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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JobBOSS²
Score 8.0 out of 10
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JobBOSS² is the evolution of E2 Shop with the addition of features of the JobBOSS manufacturing software, since the acquisition of E2 Shop's developer Shoptech Industrial Software by ECI Software Solutions in 2020.
It is well-suited for nonprofit accounting with its ability to track expenses and revenues by both department and funding source. It is easy to set up vendors and customers for invoices and bill payments. It is less appropriate for proper budget management and purchasing with multiple approvers, particularly when edits are required.
I would recommend JobBoss to any colleague in small—to medium-sized manufacturing firms. Although I am not convinced that it will be able to handle advanced data from larger firms, it should be able to handle everything small—to medium-sized businesses require. JobBoss is great.
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.
Estimating is great once you learn how to use it, and it makes repeat estimates easier than ever.
Time tracking is amazing for us. It has taken some time to figure out exactly how we want to use the tracking parts, but it's only because it has multiple ways to do the same thing and finding out what works best for us took some time.
Billing and Purchasing are a breeze. The full package is worth the money to fully integrate the entire business into JobBOSS² since it can handle it all.
costing of jobs and parts - there is very limited information on how their calculations work and limited customization of costing. Most of the job costing or margin reports are inaccurate. Costing is a black box with Jobboss2 that doesn't allow you to better understand how they are calculating nor the ability to tweak the variables of those calculations to align their reports and models with the way your organization costs and prices jobs.
Raw material inventory and resource tracking for jobs - we don't even use the raw material function because it's inflexible. When you quote raw material, oftentimes you ask for one size diameter of raw material...but the vendor may not have it and often the next best size instead. When/if this happens, you'd have to delete or re-add the raw material to jobboss2 and re-assign that size to every part that's used. You'd, in theory, have to have every possible size of raw material and every spec of raw material that you use in Jobboss2, and you'd still have to re-assign it all of the time to different parts when you couldn't find the ideal size of material. This is a huge gap.
Automatically logs you out while using the platform, even with only one tab open. We'll be actively using jobboss2, and even within a minute of login, you click on a module of jobboss2, and it will ask you to log in again. Very frustrating.
Inability to open multiple tabs in Jobboss2. We need to crossreference information all of the time, comparing inventory, last jobs routings & dates, and costs which we try to pull up multiple tabs in jobboss2, but it does not effectively allow you to do this. It's slightly possible, but oftentimes will log you out of your session as soon as you open a new tab.
Blanket orders and consignment - Jobboss2 is ineffective at allowing efficient tracking of blanket orders or parts on consignment. There's no functionality for consignment tracking of parts as you try to track replenishment buckets.
Customizable reports with more field and table selections - reports can be customized but only with the fields that Jobboss2 provides for that specific report. We need to link other tables from the database to be able to see the information that we need, and jobboss2 does not easily allow you to link a new table into reports to add additional fields that you want or need to see. For example, in Salesforce...you can pick specific tables that you want to link together and pull any field that you need. Jobboss2 only allows you to see the specific tables that they pre-built for reports. If you need another field that's missing on the report, you'd have to know SQL in order to add it vs. a user-friendly report builder that anyone non-technical would be able to use, which is standard in most other software platforms for ERP or CRM.
material/inventory forecasting to plan when you need the next job - this is incredibly limited. We typically look out for 2-12 months to plan when we'll need the next lot for a particular part. Jobboss2 material forecast will only let you look at the next 4 months as 4 columns and then it groups any months beyond that into one 5th column. You should be able to set a specific time horizon (i.e. from today to 12 months out and see the stock level and orders needed for each of those next 12 months. As a result, we still have to use manual spreadsheets to plan our production and scheduling jobs.
jobboss2 upcharges for most new features or modules that you want to add. For example, they've built reports that would be incredibly useful for the majority of their customers, but they charge to add one simple report because it's considered a customization.
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.
Jobboss tends to have a very steep learning curve and isnt always useable for a lot of manufacturing staff. Buy-in to utilize the software was and continues to be a challenge as staff needs to track & input components so that info on Jobboss is up to date and reliable
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.
It is extremely easy to learn and use E2 Shop System. It provides everything a manufacturing company might be looking for, starting from entering a new PO to shipping parts. Routers that get created from E2 Shop System also help track parts on the shop floor and is accessible from every where. E2 Shop System also now has an app, which is great when it comes to scanning router steps directly from your phone.
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.
The initial training leaves a little to be desired because it's done by people who know the generalities of the system. However, once you get into one-on-one trainings and tech support calls, they do a tremendous job in these aspects. They go above and beyond to make sure you get what you need.
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.
I assumed there would be more assistance from JobBoss for implementation of the software. I felt it was very independent on my part and I felt unsure a lot of the time
As a CPA in public accounting, I was exposed to many systems. I was in on the ground floor with the implementation of NetSuite for a client; it was clunky, the reporting was ugly, and it wasn’t user friendly. Sage Intacct is a great option for mid-size organizations who have outgrown Quickbooks.
We really didn't compare too many other ERP systems. Unfortunately, I was not involved in the decision at the time it was made. We used to have E2 but we were kind of forced into upgrading because E2 would no longer do software updates. Very fluent transition from E2 to JobBOSS².
Sage Intacct has made a very positive impact to our business objectives; it has provided strong ROI through automation features that reduce manual data input and associated risk of error, enhancing accuracy and operational efficiency.
It empowers us to make data-driven decisions that further refine our strategic plan by bettering the process of financial close with real-time and detailed reporting.
This also extends to multi-entity management, which eased consolidation and thus supported growth and scaling. This feature-rich software finally serves to drive productivity further and facilitate resource usage.
