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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Planhat
Score 8.0 out of 10
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Planhat, headquartered in Stockholm, offers their modular suite of applications to subscription based businesses, providing customer success product usage health alerts and guidance, as well as revenue management for tracking subscriptions and business health.
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QuickBooks Online
Score 8.1 out of 10
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QuickBooks Online is a SaaS version of the QuickBooks product. It contains all of the features found in the local version. Higher-priced plans include greater automation, payment management, inventory and time tracking, and analytics features.
I think Sage Intacct is perfect for a medium sized business. It is more robust than QuickBooks Online, which is great for small businesses. It is less complicated and more user friendly than both PeopleSoft and NetSuite, which are better suited to large organizations.
We replaced QuickBooks Online with Intacct. The main drivers were multi-entity, reporting and controls. We evaluated Netsuite at the time and they were largely comparable from a feature standpoint. Intacct won out in the end in that they seemed to understand out business …
The big advantage of Sage Intacct is that it maintains the "usability" of QuickBooks Online, but the multi-entity functionality of Sage is incredible. It does everything that we used to like about Quickbooks, but the additional features and capabilities better serve our needs …
I have used all these software. as discussed earlier Sage Intacct helps us in Inventory management. which is not good in our previous accounting software so we moved to Sage Intacct from that one. Some of the above mentioned software is not good for large scale businesses. I …
Sage Intacct has most of the best features but doesn't have things integrated that I don't need/use. It's very module based so you can add/remove modules as you need to. It's very scalable as well so as I add entities, there's not an incremental software cost like there would …
For starters, ease of access works so much better in Intacct. Additionally, the availability of options for entering information into the software far exceeds what we've seen in other software, enabling more accurate reporting. The audit history also helps a ton when we're …
I have used them in different ways and like both for accounting specifics.
Verified User
Employee
Chose Sage Intacct
Sage 50 and QuickBooks are "smaller systems," whereas Intacct has the potential for system integrations, reporting and dashboards beyond what we've had in the past.
Intacct is significantly easier to use and more modern than Sage 300, and has a much higher "ceiling" than QuickBooks; you can just do a lot more things, and the system doesn't have the same training wheels that QuickBooks has at times. Being cloud-based and able to upload …
I only used QuickBooks to export historical transactions to then import into Sage Intacct but Sage Intacct seemed to be laid out better and the interface was cleaner and intuitive.
I think Sage's comparison with the listing system software has a better, friendlier interface that improves the user experience. The support videos are also a plus, as they are not offered by all other software, which makes it easy to train new hires of the company. This saves …
I think that Sage Intacct is quicker, more robust, and easier to work in. While I think that most accounting systems offer the same functions, and can be figured out, I did find Intacct to be more intuitive. I also find it is easy to troubleshoot issues in the system. I can …
Sage 50 has a legacy interface but seems to be more robust than quickbooks. However, Sage Intacct, while a steep learning curve, can be really dynamic if one approaches with an open mind. Quickbooks is great for small to mid size businesses, where as Sage Intacct is great for …
With a medium-sized company, Quickbooks wasn't robust or as customizable for our needs. Similarly, Sage 50 (Peachtree) was unable to handle dimensions and detailed reporting like Sage Intacct. We currently use Square POS, but record all financial data into Sage Intacct, which …
QuickBooks is too entry-level. We outgrew that product. NetSuite is a good product, but I have a history with the various Sage products. So, I have a bias for Sage. I'm not sure I can give an accurate comparison with NetSuite. I like Sage and the company.
Sage Intacct offers several automation benefits that can help streamline financial processes and improve efficiency. It's features and interface makes is better than similar other applications. Integration with different portals is easier in Intacct as compared to others. It …
We still use BILL and Expensify to sync into Sage Intacct. The other accounting systems were not as strong on the multi-entity consolidation setup so Sage Intacct had made it easier for us overall, in terms of processes, closing schedule, and management.
Sage Intacct stacks up against quickbooks desktop in functionality. I was more used to quickbooks and their functions were good for accounts payable, but bad for me for accounts receivable when compared to Sage Intacct.
Sage Intacct was selected for its advanced financial management capabilities, scalability for growth, user-friendly interface, and real-time reporting. Unlike competitors like QuickBooks and FreshBooks, it effectively handles multi-entity consolidations and also integrates well …
We use Sage Intacct for all the other companies that we provide accounting and IT services for. It is fairly convenient because we can use a single log-on and book intercompany transactions. It has more functions and the layout is more sophisticated which in our case, is not …
Other software packages such as NetSuite and Intacct I used in the past are more robust in terms of supporting a bigger organization, but at my current company we selected QuickBooks Online as our ERP because it is a perfect fit for the size of the company and our operations as …
I think QuickBooks Online is better than Xero. However I think is is lower then NetSuite and Sage Intacct. The system isself is great because it's cloud based so it can be accessed readily. However, in my opinion, it's not built for companies that are growing or expect to grow. …
Sage Intacct is very difficult to use and the inter-face is decades behind QB online. The ease to which one can find and manage information on QB online versus Sage Intacct is remarkable. QB Online is made for people who actually manage and facilitate financial information. I …
QuickBooks Online is best for small and mid sized businesses needing simple affordable accounting. Its starting price is from $19. Xero is stronger for collaboration with unlimited users. Their cost starts with 15, and they are good for flexible reports. Netsuite is built for …
Verified User
Team Lead
Chose QuickBooks Online
Reporting is more diverse and ability to add multiple dimensions
FreshBooks is trying to do more bookkeeping and accounting, but QuickBooks Online greatly surpasses in terms of functionality and integrations. FreshBooks can easily manage invoices and very basic reporting.
It is a platform that we consider to be mid-range. Where we are below cost and functionality relative to the more robust players like a SAP Business One, but still powerful enough for a medium or large size operation.
In addition to being one of the few global solutions that …
QuickBooks pales in comparison to netsuite. Netsuite is a fully functional cloud based ERP system that is a mid tier solution for companies that have outgrown small business solutions. It was intuitive and allowed for full cycle accounting, procurement processing with …
Quickbooks Online made more sense for our clients who had smaller businesses and required more hands-on accounting help. The ability to access this cloud-based accounting software from our office and respond to needs quickly was a huge benefit and advantage over Quickbooks …
Most of the systems I have used are larger accounting applications that are not as comparable to Quickbooks. As I have demoed another competitor, I keep coming back around to using Quickbooks Online because it is usually the cheapest option with the most useful information …
Sage has been ideal for our organizations to scale while maintaining functionality. Importing has made growth and acquisitions within our company easy to onboard additional entities from other platforms. The automation features are high quality and necessary for high transaction frequency companies. The reporting is great for overall reviews of business however custom reports can be difficult to create for specific needs. A high amount of training and developer support is needed to get started, however once fully onboarded the workflows and automations do most of the work allowing you to take time to learn the intricacies
For someone working in the Customer Success team, Planhat is a must-have software. All your client-level data can be easily managed, stored, and reviewed at any point in time by Planhat. It also helps the management and the leadership team better see each account and its usage. It also helps in identifying potentially risky customers and taking the required actions to engage and retain the account. It also gets integrated easily with other meeting recording tools wherein the summary from the tool gets easily synced with Planhat
I appreciate the ability to auto-generate invoices for recurring transactions, which saves time, as well as the option to set up auto-generated transactions. The report option is super helpful when reviewing information, as you can click to view the details in the report without having to go back and forth.
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.
Reporting - you can set up filters with boolean criteria to give you insight into everything you need to know.
Playbooks - these are very good for less-experienced CSM's who need a step-by-step guide on how to deal with different stages of the customer lifecycle. More experienced CSM's may not need the playbooks.
Usage data for customers - there's a wide range of charts in Planhat that tell the story of client consumption.
Workflows for accounts payable invoice review are terrific.
Bill payment allows you to pay vendors online via ACH or check without having to write a physical check, which reduces admin time.
The cloud based login lends well to a remote or hybrid work environment for staff.
QuickBooks Online allows you to pre-configure vendors' general ledger expense accounts. This helps with general ledger coding accuracy and consistency.
QuickBooks Online integrates with Rippling HRIS, Coast, Capital One, JPMorgan Chase, etc., which lends well to an efficient month-end closing and reduced administrative time.
Allow for cc'ing of AEs or others within the same organization from the messaging center. When I went to send a message from within Planhat, I had to manually type out the AE's email address every time if I wanted them cc'd.
The fonts were funky if I went to add text into an existing email template. For example, if I added in an extra sentence or paragraph, in Outlook on the recipient's end, the font was different despite looking the same within Planhat. Gmail was all consistent, Outlook was showing a different font.
The upsells have gotten worse over time and are on every screen in the most awkward positions. I don't need a constant reminder to upgrade, especially on a very old account that's paid thousands over the years.
The interface has never been especially intuitive, but I was an old Quicken user and it was somewhat familiar. Over time, it's gotten worse, and in the last 2 years, the program seems to move things more often than I would expect.
The software constantly adds features that I don't want and want to turn off, but the interface is so difficult to use that I find myself skipping it. Imagine seeing a message that the system recognized invoices that hadn't been paid so it prepared reminder notices for you that can be sent at the click of a button. Who thinks using canned reminders that you've never seen is a good thing?
A lot of functionality seems to derive from connecting your bank accounts to QBO. I don't want Intuit to have an always-on connection to any bank accounts, even checking.
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.
It like the product 'right out of the box' and I trust Intuit will continually improve it over the years based on my experience with their desktop products. The large providers of Apps makes customizing the entire package relatively easy and seamless for a wide variety of business types.
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 takes a while to learn Planhat even for experienced users. It has limitations in terms of what data you can present where, but its important to set internal guides outside Planhat as well so everybody working collaborative. But as CSM Planhat is a great- and critical tool which I use daily to optimise my work schedule and customer interaction with various topics.
I had very little trouble setting up the program and migrating from our old accounting system. The daily usage is also very intuitive and easy. Anytime we run into minor trouble with the program, there are always tons of help available on YouTube, so we don't even look up the online manual anymore.
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 support team couldn't be better. They are quick to respond, very helpful, and thorough. Our CS manager was always happy to schedule calls to go through specific feature queries and she ensured we had a smooth and quick setup.
In my experience, most representatives keep me on the phone for hours, literally, for a single issue and then usually cannot resolve it satisfactorily. I have 10 open cases that need resolution and, in my experience, there has been NO follow-up communication on any of them.
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.
The person in charge of QB needs to be very accurate with record keeping and is recommended to stay on top of tasks. The biggest issue we have is reconciliation, and those issues occur only when too much time has occurred between reconciliations
Sage Intacct has most of the best features but doesn't have things integrated that I don't need/use. It's very module based so you can add/remove modules as you need to. It's very scalable as well so as I add entities, there's not an incremental software cost like there would be with QuickBooks and it's less expensive than Oracle.
I was not the person involved in choosing Planhat, but it seems to me that Planhat is much better suited to an account management style role, whereas Hubspot is closer to a sales CRM instead. In my position, Planhat is better suited as it is more graphical, more flexible, and easier to find information on.
As a freelance bookkeeper, the Desktop version of QuickBooks Online doesn't allow for ease of access from any device. Having to be on a computer with the software downloaded creates additional work to gain access to all required filings etc. Also, I personally find the linking functionality on the Online version to be much more streamlined and user friendly.
As we have grown along our professional path, we have also expanded our use of QB. The scalability is easy and features seem to be waiting for you until you need them. We have increased profits by over 10x from our first year in business to the current and have yet to find a reason to look elsewhere
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.
Planhat has, for the first time, given us a 360-degree view of all our customers and access to all the different types of communication we have with them across different departments and functions.
The ability to automate workflows, tasks, and assign playbooks to the various phases of our customer lifecycle has aligned all our departments.
QuickBooks has given us a useful portal by which to get an overview of our financials.
QuickBooks has given us a relatively easy way to send out invoices quickly and efficiently.
Due to the customization limitations on QuickBooks, we've had to get creative in third-party implementations to better represent our brand and to track financials.
