Sage Intacct for Independent Schools
Solutions for Accounting has over 28 years’ experience supporting independent schools with Sage Intacct, freeing up time to focus on what matters most — providing high-quality education and fostering student success.
- Integration with leading education solutions
- Direct Debit functionality
- Deferred income module
We’re proud to be recognised as the #1 Sage partner for the sector, trusted by over 200 Independent schools…
We understand the realities of school finance: from producing accurate reports for governors to managing complex VAT requirements and fixed assets, it can be a lot to balance and significant pressure to get it right. For growing school groups, that complexity only increases.
When your systems do the heavy lifting, you can reclaim time usually spent on repetitive manual tasks, streamline budgeting processes, automate reports, and gain instant insight into your school’s performance — all from one secure, cloud-based platform.
Yet, choosing the right technology is only part of the picture. The real difference comes from combining it with experienced specialists who understand how your school operates and tailor it to your specific needs. Whether that means bringing together financial data across multiple schools or integrating your various systems, we can help make everything work exactly the way you need it to.
As Berkhamsted, one of our long-standing customers, shared:
That’s exactly the difference we strive to make: giving schools more control, clearer insight and the confidence to make informed strategic decisions.
What would you most like to improve?
Give your finance team time back
Free your finance team from time-consuming administration such as processing supplier invoices, reconciling bank accounts and answering budget queries. Sage Intacct automates routine workflows, reduces duplicate data entry and gives teachers real-time visibility of their remaining budgets.
How Sage Intacct helps
Sage Co-pilot and AI
Custom purchase workflows
AP Automation
Automatic consolidation and reporting
Colfe’s School: “We’ve been able to streamline our processes and gain far better visibility across the school."
Make multi-entity finance easier to manage
Managing finances across several schools or entities doesn’t have to mean manually combining spreadsheets and reports. Sage Intacct brings entities together in one platform, automatically consolidating financial information while still allowing finance teams to view performance at individual school or group level.
How Sage Intacct helps
Automatic consolidation
Multi entity management
Easily add new schools
Group and entity-level reporting
Get clearer answers from your financial data
Give senior leaders and Trustees greater visibility of the school’s finances with flexible, detailed reporting across the organisation. Sage Intacct’s dimensional structure allows schools to report on far more than the traditional account, department and cost centre, providing greater granularity across areas such as departments, schools, trips, funds and commercial activities.
How Sage Intacct helps
Automatic consolidation
Dimensional structure
Real-time reporting
Budget and spend visibility
Chatsworth Schools: “The reporting functionality of Sage for Education is far stronger than that of Sage 50 and the ability to drill down into transaction data is far better.” - Fred Knipe, Chief Financial Officer.
Keep budgets on track before overspending happens
Give budget holders and finance teams a clearer view of spending as it happens. Sage Intacct can help schools monitor expenditure against budgets, apply controls through purchasing workflows and prevent overspends, helping improve financial accountability across the organisation.
How Sage Intacct helps
Spend management
Custom purchase workflows
Fund management
Real-time budget reporting
Chatsworth Schools found that being able to input budget information monthly and compare month and year-to-date performance against budgets improved the way the group managed its financial data.
Plan ahead with greater confidence
Bring financial, MIS and HR data together to build a clearer picture of what could lie ahead. With Zeffer, schools can create and compare different forecasting scenarios, helping finance teams explore the potential impact of changing costs, income and other assumptions before decisions are made.
How Sage Intacct helps
Scenario forecasting with Zeffer
MIS and HR data in one forecast
Multiple forecasting scenarios
Share forecasts with other users
Hill House School highlighted the confidence Sage Intacct and Solutions gave them to support both their current needs and any future strategic changes the school may wish to make.
Keep approvals moving without losing control
Replace manual approval steps with structured workflows that route purchases to the right people automatically. Sage Intacct can help schools speed up purchasing, reduce unnecessary admin and maintain clearer visibility over what has been requested, approved and spent.
How Sage Intacct helps
Custom purchase workflows
Automated purchase approvals
Accounts payable automation
Real-time purchase visibility
Why Sage Intacct for Education?
Sage Intacct stands out as the preferred choice for educational institutions seeking a comprehensive financial management solution.
Its innovative features, AI capabilities and user-friendly design empower educational leaders to achieve financial excellence, drive operational efficiency, and support the academic mission.
By choosing Sage Intacct, your school can redirect 50% of finance time from routine admin to strategic decision-making.
The system can be tailored to perfectly fit your organisation’s needs to help you achieve your goals. With Sage Intacct for Education, automate your school’s processes, reduce manual tasks by up to 90% and manage multiple companies.
Learn more about Sage Intacct for Independent Schools
Sage Intacct for Education Resources
Download
Sage Intacct for Education Independent Schools Brochure
Discover how Sage Intacct for Education can transform your school’s financial management. Our specially designed brochure offers a clear look at how this AI-powered, cloud-based solution helps schools improve reporting, gain real-time visibility, and streamline day-to-day operations.
Download the brochure today to see how Sage Intacct can support your school’s growth and success.
Practical AI for safer school finance
Does Sage Intacct use AI?
Yes, with Sage’s AI-driven capabilities, you can reduce manual data tasks and month-end close processes by up to 90%. This frees up valuable time that can be invested in strategy and achieving your long-term goals.
We understand that adopting AI can feel daunting when you’re just getting started. Our education team is here to guide you every step of the way, helping you explore the various AI-driven tools until you feel confident in how they can function to address your specific needs. We’ll go at your own pace, so you can embrace AI effectively and on your own terms.
Watch
How is Sage implementing AI into Sage Intacct?
Hear first-hand from Gareth Bezant, our Technical Director, about how Sage AI is empowering finance teams to work smarter and streamline operations.
The latest Sage Intacct for Education news
Meet our education team
Ryan
Gryniewicz
Sales Consultant
Katrina
Coombes
Sage Consultant
Karin Van
Den Raad
Support Consultant
Ausley
Mafusire
Account Manager
Meet our education team
Ryan Gryniewicz, Sales Consultant
Katrina Coombes, Sage Consultant
Karin Van Den Raad, Support Consultant
Ausley Mafusire, Customer Success Manager
Does Sage Intacct integrate with other software?
Sage Intacct can integrate with lots of other software. Take a look at a few below:
Forecasting
Zeffer is the modern way for schools to plan, forecast, and adapt.
The software is designed by school finance experts to give you control and confidence.
Fee Billing
Furlong FeeMaster is a specialised fee-billing solution designed for schools to help streamline billing and invoicing tasks.
It allows schools to handle all bills and invoices related to tuition fees and additional charges incurred by students.
Fee Billing
iSAMS Fee Billing Module is designed to manage and streamline the billing process for schools.
It allows schools to handle all bills and invoices related to tuition fees and additional charges incurred by students.
Accounts Payable
Yooz is an automated accounts payable solution that streamlines invoice processing, approval workflows, and payment management, enhancing efficiency, accuracy, and visibility for finance teams.
What our clients think
Testimonials
We moved to Sage Intacct in September and it’s been a huge improvement. It’s enhanced the visibility of data, significantly improved our reporting capabilities and I’m still discovering more functionality to develop.
The King's School, Canterbury
Solutions have been fantastic throughout our journey with Sage Intacct , and the support team is always quick to respond and easy to work with. Combined with having a powerful system at our fingertips, we’ve been able to streamline our processes and gain far better visibility across the school.
Colfe’s School
We have greater control and confidence now our systems are integrated. With less duplication, there is more time saved, and less potential for error, meaning there are fewer queries each month.
Berkhamsted School
We met Solutions for Accounting at the ISBA conference and was impressed by their sector knowledge and scope to offer accounting solutions tailored to the needs of an independent school.
Claremont Fan Court School
Canford Schools Group has selected Sage Intacct as our new accounting system to support the growth of the Group, implemented in partnership with Solutions for Accounting. We really appreciate the support the Solutions team have provided so far and we look forward to working with them so that our finances enable us to stay focused on delivering exceptional education.
Canford Schools Group
The ability to take data out of Sage 200 into Excel, directly onto your laptop or computer without having to navigate through a complex system for a remote desktop connection, plus the ease of navigation, is far better than our previous system.
Chatsworth Schools
Real challenges. Tailored solutions.
Customer Success Stories
From limited visibility to disconnected processes and complex pupil fee billing, our customers faced a range of challenges that will feel familiar to many independent schools.
| Main challenge | Independent school | Result |
|---|---|---|
| Limited visibility and reporting | Oak Hill College and Chatsworth Schools | Less time spent on consolidation, reduced reliance on spreadsheets, and real-time reporting for greater financial visibility. |
| Complex pupil fee billing | Berkhamsted School | Reduced duplicate data entry and human errors, clearer tracking of outstanding fees and fewer queries. |
Click to read the full case studies below and discover how we work closely with schools to understand their specific challenges and help them manage their finances with greater control and confidence.
Do you have a school shop?
Elite POS: Streamline your school shop with seamless integration to Sage
Running a school shop at an independent school is not an easy task. Staff often need to manage sales, stock levels, stock takes, receipts and refunds — all while making the experience quick and simple for pupils.
Elite POS, a retail point-of-sale solution, simplifies it all — streamlining shop processes, reducing manual admin and saving valuable time.
All transactions are recorded in real time and automatically sent to your Sage accounting system. From there, our team have developed a bespoke importer that takes the transaction data from Sage Intacct and forwards it into your MIS system, ensuring accurate, seamless pupil billing.
What happens after you choose to partner with us?
We keep implementation simple, structured and collaborative, with four clear stages. Each stage has defined activities, responsibilities and a clear milestone before moving to the next.
Together, we agree the solution, project plan, responsibilities and key milestones. Data requirements are also confirmed
and templates provided.
We start by understanding how your school operates, your requirements and what you want Sage Intacct to achieve.
Your agreed data is then prepared and uploaded, ready for you to review.
We configure Sage Intacct based on the agreed design, including your financial structure, processes, workflows and reporting requirements.
We capture your feedback, make
any agreed changes and ensure the system is ready for go-live.
Your team gets hands-on with the system and tests the key processes using real-life scenarios.
We support the transition into live processing, including the upload of final balances and outstanding transactions, and remain on hand to help your team get up and running.
Your Sage Intacct system is ready to use.
You will have a dedicated Project Manager as your main point of contact throughout implementation. They will coordinate the project, keep activities on track and ensure you always know what is happening and what your team needs to do.
Our support doesn’t stop at implementation. We understand how busy schools are and how important it is to have the right guidance when you need it. With direct access to our dedicated Education Support Desk and Customer Success Managers, you can count on responsive, personal support that gives your team the confidence to get the most out of your system — both now and as your needs evolve.
We start by understanding how your school operates, your requirements and what you want Sage Intacct to achieve. Together, we agree the solution, project plan, responsibilities and key milestones. Data requirements are also confirmed
and templates provided.
We configure Sage Intacct based on the agreed design, including your financial structure, processes, workflows and reporting requirements. Your agreed data is then prepared and uploaded, ready for you to review.
Your team gets hands-on with the system and tests the key processes using real-life
scenarios. We capture your feedback, make any agreed changes and ensure the system is
ready for go-live.
Your Sage Intacct system is ready to use. We support the transition into live processing, including the upload of final balances and outstanding transactions, and remain on hand to help your team
get up and running.
Securing smart software for your school is just a few clicks away...
Why partner with Solutions?
At Solutions, we believe in being more than just your software supplier.
We believe in building a long-lasting partnership by aligning our efforts with your long-term strategic goals, we will ensure that we deliver a solution that not only helps you now, but also as you grow.
This is the start of our partnership, and we want to start our partnership in the right way.
What makes us different?
- We’re the #1 Sage Partner for Independent Schools.
- We have supported the education sector for over 28 years.
- We have a dedicated onboarding team to guide you through your software journey as an extension of your team.
- We provide first-class training by our product specialists.
- We are multi-award winners for Customer Service.
- We have a large support team of experienced and dedicated Sage education professionals.
- We have an average resolution time of less than 4 hours to all requests for assistance.
- We provide regular account reviews with a dedicated Account Manager and Customer Success Manager.
Solutions for Accounting: Where Expertise Meets Innovation
