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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.https://media.trustradius.com/product-logos/u8/36/IQIL44K5ALCH.JPEGThe move to Sage Intacct has proven to be the right move; beneficial and valuable.Currently, Sage Intacct is used just within our Accounting department, however, we are able to distribute essential budget and current expense reporting to other departments and employees through scheduled reporting. Intacct addresses efficiency and visibility issues. Before Intacct, reports had to manually be created and sent to our departments, now they can be scheduled and sent as needed saving my team and I valuable time and effort.,Intacct has a number of valuable resources including Intacct Collaborate, Intacct Community and the Intacct Learning Center. Your Company has the ability to purchase an option for a sandbox environment, which is a "test" environment using your live data. The sandbox can be updated 4 times a year without additional cost with your most current company file data. Intacct allows a user to create customized reporting. Within our own Company, the manner in which items on the Income Statement and Balance Sheets appear are not ordered in the same fashion as some of the financial reporting as provided by Intacct. However, you are able to create completely customized reporting including formats for something that is more consistent with the formats of the reports we used before.,Although the reporting is great, it is far more sophisticated than what I was used to. Grasping the reporting can take a lot of time, but once I got it I got it. Implementation was stressful, but any conversion of a GL is. However, knowing what I do now, I would have set up some dimensions a little different than what I did. Some of the training videos and help center information on newer products within Intacct do not have enough detailed information to be helpful. Understanding the basics is easy, but diving deeper into the product there are not always enough training materials.,8,Other departments within our Company, although they don't use the product, can see the benefits of its implementation and capabilities through the scheduled reporting. Intacct has reduced the time it takes my team to enter daily transaction volume while at the same time increasing the amount of detail we are able to include with each transaction. I have just started using SIBP and I am very excited to see where this product is going. We have been able to create a budget without Excel this year.,Currently, our company does not use the AR or order management function. However, we are starting to research the capabilities of the AP automation.,N/A,7,,5Was able to decrease ME close from 15 to 4 daysIntacct is currently being used by our Accounting dept. only. We switched from Quickbooks so the functionality and reporting has been leaps and bounds above what we able to do previously. We utilize Intacct to track expenses by project, department, billable, etc.,Reporting - We are able to build custom reports that drive decisions from above. Project driven expenses - We are able to see the spend on a project basis and break it down by department to further determine the extent of each department's impact on each project. Separation of entities - We have three entities that roll up into one for reporting. We are able to review expenses for each specific entity and track them separately.,Search function - It is incredibly difficult to use the search function within Intacct. It very rarely works and nothing like the search functionality we had within QB. Help Desk - It is incredibly difficult to get issues addressed in a timely manner. Submitting a case, waiting for it to be assigned before we are able to follow up on it. It would be incredibly helpful if Support was easier to get a hold of (over the phone or through a chat function within Intacct would be amazing).,10,We were able to decrease our monthly close from more than 15 days down to 4. We have been able to provide more detailed reports to our board.,As noted before, due to the amount of automation we have been able to decrease our tedious, manual month end process from 15 plus days down to 4. This has allowed the Accounting team to better support the overall business and provide real time data when requested by other departments.,Being able to track expenses by project has led to fewer overages, which in turn means happy customers. We are able to provide project managers with real time reports showing where the project is at from an expense perspective. Additionally, we have been able to track the project expenses within each separate entity (we have 3) and additionally break the expenses down by department.,4,Lawson (Intentia) and QuickBooks Pro,6,6,AP AR reporting,Statistical accounts - track visits and enrollment counts Customized reporting - built our own reports Dashboards - track important features right away when I log in,Connect to Tableau Connect to Salesforce Connect to ADP,9,Adaptive Insights, a Workday company, ADP Workforce Now, Smartsheet,Yes,Price Product Features Product Usability,Wouldn't change the process.,Third-party professional services,No,Change management was a big part of the implementation and was well-handled,department structure projects accounts receivable module,5,Online training Self-taught,7,I would not recommend learning the system solely on your own. Utilize training's and speak to your customer rep regularly.,10,Take your time and test, test, and test some more. Try to break the system before you go life, the more testing you do before go-live the better.,No - we have not done any customization to the interface,Use Sage to implment your system. Thrid party administrators for this only support for a short amount of time unless you pay the TPA annual fees to support. Otherwise, you are left with Sage to troubleshoot any issues and there have been issues with support able to troubleshoot changes that have been done by a TPA.,No,2,Yes,So far, we have not had a good experience with support. When I have spoken with Engineers or developers that I have met at conferences, I tend to get a much better result in fixing an issue than going through support.,8,8,Unsure, done before I started with the company.,Utilize your direct customer support rep as they can usually find the answer for you a lot timelier than other avenues.,No,Payment approval Journal entry review reports,Correcting an over-payment on an invoice Ensuring that items that are billable are properly coded as such,7,9,9,10,Salesforce Tableau,File import/export API (e.g. SOAP or REST),Utilize the Sage integration team to integrate any additional systems.,Yes,Marking journal entries as billable,Better report writing functionality without having to pay additional fees,NoIntacct - Not bad if you don't plan on international growthSage Intacct is our ERP that is used globally by all entities. It is mainly used in the Accounting / Finance department though we do have other departments using the Purchasing module for purchase requisitions and purchase orders. Sage Intacct solves a few problems for us: 1) Powerful reporting 2) Billing / Revenue recognition 3) Purchasing controls to name a few.,The reporting is powerful. The ability to create dimension groups (account and department specifically) are, in my mind, understated by the Company. I am able to create different versions of balance sheets and income statements fairly easily that run at the push of a button. Push-button consolidation. Consolidation is quick and easy. AR and AP revaluation reports. These reports calculate the unrealized FX gain / loss on AR and AP at the push of a button. You can choose from the Intacct daily rates or input your own rates. Custom fields are easy to create and can be included in custom reports making reporting even more powerful!,The contracts module does a poor job if your company is using multiple entities with different currencies. Several key functions of the module don't work (cancel a contract, for example). Also, "Paid Deferred Revenue" is not really paid deferred revenue - so be careful if your policy is to net down deferred revenue. Multiple entities with different base currencies: Intacct struggles here. For example, if you have a vendor bill that is to be allocated to two entities with different base currencies, Intacct cannot handle it and requires a complicated work around that introduces the risk you expect a global-capable ERP to eliminate. If two entities with different base currencies enter into an intercompany transaction, the native auto-balancing feature does not work - you have to enter the offsetting intercompany receivable / payable accounts which introduces some risk and unnecessary complexity (albeit, minor). AR and AP navigation: A good ERP has customer and vendor "portals" where you can explore the various transactions and master data of that vendor or customer. But Intacct doesn't have that at all. If you want to see the outstanding invoices of a client, you have to click into a sub-menu and then filter for that client. Prepaids and Fixed asset modules: These are not native modules. They are clunky and the reporting is extremely poor in these modules. Standard reports you would expect to see such as amortization or depreciation waterfalls are not available. It also has a hard time with different currencies.,8,Intacct has helped us close the month more quickly than when we were on disparate systems. Intacct's reporting capabilities has helped us provide several powerful reports at the push of a button or with minimal manual effort. Though it has plenty of bugs, the Contracts module has helped us feel confident about being ASC 606 compliant and helped us begin tracking revenue by item code (which has never been available to us without multiple element arrangements).,Consolidation of our financial statements used to take more than an entire day and even after spending all that time, I could not assure you that if I consolidated it again or had my accounting manager consolidate it that it would produce the same result or tie out to a separate report. Now, however, I can consolidate my financials in seconds; and the financials always tie out to other reports. For example, if the CFO asks for a detail report of revenue or of R&D costs, it always ties out to the financials - and to the CFO, that's a sign you know what the hell you're doing.,Multi-entity and global consolidations ("IGC") is very powerful as long as all your entities have the same base currency. You run into issues when the base currencies do not match. For example, a vendor bill that must be allocated to more than one entity is accomplished without issue if all base currencies are the same which allows you to accurately spread the cost and still manage the payable in your AP subledger. However, if the entities have different base currencies, you will not be able to allocate the cost and be forced to use a complex work around. T&E has been very useful, but as I have not been involved in the details, I am not able to provide more details. Contract revenue management has been as rewarding as it has been frustrating. Again, the main issue is that much of the functionality breaks down if you have multiple entities with different currencies. Another issue is if a sales rep is paid his or her commission in currency A but sells a deal in currency B, the contract module is unable to handle that difference; and you have to find a work around. We have so many work arounds in Contracts.,9,NetSuiteBetter accounting tools, but needs to improve its add-on modulesSage Intacct is our Core ERP program that is used throughout the organization. It has improved our ability to capture critical information related to our projects. We have better insights into our time tracking, project-related expenses, and better management of deferred revenue. Prior to implementing Intacct, our organization did not know if we were profitable, or any financial details on the performance of our projects and clients. Post-implementation, we were able to identify efficiency issues within our organization and chart a better path towards sustained long-term profitability.,The accounting functions are phenomenal. Cash management. Integration with Salesforce.,The reporting is overly complicated and hard to use. The UI is terrible. Had we known about this prior to purchasing, we would have chosen a competitor instead. The projects module needs a better resource and project management tool. Again, the UI is not user-friendly, and the reporting is extremely difficult to utilize. A lot of work towards improvement needs to be put into the Projects Module. It would be very useful to enable more flexibility in making changes to posted transactions that are not in a closed period. It's frustrating having to reverse a series of transactions just to make a minor $0.01 change in the original transaction. Or if a transaction was posted to the wrong account, it would be nice to be able to change the account posting, instead of having to reverse and recreate the transaction. I would also like to be able to post an item to different accounts, depending on the circumstances.,7,We have a better understanding of our business. We are able to more accurately model our finances to the economic model of our business. We learned that we were losing money.,This is revolutionary. The automation features for accounting functions are empowering our finance professionals to spend more time on critical tasks, and less time on routine entry. Automation is helping us keep costs in our cost centers flat, improve the productivity of our team members, and enable a more professional presentation of the organization.,Project accounting has improved our understanding of the work that we do for our clients. We are gaining greater insights into the profitability of our projects. Project managers are able to have visibility on projects, and team members' availability, for the first time in our organization's history. Outside of the financial component of the Project module, there needs to be more work for it to be a true project management add-on tool.,QuickBooks Premier, NetSuite and SAP Business OneIntacct was a good move for us, it continues to improve functionalityCurrently it is being used by the accounting department mainly to process transactions. We are trying to use the AP approval workflow to have budget owners approve transactions, but it is not a very robust process, quite disappointing actually. So we use the PO approval workflow but we do not need PO's so this is just a hack to get what we need.,Drill down capability is awesome. Reporting is flexible and we are getting better at customization.,AP approval workflow doesn't work well at all The intercompany entity transactions are confusing to set up The professional services supportS that we have received are not very knowledgeable about the modules,7,We have been able to perform a 10-day close using Intacct, which generates a positive ROI for my team Our reporting and access to transaction level details is also a positive ROI I have not freed up time for my AP accountant as the AP and PO approval workflows are cumbersome, negative ROI here,Somewhat. We have set up recurring invoices in AP.,The multi entity consolidations save us a lot of time, however we are still struggling with the inter-entity transaction set up.,7,Workday Financial ManagementYou will not be disappointed with Sage IntacctWe chose Sage for our accounting and reporting system mainly due to the ability of it to scale with our growth. We utilize it for accounting, accounts payable, accounts receivable, and management reporting across all functions within the organization. It allows us to have constant information available to the team, as well as provides a great deal of flexibility as we continue to grow and shape our company from start-up to where we are now as a still quickly growing company. It also allows instant access for all users wherever we have an internet connection, which is critical for our teams in different locations and working remote.,The software is very intuitive and has allowed even inexperienced users of accounting software to be quickly trained and operating in the system quickly. Sage provides flexibility as a cloud-based software for our entire team to operate efficiently in different locations. Sage also has allowed the company much easier reporting at the subsidiary and parent level, which was an issue with our previous QuickBooks software.,The dashboard has been more challenging than expected and requires additional training, which we didn't anticipate when purchasing the software.,10,It has had a significant impact on how we run as an accounting team and the reporting capabilities, allowing seamless access, reporting, and data entry, AP, and AR. It has also allowed us to be free of any IT consulting or internal need since the software does not require an IT team to set up and update at our company level. Sage has been a huge asset as we grow and further change and define our reporting and structure. The flexibility of the software has been key to our success of tracking and reporting at both the subsidiary and parent level.,The automation has been key to our growth, specifically in the accounts payable area. We have individuals at different locations entering and processing payroll. This has allowed us a great deal of efficiency, especially as compared to the manual process we were doing through our previous QuickBooks process that required a great deal of coordination. We also have individuals that are not experienced in accounting due to the nature of where we are as a start-up business and because the software is so intuitive we have been able to have these individuals up and running on the system efficiently with very little training.,We currently do not utilize these functions but anticipate implementing them in the future based off or our demo of those particular capabilities.,10,Intacct is the BestWe are using Sage for the Accounting function, specifically General Ledger, Accounts Payable and Financial Reporting. The Accounting function had previously been outsourced and this was the first system used by our company. Implementation has been smooth and training has been a breeze,Financial reports are easily manipulated to meet whatever your specific business needs might be. Very little training was required to get the AP system up and running and for me to train my staff in its use. I have never lost access to the system thanks to the Cloud and all of the employees can update in real time simultaneously.,There is incredible functionality within the program, especially with dashboards, but I don't have time right now to watch all of the tutorials. It would be nice to have a highlights guide. It took me a year and a half to learn that the wildcard designation for this system was a "%" and not an asterisk. Response time for questions can be a little lengthy.,10,Review process- having an automated review process with lots of safety and control measures has made our day to day processes much better Real Time - multiple people are able to operate in the program simultaneously Reports are available instantaneously - making it very easy to cover any CEO drive-by questions,Allowing the review process to be automatic has sped up our Accounts Payable procedures by about 30% - this has allowed my AP clerk to have more time to focus on other tasks. We have her working collections. Unfortunately for us, our Accounts Receivable does not allow for smooth integration into Intacct. This has less to do with a failure of Intacct and more to do with the hundreds of thousands of PO's we have attached to our receivables. We are currently working with the ERP system, Oasis, to find a way to integrate which will save us days of work.,I have not used these modules as we have a different payroll system.,9,QuickBooks OnlineGreat Financial SystemBy using Intacct, we've been able to keep our man-hours low in the accounting office. This has allowed us to put our energy toward ministries and not back-office cost.,Intacct is a great foundation for our accounting package. It allows us to build in other software to make an accounting system that works for our organization. I like that everything is very visually appealing. It's easy to see what you're working with and the accounting aspects work well for our team. All the features, and integration capacity with other software.,Can be clunky and not user-friendly in not a seasoned user. Some add-on features have a lot to desire in order to be useful.,10,Everything has been very positive because the investment has been very satisfactory, we have had very good results in terms of time saved and profits at the end of the year.,We haven't utilized this.,103 years in and still loving Intacct!It is being used across the whole organization. It helps tremendously with time and expense and job cost reporting.,Job cost reporting Dimensional reporting Capturing time & expense for A/R billing,Customer support can sometimes be a tedious process. The dashboards are extremely helpful, but you will need advanced training on them.,10,Up to the minute dashboard visualization for upper management.,Yes, it has very much streamlined the entire accounting process.,Project Accounting and Time & Expense management have made Accounts Receivable billing much faster and easier. It all flows together.,7,QuickBooks Enterprise Solutions and Traverse,Microsoft Dynamics CRM,Yes,Product Features Product Usability,Third-party professional services,No,Change management was minimal,Everything was done remotely and it all went well. It is important to have your tasks, classes, items, etc. mapped out prior to starting the implementation.,10,Bank Reconciliation Building of Dashboards,Custom Reports,9An Affordable and expendable tailored solution to accounting and financial reporting needs.Sage Intacct provides a robust financial management and accounting solution that not only supercharges the work of our finance and accounting departments. It also provides an intuitive solution that employees in the whole enterprise can use to report, collect, and review accounting indicators, inter-company transactions, and gain transparency into a single pane of glass financial dashboard. Sage Intacct allows us to move from a backward-looking, transaction-oriented approach to finances, and on to forward-looking analysis and financial planning.,Accounts payable entry. Inter-company reconciliation. Financial reporting.,Automation with Powershell. Multi-Currency costs. Error correction.,9,Sage Intacct shifts accounting from being backwards-looking into a decision driving tool. Sage Intacct reduced our close time by 30%. Sage Intacct has reduced our number of erroneous entries.,We already had core financial processes automated with our previous GL provider. However, I would like to make a note that transitioning to Sage Intacct and porting existing automations was an extremely easy process.,Sage Intacct's global consolidation module allows us to perform automated reconciliations between entities keeping books/processing payments in different currencies. Sage Intacct does not require us to provide currency rates, and allows us to pick the time at which currency conversion occurs. This frees up time to concentrate on revenue generating tasks, and eliminates data entry errors.,9,Oracle eBusiness SuiteSolid Accounting SoftwareIt's being used for all our finances and reporting. It is used mostly by our finance/accounting team and the software developers. It addressed our problem: QuickBooks couldn't scale. The QuickBooks API was not easy to use and required a lot of nightly jobs to run in order to keep our site up to date with the accounting software. With Intacct we can easily have all our data synced up where needed. One really useful thing is being able to add custom fields in Intacct. It has helped with our integrations to Stripe (payment processor) and our CRM.,New design is a huge improvement Performance is solid Easy to use,Developer documentation is lacking. I remember having to contact Sage Intacct when setting up Getting in contact with Intacct is a pain in the butt,8,Overall positive impact since we were using QuickBooks before,7,Order Processing in IntacctIt's used by our Business Affairs team to generate invoices and track payments.,It generates invoices from our internal orders system. It saves agreement and invoice templates for customers.,It doesn't pull all information into invoices, some have to be entered manually. The formatting of the text in invoices doesn't always look very good. Formatting/text boxes are difficult to edit on invoices.,7,Streamlined order processing. Made our invoices look more professional. Cutdown time it takes to generate invoices.,The software has dramatically cut down the time it takes us to generate license agreements and invoices for customers.,I haven't used these features, only the order management.,7Sage Intacct Review by ALWe are using Sage Intacct for all related accounting functions for our small sized company only in the accounting department. It helps us organize our functions. We use it to post bills, record payments, perform bank reconciliations, month-end duties, fixed asset monitoring, and analysis of financial reports.,Ability to add attachments to entries for easy referencing and reduce paper filing. Multi-entity and single-entity features. User-friendly.,Would be great if we can add attachments at the bill level not just at the purchase order level.,10,N/A,Being a new user of Intacct, I found the memorized and recurring functions for General Ledger entries incredibly useful for my vast month-end duties. Also, the ability to copy and duplicate previous entries helped save me time and improve efficiencies in my role. At the Accounts Receivable level, the option to set up revenue activation for invoices is incredibly helpful to stay aligned with the revenue matching principle.,I really like the multi-entity capabilities for the organization of costs and revenues for each entity. Overall, it has allowed us to stay more organized and our financials more accurate.,10,The Real MVP of Accounting SoftwareSage Intacct is currently only being used within our accounting department. We use it to keep our books and have just recently started using it for financial reporting. Although we only produce a limited amount of reports from the system, we know it is capable of doing much more.,The reporting is a very powerful tool for pulling data and assigning data with multiple dimensions. Accounts Payable has great ease of use. Accounting Management is very easy to learn.,Charge payoffs. The credit card module has some issues. It's very cumbersome and there's no way to sort the data when working in payoffs. Aesthetics. Some of the modules are not the most pleasing to look at and can have a lot of data crammed on a screen. Credit card transactions. You should have the ability to change coding after a transaction is reconciled, but the system won't let you.,9,Initially, we had a rough integration into Sage with the company that helped set us up, and we became four months behind on reporting. However, since we have fully implemented, we've had a positive impact on the ease of reporting.,Yes, we have only really tapped into the re-occurring bills and have set up a few. This is a great benefit within Accounts Payable! We hope to, in the future, benefit from the automated allocation journal entries.,We have multi-entity. However, we have yet to add another entity.,7,Transitioned from QuickBooks and are happy!We are in the process of implementing Intacct at Blackbird Investments. I used Intacct for the last 5 years at my prior employer, and it's the first major accounting change I'm making at my new employer. Blackbird currently uses Quickbooks' desktop version and doesn't give us the efficient operations and global views I need to effectively manage the accounting functions here at Blackbird, so we've made the decision to implement Intacct.,Global dashboard views. Efficient A/P processing. Excellent reports.,The user interface does make it difficult to find the less used options within the system.,9,The professional reporting abilities really legitimize our company as a whole. The ease and efficiency of the A/P processing we get with Intacct will probably keep us from having to hire another at least part-time employee, which basically pays for the cost of the software. The pricing is a little excessive for some of our entities that really only have a couple of transactions per year.,Blackbird is just implementing Intacct, so I'm not able to answer much for my current company. In my prior company, though, I utilized a lot of automation features, like recurring bills and journal entries. The other ability I really liked was the allocation feature, which allowed me to easily spread large bills over all of our properties or entities. It made payroll and expense reimbursements between entities very easy, compared to manually calculating the entries in Excel and manually entering the data.,I have only used the multi-entity platform on Intacct, and haven't used many of the other add-on modules Intacct offers. The multi-entity reporting abilities are excellent, though, and the global dashboard capabilities are definitely a big reason Blackbird is making the switch to Intacct. We currently don't have any global financial views available in Quickbooks, which really makes the whole accounting department very inefficient.,,QuickBooks Pro and QuickBooks OnlineSimple Intacct makes you efficientSage Intacct is primarily used by our Accounting Department and the President of our company. We have been able to use the reporting features and the statistical journal entries to provide detailed reporting to our Operations Department to aid in important decisions, such as purchasing, performance goals, and how efficient each manager is within their specific department. We have been able to get detailed data on a much more granular level, which is incredibly helpful.,We find the Accounts Payable section to be easy to navigate and use. The Cash Management and Bank Reconciliations make looking at that data easy. The ability to move from the Top Level entity down to the other entities is a great function.,The bills register could have a cleaner layout. The inter-entity transactions can be hard to decipher.,9,We have been able to make decisions with much more information, which leads to smarter choices. We can more easily track which tours we offer are profitable. Tracking the expenses and profits on a closer level allows us to add or remove parts of the company.,We have been able to become very efficient by utilizing the automation feature for accounts payable and the import structure for the journal entries. By using these features, we were able to lose a person in our department without being overwhelmed with the workload. It is awesome how much the added automation has helped.,The only feature our company has utilized on this list is the multi-entity feature. We are a company with 14 different entities, 3 of which are constantly doing daily business. The ability to toggle back and forth between these entities without having to log in and out each time is very helpful for everyone in our department.,8Sage Intacct reviewWe upgraded from QuickBooks Professional in April 2018. We use Intacct as part of a suite of products to manage our entire back office. We currently use TimeClock Plus for timekeeping, Workforce Go for payroll and human resources, and Intacct for A/P, GL and financial reporting. (Workforce Go was recommended as one of Intacct's preferred payroll providers, but we had an extremely negative experience with that company and are currently transitioning to ADP),Intercompany transactions. We were tracking these manually in our previous system, and the seamlessness with which Intacct handles them has created a great deal of efficiency for us. Reporting - with a small caveat. The reporting is robust, but there are not a lot of out-of-the-box reports that will work. You will need to learn the report writer right away so that you can write your own reports as needed. Multi-user and approver functionality. It allows us to electronically obtain approvals from off-site managers on all purchasing transactions.,Help desk. We have tried to place a few tickets, with varying degrees of success. Several times we've had to just solve the problem ourselves or live with it. Implementation. More structured training would have been helpful. We did have a dedicated team of qualified trainers, but I would have preferred self-guided online lessons. This is probably just a personal preference.,8,It has allowed us to double our revenue and transaction volume with less staff than would have been required under our old system. It has allowed us to lessen the amount of time spent on distributing reports by giving report access to managers,I'm not sure exactly what this question means. We find that most of the processes are straightforward once you know how to use them.,5,QuickBooks Enterprise Solutions and Microsoft Dynamics GPSage is OK, Weak on Data.Sage Intacct provides an accounting solution for claims payments. It is also used across the organization as our primary accounting vendor.,API seems strong. Solution is robust/accurate. Accounting team seems to like it.,Documentation for API needs improvement. Data ingress/egress is difficult. Data is obviously not intended for use outside of UI. I built an ETL process to extract data from Intacct and it's not very sensible. Integrations with Intacct seem buggy.,6,Necessary for operations. Many difficulties in reconciling accounts. Has allowed the business to function.,Although many aspects of the ledger are automated, some members of staff still spend hours reconciling accounts. The process of making the data available to do this automatically was quite difficult without an accounting background and given difficulties with API. We also used to have issues that resulted in Intacct, the bank, and the transaction system falling out of sync. Otherwise functional.,Have not used.,Intacct Review ExperienceIntacct is currently being used as our accounting system. Several departments use it: Accounts payable, accounts receivable, payroll, inventory, warehouse, etc.,Easy navigation. User-friendly. A clear dashboard.,Invoice template. No charge for service calls. One person is designated to a group of companies for customer service.,9,Sage Intacct is more cost-effective than competitors. Inventory accuracy. Bank Recon.,Accounts Payable and Accounts Receivable benefit the most from this system. They process checks and invoices daily.,We currently have no use for these systems.,10,QuickBooks ProIntacct is hard to use!Color of Change operates three entities, a 501(c)3; a 501(c)4; and a Political Action Committee. Intacct is primarily used by the Finance staff. We use it for recording, tracking and reporting on the financial activities of our three entities. We interface with Bill.com for accounts payable; and Adaptive for financial reporting.,Recording and tracking contributions. Recording and tracking invoices billed to grantors. Recording and tracking accounts payable. Issuing 'basic' financial statements,Overall, I don't believe that Intacct could be characterized as "user-friendly." Developing new financial reports is very complicated. Using/revising standard reports is cumbersome. Setting up new general ledger accounts, adding new users, setting up new employees and setting up new vendors is not intuitive.,6,Hiring staff who have Intacct experience is virtually impossible. Intacct support is dismal. Problems reporting/resolution by Support takes an inordinate amount of time, if at all. Our Intacct consultant, CLA, has been able to step up to resolve issues; train staff; install/interface with other systems and develop new reports.,We don't use Order Management. Our financial processes, accounts payable, general ledger, and accounts receivable were already automated. I was not working at Color of Change.org when the decision was made to acquire Intacct. I believe that there was an overall perception was that we had outgrown our old accounting system.,We use multi-entity and project accounting. Multi-entity works very well now. The inter-company accounts were set up incorrectly by the Intacct implementation team so we had to pay CLA to set up new accounts correctly, and then to reconcile the old inter-company accounts and transfer the balances into the new accounts. We were using project accounting to track grants. However, we were not able to automate the release and satisfaction of restrictions process, so we did it manually. So Intacct comes up with an automated process you charged 'an arm and a leg' for us to acquire that module.,3,Financial Edge and Microsoft Dynamics SLSage: time to brave the bigger fish?A limited trial of Sage Intacctt was used as a potential sell to clients for accounting for medium-sized businesses. It is no longer in use. The business problems it addressed were for automating accounting services which were usually manual processes.,Sage Intacct increases productivity and ROI massively on businesses that currently have manual processes for accounting. Excellent selection of tools to cover most medium-size businesses or smaller. Suitable for experts and less experienced accountancy staff.,Sage is not really applicable to large companies, they often have bespoke systems that Sage cannot or are very difficult to interact with. The cost of Sage is often greater than the ROI for very small businesses. Newer offerings for accountancy tools have better features for specific tasks.,6,Sage had a projected excellent ROI on medium businesses which had many manual processes. On larger and smaller businesses the ROI was negative for a long time. Allowing accounting staff to tend to other tasks improved ROI.,The automation of these processes lead to a lot less human error, improved speed of processes, and allowed the staff to tend to other tasks which require human insight.,Most businesses we approached already had these systems implemented as bespoke systems, however, those that did not impacted profitability massively.,6,NetSuite, Salesfusion and Oracle Cloud ServicesGreat at core accounting, and open to other systems.Intacct is being used by the finance and accounting department for GL, AP, and AR. Additionally, we import attendance information, to be used with our calculations of ratios. We have created dashboards so senior management can track key information. It has made for a better system to analyze our information and provide that timely analysis to senior management. It has also reduced our audit time, since we can give them access and supporting documents for our transactions in the same system.,Easy to create dashboards, to allow management access to key information. Reporting is straightforward, and it's easy to create custom formats. The ability to import statistical information to be used with financial information for key indicators.,Since you can create accounts for tracking receivables through invoices, it would be nice to include the receivables account number in the AR ledger.,9,Intacct has allowed me to do more with our current staff. It probably has saved me 1 head count. The dashboard has saved money by not needing a separate system.,We have benefited from better customer invoicing in the system.,7,Intacct is great!We are using Sage Intacct for GL, AP, AR, Fixed Assets, and Prepaids. It eliminated much transaction processing and betters our reporting.,Reporting is very automated. Drill down to transactions,Approval processes aren't very customizable.,10,Eliminated an FTE,We have automated JE posting through the API.,We use the project accounting module and have multiple entities,10,NetSuiteA great change from QBOOur accounting team uses Sage Intacct, mainly to consolidate our subsidiaries into one balance sheet/P&L under the parent company.,Consolidating financial statements. Accounts payable. Dashboards. Customizing financial statements.,The inventory function does not work. Sales invoices are affected by the inventory function (which does not work).,8,It is too soon to tell as we went live last month. We are excited for the time and cost savings this will bring with the future growth potential of our company.,Consolidating financial statements has been nice, as Quickbooks was not able to perform this function.,We currently use multi-currency, and it works well for our needs. We pay invoices in 15 different currencies and Intacct has built-in daily fx rates, so it all translates back to USD in our system.,8,Intacct ReviewAccounting & Finance uses it, which is the department I head up.,It can be customizable to how you want it to be. The layout is easy to navigate.,Need an easier way to create reports. REPORTING structure is terrible since reports are so difficult to create. It's not easy or user-friendly.,8,Positive: we used to use QB & we outgrew it and Intacct helped with that. Negative: again the reporting is very difficult and every time you want to create something it's always an additional fee to do anything or get help setting anything up for the user or other people in the company.,The automation has helped, but again the reporting part of Intacct isn't there.,We do not use any of these modules.,4,
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Sage Intacct
742 Ratings
Score 8.3 out of 101
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Sage Intacct
742 Ratings
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Score 8.3 out of 101

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Lea Briscoe profile photo
Score 8 out of 10
Vetted Review
Verified User
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Currently, Sage Intacct is used just within our Accounting department, however, we are able to distribute essential budget and current expense reporting to other departments and employees through scheduled reporting. Intacct addresses efficiency and visibility issues. Before Intacct, reports had to manually be created and sent to our departments, now they can be scheduled and sent as needed saving my team and I valuable time and effort.
  • Intacct has a number of valuable resources including Intacct Collaborate, Intacct Community and the Intacct Learning Center.
  • Your Company has the ability to purchase an option for a sandbox environment, which is a "test" environment using your live data. The sandbox can be updated 4 times a year without additional cost with your most current company file data.
  • Intacct allows a user to create customized reporting. Within our own Company, the manner in which items on the Income Statement and Balance Sheets appear are not ordered in the same fashion as some of the financial reporting as provided by Intacct. However, you are able to create completely customized reporting including formats for something that is more consistent with the formats of the reports we used before.
  • Although the reporting is great, it is far more sophisticated than what I was used to. Grasping the reporting can take a lot of time, but once I got it I got it.
  • Implementation was stressful, but any conversion of a GL is. However, knowing what I do now, I would have set up some dimensions a little different than what I did.
  • Some of the training videos and help center information on newer products within Intacct do not have enough detailed information to be helpful. Understanding the basics is easy, but diving deeper into the product there are not always enough training materials.
Sage Intacct is well suited for any growing company, with a lot of transaction and detail volume. The importing functions of the software are great and they reduce the time needed and increase efficiency within my team.

Sage Intacct is not necessarily suited for a company that does not have the volume to justify such a detailed or customized reporting function.
Read Lea Briscoe's full review
Brian Goldrick profile photo
Score 10 out of 10
Vetted Review
Verified User
Review Source
Intacct is currently being used by our Accounting dept. only. We switched from Quickbooks so the functionality and reporting has been leaps and bounds above what we able to do previously. We utilize Intacct to track expenses by project, department, billable, etc.
  • Reporting - We are able to build custom reports that drive decisions from above.
  • Project driven expenses - We are able to see the spend on a project basis and break it down by department to further determine the extent of each department's impact on each project.
  • Separation of entities - We have three entities that roll up into one for reporting. We are able to review expenses for each specific entity and track them separately.
  • Search function - It is incredibly difficult to use the search function within Intacct. It very rarely works and nothing like the search functionality we had within QB.
  • Help Desk - It is incredibly difficult to get issues addressed in a timely manner. Submitting a case, waiting for it to be assigned before we are able to follow up on it. It would be incredibly helpful if Support was easier to get a hold of (over the phone or through a chat function within Intacct would be amazing).
Reporting is leaps and bounds above Quickbooks. Additionally, having the segregation of duties and being able to define what each user is able to access is incredibly helpful.
Read Brian Goldrick's full review
Jesse Aldous profile photo
Score 8 out of 10
Vetted Review
Verified User
Review Source
Sage Intacct is our ERP that is used globally by all entities. It is mainly used in the Accounting / Finance department though we do have other departments using the Purchasing module for purchase requisitions and purchase orders. Sage Intacct solves a few problems for us: 1) Powerful reporting 2) Billing / Revenue recognition 3) Purchasing controls to name a few.
  • The reporting is powerful. The ability to create dimension groups (account and department specifically) are, in my mind, understated by the Company. I am able to create different versions of balance sheets and income statements fairly easily that run at the push of a button.
  • Push-button consolidation. Consolidation is quick and easy.
  • AR and AP revaluation reports. These reports calculate the unrealized FX gain / loss on AR and AP at the push of a button. You can choose from the Intacct daily rates or input your own rates.
  • Custom fields are easy to create and can be included in custom reports making reporting even more powerful!
  • The contracts module does a poor job if your company is using multiple entities with different currencies. Several key functions of the module don't work (cancel a contract, for example). Also, "Paid Deferred Revenue" is not really paid deferred revenue - so be careful if your policy is to net down deferred revenue.
  • Multiple entities with different base currencies: Intacct struggles here. For example, if you have a vendor bill that is to be allocated to two entities with different base currencies, Intacct cannot handle it and requires a complicated work around that introduces the risk you expect a global-capable ERP to eliminate. If two entities with different base currencies enter into an intercompany transaction, the native auto-balancing feature does not work - you have to enter the offsetting intercompany receivable / payable accounts which introduces some risk and unnecessary complexity (albeit, minor).
  • AR and AP navigation: A good ERP has customer and vendor "portals" where you can explore the various transactions and master data of that vendor or customer. But Intacct doesn't have that at all. If you want to see the outstanding invoices of a client, you have to click into a sub-menu and then filter for that client.
  • Prepaids and Fixed asset modules: These are not native modules. They are clunky and the reporting is extremely poor in these modules. Standard reports you would expect to see such as amortization or depreciation waterfalls are not available. It also has a hard time with different currencies.
Sage Intacct is perfect if you are a single entity or all entities are within the US. Intacct is nearly a perfect system at that point. I still don't like the Vendor and Client functionality (contrast with Quickbooks or NetSuite which make sense in this area). It's perfect if your fixed asset and prepaid expense volume is fairly low. The reporting is powerful. The ability to create custom fields and then report on them using custom reports is fantastic.

Sage Intacct is not well suited for multiple entities with different base currencies.
Read Jesse Aldous's full review
Theodore May profile photo
Score 7 out of 10
Vetted Review
Verified User
Review Source
Sage Intacct is our Core ERP program that is used throughout the organization. It has improved our ability to capture critical information related to our projects. We have better insights into our time tracking, project-related expenses, and better management of deferred revenue. Prior to implementing Intacct, our organization did not know if we were profitable, or any financial details on the performance of our projects and clients. Post-implementation, we were able to identify efficiency issues within our organization and chart a better path towards sustained long-term profitability.
  • The accounting functions are phenomenal.
  • Cash management.
  • Integration with Salesforce.
  • The reporting is overly complicated and hard to use. The UI is terrible. Had we known about this prior to purchasing, we would have chosen a competitor instead.
  • The projects module needs a better resource and project management tool. Again, the UI is not user-friendly, and the reporting is extremely difficult to utilize. A lot of work towards improvement needs to be put into the Projects Module.
  • It would be very useful to enable more flexibility in making changes to posted transactions that are not in a closed period. It's frustrating having to reverse a series of transactions just to make a minor $0.01 change in the original transaction. Or if a transaction was posted to the wrong account, it would be nice to be able to change the account posting, instead of having to reverse and recreate the transaction. I would also like to be able to post an item to different accounts, depending on the circumstances.
Intacct is great for enhanced accounting features, with the exception of Reporting. Intacct's reporting is a glaring setback for anyone that is looking for an accounting system to replace Quickbooks or any other legacy system. The Project module is oversold and doesn't do a great job for project management teams, as the restrictions sometimes do not make sense. The user license restrictions are also complicated and convoluted. The software is great for standard accounting and finance functions, but once it crosses into other areas it starts to be more of a problem than a solution.
Read Theodore May's full review
Mark Simmonds CPA CMA CA profile photo
Score 7 out of 10
Vetted Review
Verified User
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Currently it is being used by the accounting department mainly to process transactions. We are trying to use the AP approval workflow to have budget owners approve transactions, but it is not a very robust process, quite disappointing actually. So we use the PO approval workflow but we do not need PO's so this is just a hack to get what we need.
  • Drill down capability is awesome.
  • Reporting is flexible and we are getting better at customization.
  • AP approval workflow doesn't work well at all
  • The intercompany entity transactions are confusing to set up
  • The professional services supportS that we have received are not very knowledgeable about the modules
There's still some work to do to justify this being the preferred software of the AICPA. I've used Workday Financials previously and that is much more robust. Please see my prior comments.
Read Mark Simmonds CPA CMA CA's full review
Shelton Horton profile photo
Score 10 out of 10
Vetted Review
Verified User
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We chose Sage for our accounting and reporting system mainly due to the ability of it to scale with our growth. We utilize it for accounting, accounts payable, accounts receivable, and management reporting across all functions within the organization. It allows us to have constant information available to the team, as well as provides a great deal of flexibility as we continue to grow and shape our company from start-up to where we are now as a still quickly growing company. It also allows instant access for all users wherever we have an internet connection, which is critical for our teams in different locations and working remote.
  • The software is very intuitive and has allowed even inexperienced users of accounting software to be quickly trained and operating in the system quickly.
  • Sage provides flexibility as a cloud-based software for our entire team to operate efficiently in different locations.
  • Sage also has allowed the company much easier reporting at the subsidiary and parent level, which was an issue with our previous QuickBooks software.
  • The dashboard has been more challenging than expected and requires additional training, which we didn't anticipate when purchasing the software.
I have recommended Sage Intacct to a number of individuals that are looking for new accounting software. These companies are service-based companies, which is a great fit for the software. I believe manufacturing or inventory based companies would struggle in this software based on my use since it isn't geared for those types of companies.
Read Shelton Horton's full review
Amanda Harris, CPA profile photo
Score 10 out of 10
Vetted Review
Verified User
Review Source
We are using Sage for the Accounting function, specifically General Ledger, Accounts Payable and Financial Reporting. The Accounting function had previously been outsourced and this was the first system used by our company. Implementation has been smooth and training has been a breeze
  • Financial reports are easily manipulated to meet whatever your specific business needs might be.
  • Very little training was required to get the AP system up and running and for me to train my staff in its use.
  • I have never lost access to the system thanks to the Cloud and all of the employees can update in real time simultaneously.
  • There is incredible functionality within the program, especially with dashboards, but I don't have time right now to watch all of the tutorials. It would be nice to have a highlights guide.
  • It took me a year and a half to learn that the wildcard designation for this system was a "%" and not an asterisk.
  • Response time for questions can be a little lengthy.
I have used many systems in previous positions and this is the most intuitive and flexible system I have ever used
Read Amanda Harris, CPA's full review
Pam Barlow profile photo
August 06, 2019

Great Financial System

Score 10 out of 10
Vetted Review
Verified User
Review Source
By using Intacct, we've been able to keep our man-hours low in the accounting office. This has allowed us to put our energy toward ministries and not back-office cost.
  • Intacct is a great foundation for our accounting package. It allows us to build in other software to make an accounting system that works for our organization.
  • I like that everything is very visually appealing. It's easy to see what you're working with and the accounting aspects work well for our team.
  • All the features, and integration capacity with other software.
  • Can be clunky and not user-friendly in not a seasoned user. Some add-on features have a lot to desire in order to be useful.
UI is good. Ease of maintenance. General ease of use. Functionality is adequate and improving. Like the newly develop Contracts module, though pricing was wrong and made our purchase difficult.

Reporting package needs help. Have heard and seen hope for better functionality, but have yet to see delivery. Fearful that advanced reporting will be an option, which would not be good.
Read Pam Barlow's full review
LISA NICHOLSON profile photo
Score 10 out of 10
Vetted Review
Verified User
Review Source
It is being used across the whole organization. It helps tremendously with time and expense and job cost reporting.
  • Job cost reporting
  • Dimensional reporting
  • Capturing time & expense for A/R billing
  • Customer support can sometimes be a tedious process.
  • The dashboards are extremely helpful, but you will need advanced training on them.
Works great when you have employees that travel and still need to get their expenses submitted. It is very easy to do from any computer.
Read LISA NICHOLSON's full review
Paul Lerner profile photo
Score 9 out of 10
Vetted Review
Verified User
Review Source
Sage Intacct provides a robust financial management and accounting solution that not only supercharges the work of our finance and accounting departments. It also provides an intuitive solution that employees in the whole enterprise can use to report, collect, and review accounting indicators, inter-company transactions, and gain transparency into a single pane of glass financial dashboard. Sage Intacct allows us to move from a backward-looking, transaction-oriented approach to finances, and on to forward-looking analysis and financial planning.
  • Accounts payable entry.
  • Inter-company reconciliation.
  • Financial reporting.
  • Automation with Powershell.
  • Multi-Currency costs.
  • Error correction.
Sage Intacct provides flexible modular architecture and allows for customization of its solution. This allows Sage Intacct to right-size and tailor its solutions to customers' exact needs. If you needs Sage Intacct as a General Ledger you won't be saddled with ERP and CRM modules. Sage Intacct allows further customization by vertical. For example, you can purchase a single currency solution if you don't have foreign entities.
Read Paul Lerner's full review
andrew dang profile photo
Score 8 out of 10
Vetted Review
Verified User
Review Source
It's being used for all our finances and reporting. It is used mostly by our finance/accounting team and the software developers. It addressed our problem: QuickBooks couldn't scale. The QuickBooks API was not easy to use and required a lot of nightly jobs to run in order to keep our site up to date with the accounting software. With Intacct we can easily have all our data synced up where needed. One really useful thing is being able to add custom fields in Intacct. It has helped with our integrations to Stripe (payment processor) and our CRM.
  • New design is a huge improvement
  • Performance is solid
  • Easy to use
  • Developer documentation is lacking. I remember having to contact Sage Intacct when setting up
  • Getting in contact with Intacct is a pain in the butt
Sage Intacct is great if you're moving away from a small business accounting software like QuickBooks.
Read andrew dang's full review
Karen Green profile photo
Score 7 out of 10
Vetted Review
Verified User
Review Source
It's used by our Business Affairs team to generate invoices and track payments.
  • It generates invoices from our internal orders system.
  • It saves agreement and invoice templates for customers.
  • It doesn't pull all information into invoices, some have to be entered manually.
  • The formatting of the text in invoices doesn't always look very good.
  • Formatting/text boxes are difficult to edit on invoices.
I only use it for generating invoices from orders and it's mostly well-suited to this task, although if some formatting improvements were made, I would be much happier with it.
Read Karen Green's full review
Annie La profile photo
Score 10 out of 10
Vetted Review
Verified User
Review Source
We are using Sage Intacct for all related accounting functions for our small sized company only in the accounting department. It helps us organize our functions. We use it to post bills, record payments, perform bank reconciliations, month-end duties, fixed asset monitoring, and analysis of financial reports.
  • Ability to add attachments to entries for easy referencing and reduce paper filing.
  • Multi-entity and single-entity features.
  • User-friendly.
  • Would be great if we can add attachments at the bill level not just at the purchase order level.
Sage is perfect for companies who want to go paperless and reduce their carbon footprint and filing/storage space. It's also fantastic for companies that involve multi-currency transactions with multi-entities. Lastly, Intacct is perfect for companies who require 1+ approvers for AP functions which can benefit companies to reduce time and cost.
Read Annie La's full review
Danielle Anderson profile photo
Score 9 out of 10
Vetted Review
Verified User
Review Source
Sage Intacct is currently only being used within our accounting department. We use it to keep our books and have just recently started using it for financial reporting. Although we only produce a limited amount of reports from the system, we know it is capable of doing much more.
  • The reporting is a very powerful tool for pulling data and assigning data with multiple dimensions.
  • Accounts Payable has great ease of use.
  • Accounting Management is very easy to learn.
  • Charge payoffs. The credit card module has some issues. It's very cumbersome and there's no way to sort the data when working in payoffs.
  • Aesthetics. Some of the modules are not the most pleasing to look at and can have a lot of data crammed on a screen.
  • Credit card transactions. You should have the ability to change coding after a transaction is reconciled, but the system won't let you.
If you are looking for a robust system that is intelligently designed, it's Intacct. I love the reporting aspect of it, I just want to learn more about how to get the reports I need from this system.
Read Danielle Anderson's full review
Matt Guns, CPA, CPM profile photo
Score 9 out of 10
Vetted Review
Verified User
Review Source
We are in the process of implementing Intacct at Blackbird Investments. I used Intacct for the last 5 years at my prior employer, and it's the first major accounting change I'm making at my new employer. Blackbird currently uses Quickbooks' desktop version and doesn't give us the efficient operations and global views I need to effectively manage the accounting functions here at Blackbird, so we've made the decision to implement Intacct.
  • Global dashboard views.
  • Efficient A/P processing.
  • Excellent reports.
  • The user interface does make it difficult to find the less used options within the system.
Intacct is very well suited for companies like Blackbird, with many different entities all acting in concert with one another. Real estate companies, in my experience, are a particularly good fit for Intacct.
Intacct is less well suited for smaller companies who don't have robust reporting and consolidation needs. The system is probably a little more robust than a typical small LLC would need. It's definitely a good next step for companies like ours, though, who have outgrown the abilities of Quickbooks and other small business types of systems.
Read Matt Guns, CPA, CPM's full review
Annabelle Asti profile photo
Score 9 out of 10
Vetted Review
Verified User
Review Source
Sage Intacct is primarily used by our Accounting Department and the President of our company. We have been able to use the reporting features and the statistical journal entries to provide detailed reporting to our Operations Department to aid in important decisions, such as purchasing, performance goals, and how efficient each manager is within their specific department. We have been able to get detailed data on a much more granular level, which is incredibly helpful.
  • We find the Accounts Payable section to be easy to navigate and use.
  • The Cash Management and Bank Reconciliations make looking at that data easy.
  • The ability to move from the Top Level entity down to the other entities is a great function.
  • The bills register could have a cleaner layout.
  • The inter-entity transactions can be hard to decipher.
Sage Intacct is well suited for a medium or larger company. I would not think the level of detail is necessary for a small business. I would also recommend it for a company that needs a line by line detail of their transactions. Sage Intacct allows us to enter data on a very granular level, which allows us to see how specific areas are functioning rather than just an overview of the whole company.
Read Annabelle Asti's full review
Crystal Graham profile photo
Score 8 out of 10
Vetted Review
Verified User
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We upgraded from QuickBooks Professional in April 2018. We use Intacct as part of a suite of products to manage our entire back office. We currently use TimeClock Plus for timekeeping, Workforce Go for payroll and human resources, and Intacct for A/P, GL and financial reporting. (Workforce Go was recommended as one of Intacct's preferred payroll providers, but we had an extremely negative experience with that company and are currently transitioning to ADP)
  • Intercompany transactions. We were tracking these manually in our previous system, and the seamlessness with which Intacct handles them has created a great deal of efficiency for us.
  • Reporting - with a small caveat. The reporting is robust, but there are not a lot of out-of-the-box reports that will work. You will need to learn the report writer right away so that you can write your own reports as needed.
  • Multi-user and approver functionality. It allows us to electronically obtain approvals from off-site managers on all purchasing transactions.
  • Help desk. We have tried to place a few tickets, with varying degrees of success. Several times we've had to just solve the problem ourselves or live with it.
  • Implementation. More structured training would have been helpful. We did have a dedicated team of qualified trainers, but I would have preferred self-guided online lessons. This is probably just a personal preference.
Based on our experience, Intacct would be well suited for a multi-entity company with lots of intercompany transactions. It handles due to/from affiliates like a dream. It is also good for companies with approvers off-site, using the purchasing module. It might not be well suited for a company without a relatively sophisticated accounting staff, because the reporting is complex but robust.
Read Crystal Graham's full review
Christian Hoyt profile photo
Score 6 out of 10
Vetted Review
Verified User
Review Source
Sage Intacct provides an accounting solution for claims payments. It is also used across the organization as our primary accounting vendor.
  • API seems strong.
  • Solution is robust/accurate.
  • Accounting team seems to like it.
  • Documentation for API needs improvement.
  • Data ingress/egress is difficult. Data is obviously not intended for use outside of UI. I built an ETL process to extract data from Intacct and it's not very sensible.
  • Integrations with Intacct seem buggy.
Seems appropriate for settings where integrations already exist, but not well suited to custom integrations.
Read Christian Hoyt's full review
Anahi Franco profile photo
Score 9 out of 10
Vetted Review
Verified User
Review Source
Intacct is currently being used as our accounting system. Several departments use it: Accounts payable, accounts receivable, payroll, inventory, warehouse, etc.
  • Easy navigation.
  • User-friendly.
  • A clear dashboard.
  • Invoice template.
  • No charge for service calls.
  • One person is designated to a group of companies for customer service.
Intacct does a great job for what we use it for. I do payroll, so I just go in and cut manual checks. But when I look for invoices, the search has to be really specific rather than broad. It would be nicer if it was a broad search rather than really specific.
Read Anahi Franco's full review
James Williams profile photo
Score 6 out of 10
Vetted Review
Verified User
Review Source
Color of Change operates three entities, a 501(c)3; a 501(c)4; and a Political Action Committee. Intacct is primarily used by the Finance staff. We use it for recording, tracking and reporting on the financial activities of our three entities. We interface with Bill.com for accounts payable; and Adaptive for financial reporting.
  • Recording and tracking contributions.
  • Recording and tracking invoices billed to grantors.
  • Recording and tracking accounts payable.
  • Issuing 'basic' financial statements
  • Overall, I don't believe that Intacct could be characterized as "user-friendly."
  • Developing new financial reports is very complicated.
  • Using/revising standard reports is cumbersome.
  • Setting up new general ledger accounts, adding new users, setting up new employees and setting up new vendors is not intuitive.
The myriad of features available is gratifying but sometimes overwhelming. Signing up for training is overly complicated. Intacct is very expensive; acquiring/installing new features is very costly. I was trained to use Intacct in November of 2017; moving up to the latest UI version has been difficult. Often times I'm not able to find functions/features in the new version that were readily accessible in the old version.
Read James Williams's full review
Alexander Cooper profile photo
Score 6 out of 10
Vetted Review
Verified User
Review Source
A limited trial of Sage Intacctt was used as a potential sell to clients for accounting for medium-sized businesses. It is no longer in use. The business problems it addressed were for automating accounting services which were usually manual processes.
  • Sage Intacct increases productivity and ROI massively on businesses that currently have manual processes for accounting.
  • Excellent selection of tools to cover most medium-size businesses or smaller.
  • Suitable for experts and less experienced accountancy staff.
  • Sage is not really applicable to large companies, they often have bespoke systems that Sage cannot or are very difficult to interact with.
  • The cost of Sage is often greater than the ROI for very small businesses.
  • Newer offerings for accountancy tools have better features for specific tasks.
For medium-size businesses that rely on lots of manual processes and a large number of man hours, the ROI for implementing Sage for accountancy is excellent. In smaller and larger businesses, however, other alternatives are better.
Read Alexander Cooper's full review
Frank Fieseler profile photo
Score 9 out of 10
Vetted Review
Verified User
Review Source
Intacct is being used by the finance and accounting department for GL, AP, and AR. Additionally, we import attendance information, to be used with our calculations of ratios. We have created dashboards so senior management can track key information. It has made for a better system to analyze our information and provide that timely analysis to senior management. It has also reduced our audit time, since we can give them access and supporting documents for our transactions in the same system.
  • Easy to create dashboards, to allow management access to key information.
  • Reporting is straightforward, and it's easy to create custom formats.
  • The ability to import statistical information to be used with financial information for key indicators.
  • Since you can create accounts for tracking receivables through invoices, it would be nice to include the receivables account number in the AR ledger.
Very good if you use different systems and want to import information into Intacct. Either can be done with the templates provided, or an API.
Read Frank Fieseler's full review
Todd Hansen, CPA, CMA profile photo
May 31, 2019

Intacct is great!

Score 10 out of 10
Vetted Review
Verified User
Review Source
We are using Sage Intacct for GL, AP, AR, Fixed Assets, and Prepaids. It eliminated much transaction processing and betters our reporting.
  • Reporting is very automated.
  • Drill down to transactions
  • Approval processes aren't very customizable.
It's well suited to mid-market customers.
Read Todd Hansen, CPA, CMA's full review
Silas Newcomb profile photo
Score 8 out of 10
Vetted Review
Verified User
Review Source
Our accounting team uses Sage Intacct, mainly to consolidate our subsidiaries into one balance sheet/P&L under the parent company.
  • Consolidating financial statements.
  • Accounts payable.
  • Dashboards.
  • Customizing financial statements.
  • The inventory function does not work.
  • Sales invoices are affected by the inventory function (which does not work).
The more entities the merrier. Good for family offices or companies that have multiple levels of reporting requirements.
Read Silas Newcomb's full review
Dena Patel profile photo
May 23, 2019

Intacct Review

Score 8 out of 10
Vetted Review
Verified User
Review Source
Accounting & Finance uses it, which is the department I head up.
  • It can be customizable to how you want it to be.
  • The layout is easy to navigate.
  • Need an easier way to create reports.
  • REPORTING structure is terrible since reports are so difficult to create.
  • It's not easy or user-friendly.
I'm an executive at my company and the reporting part is really difficult and there are so many steps that you have to take to get to one thing. I've used another Sage product in the past called MAS 90/200 it was so much easier to navigate and build reports using crystal reports.
Read Dena Patel's full review

Feature Scorecard Summary

Pay calculation (5)
7.0
Benefit plan administration (5)
6.4
Direct deposit files (4)
7.1
Salary revision and increment management (4)
6.9
Reimbursement management (49)
7.3
API for custom integration (182)
7.9
Plug-ins (142)
7.5
Single sign-on capability (220)
8.4
Role-based user permissions (284)
8.3
Dashboards (283)
7.7
Standard reports (301)
7.9
Custom reports (304)
7.5
Accounts payable (313)
8.2
Accounts receivable (271)
7.9
Cash management (290)
7.8
Bank reconciliation (282)
7.8
Expense management (184)
7.5
Time tracking (90)
7.3
Fixed asset management (108)
6.8
Multi-currency support (100)
7.3
Multi-division support (183)
8.2
Regulations compliance (89)
8.1
Electronic tax filing (45)
7.0
Self-service portal (118)
7.3
Global Financial Support (38)
7.7
Intercompany Accounting (142)
7.7
Journals and Reconciliations (209)
8.0
Enterprise Accounting (66)
8.6
Configurable Accounting (113)
8.4
Centralized Rules Framework (74)
8.2
Standardized Processes (123)
8.1
Inventory tracking (47)
7.2
Automatic reordering (8)
5.5
Location management (63)
7.9
Manufacturing module (5)
5.2
Pricing (80)
7.7
Order entry (122)
7.7
Credit card processing (77)
6.7
Cost of goods sold (14)
6.3
End-to-end order visibility (38)
8.2

About Sage Intacct

Sage Intacct is a cloud ERP system targeted at high-growth small and medium-sized businesses – from startups to public companies. According to the vendor, the Sage Intacct ERP system includes applications for core financials and accounting, purchasing, order management, and financial reporting and business intelligence. Optional applications include FAS-52 compliant multi-currency support, real-time financial consolidation and multi-entity support, sales tax management, inventory management, revenue management, project accounting and pre-packaged integration with Salesforce CRM.

Sage Intacct’s cloud delivery model allows for anytime access from a web browser. With no software or hardware to buy, install, maintain, or upgrade, Sage Intacct eliminates many of the costs and risks associated with traditional on-premises financial software.Sage Intacct applications can also be configured without programming and are designed to work with other key business applications.

Sage Intacct Features

General Ledger and Configurable Accounting Features
Has featureAccounts payable
Has featureAccounts receivable
Has featureCash management
Has featureBank reconciliation
Has featureExpense management
Has featureTime tracking
Has featureFixed asset management
Has featureMulti-currency support
Has featureMulti-division support
Has featureRegulations compliance
Has featureElectronic tax filing
Has featureSelf-service portal
Has featureGlobal Financial Support
Does not have featurePrimary and Secondary Ledgers
Has featureIntercompany Accounting
Does not have featureLocalizations
Has featureJournals and Reconciliations
Has featureEnterprise Accounting
Has featureConfigurable Accounting
Has featureCentralized Rules Framework
Has featureStandardized Processes
Inventory Management Features
Has featureInventory tracking
Does not have featureAutomatic reordering
Has featureLocation management
Does not have featureManufacturing module
Order Management Features
Has featurePricing
Has featureOrder entry
Has featureCredit card processing
Does not have featureCost of goods sold
Does not have featureOrder Orchestration
Has featureEnd-to-end order visibility
Does not have featureOrder exception Resolution
Payroll Management Features
Does not have featurePay calculation
Does not have featureBenefit plan administration
Does not have featureDirect deposit files
Does not have featureSalary revision and increment management
Has featureReimbursement management
Reporting & Analytics Features
Has featureDashboards
Has featureStandard reports
Has featureCustom reports
Customization Features
Has featureAPI for custom integration
Has featurePlug-ins
Security Features
Has featureRole-based user permissions
Has featureSingle sign-on capability
Has featureMulti-factor authentication
Has featureUser-level audit trail
Additional Features
Has featureSubscription billing
Has featureRevenue recognition
Has featureCollaboration/Social
Has featureMultiple chart of accounts
Has featureMultiple reporting books
Has featureMulti-dimensional reporting
Has featureGraphs/Charts/Performance cards
Has featureReport visualizations (conditional highlighting, color grading, trendlines, etc.)

Sage Intacct Screenshots

Sage Intacct Videos (5)

Watch Sage Intacct Product Tour for Software Companies

Sage Intacct Downloadables

Sage Intacct Integrations

Salesforce.com, Host Analytics Cloud EPM Suite, Bill.com, Xactly Incent, KeyedIn Projects, AvidXchange, Zuora, Expensify, MineralTree, Nexonia Expenses, Quick Base, FloQast, Adaptive Insights, a Workday company, QStock Inventory, EmployeeMax, FastPath, Nexonia, PayPal, Ameriflex

Sage Intacct Competitors

NetSuite, FinancialForce Accounting, Microsoft Dynamics GP, Microsoft Dynamics SL, Acumatica, QuickBooks Desktop Enterprise, Microsoft Dynamics 365 for Finance and Operations (formerly Dynamics AX), Microsoft Dynamics 365 Business Central (formerly Dynamics NAV), MIP Fund Accounting (formerly Abila MIP)

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 VersionPaid Version
Email
FAQ/Knowledgebase
Social Media
Video Tutorials / Webinar
Phone
Forum/Community

Sage Intacct Technical Details

Deployment Types:SaaS
Operating Systems: Unspecified
Mobile Application:No