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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Spanning Backup
Score 9.8 out of 10
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Spanning, a Kaseya company, is a provider of backup and recovery for SaaS applications including G Suite, Salesforce and Office 365.
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
The only issue we have is when we remove the user from the integrated AD group we need to manually go back and remove the licensing, but there is the option to have archived accounts as well for temporary holds in case we want to disable the account in 365/AD, but need to hold on to the backups for a little longer.
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.
The ability to checkmark JUST a single OU and then any new members in just THAT OU would be automatically backed up. Currently, you can just auto add new members but not per OU.
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.
It was hands down, one of the easiest solutions to implement overall and has some of the best features also compared to other similar products from many SaaS backup companies. We also integrated the Dark Web monitoring too and it has helped us secure accounts we didn't know had issues, so has improved our security posture too.
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 would like a retention option on the data, but since this feature does not currently exist, I give it a 9. Everything has met our standards and needs and we are now freed up from the manual efforts it was taking for backing up Salesforce using the out-of-the-box features of Salesforce.
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 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.
Spanning is superior to Veritas Backup Exec. Often Backup Exec would fail due to the software itself or the premise-based backup media or drive. Veritas Tech Support/Knowledgebase was not helpful in troubleshooting the failures. Also, Veritas was unable to back up our then Microsoft Exchange Server without an additional add-on cost. Barracuda was more reliable, but also required additional expenses for backing up Exchange and Microsoft SQL.
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.
