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.
N/A
PointClickCare Core EHR Platform
Score 8.2 out of 10
N/A
PointClickCare provides their cloud-based technology for the senior care industry, the PointClickCare Core EHR Platform.
Sage Intacct is definitely superior to these. Stampli is used for invoice processing, it is good but limited, Intacct is definitely more powerful and includes many more services. Although I am not very familiar with Quickbooks, from the little that I saw, it is not nearly as …
Sage Intacct is much more user friendly and geared to our industry. It talks with our other softwares which allows us to use the best of each module and link it to Sage Intacct. The implementation was much more detailed than the others. It allows for custom reporting that you …
Sage Intacct is well suited for organizations that have outgrown a basic accounting system and need real integrations, better reporting, and the ability to centralize financial operations without significantly adding headcount. For us specifically, it was the right fit because we needed to connect multiple systems, bring invoicing in house, and give leadership real time visibility into our financials. It works particularly well for small but complex finance teams that need the system to absorb work rather than create it. The system is powerful but it requires someone who understands accounting well enough to configure and maintain it properly. It is also worth noting that some of the more advanced features, like bank feeds and certain automation capabilities, can be harder to fully utilize depending on your banking relationships and technical setup.
PointClickCare Core EHR Platform is an excellent platform for monitoring patient data. The ability to generate customizable reports is extremely helpful when it comes to analyzing various kinds of data (e.g administration record reports, action summary reports, detailed census reports). The platform really does a great job organizing patient data in a way that is intuitive and easy to interpret.
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.
It would be interesting to allow for a "post cash" aging view, whereby those who post cash can see what the aging will look like once a cash batch is posted. Otherwise, I have no immediate items which could benefit from imporvements.
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 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.
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.
I have implemented PCC in over 100 buildings and have used it for almost 5 years. I can count maybe 2 times in 5 years when PCC downtime caused an issue for our facilities. I would say their availability rating exceeds a 10 compared to other software systems.
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.
If by "overall support" you mean "customer service," only once were they unable to provide the assistance I needed--but it wasn't an important element of my job so no matter.
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.
Have already stated. People learn differently and PCC needs to adapt to that model instead of all eLearning. Offer the client different learning packages.
Sage Intacct was selected as the best fit for our core financial management needs, reporting requirements, and finance team operating model. Sage Intacct’s dimensional model was a major factor. It allowed us to report by department, entity, business unit, customer, vendor, project, or other dimensions without creating an overly complex chart of accounts. The approval workflows, transaction history, supporting documentation, and reporting structure helped strengthen financial controls.
PointClickCare Core EHR Platform was selected because it is organized much more cleanly than MatrixCare. In PointClickCare Core EHR Platform, patient EHRs are laid out in such a way that accessing different kinds of information is a lot quicker than it is in MatrixCare. In PointClickCare Core EHR Platform, all of the tabs (profile, census, DX list, progress notes, assessments, etc.) are easily accessible with just one click. In MatrixCare this is not the case, as you must first click into another menu before being able to access other tabs. Also the overall look of PointClickCare Core EHR Platform is more professional and streamlined.
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.
The platform has helped to increase productivity within our organization.
Increased workflow efficiency leading to less hours spending time compiling data.
Allowed our organization to expand the number of business opportunities -- the increased workload is manageable due to PointClickCare Core EHR Platform's usability.
