster adoption and reduced the need for extensive post-launch training.

It’s a valuable reminder: the most advanced features in the world mean little without the right people using them confidently and consistently.

5. Keep the momentum going after go-live

Going live isn’t the finish line — it’s the start of ongoing optimisation. Once your Sage Intacct implementation is complete, there’s still work to do to maximise value.

We continue supporting clients with everything from module expansions to report refinement and team training. A successful implementation should grow alongside your organisation, evolving as your needs shift.

Staying proactive ensures your investment continues to deliver long after the system is live — not just as a tool, but as a strategic asset.

Final Thoughts

The most successful Sage Intacct implementations are those grounded in clear goals, structured planning, open communication, and continued support. At Envisage, we work closely with organisations across the UK to deliver implementations that don’t just meet expectations — they exceed them.

Ready to take the next step? Speak to our team about how we can help you roll out Sage Intacct in a way that’s strategic, collaborative, and built for long-term growth.

About the Author

Steve Boyes

Steve Boyes, the COO at Envisage, brings over 20 years of experience in accounting and IT to the table. With a robust background in specifying, designing, implementing, and supporting strategic solutions for SMEs, public sector, and not-for-profit organisations, Steve excels in addressing clients' real business problems and requirements rather than just focusing on technology. His approach has led to the successful execution of projects with some of Ireland's best-known companies.

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

May 30, 2025

by altitude Not-For-Profit Sage Intacct

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].

About the Author

Kyle Moore

When QuickBooks and Xero Aren’t Enough: What’s Next for Growing Finance Teams?

May 26, 2025

by altitude Accounting Sage 200 Sage Intacct

Accounting, Sage 200, Sage Intacct

Entry-level accounting tools like QuickBooks and Xero have long been the go-to solutions for startups and small businesses. They’re affordable, simple to use, and ideal for getting a business off the ground. But as organisations grow, so too do their financial demands.

From the need for deeper reporting to multi-entity management and automation, growing businesses are looking beyond the basics. In 2025, more finance teams are moving to scalable, future-focused software that is built to meet the needs of modern finance leaders.

When the cracks begin to show

QuickBooks and Xero serve a clear purpose, but they weren’t designed to handle the complexity of expanding businesses. For organisations managing multiple entities, working across borders, or requiring detailed project-level reporting, these tools can quickly become a barrier rather than a benefit.

Some of the most common challenges finance teams report when using entry-level software include:

• Lack of real-time visibility into data and performance

• Limited automation and reliance on manual processes

• Inability to handle complex or multi-entity structures

• Basic reporting that doesn’t support strategic decision-making

These pain points create inefficiencies across finance departments, and they’ve prompted many teams to re-evaluate their systems in search of solutions that support both present needs and future growth.

What growing businesses need

As finance teams become more central to business strategy, they require tools that support data-driven decision-making, automation, and adaptability. This is where Sage accounting software such as Sage Intacct and Sage 200 step in.

Both platforms offer robust capabilities beyond what QuickBooks and Xero can deliver, and they’re designed to grow with your business.

Smarter systems for modern finance

Sage Intacct is a cloud-native financial management platform built specifically for innovative finance teams. With a modular architecture and open API, it allows businesses to create a finance system that aligns perfectly with their operations.

Key features include:

• Multi-entity and multi-currency management

• AI-powered automation with tools like Sage Copilot

• Advanced general ledger and reporting tools

• Real-time dashboards for strategic insights

• Seamless integration with CRM, payroll, and operational tools

For finance teams ready to move beyond spreadsheets and manual workarounds, Sage Intacct offers control, visibility, and the flexibility to adapt as business needs evolve.

Built-in business management: Sage 200

For small to mid-sized businesses looking for a comprehensive, all-in-one solution, Sage 200 provides an integrated suite that spans finance, sales, inventory, and supply chain operations.

At its core is the Financials module, a fully integrated set of ledgers that provides strong foundational accounting. But Sage 200 goes further, thanks to add-ons like Sage 200 Commercials, which includes:

• Stock control

• Sales and purchase order processing (SOP & POP)

• Pricing and inventory management

With these tools, Sage 200 delivers end-to-end visibility, allowing for faster decision-making, better resource planning, and greater operational efficiency.

Sage Accounting Software in the UK: Real-Time Insights, Not Rear-view Reporting

One of the clearest differences between entry-level systems and Sage accounting software is the quality of reporting.

While QuickBooks and Xero offer basic templates, Sage Intacct and Sage 200 provide dynamic, real-time insights tailored to your team’s needs:

• Sage Intacct: Role-based dashboards, custom metrics, and AI-enhanced forecasting

• Sage 200: Built-in reporting tools and deep data analysis capabilities

This means finance teams can stop spending hours exporting data, and instead spend their time driving strategy, performance, and growth.

Automation, scalability, and integration

The right financial system doesn’t just keep up, it drives you forward. Both Sage Intacct and Sage 200 offer:

• Faster financial close through automation and direct bank feeds

• Efficiency gains by eliminating repetitive manual tasks

• Scalability to support multiple users, locations, and growing data volumes

• Seamless integrations with your existing tools and apps

These features empower finance teams to focus on strategic activities rather than routine admin, unlocking real value from the finance function.

Why finance teams are moving to Sage in 2025

Today’s finance teams are under pressure to do more with less, and they need tools that help them rise to the challenge. Across industries, the move away from entry-level platforms is being driven by the need for:

• Real-time visibility into financials

• Scalable, future-ready infrastructure

• Comprehensive and customisable reporting

• Advanced automation and workflow efficiency

• Multi-entity and cross-functional capabilities

• Expert guidance and support from trusted providers

Envisage: Experts in Sage Intacct and Sage 200

At Envisage, we help businesses simplify financial management and unlock smarter growth with Sage. As accredited Sage 200 and Sage Intacct partners, we specialise in tailoring solutions that align with your operations, whether you’re just beginning to outgrow QuickBooks or preparing to scale across regions.

From initial consultation to implementation and support, our team works closely with you to design a system that delivers long-term value.

Is it time to move on from QuickBooks or Xero?

If you’ve outgrown your current software or feel restricted by its limitations, now is the time to explore what Sage Intacct and Sage 200 can offer.

Let’s talk about how Envisage can support your next stage of growth. Book a demo today or contact us to learn more about Sage 200 and Sage Intacct.

About the Author

Ivan Darmody

A hard hat beside a laptop symbolising the connection between construction site operations and modern financial management with Sage Intacct.

Is It Time to Rethink Your Construction Accounting Software?

May 21, 2025

by altitude Construction Sage Intacct

Construction, Sage Intacct

Financial management in the construction industry is uniquely complex, involving the oversight of multiple, concurrent projects, changing timelines, strict compliance requirements, and ongoing budget management. As businesses grow, these challenges only intensify, making robust, cloud-based solutions essential.

Envisage, a trusted Sage partner in the UK, helps businesses gain clarity, efficiency, and control over their financial operations. By using Sage Intacct Construction software, organisations can transform their accounting processes with a solution tailored for the current sector’s needs, and scalable for the future.

Purpose-built for the industry

Sage Intacct stands out in the cloud accounting landscape by offering a system built with industry requirements in mind. In the case of construction, Sage Intacct addresses the unique needs of contractors, developers, and project managers alike.

Unlike standard software, it offers tools that are tailored to job costing, subcontractor billing, project management, and compliance. This allows businesses to manage multiple complex projects at once, supported by real-time data and informed decision-making.

Real-time financial insights

Timely data is crucial in construction, where delays or miscalculations can directly impact profitability and deadlines. With Sage Intacct’s role-based dashboards and real-time reporting capabilities, businesses can track project budgets, manage cash flow, and optimise resources across multiple sites.

This visibility empowers teams to make proactive, data-driven decisions that keep projects aligned with budgetary and strategic goals.

Cloud-native platform with seamless integration

One of the key strengths of Sage Intacct lies in its true cloud foundation. Teams can collaborate from anywhere, on-site or off-site, without compromising access to critical financial data.

Additionally, Sage Intacct’s open API supports smooth integration with other business-critical tools such as CRMs and project management systems. This creates a unified ecosystem where manual data entry is reduced, accuracy is improved, and workflows are optimised.

Simplifying project financial management

Project financials in construction often present major headaches. Sage Intacct alleviates this with a suite of features designed to bring simplicity and accuracy to every element of the financial management process:

Precise Job Costing – monitor project costs at every stage and task, with full visibility into profitability

Real-Time Budget Tracking – spot potential budget overruns before they become serious issues

Seamless Reporting – generate clear, detailed reports to support informed decision-making

By automating these functions, Sage Intacct allows teams to shift focus from data entry and reconciliation to project delivery and strategy.

Capturing billable and non-billable transactions accurately

One of the most frequent pitfalls in construction accounting is the misallocation of costs. Sage Intacct automates the capture of both billable and non-billable transactions, ensuring every cost is accurately recorded. This accuracy contributes directly to improved profitability and efficient operations.

Enhancing forecasting capabilities

Forecasting is essential in construction. Sage Intacct aligns revenue recognition with project progress, providing a clear and realistic view of financial health at any given moment. This allows leaders to make well-informed decisions about resource allocation and project timelines.

Built to grow with you

Construction businesses are rarely static, new projects, new teams, and evolving client demands mean your financial systems must be able to scale. Sage Intacct’s flexible infrastructure means you can add functionality as needed, ensuring the platform grows with your business without overcomplicating processes.

Whether you’re managing five projects or fifty, Sage Intacct ensures your software stays relevant and robust.

Why work with Envisage?

Envisage is more than just a software provider. As certified Sage partners in the UK, we are committed to delivering tailored solutions that reflect each client’s unique challenges and objectives.

Our partnership extends beyond implementation. We provide in-depth consultation, hands-on support, and ongoing training to ensure teams obtain maximum value from Sage Intacct, both today and into the future.

If your current accounting setup relies on outdated systems or disconnected spreadsheets, Sage Intacct Construction software may be the solution you need. With advanced cloud technology, industry-specific functionality, and unmatched scalability, it’s a smart choice for businesses ready to take control of their financial future.

In a competitive landscape, having the right financial tools can be the difference between growth and stagnation. Sage Intacct offers a powerful, future-ready solution for construction companies aiming to improve accuracy, gain real-time insights, and build long-term profitability.

To learn more, get in touch with Envisage to discover how Sage Intacct can transform your construction financial management and support your business growth.