Sage Intacct

We use Sage Intacct as our main accounting software. It allows us to easily allocate costs to our projects and create financial statements quickly. We link our bank accounts and credit cards to the software, and it imports transactions automatically. This saves us time when we need to reconcile those accounts and know where we stand in real time.

• We can process invoices in less than 2 business days.
• We can close our books and create financials within 5 business days.
• Our accuracy and efficiency has increased significantly.

NetSuite ERP, QuickBooks Desktop Enterprise and QuickBooks Online Advanced

Stampli, Ramp, Buildertrend

I work the accounts payable in my company, and we utilize Sage for its ability to organize multi-entity AND multi-currency organizations. Being able to process bills and invoices through various entities across the globe is highly efficient. The inter-entity automations and consolidated reporting allow us to manage multiple locations and streamline our month-end closes.

• We are in early stages, but we are seeing areas where P&L are lacking
• The GAAP-compliant setup shows areas where we need to correct our accruals and amortizations

QuickBooks Desktop Enterprise

Ramp, Paylocity, ADP SmartCompliance

Sage Intacct is our primary financial accounting system. We are a mid-size non-profit in a metro area that runs multiple programs side-by-side along with a robust grant-making initiative for local agencies. Most of our programs are also grant-funded. Sage Intacct allows us to run multiple revenue streams alongside one another and provide custom reports to each program manager.

• Automated reporting means people have current information and don't have to ask Accounting about every expenditure
• API with payroll software has eased our payroll processing and allowed us to keep the department small
• Formalized Vendor accounts allow us to practice DEI in selecting which vendor to use

QuickBooks Desktop Pro, Safari, Adobe Acrobat

I currently use Sage Intacct to manage accounting for multiple clients in a Family Office setting. Intacct met our requirements which included bill pay, banking connections with semi-automated reconciliations, client login abilities and others. The primary feature we chose Intacct for was the ability to do consolidated reporting. Each family has anywhere from 5 to 40+ entities and the ability to produce stand lone financials as well as consolidate them in various ways based on family ownership is critical. Also, the ability to easily monitor cash balances in the various entities to be able to pay external loans, transfer cash between entities and plan for distributions was a significant requirement. There is 'bonus' functionality that was not a requirement but I'm using such as working on a custom dashboard to monitor for specific cash planning as well as the ability to publish reports that clients can use their own login to review and drill into.

• Ability to bring in more clients without additional headcount
• Ability to provide clients better reporting and insights
• Better support to our tax team with comprehensive and accurate financials

QuickBooks Desktop Pro, QuickBooks Online Advanced, Oracle Hyperion (legacy), Brightpearl by Sage, NetSuite ERP and Xero

QuickBooks Online Advanced, BILL, QuickBooks Desktop Pro, Microsoft Excel

Currently, we use Sage Intacct to primarily track AP and make Vendor payments. We plan to expand into AR tracking and reconciliations.

• 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.

Sage Accounting and QuickBooks Desktop Pro

QuickBooks Desktop Pro, QuickBooks Online, NetSuite ERP