Statistical accounts
Hold non-financial metrics like wRVUs, visits, headcount, and square footage to drive allocations.
Dynamic Allocations that stop living in hidden spreadsheet tabs.
Sage Intacct Dynamic Allocations distributes shared services, overhead, and provider costs on a documented basis using statistical accounts and productivity metrics. Repeatable every close, and traceable to the journal entry.
- Statisticalaccounts
- Documentedbasis
- Repeatableevery close
- Auditableby design
Designing allocation models for finance teams across
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What are Sage Intacct Dynamic Allocations?
Dynamic Allocations distribute cost and revenue across dimensions using a defined basis, run inside Sage Intacct instead of a spreadsheet. The basis can be statistical accounts, headcount, square footage, or productivity metrics like wRVUs. The allocation runs the same way every close, on a documented basis.
Allocation logic breaks in spreadsheets because it grows complex and undocumented. Moving it into the system gives you durability, an audit trail, and month-end repeatability. Every allocated dollar records its basis and the rule version that produced it.
The building blocks of a durable allocation model
Basis factors
Allocate on a defined, documented basis instead of a formula buried in a workbook.
Provider and service-line allocation
Distribute shared costs to providers, locations, and service lines accurately.
Fringe, shared services, overhead
Allocate indirect costs consistently so margins reflect reality.
Audit trail
Basis and rule version recorded on every allocation for full traceability.
Month-end repeatability
The allocation runs the same way each close, no manual rebuild.
Example allocation model
We build a worked model with your basis factors so the logic is transparent from day one.
Allocation reporting
Pre and post allocation views that show exactly what moved and why.
Get a $5,000 credit when you purchase Sage Intacct through Campbell Technology Advisors.
Get the $5,000 Sage Intacct CreditDynamic Allocations FAQ
What are Sage Intacct Dynamic Allocations?
Dynamic Allocations is a Sage Intacct capability that distributes costs and revenue across dimensions using a defined basis, such as statistical accounts, headcount, square footage, or productivity metrics. Instead of a spreadsheet allocating overhead by hand, the system runs the allocation on a documented, repeatable basis every close.
Why does allocation logic break in spreadsheets?
Because it grows complex and undocumented. Basis factors change, tabs multiply, and only one person understands the formulas. When that person is unavailable or the logic changes, the allocations become hard to trust or defend. Moving allocations into the system fixes the durability and the audit trail.
Can Dynamic Allocations use wRVUs or statistical accounts?
Yes. Statistical accounts hold non-financial metrics like wRVUs, visits, headcount, or square footage, and allocations can distribute cost or revenue based on them. This is what makes provider and service-line allocations accurate rather than approximate.
Is the allocation auditable?
Yes. Each allocation records the basis and the rule version, so any allocated dollar traces back to its inputs. That is the difference between an allocation you can defend and one you hope no one questions.
Get allocations out of the hidden tabs
Bring your allocation workbook. We will move the logic into Sage Intacct with a basis you can defend.
CPA-led allocation design. Official Sage Intacct partner, reseller, and VAR.