Sage Intacct vs. Microsoft Dynamics 365 Finance

In my experience, Sage Intacct is perfect for clients with complex financial accounting needs, such as a company with multiple entities or large-scale operations. In my experience, individual short term rental owners who have one property and simple accounting needs typically benefit more from a smaller scale accounting platform, such as Quickbooks.

Incentivized

I think D365 has the ability to be useful for 90% of businesses out there. Its just a matter of if those costs make sense but as far as what is on the market today in my opinion MS is number 1.

Incentivized

• Automates routine tasks while quickly consolidating data, thus speeding up the month-end closing process with greater accuracy.
• Generates customizable reports in real-time, thereby enabling data-driven decisions across various departments.
• Effortlessly managing the finances between multiple entities in different currencies, with simple consolidation and compliance.

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• Full range of customization options
• Documentation
• Cross platform analytics with use of

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• Downloading bill register reports for all the entities at the top level would be helpful.
• An increase in the Time frame of the Auto-Log out feature for security will be helpful.
• I think there is some room in the automation part that can be improved.

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• More clarity on features going away
• New feature showcases
• Demonstrations for how things were intended to be used

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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.

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.

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It's extremely versatile, mirrored with so much documentation.

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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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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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They are good, but there is always room to be better.

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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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Sage Intacct is an upgrade from Sage 50 in most areas. Sage 50 became quite slow and crashed quite often, whereas Sage Intacct is much quicker. However, now we have thousands of transactions the imports have started to take a while. For example AR receipts imports can take up to 15 minutes if they are a couple thousand lines, but still quicker than Sage 50.

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I have used everything from industry standard TMS systems to SAP to various BIs like Tableau and Power BI. The point is my background is varied, but what's nice is being it's MS anything you already use that is also Microsoft will make Microsoft Dynamics 365 Finance feel way more natural and native, being you have used MS products for years likely.

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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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• The availability of data in real-time has helped with better decision making
• Instead of dealing with paper invoices, we can get department head approvals electronically
• We were able to get rid of an on-site server for the old accounting system - glad to be in the cloud

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