SMPL.ai for Finance teams on Sage Intacct

What Sage Intacct data supports in SMPL

Sage Intacct's strength is its dimensional ledger: one chart of accounts, with department, location, class, and other dimensions carrying the reporting detail. In SMPL, that structure drives these workflows.

• A management P&L built from your dimensions

  Sage Intacct tags each transaction with dimensions such as department, location, class, project, customer, and vendor. SMPL maps the dimensions you report on into the management P&L, so functional and departmental views come straight from the ledger.

• Built on Sage Intacct's consolidated results

  For companies running several entities, SMPL uses Sage Intacct's consolidated financial actuals, including the currency translation and intercompany elimination adjustments Sage Intacct has already made. For USD-reporting companies, that means the consolidated USD results. Sage Intacct remains the system of record for consolidation, and SMPL builds reporting and planning on that foundation rather than recreating the consolidation engine. Entity and currency information is retained, and entity-level views are scoped during implementation.

• Financial statements and cash

  Posted GL balances become the income statement, balance sheet, and cash flow statement. Cash, receivables, payables, and deferred revenue feed the cash forecast and the budget's opening balances.

• Budget versus actual by dimension

  Actuals by department or location are compared with the driver-based budget and the latest forecast, with variances explained by the drivers behind them rather than by account alone.

• Contract and statistical data where you keep it

  If you manage subscription contracts or record statistical accounts such as headcount in Sage Intacct, SMPL can use that data for ARR and operating metrics alongside the ledger.

Combined with the rest of your operating data

The ledger explains what happened financially. SMPL connects it with the systems that explain why, so bookings, churn, and hiring flow through revenue, opex, EBITDA, and cash together.

• CRM pipeline

  Opportunities from Salesforce or HubSpot supply pipeline, bookings, and coverage for the revenue forecast.

• Billing and ARR

  Subscription data from Maxio, Stripe, Chargebee, or Sage Intacct contracts produces the ARR waterfall and retention next to recognized revenue.

• Workforce

  HRIS and payroll data drive the headcount plan, which flows into departmental opex, EBITDA, and cash.

What you can produce and decide

• A board package that ties to Sage Intacct

  ARR, revenue, the three statements, cash, and headcount from one model, with commentary drafted from calculated variances and figures traceable to the ledger.

• A three-statement budget from drivers

  Growth, retention, hiring, and spend drivers produce the budgeted income statement, balance sheet, and cash flow, organized by the same dimensions as your actuals.

• Plans tested before approval

  Plan Assurance checks the budget against cash floors, coverage, and other constraints, and runs named stress cases before the plan goes to the board.

• Departmental accountability

  Budget owners see actuals, budget, and forecast for their department with the same numbers Finance reports to the board.

Illustrative example. A company runs a US and a UK entity in Sage Intacct. The management P&L shows Customer Success over budget. Tracing the variance to the underlying ledger lines shows it sits in the UK entity: two contractors covering open roles in the workforce plan. The forecast replaces the contractors with the planned hires from October, and the effect on EBITDA and cash is visible before the next board meeting.

SMPL leads the implementation

SMPL takes responsibility for the data integration, mapping, configuration, and financial validation. Your team supplies the definitions, reviews the results, and makes the decisions. Your Sage Intacct setup stays as it is.

1. 1

   Agree scope and access

   We confirm which entities, dimensions, and periods are in scope, and that the extraction method delivers the consolidation context you need. SMPL connects to Sage Intacct with read-only access or works from structured extracts, whichever fits your security requirements.

2. 2

   SMPL maps accounts and dimensions

   SMPL maps your chart of accounts and reporting dimensions to statement lines and the management P&L, and documents each mapping decision for your review.

3. 3

   SMPL configures the model

   Sage Intacct actuals are connected to CRM, billing, and workforce data, with your definitions for ARR, bookings, and departments applied consistently.

4. 4

   Validate together

   SMPL reconciles the imported results to Sage Intacct's consolidated reports and ties ARR to your billing source. Your team reviews the results and confirms definitions.

5. 5

   Refresh on your close calendar

   After go-live, your team initiates each refresh when your books close, on your own close calendar, and can load intra-month cash or pipeline data whenever you need a current view.

Discuss your Sage Intacct environment

Bring a short description of your entities and dimensions, where ARR and subscriptions live, which CRM and HRIS you use, and what your board package includes today. We will walk through how SMPL would connect it and what your team would see at the end of implementation.

Frequently asked questions

Is SMPL.ai an FP&A option for companies on Sage Intacct?

Yes. SMPL.ai is FP&A and financial intelligence software for SaaS Finance teams, and it brings Sage Intacct general ledger and dimension data together with CRM, billing, and workforce information for connected reporting, forecasting, budgeting, and Plan Assurance. SMPL leads the integration and implementation, including data mapping, configuration, and financial validation.

How does Sage Intacct data get into SMPL.ai?

As part of implementation, SMPL either connects to Sage Intacct with read-only access or works from structured extracts, depending on your environment and security requirements. SMPL maps and validates the data. After go-live, your team initiates each refresh when your books close, on your own close calendar, and can load intra-month cash or pipeline data whenever you need a current view.

How does SMPL.ai handle Sage Intacct multi-entity consolidation and currencies?

SMPL uses Sage Intacct's consolidated financial actuals, including Sage Intacct's currency translation and intercompany elimination adjustments. For USD-reporting companies, SMPL uses the consolidated USD results. Sage Intacct remains the system of record for consolidation: SMPL supports reporting and planning on that consolidated foundation rather than recreating the consolidation engine. During implementation, SMPL confirms that the extraction method delivers the required consolidation context, reconciles the imported results to Sage Intacct's consolidated reports, and scopes the entity-level views you need.

Does this page apply to other Sage products?

This page describes Sage Intacct, the cloud financial management product used by many SaaS companies. Other Sage accounting products have different data structures. If you use one of them, SMPL confirms the approach for your product during scoping, typically working from structured exports.

Does SMPL.ai write back to Sage Intacct?

No. SMPL reads from Sage Intacct and does not post journal entries or change records. Sage Intacct remains your system of record for accounting.