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Faster Client Billing and Invoicing with A Self-driving PSA

Polaris PSA offers Sage Intacct clients better project planning, faster project delivery, simpler resource allocation, improved utilization, and enhanced invoicing and revenue recognition capabilities – all in one platform.

PSA using Sage Intacct

Harness the Power of Polaris PSA and Sage Intacct Integration

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Sage Intacct

Manage Project Delivery in Real-Time

Polaris PSA’s SmartBeats helps you to improve on-budget, on-time project delivery and promote resource accountability. Synchronize seamlessly with Sage Intacct.

  • SmartBeats gives visibility into work done, remaining work, estimated completion date.
  • Automated updates enables better communication between sales and services teams.
  • Get instant understanding of project metrics including hours, cost, and financials.
Sage Intacct Project Management Methodology
PSA Resource Management using Sage Intacct

Optimize Resource Management with Smart Match

Allocate resources based on skill requirements, location and other criteria using smart match recommendation and manage utilizations within Polaris PSA

  • View global resources to determine their current and future allocation levels.
  • Use SmartMatch and built-in workflows to streamline resource fulfillment.
  • Report on utilization levels.

Comprehensive Project Accounting and Invoicing

Create intelligent rate cards with Smart Budget. Manage financial metrics for all projects with our enhanced project management platform. Plan budgets, estimates, costs, margins, WIP, billings, bookings, client invoice accurately with minimal clicks and ease.

  • Capture and easily transfer all invoice data
  • Flawless billing process
  • Clarity into invoice status and payments
Project Financial Accounting using Sage Intacct
Data Synchronization using Sage Intacct

Seamless Data Transfer Between Polaris PSA and Sage Intact

Our robust integration capabilities provide a smooth, bidirectional data transfer to keep both systems in sync.

  • Control over synchronization
  • No installation and quick to implement
  • Fast time-to-value

Modern & Mature Integration Platform

An Enterprise Ready PSA Solution with Security, Flexibility and Scalability

Integrations
Robust Pre-built Connectors

Get highly secure ecosystem connections in a matter of minutes – not months, using our 50+ pre-built connectors – QuickBooks, SalesForce, Concur, Xero, Namely, ServiceNow, BambooHR, Jira, and more.

Integrations
Fast and Seamless Integrations

Plug and play with our out-of-the-box integrations and change on-the-fly with our swap-in and swap-out connectors as your ecosystem evolves.

Integrations
Extract Any Data You Need

Open APIs library available to extract any data you want from any system.

Check Out Similar Integrations

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