Choosing the right accounting and financial management system is important for businesses that want to scale efficiently while maintaining operational control. Sage Intacct and FinancialForce both provide comprehensive cloud-based solutions for streamlining accounting, reporting, and project management processes.

While Sage Intacct is recognized for its finance-first strategy and extensive automation capabilities, FinancialForce stands out for its native Salesforce integration and service-centric features.

This Sage Intacct vs FinancialForce comparison guide explores their key features, pros, and cons to help you determine which platform is best suited to your organization's needs.

Comparing Sage Intacct Vs FinancialForce: At A Glance

Features

Sage Intacct

FinancialForce

Financial Management

Robust financial automation, real-time insights, and multi-entity support with advanced analytics

Comprehensive accounting, billing, and revenue recognition with native Salesforce integration and multi-entity support

Order And Inventory Management

Real-time tracking, costing methods, and pick-pack-ship workflows with kitting and barcode scanning

Quote-to-cash integration, intelligent replenishment, and multi-channel sales with CRM integration

Analytics And Reporting

Over 100 pre-built reports, multidimensional GL, customizable dashboards, and real-time KPIs

Predictive analytics via Salesforce Einstein, milestone tracking, and dynamic KPI dashboards

Integration

Open API platform with native and custom/pre-built integrations (e.g., Salesforce, ADP)

Deep native Salesforce integration using REST and SOAP APIs; connects seamlessly across finance and services operations

Expense Management

Project-linked expenses, multi-currency reimbursements, automated billing, and mobile access

Mobile-enabled, user-friendly UI for expense capture, automated approvals, and real-time visibility into project costs

Pricing

Custom Pricing

Custom Pricing

What Is Sage Intacct?

Sage Intacct is a cloud-based financial management Platform. The software is designed for scaling medium-sized businesses and organizations with complex financial operations. It provides core accounting capabilities, including general ledger, accounts payable and receivable, cash management, and order processing.

The software is designed to grow with organizations while allowing strategic financial management in a secure cloud environment. Additionally, Sage Intacct incorporates advanced tools for multi-entity consolidation, revenue recognition, and subscription billing.

Unique Features Of Sage Intacct

  • Multi-Entity And Multi-Currency Management: It streamlines financial operations across multiple locations by providing centralized control, automated inter-entity and multi-currency accounting, consolidated reporting, and quick, scalable entity setup suitable for complex global organizational transactions
  • Industry-Specific Solution: The platform is ideal for industries like healthcare, non-profit, software companies, and retail, with specialized workflows and compliance features
  • Nonprofit Grants Tracking And Billing: Automates grant management, billing, and reporting to ensure compliance, accurate reimbursements, and real-time visibility into grant funds

Pros And Cons

Pros

  • The intercompany features for several entities work smoothly and allow for easy reconciliations
  • Multidimensional reporting is valuable for allowing users to evaluate their data in various ways
  • A wide range of integration capabilities simplifies workflows and helps reduce manual data entry

Cons

  • Some users noted that the data import and export feature can be a bit complicated
  • As per some users, limited customization options make it challenging to adapt the platform to specific needs

What Is FinancialForce?

FinancialForce, now rebranded as Certinia, is a cloud-based ERP and PSA solution that is built on Salesforce. The platform unifies services, finance, and customer operations in a single platform. It features the best tools in the business for automating professional services, managing finances, revenue recognition, billing, and analytics. These tools help companies to streamline their processes and improve forecasting to scale efficiently.

The platform is best suited for medium to large-sized organizations in various industries, like professional services, software and SaaS, financial services, media and communications, nonprofits and NGOs, education, and research.

Unique Features Of FinancialForce

  • Services Estimator: FinancialForce helps generate accurate, profitable service estimates directly from Salesforce opportunities. It facilitates resource planning, risk management, billing setup, and seamless project handoff
  • Salesforce Einstein Discovery: The software delivers AI-driven insights into financial metrics, helping users analyze trends, predict outcomes, and make data-driven decisions
  • Customer Success Cloud: It manages the complete customer lifecycle via success plans, health scores, playbooks, and AI insights, resulting in increased engagement, retention, and long-term value

Pros And Cons

Pros

  • Excellent accounting automation features for SF CRM entities
  • Automated invoicing process in accounts payable helps reduce manual errors
  • Cash flow forecasting predicts money coming in and out, so it assists teams in planning ahead

Cons

  • The system is challenging to navigate, takes some time getting used to, as per some users
  • Some users find the process for creating reports to be complicated

Sage Intacct Vs FinancialForce: Key Features Comparison

1. Financial Management

Sage Intacct provides a cloud-based suite for automating accounts payable and receivable, general ledger, cash management, and multi-entity consolidation. It offers real-time visibility through customizable dashboards and AI-powered analytics, streamlining billing and revenue recognition. It is designed to eliminate manual tasks and enhance accuracy, allowing organizations of all sizes to conduct efficient financial operations and make better decisions.

FinancialForce provides a single, cloud-based solution built on Salesforce that simplifies accounting, billing, and revenue recognition. It enables multi-entity and multi-currency operations, numerous billing models, and real-time financial insights via advanced analytics. Seamless CRM integration improves collaboration and visibility, while its adaptable framework supports growing service-centric businesses.

Winner: While both platforms offer robust financial management features, Sage Intacct takes the lead due to its deeper financial automation and advanced analytics, making it ideal for finance-first teams.

2. Order And Inventory Management

Sage Intacct offers real-time tracking, multi-location management, and automated workflows. The system supports barcode scanning, customizable templates, and various costing techniques (FIFO, LIFO, average, and standard).

It seamlessly integrates with purchasing and sales processes, allowing for fast order fulfillment using pick, pack, and ship processes. Sage Intacct improves inventory accuracy and operational efficiency by providing features like kitting, serial and lot tracking, and mobile access.

FinancialForce integrates the whole supply chain from quote to cash into a single platform. It enables multi-channel sales of both tangible and intangible goods and automates critical processes like purchase orders and refunds. Real-time visibility, intelligent replenishment, and multi-warehouse tracking all assist in keeping inventory levels at optimal levels.

It improves cooperation, correct fulfillment, and agile decision-making across service-centric operations by integrating CRM and providing customizable reporting options.

Winner: It’s a tie! Sage Intacct and FinancialForce both provide advanced order and inventory management capabilities, including real-time tracking and automation. Sage Intacct excels in traditional inventory control functions like costing and kitting, whereas FinancialForce stands out for advanced replenishment and multi-channel capabilities.

3. Reporting And Analytics

Sage Intacct offers advanced, real-time financial reporting and analytics that improve visibility and decision-making. Its multidimensional general ledger enables users to assess data across several dimensions, including department, location, project, and vendor, without requiring a complex chart of accounts.

Users can utilize interactive dashboards and customizable reports to monitor key performance indicators (KPIs), follow trends, and get a better understanding of financial performance. The platform also includes over 100 pre-built reports and dashboards that provide quick access to critical financial metrics.

FinancialForce uses Salesforce's Einstein Analytics to provide advanced predictive analytics and real-time reporting. Its inbuilt analytics give extensive visibility into important parameters, including billings, backlog, utilization, and milestones, allowing for better forecasting and actionable insights.

FinancialForce's role-based workspaces, driven by Salesforce Lightning Experience, provide users with customizable dashboards with predictive KPIs, enabling more informed decision-making across finance, IT, and services organizations.

Winner: FinancialForce wins here with its powerful predictive analytics, advanced forecasting capabilities, and AI-enabled insights powered by Salesforce Einstein.

4. Integration

Sage Intacct's open API platform enables seamless integrations with systems like Salesforce, ADP Workforce Now, and other ERP systems. This connectivity automates key processes, minimizes data entry errors, and allows for real-time data synchronization between departments.

Businesses can also use custom or pre-built integrations to ensure seamless operations and adaptation to specific procedures. These capabilities make Sage Intacct a viable option for enterprises seeking to enhance their software stack.

FinancialForce provides robust integration capabilities aimed at unifying business processes across various apps. The platform's native Salesforce architecture enables RESTful and SOAP-based APIs, allowing for smooth data synchronization and real-time communication with third-party systems.

This integration platform facilitates a wide range of corporate activities, including financial management, professional services automation, and supply chain operations.

Winner: While Sage Intacct provides strong cross-platform integration flexibility, FinancialForce wins for its deeper, out-of-the-box integration with the Salesforce ecosystem, which is a major advantage for businesses already running on Salesforce.

5. Expense Management

The Time and Expense Management module in Sage Intacct makes it easier to manage and approve employee time and expenses using a flexible, web-based solution that can be accessed from any device. It links expenditures to projects for precise margin analysis and automates billing and revenue recognition.

Sage Intacct also facilitates multi-currency reimbursements, attaches receipts for transparency, and connects easily with project accounting to improve financial accuracy and operational efficiency.

FinancialForce provides a comprehensive expense management system that helps streamline the expense reporting process. Employees can simply capture and submit expenses, including receipts, using a user-friendly interface available on various devices.

The solution enables automated approval protocols, which ensure timely reimbursements while reducing administrative overhead. Moreover, the software offers real-time visibility into project costs by linking expenses directly to projects and assignments, allowing for more accurate budgeting and customer billing.

Winner: While both platforms offer solid functionality, Sage Intacct leads with its deeper integration into project accounting, automation of revenue recognition, and support for multi-currency reimbursements. These capabilities are crucial for finance-focused or multinational organizations that require precision and scalability in their financial processes.

Both Sage Intacct and FinancialForce provide excellent cloud-based accounting and financial management capabilities. However, they cater to different business demands.

Sage Intacct is suitable for finance-driven organizations needing complex accounting, multi-entity management, and deep financial controls. FinancialForce (Certinia) is better suited for service-centric companies (already using Salesforce) due to its seamless CRM-ERP integration and real-time project information.

The best option is determined by your operational needs. If finance is your primary focus, go with Sage Intacct; if services and Salesforce alignment are more important, FinancialForce is the better fit.