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.
Sage Intacct is great for companies that have a bunch of subcompanies, like we do. Unfortunately, it's not extremely convenient if your company is a solo small company, as the website can be overwhelming and not suit their particular company needs. The vast amount of reports and options are simply not needed.
This ERP is suited for products that do not require customizations or personalization. Ideally, if you are selling a product as is, then S2K will fit your needs. Make sure to have all of the requirements for each piece laid out. For instance, with products - know all of your attributes and functionality for product pages ahead of time. Include this in the presentation for ERP selection. Ask what functionality is out of the box, and what is a customization. Ask for quotes ahead of time. This may increase the overall cost of the ERP as well as the time it takes to launch. Example: Product reviews, cross sells, remarketing, abandoned cart integration, etc
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.
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.
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.
If this is someone's first ERP implementation, I strongly suggest you ask for services to help implement. Ask for training on every aspect of the implementation. Make sure this is put into the overall ERP quote
As a CPA in public accounting, I was exposed to many systems. I was in on the ground floor with the implementation of NetSuite for a client; it was clunky, the reporting was ugly, and it wasn’t user friendly. Sage Intacct is a great option for mid-size organizations who have outgrown Quickbooks.
S2K offered a system that could be used by various departments. There were modules for accounting, customer service, order entry, and web development. The ability to customize the website integration was a plus. S2K allows the option to have products in different warehouse locations. This allowed us to better manage inventory and see in real time what the stock status was
Sage Intacct has made a very positive impact to our business objectives; it has provided strong ROI through automation features that reduce manual data input and associated risk of error, enhancing accuracy and operational efficiency.
It empowers us to make data-driven decisions that further refine our strategic plan by bettering the process of financial close with real-time and detailed reporting.
This also extends to multi-entity management, which eased consolidation and thus supported growth and scaling. This feature-rich software finally serves to drive productivity further and facilitate resource usage.
