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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Winshuttle
Score9.2 out of 10
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Winshuttle is an SAP-focused data management and robotic process automation platform. It is designed to enable the building and adaptation of Excel and SharePoint-based interactive forms and workflows for SAP without programming.
It depends on the scale and nature of the organisation, but for a business like ours, i.e. a medium sized business with several entities operating in more than one location with different currencies, I think it is a very good fit. It is relatively easy to get to grips with and provides a good level of functionality.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Winshuttle is well suited to help any company who has data that needs to move from SAP to 'somewhere'. The output file can be Excel, Text, or Access. Query has been greatly expanded in its ability to use SQL statements directly in the product at the 'pre-download' point. For example, you want to have one column do calculations on the data that is being pulled out of SAP via the Query and placed in a specific cell - this can be done - right in the Query script and the result will be produced in your receiving Excel file. I have another small scenario I call 'On the fly" uses. When our asset team had to change their depreciation on a very large number of assets mid-year, Winshuttle Transaction was very helpful. The update would have taken DAYS and lots of shredded nerves to update.
Excellent roll-up reporting of various categories of expenses across multiple depts. Data is not siloed when we want to find all revenue sources across business entities, for example, or even down to details such as what is spent on "discretionary" expense elements.
Coding nomenclature is flexible and makes sense across business areas. Again, this allows for both more effective capture of data and with reporting slices and iterations.
Sage Intacct's open architecture (availability of APIs and already existing hooks) has made integration with other system tool-sets easier than we would ever have thought.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
"Training" I feel Winshuttle was extremely easy to learn' my team and I went to a week long training class on the uses of the software upon finishing the course we all became internal (company) support as well as expert functional users.
"Ease of use" once a user learns the basics processes of the software it is functionally very easy to use and if there are problems with in the processing that cannot be supported internally Winshuttle community and support quickly helped clear up those issues, "if they occurred"
"Processes data FAST" once the transaction is mapped and recorded the user can move through (process) large amounts of data very quickly, saving lots of time by eliminating manual steps.
"Data Error Correction" through the transactional processing of large amounts of data, nothing is ever perfect, usually during data migration process if a single line fails the process stops, the correction is made to the data and the process starts all over again. Winshuttle data migration process doesn't stop it will provide a list of exceptions upon completion of the data load. It does this by only processing the "good" data and when bad data is encountered it is skipped and an error message is created and added to the data sheet. With this process the user now only has to worry about exceptions that didn't load and also knows why the line failed so making correction are easier and faster.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
The use of Winshuttle is particularly helpful with systems where data volumes are always very high. If data volumes are not an issue, the use of Winshuttle for cut-over activities might not result in a significant perceivable difference in time savings.
For businesses and sectors that rely on business processes that are complex and tedious with a lot of manual interventions, Winshuttle comes in real handy. However, in situations of fairly straightforward business cases, it would be hard to see perceivable gains from the use of Winshuttle.
At times, the use of complex business process with multiple fields from one transaction needs to be fed into the next for further processing, if the screen sequence changes based on each set of information, the processing could fail. However, these could be overcome by grouping similar screened transactions into one chunk and others into another.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Fantastic tool and honestly the best out there for the particular need. I cannot think of any reason we wouldn't renew as it truly offers the perfect solution to what is often a supremely difficult process. Also, I believe that from a cost perspective it is quite agreeable given the amount of benefit/ROI received
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
- I have used Winshuttle Transaction and Direct and the interface is simple, intuitive and easy to understand. - Not much technical knowledge of SAP is required before loading the data. - Data can be loaded for any sheet of an Excel spreadsheet - Output messages from Winshuttle are very clear and can be used to as an input to other data loads that use these output data
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
The winshuttle staff are some of the best in the business. I have been working with them for several years and always have had a positive interaction. There support staff are very knowledgeable. There product managers are very supportive as well and always open to hear feedback on how you like the product and any gaps that you would like to find a solution to better improve the products.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We evaluated Sage Intacct alongside many other options, but Blackbaud and NetSuite were the frontrunners. They all were cloud-based and capable systems, but for our team, Sage Intacct was the clearer choice for a few reasons. First, usability. Our team has varying levels of accounting experience, and Sage felt more intuitive across those different levels. The others could be powerful, but it also felt like it required more technical depth to navigate day-to-day, which was a concern for a small team. Second, functionality out of the box. Sage Intacct had more of what we needed built in without requiring a significant number of add-ons, which kept the solution simpler and the pricing more predictable. Third, nonprofit fit. Sage Intacct is purpose-built for organizations like ours, and that showed in the functionality available and the system's overall design. And finally, our implementation partner, RSM, was well-versed in Sage Intacct and gave us confidence that we would have the right support behind us. That partnership was part of the overall value of choosing Sage.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Winshuttle works better with SAP than UiPath does in terms of performance and stability. The time to deploy a Process in Winshuttle is faster and less complex. It doesn't require coding skills as much as for UiPath. Winshuttle excels in batch input operations and also has a useful query reporting tool.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
