Sage Intacct vs. Square for Retail

If someone was asking about it for retail use it would be a 10 for sure. Compared to larger ERPs, Intacct has most everything most business would need and then some. For the Family Office environment it's like fitting an oval shape into a round hole. It's really close, but you have to do some manipulating in how you use it.

Incentivized

Square for Retail is simple, easy to account for, and serves most purposes that a business like ours needs. There are very few drawbacks once it's up and running. For a company like ours who wants to emphasize experience from the time the customer walks in the door to the time they walk out, and where cost is important, Square for Retail provides an awesome interface for the customer, with attractive, easy to use terminals, and a very accessible price point where we can get set up with a clean, attractive, and functional point of sale system while starting up. We have no intentions of moving away from Square for Retail as long as it maintains its quality and support.

Incentivized

• 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.

Incentivized

• ease of collecting payments
• transfer money collected to other accounts
• using Square card to access money collected as payments on my website

Incentivized

• The budgeting module is archaic. It needs to have more application features, including tracking changes made throughout the year.
• The creation of reports is complicated and lacks sufficient filtering options during the process.
• The Purchasing module should be more flexible, allowing users to add change orders to an existing PO rather than creating a new one.

Incentivized

• This may just be me, but I want some additional customizations for our biggest annual fundraiser, so that we can differentiate between donations, chance drawings, etc.

Incentivized

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.

Incentivized

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.

Incentivized

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.

Incentivized

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.

Incentivized

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.

Incentivized

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.

Incentivized

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.

Incentivized

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.

Incentivized

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 looking for previously posted information. I personally love that you can run Intacct offline to practice with these features.

Incentivized

Stripe is more suited for internet or online order forms and businesses for which it integrates. It works well and same as Square with similar fees. Stripe however does not send a physical card reader by default and is not as large of a company. We chose Square due to the integrations it offers, ease of use, and familiarity clients have with existing card readers to make them more comfortable.

Incentivized

You can do a lot with this system and integrate it with a lot of your additional systems you use daily.

Incentivized

• We had outgrown QB. I never have to worry that Sage Intacct will crash and we’ll lose everything.
• When I came on board, accounting did not have a good way to track restricted dollars. Sage Intacct fixed that.
• We are able to close each month much faster.

• Simplicity: Integration of appointment management and billing
• Time saving: Quick management of billable services
• Time Management: Integration of Google calendar and customer-facing appointment calendar

Incentivized