Core financials
Manage the general ledger, accounts payable, accounts receivable, cash and purchasing with strong controls, automation and comprehensive audit trails.
Sage Intacct for academy trusts
Making education finance add up
Sage
Intacct
Powerful cloud finance enhanced for the complexities of education
Sage Intacct gives academy trusts the financial control, visibility and flexibility they need to manage multiple schools within one connected finance platform. From individual academies and departments through to trust-wide consolidation, it makes the numbers easier to understand and gives leaders the information they need to make confident decisions.
Combined with HogePortal and Hoge's understanding of academy finance it provides a platform that will not simply account for what has happened, but will help your trust manage what happens next.
“The simple fact that I can trust my data is enormous to me. What’s going onto my system is in much better shape, and the potential to do more is there.”
Emma Goodwin — Djanogly Learning Trust
Every school. The whole trust.
One financial system. A live view across your academy trust.
Sage Intacct's dimensional structure lets you analyse transactions by academy, department, fund, project, cost centre and other characteristics without creating an increasingly complicated chart of accounts.
Consolidate centrally while preserving the reporting, budgets and accountability required by each school. Customisable dashboards and drillable reports take finance leaders from a trust-wide summary to an individual transaction in moments.
- Multi-academy accounting and automated consolidation
- School, department, fund and project reporting
- Dimensional analysis without spreadsheet workarounds
- Real-time visibility of performance, cash and commitments
Academy A
Academy B
Academy C
Academy D
Trust-wideFinance
Core capabilities
Finance that can grow with your trust
Whether you operate two academies or dozens, Sage Intacct adapts as your trust develops while maintaining consistent controls and clear school-level accountability.
Multi-academy accounting
Manage individual academies within a common structure while simplifying inter-school transactions, consolidation and trust-wide reporting.
Dashboards and dimensions
Analyse finance by academy, department, fund, project or activity and create tailored, drillable dashboards for each responsibility.
Accounts payable automation
Reduce manual invoice handling through data capture, matching, controlled approvals and clear exception management.
Budgeting and forecasting
Connect actual results with HogeBudgets that is an integral module within HogePortal, or, if you wish, use the integration with IMP Planner for annual and multi-year forecasting.
Connected education finance
Use Intacct's API to connect MIS, payroll, banking, reporting and other systems used across your trust.
1
Invoice capturedData extracted and checked
2
Approval routedRight person, right threshold
?
Ready to postExceptions remain visible
Less manual work
Automate the routine. Keep control of every commitment.
Repeated entry, chasing approvals and reconciling disconnected files consume time that academy finance teams need for analysis. Sage Intacct automates core accounting while HogePortal extends controlled processes to budget holders and school staff.
Users can request purchases, approve expenditure and view their budgets without needing to work directly in the accounting system. Finance retains the controls, visibility and audit trail needed across the trust.
- Approval workflows aligned with your scheme of delegation
- Budget checking before expenditure is approved
- Purchase orders, goods received and invoice matching
- Real-time commitment information
- Recurring transactions and automated allocations
- Audit trails and permission-based access
Budgeting and forecasting
Understand where you are going, not simply where you have been.
Academy budgets and forecasts need to reflect staffing, funding, pupil numbers, cost pressures and decisions being made throughout the trust. Sage Intacct provides the financial foundation for comparing budgets, forecasts and actual expenditure.
With HogeFinance, trusts can use the integral HogeBudgets module or continue with another supported specialist academy planning platform.
- Annual and multi-year budgets
- Reforecasting and scenario modelling
- Budget-versus-actual reporting
- School and trust-level planning
- Integration between plans and actual results
Scenarios
Base plan
Funding change
Staffing change
Reforecast
Forecast by period
Integrations
Bring your education systems together
Academy trusts depend on information flowing between finance, payroll, budgeting, procurement, banking and other operational systems. Intacct's open architecture provides the foundation for a connected education finance environment.
Purchasing and suppliers
Connect requisitions, purchase orders, goods received and invoices. Supplier ecommerce baskets can return directly to HogePortal as purchase requests.
Payroll and staffing
Import detailed payroll journals and analyse staffing expenditure across academies, departments and other dimensions.
Budgeting systems
Connect actual financial information with HogeBudgets or your supported planning platform, reducing manual exports and duplicated work.
MIS and education systems
Use APIs and established integrations to connect finance with MIS, banking, reporting and other systems used by your trust.
Sage Intacct + HogePortal
Powerful accounting underneath. Education-specific processes on top.
Sage Intacct provides the accounting engine at the heart of HogeFinance. HogePortal adds the purchasing, approvals, commitments and straightforward reporting needed by academy staff and budget holders.
Core accounting
Trust consolidation
Purchasing and approvals
Budget checking
School reporting
Connected systems
Implementation
Designed around the way your trust works
Moving finance systems is not simply a software installation. Hoge 100 works with your team to understand the trust structure, reporting requirements, controls, integrations and historic data before configuration begins.
Discover and design
Understand your academies, reporting structure, dimensions, funds, approval processes, integrations and statutory requirements.
Configure and migrate
Build the financial structure, migrate data, configure reports and dashboards, establish integrations and test everyday processes.
Launch and improve
Train finance staff and other users, support go-live and continue improving reports and processes as your trust evolves.
Hoge 100 support
Knowledgeable people at the end of the phone—not just a ticket number.
Your finance system is critical to the day-to-day running of your trust. When you need help, you should be able to speak to someone who understands both the software and academy finance.
Hoge 100 provides direct access to experienced consultants who work with academy trusts every day. We continue helping your team solve problems, improve processes and make better use of the system long after go-live.
Real people.
Practical help from a team that understands your finance system and the way your academy trust works.
Frequently asked questions
Considering Sage Intacct for your academy trust?
Is Sage Intacct fully cloud based?
Yes. Sage Intacct is delivered as a cloud financial management platform, so authorised users can work through a web browser without maintaining an on-premise finance server.
Can Sage Intacct manage multiple academies?
Yes. Sage Intacct's multi-entity architecture is particularly well suited to multi-academy trusts. Each academy can retain its financial identity and reporting while the central team maintains consolidated trust-wide control.
Can we report separately for schools, departments and funds?
Yes. Dimensions allow transactions to be analysed by academy, department, fund, project and other reporting categories without making the nominal ledger unnecessarily complex.
Can headteachers and budget holders see their own information?
Yes. HogePortal gives school leaders and budget holders access to straightforward education-focused dashboards, reports, purchasing and approvals without requiring them to become Sage Intacct users.
Does it support commitments?
Yes. HogePortal manages commitments as part of the academy purchasing process, giving authorised users an up-to-date view of expenditure against budget as orders are placed and received.
Will Sage Intacct integrate with our existing systems?
Yes, where suitable interfaces are available. Sage Intacct has an extensive API, and Hoge 100 can connect finance with budgeting, payroll, purchasing, banking and other education systems.
How long does implementation take?
Timescales depend on scope, data quality, entity structure, integrations, reporting requirements and team availability. A discovery phase is used to create a realistic implementation plan rather than applying a one-size-fits-all timetable.
Making education finance add up
Bring powerful cloud accounting, academy-specific financial control and straightforward reporting together in one connected platform.
Sage and Sage Intacct are trademarks of The Sage Group plc. Product capabilities should be confirmed against your chosen subscription and implementation scope. View the official Sage Intacct product page.