Sage Intacct Planning
sage.com
Spec sheet
- Purpose
- Sage Intacct Planning is a cloud-based business planning solution for budgeting, forecasting, scenario modeling, reporting, and data visualization.Read 7 Oct 2026 · sage.com
- Deployment
- cloudRead 22 Sep 2026 · sage.com
- Security
- Sage Intacct's compliance page says its security is third-party penetration tested and lists SOC 1, SOC 2, PCI, HIPAA, GDPR, and ISO 27001 certifications.Read 7 Oct 2026 · sage.com
- Support
- Sage offers expert human support and a Community Hub where users can connect, collaborate, and find solutions.Read 7 Oct 2026 · sage.com
- Headquarters
- Newcastle upon Tyne, United KingdomRead 4 Oct 2026 · sage.com
- Founded
- 1981Read 4 Oct 2026 · sage.com
- Accounting integrations
- YesRead 22 Sep 2026 · sage.com
- Actual vs budget
- YesRead 22 Sep 2026 · sage.com
- Allocations
- Allocations are available within the solution, so users do not need to calculate them in Excel.Read 7 Oct 2026 · sage.com
- Collaboration
- The product supports real-time collaboration across the organization and allows multiple editors for a budget.Read 7 Oct 2026 · sage.com
- Integration
- It integrates with Sage Intacct Core Financials or can sync financial data and dimensions from any ERP.Read 7 Oct 2026 · sage.com
- License limit
- Sage Intacct Planning is sold separately and requires a separate user license; Sage says budget sharing with unlicensed users is currently available but may require licenses in the future.Read 7 Oct 2026 · sage.com
- Maker history
- Sage says it began in 1981 when founder David Goldman worked with a team from Newcastle University to create software for his print business.Read 7 Oct 2026 · sage.com
- Planning features
- It supports driver-based models, what-if scenarios, and rolling forecasts.Read 7 Oct 2026 · sage.com
- Pricing
- Sage says pricing is tailored to organizational needs based on the modules selected and directs prospective customers to contact Sage for pricing.Read 7 Oct 2026 · sage.com
- Rolling forecasts
- YesRead 22 Sep 2026 · sage.com
- Scenario planning
- Users can create unlimited scenarios and optionally merge a scenario with the current budget.Read 7 Oct 2026 · sage.com
- Target users
- Sage says the planning tools are designed to be usable by both finance and operational users.Read 7 Oct 2026 · sage.com
Plans and prices
Sage Intacct Planning Priced on request Sold separately from Sage Intacct and requires a separate user license · pricing based on modules and organizational needs Read 7 Oct 2026 · sage.com
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