Sage Intacct licensing covers Sage’s cloud financial management service, sold in the United States by Sage Intacct, Inc. directly, through resellers and through accounting firms. The contract is the Sage Intacct Terms of Service together with the customer’s Order, any Statement of Work and the Data Processing Agreement.[1] Sage’s customer terms page says these terms apply “if your Order Schedule is with Sage Intacct, Inc. or a reseller thereof”, and lists addenda for the Buy with Confidence Program service levels, Sage AI services, payroll, expense management and HCM services.[2]
The licence is a right of access, not a software licence. Section 2.1 grants “a limited-term, non-exclusive, non-sublicensable, non-transferable (except as expressly permitted herein) right to access and use the Services specified in your Order(s) solely for your internal business purposes”.[1] Desktop or mobile components that some modules need, called Downloadable Components, are treated as part of the Services and are licensed only while the subscription to the module that uses them lasts.[1]
Editions
Sage does not sell Sage Intacct in fixed editions with public prices. Its pricing page says plans “are based on the modules that are included to fit the specific needs of your organization” and that each solution is a combination of modules.[7] What a customer has bought is therefore found on the Order: the modules, the user subscriptions by user type, and the performance tier.
Some user types depend on modules. The Warehouse user type is available only with Inventory Control, Project Manager only with Projects, Construction Manager only with Construction, and Platform only with Platform Services.[4]
Metrics
- Sage Intacct User: “a named individual authorized by you to use the Services, for whom you have purchased a subscription, and who has been supplied with user credentials”.[1]
- User types, of which the catalog records Business user and Employee user. Sage’s help says “Different fees are associated with each of the user types.”[3]
- API transaction, counted against the performance tier for the company’s integrations.[5]
Counting / floors
Named user subscriptions
Unless an Order says otherwise, Services are time-based subscriptions and each User must have a valid subscription. User subscriptions “are for named Users and cannot be shared with other person(s)”, but may be reassigned from a user who stops using the Services to a new named user.[1] Reassignment is therefore allowed for leavers and role changes, but rotating one login among several people is not. Sage reserves the right to monitor use to verify subscription limits.[1] Catalog proof: Sage Intacct user subscriptions are named and cannot be shared; Sage may monitor Sage Intacct use to verify subscription limits.
User types
The user type defines the most a user can see or do. Permissions and roles then narrow that, but users “cannot access features and activities beyond what’s allowed by their user type, regardless of their role or permissions”.[3] Because fees differ by type, the type assigned to each user is the main cost driver after the user count.
| User type | What the vendor documentation allows | Prerequisite |
|---|---|---|
| Business | Any level of access; all full and limited admin users must be Business users; financial accounting transactions | None |
| Employee | Own timesheets and expenses, purchase requisitions, approvals of timesheets, expenses, bills, AP payments and purchasing; dashboards and reports; no financial accounting transactions | None |
| Project Manager | Project functions | Projects subscription |
| Construction Manager | Project Manager rights plus project invoices | Construction subscription |
| Warehouse | Order Entry, Purchasing and Inventory Control transactions, price lists, replenishment, kits | Inventory Control subscription |
| Platform | Employee rights plus custom Platform Services applications | Platform Services subscription |
| CRM | Salesforce integration; no direct login | None stated |
| Client, Payment Approver | Accountant console users | Accountant consoles only |
The table summarises Sage’s user type descriptions.[4] Business users are “the only users who can directly affect the General Ledger”, so an accounts payable clerk who enters or pays bills must be a Business user, while a user who only enters timesheets or expenses can be an Employee user.[3] Catalog proof: Sage Intacct user type sets the maximum access and the fee; Sage Intacct Employee users cannot post accounting transactions.
API transactions and performance tiers
The API licence in section 13.1 depends on “the payment of any applicable fees (i.e., API transaction fees or overage fees associated with your performance tier)”. API credentials may not be shared, and Sage may monitor API use.[1] The help page on API usage defines the unit:
- each record created, updated or deleted is one transaction;
- a bill or invoice written with its lines in a single method is one transaction, while contracts and contract lines with separate methods count each call;
- each read call, and each readMore call for another page, is one transaction whatever the number of records returned.[5]
Business users with admin rights can see API usage from all sources, including custom integrations, partner integrations and Sage applications, for the current month and the previous three months. Dashboard data can be up to two days old, and real-time usage objects keep data for up to 60 days.[5] The cited documents do not publish the size of each performance tier. Catalog proof: Sage Intacct API transactions are counted per record written and per read call.
Entities
Multi-entity shared companies hold several entities, each a separate tax identification or self-balancing set of books, under one top level that shares users, chart of accounts, customers, vendors and employees. Sage Intacct supports up to 31,999 entities, and deleted entities still count toward that limit.[6] Users are defined once at the top level and can be restricted to particular entities, so a user who works in several entities still holds one user subscription. The cited documents do not say how entities are priced; entity counts, if priced, appear on the Order.
Changing quantities
Adding more of an item already subscribed is billed pro rata “at the price of the underlying preexisting subscription”; adding a new item is billed pro rata at the then-current list price.[1] Subscriptions added mid-period run only for the rest of the current period, so all lines co-terminate. The Terms of Service have no clause for reducing quantities during a term; the term runs for the period on the Order, and changes are made in the renewal Order.[1] Catalog proof: Sage Intacct add-ons are prorated and co-terminous.
Term, renewal and price changes
All subscriptions renew automatically for one year, or for another renewal term set in the renewal Order, unless either party gives notice of non-renewal at least 30 days before the end of the period (45 days for Sage People). If no renewal Order is signed, Sage may suspend access until one is.[1] Sage must give at least 30 days notice of fee changes, which normally apply from the next renewal term that starts at least 30 days after the notice.[1] Sage may also amend the Terms of Service by notice; a customer facing a material adverse change can object within 30 days and keep the old terms until the current subscription period ends.[1] Catalog proof: Sage Intacct subscriptions renew for one year unless 30 days notice is given.
On expiry or termination all User licences end and prepaid fees are not refunded unless the customer terminated for Sage’s material breach. Customer Data stays in production for up to 90 days, during which Sage may help export it at its hourly consulting rate; longer storage is available as paid archival Services.[1] Catalog proof: Sage Intacct Customer Data kept for up to 90 days after termination.
Restrictions
Customers may not provide the Services to third parties other than their Users, use them as a service bureau, or get around use limits in an Order, the Services or the Documentation.[1] They may not use the Services to build a competing product or “to benchmark with a non-Sage product or service”.[1]
Virtualization & partitioning
Not applicable: Sage Intacct is a hosted service and the Terms of Service contain no host, processor or virtual machine metric. Downloadable Components run on supported desktop or mobile devices for the users who subscribe to the modules that need them.[1]
Cloud / BYOL
Sage Intacct is only offered as Sage’s cloud service, so bring-your-own-licence does not apply. Third-Party Services, meaning products, tools or services from providers other than Sage, are outside the Services and carry their own terms; Sage does not guarantee they will keep working with the Services.[1] AI features such as AP Bill Automation and Sage Copilot are governed by the Sage AI Services Addendum, which section 13.3 incorporates.[1]
Programs
Reseller purchases. An order placed with an authorised reseller (VAR) is an Order under the Terms of Service. Payment is owed to the reseller, the reseller gives first-tier support, and non-payment to the reseller is a material breach.[1]
Sage Intacct accountants program (SIAP). When an accounting firm in the program sells the subscription, payment is owed to the SIAP, section 4 (Fees) does not apply, and support comes from the SIAP unless a Statement of Work says otherwise.[1] In both partner routes the customer still accepts the Terms of Service with Sage, so licence rights and restrictions do not change with the channel. Catalog proof: Sage Intacct orders through a reseller or SIAP still bind the customer to the Terms of Service.
Out of scope
This article does not cover Sage Intacct terms outside the United States, the service level, AI, payroll, expense and HCM addenda,[2] or the Salesforce platform terms that apply to Sage People.[1]