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IFI Professionals

Technology · data · process

Insights design for connected operations

Note: This page describes our operating model. Client-facing product views are Sage Intacct and connected systems — see Sage Intacct hub or what to expect.

Industry-specific designs connect sales, delivery, and planning so finance and operations leaders share one truth — not parallel spreadsheets.

Sales solutions

Sales

Customers · Orders · Projects · Items

  • Customers
  • Orders
  • Projects
  • Items
Delivery solutions

Operations / delivery

Drill into planning & reporting

  • Project Mgmt.
  • Scheduling
  • Purchasing
  • Expense Reports
  • Time Sheets
  • Invoicing

Connect finance, operations, and growth

Analyze, plan, measure, and execute — on one continuous cycle.

Continuous operations

Trusted data for every team — from customer and contract through dimensions and ledger.

Data flow

  • Customer
  • Contract

Data flow

  • Dimensions
  • GL data

Platform overview

Planning & reporting
  • Project % Complete
  • Budgets
  • AR / Bills
  • Time Sheets
  • Invoices
  • Sales & CRM

    Customers, contracts, and pipeline feed the same model your finance and delivery teams use.

  • Delivery & operations

    Projects, time, purchasing, and billing stay tied to plan — not buried in side systems.

  • Planning & reporting

    Budgets, margin, and close-ready reporting read from dimensions and ledger you trust.

Explore the full workspace preview

Who we are, what to expect, and how analyze, measure, and execute fit your industry.

Who we are & what to expect
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