Sage Intacct is a cloud ERP system targeted at high-growth small and medium-sized businesses. Intacct includes applications for core financials and accounting, purchasing, order management, and financial reporting and business intelligence. It also integrates with 3rd party software like Salesforce.
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TripIt
Score 8.5 out of 10
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TripIt is a travel management app offered by Concur, which allows users to organize and coordinate travel plans. Editions include a free version, TripIt Pro, and TripIt for Teams.
Sage has been ideal for our organizations to scale while maintaining functionality. Importing has made growth and acquisitions within our company easy to onboard additional entities from other platforms. The automation features are high quality and necessary for high transaction frequency companies. The reporting is great for overall reviews of business however custom reports can be difficult to create for specific needs. A high amount of training and developer support is needed to get started, however once fully onboarded the workflows and automations do most of the work allowing you to take time to learn the intricacies
TripIt is great for anyone who has multiple trips at any given time. It is also very good at tracking multiple reservations automatically on individual trips. It's not appropriate for low volume trips or only short trips. It is also good for sharing itineraries with others. It's not good for calendar views.
Custom, real-time financial reporting. I am able to streamline my reporting to pull in various account groups and calculations which save me time from having to do it in Excel.
Out of the box standard reports for clients who don't require as custom of reporting or even as a great starting point to build out reports.
Integrations with other platforms, such as Airbase, various banks, Rippling, etc.
The dashboard module is extremely helpful in my monthly review of various entities.
Itinerary Management - TripIt does a great job collecting all of your travel information, including your flight and hotel information all in one location, so that you don't have to deal with multiple vendor apps, emails, or even printouts of that info. It also handles multiple upcoming trips for even easier management and organization
Notifications - TripIt notifies you of changes to your itinerary, such as delays or gate changes, which is great to have that information pushed to you rather than having to constantly look at flight boards for updates.
Apple Watch integration - As an Apple Watch user, TripIt has gone the extra mile to provide a useful watch app for travelers, making your travel information available on your wrist. This makes it even easier to catch changes to your itinerary, and not have to juggle a phone while you already have a passport and luggage to worry about!
Sage Intacct is continuously evolving and increasing it's functionalities. I am excited to attend conferences to learn what is in the roadmap for future releases. Additionally, using Sage Intacct allows me grow as a professional, I am really enjoy the knowledge that I have within the product to be able to share my experiences.
I have been using it for a while now and I did renew it every year because it is the best way for me to keep my travel plans in one place with easy visualization
The ease of use as a seasoned user is wonderful; however, new users struggle to adapt to the program efficiently. Better training videos--all in one location--would be beneficial. The use of a "sandbox" environment is a great tool for new employees or for the fiscal department to test certain journal entries or other transactions to verify accuracy of data.
There has only been one occurrence where Sage Intacct was not available to me, however I had already been working a number of hours trying to get a project completed. It honestly allowed me to step back and take a much needed break.
As fas as integration is concerned I don't feel this slows Sage Intacct down at all. However, sometimes I do feel it takes some larger reports more time to load due to all the detail. As well as, I "move very fast" in my motions so sometimes I double click on fuctions too quickly and the system seems to think that I have a duplicate request.
pages load fast, notifications are great. up to minute. after deboarding- my next steps are displayed. Syncs with the hotel & frequent flyer rewards programs too.
Only a few times have we had to reach out to support, and every time we did, we received a relatively quick response and a solution was found fairly quickly. Only once was there an issue that took longer than a week to resolve, but it still did eventually get solved.
I have never called their support. That is a great question especially when rolling out into a medium to large organization. Concur is a well-respected company, so I can only suppose their Support is reasonable. I have not experienced their support.
I have taken in person training classes at several of the annual Sage Intacct user conferences. It is very interactive and the trainers are very easy to follow and understand. They are great at getting everyone in the class involved. They also make sure everyone has learned to task before moving to a new one.
The free training is very minimal. For what we pay for the service, I would like more training. We end up training new users in-house because the provided free training is not nearly comprehensive enough. That being said, the training provided, for the material covered, was adequate and relevant for the given topics.
I would not use a thrid party administrator to implement your system, especially if you are going to be modifying the system at all. Use Intacct implementors as they will be able to better support you on any issues that come up after you go live.
Sage Intacct has most of the best features but doesn't have things integrated that I don't need/use. It's very module based so you can add/remove modules as you need to. It's very scalable as well so as I add entities, there's not an incremental software cost like there would be with QuickBooks and it's less expensive than Oracle.
TripIt is designed specifically to help individuals manage their travel info in one place. Before I used TripIt, I had to manually save my travel info in a Google Drive folder, add flights to my personal calendar, then manage multiple airline apps to get flight alerts. TripIt has made my travel much easier.
Positive - It runs better than our old software when we all work together, rather than having to sign off on each other and deal with syncing issues.
Negative - It's not as easy to go back to fix an amount, a date, etc. Sometimes, a very small mistake needs to be corrected by voiding and redoing the entire transaction.
We can successfully sync other software we use with Intacct! It reduces workload when things are automated.
