HRdirect Smart Apps vs. Sage Intacct

UPDATE 3/20/2020: I initially gave HRDirect a "0" recommendation due to all the issues we had with the PTO Module. However, since purchasing the Harassment Training Module ($90), this product is the best value for the money and puts us in compliance with mandated requirements. It is easy to use and well-presented. At this point in time, with the issues and frustration level of all our employees, managers, and payroll department, it would be difficult for me to recommend this app as suitable in any scenario. However, should HRdirect fix the issues and get the app to perform as it was originally designed, it would be a great product for a small to medium company that has limited resources yet wants a good product for the money. In our experience, the new hire portal did not appear to be functioning properly; our new hires were not able to access the blank documents. They could see them but not open them (PDFs).

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It depends on the scale and nature of the organisation, but for a business like ours, i.e. a medium sized business with several entities operating in more than one location with different currencies, I think it is a very good fit. It is relatively easy to get to grips with and provides a good level of functionality.

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• Initially, you were able to see all activity and drill down for details.
• It was easy-access for all our employees in the 7 states we operate in.
• It provided tracking for the managers.
• Payroll had access to all PTO requests.

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• Excellent roll-up reporting of various categories of expenses across multiple depts. Data is not siloed when we want to find all revenue sources across business entities, for example, or even down to details such as what is spent on "discretionary" expense elements.
• Coding nomenclature is flexible and makes sense across business areas. Again, this allows for both more effective capture of data and with reporting slices and iterations.
• Sage Intacct's open architecture (availability of APIs and already existing hooks) has made integration with other system tool-sets easier than we would ever have thought.

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• HRdirect performed an upgrade in 2019 and that's where things went awry.
• You could no longer drill down through the calendar to see the details - i.e. Doctor's appointment, illness, childcare issues, vacation, etc.
• Previous year PTO requests were not archived and you now had to scroll through hundreds of PTO requests to see the most current.
• Previous PTO requests were listed oldest to most current, resulting in much frustration trying to locate specific ones.
• The print option was not longer functional.
• The online help request form was no longer accessible.

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• 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.

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As previously described, there are too many unresolved issues.

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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.

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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.

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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.

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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.

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Due to the fact that we were patient for more than 6 months with no resolution in sight, we decided to end our relationship with HRdirect for PTO tracking. 3/20/2020: We have purchased the Harassment Training Module. Excellent product with great value for the money.

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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.

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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.

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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.

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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.

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We evaluated Sage Intacct alongside many other options, but Blackbaud and NetSuite were the frontrunners. They all were cloud-based and capable systems, but for our team, Sage Intacct was the clearer choice for a few reasons.
First, usability. Our team has varying levels of accounting experience, and Sage felt more intuitive across those different levels. The others could be powerful, but it also felt like it required more technical depth to navigate day-to-day, which was a concern for a small team. Second, functionality out of the box. Sage Intacct had more of what we needed built in without requiring a significant number of add-ons, which kept the solution simpler and the pricing more predictable.
Third, nonprofit fit. Sage Intacct is purpose-built for organizations like ours, and that showed in the functionality available and the system's overall design. And finally, our implementation partner, RSM, was well-versed in Sage Intacct and gave us confidence that we would have the right support behind us. That partnership was part of the overall value of choosing Sage.

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

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• Initially, HRdirect was proving to be an excellent tool, and we were getting a quick turnaround on small issues. However, the upgrade messed things up on our accessibility, with no resolution in sight.
• Harassment training module is excellent.

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• 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.

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