Level + Sage Intacct
Level for Sage Intacct users
Sage Intacct is the right end state for many $5M-$100M+ service businesses. Level is the CFO + ops layer that gets the full value out of Intacct's dimension model: FSM integrations done right, AIA, retainage, multi-entity reporting, and monthly advisory.
Mid-market cloud accounting / multi-entity GL with dimensional reporting
Partnership means working alongside your existing systems. Formal vendor affiliations are identified separately. Connections depend on edition, permissions and agreed scope.
What Sage Intacct does
- Multi-entity, multi-currency GL with full intercompany
- Standard and user-defined dimensions on transactions (confirm current counts in Sage Intacct documentation)
- Intacct Construction module: job cost, AIA G702/G703, retainage, change orders, WIP (confirm current features with Sage)
- API access (confirm current REST and XML web services options in Sage Intacct developer documentation)
- Smart Events / automation for workflow
- Audit trail and reporting suitable for mid-market
Workflows to verify in your Sage Intacct setup
Check your edition, configuration, people and connected tools. This list is a review scope, not a vendor-wide capability exclusion.
- Run your bookkeeping or close the month
- Maintain the FSM-to-Intacct dimension mapping as the FSM pricebook evolves
- Reconcile AIA billing between FSM and a third-party tool like Siteline
- Confirm whether your Intacct configuration gates AP release on subcontractor compliance (COI, lien waiver, W-9)
- Provide CFO advisory and peer benchmarks
- Build owner-facing dashboards in a way that doesn't require an internal analyst
What Level adds on top
- Dimension preservation from FSM into Intacct where the export and API support each field (job, cost code, cost type, customer, property, employee, project); unmatched records held for review
- Cost code mapping table maintained as a reviewable, version-controlled asset
- Single-source AIA billing: either FSM or Siteline is the source, never both
- Subcontractor compliance gates on AP release
- Multi-entity routing logic based on job → property → entity, with unmatched records held for review
- Owner-facing dashboards monthly, reviewed live with your CFO
- Level Index benchmarks where a matched metric exists (2,200+ contractors in the research universe; sample size and definition stated per metric)
What you see with Sage Intacct alone vs. with Level on top
Sage Intacct remains the system of record for the work it manages. Your accounting ledger remains the books of record. Level adds financial insight across the records connected in your engagement.
| Capability | Sage Intacct alone | Sage Intacct + Level |
|---|---|---|
| Dimension preservation | API access through Sage Intacct REST and XML web services; permissions and object coverage need checking for the intended workflow | ✓Dimension chain preserved where the FSM exports each field and the Intacct API supports it (job, cost code, cost type, customer, property, employee, project); unmatched records held for review |
| Cost code mapping | Set at implementation, drifts as FSM pricebook evolves | ✓Reviewable mapping table with monthly drift alerts |
| AIA billing | Native in Intacct Construction module | ✓Single source-of-truth (FSM or Siteline); duplicate prevention |
| Sub compliance gating | Vendor master in Intacct; compliance docs separate | ✓AP release gated on lien waiver + COI + W-9 currency |
| Multi-entity routing | Manual rules or partner middleware | ✓Deterministic routing job → property → entity, with unmatched records held for review |
| Custom WIP reporting | Standard reports | ✓WIP reconciled to FSM operational state + payroll burden timing |
| Dashboards | Intacct dashboards available; setup is internal team's job | ✓Owner-facing dashboard built and reviewed monthly |
Intacct is great. Operationalizing it is the hard part.
Sage Intacct's dimension model is one of its main strengths. Getting full value from it requires FSM data to feed Intacct with dimensions intact. Check yours: run a dimension-completeness report on last month's FSM-originated entries and count entries missing job, cost code, cost type, or property.
The Construction module is worth using.
Native AIA, retainage, and job-cost framework. Level configures and operates the Construction module as part of Platform engagements.
Intacct-as-destination integrations
Integration pairs supported by our reporting and reconciliation work. Each guide explains documented vendor capabilities, known failure modes and the installed records to verify. Built workflows are scoped to the engagement, licensed products and permissions; a listed pair is not a promise of a universal connector.
Frequently Asked Questions
Do I need Intacct Construction or vanilla Intacct?
Depends on revenue mix. Heavy project work (AIA, retainage, change orders) = Construction module. Service-heavy with light project work = vanilla Intacct with custom dimensions can work. Level helps decide as part of the engagement.
Will Level configure Intacct for me?
Yes. Intacct setup, dimension structure, and FSM connector configuration is included in Platform engagements where it's the right scope.
Related pages
Simple pricing
Three tiers, one ladder.
$500+/mo
Bookkeeping
The clean data layer: monthly books, reconciliations, and organized financials AI can work with.
$1,500-$5,000/mo
Scale
The full AI operating layer: custom agents, weekly actions, and benchmarks to grow margin per hour.
Custom
Platform / Multi-Office
Multi-branch benchmarking and scorecards for PE-backed and multi-location groups.
The Level team can read your Sage Intacct data fluently
Free profitability audit. Start with your priorities and the records needed. A connected review of Sage Intacct follows where edition, access and agreed scope allow.
No commitment. Real numbers, not generic advice.