Sage Intacct Partner

Your Sage Intacct Partner for Implementation, Adoption and Ongoing Support

We help growing UK SMEs replace manual finance processes, disconnected systems and limited reporting with a more scalable finance platform in Sage Intacct. We understand how your team works, challenge inefficiencies and configure Sage Intacct around visibility, control and flexibility required.

300+ ERP Implementations
97% Customer Retention Rate

Get Started With A Discovery Call

In just 45 minutes, we'll assess your current systems and show you how Sage Intacct could improve your business.

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THE PROBLEMS WE HELP SOLVE

Is Your Current System Struggling To Keep Up With Your Business?

It’s rarely one single issue. More often, manual work, slower reporting, disconnected systems and growing complexity start to make the current setup harder to manage. 

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Too Many Workarounds

Your teams are relying on spreadsheets, manual checks and duplicated tasks to keep things moving when your current system falls short. 
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Getting Answers Takes Too Long

Reporting depends on pulling information from different places, reconciling data and waiting for the numbers you need. 
3

Your Systems Don’t Join Up

Important information sits across separate platforms, creating duplication, inconsistent data and unnecessary handoffs between teams.
4

Growth Is Adding Complexity

More users, entities, locations and reporting requirements are making the business harder to manage as you grow.
5

Your Current System Is Limiting What You Can Do

Reporting, automation, integrations and scalability are starting to hold the business back instead of helping it move forward.
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Too Much Time Managing The System

Spending valuable time running processes, checking information & fixing issues instead of focusing on higher-value work.
 
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What Should You Expect From a Sage Intacct Partner?

Moving to a new ERP should be an opportunity to improve the way your business operates, not simply recreate the same processes in different software.

A good Sage Intacct partner should understand how work happens today, identify where time and effort are being wasted, challenge unnecessary complexity and help you design a better future state before Sage Intacct is configured around it.

So, what should that look like in practice? 

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Understand How You Work Today

Before recommending anything, your partner should understand how processes really work across the business — including the workarounds, dependencies and manual steps that may not appear on paper. 

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Identify Where The Friction Is

They should look for duplicated effort, bottlenecks, manual intervention, disconnected information and areas where teams are spending more time than they should.

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Challenge What No Longer Makes Sense

A good partner should not automatically recreate every existing process. Where something is inefficient or unnecessarily complex, they should be prepared to question it and suggest a better approach. 

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Redesign The Better Way Of Working

The conversation should move from “how do we do this today?” to “how should this work in future?” — simplifying processes and improving visibility, ownership and control. 

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Configure Sage Intacct Around The Future State

Only once the better process is clear should Sage Intacct be configured around it, so the technology supports the way the business needs to work next. 

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Validate That It Works In Practice

Before go-live, the new processes should be tested with the people who will actually use them, making sure the system works in the real world — not just in the design document. 

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Why Businesses Choose The HBP Group As Their Sage Intacct Partner

Choosing the right Sage Intacct partner is about more than finding someone who knows the software. You need a team that understands how growing businesses operate, knows how to manage complex ERP projects and can help you get long-term value from the platform.

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Technical Sage Intacct & ERP Experience

Our team brings practical ERP and Sage Intacct experience across a range of business environments, from first-time implementations to more complex, multi-entity and multi-location organisations.

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Consultants Who Know The Business

Our consultants combine system knowledge with real-world finance, operations and process experience, helping them understand the pressures behind your requirements — not just the configuration. 

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A Structured Delivery Approach

Our delivery methodology gives you defined stages, responsibilities and checkpoints throughout, helping reduce risk, keep decisions moving and make sure everyone knows what's happening.

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Support That Continues After Go-Live

Going live is only the beginning. We stay alongside your team with ongoing support, training, system reviews and continuous improvement to help you keep getting more from Sage Intacct as your business develops. 

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Supporting 650+ Businesses, With 300+ ERP Implementations Delivered

With more than 30 years’ experience and 300+ ERP implementations delivered, The HBP Group brings the knowledge, structure and resources needed to manage your Sage Intacct project with confidence.

Our consultants combine real-world finance expertise with Sage Intacct and wider ERP knowledge, helping you move from discovery and implementation through to training, go-live and continuous improvement.

You get a partner that understands the risks involved, knows how to keep complex projects moving and stays accountable long after Sage Intacct is live.

Meet The Team

Meet Some Of The People Behind Your Sage Intacct Project

A successful Sage Intacct project depends on the people behind it. With 50+ years of combined experience across ERP, finance, implementation and support, our team brings the knowledge and continuity to help you make the right decisions, manage change and keep moving forward long after go-live.
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Not Quite Ready To Talk Yet? Get To Know The HBP Group First

If you’re still comparing Sage Intacct partners, there’s no need to book a call before you’re ready.

Download our HBP Group brochure for a quick introduction to who we are, how we work and the wider expertise behind the business — so you can keep us in mind while you continue your research.

OUR SAGE INTACCT METHODOLOGY

Our Sage Intacct Methodology For Stability, Adoption And Growth

 stabilise → adopt → enable 

Sage Intacct should do more than support the way your business works today. Our Stabilise, Adopt and Enable framework gives you a structured path from a dependable system, to confident users, to ongoing improvement through better processes, automation, reporting and new functionality. 

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Step 1: Stabilise

Build a dependable foundation

Before you can get more from Sage Intacct, the fundamentals need to be right.

We focus on creating a stable environment with consistent processes, reliable information and fewer avoidable issues — giving your teams confidence that the system can support the work they need to do.

Where this takes you:
A dependable Sage Intacct environment your people can trust.

Step 2: Adopt

Help Your People Use Sage Intacct With Confidence

A well-configured system only creates value if your people know how to use it effectively.

We help embed Sage Intacct into everyday ways of working, giving users the support, training and knowledge they need to work consistently and reduce reliance on unnecessary workarounds.

Where this takes you:
More confident users, stronger adoption and more consistent ways of working.

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Step 3: Enable

Keep improving how your business works

Once Sage Intacct is stable and your teams are using it confidently, the focus moves to what comes next.

We help you identify opportunities to automate processes, improve reporting, introduce new functionality and make better use of the platform as your business evolves.

Where this takes you:
More automation, better insight and a platform that keeps progressing with your business.

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What can you expect during the project?

A structured methodology should also give you clarity around your own involvement, how data and users are prepared, and how risk and disruption are managed along the way. 
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1. Understand & Align

How much involvement will your team need?

We start by getting the right people around the table and building a shared understanding of your priorities, current processes and what needs to change.

Your stakeholders and process owners are involved where their knowledge matters most, while we keep the wider project moving and make responsibilities clear from the outset.

The aim is focused involvement from your team, without dragging them into every detail.

Clear involvement without unnecessary disruption

We agree who needs to be involved, when decisions are needed and what each team is responsible for, so your people can contribute without the project taking over their day-to-day roles.

 

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2. Build, Migrate & Train

How do you get everything ready for launch?

Once the design is agreed, we configure Sage Intacct, prepare the data that needs to move and test how the new setup works in real-world scenarios.

Users are brought into the process before launch too, so they can validate the system, understand new ways of working and build confidence ahead of go-live.

System setup, data preparation and user readiness all move forward together — not as separate tasks.

Readiness is built in from the start

Data preparation, testing and user training are planned alongside the system configuration, helping reduce last-minute surprises and giving your teams more confidence before launch.

 

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3. Transition & Optimise

How do you reduce risk when it’s time to go live?

The move to Sage Intacct is planned around clear cutover activity, final checks, defined ownership and support around the transition and whole process.

Once you’re live, the focus shifts from launch to improvement — resolving early issues, refining how the system is used and identifying opportunities to get more value from it.

The goal is a controlled transition followed by steady, ongoing improvement.

A controlled move with support around go-live

Final checks, clear cutover activity and defined ownership help make the transition manageable. Once Sage Intacct is live, the focus moves to resolving early issues and identifying where the system can be improved further.

See What the Right Sage Intacct Partnership Can Deliver

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Why Visualsoft Chose The HBP Group As Their Sage Intacct Partner

As Visualsoft evolved from an ecommerce platform provider into a modern ecommerce and digital growth agency, its finance requirements became more complex.

The business needed better visibility of recurring revenue, client profitability and performance across multiple service lines, while reducing the manual effort involved in reporting and reconciliation. Having worked with The HBP Group for many years, Visualsoft chose us again to help implement Sage Intacct and support the next stage of its growth.

Read the full case study here.

The Challenge

Visualsoft had outgrown the reporting capabilities of its previous finance system.

The finance team was relying heavily on manual processes to understand recurring revenue movements, client performance and profitability. Information had to be gathered from multiple systems, while intercompany reporting and bank reconciliations were also taking more time than they should.

As the business model evolved, Visualsoft needed a platform that could provide greater reporting flexibility, more automation and better integration with its wider technology stack.

Why Visualsoft Chose The HBP Group

Visualsoft already had an established relationship with The HBP Group, giving the team confidence that we understood the business and the direction it was heading in.

The project was about more than simply replacing the finance system. Visualsoft needed a partner that could help connect Sage Intacct with its new agency management platform, improve reporting and guide its people through a significant change.

Our hands-on approach was particularly important. Regular on-site workshops and access to a dedicated implementation consultant meant the finance team could work through real scenarios, ask questions as they arose and build confidence in the new system before go-live.

Our Approach & The Results

We configured Sage Intacct around the way Visualsoft needed to operate next — improving revenue visibility, reporting, intercompany accounting and banking processes while creating a stronger foundation for future profitability analysis.

The results were measurable almost immediately:

  • More than a week of finance-team time saved every month
  • Four to five days removed from monthly revenue analysis
  • Bank reconciliation time reduced by more than 50%
  • Greater visibility into recurring revenue and client performance
  • Reporting and analysis that were not previously possible

The result is a finance platform that now better matches Visualsoft’s direction of travel — giving the team more time for analysis, better information for decision-making and greater flexibility as the business continues to evolve.

See How We’ve Helped Businesses Get More From Their ERP

 

Every ERP project is different, but the challenges are often familiar — manual processes, poor visibility, disconnected systems and growing complexity. These examples show how we’ve helped businesses improve the way they work through better ERP systems and implementation. 

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Nene Park Trust

3x Faster Financial Reporting

A new ERP gave Nene Park faster, more reliable management reporting, with clearer visibility across projects, funds and cost centres.

 “People are happier, the information is trusted, and we’re moving faster than ever before.”
Charles Benn, Business Partner 

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7 Days+ Saved Every Month

Sage Intacct helped reduce manual reporting and reconciliation, giving the finance team more time for analysis and better visibility. 

 “It’s not just about saving time. We’re now able to do things that simply weren’t possible before. ”
Lucy, CFO, Visualsoft

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Hinchliffe Hydraulics

45+ Hours Saved Every Year

By automating repetitive processes & improving access to business info, Hinchliffe saved more than a working week of time each year. 

 “I want to automate, use Power BI and include AI. Business Central gives us that foundation.” 
Stewart Hinchliffe, Finance Director

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Go-live isn’t where our job ends...

Getting Sage Intacct live is an important milestone, but it’s only the start of using the platform day to day.

Questions will come up, your requirements will change and new opportunities to improve reporting, processes and automation will emerge as your teams become more familiar with the system.

That’s why we stay alongside you after go-live — helping your people, supporting the system and making sure Sage Intacct continues to evolve with your business.

You keep running the business. We help carry the responsibility for what comes next.

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Ongoing Sage Intacct Support

Help from people who already understand your setup

Once you’re live, your team has continued access to support from people who understand your Sage Intacct environment and the way your business uses it.

That means you’re not starting from scratch every time a question comes up or something needs attention.

Includes:

  • Telephone, email and remote support
  • Experienced Sage Intacct support
  • Help resolving day-to-day issues
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Training & User Confidence

Help your people keep getting more from the system

Go-live doesn’t mean every user immediately knows everything Sage Intacct can do.

We continue helping your teams build confidence, understand new functionality and use the system more effectively as their roles and requirements develop.

Includes:

  • Ongoing user guidance
  • Additional training when needed
  • Help embedding better ways of working
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Reviews & Continuous Improvement

Make sure Sage Intacct keeps moving with your business

Your business will change after implementation — and the way you use Sage Intacct should change with it.

We can review how the system is being used, identify areas for improvement and help you introduce better reporting, automation & integrations

Includes:

  • Regular system reviews
  • Process and reporting improvements
  • Ongoing optimisation and development
Ready To Take The Conversation Further?
Want to speak now? Give us a call on 01482 423910 or, if you have some information to send us, you can email on info@thehbpgroup.co.uk
Sage Intacct Partner - Frequently Asked Questions
How much does Sage Intacct cost?

The cost of Sage Intacct depends on the modules, users and functionality your organisation needs, alongside the cost of implementation and any integrations or additional requirements.

The overall investment will vary depending on factors such as the complexity of your processes, data migration, reporting requirements, number of entities and the level of configuration needed.

If you have a dedicated Sage Intacct pricing page, I’d link to it from this answer.

What does a Sage Intacct partner do?

A Sage Intacct partner helps you assess, implement, configure and get ongoing value from Sage Intacct.

A good partner should do more than set up the software. They should understand your current processes, identify inefficiencies, challenge unnecessary ways of working, prepare your data and users, and support you after go-live.

How do I choose the right Sage Intacct partner?

Look for a Sage Intacct partner with relevant ERP experience, consultants who understand your business, a clear implementation methodology and strong ongoing support.

You should also ask about the types of projects they have delivered, how they approach data migration and training, who will actually work with your team and what happens after the system goes live.

How long does a Sage Intacct implementation take?

There is no single timescale for a Sage Intacct implementation because every organisation has different requirements.

The project length will depend on factors such as process complexity, number of entities, data migration, integrations, reporting requirements and how quickly key decisions can be made.

Your Sage Intacct partner should agree the scope, milestones and responsibilities before implementation begins.

How much involvement will our team need during a Sage Intacct project?

Your team will need to contribute business knowledge, make key decisions, validate requirements and take part in testing and training.

A structured project should make it clear who needs to be involved, when their input is required and what your Sage Intacct partner is responsible for, so your people are not pulled into unnecessary detail.

Can you migrate data from our existing finance or ERP system into Sage Intacct?

Yes. Data migration is normally a key part of moving to Sage Intacct.

The process typically involves deciding what data needs to move, cleaning and mapping it, completing test migrations and validating the results before go-live.

The exact approach will depend on your existing system, the quality of the data and how much historic information you need to retain.

Can Sage Intacct integrate with our existing systems?

Yes. Sage Intacct can be integrated with other business systems where there is a clear operational need.

That could include CRM, payroll, ecommerce, expense management, reporting, specialist industry applications or other operational platforms.

Your Sage Intacct partner should first understand why the systems need to connect and then recommend the most appropriate approach.

Is Sage Intacct suitable for multi-entity or multi-company organisations?

Yes. Sage Intacct is commonly considered by organisations managing multiple entities, locations or more complex reporting structures.

The right setup will depend on how your organisation is structured, how you manage reporting and consolidation, and what information different teams need to access.

A Sage Intacct partner can help you determine how the system should be structured around those requirements.

Can Sage Intacct be configured around our existing processes?

Yes, but a good Sage Intacct partner should not automatically recreate every process exactly as it works today.

The implementation is an opportunity to review where manual work, duplication or unnecessary complexity can be removed before Sage Intacct is configured around the future state.

Where standard functionality is not enough, additional configuration, integrations or extensions can then be considered.

Can The HBP Group take over from our current Sage Intacct partner?

Yes. If you already use Sage Intacct, we can review your existing environment, support arrangements, integrations and outstanding issues before agreeing a controlled transition.

That gives our team a clear understanding of how the system is currently being used, what is working well and where further support or improvement may be needed.

Do you only implement Sage Intacct, or can you support an existing system?

We support both new Sage Intacct implementations and organisations already using the platform.

That can include day-to-day support, user training, reporting improvements, process optimisation, integrations, new functionality and ongoing system development.

What happens after Sage Intacct goes live?

Go-live should not be the end of the relationship with your Sage Intacct partner.

Your business will continue to change, users will have questions and new opportunities for automation, reporting and process improvement will emerge.

We continue supporting your team after launch, helping you resolve issues, build user confidence and get more value from Sage Intacct over time.

Which types of businesses is Sage Intacct suited to?

Sage Intacct can be a strong fit for growing organisations that need better visibility, scalability, reporting and control as their operations become more complex.

It can be particularly relevant where businesses are managing multiple entities, locations, service lines or increasingly sophisticated reporting requirements.

The right fit should always be assessed against your specific processes and priorities rather than assumed from company size alone.

Why work with a Sage Intacct partner rather than implement it ourselves?

Working with a Sage Intacct partner gives you access to people who understand both the platform and the practical challenges involved in ERP change.

That includes process design, configuration, data migration, user adoption, testing, integrations, go-live planning and ongoing support.

A partner should help reduce uncertainty and keep the project moving while your internal team continues running the business.

What makes The HBP Group different from other Sage Intacct partners?

We combine ERP delivery experience with finance and operational knowledge, structured project accountability and ongoing support beyond go-live.

Our approach is not to simply reproduce your existing processes in Sage Intacct. We first understand how your business works, challenge unnecessary complexity and help shape a better future state before configuring the system around it.

And because our wider ERP experience spans different platforms and business environments, we can bring a broader perspective to the decisions you need to make.

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