Sage Intacct for Healthcare

HIPAA-Ready Financial Automation for Clinics, Practices & Care Networks

With 30+ years of industry experience, BTerrell helps you simplify accounting, improve financial visibility, and grow with Sage Intacct — the only AICPA-preferred cloud accounting & ERP solution.

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The Problem

Generic Accounting Software Wasn't Built for Healthcare

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Fragmented Multi-Entity Reporting

Locations, practices, and cost centers live in spreadsheets, not one consolidated view.

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Clinical Data Locked in Your EMR

Financial and clinical systems don't talk, so leadership decides on stale numbers.

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Compliance Risk You Can't Outsource

HIPAA, HITECH, and ASC 606 demand audit-ready records legacy ERP can't produce.

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A Month-End Close That Eats Your Week

Manual entries and reconciliations steal time from analysis that moves the organization forward.

One Financial Platform for Every Healthcare Organization

From independent practices to complex health systems, Sage Intacct helps healthcare organizations streamline operations, improve visibility, and scale with confidence.

Behavioral Health

Track program profitability, funding restrictions, and payer reimbursements while gaining clearer insight across programs and locations.

Dental & DSO

Simplify consolidation and scale efficiently from a few dental practices to hundreds of locations without rebuilding your finance stack.

Hospice & Home Care

Gain better control over multi-payer revenue, service-line performance, and workforce costs across home-based care operations.

Orthopedic & Sports Medicine

Measure profitability by provider, procedure, service line, and location as your practice adds surgeons and expands services.

Primary Care & Medical Groups

Standardize processes across acquired practices while maintaining the location-level reporting each medical group needs.

Senior Living & Long-Term Care

Monitor occupancy-driven revenue and streamline reporting across communities with greater insight into long-term care performance.

What Sage Intacct Delivers

Maximize Your Healthcare Accounting Operations

Rated #1 in customer satisfaction for Accounting Software on G2, Sage Intacct gives healthcare finance teams the tools to close faster, report smarter, and scale without adding headcount.

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Audit-Ready Compliance & Reporting

Built-in HIPAA and ASC 606 controls deliver precise, error-free financial reporting — turning audits into a formality, not a scramble.

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Connect Clinical & Financial Data

Integrate your EHR, revenue cycle, and practice management systems into one financial view.

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Multi-Entity & Location Accounting

Consolidate every clinic, practice, and service line into one system, with real-time visibility into performance across every location.

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Optimize Costs & Budgeting

Dynamic, dimensional budgeting turns healthcare's complex forecasting into data-driven insight — so you control costs before they control you.

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Automate Workflows & Approvals

Replace spreadsheets and manual entries with automated workflows and approvals, freeing your team for strategic financial management.

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Real-Time Financial Visibility

Live dashboards deliver instant access to the financial metrics that matter, replacing the reporting delays that stall decisions.

Why Choose Sage Intacct
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BTerrell Group has proudly been a certified Sage Intacct Partner for decades.

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BTerrell delivers integrated and reliable solutions that enhance the capabilities of Sage Intacct.

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Sage Intacct is the first and only AICPA-preferred financial management solution, providing unparalleled features and capabilities.

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Sage Intacct is rated #1 for customer satisfaction by G2 Crowd.

Why BTerrell

Healthcare Financial Management Expertise You Can Trust

As a certified Sage business and technology partner, BTerrell helps healthcare organizations get more from Sage Intacct through tailored implementation, ERP migration, automation, integrations, and ongoing support. Our healthcare expertise helps finance teams streamline operations, improve reporting, and scale with confidence.

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Custom Implementation

We tailor Sage Intacct to your healthcare workflows and reporting needs, with integrations and automation designed to improve efficiency and accuracy.

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ERP Migration

Move from QuickBooks or legacy accounting software to Sage Intacct with an expert-led migration that protects your data and minimizes disruption.

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SmartCare

BTerrell offers an all-in-one subscription service, giving members unlimited Sage Intacct support, system optimization, training, and custom reporting. Learn More

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SmartRefund

We provide an easy-to-use solution that automates patient refunds, reduces manual work, and simplifies refund management through seamless Sage Intacct integration.

AI Financial Intelligence for Healthcare

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Natural-Language Financial Search

Ask a question in plain English and get the answer — no reports to build, no dashboards to navigate.

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Automated Anomaly Detection

Catch unusual transactions and journal entry outliers before they reach your auditor, reducing risk and supporting compliance.

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AI-Powered Financial Close Assistant

Close up to 70% faster with intelligent task tracking, issue flagging, and guided workflows — zero surprises at month-end.

Success Story

Graduating to Robust Cloud ERP

As CareATC expanded with 3X revenue growth, QuickBooks quickly began to show its limitations. See how BTerrell solved their problems by implementing Sage Intacct.

Read the CareATC Case Study

The powerful visibility we have in Sage Intacct has really improved our overall financial performance. In the time we’ve been on the system, we’ve sped up processes, increased data accuracy, and improved reporting without increasing our accounting staff. I’ve worked with several different accounting and ERP systems over the years – including QuickBooks, Sage Peachtree, and Microsoft Great Plains – but none of them come close to offering the user-friendly capabilities and granular visibility we have with Sage Intacct.

Jerry Turner, Controller at CareATC
Jerry Turner
Controller, CareATC

Engagement Process

I wanted to tell you how pleased I am with the successful “Go Live” and with the quality partnership I believe our two companies have formed. Looking forward to our first successful period-end close process and a successful launch of Fixed Assets. Great work and thanks again for your leadership and partnership.
Johnny Cupp, CFO at TherapySouth
Johnny Cupp
CFO, TherapySouth
BTerrell has been a great partner, and we give them high marks when it comes to responsiveness and their knowledge of Sage Intacct. Everyone has been easy to work with, and very helpful in enhancing our financial automation and reporting.
Mike Prentiss, CFO at Fogo de Chã
Mike Prentiss
CFO, Fogo de Chã
The powerful visibility we have in Sage Intacct has really improved our overall financial performance. In the time we’ve been on the system, we’ve sped up processes, increased data accuracy, and improved reporting without increasing our accounting staff. I’ve worked with several different accounting and ERP systems over the years – including QuickBooks, Sage Peachtree, and Microsoft Great Plains – but none of them come close to offering the user-friendly capabilities and granular visibility we have with Sage Intacct.
Jerry Turner, Controller at CareATC
Jerry Turner
Controller, CareATC

Frequently Asked Questions

Cloud accounting gives healthcare finance teams real-time access to financial data from anywhere. With Sage Intacct, organizations can streamline reporting, automate consolidations, monitor performance across locations, and add new entities without maintaining additional servers or hardware.

Sage Intacct offers security and audit capabilities designed to support healthcare organizations with HIPAA and HITECH compliance requirements. Features such as Advanced Audit Trail help organizations track user activity, transactions, and system changes. BTerrell can help configure Sage Intacct with your healthcare compliance and financial workflows in mind.

QuickBooks can work well for smaller organizations, but growing healthcare groups often need more advanced multi-entity accounting, automation, and reporting. Sage Intacct helps consolidate multiple locations and analyze performance by dimensions such as location, provider, payer, program, or service line—reducing reliance on spreadsheets and manual processes.

SmartCare is BTerrell’s all-in-one Sage Intacct support subscription. Members receive unlimited support, system optimization, training, and custom reporting to help their Sage Intacct environment keep pace as their healthcare organization grows.

Look for healthcare accounting software that fits your organization’s complexity, including multiple entities or locations, reporting requirements, integrations, reimbursement models, and compliance needs. The right solution should automate manual processes, provide real-time financial visibility, and scale with your organization. An experienced Sage Intacct healthcare partner can also help configure the system around your specific workflows and growth plans.

A Smarter ERP for Healthcare Starts Here

Discover how Sage Intacct helps healthcare organizations automate financial processes, improve reporting, and gain real-time financial visibility—all on a scalable cloud accounting platform.

Schedule a Demo Today