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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Quadient Accounts Payable
Score 7.1 out of 10
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Quadient Accounts Payable by Beanworks is an accounts payable solution that uses custom rules to automate and show every step of an organization's AP workflow, and is used to route POs, invoices, and payment approvals.
It is considerably better. Sage 300 was slow and cumbersome to use. Having a cloud based solution is essential to our operations, as it has greatly reduced administrative time through processing and look up. The reporting in Intacct is substantially better, including the export …
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.
Use it when you have a small workforce or handle most tasks alone. It's an ecosystem of relationships, and explaining the relationships between components can be hard for others. Like approval channels setup and how it affects invoice coding for approval. Better to separate these aspects between the admin and the clerk. Incredibly helpful in evaluating your workload and planning weekly check runs. Allows you to see far ahead what's coming down the pipeline and course-correct as appropriate. Seamless sync with QuickBooks. Great customer service, always responding promptly and on point.
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.
I wish the export function allowed more options for the posting date of invoices. All invoices have the same posting date once they reach Sage 300, but this must be changed when they reach the transaction file. We should have the option of using the invoice date as the posting date or a selected date.
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.
At this time we don't really need to review the use of the program. In the future as we grow with new partnerships, purchases and expenses and revenue we may at some point look at reviewing our use but for now and the immediate future there is no need to review such
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's a fairly simple and easy to understand product. it is very intuitive. we were able to have our entire staff up and running within a week of our go live date with limited training required. Once everyone learned how to use it, there hasn't been any questions or errors. the layout is logical and the filtering options are quick and easy to use
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.
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.
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.
These are all user friendly with great tracking. I can simply navigate through this program and reuse all the information. I like simple and fast programs because i need to move from one thing to another and this make that ease for me. i don't know how in would work with out it. thanks
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.
