Accounting and financial operations in a SaaS business model can be challenging for small- and medium-sized businesses without the right accounting software. Finance teams are often saddled with manual processes, countless spreadsheets, and unintegrated systems, meaning they can’t elevate beyond basic back-end activities.
What’s needed is a single source of financial truth that frees up valuable time and streamlines core tasks like subscription billing and revenue management. As the winner of five key categories in the 2025 SaaS CFO Tech Stack Report, Sage Intacct delivers on this promise, making it the cloud product of choice for SaaS leaders outgrowing their antiquated accounting software.
Looking to make the switch to Sage Intacct? Here’s what to expect:
Prebuilt Salesforce Integration
Real-time, bi-directional synchronization between Salesforce and Sage Intacct is pre-built on the Salesforce platform and maintained by Sage Intacct. The integration gives you a complete view of every customer, streamlined accounting workflows, and a smarter quote-to-cash process. The sales team will see the fundamental data they need in SFDC, such as how contract items are being billed and payment histories for their customers. The integration also eliminates the time-consuming rekeying of data and fosters productive communication between your sales and finance teams. Plus, it can automatically create contract records in Sage with a click of a button from Salesforce.
Similar Sage integrations with other CRMs like HubSpot generate comparable value for users as well.
Contract-Based Billing that Supports a Variety of Billing and Revenue Models
Position yourself for unified billing that’s automatically and directly driven from the contract record in your Sage Intacct environment. Sage Intacct supports unified billing across subscription pricing, usage billing, professional services, and perpetual licensing, which gives you the flexibility to handle a variety of models.
End-to-End Revenue Management
Automating a single revenue stream throughout the customer lifecycle can save your staff hours of calculations and reconciliations. The solution provides fully integrated contracts, billing, revenue recognition, collections, general ledger, and customer payment automation. Not only does Sage Intacct automate your routine revenue and billing schedules, but it also automates exceptions and less-routine activities such as add-ons, cancellations, holds, credits, and renewals.
Real-Time GAAP and SaaS Metrics Dashboards
A single source of truth across the subscription lifecycle, along with robust reporting tools and the ability to slice and dice your data, allows you to get real-time GAAP and SaaS metrics in a matter of seconds. Instantly track your successes using Intacct’s SaaS Intelligence module across SaaS metrics such as CMRR, churn, CAC, expansion/contraction, CLV, etc. and foundational financial reporting (Balance Sheet, P&L, cash flow, EBITDA, DSO, etc.).
As you continue to scale, you can source data from different functional areas and systems of the business to ladder up to a larger enterprise reporting and corporate analytics framework.
Real-Time Forecasting for the Future
When everything you need to forecast is in one place and derived from the contract record, you can automate forecasting to see cash, revenue, and billing from the original sales as well as upsells, downsells, and renewals. This frees you from the burden of manually updating and reconciling spreadsheets to generate financials.
Managing customer subscriptions requires capabilities beyond what legacy order-based financial systems can support. By shifting to Sage Intacct and an automated, single source of financial truth, your business can increase cash flow, reduce churn, produce better forecasts, and enable your teams to work together more efficiently. This will increase productivity, reduce costs, and result in a better customer experience throughout the process.
Ready to take your business to the next level with Sage Intacct? Contact CrossCountry Consulting today.