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December 02, 2020
Sage Intacct is used only in our fiscal department for the purposes of billing, A/P, financial statements, and more. We do not use it for payroll or timekeeping, however. Our organization had a large embezzlement occur 3 years ago due to the outdated program in use at the time. Now, with the audit trail and internal control features we can implement, our record-keeping is easily monitored and extremely accurate.
- Audit trail: Need to know who changed an entry or deleted a transaction? Hiding fraudulent activities is now very difficult to do!
- Reports: Create the exact report you need and save it for future use.
- User permissions and roles: Ensure segregation of duties by assigning features and abilities to specific users and/or roles.
- Expensive.
- Extra costs for core features: Budgets, revenue management, etc. costs extra money, and all internal upgrades should be included in the high annual costs of the program
- Confusing dimension applications: Attempting to create reports and use dimensions based on location or location groups, etc. is daunting and not an easy task.
November 08, 2020
Sage Intacct is used by everyone involved in Finance - our Finance department uses it to create and generate invoices, while our billing department uses it for customer support and accounts receivable. I am in the billing department, and I pull up a customer's Intacct account every time I speak with a customer.
- Intacct is very responsive - I have never had to wait longer than a few seconds for any sort of request on this software. This is helpful when I have a customer on the phone that I am helping. Intacct values my time and my customer's time.
- It is very easy to automate the process of generating invoices - the main reason we use Intacct. Not once have I been stuck or confused on how to get a customer into a routine billing cycle.
- The invoices that are generated from Intacct look clean and they are very customizable.
- The processing side of Intacct that we use to process payments manually is very slow. If ever I want to process a payment myself, it will take me 3 to 4 minutes.
The accounts receivable end has become almost completely automated, we have all of our customers on automatic payments, Intacct automatically processes the payment, automatically generates the invoices, and automatically sends out invoices to the customers once it is processed. This has saved our Finance and Billing departments a lot of time that we would not have been able to afford to spend otherwise.
Sage Intacct is only being used by our finance department for bookkeeping and reporting. We have an integration for AP automation as well. Other staff have view-only access to see information relative to their job duties and decision making responsibilities. The accountant is most involved with the bookkeeping, AP, and reporting/dashboard creation. The CFO is most involved with reviewing the dashboard and reporting information to keep up with our financial position and to give reports/updates to the rest of the organization.
- Dimensions.
- General ledger reporting flexibility.
- Dashboards.
- Customizable financial reporting.
- Bank reconciliation - I do not like the forced "matching" layout. I prefer the old layout where I can manually check off items and see real-time adjustments without needing to hit "match".
- Bill changes - I want to be able to edit more fields for bills in an open period-paid or unpaid-without being forced to do a full reversal or making an additional reclassifying entry to correct a data entry mistake.
- Vendor ACH information - I want to be able to send an [encrypted] email to a vendor to allow them to input their own bank information into the system that I do not have to see or handle in order to pay via ACH.
General ledger automation is a huge time-saver, which will only provide more and more benefits as our company grows, and separate departments for accounts payable, accounts receivable, payroll, etc. come into existence. Role based component access is also great for internal controls when dealing with company finances and striving to minimize any opportunities for fraudulent activity.
Sage Intacct is being used by the Office of Accounting Services as well as Department Heads throughout the organization. It enables us to have a more streamlined approval process for payments as well as a more streamlined budgeting process led by the department heads.
- User roles enable approvals with an electronic audit trail.
- Paperless solution means a more efficient workflow from anywhere.
- The robust nature of the product makes it intimidating to non-accounting users.
- Deciphering the error reports I get and how to fix the errors is frustrating. Usually, they are import errors, but they are difficult to troubleshoot.
We have managed to become more efficient on both the Accounts Payable and Accounts Receivable side. We are paying more bills via ACH and receiving more electronic payments from the locations we serve.
October 27, 2020
We are using Sage Intacct as our primary financial tracking and reporting system. It is integrated with an industry specific ERP system to process invoices and track inventory. Although Sage Intacct has it's own inventory that would work for other needs it won't for ours. Sage Intacct's multi-entities and easy consolidations is a great benefit for anyone needing that functionality. One of the easiest accounting systems to learn and teach. It also has many business partners to integrate other automations with.
- Multi-Entities- no need to have multiple financial statements in Excel you can do it right in Sage Intacct.
- Reporting and dashboards-custom reports are easy to create.
- Customer support-quick response from a knowledgeable individual.
- Not a 3rd party AP Automation-OCR AP Bills-approval limit matrix.
- More ability to automate account statement and invoice follow-up.
We are currently looking into some other automations. Right now we use Expensify and it uploads beautifully. We also use Limelight but I was not involved.
Sage Intacct is being used mainly by our accounting department, and a little by our operations department. We recently made the switch after quickly outgrowing QuickBooks and needing more reporting functionalities. It has made the financial close process quick and seamless, and investor reporting much more detailed and concise. We can also track customers and AR much more simply.
- Reporting
- Customer tracking
- Home page is lacking
- Some redundant steps to get to the same things
The projects field has been really beneficial. We have been able to tag other components to the property field so that we have automatic connections between projects and other fields that we run reports on. This automation has made reporting extremely simple. This automation has also made custom reporting really simple
October 13, 2020
Sage Intacct is our single source of the truth for enterprise-wide finance and accounting data. Four profit centers and seven cost centers spread across four entities with operations in two states are supported by Sage Intacct. We use Sage Intacct for accounts payable, accounts receivable, financial reporting, general ledger activities, tax tracking, and all ancillary finance and accounting functions.
- Sage Intacct tremendously simplifies our chart of accounts by allowing us to use multiple dimensions to accurately track and report on expenses and sales. We now have a universal set of simple GL accounts, consistent across all entities and departments.
- Sage Intacct allows us to extract and report upon detailed financial information very quickly. We are able to support operations more effectively by significantly reducing the amount of time required to get answers around financial information.
- Sage Intacct eliminates IT-related issues and delays. Software updates are reliably scheduled and rolled out to the entire Intacct user base simultaneously. We spend zero time or money maintaining servers, applying updates, etc...
- I would like to see published pricing for add-on modules without having to engage an account executive. This would allow us to determine if a particular module we are considering is priced in a way that makes sense for the value we hope to gain from deployment very quickly.
- Sage Intacct has tons of flexibility supporting customizations like smart rules. An object-oriented, visual smart rule builder would be a great enhancement.
Inter-entity transfers are handled automatically. Recurring accounts payable bills have significantly reduced the time our AP clerk spends processing monthly recurring bills. Integration with and automation surrounding payment for expense reports has trimmed dozens of hours per month off of our processes. Payroll journal entries are now automatically brought into Sage Intacct using its API instead of manually entering the data.
December 16, 2020
Intacct is the main tool we are using to survive the myriad of mergers, acquisitions, and integrations we are facing. It has been the easiest SaaS product to date for integration. It's easy to learn - and will eventually be used for the entirety of the organization. There simply are not enough words to begin listing the issues it's (hopefully) addressing.
- Search function is reliable.
- Intuitive UI.
- UI allows for mild customization.
- The export process for xls, invoices, AR reports is somewhat counterintuitive.
- It'd be nice if there was a route to parse tax from sum total.
- Running reports is awkward, but I am sure that's a user error.
I really hope my company is using these features. I am willing to bet they are not. Seems too logical if you ask me. I can say, I can easily find all of the listed items in the question. Definitely a good thing. I would love to see some guides on building an automation - in a sandbox of some type.
It is a great platform. Extremely user friendly and integrates well with other platforms we use.
- Alerts when duplicates are trying to be entered.
- Can break down levels.
- Chat feature for different vendors is sooo helpful.
- Ease of creating reports.
- Back function doesn't always take you back to the previous screen.
We have benefited from this as company as it has reduced the number of emails that go back and forth.
December 15, 2020
Intacct is used for Accounting purpose, used in the accounting department only.
- Great reporting system.
- User friendly.
- Great support team.
- Much easier to navigate when the modules are listed on the top of the screen not just a dropdown.
- The ability when posted payment in AR by wire, the ability to list the tracking number use to come up as prompt prior to leaving. this was easier to track payments received when reconciling the bank statement. You can put the information in the reference line, however after doing it the other way for so long I forget sometimes, it was also a safety feature to make sure you posted to the right payment method.
- I would like to see an easier way to change the contacts when an invoice has already be created through the AR not order entry.
- Prior to having the information changed did not show in Order entry when invoices were paid and had a zero balance. I am not sure if this was changed system wide or only for our company.
AR - was working great prior to the changes now there is more steps to complete.
1099-nec - would be nice if the system could have converted the 1099-misc to the 1099-nec instead of me doing the legwork.
1099-nec - would be nice if the system could have converted the 1099-misc to the 1099-nec instead of me doing the legwork.
August 21, 2020
We used to use Abila MIP as our accounting system (for non-profits) and Prophix for reporting. Abila's development of their web version left a lot to be desired, wasn't being effectively updated and customer service was tough (very long wait times on anything but chat). Prophix was used to combine data from multiple systems (operational data, financial, payroll, etc.) to create more effective reporting. Intacct has a great web interface, is much more cost-effective, and allows for the importing of statistical/operational data. It's very easy to create reports (Abila was very restricted in that area) and dashboards. Our finance team uses Intacct for accounting and reporting. Our executive team uses Intacct for dashboards and reporting.
- Integrations with other system (AP automation, banking, etc.)
- Reporting and dashboards
- Drilling down to detailed transactions
- Flexibility in slicing data
- Add AP automation functionality
- Customer service should be better trained on the product
Recording, importing, and processing transactions is easy. If mistakes are made, it's easy to fix them as well. It would be great if Intacct had full AP automation where invoices/statements could be scanned/uploaded with OCR reading and automatically coding them (we currently use Yooz for this). We have not set up approvals in Intacct across the company because we're relying on Yooz for that.
December 04, 2020
We use Sage Intacct for our non-profit organization, we have 3 users, I am a "super user". It allows us to keep better track of our books.
- Invoicing and working with a 3rd party
- Keeping all of the information you in detail
- User Friendly
- The reporting aspect is difficult, especially transitioning from QB's to Sage.
I will say that coming from a very manual software to Sage [Intacct] has been very good for us. We don't have to duplicate what we do, things are very automated.
November 22, 2020
Our organization uses Sage Intacct to track donations and expenses. We are a small non-profit and Sage tracks our income from donors and expenses in the ministry. It provides an up-to-date accurate picture of our finances and donations. It also allows us to do reimbursements and check requests.
- As a non-profit, Sage provides us with an accurate account of the donations for the month.
- Sage allows us to compare our annual donations by the specific month and by the current year.
- Sage allows us to turn in our expense reports on line and track them during the year.
- I would like Sage to have an option to list donations by the current month descending to past years. Right now, you have to scroll all the way down.
- I would like to have a tab for monthly expenses. There is a tab to year to date expenses. We currently have monthly income and year to date income, and that is great.
- I would like to see the name of the person giving the donation and the amount.
I haven't used those features for my small non-profit.
Sage Intacct is being used across our whole company. We use it to request reimbursement for mileage as well as reimbursement for food/ supplies related to work expenses. It addresses the issue of how to organize our expenses and ensure payment to staff. Additionally, Sage Intacct keeps a history of all of my expenses that have been submitted and approved which is helpful when trying to recall if I need to look back to confirm if an expense had been entered or not.
- Easy to use site for staff.
- When expenses are routed to management for review, this process also works well and allows for management to easily review requests.
- When entering expenses you can enter multiple expenses under one submission.
- I can't think of any major issues.
- I think the home page should have an easier to find button to click on to enter expenses.
- It would be nice to not have to move the cursor over to be able to see all of the columns that I need to enter within an expense form.
Since I don't work in our accounting department, I am unable to actually answer this question. That being said, our accounting team has always talked positively about Sage Intacct so I can assume that the automation of the core financial process has been beneficial to our team in terms of keeping things organized.
We are using it for our expense vouchers. This is where we put in our mileage to be able to get reimbursed from our company. I also approve my staff's expense reports. We also use this for our county to keep track of expenses within our foster care system and pay our providers.
- It's nice to see at once how much I will get paid for Mileage.
- This has helped keep us organized with account payable.
- We can approve things in a timely manner and keep track of employee's accounts.
- It can sometimes get confusing on how to enter items.
- An onboarding process would be nice to help with new workers.
- The first page being more user-friendly.
Yes, we use it to track all of our payments out to providers. We have also used this to approve employee mileage and other expenses. As a supervisor, I am able to use this quickly to approve and review these items from staff. We have also used this to keep track of our agency credit card usage.
Sage Intacct is used as our organization's accounting system and we absolutely love it. We use it to record all transactions and review our financial results. We have created custom financial reporting packages that are easy to communicate our results to various stakeholders and internal staff members. The ability to customize the system by purchasing additional modules is by far its best feature.
- Reliable
- Customizable
- Intuitive
- Bank feeds need to be cleaner.
- Easier to build dashboards.
- Premium report builder should be included in the base-model.
We have absolutely benefitted from the automation Intacct allows for. I believe that it is integral in how smoothly our operations run.
Sage Intacct is the ERP we use across the entire organization. One of the challenges we face is that while Sage doesn't solve all our problems/issues it integrates well with other platforms. The challenge is then picking the right other subsets of software to accomplish all of our tasks.
- Cloud Based
- Multi-Functionality
- Compatibility
- Too Many Settings
- Confusing once you get past the basics
November 12, 2020
We are a multi-entity organization that switched from QuickBooks Desktop Enterprise to Sage Intacct when we outgrew QuickBooks and needed to change to a product that could fit our growth. I made the decision to choose Sage Intacct. Our hope was to have a product that would help simplify our multi-entity transactions, make our company financials easy to consolidate, and provide robust financial support. Unfortunately, Sage Intacct has fallen somewhat short on a number of features. We have spent most of our two years struggling to make the features do what we were told they could.
- Multi-entity companies are available in a drop-down menu and are easy to navigate between
- Reporting showing all entities combined or separated is available
- Top-level sharing of items (customers, vendors, bank accounts) makes multi-entity transactions and financial entry easy to use
- Credit card transactions are not handled very well at all; the process is needlessly tedious and faulty.
- Credit cards must be assigned to one entity and are not available for other entities unless you use the top level; however, credit card payoffs/payments do not work well at the top level, causing many issues.
- For bank reconciliations, Sage Intacct's odd "match/unmatch transactions" process adds a step that is unnecessary--it's a rec, you should be able to simply check the appropriate boxes and move on.
- Bank feeds are not true feeds in the sense that QuickBooks uses the term. This feature does not enter the transactions in Sage Intacct, it merely shows them. So you still need to manually enter any missing transactions. This also adds another unnecessary step to reconciling.
- I have not found any of my requests for Sage Intacct support to be friendly at all. Some were downright rude. I posted a question in one of the community support forums, and a Sage Intacct representative told me "Please post an IDEA."
- To add credits on invoices, you create a "credits available" line in the Receive Payments screen with the (incorrect) invoice total in the Invoices section. You're forced to treat the discount line as if you issued a separate credit, rather than have the invoice be what it actually is.
- Their pricing model is very high. You pay a base, you pay per user, you pay per entity--they have outpriced themselves for the value they provide.
- The multi-entity function doesn't actually work as well as you would expect, and you still need to double-enter transactions between companies. Without careful scrutiny, the multi-entity transactions can actually cause more issues than they provide solutions.
My organization has not benefitted from these items, as Sage Intacct is a difficult product to use with complex companies, and the only things they truly focus on and do well are general ledgers and reports. Most companies can't run their business using only journal entries. Sage Intacct would work well for a smaller single organization without much need for complexity, but it would be vastly overpriced for such a company, and the procedures needlessly complicated, making it not very suitable for either small companies or large organizations.
Used in the Accounting department for financial purposes. I only do one part and my understanding is the program is used to regulate our financial statements and financial information for our outside accountants. I also believe it is used for asset management purposes.
- Keep customer informed of changes
- Helpful back up when issues arise
- Easy report processing
- Less changes to the system.
I work with the accounts receivable portion and the automation is comparable to other programs I have used but I have a couple programs I like to use more if I had the availability/option. My opinion is based solely on educational reasons. Being new to the program is challenging.
November 10, 2020
Across our whole company, every employee has to report their time via Sage Intacct weekly. It addresses the issue of billing since we bill clients hourly, and it helps the internal teams understand our utilization rate. I believe our team can run stats through Intacct to understand if we are using employees to bill.
- Simple- No extra frills.
- Intuitive- It is easy to quickly add my hours and which project I worked on. The flow is very user-friendly.
- Checks and balances- I have to submit my time and then my manager has to approve, and then our Controller has to approve that. There is even another auditor on timesheets as well when there are discrepancies.
- On the user front, none. I suspect the backend team would have more insight.
I am not aware if my org uses this or not.
November 08, 2020
The Finance team is working remotely so we use this cloud-based system for our team.
- The Duplicate feature is great!
- I love that you can email reports directly from the program.
- Sage Intacct allows you to invoice directly from the program and set up reminders as well.
- I wish that you could set up multiple invoices for one Vendor and that Intacct could send them automatically on set dates.
I love the duplicate feature, especially when entering in Payroll twice a month.
November 08, 2020
GWI leverages Sage Intacct to submit purchase requisitions, issue purchase orders and track expenses. The finance team uses it for additional accounting functions and is able to share detailed dashboard information with the management team. Being cloud based has allowed us to ditch the local servers and access our financial information wherever we are.
- Fast data display
- Easy to drill into complex information sets
- Purchase requisitions should have an automatic link created for the purchase order. Users have to view this information in the history section. Not intuitive.
- The purchase approval process should be clearly viewable. Currently you have to look at historic approvals to get the approval information.
We are still in the process of updating our internal flows to accommodate the additional data that we can now track. We anticipate using automation in the near future.
We use Intacct for keeping track of our projects, track and manage timesheets and billing invoicing.
- Easy to track projects, add billing rates, assign roles
- Different formats for reporting available
- Integrated well with accounting processes
- Option of blocking timesheets should be provided
- The tool takes time to get updated in case of changes made to Project Manager name under Project deals
I have not used these features personally and used by Accounts team
November 07, 2020
Sage Intacct is excellent for its ease of use. The entire application is designed similarly to salesforce.com and there is a seamless integration between Sales and Accounting to reduce redundant data entry. Since the systems can be integrated, you can decide which records are managed by which team. I've worked with smaller ERP systems like Quickbooks and larger systems like Oracle and SAP. I found it very easy to adapt to using Sage Intacct and find the software scales easily with the businesses that use it.
- Revenue recognition
- ASC 606
- MEA
- Custom Reporting can be challenging for new users to modify.
- When importing data the failure message often includes the single error the system identified and does not identify additional errors until you attempt to re-import. This can often lead to multiple failed imports in order to identify all errors.
- Budgets within Sage Intacct has great functionality and can be referenced in budget vs actual reports. However, it might be helpful to provide a multi-step guide on how to budget using dimensions for new Sage Intacct users who are not as familiar with Intacct.
I have turned off automatic posting for revenue recognition to review scheduled entries before they post to the GL. The out of the box automation is a nice feature though and I do utilize recurring bills/journal entries. Intacct generates transactions automatically which has shortened our month-end close task list by a few days.
November 05, 2020
Our company provides back-office solutions for our clients. We utilize several types of accounting software solutions, but Sage Intacct is our preferred accounting software due to its flexibility and reporting customization capabilities to create any type of financial reporting that our clients may need to help run their businesses.
- Customized reporting with both financial reports and custom reports.
- Dashboards applications to create various dashboards depending on your role within the organization.
- Statistical report tracking to include both financial and non-inancial data on reports.
- Applying AR customer receipts can be time consuming.
- It is customizable but that can also lead people to going overboard in the setup of the software.
- Credit card expenses is time consuming and does require additional steps depending on how much vendor tracking you want to have in the accounting system.
We currently do not utilize this.
Sage Intacct Scorecard Summary
Feature Scorecard Summary
What is Sage Intacct?
The Sage Intacct system includes accounting, cash management, purchasing, vendor management, financial consolidation, revenue recognition, subscription billing, contract management, project accounting, fund accounting, inventory management, and financial reporting applications, all delivered through the cloud.
Sage Intacct aims to give organizations the visibility and agility to make the right data-driven decisions at the right time to steer their organizations and people to growth and recovery. When it is integrated with budgeting and planning and paired with HR and people software, Sage Intacct is designed to enable digital transformation through continuous accounting, continuous trust and continuous insight.
Sage Intacct Screenshots
Sage Intacct Videos (5)
Sage Intacct Downloadables
- Learn the key benefits of moving to the cloud, the 5 signs that your accounting system is holding you back, and what to look for in a best-in-class, cloud-based financial management solution.
- Life After QuickBooks: Why It’s Time to Step Up to Sage Intacct for Business-Class Financial Software
- “Close the Books” Survey: Does your close make the grade?
- 2019 Buyer’s Guide to Accounting and Financial Software
- The Smarter Way to Plan & Budget
Sage Intacct Integrations
Salesforce.com, Bill.com, Xactly Incent, KeyedIn Projects, AvidXchange, Zuora, Expensify, MineralTree, Quick Base, FloQast, Planful (formerly Host Analytics), Nexonia, by Emburse, Adaptive Insights, a Workday company, QStock Inventory, EmployeeMax, FastPath, Nexonia, PayPal, Ameriflex
Sage Intacct Competitors
NetSuite ERP, FinancialForce Accounting, Microsoft Dynamics GP, Microsoft Dynamics SL, Acumatica, QuickBooks Desktop Enterprise, Microsoft Dynamics 365 Business Central (formerly Dynamics NAV), MIP Fund Accounting (formerly Abila MIP), Microsoft Dynamics 365 for Finance and Operations (formerly Dynamics AX)
Sage Intacct Pricing
- Has featureFree Trial Available?Yes
- Does not have featureFree or Freemium Version Available?No
- Has featurePremium Consulting/Integration Services Available?Yes
- Entry-level set up fee?Required
Sage Intacct Support Options
| Free Version | Paid Version | |
|---|---|---|
| FAQ/Knowledgebase | ||
| Social Media | ||
| Video Tutorials / Webinar | ||
| Phone | ||
| Forum/Community |
Sage Intacct Technical Details
| Deployment Types: | SaaS |
|---|---|
| Operating Systems: | Unspecified |
| Mobile Application: | No |
| Supported Countries: | United States of America, Canada, Australia, United Kingdom, South Africa |