dForce · UK Sage Intacct Business Partner
Connected systems. Better finance outcomes.
When CRM, professional services automation and Sage Intacct work together, finance can see project margin sooner, invoice completed work, close with fewer manual reconciliations and forecast cash with more confidence.
01 / Project margin visibility
See project margin while there’s time to act.
The agreed fee may be in CRM, actual time and costs in PSA, and recognised revenue in Sage Intacct. When each team reports from its own system, it takes too long to explain why a project is drifting.
- Map projects, clients, service lines and entities consistently so delivery and finance can reconcile the same engagement.
- Bring labour, subcontractor and expense costs into the margin view. Use estimates to complete from the delivery system for the forecast, and posted amounts for the financial actuals.
- Show where margin is moving and why, from extra delivery days on fixed-fee work to a change in the mix of internal and subcontracted staff.
02 / Fewer delays to invoicing
Get billable work into invoicing sooner.
Approved timesheets, milestone sign-offs and billing instructions often live in different places. If someone has to find and reconcile them by hand, an invoice can wait even when the work is ready.
- Carry the relevant customer, agreement, rates and billing terms from CRM or PSA into the billing process.
- Agree the events that make work ready to invoice, such as approved time for a staff augmentation assignment or customer acceptance for a fixed-fee milestone.
- Give billing teams a view of what is ready, what is blocked and who owns each exception. Reconcile what was passed to Sage Intacct against what was invoiced.
03 / Faster month-end close
Align delivery cut-offs with the financial close.
Delivery works in timesheet weeks and project milestones. Finance closes fiscal periods. When a week straddles month-end or an approval lands late, finance needs a clear view of what belongs in each period and what still needs attention.
- Agree which dates, approvals and accounting rules determine how delivery activity is treated in each fiscal period.
- Design how earned revenue, cost accruals and deferrals are recorded, cleared or reversed where required by the finance team’s accounting policy.
- Reconcile the PSA extract, Sage Intacct postings and unresolved items. Give late approvals, failed transfers and posting exceptions an owner.
04 / Clearer cash flow
See what’s likely to turn into cash and when.
A strong project margin tells you little about when the customer will pay. A useful cash forecast needs visibility of upcoming billing, outstanding invoices and the costs the business has committed to pay.
- Distinguish work in progress, work ready to invoice, outstanding receivables and cash already collected.
- Use expected milestone or invoice dates for upcoming billing, then update the forecast with invoice due dates and known payment commitments.
- Include expected payroll and subcontractor payments so finance can see where receipts and outgoings may fall in different periods.
From Insight to Impact
Bring us one engagement.
We’ll trace it from agreement through delivery, recognition, invoicing and collection to see where work gets held up and what your systems need to pass between them.