Sage Intacct Project Intelligence for Professional Services

See how Sage Intacct helps professional services firms track and manage projects.

When projects lack visibility, profitability takes a hit. Manual tracking, financial blind spots and resource inefficiencies can slow your firm down, but they don’t have to.

Join us to see how Sage Intacct’s professional services software (PSA) and Project Intelligence tool are the dynamic duo that will transform your business. PSA integrates key functions like resource management, time tracking, and billing into one central hub. Helping you automate routine tasks and manage projects and resources more effectively.

Project Intelligence takes it further, turning your project data into real-time, actionable insights with intuitive dashboards and reports. Together, they help you eliminate guesswork by giving you a complete view of your company’s operations.

Live Demo Highlights:

• Get a real-time view of workload and resource capacity
• Ensure the right skills and resources align with client needs
• Replicate successful projects with AI-driven insights
• Gain a comprehensive view of project performance
• Scope tasks, add phases and manage workflows in one platform

Speakers

• Lindy Antonelli, Partner, Armanino Advisory LLC
• Annie Evans, Director, Armanino Advisory LLC
• Shannon Santistevan, Sage Intacct Solution Architect, Armanino Advisory LLC