SOLUTIONS FOR ACCOUNTING LIMITED

Sage Intacct for Education

Sage Intacct is a powerful true cloud FMS with robust ledger management, and easy to use integrated reporting functionality.
As standard the system comes with 6 levels of dimensionality that can be added to all data at the point of entry , resulting in impressive and dynamic reporting capabilities.

Features

• Flexible configuration to meet organisational requirements
• Customisable user interfaces on individual secure user basis
• Automate processes, reducing manual input and errors
• Robust workflows to automate and record approvals
• 6 levels of chart of accounts dimensionality as standard
• Ease of data interrogation with click through functionality
• Powerful integrated, easy to use reporting and self service dashboards
• Configured for Companies Act, Charities SORP and ESFA statutory reporting
• Academies Accounts Return (AAR) reporting and automated submission
• Integration with other Sage Marketplace products

Benefits

• Simple imports for virtually all transaction types reducing manual processing
• Automation in several modules significantly reduces data processing tasks
• Fast, powerful filters, search and click-through improves interrogation efficiency
• Customisable reports can be scheduled to reduce report preparation time
• Intuitive UI promoting data input accuracy, improving data output quality
• Integrated reporting reducing off-system manipulation and generating pdfs from spreadsheets
• Empower budgetholders with self-service dashboards, budget visibility, reports and approvals
• Visualise financial performance across dimensions improving analysis and reporting integrity
• No year-end down-time or data loss facilitating simple multi-period reporting
• Integration of non-finance data to produce one-stop management reporting

• Education pricing available

Service documents

• Pricing document

  PDF

• Service definition document

  PDF

• Terms and conditions

  PDF

Request an accessible format

If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at enquiries@solutionscloud.uk. Tell them what format you need. It will help if you say what assistive technology you use.

Framework

G-Cloud 15

Service ID

504310581365919

Contact

Gareth Bezant
0115 840 5075
enquiries@solutionscloud.uk

About your service

• Service categories:

  Applications

  Enterprise resource management

  • Procurement
  • Order management and orchestration
  • Enterprise performance management
  • Project and portfolio management
  • Asset life-cycle management

  Financial

  • Financial and Accounting Applications
  • Accounts Payable Applications
  • Accounts Receivable Applications
• Multi cloud support: No

Service scope

• Software add-on or extension: No
• Cloud deployment model: Public cloud
• Service constraints: Service is subject to quarterly release schedules for the completion of planned maintenance and addition of functional enhancements. The dates for these releases are published in advance, however, and occur out of hours on Friday evenings to mitigate the impacts of this service constraint for anyone that uses the service.
• System requirements: An internet connection and supported browser (Edge, Chrome, Firefox, Safari).

User support

• Email or online ticketing support: Yes
• Support response times: We provide comprehensive email and telephone support with all software subscriptions.; ; Internally, our SLA for response is 4 business hours (Monday – Friday 08:30-17:30) exc. Bank holidays, with emergency support provided between Christmas and the New Year period.
• User can manage status and priority of support tickets: Yes
• Online ticketing support accessibility: WCAG 2.2 AA
• Phone support: Yes
• Phone support availability: 9 to 5 (UK time), Monday to Friday
• Web chat support: No
• Onsite support: Yes, at extra cost
• Support levels: We operate a single comprehensive support package model offering:; Unlimited use of the support helpdesk, delivered by our highly experienced and qualified product experts; either by phone or by email, according to customer preference.; ; The service is available between the hours of 8:30am and 5:30pm, 5 days a week, with an average response time of less than 4 hours, and with 86% of support calls being resolved during the first contact.; ; We have one of the biggest Sage support teams in the UK and their exceptional level of service been consistently recognised by Sage. Having recently been awarded us Customer Success Partner of the year, we are also Sage Platinum Club and Circle of Excellence winners.; ; All customers are allocated a dedicated Customer Success Manager who will function as the technical account manager and cloud support engineer for each client.; ; Within the Intacct product there is in-screen access to extensive and easily searchable help function and training resources.; ; Additionally, as a customer, the user can join the Intacct Community granting access to the knowledge base, where users ask or search previously asked questions, receiving answers from other users and experts worldwide.; ; Online demonstrations prior to purchase are available free.
• Support available to third parties: Yes

Onboarding and offboarding

• Getting started: Solutions for Accounting provide fully managed service implementation including training, delivered both onsite and remotely in line with the needs and preferences of our clients. We also provide a host of other training resources including knowledge bases and any time learning. During implementation, a testing and training instance of the system is also available that all users will have access to.; ; Reviews and improvement measures are implemented quarterly to ensure the efficacy of training modules delivered to all our clients. We will conduct regular feedback collection measures with clients, through both in-application feedback options (which will also be included on our website), and through online surveys to gauge reception of our initiation training procedures.; ; User documentation will also be provided in PDF format for all clients to ensure continued access to the correct information regarding the initial use of the service.
• Service documentation: Yes
• Documentation formats: PDF
• End-of-contract data extraction: Solutions adhere to all relevant data protection guidelines and legislation.; Under GDPR nomenclature the customer is the Data Owner and has complete control over extracting their data from the system.; As such, at the end of the contract, users extract data through reports provided in flat file format.; Customers are also offered the option to have their data extracted utilising a database, where data can be extracted. Nominal charges apply.; Archive read only licenses are available should the customer decide to keep the data on the system. Additional charges would apply.
• End-of-contract process: At the end of the contract, where both parties have performed all of their obligations, including all expressed and implied terms, we will follow our usual process. At this time, if there is no arrangement in place to keep the data in an archive company, then user access will be locked, and the data will be securely and completely deleted from the system. This will work in compliance with Article 17 of GDPR and ICO guidelines. As such, all data will, most often, be deleted within 30 days. In situations where requests are more complex, information will be deleted within 60 days, and the client will be given notification of the reason for this.; ; Solutions hold our clients at the forefront of everything we do. Thus, no additional costs are involved when a user cancels their subscription or re-activates it again in the future.
• Documentation accessibility standard: WCAG 2.2 AA

Using the service

• Web browser interface: Yes
• Supported browsers:
  • Microsoft Edge
  • Firefox
  • Chrome
  • Safari
• Application to install: No
• Designed for use on mobile devices: Yes
• Differences between the mobile and desktop service: Development of our service has been done with consideration made for both web and mobile users. The mobile service has optimised web page focusses on specific tasks (approvals and dashboards). The mobile application is designed to be used as a tool and allows for content to be accessed, tasks to be completed, and for records to be completed and maintained on the go.
• Service interface: No
• User support accessibility: WCAG 2.2 AA
• API: Yes
• What users can and can't do using the API: Solutions for Accounting have a fully functional API across the entire product. Functions in the API can be divided into two broad categories:; ; •Generic functions that can operate on multiple types of objects. For example, the create function can be used to add a new account in General Ledger, a new vendor in Account Payable, a new bill in Accounts Receivable. Other generic functions include read, update, delete, lookup, and query.; ; •Object specific functions that only operate on a single type of object. For example, the create customer function can only be used to create a customer in Accounts Receivable. These functions are labelled as Legacy in the documentation and are typically not enhanced in new releases. There are cases in which they are the only functions available to accomplish a specific task.; ; •Clients can use a mix of generic and legacy function in their application.; ; •If an object or function is not included in the API documentation, it is likely not supported yet, and subject to change. Clients can post ideas to the Sage Intacct Community or log a support case to inquire about the status of such objects and functions.; ; •API documentation is provided.
• API documentation: Yes
• API documentation formats: HTML
• API sandbox or test environment: Yes
• Customisation available: Yes
• Description of customisation: Intacct is a powerful, flexible, and customisable FMS.; The level of customisation starts with the company and chart of accounts dimensional structure and encompasses user roles, their access, input accessibility and ensuing workflows that are all built to the customers specification. The customer is appropriately trained to maintain and amend this themselves as their business changes or grows.; Different public sector organisations will have wildly differing requirements for their chart of accounts such that they can report under their various reporting frameworks. For example, the ESFA Academies Chart of accounts can be used by Academy Trusts simplifying their statutory reporting however the customisation of account grouping designations and the use of purchasing and sales items can make this more accessible to users. Improving data input resulting in more accurate data output.; The integrated report writer is extremely powerful allowing customers to build their own customised reports as required.; Additional customisation is typically done by integration although development on the systems own platform is also possible. The service is fully capable of integration with existing client systems, allowing clients to tailor this to their specific business needs.

Scaling

• Independence of resources: Solutions are committed to guaranteeing that users aren’t affected by the demand other users are placing on our service. For this reason, we utilise our public cloud offering, on Amazon Web Services (AWS). This is a comprehensive, evolving cloud computing platform, provided by Amazon, which gives us control of how traffic flows within our service. This is facilitated by an enterprise level agreement between Sage and AWS.

Analytics

• Service usage metrics: Yes
• Metrics types: In terms of service usage metrics, Solutions are committed to providing audit logs of user activity, as well as user log in reporting. This allows us to monitor the activity of users, in order to deduce information regarding the quality of our service. These are readily available within the system as standard or bespoke reports. Service availability metrics are also readily available via a service status website.
• Reporting types: Regular reports
• Resource tagging: Yes
• FOCUS resource tagging: No

Resellers

• Supplier type: Reseller providing extra features and support
• Organisation whose services are being resold: Sage Group plc

Staff security

• Staff security clearance: Other security clearance
• Government security clearance: Security Clearance (SC)

Asset protection

• Knowledge of data storage and processing locations: Yes
• Data storage and processing locations:
  • United Kingdom
  • European Economic Area (EEA)
• User control over data storage and processing locations: No
• Datacentre security standards: Complies with a recognised standard (for example CSA CCM version 4.0)
• Penetration testing frequency: At least once a year
• Penetration testing approach: Another external penetration testing organisation
• Protecting data at rest: Other
• Other data at rest protection approach: When encryption at rest is mandated by law or regulation, or Sage Intacct determines that encryption is necessary, our production data and backups can be encrypted at rest using Triple-DES 128-bit or AES-256 block-level storage encryption.
• Data sanitisation process: No
• Equipment disposal approach: Complying with a recognised standard, for example CSA CCM v4.0, CAS (Sanitisation) or ISO/IEC 27001

Data importing and exporting

• Data export approach: Intacct data can be extracted simply from reports or lists within the various modules of the product.; An export button is part of the UI on list screens or reports when viewing in html.; The data can be exported as variously Excel, Word, csv, pdf, or txt dependant upon the data or module.
• Data export formats: CSV
• Data import formats: CSV

Data-in-transit protection

• Data protection between buyer and supplier networks: TLS (version 1.2 or above)
• Data protection within supplier network: IPsec or TLS VPN gateway

Availability and resilience

• Guaranteed availability: Our goal is to provide 24/7 availability of the Sage Intacct service, and we offer subscription credits for availability below 99.8% as our standard Service Level Agreement. Clients can receive a credit of 10% of their subscription fees for the month, if outage events occur, for every percentage point that Service Availability falls below 99.8%, up to a maximum of 50% of the applicable subscription fees for that month. To receive credit, clients must submit a request within 15 days following the month that events occurred. Any credit will be applied against subsequent monthly subscription fees due, or, refunded to the client. The availability of the Sage Intacct application service is backed up by a complete disaster recovery programme.; ; Our system performs regular transaction log backups and daily data backups to redundant local storage, periodically replicated offsite, and transaction backups are frequently replicated offsite for disaster recovery. No more than 4 hours of a customer’s transactional work will be lost due to catastrophic events (Recovery Point Objective), and in the event of a disaster, the application service will be available within 24 hours (Recovery Time Objective).
• Approach to resilience: Available on request.
• Outage reporting: Solutions are committed to promptly reporting any service outages.; Live service status is available on the Sage Intacct website and outages are posted publicly both by Sage directly and as notices posted in the product at login.; ; In the event of an outage, we operate the following steps in communicating with clients:; 1. Send an initial message out, which acknowledges the issue at the outset.; 2. Communicate the scope of the outage with customers, how far it reaches and who is affected, via the public dashboard.; 3. Offer alternatives and backup options to customers, which will work in the meantime, whilst the outage is in operation.; 4. Give further context to the client around what the issue is.; 5. Follow up regularly with customers, giving frequent updates to them using the public dashboard.

Identity and authentication

• User authentication needed: Yes
• User authentication:
  • Multi-Factor Authentication (MFA)
  • Username or password
• Access restrictions in management interfaces and support channels: In order to restrict access in management interfaces and support channels, access to all aspects of the system is permission based on a named user basis. This ensures that access is limited, in so far that only known and trusted persons have access to the management interface, and support channels. Thus, security is enhanced across the entire service as a result.
• Access restriction testing frequency: At least once a year
• Management access authentication:
  • Multi-Factor Authentication (MFA)
  • Username or password
  • Other
• Description of management access authentication: In addition at the customer's request they can make use of SSO (Single sign on) to access their FMS, in accordance with their own ICT security policies.

Audit information for users

• Access to user activity audit information: Users have access to real-time audit information
• How long user audit data is stored for: At least 12 months
• Access to supplier activity audit information: Users have access to real-time audit information
• How long supplier audit data is stored for: At least 12 months
• How long system logs are stored for: At least 12 months

Security governance

• Named board-level person responsible for service security: Yes
• Security governance certified: Yes
• Security governance standards: Other
• Other security governance standards: Solutions hold Cyber Essentials Plus Certification.; Sage Intacct controls the secure development of our software, including updates, patches, change management, and incident management related to software.; ; Software upgrades are controlled on the AWS platform, with automated testing and security checks required. Further, changes and releases are managed through Sage SDLC.
• Information security policies and processes: Regarding information security, Solutions hold the Cyber Essentials Plus certification. We take the security of customers’ data seriously and adhere to Sage’s policy and procedure in this realm.; Sage policies are published and available to all employees on their Intranet, supported by standards and procedures based on leading information security frameworks such as ISO 27001. These cover information security, acceptable use of Sage systems and applications, secure software development, information classification and data handling.; In order to ensure policies are followed, they perform types of internal and third-party audits to validate compliance for all core business activities relating to the operational delivery of their secure, global cloud finance management system:; • SSAE 18 SOC 1 Type II; • SOC 2 Type II; • ISAE 3402 / ISAE 3000; • PCI-DCC Level 1 (US); • HIPAA (US); • GDPR (UK & EU); Sage’s Global Chief Information Security Officer (CISO) is responsible for all audits and updates to policy and procedure. This is yearly updated in correspondence with any related changes in legislation or best practice.; To further ensure policies are followed, we conduct regular security training and awareness campaigns to embed and reinforce a culture of security throughout our organisation.
• Software Security Code of Practice: Yes

Operational security

• Configuration and change management standard: Complies with a recognised standard, for example CSA CCM v4.0 or SSAE-18 / ISAE 3402
• Configuration and change management approach: Sage manages configuration and change. Changes and releases are managed through the Sage SDLC, are strictly controlled and a history of all changes and approvals is recorded in their change, case management and version control systems.; All changes to the cloud environment for the platform require the following to be documented in the change ticket in advance and scheduled to provide the least impact, in order to assess them for potential security impact:; - Risk Summary.; - Impact Severity.; - Impact Scope.; - Verification Plan.; - Back-out plan.
• Vulnerability management type: Complies with a recognised standard, for example CSA CCM v4.0 or SSAE-18 / ISAE 3402
• Vulnerability management approach: Solution utilise Sage for vulnerability management, who align with industry standards and best practices (i.e., ISO 27001, OWASP) to ensure vulnerabilities are remediated.; ; Sage carries out security threat assessments using industry-standard risk assessment methodology, and threat modelling is incorporated into application design. The AWS platform is also a fully managed, cloud-based service meaning that the set-up, maintenance, upgrades, patching and monitoring of the physical servers, networks, and associated infrastructure is all provided by AWS. AWS also identify potential risks, and support our security through:; - Tracking access activities.; - Revoking access permissions.; - Responding to and analysing security threats.
• Protective monitoring type: Complies with a recognised standard, for example CSA CCM v4.0 or SSAE-18 / ISAE 3402
• Protective monitoring approach: Security-related audit logs are generated and reviewed regularly for indicators of compromise or other relevant suspicious activity. Logs are maintained for at least 1 year. In the event that a review of the audit logs reveals reasonable evidence of a security incident, appropriate action would be taken in accordance with the Security Incident Response Plan.; This Security Incident Response Plan details procedures to be followed in the event of suspected compromise. Our incident response process is tested, at least, annually and addresses specific requirements related to PCI, HIPAA, and GDPR, CCPA and other security and privacy regulations and requirements.
• Incident management type: Complies with a recognised standard, for example, CSA CCM v4.0 or ISO/IEC 27035:2011 or SSAE-18 / ISAE 3402
• Incident management approach: Our incident management process includes reporting, assessment, containment, and resolution procedures, and keeping detailed records of incidents. We audit this process annually, or sooner if changes occur. Incidents are reported to stakeholders promptly, in accordance with legal and regulatory obligations.; According to Sage’s sponsored, globally approved Incident, Emergency and Crisis Management Policy, in the event of a suspected or confirmed data breach, the Incident process is invoked with additional support from dedicated legal experts. If required, we will notify the ICO in accordance with legal and regulatory obligations.; All reporting will be directed via the Solutions for Accounting support desk.
• Post-quantum cryptography secure: No

Secure development

• Approach to secure software development best practice: Independent review of processes (for example CESG CPA Build Standard, ISO/IEC 27034, ISO/IEC 27001 or CSA CCM v4.0)

Public sector networks

• Connection to public sector networks: No

Pricing

• Discount for educational organisations: Yes
• Free trial available: No

Discount percentage by annual call-off contract value (excluding VAT)

• Less than £250,000: 0%
• Between £250,000 and £500,000: 0%
• Between £500,001 and £1,000,000: 0%
• Between £1,000,001 and £2,500,000: 0%
• Between £2,500,001 and £5,000,000: 0%
• Over £5,000,001: 0%

Non-mandatory Standards and certifications

• ISO/IEC 27001 certification: No
• ISO 28000:2022 certification: No
• ISO 9001 certification: No
• Quality management systems (QMS): Yes
• CSA STAR certification: No
• PCI certification: No
• Cyber essentials: Yes
• Please provide your Cyber Essentials Certificate Number: C385dd30-492a-4d79-8e88-1887c1cdd0d3
• Cyber essentials plus: Yes
• Please provide your Cyber Essentials Plus Certificate Number: 3e394a24-8705-41af-8056-22ac92369709
• Other security certifications: No

Social value

• Section B - Commitment for Future: Delivery:

  • Mission: Kick start economic growth. To secure the highest sustained growth in the G7 - with good jobs and productivity growth in every part of the country making everyone, not just a few, better off.

    Policy Outcome 1: Fair work: That offers fair wages and good working conditions. Help people get a job, stay in work, and progress in their careers, with good employment opportunities across the country. Notes: Where there is a large proportion of labour costs in the contract, commercial teams should consider MAC in Outcome 1 as a priority

    • New or retained jobs on the contract workforce in the relevant area that meet the criteria set out in MAC 1b, 1c and 1d
    • Providing opportunities for, and measuring and monitoring of, staff workforce conditions over time, including employee engagement, involvement in decision-making and satisfaction and adapting to any changes in the results, with clear processes for acting on issues identified
    • Plans to engage the contract workforce in deciding the most important workplace issues to address
    • Employment contracts that reflect actual hours worked; steps taken to ensure employees understand their contracts and have the ability to review and adjust them if actual hours regularly exceed contracted hours
    • Activities that support an environment where staff are educated about, and feel empowered to, address their physical wellbeing
    • Activities that support an environment where staff are educated about and feel empowered to report and address bullying and harassment
    • Payment of more than the National Minimum Wage or National Living Wage (as appropriate) to the contract workforce
    • Monitoring and reporting of gender and ethnicity pay gaps and plans to address them where necessary
    • Entitlement to sick pay for the contract workforce, with provision in place for any staff who do not meet the earnings threshold for statutory sick pay, payment of sick pay from day one of absence and payment of staff on the contract workforce who are off sick a replacement income of 100% of their usual earnings for as long as possible
    • Understanding of in-work progression issues affecting the market, industry or sector relevant to the contract, and in the supplier’s own organisation and those of its key sub-contractors
    • Measures to support in-work progression to help people in the contract workforce, to move into higher paid work by developing new skills relevant to the contract
    • Support for the contract workforce by providing career advice, and providing opportunities for staff working on the contract with in-work progression career development into known skills shortages or high growth areas
    • Support for educational attainment relevant to the contract, including training schemes that address skills gaps and result in recognised qualifications
    • Volunteering opportunities for staff
    • Understanding of the modern slavery risks and issues affecting the market, industry, sector or country (of origin or of source) relevant to the contract, and the workforce in the supplier’s own organisation and those of its key subcontractors

  • Mission: Kick start economic growth. To secure the highest sustained growth in the G7 - with good jobs and productivity growth in every part of the country making everyone, not just a few, better off.

    Policy Outcome 2: Skills for growth: Supporting growth sectors and addressing skills gaps.

    • Understanding of employment and relevant skills issues, and of the education and training issues relating to the contract. Illustrative examples: demographics, skills shortages, new opportunities in high growth sectors, geographic/local community and skills/employment challenges
    • Support for educational attainment relevant to the contract, including training schemes that address skills gaps and result in recognised qualifications

  • Mission: Kick start economic growth. To secure the highest sustained growth in the G7 - with good jobs and productivity growth in every part of the country making everyone, not just a few, better off.

    Policy Outcome 3: Resilient, innovative and flexible supply chains: Support economic growth through enabling resilient businesses, opportunities for small businesses and voluntary, community and social enterprises

    • Understanding of the types of businesses in the market and the level of participation by new businesses, entrepreneurs, start-ups, SMEs, VCSEs and mutuals
    • Plans to respond flexibly and adapt approaches to community engagement and initiatives

  • Mission: Make Britain a clean energy superpower: To cut bills, create jobs and deliver security with cheaper, zero-carbon electricity by 2030, accelerating to net zero

    Policy Outcome 4: Sustainable procurement practices: Reducing carbon footprints, minimising waste, and promoting the use of clean energy and green technologies.

    • Understanding of opportunities for additional environmental benefits delivery in the performance of the contract, including working towards net zero carbon emissions and use of clean energy and green technologies
    • Collaborative ways of working with the supply chain to deliver additional environmental benefits in the performance of the contract, including working towards net zero carbon emissions and use of clean energy and green technologies
    • Understanding of how to influence staff, suppliers, customers, communities and/or any other appropriate stakeholders through the delivery of the contract to support climate and nature protection and improvement

  • Mission: Break down barriers to opportunity: By reforming our childcare and education systems, to make sure there is no class ceiling on the ambitions of young people in Britain

    Policy Outcome 6: Employment and training: For those who face barriers to employment

    • Understanding of employment and skills issues, and of the skills and employment shortages of high growth sectors relating to the contract
    • Understanding of the issues affecting the representation of disabled people in the workforce in the market, industry or sector relevant to the contract, and in the supplier’s own organisation and those of its key sub-contractors
    • Collection of the views and expertise of disabled people and their representative organisations on successfully supporting disabled employees or applicants
    • Inclusive and accessible recruitment practices, and retention-focused activities, including those provided in the Guide for line managers on recruiting, managing and developing people with a disability or health condition
    • Introducing transparency to pay and reward processes
    • Working conditions which promote an inclusive working environment and promote retention and progression
    • Understanding of the issues affecting inequality in employment, skills and pay in the market, industry or sector relevant to the contract, and in the supplier’s own organisation and those of its key sub-contractors. Measures to tackle inequality in employment, skills and pay in the contract workforce
    • Inclusive and accessible development practices, including guidance for line managers on recruiting, managing and developing people with a disability or health condition

  • Mission: Break down barriers to opportunity: By reforming our childcare and education systems, to make sure there is no class ceiling on the ambitions of young people in Britain

    Policy Outcome 7: Creating a pipeline of opportunities: For the contract workforce, reducing barriers to entry for under-represented groups.

    • Understanding of the issues affecting the development of new skills by target cohort
    • Understanding of issues relating to entering the contract workforce

  • Mission: Build an NHS fit for the future: That is there when people need it; with fewer lives lost to the biggest killers; in a fairer Britain, where everyone lives well for longer.

    Policy Outcome 8: Increasing productivity through physical and mental wellbeing: In the supply chain and communities in the relevant area.

    • Understanding of issues relating to health and wellbeing, including physical and mental health, in the contract workforce
    • Understanding barriers to access to health and social care services or employment opportunities e.g. digital inclusion

Service documents

• Pricing document

  PDF

• Service definition document

  PDF

• Terms and conditions

  PDF

Request an accessible format

If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at enquiries@solutionscloud.uk. Tell them what format you need. It will help if you say what assistive technology you use.