Welcome to Sage PSA

⏱️ 1 minute read

Sage Professional Services Automation (Sage PSA) integrates with Sage Intacct, streamlining project management, optimizing resource allocation, improving time tracking and billing precision, and delivering comprehensive reporting to empower better decision-making.

This article includes:

• Overview of Sage PSA
• Getting Started with Sage PSA

Overview of Sage PSA

A live connection between Sage PSA and Sage Intacct ensures seamless, flexible workflows across both systems, synchronizing workflows and data.

Within Sage PSA, users have access to the following:

• Project time, scope and resource management with AI assistance
• Detailed task management and collaboration tools (comments, file attachments, to-do lists)
• Advanced booking options with soft allocations, hard allocations & placeholders
• Live team resource & capacity heatmaps
• Role and skill based resource filtering
• Advanced time tracking tools
• Real-time data sync for projects, tasks and timesheets

Getting Started with Sage PSA

Check out the following articles as a step-by-step guide to setting up your Sage PSA integration:

Step 1: Prerequisites for Sage PSA

Step 2: Sage Intacct Web Services User Permissions

Step 3: Connecting Sage PSA

Step 4: Syncing Clients and Users

Step 5: Syncing Projects and Tasks

Step 6: Syncing Timesheets

Next step: Prerequisites for Sage PSA