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
What Sage Intacct does
- Multi-entity, multi-currency GL with full intercompany
- 10+ user-defined dimensions on every transaction
- Intacct Construction module: job cost, AIA G702/G703, retainage, change orders, WIP
- Robust API surface (REST + legacy XML)
- Smart Events / automation for workflow
- Audit trail and reporting suitable for mid-market
What Sage Intacct can't do alone
- 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
- Gate 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
- Full dimension preservation from FSM (job, cost code, cost type, customer, property, employee, project) into Intacct
- 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
- Owner-facing dashboards monthly, reviewed live with your CFO
- Peer benchmarks across Level's 2,200-contractor dataset
What you see with Sage Intacct alone vs. with Level on top
Sage Intacct is the operations system of record. Level is the financial system of insight that sits on top.
| Capability | Sage Intacct alone | Sage Intacct + Level |
|---|---|---|
| Dimension preservation | Up to 10 dimensions available; FSM sync typically uses 2–3 | ✓Full dimension chain preserved (job, cost code, cost type, customer, property, employee, project) |
| 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 |
| 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 the strongest in the mid-market. But getting full value from it requires the FSM data to feed Intacct cleanly — which almost no out-of-the-box integration does.
The Construction module is worth using.
Native AIA, retainage, and job-cost framework. Level configures and operates the Construction module as part of CFO + Operations engagements.
Intacct-as-destination integrations
Specific integration pairs we've built or productized. Each links to a deep page covering the API, the failure modes of the native sync, and how Level's data layer makes it work.
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 CFO + Operations engagements where it's the right scope.
Related pages
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$99/mo
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Clean monthly books, tax-ready year-end. Same flat rate for catch-up.
$1,500+/mo
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Cash forecasting, profitability analysis, monthly strategy calls.
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CFO + Operations
Dedicated CFO, AI-native workflows, dashboards, and integrations.
A Level CFO can read your Sage Intacct data fluently
Free profitability audit — we'll connect to Sage Intacct and show you what's hiding in your numbers. Free audit included.
No commitment. Real numbers, not generic advice.