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Spec sheet
- Purpose
- Cloud based business planning software for budgeting, forecasting, scenario modeling, reporting, and data visualization.Read 4 Oct 2026 · sage.com
- Intended users
- Sage describes the product as intended for finance and operational users and says it serves businesses across nonprofit, software, financial services, healthcare, and hospitality industries.Read 4 Oct 2026 · sage.com
- Security
- Sage Intacct security is third party penetration tested and lists SOC1, SOC2, PCI, HIPAA, GDPR, and ISO 27001 certifications.Read 4 Oct 2026 · sage.com
- Support
- Sage offers product specialist support and a Community Hub for users to share insights and find solutions.Read 4 Oct 2026 · sage.com
- Founded
- 1981Read 4 Oct 2026 · sage.com
- Company
- Sage says it was founded in 1981 by David Goldman and lists its North American headquarters in Atlanta, Georgia.Read 4 Oct 2026 · sage.com
- Access change
- Sage says shared budgets may require licenses for unlicensed users in the near future as application functionality and security are enhanced.Read 4 Oct 2026 · sage.com
- Availability
- Sage reports average availability of over 99.9% for Sage Intacct and describes data recovery through data centers around the world.Read 4 Oct 2026 · sage.com
- Collaboration
- Budgets can have multiple editors, and users can currently share budgets with unlicensed colleagues in their organization.Read 4 Oct 2026 · sage.com
- ERP data
- It integrates with Sage Intacct Core Financials or syncs financial data and dimensions from any ERP.Read 4 Oct 2026 · sage.com
- License limit
- Sage Intacct Planning is sold separately from Sage Intacct Business User licenses and requires a separate user license.Read 4 Oct 2026 · sage.com
- Planning methods
- The software supports driver based models, what if scenarios, and rolling forecasts.Read 4 Oct 2026 · sage.com
- Scenario limit
- Users can create unlimited scenarios and may merge a scenario with the current budget.Read 4 Oct 2026 · sage.com
Plans and prices
Sage Intacct Planning Priced on request Requires a separate user license; pricing tailored to organizational needs and modules Read 4 Oct 2026 · sage.com
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