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
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
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