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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Intuit Enterprise Suite
Score 9.0 out of 10
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The Intuit Enterprise Suite is an end-to-end business platform providing: financial management, forecasting and accounting capabilities; integrated payroll, payments, and bill pay; automated marketing; access to third-party apps, and access to a team of experts.
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.
With Intuit Enterprise Suite we have learned how to move some of our manual spreadsheets into the system to keep better track and get better numbers with. Things like Inventory, and Fixed Assets. The training has been great, they have numerous webinars and meetings that help us better understand Intuit Enterprise Suite.
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.
It tracks all payments to all vendors, so if any questions arise, it's easy to find the answer.
It tracks employee hours worked, holiday hours, and other paid time off, including vacations. It also tracks bonuses and employee profile information, including hire dates, contact information, Social Security, and Federal withholding details.
At the end of the year, all of our financial transactions can be summarized for our accountants so our tax returns can be prepared.
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 software is very user friendly and being able to create reports with specific data and export it to Excel is a great help in budgeting for annual costs and tracking where a certain program is getting more attention
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.
Intuit Enterprise Suite (IES) has been incredibly easy to use. I mentioned it earlier, but the universal search bar within IES has already saved me SO many hours not having to google questions or wait to speak with customer support. I have reached out to customer support on two separate occasions and it was a very pleasant experience. Both reps I spoke with were eager to help me and made the whole process much easier. Simply because of that, IES is already way easier to use than any other software.
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.
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.
Excellent. I am the first Lighthouse customer and I see first hand that their team cares, they care about not just the features but about their customers and their success. They truly want their customers to succeed
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 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.
NetSuite was way more complicated; it required heavy user training regularly, especially for onboarding, was really complex to maintain and customize, required expensive 3rd-party consulting and customization, had complicated integration with other business systems, and was complex to build reports. Zoho Analytics was very basic and missed many important features that businesses need to run their operations.
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.
Overall our experience has been great - easy and smooth onboarding process
Better support experience has surprised and delighted the team in ways I wasn't really expecting
I like it more than I expected I would - the convenience of having it all in one place and being able to toggle through entities is really a major improvement
