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Sage Intacct
For Education

The best CLOUD accounting FOR MULTI ACADEMY TRUSTS

It's time to put your legacy accounting software to bed and switch to the cloud.

Get automated consolidated accounting for multi-academy trusts, with Sage Intacct.
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The CFOs' choice for Financial Technology.
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Looking for MAT education finance software?
Book a demo with us now.
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UPCOMING WEBINARS & events

ION Roadshow: Sage HQ, Newcastle

November 28, 2024

9:00 am
 -
4 hours
Register online

ION is trusted by hundreds of schools, colleges and nurseries.

Sage Intacct for Education is trusted by MATs, Colleges and nurseries across the UK, to provide the best financial operations and data.
48
Education organisations
551
Schools, colleges and nurseries
£1.7B
Income
processed
Features

Best-in-class accounting for
Multi-Academy Trusts

Powerful, cloud-accounting for growing MATs.
Trusted by trusts across the UK.

Add new schools in seconds

Using Sage Intacct for Education you can add and setup new schools in seconds.
Watch the video on adding schools

Automatic consolidation

Sage Intacct for Education automatically consolidates your financial data.
Watch the video on consolidation

Prebuilt ESFA and SOFA reporting

Sage Intacct comes with all the ESFA and SOFA reports required.
Watch the video on Financial Reporting

Department of Education
Chart of Accounts

Sage Intacct comes with the DfE Chart of Accounts by default.

Budget and spend
management

Take control of your finances and help your team spend money in the right place
Watch the video on Budget Control
Watch the video on Spend Insights

Customisable purchase workflows

Every organisation is different, so Sage Intacct provides customisable purchase processes

Flexible approval processes

Single bank account payments

Auto-bank transaction matching

VAT / VAT 126 automation

One-click end of year reports

Access anywhere with true-cloud

Custom Dashboards

Audit Ready

See how we can help you scale

Add new schools in seconds

Growing your MAT and adding new schools is going to be one of the major challenges over the next few years. Thats why we've completely removed the problem.
Create new schools in seconds
Manage user access by school
Instantly consolidate all financial data
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Dashboard mockup
Download our Sage Intacct for Education Feature-Benefit Matrix
Dashboard mockup
Support

Amazing customer support

Why are other product providers so unhelpful? We understand you don't want to have any issues, but if you do, then you want us to help resolve them. Thats why we've built an amazing support team from the ground up.
A friendly and helpful team that actually want to resolve any problems you have.
Industry-leading telephone support, with no call queues.
Access to a dedicated education support team.
Live chat and email support.
Customer portal for easy access to ticket progress and resolution.
Service level Agreements
Training videos and support articles.
Read more about our support
Trusted by
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"The Financial Reports produced from this solution are  the best we have seen, and we produce our board report at the click of a button."

Steven Dewing of Sapientia Trust
Steven Dewing
CFO, Sapientia Trust

Apps, Integrations and Partners

Sage Intacct for Education can work with your favourite apps.
Integration icon

Yooz

An accounts payable automation platform which combines technology with simplicity & affordability.
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School Business
Services (SBS)

School Business Services is a leading global specialist in providing support services and products to the education sector
Integration icon

IMP

IMP software are focused on delivering tools to support MAT finance and budget software for multi academy trusts.
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Compleat

Compleat is powerful software for SMEs that eliminates paper and unites finance, procurement and budget holders.
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BPS

Visibility and control over your multi academy trust budget, with additional packages for Local Authorities and Independent Schools.
Tell me more...

Frequently asked questions

Here are a few of the questions we are regularly asked about Sage Intacct for Education.
What is Sage Intacct for Education?
Sage Intacct for Education is powerful, cloud-based accountancy software for growing MATs.
What size Trust is it best for?
Sage Intacct for Education is a great system for Multi-Academy Trusts. A key strength of the software is how easily you can add in additional schools yourself, without the need to pay for extra development time, making it perfect for MATs that intend to grow in the coming years.

It’s a great way to future-proof and ensure long term value for money.
How long has Sage Intacct for Education been available?
Sage acquired Intacct in Autumn 2017, and launched the product in the UK at the end of 2019.

Since its inception in 1999 in the US, Intacct had established itself as the leading provider of cloud financial management software for small and medium-sized businesses, proving very popular within education, so you can be assured the system is tried and tested in your sector.

ION launched Sage Intacct for Education in 2020, with a specialist team established to fully understand the needs of the sector and tailor the solution accordingly.
Is Sage Intacct for Education used by trusts?
Sage Intacct for Education is the next-generation of accounting software and is currently used by over 40 schools across the UK. ION spent 12 months building a solution that overcomes the specific challenges faced by MATs.
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‍Read a case study from The Sapientia Trust
Can I set approval levels in workflows?
Yes, we can help you to set permissions in line with the job roles in your team. We’ll spend time exploring your requirements early in the project, so we can build this in for you.
What type of reports can the system give me?
The reporting capabilities are huge. There are many preset reports that you can use, and you can create your own. Our team will work with you to define the reports you need and make sure they’re available to you.
Why should I work with ION to implement Sage Intacct?
Our team has over 50 years combined experience with Sage products, and our education specialists are familiar with the challenges you will need to overcome with your accountancy software. With ION you’ll have a dedicated project manager to ensure things go smoothly, and we have quality assurance built into our process.
I want to use it in September, when should we have it live?
Talking to us early about your project is the best way for us to understand your needs and schedule your project into our workload. Projects vary in length depending on the complexity of the solution you require.

A conversation is free of charge and there’s no obligation for you to proceed with us, but it will help us to give you the best estimate for how long your project will take and what it would cost.

‍Contact us/book a demo
How long does it take to change to Sage Intacct?
An average project takes around 12 weeks, but this can be more or less depending on the complexity of your organisation.

A conversation is free of charge and there’s no obligation for you to proceed with us, but it will help us to give you the best estimate for how long your project will take and what it would cost.

‍‍Contact us/book a demo
Can I get a demo with my team?
Yes! To ensure the best use of everyone’s time, we will tailor a demo to your organisation and needs. First, we would book a scoping call to understand all about you, then book a demo following that.

‍Book a scoping call
How is Sage Intacct for Education in the cloud?
Sage Intacct is a native cloud solution hosted in AWS (Amazon Web Services) Datacenters within Ireland which comply GDPR regulations. There is a commitment uptime of 99.8% with all data being automatically backed up every 4 hours with full nightly logical and physical backups to 4 different sites.

AWS has multiple security certifications so you can be assured of safety and reliability of the systems. If you have further questions around the details of this, we would be happy to talk you through this during the demonstration.
Will Sage Intacct for Education run in all my schools?
Yes, you can run separate accounts for each school, and also get a view of all the school in the trust in a consolidated view. This means all of your trusts can look after their own numbers, but you can have consolidated reporting at your fingertips.
Will I need IT to help set it up and install it?
As the solution is cloud based, you won’t need any IT resource.
I already have Sage for Education, is this an upgrade?
No, this is not an upgrade from the legacy Sage for Education. Sage Intacct for Education is a next-generation true-cloud accounting solution with powerful consolidated reporting capabilities and complete scalability.
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Watch our videos to see the difference
Does it link to any budgeting software?
It is possible to link other software that you may already be using or plan to in future. We would go through this in our scoping call and let you know what can be integrated. There are regular updates so more and more is possible as time goes on.
How much would it cost to add more schools into the Trust as we grow?
There is a self-service option to add more schools in seconds, meaning you don’t need to pay consultants to do it. You will need to pay for licenses for additional schools and users.

Watch our video on adding new schools
Who do I contact for ongoing support?
We’ll provide your team with amazing training so you are able to Sage Intacct for Education straight away. However we also offer support contracts to offer more reassurance as you use the system.
Can I link this system to my bank account?
Yes, most mainstream banks are supported. This means you can automatically receive daily bank feeds, which uploads all your bank transactions and then matches them off.
Is Sage Intacct MTD compliant
Yes, if your Trust is fully VAT registered you can submit through MTD