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.
N/A
WorkBright
Score 9.9 out of 10
Mid-Size Companies (51-1,000 employees)
For businesses that are rapidly, seasonally, or just plain constantly hiring, WorkBright aims to take the cumbersome and traditionally paper-heavy process of onboarding and puts it all online. They make it possible for new employees to fill out their W4s, upload photos of licenses and certifications, sign digitally, and complete any paperwork from their laptop, tablet, or smartphone before they show up for their first day on the job. Integrations and an open API…
$158
hires per year
Pricing
Sage Intacct
WorkBright
Editions & Modules
No answers on this topic
Onboarding
Starting at $158/mo
hires per year
Offerings
Pricing Offerings
Sage Intacct
WorkBright
Free Trial
No
Yes
Free/Freemium Version
No
No
Premium Consulting/Integration Services
Yes
No
Entry-level Setup Fee
No setup fee
Required
Additional Details
Must contact sales team for pricing.
Our pricing is based off the number of hires in a given contract year. All contracts are annual but can be billed on a monthly basis.
Sage Intacct is well suited for organizations that have outgrown a basic accounting system and need real integrations, better reporting, and the ability to centralize financial operations without significantly adding headcount. For us specifically, it was the right fit because we needed to connect multiple systems, bring invoicing in house, and give leadership real time visibility into our financials. It works particularly well for small but complex finance teams that need the system to absorb work rather than create it. The system is powerful but it requires someone who understands accounting well enough to configure and maintain it properly. It is also worth noting that some of the more advanced features, like bank feeds and certain automation capabilities, can be harder to fully utilize depending on your banking relationships and technical setup.
Workbright is well suited because of the following reasons: 1. Data transmission between browser and application is highly encrypted 2. Bank grade data encryption for maximum security 3. Data is backed up at various locations 4. Database security is maintained to the highest standards with Engineers 5. Automated reminders and user correction error flow system
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.
Onboarding Paperwork - It would be great if there was only one website we had to log into. For example, I have to log into one to send paperwork, and then log into another domain to check the paperwork sent.
Note Timeline - Anytime any application is touched, viewed, etc. a note is made. We also utilize the note feature to communicate about each applicant. However, it gets quite messy when their are over 40 notes and you are not able to sort or organize them.
Attachments - Can't attach items in notes, would be nice feature for attaching images, snippets, pdfs, etc.
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.
Sage Intacct was selected as the best fit for our core financial management needs, reporting requirements, and finance team operating model. Sage Intacct’s dimensional model was a major factor. It allowed us to report by department, entity, business unit, customer, vendor, project, or other dimensions without creating an overly complex chart of accounts. The approval workflows, transaction history, supporting documentation, and reporting structure helped strengthen financial controls.
WorkBright was selected as the primary HR software within our company. One of the main reasons it was selected is the intuitive user interface and dashboard. Additionally, the software had excellent features for the cost such as custom reporting, notifications, enhanced security, and training. WorkBright offered many features that other HR software in the same price range did not.
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.
