Sage Intacct

Sage Intacct

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Score 8.8 out of 10
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Sage Intacct

Overview

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.
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Recent Reviews

Sage Intacct Review.

9 out of 10
October 27, 2022
We use Sage Intacct accounts payable, accounts receivable, cash management, and general ledger modules for our main book of business and …
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How Sage Intacct Differs From Its Competitors

Sage Intacct Automation

We have not integrated any automation up to this point. However, if invoice automation becomes available, we are likely to take advantage of that along with payments. I believe we are in the process of setting up an inventory management system, so Sage Intacct will help with that. We do not use …
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Sage Intacct Extensibility

In my role, I am mostly focused on bills, vendors, and 1099s. I do not have to work with any other modules, so I am not the best person to answer this question.
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Sage Intacct Extensibility

Global consolidations help out immensely as we have multiple entities. Contract revenue management also helps, as we have a decent amount of clients, and being able to easily manage their revenue and billing schedule is important.
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Sage Intacct Automation

My company has benefited from general ledger automation; however, accounts payable and accounts receivable automation processes have not yet been fully integrated. Further, order management continues to be maintained in a separate system. Integrating all processes would be a huge benefit to our …
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Sage Intacct Automation

The ability to combine core financial processes into one system is beneficial to use because it helps to standardize how we enter repetitive transactions, which makes it easier for new staff to follow by reviewing previously entered transactions. Also allows us to easily see trends.
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Sage Intacct Automation

We have definitely benefitted from the automation. We are a small company and just 1 person is able to effectively manage all of the basic aspects of accounts payable, accounts receivable, financial reporting and months end closes with very few issues. Help for these issues can be easily found …
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Sage Intacct Extensibility

Project accounting makes our project management far easier than the way we had been doing it. With proper job setup in the project management module, most every task is simple to perform and data can be input very easily. The printed dock templates could be a bit easier to navigate but overall …
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Sage Intacct Automation

I know for the general leger its helpful. The ones that I truly appreciate are the recurring journal entry, memorized entries, and saved reports. These features saves me time and all I have to do is click a button or verify the post.
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Sage Intacct Automation

Yes, Intacct has helped tremendously. In our former environment we had no integration between our ERP and external systems including our bank, ADP (payroll), AP payment system, and warehouse management software, and the integration with our credit card merchant processing systems was poor. Intacct …
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Sage Intacct Automation

I have only been with the company for about six months but it seems to be user friendly and runs pretty efficiently making my job easier to manage. It has kept me a happy employee so far. If an issue does come up, I have quick access to online help and either call or email customer service.
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Sage Intacct Automation

The robust technology involving these areas allows to automate many of our tasks, reducing errors and increasing accuracy across the board. This allowed us to manage time more effectively and increase productivity, by focusing on more important issues.
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Sage Intacct Extensibility

It has been a game changer working separately through each area. It has increased our depth in reporting and decreased the amount of errors.
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Sage Intacct Automation

Having the agility to setup automatic recurring entries has saved us time and accuracy. Being able to have anything automated is obviously a big time saver and increases accuracy.
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Sage Intacct Extensibility

We have used global consolidation, multi-entity, and project accounting modules. The global consolidation and multi-entity have been great. Working with different entities in different currencies can be very confusing, and Intacct has been a big help with making this easier. The project accounting …
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Sage Intacct Extensibility

Being a non-profit organization, we order a lot of supplies for children and families, we would like to see punch out added to accounts payable. Ordering any kind of supplies would be a lot easier, and keeping track of those items would in easy as it would be on the same platform.
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 40 features
  • Accounts payable (923)
    8.5
    85%
  • Standard reports (892)
    8.5
    85%
  • Cash management (849)
    8.4
    84%
  • Custom reports (877)
    8.2
    82%

Reviewer Pros & Cons

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Video Reviews

1 video

Get Creative: Sage Intacct Opens Up Options for Software Company
03:56
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Pricing

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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.

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://www.sageintacct.com/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting / Integration Services

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Alternatives Pricing

What is Xero?

Xero is an online accounting software product for small businesses and personal finance. Its features beyond general ledger and double-bookkeeping include quotable invoicing, bank reconciliation, purchase order and expense management, and tax management. Third party apps can extend its features…

What is ZipBooks?

ZipBooks is an accounting software solution for small business owners and accountants. Users can track expenses, manage their team, send recurring invoices and manage projects.

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Features

Payroll Management

Provides for pay calculation and benefit plan administration, in addition to managing direct deposit, salary revisions and payroll tracking.

7.1Avg 7.6

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

8.3Avg 7.2

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

8.8Avg 8.1

Reporting & Analytics

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

8.4Avg 7.5

General Ledger and Configurable Accounting

Financial management solution, including capabilities for general ledger and configurable accounting

8.3Avg 7.4

Inventory Management

The ability to track and manage the flow of goods or materials into and out of an inventory.

6.7Avg 7.1

Order Management

The ability to process orders, and track them from quote to cash.

7.8Avg 7.5
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Product Details

What is Sage Intacct?

Sage Intacct is a cloud-based financial accounting software system with functionalities for small to mid-sized businesses. Sage Intacct delivers an array of core accounting applications such as a general ledger, accounts payable, accounts receivable, cash management, and order management to any accounting department or finance team. It also supports functionality for built-in dashboards, real time reporting, time and expense management, project accounting, revenue management, and global consolidations for multiple entities.

With an open API structure, Sage Intacct’s accounting solution also provides integration with any CRM, payroll, POS, or ERP system such as Salesforce, and ADP.

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 Features

General Ledger and Configurable Accounting Features

  • Supported: Accounts payable
  • Supported: Accounts receivable
  • Supported: Cash management
  • Supported: Bank reconciliation
  • Supported: Expense management
  • Supported: Time tracking
  • Supported: Fixed asset management
  • Supported: Multi-currency support
  • Supported: Multi-division support
  • Supported: Regulations compliance
  • Supported: Electronic tax filing
  • Supported: Self-service portal
  • Supported: Global Financial Support
  • Supported: Intercompany Accounting
  • Supported: Journals and Reconciliations
  • Supported: Enterprise Accounting
  • Supported: Configurable Accounting
  • Supported: Centralized Rules Framework
  • Supported: Standardized Processes

Inventory Management Features

  • Supported: Inventory tracking
  • Supported: Location management

Order Management Features

  • Supported: Pricing
  • Supported: Order entry
  • Supported: Credit card processing
  • Supported: End-to-end order visibility

Payroll Management Features

  • Supported: Reimbursement management

Reporting & Analytics Features

  • Supported: Dashboards
  • Supported: Standard reports
  • Supported: Custom reports

Customization Features

  • Supported: API for custom integration
  • Supported: Plug-ins

Security Features

  • Supported: Role-based user permissions
  • Supported: Single sign-on capability
  • Supported: Multi-factor authentication
  • Supported: User-level audit trail

Additional Features

  • Supported: Subscription billing
  • Supported: Revenue recognition
  • Supported: Collaboration/Social
  • Supported: Multiple chart of accounts
  • Supported: Multiple reporting books
  • Supported: Multi-dimensional reporting
  • Supported: Graphs/Charts/Performance cards
  • Supported: Report visualizations (conditional highlighting, color grading, trendlines, etc.)

Sage Intacct Screenshots

Screenshot of Forecasting: Forecast growth based on precise business metrics.Screenshot of Accounts Receivable: Automate accounts receivable processes.Screenshot of Role-Based Dashboards: Customize time & expense management dashboards based on a user's role, showing each person only the information most pertinent to their position.Screenshot of Revenue Recognition: Automated and compliant revenue recognition with complete support for ASC 606 and IFRS 15.Screenshot of Order Management: Automate order management workflows & for faster quote-to-cash cycles.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.

Sage Intacct Videos

Sage Intacct Integrations

Sage Intacct Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
Supported CountriesUnited States of America, Canada, Australia, United Kingdom, South Africa

Sage Intacct Downloadables

Frequently Asked Questions

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.

NetSuite ERP, FinancialForce Accounting, and Microsoft Dynamics GP are common alternatives for Sage Intacct.

Reviewers rate Single sign-on capability highest, with a score of 9.

The most common users of Sage Intacct are from Mid-sized Companies (51-1,000 employees) and the Non-profit Organization Management industry.
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Comparisons

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Reviews

(1-25 of 1049)
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Score 10 out of 10
Vetted Review
Verified User
Sage Intacct was our full ERP solution that captured and reported on all of the data from our integrated systems. We used it to generate reports for month-end reporting, budget analysis, and flux analysis and generated dashboards for various department heads so they could quickly view their status and self-serve answers to common questions.
  • Dimensions are the building blocks for custom reports
  • Drilling into details is as easy as clicking on anything that's a link
  • Permissions are fairly customizable by user or role, allowing for controls and segregation of duties
  • The Fixed Asset and Prepaids modules could be updated to match the usability of the rest of the product.
  • The Charge Payoff screen should have a "match transactions" feature like the bank/credit card reconciliations do.
  • Very large transactions (AP bills and JEs with over 500 lines) take a very long time to load and sometimes crash in a Chrome browser. If you need to edit one mistake, it's almost easier to reverse the entry and re-upload via csv.
Sage Intacct is very well suited for mid-size companies with complexity in their accounting or reporting processes and a high volume of data. While Sage is focusing efforts on making Sage Intacct a best-in-class for all processes, using disparate systems is still the way to go for things like expense reports, asset management, PO requests, sales contracts, corporate card use, and payroll. Sage Intacct does integrate very well with a lot of those systems, and suggests their partners on the Sage Intacct Marketplace.
We did not use much automation.
Score 10 out of 10
Vetted Review
Verified User
I use Sage Intacct for invoicing, paying bills, 1099s, and tracking of GL accounts. I enter all invoices and submit for payment. We have recently went paperless, so I now save all invoice copies as attachments in each bill entered. I set up all new vendors and am able to save W-9s in each vendor file. I solely do 1099/1096 reports each year. I also run reports to see where GL accounts stand at certain times, which also helps identify errors in coding.
  • Tracking capabilites.
  • Allowing attachments with entries.
  • Ability to pay bills directly from Sage Intacct.
  • They are always adding or improving features.
  • I would like to see the automated invoice entry eventually.
  • I think that getting the settings correct to print on 1099s can be difficult.
  • I would like to see the ability to for attachments to save with their name instead of Sage Intacct generated numbers.
  • I would like to be notified of possible duplicate entries for vendors based on name, address, FEIN, etc.
Sage Intacct is amazing for any company's accounting purposes. A smaller company may be better suited with less than Sage Intacct offers, but mid to large-size companies will definitely benefit from all this software has to offer. The invoice entry and bill paying is amazing for the volume of bills we have on a daily basis. The fact that it is cloud-based offers unlimited storage capabilities, which is helpful in being a paperless company. I honestly think that any company can use Sage in some fashion for its accounting purposes.
We have not integrated any automation up to this point. However, if invoice automation becomes available, we are likely to take advantage of that along with payments. I believe we are in the process of setting up an inventory management system, so Sage Intacct will help with that. We do not use Sage Intacct for receivables other than tracking the GL codes that our receivables are mapped to.
Alex Ta | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
We use Sage Intacct in our day to day operations from AP to AR and month-close tasks and reporting. We have had issues in the past that included glitches in the system and syncing issues on the AP side that causes delays in our month-close. The slow response time from their support team also does not help.
  • User-friendly, easy to navigate
  • Importing data
  • Report pulls
  • Customer support team time
  • Too many system updates every Friday evening
  • Glitches in data at times
Running reports is very easy to use. I like the layouts of the financial statements and the ease of getting the data from these reports.
Yes, being able to import data helps out instead of inputting all data manually.
November 08, 2022

My Opinion

Score 10 out of 10
Vetted Review
Verified User
We use Sage Intacct to support our clients. We are an Intacct partner and Var partner. We have many different clients in many different industries. I am a daily user, support other staff and train and support clients. My clients are in retail, family office and Healthcare. I love Intacct and am constantly learning new ways to simplify processes and improve efficiencies in the system.
  • Invoicing
  • Dimenisions and Account Groups
  • Reporting!!!!
  • Payroll
  • Accounts payable reporting
I have a retail client in multiple states with multiple stores. We setup allocations that allow us to just select the proper allocation. Setup and it makes the coding of accounts payable and payroll so much easier. The use of dimensions and account groups allow us to make user defined reports and detail for each store location. Lots of flexibility.
We have used some of the general ledger features and are very excited and looking forward to the new accounts payable processes that are coming.
Score 5 out of 10
Vetted Review
Verified User
Sage Intacct is used as our complete accounting systems; however, integration with payroll, accounts payable and accounts received systems have been challenging. Further, electronic data interchange between our asset management system, expense reimbursement systems and credit card reconciliation platforms also are less than desirable. I believe the platform has tremendous functionality and with the write partners in the systems category could proof to be very promising.
  • Dashboards
  • Financial reports
  • Custom reporting
  • Payroll
  • Payables
  • Receivables
Purely from a reporting standpoint and customization standpoint it is excellent. When it comes to talking to other systems and allowing varying access for different level employees, there is a lot of work to be done. Integrations with other platforms is essential. There are also too many add ins that I’m sure are used universally and should be included in the base package.
My company has benefited from general ledger automation; however, accounts payable and accounts receivable automation processes have not yet been fully integrated. Further, order management continues to be maintained in a separate system. Integrating all processes would be a huge benefit to our organization. We have begun steps to integrate payroll through the new Aage module and are looking forward to these benefits.
Score 9 out of 10
Vetted Review
Verified User
I use the General Ledger for AR to create Journal entries and like the ease of duplicating those, which allow me to quickly add a new one or edit an existing one without creating/reversing the batch. A plus I find is the ability to search multiple ways within those to easily find posted JE. The use of the reporting features is most helpful for my monthly reconciliations and for preparing for my company's yearly audit.
  • Reporting
  • Accounting
  • Accounts payable
  • Better/more ability to use keystrokes for data entry
  • Templates for journal entry in AR
  • Shortcut keys
I work in a nonprofit organization which has a yearly audit, so the ease of the auditing team's ability to access the accounting information is a huge time saver for all. The ability to drill down and customize reporting to fit my specific need. The journal entry process has been streamlined with the option to duplicate JE transactions.
Our nonprofit is relatively new to Sage Intacct and has already experienced the benefits of Positive Pay, bank reconciliation, ease of journal entry, custom reporting ability, and the auditing process.
October 27, 2022

Sage Intacct Review.

Score 9 out of 10
Vetted Review
Verified User
We use Sage Intacct accounts payable, accounts receivable, cash management, and general ledger modules for our main book of business and our smaller nonprofit entities. It's nice to have one system to store the backup we need. The only issue I have is the canned reports are not always user-friendly to modify.
  • Accounts Payable.
  • General Ledger.
  • Export/Import Feature.
  • Reporting
  • Dashboards
  • Release of Restricted Funds.
Sage Intacct has made it easier for us to import data from our billing software into our accounting software. Sage Intacct allows us to utilize one product to manage multiple entities. The ability to easily export to Excel makes sharing data with other departments less cumbersome.
The ability to combine core financial processes into one system is beneficial to use because it helps to standardize how we enter repetitive transactions, which makes it easier for new staff to follow by reviewing previously entered transactions. Also allows us to easily see trends.
October 26, 2022

A Great Financial Tool

Score 8 out of 10
Vetted Review
Verified User
Sage Intacct is a product that we are utilizing across the organization but most especially in the finance and accounting department. It has helped is in a great extent in financial reporting. I love its cash management module which is pretty intuitive. It well understands the user's need which makes it easy for us in reconciliation.
  • It is great on financial reporting.
  • Great in bank reconciliation.
  • I just don't like the fact that it has alot of add ons
It is great in general ledger reporting since one can easily manipulate it to fit in on one's need.
It has automated the whole process of finance and accounting process which makes it easy for audit.
It has automated the whole process of accounting thus helpung us save time and made audit easier.
Score 8 out of 10
Vetted Review
Verified User
Overall great product that's capable of managing nearly every aspect of our business. As a user with no experience I found it very easy to learn and work with on a daily basis. The learning Center and training courses I've been very helpful and my peers in the community are almost always quick to respond to the wide range of questions I have
  • Bill payment
  • Project management
  • Financial reporting
  • Receivable history could be easier to navigate
  • Printed doc templates could be simpler to create
Intact is user friendly and relatively quick with load times and report results. I can easily enter bills and have checks ready to print in minutes. The dashboards are particularly helpful for monitoring key operations of our business. The learning center is lacking and could use a much wider array of topics
We have definitely benefitted from the automation. We are a small company and just 1 person is able to effectively manage all of the basic aspects of accounts payable, accounts receivable, financial reporting and months end closes with very few issues. Help for these issues can be easily found within the intact community site
Score 10 out of 10
Vetted Review
Verified User
We use Sage Intacct to perform all accounting, reporting, budgeting, and retention functions for all of our governmental funds.
  • Document storage
  • Audit documentation
  • Budget tracking
  • Fixed assets
  • Fixed assets
  • and Fixed assets
It is the best accounting system that I have worked with, although the fixed asset functions need improvement.
We are continually using Sage Intacct to improve our processes and streamline our workflows. We learn new ways to improve every year.
October 24, 2022

Good workflow!

Score 9 out of 10
Vetted Review
Verified User
I use Sage Intacct for my grant accounting. The main modules I use are the general ledger, grant module, and financial reports module. A couple of the problems I've encountered are limited reporting for grants and options for maintaining grants.
  • Charts of Accounts
  • Accounts payable
  • User friendly
  • Purchase request
  • Bank reconciliations
  • AR
I appreciate the general ledger report module. It allows me to manipulate the general ledger to find details of postings and what may be missing. The grant module could be enhanced. It would be nice to have more reports available in this module verses having to create new ones.
I know for the general leger its helpful. The ones that I truly appreciate are the recurring journal entry, memorized entries, and saved reports. These features saves me time and all I have to do is click a button or verify the post.
October 24, 2022

Sage Intacct Review

Score 9 out of 10
Vetted Review
Verified User
We are the back office providing financial services for Charter Schools through out America, and we are using Sage Intacct to our accounting function. We are making a lot of journal entries to reclass, and would like to have a provisional post functionality in Sage Intacct.
  • Bank Feed: making it easy to do bank reconciliation
  • Customize Dash Board: creating customize reports for specific viewers
  • Smart rules: a little changeling for someone who has no coding knowledge to do
  • Provisional post: Sage 300 has a functionality where it allows us to see what the ending trial balance looks like if we provisional post a journal entry/entries
  • Smart rules: an easier guidelines would be help full
We have multiple funding sources which need to track the expenses which means we have to create a lot of new GL account codes, Sage Intact allow us to use the new coding without creating the new GL account string.
We haven't finished setting up these feature yet, but would like to try in a near future
Score 9 out of 10
Vetted Review
Verified User
We are new to Intacct and it is a major leap forward for us. From a finance standpoint, we love the report building tools largely replace the hodgepodge of SAS queries, Power BI, and Excel reports we cobbled together every month. Likewise, Sage Intacct Planning (SIP) had made our budgeting process much faster and easier. Accounting love the interface and we are just beginning to experiment with the AI/ML outlier detection, which thus far looks to be incredible. And our IT is glad for the API environment that eases integration with other systems.
  • Report building
  • Budgeting
  • Integration with other systems
  • The integration between Intacct and SIP leaves much to be desired. We should not have to recreate the dimensions and rollups (departments, categories, etc.) we set up in Intacct again in SIP.
  • We upgraded to Intacct from Sage 100C. There was absolutely zero integration between the two Sage tools. The conversion was as difficult as if we had converted to a third party ERP because there were not conversion tools to aid in upgrade from 100C to Intacct as there are in other ERP ecosystems.
  • Consultant “partners” are terrible. Our chosen partner delayed our conversion about a year, and we only executed the conversion after our IT department largely took the conversion over from them. At Transform I talked to other recently converted companies who had similar experiences. Sage should do a better job at certifying who they allow to represent them to their end users.
Our rapidly growing company completely outgrew our former ERP and were in need of a platform robust enough to match our growth without the complexities and costs of the Big Boy platforms like SAP, Oracle, etc. I would recommend Intacct to other emerging companies such as our own.
Yes, Intacct has helped tremendously. In our former environment we had no integration between our ERP and external systems including our bank, ADP (payroll), AP payment system, and warehouse management software, and the integration with our credit card merchant processing systems was poor. Intacct and the library of plugins has greatly improved the speed and accuracy of all of these interfaces.
October 18, 2022

Awesome Product

Score 9 out of 10
Vetted Review
Verified User
We use Sage Intacct for our Financial Platform.
  • Accounts payable.
  • Financial reporting.
  • Dashboards.
  • Implementing fixed assets into Sage.
Sage has allowed us to automate our processes. It made auditing very easy this year. Our auditors were able to go in and pull their reports.
We currently use the AP function for managing our check payment process.
Score 8 out of 10
Vetted Review
Verified User
Accounts Payable, Purchasing, GL
still using a lot of manual processes which we need to automate
  • User friendly favorites
  • Easy to undo/reverse
  • Time & Attendance integration with Expensify
  • Training Contacts
  • Talking to our bank
  • Personalized videos
Sage Intacct has some great preferred partners! Make it easy to have a selection of add-in’s, etc.
Yes and looking forward to utilizing the tool more!
October 18, 2022

Outsourcing Jungle

Score 9 out of 10
Vetted Review
Verified User
I work on multi clients in a outsourcing capacity so there is a lot of moving parts on a daily basis. Intacct solves many issues that we don’t have in other software. The highlights are reporting it is much easier, monthly close is much easier and the duplication of screens is awesome to name a few.
  • Duplicate screens
  • All clients on one console
  • Easy to get the reports
  • Banking downloads on reconciliation
  • Prefill of invoices of AP
  • Attachments with add on software Ex. Bill.com I have to retrieve from only Bill.com
Multi entity companies is made much easier with Sage Intaact. Finding everything in one program such as reporting, accounts payable and accounts receivable is made so easy to use.
Hopefully we will be using the AP automation in future
Score 9 out of 10
Vetted Review
Verified User
In Accounts Payable, Set up new vendors, enter and upload invoices and other supporting documents and W9 forms. Ensure entries are correct before submitting for approval. Print checks and confirm after dual signatures. No problems to address at this time now.
  • Efficient.
  • Accurate.
  • Helpful.
  • Search tool.
  • Organize tool.
  • Extended time staying on without having to re-login.
Uploading an invoice capability or emailing to a specific address to upload. Draft mode to ensure invoice is balanced and posted correctly before submitted. Good filters to use when preparing to pay bills and printing checks. Creating and exporting standard and custom reports and other information is easily accessible. Creating Favorites is very nice.



I have only been with the company for about six months but it seems to be user friendly and runs pretty efficiently making my job easier to manage. It has kept me a happy employee so far. If an issue does come up, I have quick access to online help and either call or email customer service.
October 17, 2022

Terrific software!

Score 10 out of 10
Vetted Review
Verified User
We sell the product to organizations that need to expand beyond their current legacy software. We demo the product, implement the product, and support our customers after implementation.
  • Automation.
  • Consolidation.
  • Reporting.
  • Month-end close.
  • Dashboards.
  • Budgeting software.
  • Bank reconciliations.
It is well suited for small to medium sized businesses that have a few million in revenue. It is particularly useful in the nonprofit, hospitality, and healthcare industries.
Our organization has greatly benefitted from the AP automation and greatly improved our GL reporting.
Meenu Adlakha | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
We are writing journals, making bills doing Reconciliation in reports, Uploading Client Statements and tracking the payments.
  • The Support team is very responsive.
  • Clear dashboard.
  • Vast variety of modules.
  • Custom reports.
  • Statement analyser.
  • The UI needs to be improved.
  • The performance of application needs improvement.
  • Should be browser-friendly.
We are able to upload and analyze the statement.
We can track the Past payments and alter the future payments.
We can prepare any Custom reports for the Management.
We can track the cost of the whole project.
We are able to track the past payments for the client. We can track any clients which is turning bad in advance so that we can discuss and plan the future payments.
Score 10 out of 10
Vetted Review
Verified User
I use Sage Intacct for different educational organizations I consult for to manage their finances. These are large network schools and organizations with multiple entities.
  • Managing inter company.
  • Automating AP.
  • Audit logs.
  • Reporting.
  • Smart rules.
Great for multi entity organizations.
These automations have provided efficiency and have allowed for the team to focus on business growth.
Renee Squires | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User
We use it for all of our accounting needs. AP, AR, purchasing and GL. Including financial reports for our board of directors.
  • Ease of GL entries.
  • Cloud product.
  • Help.
  • Adding notes to pages.
  • Check writing.
  • GL posting history and user details.
  • Purchase orders.
  • Report printing.
  • Cash receipts.
  • Aging reports.
  • Vendor payment reports and screens.
  • Customer payment reports and screens.
Many lacking features comparing to older Sage products. We were told we were on an antiquated system and upgrading would be an improvement. When implementation was done, it felt like taking a step backwards. Support has been great but they have been stumped by lack of features that seem to be something that would be a normal process.
We have only utilized automation in GL. It has given us a little time back to process other stuff.
October 17, 2022

Accurate and reliable

Score 10 out of 10
Vetted Review
Verified User
As our accounting GL software. It produces detailed customer reports to drill down into our customers. We are able to look at each customer in comparison to others that we service.
  • Provides audit trail.
  • Enables Excel uploads.
  • Does bank reconciliations.
  • More in-depth training.
  • Examples to follow when setting up company.
  • Detailed checklist for setup.
Program has soo many options to complete tasks to make things more streams and controlled.
We have gone from individual entry to uploads saving valuable time. Rules made to auto matching items in bank tec.
October 17, 2022

Don’t think twice!

Score 10 out of 10
Vetted Review
Verified User
Sage Intacct has allowed to extend our reporting and increase our efficiency as we record transactions that deal with complexities of working with different funds and locations as well as departments. It has also help us decrease our workload as we have been able automate many different tasks. This has improved our team dynamic as we are able to put more resources towards development and team building.
  • Dimensions reporting.
  • Dashboard views.
  • Innovation.
  • Restriction release feature.
We use it to manage the accounting of our church and it helps us through the complexities related to our operations.
The robust technology involving these areas allows to automate many of our tasks, reducing errors and increasing accuracy across the board. This allowed us to manage time more effectively and increase productivity, by focusing on more important issues.
October 14, 2022

Review

Score 9 out of 10
Vetted Review
Reseller
Utilize it for my outsource accounting services.
  • Reporting.
  • Allocations.
  • Dashboards.
  • Bank feeds.
  • Attachments.
It is well suited for multi entity and dimensional tracking.
Currently using bill. Com for ap processing.
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