Sage Intacct vs. Zoho Invoice

Sage Intacct is well suited for most accounting needs, specifically journal entries, accounts payable/receivable processes and cash management. Intacct is also useful for budget planning and integration with financial actuals, as well as report writing to coincide with financial reporting processes on monthly, quarterly and annual basis. I'm not sure that Intacct has the capability to fully house a financial reporting process, but it is a great tool.

Incentivized

Zoho Invoice streamlines invoicing, payments, and customer interactions, improving financial health and saving time, money, and energy. It ensures billing accuracy, reduces errors, and streamlines client billing by tracking goals and streamlining invoice generation. Zoho Invoice focuses on automation and invocation management to efficiently complete multiple tasks. Zoho Invoice has all the features needed for an invoicing system, but it could be better at integrating with other CRM platforms and simplifying taxation.

• Sage intacct will be useful in month end reconciliation by extracting all the required reports.
• It is helpful for viewing of any type/particular GL codes directly in the General ledger folder
• It will be helpful to apply the credit memos for a particular date

Incentivized

• Multiple payment platforms integrated for ease of client payment.
• You can create different hourly rates for various tasks or individuals within an organization.
• You can attach files to your invoices.
• Clients get their very own log-in.
• Ability to create credit notes.

Incentivized

• More "in your face" notice of added features that require being added to a user profile
• Clearer explanations of what is needed on importing sheets
• Go back to emailing office hours recaps for people that attended or signed up to attend

Incentivized

• Time tracking, though easy enough, could be simplified. Having the ability to change default settings when entering time could save a few keystrokes.
• The ability to automatically take unbilled hours and pull into a new invoice seems to be there, but it is a bit cumbersome. It also defaults to too much detail. Having the ability to customize would be great.
• The ability to auto-BCC yourself on all invoices sent out would be a nice feature.

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

Sage intacct is known for its robust financial management capabilities. It offers features like general ledger, accounts payable and recievable, project accounting, expense management and more. It is suitable for small top mid sized businesses and larger enterprises. Sage intacct is highlyscalable and can accommodate the needs of growing businesses.

Incentivized

Google Drive stored my invoices in one accessible location but required more time and maintenance. I didn't want to invest the time into building out sheet functions to carry over figures across sheets, so I researched invoicing options. I am already a fan of Zoho services, so it was an easy decision to try out their Invoicing site. Same login, the same level of support, free trial. No risk! I was pleased to find the solution on my first try.

Incentivized

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

Incentivized

• Sage Intacct provides multiple modules based on business requirements and it will fulfill the client's needs as per their budget.
• AP aging and AR aging help clients to make the decision at any time to allow reserve for doubtful debts to ensure the financials are shown with correct values.
• Financials are published on time with minimal adjustments or corrections. This client benefits and files taxes on time.

Incentivized

• Zoho Invoice has created a positive impact by allowing us to successfully organize and track online payments and invoices.
• Zoho Invoice has saved us both time and money by making our invoicing business processes automatic and effortless.
• Zoho Invoice has created a positive return on our investment many times over. It's increased business functions to help generate more profits in shorter periods of time.

Incentivized