CDK is a provider of integrated data and cloud-based software solutions to dealerships and original equipment manufacturers (OEMs) across automotive and related industries.
N/A
Sage Intacct
Score 8.6 out of 10
N/A
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.
Sage Intacct is superior for full-cycle accounting and reporting. It is the most user friendly accounting software I have used and is a powerful tool for accounting and reporting.
CDK Drive is great at connecting all the team members in service/parts. We used to have a foreman who had to dispatch work to each technician, which is now done through CDK Drive. Technicians can get help with part requirements/needs through CDK. Before, each technician had to go back to the parts department and wait. CDK Drive is good at offering an option to record and send a video of what was found on a service diagnosis, this helps with transparency and trust.
If someone was asking about it for retail use it would be a 10 for sure. Compared to larger ERPs, Intacct has most everything most business would need and then some. For the Family Office environment it's like fitting an oval shape into a round hole. It's really close, but you have to do some manipulating in how you use it.
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.
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.
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.
Great job by everyone from the initial sales staff to the implementation team to the support staff. Always ready, willing and able to help out with any questions or issues that arise, even those from people who are simply not computer savvy and have had a hard time transitioning to a new product for everyday use.
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 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.
CDK Drive is way better, but from my experience, the integration process was very long and very painful and we feel CDK Drive could've made that less painful and less lengthy. Once it is working the way it should, I am sure that we will love it. Right now though, every time something else goes wrong, it builds on the frustration of the other 50 things that went wrong prior.
For starters, ease of access works so much better in Intacct. Additionally, the availability of options for entering information into the software far exceeds what we've seen in other software, enabling more accurate reporting. The audit history also helps a ton when we're looking for previously posted information. I personally love that you can run Intacct offline to practice with these features.
Positive, in that CDK Drive is helping us accomplish objectives that our auto group is presenting for our dealerships to improve/work on as a service dept.
Positive in that it keeps up with modern technology and customer expectations in these times with new offerings in communication, recordings, etc.
Positive in that it has a response to each requirement that the auto manufacturer comes to us with. OEM starts requiring a new process/offer, and CDK has a way for us to fulfill that.
