Sage Intacct for Higher Education

What our customers have to say

Sage Intacct for Education, implemented by ION, has revolutionised our financial management processes. We received a strong and consistent delivery from ION and look forward to our ongoing partnership.

Steve Etherington

White Rose Academies Trust

Finance Manager

We are delighted with the implementation of Sage Intacct for Education. ION’s team delivered a strong project with great expertise, and we are already seeing greater efficiencies with our modernised system.

Sophie Teasdale,

St Cuthbert's Roman Catholic Academy Trust

Chief Financial Officer

The true cloud system has been transformative in boosting efficiency across multiple schools and allowing us to compile reports in minutes.

Kevin Goodwin

St Christopher's Multi Academy Trust

Finance Manager

The support from ION has been exceptional, ensuring a smooth transition and ongoing success. Our financial processes are now streamlined, efficient, and user-friendly.

Ian Harris

South Cumbria MAT

Chief Financial Officer

I would happily provide references to other clients thinking of working with ION for Sage Intacct for Education

Steven Dewing

Sapientia Education Trust

Chief Finance Officer

We are extremely pleased with the successful implementation of Sage Intacct for Education by ION. We highly recommend it to other educational institutions.

Karen Bromage

Delta Academies Trust

Chief Finance and Operations Officer

The implementation of Sage Intacct for Education has totally transformed our financial operations.

Pat Mosley

Derby Diocesan Academy Trust

Chief Financial Officer

ION’s expertise and guidance throughout the implementation process made the transition seamless — we felt fully supported and in safe hands every step of the way.

Peter Pažitka

St John the Baptist CMAT

Director of Finance and Operations

Implementing Sage Intacct for Education has been a game-changer for our Trust. The streamlined consolidation and automated processes have saved us countless hours.

Reyhana Sedoo

Mulberry Schools Trust

Financial Controller

ION have done so much more than help with Intacct, they feel like part of our finance team. We are very happy with the service which ION continue to provide.

Chris Vigar

Sherborne Multi Academy Trust

Chief Financial Officer

The team at ION have made our transition to Sage Intacct very smooth. We feel well supported and nothing is too much trouble.

Trudi Parton

Penk Valley Academy Trust

Financial Services Manager

Anytime, anywhere access

True Cloud Benefits

Legacy, on-premises accounting systems are quickly becoming obsolete.
Higher Education CFOs are turning to Sage Intacct’s true-cloud technology for real-time access from any device, robust security, and seamless automatic updates.

24/7 accessibility: Enable flexible and dynamic working with secure access to financial data from any device, without the need for cumbersome VPNs.

Remote collaboration: Facilitate better communication between academies and central teams, no matter where they are located.

True-cloud infrastructure: Fully scalable with seamless automatic updates and no need for on-site servers. Eliminate the maintenance costs of on-site servers and enjoy the scalability of a cloud-native solution.

Automate tasks, unlock more time

Powerful automation

Sage Intacct for Education provides powerful automation tools that streamline everything from bank reconciliation to your VAT reporting.
Not only does this improve staff morale by eliminating tedious tasks, but it also frees up finance teams to focus on strategic priorities.

Automatic bank importing: Automatically connect to your bank accounts and download all of your recent bank transactions.

Automatic transaction matching: Sage Intacct can automatically reconcile your bank transactions that have been downloaded.

Automatic journal creation: Create rules that automatically generate journal entries, saving time and reducing human errors.

Automatic report scheduling: Schedule the delivery of a report via email at any time. There’s no need to manually run the reports every day.

VAT 126 Automation: Take the pain out of your VAT 126 reclaim.

Maximise budgets, minimise costs

Improved Spend Management

Sage Intacct for Education’s Spend Management features are designed to help Higher Education CFOs navigate these challenges by providing complete control over spending, driving efficiency, and eliminating inefficiencies caused by paper-based processes and manual approvals.

Customisable P2P processes: Design your own purchase processes and control how they are used.

Automated rule-based approvals: Set rules to automatically process and approve purchase requests.

Spend Insights: Stop overspending before it happens by allowing requisitioners to see their available budget before making a purchase request.

Drill down to rise up

Advanced reporting and insights

Sage Intacct’s advanced education reporting capabilities give CFOs the power to drill deep into the data, offering drillable real-time reports, role-based dashboards, and a powerful reporting studio.

Prebuilt Reports: Save time and boost compliance by using the prebuilt reports for statutory reporting, ensuring all necessary submissions are completed with minimal effort.

Real-Time Analytics: Gain real-time updates and insights, enabling informed decision-making at the right time.

Role-based Dashboards: Allow users to get key information instantly, with reports and dashboards designed to meet their everyday needs.

Custom Reports at No Extra Cost: The custom report writer removes the need for expensive external consultation fees, empowering MATs to generate the reports they need, when they need them.

Centralise and optimise for growth

Multi entity management

CFOs are turning to Sage Intacct for Education in order to manage multiple entities more efficiently, scaling with ease, and gain better visibility into both individual entity performance and organisation-wide financials.

Realtime Consolidation: Access reports and dashboards that show real-time consolidated financial performance across every entity in your organisation.

Centralised Controls: Set org-wide controls to manage spend, approve suppliers and standardise your COA.

Adding new entities: It takes you just a few seconds to add a new school into Sage Intacct for Education. You don’t need any expensive consultants or additional development work.

Talk to our team

Ensuring every day is your most effective day yet

ION Education Help Centre

The ION education help centre is here to provide the best customer support in the industry. No call queues, your own dedicated support specialist, hundreds of supporting articles and videos and an account manager to ensure everything is running smoothly.

You own dedicated support specialist.

Phone support, for when you want to speak to someone.

Submit new tickets through email, forms or live chat.

Quickly access all open and resolved tickets via our portal.

Video and support articles to help with your adoption of Sage Intacct for Education

Customer satisfaction surveys to ensure we are providing the best service.

Watch our Education Helpcentre video

Financial infrastructure for
Higher Education, with
‍Sage Intacct for Education

We are trusted by over a thousand schools and colleges across the UK.

What our customers have to say

True Cloud Benefits

Powerful automation

Improved Spend Management

Advanced reporting and insights

Multi entity management

Education onboarding

ION Education Help Centre

Apps and Integrations

Start your journey with Sage Intacct for Education

Talk to OUR TEAM