Sage Intacct vs. Microsoft Dynamics 365 Business Central

Sage Intacct is well suited for below areas 1) Integrations with third party applications 2) Contracts module for billing based on milestones and Direct Invoicing 3) Customer communications for Pending Invoices/ Dunning 4) End to End Procure to Pay module for vendor payments 5) Bank reconciliations by integrating with Bank Portals Sage Intacct is less suited for 1) Prospective MEA Allocations 2) MEA allocations during Partial cancellation of contracts 3) Past due reminders for customers 4) Exchange rate history is not available in Intacct.

Incentivized

It addresses well some integration and connectivity issues with other software and adapted technologies: formulation and manufacturing batching software, scanners and bar codes, inventory, financials, emailing of invoices and statement, sales and purchasing... etc. I believe it to be better suited to a medium to large company. Not as simple and seamless as we expected for migrating from another Microsoft Dynamics software product (we moved from GP to NAV). Our staff is going through a tougher time than we thought to learn some procedures. Normal growing pains?!

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

• All of the Dynamics ERP systems are fully integrated with the full family of their Office products (Word, Excel, etc.) but the true power behind Dynamics-NAV is that it comes with complete access to the source code. Although most ERP packages provide some type of a development environment, it is always a third-party software package and requires an additional expense. NAV comes with full source code access and devolvement tools out-of-the-box and requires no additional purchase. The user is able to modify pages, reports and even add additional fields to the standard tables. If your company has an internal development staff you have the ability to purchase the same full development license that the VAR has, allowing you to handle all system customizations and support in-house. The sum total of this high flexibility is that you are able to make NAV conform to your business rather than you conforming to the software.
• In addition to the available source code, NAV provides the user with an unlimited ability to modify and build within the rich environment of C/AL code. In over 20 years of modifying the NAV product I have never had a client ask for a modification or custom functionality that I was not able to provide. Add to this the fact that NAV now includes many development points that allow the user to place their custom code inside of the system without impacting the base code. This makes the upgrade process quick and easy and avoids the common occurrence of being version locked.
• The user interface of Dynamics NAV has been well thought out and provides a very easy to learn and use package. Master records (Customer, Vendor, Items, etc.) have been laid out in a standard format. Once you learn where fields are located on one record you have learned them all. The forms (called Pages in NAV) have a very similar structure and, by design, are uncluttered and easily customized by the user without impacting the base code. This allows each user to configure the Page to the way they work, easing the learning process and speeding up daily work and data entry.
• The NAV environment has grown to be very feature rich in the functionality offered and provides the user with almost everything they need with the purchase of the base product. Advanced features can be added if required as can a large number of third party add-ons made exclusively for the NAV environment. Additionally, user licenses are sold as concurrent and not as named. Concurrent licenses control the number of users allowed into the system at any one time meaning that anyone can be provided with the ability to log into the system. This allows the company to setup an unlimited number of users with the ability to access the system at any given time. This allows the occasional user to share a license with other users who only need to access the system to enter a small amount of data or run a few reports. This functionality is a plus for the company with a large sales staff or outside workers who only need limited access to the system. Named licenses would require that you purchase an access license for every person who needs to access the system.

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

• There are not a lot of "out of the box" automation processes, for Microsoft Dynamics NAV. Different versions of NAV, have had various job scheduling functionality. However, each process that is automated, must be confirmed that it will function correctly, in an automatic mode. In our installation, most of the automation processes have been custom-developed.
• Microsoft Dynamics NAV could have better documentation. Much of the documentation is original, from multiple versions ago. There is generally no step-by-step instructions, on performing various functions. Instead, most help is context-sensitive, obtained by pressing F1, on a particular field.
• Older versions of Microsoft Dynamics NAV had a built-in WYSIWYG report builder, which made designing reports fairly straight-forward. Later versions (2013 and forward) rely exclusively on Visual Studio and SQL Reporting Services, which require a greater technical level of expertise, to use.

Incentivized

Sage Intacct continues to well-satisfy our needs and is an easy-to-use product. Service reliability has been excellent. The ability to integrate Sage Intacct with best-in-class companion products that handle expense reporting, budgeting, etc... makes Sage Intacct an excellent value. We continue to be extremely well-satisfied with the results and performance of our experience using Sage Intacct.

Incentivized

We've already decided to continue using this software. It is too expensive for us to upgrade so we made a workaround by using the virtual computer with Windows XP installed on it. We did research replacing this software, but it was a better financial decision to keep what we had instead

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

Ever since we deployed it, it has been a one-stop-shop for our organization. Everything we do has been through it, and we do not need to use other vendors to access student records, accounts receivable, procurement records, grades, transcripts, and report cards... they are all in one interface, which has been a solid plus for our organization.

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

It provides one to efficiently be able to manage bookkeeping and inventory without much challenges. One can easily navigate through workflow processes while managing usages and budgets. Being able to produce reports in Word, Excel or PDF means one is able to have a working document to produce trends and graphs or produce pivot tables.

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

We felt the 2nd best alternative to Sage Intacct was Aplos, then Blackbaud. However, there were some issues: > Overall functionality - All of our initial business requirements were fully met with Sage Intacct, which was mostly similar to other offerings. Where Sage Intacct distinguished itself was in its business model, what we would end up with after implementation that would stream-line our organization. > Open architecture - APIs for our other specific software tools were already part of Sage Intacct and others did not have the robust existing offerings and did not make clear how we would build such hooks. > Pricing - Sage Intacct ended up the best price, with the software and implementation support bundled into one annual price. Our multi-year agreement was also the best price, through negotiations / iterations. > References - We contacted references for each vendor in consideration. Church/non-profit Sage Intacct users spoke and understood "our language" and were incredibly positive about their experience with Sage Intacct. References provided by other vendors missed the mark in terms of a business match, which doesn't bode well if those are what is offered.

Incentivized

Dynamics fits the modern world, integrating new technology to ensure a complete business process is readily accessible in a rapidly moving world of "in-office" and "remote" work. It solves the need for several departments and streamlines procurement, warehouse, and finance processes.

Incentivized

There is so much that we have yet to learn with and about Sage Intacct, I am excited for the future.

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

• Better visibility of ROI throughout each period. Orders entered, shipped, and backlogs are very visible to authorized users upon login.
• Purchasing and inventory turns have been better realized. Out of stock parts reduced.
• A future customer portal will enhance the customer experience by pulling NAC data into a web-based UI. However, the portal is a separate expense.
• Time savings realized by being able to generate views or reports versus asking IT or accounting to pull a custom report.

Incentivized