Sold by: Sage
AWS Free Tier
NFP Benchmarking Agent helps nonprofit finance teams compare their financial performance with a peer group they help define. Ask questions in Sage Copilot to benchmark Intacct actuals against IRS Form 990 data across liquidity, costs, funding, financial health, and risk.
Overview
NFP Benchmarking Agent gives nonprofit organizations a clear view of how their financial performance compares with similar peers.
Ask questions in everyday language and receive understandable comparisons across liquidity, financial health, revenue mix, expense structure, staffing costs, fundraising efficiency, liabilities, and more. You can participate in defining the peer organizations that matter most-using factors such as nonprofit type, size, location, and available filing data. The agent then presents your position alongside peer benchmarks.
For supported measures, the agent can use your Sage Intacct general ledger actuals as your organization's value and compare them with peer data drawn from IRS Form 990 filings. It makes the source and reporting period clear, so you can interpret each comparison with confidence.
Use the agent to prepare for board discussions, investigate financial risks, understand changes over time, or explore where your organization is performing strongly. Results include plain-language explanations, peer percentiles, and supporting context to help finance leaders move from figures to informed conversations.
What's included: Sage Intacct provides the Sage Copilot experience where agent responses are presented.
Requirements and dependencies: NFP Benchmarking Agent operates within Sage Intacct and requires an active Sage Intacct subscription with Sage Copilot enabled. Sage Intacct is not included with this subscription and must be licensed separately. An active Sage Intacct environment is required to use the product. The QuickStart template Not For Profit is required.
Getting started: During setup you'll authenticate against Sage Intacct, and full Sage Intacct administrator rights are required to complete the setup.
Support: For help with activation, setup, or your subscription, open a supoport ticket by calling Sage Intacct support at (877) 704-3700.
Highlights
- Peer Benchmarking for Nonprofits. Compare your organization with similar nonprofits across financial health, liquidity, revenue, expenses, and risk. Help shape the peer cohort using relevant characteristics such as organization type, size, location, and filing availability. The agent uses this peer cohort to put your results in context, helping you see where you lead, lag, or warrant further review.
- Sage Intacct Actuals with clear context. For supported metrics, use current Sage Intacct general ledger data as your organization's benchmark value. The agent clearly distinguishes your Intacct actuals from peer data sourced from IRS Form 990 filings and identifies the relevant reporting periods.
- Board-Ready Financial Insight. Turn complex financial data into clear, practical answers. Ask for an overall health check, risk signals, trends, or a concise peer summary to support planning, leadership discussions, and board reporting.
Details
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Features and programs
Financing for AWS Marketplace purchases
AWS Marketplace now accepts line of credit payments through the PNC Vendor Finance program. This program is available to select AWS customers in the US, excluding NV, NC, ND, TN, & VT.
Pricing
This product is available free of charge. Free subscriptions have no end date and may be canceled any time.
Additional AWS infrastructure costs may apply. Use the AWS Pricing Calculator to estimate your infrastructure costs.
Vendor refund policy
All payments are non-refundable. Sage does not offer refunds.
Legal
Vendor terms and conditions
Upon subscribing to this product, you must acknowledge and agree to the terms and conditions outlined in the vendor's End User License Agreement (EULA) .
Content disclaimer
Vendors are responsible for their product descriptions and other product content. AWS does not warrant that vendors' product descriptions or other product content are accurate, complete, reliable, current, or error-free.
Delivery details
Software as a Service (SaaS)
SaaS delivers cloud-based software applications directly to customers over the internet. You can access these applications through a subscription model. You will pay recurring monthly usage fees through your AWS bill, while AWS handles deployment and infrastructure management, ensuring scalability, reliability, and seamless integration with other AWS services.
Support
Vendor support
Support URL: https://community.intacct.com/support/s/?language=en_US North America phone: (877) 704-3700
Sage Intacct Customer Support assists with product questions and technical issues through online support cases and phone support. Support is available from 6:00 a.m. to 6:00 p.m. local time in supported countries. After-hours support is available for high-priority cases. In the United States, your organization's designated support user should open a case or call Support. If your organization receives Sage Intacct support through a Sage partner, contact that partner first.
AWS infrastructure support
AWS Support is a one-on-one, fast-response support channel that is staffed 24x7x365 with experienced and technical support engineers. The service helps customers of all sizes and technical abilities to successfully utilize the products and features provided by Amazon Web Services.
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