Collatio Invoice Reconciliation vs. Sage Intacct

I would say it is well-suited when the company has multiple entities, brands, departments, or business lines and needs consolidated reporting. For example, if an organization operates across different legal entities or business divisions, finance can maintain separate books while still producing consolidated financial statements. This is useful when leadership needs both a roll-up view and entity-specific reporting.

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

• 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

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

Sage Intacct is very similar to Netsuite, but I think the project reporting within Sage is simpler and easier to manage. Sage Intacct is much more robust than Quickbooks or most other softwares, but it is also significantly more expensive. I highly recommend to use Sage Intacct if your business is large enough to handle the price tag.

Incentivized

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

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