ClinicSense vs. Sage Intacct vs. Relatient

ClinicSense is best suited for any practitioner, either working in a workplace setting, or any self employed practitioner who charts clients and provides scheduling online. It's less appropriate for others in the health industry that don't have applicable charts (personal trainers, nutritionists) and / or have minimal client interactions

Incentivized

Sage Intacct is well suited for organizations that have outgrown a basic accounting system and need real integrations, better reporting, and the ability to centralize financial operations without significantly adding headcount. For us specifically, it was the right fit because we needed to connect multiple systems, bring invoicing in house, and give leadership real time visibility into our financials. It works particularly well for small but complex finance teams that need the system to absorb work rather than create it.
The system is powerful but it requires someone who understands accounting well enough to configure and maintain it properly. It is also worth noting that some of the more advanced features, like bank feeds and certain automation capabilities, can be harder to fully utilize depending on your banking relationships and technical setup.

Incentivized

I would not recommend them to anyone ever for any reason.

• Client charts are detailed, visual & easy to navigate
• Customization is simple to use, allowing the program to feel more aligned
• Provided templates for client charts are plentiful and simple to use

Incentivized

• 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.

Incentivized

• It would be great for ClinicSense to appeal to a wider range of users (ie Nutritionists, Personal Trainers etc)

Incentivized

• The budgeting module is archaic. It needs to have more application features, including tracking changes made throughout the year.
• The creation of reports is complicated and lacks sufficient filtering options during the process.
• The Purchasing module should be more flexible, allowing users to add change orders to an existing PO rather than creating a new one.

Incentivized

• Technical Service
• Functionality
• Customer service

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.

Incentivized

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.

Incentivized

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.

Incentivized

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.

Incentivized

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.

Incentivized

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.

Incentivized

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.

Incentivized

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.

Incentivized

ClinicSense is more geared toward Massage Therapists (in my opinion), whereas Jane targets a variety of practitioners.

Incentivized

Sage Intacct was selected as the best fit for our core financial management needs, reporting requirements, and finance team operating model. Sage Intacct’s dimensional model was a major factor. It allowed us to report by department, entity, business unit, customer, vendor, project, or other dimensions without creating an overly complex chart of accounts. The approval workflows, transaction history, supporting documentation, and reporting structure helped strengthen financial controls.

Incentivized

You can do a lot with this system and integrate it with a lot of your additional systems you use daily.

Incentivized

• ROI is immeasureable. I'm certain clients wouldn't book without such a seamless process of online booking with automatic emails & confirmations. It's a huge time saver by inputting charts, finding information and checking schedules. I cannot imagine running my practice without this

Incentivized

• 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.

Incentivized