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Sage Intacct

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

Still a Sage fan

8 out of 10
March 11, 2024
We were beginning to outgrow Sage 50 and were looking for future proofing the business.
Sage Intacct has multiple Dimensions and Account …
Continue reading

A little insight on Sage Intacct

8 out of 10
December 05, 2023
We sell , Implement and support Sage Intacct . this truly is a best of breed product in the cloud space and provides unrivalled …
Continue reading
Read all reviews

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 (1166)
    8.4
    84%
  • Cash management (1082)
    8.3
    83%
  • Standard reports (1121)
    8.2
    82%
  • Custom reports (1105)
    8.1
    81%

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.sage.com/en-us/sage…

Offerings

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

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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…

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Product Demos

Revenue Recognition Demo

sageintacct.wistia.com

Sage Intacct Core Financials

sageintacct.wistia.com

Sage Intacct for Growing Businesses

sageintacct.wistia.com
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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.

7.1
Avg 7.5

Customization

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

8
Avg 7.0

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.

8.7
Avg 7.9

Reporting & Analytics

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

8.1
Avg 7.6

General Ledger and Configurable Accounting

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

8.3
Avg 7.4

Inventory Management

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

6.6
Avg 7.0

Order Management

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

7.8
Avg 7.4
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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 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

Sage Intacct Videos

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, Certinia ERP Cloud, and Microsoft Dynamics GP are common alternatives for Sage Intacct.

Reviewers rate Single sign-on capability highest, with a score of 8.8.

The most common users of Sage Intacct are from Mid-sized Companies (51-1,000 employees).
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Comparisons

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Reviews and Ratings

(2452)

Attribute Ratings

Reviews

(1-25 of 1316)
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March 11, 2024

Still a Sage fan

Score 8 out of 10
Vetted Review
Verified User
We were beginning to outgrow Sage 50 and were looking for future proofing the business.
Sage Intacct has multiple Dimensions and Account Groups for reporting purposes. I use these on custom dashboards to allow analysis at the touch of a button.
In addition to this we have also started to use the statistical journal entries to monitor non financial aspects of the business. Going forwrad for reporting on ESG factor this will be very handy.

We have multiple companies and will be looking at consolidation accounts in the future. This is now ready to go at the click of a button as there is a Top Level in Sage Intacct that allows you to look at all your companies at once.
  • Reporting
  • Dashboards
  • Statistical data
  • Fixed Asset register - not UK friendly
  • Vat codes - too many
If reporting is one of the main reasons you struggle with the current systems you are on then I would highly recommend Sage Intacct. The reporting is really what you make it, as it has a custom report designer and can make reports using Dimensions or Account Groups.If you have various companies under one Vat number this would also be handy as this could be run at Top Level rather than manually add vat returns together.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use Sage Intacct as our accounting platform and are developing the automatic reporting that gets emailed out on a regular basis to our project managers so they do not have to go in and run their required reports.
  • Integrations with other platforms
  • Ability to look at data in different ways
  • The use of dimensions to create additional subsets
  • Some of the custom reports and the ability to get to specific fields
  • The complex computations with subtotals and sorting by dimensions could use some improvement
  • The ease of the integrations with other platforms
It just depends on what the colleague was looking for and trying to accomplish.
February 20, 2024

User Friendly!

Score 9 out of 10
Vetted Review
Verified User
Incentivized
It is being used across the whole organization for reporting in hopes that departments stick to their budget.
  • Intacct community.
  • User friendly.
  • Importing.
  • Bank rec import needs help with rules and matching.
The Intacct community is a great feature and helps me get through most of my problems. Right now, I am working through the bank rec import module and it's just not working for my company due to the way journal entries are made and it comes across the bank.
Shruti Bharti | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
I am using Sage Intacct for Accounting & Financial reporting purpose. Its a great software which has all the right tools which are useful in our daily recording of data & there are multiple ways by which we can keep a track of our revenue. Invoicing activity also becomes very easy due to the easy bulk upload process & invoices can be shared just from a few clicks. Also the ease at which we can implement multi currency & multi entity models are very useful.
  • i recently prepared a custom report to track month on month recurring & non-recurring revenue by customers which reduced the manual effort of preparing reports in excel which an excellent feature.
  • we can generate invoices in multiple currencies by having a separate transaction definition under a single entity
  • Invoices can be shared directly from Sage Intacct by customizing suitable templates
  • as per the requirements of the organization i am working for i haven't encountered any such difficulty as of now
It saves a lot of time when we are working on the AR part of any business, from generating the Invoices which can be automated also to sharing the Invoices. The tracking process is also very convenient either we use AR aging or P&L reports it makes day to day reporting very easy.
John Wilhite | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
[Sage] Intacct is the ERP Tool [that] I use to oversee entries and posts related to a number or smaller entities. I use it to approve/decline JE, prepare FS, audit, and support tax filings.
  • Quick access to all areas of the firm
  • Superb cloud functionalities
  • User friendliness and friendliness of use
  • More details in a few areas perhaps
  • Integrate Yooz OCR perhaps
Well suited for the overall day-to-day operations of a company. Very easy to post entries and access all sorts of statements from wherever you are. Easy to approve/decline JEs.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use Sage Intacct to maintain the accounting for our operations. While we utilize other platforms all of the AR/AP, period, fiscal flows into Sage Intacct. The system allows for all of AR/AP to be in a centralized location with attachments. The option to add customized fields allows for better organization. However the bill approval process is lacking in customization and is limited. This is a problem with dimensional accounting.
  • Applying vendor deposits against bills and accounting for it correctly
  • applying intercompany credits against customers accounts
  • processing 1099 forms
  • Bill approval process lacks customization as it is limited to 3 types of approval policies, 2 of which are the same except one includes value. Once turned on it allows to all vendor bill across the board with not being able to limit by vendor or location
  • PO approval process could be easier to setup, the is no option to import the GL item groups so mapping has to be done individually and depending on the number of items can take a long time in each transaction type
  • Unable to edit voided transactions, so if a bill is reversed in 2022 and payment voided in 2023 the bank reconciliation will be off until 2023. There is no way to correct this
Dimensional accounting, accounting for multiple locations where coding is necessary. I would not recommend for e-commerce or sales related. This is more for operational accounting where when utilized with other platforms will work really well. The easy to learn the system is great and the help on this page actually provides helpful information. The smart rules, smart events help section could use some improvements
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use Sage Intacct to pull data into our system and generate optimised cash flow mechanisms, allowing users to track inflows and outflows better and suggest ways to improve and forecast cash flow. We use Sage Intacct as part of our AP and AR automation where we help users to strategically plan and optimise working capital.
  • The documentation is self explanatory most of the times, helps in understanding the entity better
  • The help section is very useful when it's difficult to create any transaction
  • The categorisation is clear and concise, I use AP,AR, GL mostly
  • I also liked the UI part
  • Sometimes its difficult to understand why a particular transaction is failing, and the error information may not be understandable. This could be done better
  • documentation which has the error codes and relevant solutions to resolve that could be a feature i would suggest
Sage Intacct is well suited for most companies as it is beginner friendly and with right learning time usable by anyone. It is well suited for companies where there is a hierarchy of users as each user has a particular role and clearly defined permissions. The employee expenses allows the employee information to be tracked better and this is something crucial for most companies.
Adam VanderHeiden, CPA | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Sage Intacct has been exactly what we needed to expand our business capabilities. The ability to track fixed assets, increase automation, and track inventory across locations and warehouses is indispensable. Reporting and budgeting across different departments within the business has greatly improved our decision making. Would definitely recommend to anyone who has outgrown QuickBooks.
  • Budgeting
  • Inventory Control
  • Reports
  • Dashboards
  • Accessability
  • Ease of Training
  • Issues with Importing Data Files
Sage Intacct does well with inventory control! We have inventory in over 100 locations that needs to be tracked and valued and any adjustments and transfers that we need to make are very easy to initiate within the Inventory Control module. Reporting on inventory has been very helpful for me to give to other managers in the company to aid their decision making.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
I have used Sage Intacct mainly on the order to cash functionality and with limited exposure to purchase and AP modules

I would like to say this is a flexible software which provides multiple automated accounting workflows that reduces manual intervention while it is integrated with other apps.

Contract module entry flow which is little complex but it provides very good visibility w.r.t what is flowing through the accounting and what is happening when.

  • Contract Module accounting flow - Though it is complex to understand, it is very much needed for reporting compliance with GAAP.
  • Integration with CRM, multiple billing and timesheet / expense management softwares
  • Custom reporting resolves much of customization required for many reports
  • Cross object relationship in custom reporting
  • Edit option in invoice after reversing cash application
Contract and project management if the best. The custom reporting is the lovely feature that I would play all the time to create the required reports and automate the reporting functions.

Less appropriate only when some one off customization is required which needs lot of effort to do and I will go with manual approach
Score 9 out of 10
Vetted Review
Verified User
Incentivized
The multi-entity & global consolidations module is being used by my current company, and it produces highly respectable accounting services results. The ability to publish their financial information in a consolidated format to demonstrate to investors how well they are performing makes the clients happy, and this is crucial to maintaining the "Benevolence" of the business position.
  • To perform all financial analysis, Sage Intacct includes a number of reports that can be pulled at the ledger and sub-ledger levels.
  • When the integration of data from other systems does not flow effectively, Sage Intacct offers the option to manually apply the payment or vendor credit.
  • Reclassification of financial transactions through GJ to make the financials correct as per the client's Business requirement to achieve the financial objective for maintaining the books
  • The audit log available is not having the complete information, which is very difficult to track if the user has left the organization.
  • The Dashboard features are not available for the basic plan, which would help to get more benefits if included for all plans.
  • The “invoice date”, “GL Posting date” and “Payment date” are frozen once the transaction is closed with the "Paid" status, which is virtuous in the aspect of to have a control but sometimes it will impact the financial review on the adverse sideways as well. The edit option given to the top-level users would help a lot to get them fixed whenever it is required.
  • Once a Credit Memo is applied against any open Invoice, we are not able to reverse the same. If we have applied the Credit Memo to a wrong invoice then we are not able to correct it.
The Sage Intacct application is appropriate for all Mid and small Business organizations to handle the accounting framework which is helpful for the Business to make important decisions on a timely basis which will help them to shape their firm or organization in a healthier way in the competitive market. The Business which has a very good Financial Statement with more accuracy, helps them to get more funds through loans or other advances to expand their business well and do extra business.
Bernadette Johnsen | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Sage Intacct is incredible software, we save a lot of time in financial analysis, it generates a good order in all our finances, the reports are quick to acquire and easy to detail, we save money and we avoid being victims of some failure in the calculations or human error already which is an automatic software. It is accounting software that constantly generates productivity and good results in the company.
  • I like the technical support, because thanks to them we were able to accelerate the implementation, the payroll management is the best we have seen, it has excellent artificial intelligence to accelerate the acquisition of financial data.
  • We improve the time we spend collecting data, because Sage Intacct collects it for us.
  • Income is always positive at the end of the month.
  • It took us a bit of time to learn the features, functions, and capabilities that can be achieved with Sage Intacct at first, but with the help of technical support, we improve day by day.
It is incredible to be able to have software that facilitates the collection, monitoring, and acquisition of financial data, it is always active to solve any accounting problem that arises, it is totally necessary for any large or small company, our department has worked perfectly with Sage Intacct, I recommend because I know it works.
Score 8 out of 10
Vetted Review
Reseller
We sell , Implement and support Sage Intacct . this truly is a best of breed product in the cloud space and provides unrivalled customizability and flexibility with a sight to always being the only version of the truth which builds confidence and trust .
  • Traceability
  • Flexibility
  • Ease of Use
  • Online Support
  • Help Files
  • Manufacturing
  • Job Tracking
It is great for professional services and NFP businesses and hospitality . Anyone that sells services and stock but needs improving on manufacturing and job Costing
Rebecca Miller | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We are the corporate office that processes all of the financial information for the 30+/- companies that our boss has either complete or partial ownership in. Having something that keeps all of our financials on the same platform and all accessible so easily is a huge thing for us. Being able to compare everything in one place and have it all be consistent in the account numbers, names, processes, etc., makes everyone's lives so much easier.
  • They're constantly evolving and growing
  • Interest in what their customers want, need, and would like to see
  • Seamlessness of updates and upgrades, without downloads
  • More "in your face" notice of added features that require being added to a user profile
  • Clearer explanations of what is needed on importing sheets
  • Go back to emailing office hours recaps for people that attended or signed up to attend
For our size and diversity in different fields, Sage Intacct is amazing for us. We have different divisions from Materials to Entertainment, Recreation and Real Estate and the companies are located in multiple states. The information we process comes from various sources and types of programs, but Sage Intacct makes it easy to get everything in the system by having pre-defined import spreadsheets that we can just fill in our information on and upload it. These are things that we used to manually enter back when we were with Quickbooks. Plus, not having to sign into a different company every 10 minutes made us all so much more efficient. That's something that I think would be a great deciding factor when debating if Sage Intacct is right for a company that is perusing their options.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Sage Intacct as our general ledger. We switched to it so that we could use a modern cloud-based accounting system. We wanted to be able to integrate to other systems, which Sage Intacct is able to do with many different third-parties. We use its electronic approvals to help us track where purchase orders and AP bills are, which is much better than when we were doing it by paper. We were also able to improve our fixed asset tracking by using a module in the software instead of Excel.
  • Document attachments
  • Integrations
  • Dimensions
  • Reporting could be more flexible
  • Vacation delegation for AP Bills
  • Budgeting and forecasting was too simple for our use
Sage Intacct is good if you want a cloud-based system with a lot of integration possibilities. Sage Intacct is also very useful for being able to edit history while also having the audit trail on what edits were made. Sage Intacct may not work well if you have very complex reporting needs, but you would most likely be able to use a third-party add on to help with that if needed.
Katie Murphey | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use Sage Intacct for entering expenses, as well as entering weekly time sheets. It is extremely user friendly and easy to navigate through entering time, and great to review past expenses.
  • TimeKeeping
  • Tracking of expenses
  • Abiity to breakdown time by actions and projects
  • Time sheets can sometimes be a challenge to get to, where you can't always get back to the list of previously submitted timesheets
Extremely well suited for time entry and documenting multiple projects and organizations
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use our customer's Sage Intacct accounts to pull reports and GL detail from their account ledger. That is how we perform out procedures and get an understanding of how the entity works and what types of entries are commonplace for the entity. It addresses the need to have clean, consistent data from the client.
  • Pulling reports
  • Organization
  • ease of use
  • Quicker software
  • Faster reports
  • saved reports
Sage Intacct is appropriate for a mid-sized organization that is looking for a good way to book journal entries and keep track of their accounting ledger. It is also good for people who want to be able to pull lots of data in a clean way that is easy to clean up in Excel.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We are using the Sage Intacct application for processing bills/ PO bills and applying the offline payment against the invoices and it will be useful for financial performance evaluation at the month-end. It is useful for extracting many other reports such as Aging reports, Bill registers, and T&E reports.
We are unable to schedule the payments directly from the Sage Intacct application.
It is very useful for Vendor creation and modifications if any are required.
  • Sage intacct will be useful in month end reconciliation by extracting all the required reports.
  • It is helpful for viewing of any type/particular GL codes directly in the General ledger folder
  • It will be helpful to apply the credit memos for a particular date
  • While processing the bill in Intacct the application is automatically consider the current date instead of the invoice date and has to be entered manually
  • There is possiblility of duplication of invoices which are processed via PO module since the error page will not popup while processing the normal invoice which is already included in the submitted PO list
  • Even though we have all the updated Vendor mapping file with detailed approver list, Sage intacct will display only approver 1 & 2 at the home page in the vendor mapping tab
Sage Intacct is appropriate for all Small size and medium-sized enterprises to process their invoices and extract financial information easily.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Sage Intacct is a very good accounting solution package used in our Organization for accounting services to our Clients business. The application is very ease to use and help in fixing the financial transactions very effectively and help our Clients to maintain their books very evidently with precise information and improve the Trustworthiness in the marketplace.
  • Reclassification of financial transaction through GJ to make the financials correct as per the Client Business requirement to achieve the financial objective for maintaining the Books.
  • Sage Intacct has Multiple reports which can be pull out at Ledger and Sub-ledger level to do all the financial analysis.
  • The Sage Intacct has an option to apply the payment or vendor credit manually when the integration of data is not flown properly from other applications.
  • The “invoice date”, “GL Posting date” and “Payment date” is freeze, once the transaction is closed with the "Paid" Status which is virtuous with the aspect of to have a control but sometimes it will impact the financial review on the adverse sideways as well. The edit option given to the top-level users would help a lot to get them fixed whenever it is required.
  • The Dashboard features are not available for the basic plan which would help to get more benefits if included for all plans.
  • The audit log is not having the complete information sometimes which is very difficult to have a track if the user has left the organization.
The Sage Intacct application is appropriate for all Mid & Small Business organizations to handle the accounting framework which is helpful for the Business to make the important decision on a timely base which will help them to shape their firm or organization in a healthier way in the competitive market. The Business which has a very good Financial Statement with more accurateness, help them to get more funds through loans or other advances to expand their business well and do extra business.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Sage Intacct is a very good accounting solution package used in our Organization for accounting services to our Client's business. The application is very easy to use and helps in fixing financial transactions
  • Reclassification of financial transaction through GJ to make the financials correct as per the Client Business requirement to achieve the financial objective for maintaining the Books.
  • Sage Intacct has Multiple reports which can be pull out at Ledger and Sub-ledger level to do all the financial analysis.
  • The Sage Intacct has an option to apply the payment or vendor credit manually when the integration of data is not flown properly from other applications.
  • The “invoice date”, “GL Posting date” and “Payment date” is freeze, once the transaction is closed with the "Paid" Status which is virtuous with the aspect of to have a control but sometimes it will impact the financial review on the adverse sideways as well. The edit option given to the top-level users would help a lot to get them fixed whenever it is required.
  • The Dashboard features are not available for the basic plan which would help to get more benefits if included for all plans.
  • The audit log is not having the complete information sometimes which is very difficult to have a track if the user has left the organization.
The Sage Intacct application is appropriate for all Mid and small Business organizations to handle the accounting framework which is helpful for the Business to make the important decision on a timely base which will help them to shape their firm or organization in a healthier way in the competitive market.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
I work majorly on end to end accounting. Major Business problem that we face while preparing accounts is that information is scattered and not easily understandable. Further when dealing with multiple dimensions of reporting sometimes reports doesn't capture all the or crucial reporting dimensions.

Sage Intacct addresses these problems efficiently as mentioned below:-

it provides me with overall reporting modules. Customised reports like GL Tabular and P&L Portal Tabular helps us to get us to do more detailed and efficient reporting and review which provide better understanding of financials and let us look into more peculiar way. With those reports we can customize the financial as per our requirement. Further consolidation module is very user friendly. Multiple entities reports can be seen at in one format helps us to understand entity level and consolidation level reporting better. Trend reports are comprehensive and helps us to better compare results of multiple periods in a better way. It greatly helps us in trend analysis. Employee information is also very easily available.
  • Custom Reporting : Captures multiple dimensions and minute details
  • Consolidated and comparative financial
  • AP and AR module contain all customer and vendor details, payment or receipt details
  • Easy synchronization with other software like bill.com, BlackLine, nexonia and Expensify
  • Automation of employee expense reports and there accounting posting
  • Cloud based system helps easy accessibility
  • When downloading GL Tabular for entities, sometimes reports gets crashed.
  • Its difficult to open multiple tab of same entity or different client.
  • When we export file some reports gets downloaded in MS-97 format.
  • Graphical reports are missing
  • Homepage is very basic and doesn't provide eagle view of the reports and modules
Well Suited scenarios :-
Customised reports like GL Tabular and P&L Portal Tabular helps us to get us to do more detailed and efficient reporting
In depth financial review
Excellent understanding of financials and detailed orientation
Consolidation module is very user friendly.
Multiple currency reporting reports understandable
Entity level and consolidation level reporting better.
Trend reports availability helps in better comparison of results.
Employee and vendor database if simplified
Automated entry posting for forex and cash applications
Integration with other systems

Less Suited
Dashboard like feature,
Access to multiple entities at single time
Score 10 out of 10
Vetted Review
Verified User
Incentivized
A Versatile and User-Friendly Solution for Accounting: Sage Intacct ReviewI've been using Sage Intacct for accounting and auditing purposes in our company, and it has truly proven to be a game-changer in delivering end-to-end financials to our clients. Here's why I believe Sage Intacct deserves a glowing review:

Versatility and User-Friendly Application: One of the standout features of Sage Intacct is its versatility. It seamlessly adapts to our diverse accounting needs, making it suitable for a wide range of financial tasks. Whether we're managing payroll, tracking expenses, or handling complex financial transactions, Sage Intacct consistently delivers. Its user-friendly interface is a breath of fresh air. It's easy to navigate and feels intuitive from the moment you start using it. This simplicity has significantly reduced the learning curve for our team, resulting in increased efficiency.

Clear and Understandable Presentation: Sage Intacct's presentation and view are nothing short of impressive. The clarity of information and the way it's presented make complex financial data easily understandable. This is a massive advantage when dealing with clients who may not have an in-depth understanding of accounting jargon. The straightforward presentation allows us to communicate financial insights more effectively, fostering better client relationships.

Custom Reports and Consolidation: When it comes to custom reports and consolidation, Sage Intacct truly shines. It surpasses other accounting packages I've worked with. The level of customization it offers for financial reports is remarkable. We can tailor reports to suit our specific needs, ensuring that we provide clients with precisely the information they require. Additionally, the consolidation process is seamless, making it effortless to compile financial data from various sources into a coherent and accurate whole.In conclusion, Sage Intacct has become an indispensable tool for our accounting and auditing endeavors. Its versatility, user-friendliness, clear presentation, and exceptional custom reporting and consolidation capabilities have significantly improved our workflow and the quality of our service to clients. If you're in search of an accounting solution that ticks all the boxes, Sage Intacct is undoubtedly worth considering. It has certainly made our financial management tasks more efficient and effective.
  • Custom Reports
  • Consolidation
  • Auto Sync from other applications
  • Particularly in GJ module, under show details it will be helpful if we include Service provider field, GL field to it.
Versatility and User-Friendly Application
Clear and Understandable
Custom Reports and Consolidation
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Sage Intacct as our accounting software as it is very intuitive and user-friendly. We especially like the customization of account departments and classes. The reporting customization is a big feature for us as well.
  • Customization
  • Reporting
  • Bank Recs
  • Automatic Bank feeds
  • Customization of home page
  • Importing
I would recommend Sage Intacct to any company looking for accounting software, as it will fit all your needs.
October 04, 2023

Accounting Made Easy

Score 10 out of 10
Vetted Review
Verified User
Incentivized
Sage Intacct really streamlines the entire accounting experience, with most of the complexity being behind the scenes. It removes almost all possibility for error by having most of the complexity hidden in the form of vendors and accounts. This also drastically reduces the work load for those using it, since most of the information auto fills. It also makes all of your financial information centralized and easily accessible.
  • Centralized Data
  • Simplicity
  • Customization
  • Search feature is not very good
  • Sage University helps but a lot of the videos are repetitive and overlap in information
  • A better online help forum would be nice
Sage seems more well suited for a larger scale multi entity corporation and less suited for a smaller business. It helps to simplify a lot of things that would be hard to manage with multiple entities. Overall, I think it is great software, just not for a single entity business.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Sage Intacct for our Full month-end accounting process. Accounts Payable, Purchases, Budget, and Financials to name some main functions.
  • Report Customizing
  • Accounts Payable
  • Drill-Down
  • Invoice Reversals after an invoice has been paid
  • Roles and Group Set-up
Sage Intacct has made our month-end process run way more smoother and quicker. I think it is well suited for medium to hard accounting processes. It would be less suited for companies with extremely complex accounting.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Sage Intacct, is a very helpful accounting software where we can books of record in very systamatic manner. It is easy to record the transactions and maintain the books of accounts, where we can easily pull out the reports in a customized format. As an Sage Intacct user, the priority is on ease of use which is undoubtedly brilliant work done by Sage Intacct Team. Another best thing about Intacct is upload file - we can pass any number of journal entries in a single shot which reduces so much of effort and time.
  • Bulk GJ Import
  • Bank Reconciliation
  • Bulk receive a payment import
  • When cash apps is performed for multiple invoices at once, we cant reverse cash apps performed for one invoice. It will reverse all the invoices
  • Bulk payment for AP Bills is required.
  • While adding reference for Cash Application lengthy reference is unable to add.
a) We can post huge number for transactions in a very less time using upload file. b) Easy interface and time saving features like bulk upload and Cash application import file. c) Duplicating GJ is a real saver of time and efforts.
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