Sage Intacct

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.

Blackbaud Financial Edge NXT and NetSuite ERP

Emburse Nexonia, MineralTree, Versapay

We use Sage Intact as our core financial management and accounting platform to support finance operations across our different verticals. It primarily addresses business problems related to financial visibility across different verticals, accounting accuracy, reporting efficiency, and, most importantly, operational control. Our major use cases are as follows: General Ledger, Accounts payable and vendor management, AR Bank reconciliations, Month-end and period close, Budgeting, Forecasting, and variation reporting, Integration with Salesforce, Projects planning, Timesheet integration. The outputs are primarily used by leadership, operations, and business stakeholders for decision-making. It certainly gives us better visibility into our revenue expenses and profitability across different verticals.

Zuora and NetSuite ERP

Atlassian Jira, monday.com, Azure DevOps

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.

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.

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.

QuickBooks Desktop Pro, Safari, Adobe Acrobat