Sage Intacct

Score8.6 out of 10

3,027 Reviews and Ratings

What is Sage Intacct?

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.

Categories & Use Cases

Media

Screenshot of Accounts Receivable: Automate accounts receivable processes.

Screenshot of Revenue Recognition: Automated and compliant revenue recognition with complete support for ASC 606 and IFRS 15.

Screenshot of Real-Time Reporting: Real-time reporting with up-to-minute financials across multiple business dimensions. Show only the metrics that matter based on the user viewing the dashboard.

Screenshot of the times and expense management dashboard, which is customized to reflect the user's role, displaying relevant information that aligns with their position, thereby presenting each individual with the data most pertinent to their responsibilities.

Screenshot of the detailed company metrics used to forecast business growth.

Screenshot of the order management workflows, which are automated to accelerate quote-to-cash sales

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Screenshot of Accounts Receivable: Automate accounts receivable processes.

Single sign-on capability
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
Category average: 8.5
Journals and Reconciliations
Automate and synchronize ledgers and processes
Category average: 8.7
Role-based user permissions
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Category average: 8.5

Cost of goods sold
The software calculates the direct costs attributable to a finished product, such as materials and labor, and includes roll-up pricing.
Category average: 7.8
Automatic reordering
The software can be set up to automatically reorder a good when it falls below a certain threshold.
Category average: 7
Manufacturing module
The software helps track and manage raw materials, work-in-progress items, and finished goods.
Category average: 6.4

Most Frequent Users

Top 3 industries using Sage Intacct.

Based on HG Insights installation data

View all Reviews

#1 most frequent

Professional, Scientific, and Technical Services

14.0%

2,016 installations of 14,395

“It certainly gives us better visibility into our revenue expenses and profitability across different verticals.”
— Manager, LifeLearn

#2 most frequent

Other Services (except Public Administration)

11.6%

1,672 installations of 14,395

“Sage Intacct is our accounting package. We link all banking transactions with our bank directly to Sage Intacct.”
— Cfo, Say Yes Buffalo

#3 most frequent

Health Care and Social Assistance

10.7%

1,539 installations of 14,395

“The automation in AP is great. This allows us to link Sage with Bill.com and approve invoices while simultaneously booking the JEs into the general ledger.”
— Senior Accountant, Vitana

Pros

Robust financial reporting with customizable dashboards and multi-dimensional analysis
Strong multi-entity and global consolidation capabilities for complex structures
Efficient Accounts Payable automation and streamlined approval workflows

Cons

Complexity in configuring and customizing reports and dashboards
Challenges with multi-currency and international payment integrations
Limitations in reporting flexibility, particularly for intercompany details and GL specifics

Amanda J. Bond, M.S.View profile

VP of Operations in Human Resources at United Way of the Chattahoochee Valley (11-50 employees)

Use Cases and Deployment Scope

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.

Pros

User friendly interface
Quick issue resolution
Integration with payroll software

Cons

Custom Reporting has been difficult for us to engage
Interface could be more aesthetically pleasing
Cost - we need to use more parts of this system to fully justify the cost

Return on Investment

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

Other Software Used

QuickBooks Desktop Pro, Safari, Adobe Acrobat

Samuel Thompson

VP Finance in Finance and Accounting at INPEX Europe Limited (11-50 employees)

Use Cases and Deployment Scope

We use Sage Intacct as our accounting system for a small group of UK and Dutch companies. There is one main trading company and several holding companies. We wanted to find a modern (i.e. user friendly and relatively polished) accounting system that offers multi-currency, multi-entity (including consolidations), email workflows for approval of purchases, invoices etc and must be cloud based for security and accessibility.

Pros

The system offers great functionality for software at this scale and price range and seems to have a range of additional modules available to meet client needs as they evolve
The audit trail associated with transactions is helpful for tracing errors and resolving issues if human errors occur
The email based workflow system for approval of transactions such as purchase orders is very convenient

Cons

The app does not work well for approvals on smaller mobile devices, the mobile layout doesn't function well
Error messages when there are issues with transactions can be confusing
Creating simple, clear attractive reports on spend seems not straight forward

Return on Investment

Realistically the choice of accounting software has had limited impact on our ROI overall as our accounting requirements are relatively straight forward
Implementation and roll out of the system was relatively stress free and didn't take too long so we didn't tie up excessive resources in that proceess.
We are currently working on improved expenses management and the spend management functionality seems to meet our needs for this. It should theoretically leader to better cost control and improved profitability.

Alternatives Considered

SAP Cloud ERP and Oracle Fusion Cloud ERP

Other Software Used

Sage HR, Emburse Certify

Manvitha Katta

Staff Business Solutions Partner, Finance Systems in Finance and Accounting at 6Sense (1001-5000 employees)

Use Cases and Deployment Scope

We use Sage Intacct as our primary financial ERP to address all accounting needs across our organization. We use Sage Intacct for Procurement, Billing, GL reporting, Financial reporting, and other finance use cases. We use Sage Intacct integrations with Avalara Advanced CRM and Salesforce to create contracts and manage billing. Sage Intacct helps us bill our customers based on contracts and sales invoices and send reminders and invoices on time. It also helps us track our payments to our vendors and bank reconciliations.

Pros

Advanced CRM integration.
Billing module and MEA allocations.
Payments to vendors.
Bank reconciliations.
Integrations with other platforms.

Cons

MEA allocations.
ICRW can be more developed.
Usage of AI.

Return on Investment

Improving Visibility and accounting.
Reduced manual efforts through custom integrations.
Automation of Billing which reduced manual Invoicing errors.
Integration with third-party apps like Salesforce, Zip, Avalara, and Concur has provided easier visibility into data.

Other Software Used

Navan, SAP Concur, FloQast, Avalara

Steve Bauer View profile

Chief Operating Officer in Corporate at Dwell Community Church and Subsidiaries (201-500 employees)

Use Cases and Deployment Scope

We are a church of 4,200, with affiliated non-profit businesses. Our operations cover 3 campuses. Our work includes our local community, but also >$2 million that goes toward international development and mission efforts. Sage Intacct has to make sense of it all. Our accounting & finance functions are the primary use of Sage Intacct since conversion 1 year ago, in May. The implementation of the system was robust, and now we expect to expand our use of the Sage Intacct tool-set in coming months and for years to come.

Pros

Excellent roll-up reporting of various categories of expenses across multiple depts. Data is not siloed when we want to find all revenue sources across business entities, for example, or even down to details such as what is spent on "discretionary" expense elements.
Coding nomenclature is flexible and makes sense across business areas. Again, this allows for both more effective capture of data and with reporting slices and iterations.
Sage Intacct's open architecture (availability of APIs and already existing hooks) has made integration with other system tool-sets easier than we would ever have thought.

Cons

Our main struggle with Sage Intacct has been with ease-of-reporting. The data is there, and the system is very flexible. But it is sometimes in a form that requires more analysis than we have been used to with our prior system solutions. However, much of this has been addressed and we have become more knowledgeable about the system, and have learned how to parse the data and properly code it.
While I previously stated that roll-up reporting is solid, we do have some issues with consolidating financials across multiple entities. We have 5 major "companies" and some consolidation has to be done off-line, using Excel or similar.

Return on Investment

As a church, we are not as ROI driven as other businesses. However, we can say that after only 1 year into our use of Sage Intacct, our most exciting finding is in staff productivity. When we have less administration to attend to, we can serve our communities with the time that is freed up.
The integration we have now between Sage Intacct and Bill.com and ADP payroll, for example, have absolutely saved us hundreds of man-hours a year - with elements such as reduced follow-up on expense reporting, eliminated reconciliations and more power in the end users' hands.

Alternatives Considered

Blackbaud Church Management, Aplos, powered by Velora and MIP Fund Accounting

Other Software Used

ADP Global Payroll, Rock RMS

LaShena Honore, CPA View profile

Controller in Finance and Accounting at Wireless Infrastructure Association (11-50 employees)

Use Cases and Deployment Scope

We use Sage Intacct as the core financial system for our trade association, which has a diverse revenue mix including membership dues, an annual conference, government contracts, and a growing training program. Before Sage Intacct, we were on Microsoft Dynamics Great Plains, which had become increasingly unstable and wasn't keeping up with our growth. Our data was scattered across multiple systems, integrations were manual, and invoicing was handled by individual sales departments with no centralized visibility. Sage Intacct addressed all of that. We now have real integrations with our AMS, expense management, and budget tools, so data flows in automatically. We centralized invoicing under accounting, freeing our sales teams to focus on revenue rather than chasing payments. Automated reminders, recurring journal entries, and direct auditor access have significantly reduced manual work across the team. We actively use the Accounts Receivable, Order Entry, and Prepaid Expense modules, and dimensions have been a game-changer for custom reporting. The ability to answer leadership questions in real time, without digging through multiple systems, has been one of the most meaningful improvements since going live.

Pros

Real-time integrations with third-party tools.
Dimensions and reporting that allow custom reporting and drill down.
Role-based permissions and access controls.

Cons

Bank feed connectivity is limited in practice. Due to the extra security layers many banks have in place, we haven't been able to fully take advantage of the bank feed capabilities Sage Intacct offers. If they could find a way to work around those barriers, that would be a big win.
Building custom reports can be complex to learn.

Return on Investment

Centralizing invoicing under accounting reclaimed 15-20% of membership staff time and reduced event sales collections from 2-3 hours per week to about 30 minutes during peak season.
Automation and integrations allowed us to absorb the workload of a departing team member without backfilling the role, representing direct cost avoidance in hiring and onboarding.
We continue to take on more operational complexity each year without adding staff or changing systems, which is the clearest sign the investment has paid off.

Alternatives Considered

Blackbaud Financial Edge NXT and NetSuite ERP

Other Software Used

Emburse Nexonia, MineralTree, Versapay

Sage Intacct

What is Sage Intacct?

Categories & Use Cases

Media

Sage Intacct Key Features

Top Performing Features

Single sign-on capability

Journals and Reconciliations

Role-based user permissions

Areas for Improvement

Cost of goods sold

Automatic reordering

Manufacturing module

Who Buys & Uses Sage Intacct

Most Frequent Users

Professional, Scientific, and Technical Services

Other Services (except Public Administration)

Health Care and Social Assistance

Most Frequent Users

Small Businesses

Mid-sized Companies

Enterprises

Most Frequent Users

United States of America

United Kingdom of Great Britain and Northern Ireland

Canada

Most Frequent Users

Finance

Engineering

IT

Sage Intacct Reviews

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