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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WooCommerce Subscriptions
Score 8.6 out of 10
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WooCommerce Subscriptions is a premium extension for WooCommerce which supports recurring payments and subscription-based services and products.
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.
WooCommerce Subscriptions is a solid option for WordPress based eCommerce sites, particularly if you are already using WooCommerce as your eCommerce platform. It works for simple subscriptions, allows for customization in terms of email notifications, pricing, coupons, etc. It obviously would not be a good fit for non-WordPress websites, and it may be too much if all you need are very simple subscription plans.
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.
We are very likely to renew our Woo Commerce subscriptions add on. We are dedicated to WordPress and plan to grow our business significantly. Woo Commerce subscriptions enables us to manage and extend our subscription revenue easily. We did not have this a few years ago and we have seen the uplift in revenue from using it!
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.
I like almost everything about WooCommerce Subscriptions EXCEPT one of the main reasons we started using it has never worked out. When we started this subscription box company, I discovered that it was difficult to track how many of each unique product we needed to order to fulfill subscriptions. In my naivete, I thought it was a simple task . 4 years later, I have recently developed my own custom solution (after learning 5 different programming languages) and I now use the WooCommerce and WooCommerce Subscriptions API to get the data I need from the store en masse. Basically, I offer multiple selections that customers can make as part of their subscriptions. WooCommerce does not offer totals or reports for anything up that is not tracked using a 'variation ID' which you have to manually generate. My products have 80 or so variations per product sometimes and the WooCommerce system was actually a little buggy when I tried setting them all up at once so I gave up. Now I know that without that info, the selections in orders are treated as metadata and handled almost as if they are not relevant to the order
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.
The ticketing system of WooCommerce and WooCommerce Subscriptions is not state of the art. I wish it were an intercom type of support, But I honestly very rarely need support so it's partially a non-issue. Documentation is also very good so it preemptively addresses things that you might typically need support on. One thing I hate about WooCommerce plugins' support MO is that you're always asked to reset to the standard WP theme and deactivate all plugins, which is near impossible to do in a production environment. So their preliminary steps for offering support are highly onerous.
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.
It was a smooth and easy implementation for us. Downloaded the add-on and made a few integrations to salesforce and shipstation and we were up and running within a day
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.
We liked that WooCommerce Subscriptions was easier to implement, use, and (slightly) modify over Shopify's subscription model. We can implement and grow Wordpress and WooCommerce (with subscriptions) on our micro-sites fairly quickly and without much long term hassle. The UI is pretty easy to navigate, and the code is a bit simpler than Shopify's (from what we reviewed).
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.
