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SAGE INTACCT FOR NONPROFITS

Built for restricted-fund tracking, federal grants, and your first Single Audit.

QuickBooks wasn’t built for fund accounting, and the spreadsheet workaround starts breaking the moment a federal grant lands or an auditor asks for a SEFA. Sage Intacct is what nonprofits move to next.

Past the QuickBooks ceiling — multiple programs, federal grants, restricted funds in spreadsheets? We’ll walk you through fit and what implementation looks like.

Sage Intacct
Nonprofit CFO As of today
Cash Balance
$2,841K
+$147K vs. prior month
Restricted Funds
$1,920K
+$49K vs. prior month
Grant Spend YTD
$1,318K
+$39K vs. prior month
Single Audit
12 / 12
Reports ready
Live data · Updated 2 min ago

Live preview of the Sage Intacct nonprofit CFO dashboard

60%

 

Faster audits

Koret Foundation case

8 days

Off audit prep

Samaritan House

$200K

Logistical savings

Vitamin Angels

#1

Nonprofit accounting

G2 + AICPA preferred

We were saying no to opportunities that would require more robust reporting due to the administrative burden it would cause. Our accounting system was holding us back.

Bonnie Forsell

CFO · Vitamin Angels

Result

$200K logistical savings via Sage Intacct custom dimensions

WHAT CHANGES

What you fight today · what disappears with Sage Intacct.

● What you fight today ● With Sage Intacct


Restricted-fund tracking lives in a spreadsheet beside QuickBooks


Restrictions enforced in the GL where the journal entry happens. Nothing to reconcile after the fact.


Federal grant reports rebuilt by hand for every funder


Funder-ready templates that match the formats agencies already expect. Hit export, send.


First Single Audit incoming and the system can’t produce the schedules


SEFA, the 2 CFR 200 compliance set, and your functional expense statement, generated from the GL.

ALREADY ON SAGE 100 OR SAGE 50?

Most of our nonprofit implementations are upgrades.

YOU ARE HERE

Sage 100 / Sage 50

On-premise. Fund tracking via spreadsheets. Manual grant reports.

WHERE YOU LAND

Sage Intacct

Cloud-native. Fund accounting in the GL. Audit-ready reports.

Sage 100 to Intacct is the migration we run most often for nonprofits.

  • Bring your current chart of accounts to the call — we walk you through how it maps to the new structure.
  • Historical data, open AR/AP, and your fixed-asset register all migrate — not just the trial balance.
  • Parallel run for one full close before cutover. You don’t lose the audit trail and the team doesn’t lose the period.

BUILT FOR THE WORK

Four things Sage Intacct does that QuickBooks doesn't.

Sage Intacct
Fund Balance
Permanently Restricted $842K
Temporarily Restricted $1,078K
Unrestricted $921K
Board-Designated $316K
4 funds trackedRestrictions enforced in GL

FUND ACCOUNTING

Restricted funds tracked where the money actually lives.

In the GL, by restriction class, with the rules enforced at the journal entry. No reconciliation tab. No quarterly cleanup. The auditor opens the system and sees the same fund balances your CFO does.

GRANT MANAGEMENT

Every grant, from award letter to drawdown, in one place.

Budget vs. actual by award, spend alerts before you breach a category cap, and funder-ready report templates that export to the formats federal agencies expect. The grant manager and the controller stop emailing spreadsheets.

Sage Intacct
Grants
GrantStatus
HHS-2026-114 Active
DOE-FY26-0089 Reporting
Ford Foundation Active
SAMHSA-1042 Drawdown
4 of 17 active$2.4M committed
Sage Intacct
Single Audit Pack
SEFA — Schedule of Expenditures of Federal Awards
2 CFR 200 Compliance Schedule
Statement of Functional Expenses (Form 990)
Internal Control Documentation
Restricted Net Asset Reconciliation
5 / 5 readyGenerated 06:14 AM

SINGLE AUDIT

The schedules your auditor is about to ask for.

SEFA, the 2 CFR 200 compliance set, the functional expense statement, internal controls documentation. Generated from the GL on a click. Your first Single Audit goes from a six-week scramble to a three-day review.

MULTI-ENTITY

One chart of accounts. Many programs.

Run regions, chapters, foundations, or program subsidiaries under a single COA with real-time consolidation. Eliminations happen automatically. Board-pack rollups stop being a five-day month-end project.

Sage Intacct
Consolidated View
Parent Org $8.42M
└  West Region$3.18M
└  East Region$2.91M
└  National Programs$1.84M
└  Foundation$0.49M
4 entities · 1 chart of accountsReal-time consolidation

WHAT IT MEANS FOR THE MISSION

When finance stops being the bottleneck, the mission scales.

What the dashboard looks like once your fund structure is in.




Sage Intacct · Outcomes Dashboard
Outcomes
FY 2026
All programs
Cash & Equivalents
$14,775K
+$148K vs. prior month
Program Revenue
$2,244K
+$499 vs. prior month
Net Income
$1,318K
+$398 vs. prior month
Operating Expense
$925K
-$80 vs. budget
Cash Balance vs. Budget
Actual
Budget
 
 
 
 
 
 
 
 
Q1 FY26Q2 FY26Q3 FY26Q4 FY26

80% revenue growth enabled

Seattle Indian Health Board outgrew their old system; Sage Intacct kept up.

$200K saved

Vitamin Angels used Sage Intacct’s custom dimensions to reorganize logistics reporting.

8 days off audit prep

Samaritan House cut weeks out of the year-end close.

HONEST ANSWERS

What CFOs ask before they book a call.

"We're not big enough for Sage Intacct."

If your chart of accounts has restricted funds and your auditor asks questions you can’t answer in a day, you are the right size. The product fits nonprofits from $2M to $50M in revenue.

"We tried new accounting software once. It failed."

Most failed implementations are license-only deals where nobody owned the migration. BCS owns it end-to-end — chart of accounts, data, training, and the first 30 days live.

"Sage Intacct looks complicated. We don't have an IT team."

You don’t need one. It runs in the browser, BCS configures it, and your finance team operates it. The IT-team objection is a holdover from on-prem ERP — this isn’t that.

HOW IT WORKS

Four steps. No surprises.

01

Discovery call

We discuss your current organization, business challenges and goals.

02

Pricing call

We walk you through the pricing range, what drives it, and whether Sage Intacct fits your fund structure.

03

Configuration + migration

BCS designs the chart of accounts and migrates your data. Your finance team stays in the loop the whole way.

04

Training + go-live

Live training on the production system, plus 30 days of post go-live support. You start using it, not piloting it.

Discovery call to start. Demo and pricing follow.

BCS ProSoft has implemented Sage Intacct since 1985. Specialists in nonprofit fund accounting.

BCS ProSoft
Sage Certified Partner

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