Built for the field: what Sage’s new innovations mean for professional services firms
For professional services teams, time is more than money, it’s the heartbeat of every project, engagement, and client relationship. But too often, that time gets lost in outdated systems, manual entry, and a stack of tools that don’t talk to each other.
At Sage Future, a dedicated session on the evolving needs of PS firms made one thing clear: Sage isn’t just investing in the future of professional services, they’re building it.
And for once, that future doesn’t require a third-party workaround.
Native tools for a mobile workforce
One of the biggest highlights? The launch of the Sage Intelligent Time mobile app.
Historically, PS teams working in the field had to rely on third-party tools like Nexonia for time tracking and expense management. Now, Sage is delivering that functionality in-house, fully integrated, mobile-ready, and built to reflect how modern teams actually work.
With the new mobile app, consultants can:
- Clock in and out from the field
- Capture receipts and auto-populate expense reports with AI
- Approve time and expenses right from the app
- Access role-based rate cards to streamline billing flexibility
No more hunting down time logs. No more chasing receipts. Just a smoother way to manage billable hours, right from your phone.
More visibility, less guesswork
Beyond mobile tools, Sage continues to raise the bar with features that simplify project management and improve oversight.
With Project 360 Views, teams can now customize every aspect of the project view page, giving PMs and leadership a single source of truth. Everything from financials to attachments can be reviewed in one place, with options to zip and send invoice documents directly to clients.
Want more automation? You’ve got it:
- Automated WIP relief to recognize project costs without extra clicks
- Project revenue recognition updates to pull budgeted costs based on key dates
- Streamlined closeouts for managing changes across multiple projects
These updates don’t just reduce friction. They help teams move faster, stay aligned, and deliver better outcomes, without needing a patchwork of systems to get there.
Smarter expense management
One of the most exciting shifts? Expense automation that mirrors Sage’s AP automation tech.
Now, users can:
- Snap a photo of a receipt
- Let Sage AI predict and auto-fill the report fields
- Add to an expense report and submit from the mobile app
That means fewer errors, faster processing, and far less administrative lift for everyone involved.
What this means for the PS industry
Professional services firms have long operated with more complexity than their tech stacks can support. Whether it’s reconciling time entries, juggling rate structures, or trying to gain real-time insights into project health, the process hasn’t always kept up with the pace of work.
But that’s changing.
As one of our Sage experts put it:
“Sage is doubling down on its commitment to the PS industry and this session made it clear they’re not just catching up, they’re aiming to leap ahead.”
By bringing formerly third-party tools into the Sage ecosystem and building natively for flexibility, Sage is giving PS firms what they’ve always needed: a system that works as hard as they do.
See how Professional Services company, Epitec, boosted their efficiency for growth by switching to Sage Intacct.
Final take
Efficiency, automation, and visibility aren’t just buzzwords; they’re table stakes for growing professional services firms. Whether you’re managing a team of five or five hundred, Sage’s latest updates are built to help you bill faster, reduce overhead, and focus on delivering client value, not chasing paperwork.
At Alta Vista, we’re proud to partner with firms across industries to implement and optimize these tools for real-world results.
Let’s explore what’s possible, because working smarter starts with having the right systems in place.
