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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Sage Intacct Planning

    Score7.5 out of 10
    N/ASage Intacct Budgeting and Planning is a cloud budgeting and planning software with pre-built Sage Intacct integration for small to midsize businesses. It is a combination of cloud planning and budgeting that’s designed to be easy to deploy and use.N/A
    Pricing
    Sage Intacct Planning
    Editions & Modules
    No answers on this topic
    Offerings
    Pricing Offerings
    Sage Intacct Planning
    Free Trial
    No
    Free/Freemium Version
    No
    Premium Consulting/Integration Services
    No
    Entry-level Setup FeeNo setup fee
    Additional Details—
    More Pricing Information
    Features
    Sage Intacct Planning
    Budgeting, Planning, and Forecasting
    Comparison of Budgeting, Planning, and Forecasting features of Sage Intacct Planning
    Feature
    Sage Intacct Planning
    7.7
    2 Ratings
    18% below category average
    Long-term financial planning7.52 Ratings
    Financial budgeting8.52 Ratings
    Forecasting7.52 Ratings
    Scenario modeling7.02 Ratings
    Management reporting8.02 Ratings
    Analytics and Reporting
    Comparison of Analytics and Reporting features of Sage Intacct Planning
    Feature
    Sage Intacct Planning
    7.3
    2 Ratings
    21% below category average
    Personalized dashboards8.52 Ratings
    Color-coded scorecards7.52 Ratings
    KPIs6.02 Ratings
    Cost and profitability analysis8.02 Ratings
    Key Performance Indicator setting7.02 Ratings
    Benchmarking with external data6.02 Ratings
    Revenue Forecasting8.02 Ratings
    Budgeting Tools
    Comparison of Budgeting Tools features of Sage Intacct Planning
    Feature
    Sage Intacct Planning
    7.4
    2 Ratings
    19% below category average
    Automated Budgeting7.52 Ratings
    Financial Planning Collaboration7.02 Ratings
    Budget Customization8.52 Ratings
    Departmental Budgeting7.52 Ratings
    Import & Export Tools6.52 Ratings
    Best Alternatives
    Sage Intacct Planning
    Small Businesses
    No answers on this topic
    Medium-sized Companies
    Oracle Hyperion (legacy)
    Score7.5 out of 10
    Enterprises
    Oracle Hyperion (legacy)
    Score7.5 out of 10
    All AlternativesView all alternatives
    User Ratings
    Sage Intacct Planning
    Likelihood to Recommend
    7.5
    (2 ratings)
    Usability
    8.0
    (2 ratings)
    User Testimonials
    Sage Intacct Planning
    Likelihood to Recommend
    Sage
    Great for large and medium-scale organizations who want detailed budgets! It also works well for our small-medium org with several grants, funding streams, and business revenue. Because it syncs with Intacct's dimensions, it's much more customizable than some other platforms, and it will link with your existing financial software so you don't have to compare things independently.
    Incentivized
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    Pros
    Sage
    • Sage Intacct Planning helps with enabling me to import a variety of information to combine and compare data within my responsibilities.
    • The services helps give us a snapshot using previous years data compared against current year to assist in predicting the upcoming financial issues and accomplishments.
    Incentivized
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    Cons
    Sage
    • Some built-in help options can be challenging for non-finance folks to understand.
    • For our organization, the learning curve was a little steeper than expected, but it's much smoother in round two.
    • If you're importing instead of using the software to enter information, you may get some (or several) errors.
    Incentivized
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    Usability
    Sage
    I have had great results and find it maneuverable and productive. Aside from a few things I would add (as noted before) for what I and my company use the services for it just fits.
    Incentivized
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    Alternatives Considered
    Sage
    Intacct Planning means we can focus on Intacct alone-- we don't have to work with outside spreadsheets in Google Docs, we don't have to re-format things from Excel, and we don't have to learn how to sync other planning software to Intacct. It streamlines our ability to create and manage our planning process, which is invaluable to a team our size.
    Incentivized
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    Return on Investment
    Sage
    • It's really helped bring our organization into the 21st century, away from manual data manipulations.
    • Getting outside finance folks comfortable and familiar with the software has been a larger hurdle than expected.
    • I think the cost would be more worthwhile the larger your organization is —it may be hard to justify for a group of fewer than 50 people.
    Incentivized
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