Klient Renews and Extends Partnership with Sage Intacct

by | Jan 17, 2024 | News, PSA New Features

Exciting News! Klient PSA is now officially part of the Sage Intacct Marketplace, boasting a robust network of over 200 applications and deepening its integration with Sage financial management and accounting cloud.

PSA power for delivering successful projects every time 
Klient PSA is a specialized software solution and a top-rated Salesforce automation app tailored for professional services organizations. It is designed to automate and streamline various operational aspects such as project management, resource allocation, time and expense tracking, and billing and invoicing. With these functionalities, Klient PSA facilitates efficient project execution, optimal resource utilization, accurate financial management, and improved overall productivity for service-oriented businesses. Its integration capabilities, like those with accounting platforms such as Sage Intacct, enhance its utility by providing seamless data flow and real-time financial insights, making it a valuable tool for modern service management.

State-of-the-art accounting and financial management software platform
Sage Intacct is a sophisticated cloud-based financial management and accounting software, primarily catering to small and mid-market businesses. Its core strength lies in providing comprehensive financial management tools, including advanced functionalities for general ledger, accounts payable, accounts receivable, cash management, and order management. A standout feature of Sage Intacct is its ability to deliver real-time financial reporting and analytics, enabling businesses to make informed decisions based on the latest data. Additionally, its cloud-based nature offers the flexibility to manage financials remotely, a crucial aspect in today’s dynamic work environments. The software is known for its customization options and scalability, ensuring that it can adapt to the unique needs of a business and grow alongside it. Moreover, Sage Intacct’s robust integration capabilities, particularly with other business management tools and platforms, streamline operations and enhance overall financial management efficiency.

Klient and Sage are coming together to drive optimal financial performance
Integrating Klient PSA with Sage Intacct revolutionizes the way businesses handle their operations and finances. This seamless connection between professional services automation and accounting means data flows effortlessly and accurately from one platform to the other, eliminating the time-consuming and error-prone process of manual data entry. Real-time data synchronization offers up-to-the-minute financial insights, essential for strategic decision-making and effective financial management. This integration not only enhances operational efficiency but also ensures accuracy and compliance with financial regulations, contributing to a more streamlined, cost-effective, and scalable business model. Moreover, the improved backend processes lead to a better customer experience, with quicker and more accurate billing. In essence, the Klient PSA and Sage Intacct integration is a game-changer, transforming the way professional services businesses manage their projects and finances, paving the way for growth and success in a highly competitive marketplace.

This expansion into the Sage Intacct Marketplace marks our strengthened presence in the realm of the financial management and accounting cloud solutions provided by Sage, boasting a robust network of over 200 software integrations.

More Klient PSA features are coming soon
In the coming months, we’ll be rolling out several new features that will significantly enhance our connector’s performance. These updates are designed to streamline processes and provide more flexibility and control over the way you manage your financial data.

One of the key new features is the introduction of “Expense Sync”. This function will allow for seamless synchronization of expense data between platforms, ensuring that all financial records are up-to-date and accurate. This feature is particularly beneficial for professional services businesses looking to maintain precise financial records and improve expense management.

Additionally, we’re introducing “Custom Fields Mapping & Sync”. This feature will allow users to create and map custom fields between our system and connected platforms. This enhanced level of customization ensures that specific data unique to your business can be accurately synced and reflected in your financial reports.

These new features are part of our ongoing commitment to provide you with a robust, user-friendly connector that adapts to your growing business needs. We believe these enhancements will greatly improve your experience and efficiency in managing your financial data. Stay tuned for more updates as we continue to innovate and evolve our services to serve you better.

Sage and Klient partnership

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