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 7.5 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.
Sage Intacct is well suited for most accounting needs, specifically journal entries, accounts payable/receivable processes and cash management. Intacct is also useful for budget planning and integration with financial actuals, as well as report writing to coincide with financial reporting processes on monthly, quarterly and annual basis. I'm not sure that Intacct has the capability to fully house a financial reporting process, but it is a great tool.
Jobboss2 helps with creating routings, tracking hours towards those, and tracking inventory for discrete orders. It does not work well for blanket orders, consignment, or long-term agreements-type contracts with customers. Raw material tracking is completely ineffective with Jobboss2. Costing is quite ineffective with Joboss2. Production/lot planning & scheduling is ineffective and is a huge limiting factor. All of these items require manual tracking in spreadsheets. Jobboss2 has helped us get away from tracking routings with pen and paper and timesheets with pen and paper... but we're still having to use Excel to track consignment, blanket orders, job planning/when to launch new travelers, and costing/quoting. Going from pen and paper routings to digital has been a huge help overall, but the other limitations are incredibly concerning, which has led us to research & possibly switch ERP platforms.
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.
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 staff enjoy the use of JobBOSS2. We don't have many complaints or issues with the software that are not solved. Support for the product has been improving and that is important for long term success. The cloud application is continually being developed and updated. New abilities are being added to assist with the customers that have strict requirements things like governance items
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
Sage intacct is known for its robust financial management capabilities. It offers features like general ledger, accounts payable and recievable, project accounting, expense management and more. It is suitable for small top mid sized businesses and larger enterprises. Sage intacct is highlyscalable and can accommodate the needs of growing businesses.
JobBoss was chosen over the competitors for the ease of use, the support that is available, and the price point. The flow of JobBoss's sofftware is easily followed. The support that is available when needed- we took full advantage of the one-on-one consulting time that was available. The Software is very economical for the value that is provides.
Sage Intacct provides multiple modules based on business requirements and it will fulfill the client's needs as per their budget.
AP aging and AR aging help clients to make the decision at any time to allow reserve for doubtful debts to ensure the financials are shown with correct values.
Financials are published on time with minimal adjustments or corrections. This client benefits and files taxes on time.
