Sage Intacct
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Sage Intacct
Overview
What is Sage Intacct?
Sage Intacct is a cloud ERP system targeted at high-growth small and medium-sized businesses. Intacct includes applications for core financials and accounting, purchasing, order management, and financial reporting and business intelligence. It also integrates with 3rd party software like Salesforce.
Read moreRecent Reviews
How Sage Intacct Differs From Its Competitors
Awards
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Popular Features
View all 40 features- Accounts payable (923)8.585%
- Standard reports (892)8.585%
- Cash management (849)8.484%
- Custom reports (877)8.282%
Reviewer Pros & Cons
View all pros & consVideo Reviews
1 video
Get Creative: Sage Intacct Opens Up Options for Software Company
03:56
Pricing
View all pricingEntry-level set up fee?
- No setup fee
For the latest information on pricing, visithttps://www.sageintacct.com/pricing
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting / Integration Services
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Product Details
- About
- Integrations
- Competitors
- Tech Details
- Downloadables
- FAQs
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.
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
Sage Intacct Videos
Sage Intacct Integrations
- Salesforce.com
- BILL
- Xactly Incent
- KeyedIn Enterprise
- AvidXchange
- Zuora
- Expensify
- MineralTree
- Quickbase
- FloQast
- Planful
- Ameriflex
- ADP GlobalView Payroll
- American Express Global Payments
- Nexonia
- by Emburse
- Adaptive Insights
- a Workday company
- QStock Inventory
- EmployeeMax
- FastPath
- Nexonia
- PayPal
- ADP
Sage Intacct Competitors
- NetSuite ERP
- FinancialForce Accounting
- Microsoft Dynamics GP
- Microsoft Dynamics SL
- Acumatica
- QuickBooks Desktop Enterprise
- Microsoft Dynamics 365 Business Central
- MIP Fund Accounting
- Xero
- Microsoft Dynamics 365 for Finance and Operations (formerly Dynamics AX)
Sage Intacct Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Unspecified |
Mobile Application | No |
Supported Countries | United States of America, Canada, Australia, United Kingdom, South Africa |
Sage Intacct Downloadables
- A white paper describing how moving to a cloud-based financial accounting solution can help to adapt to support changing business needs, replace manual processes with automated workflows, and deliver "right-time" information to needed answers.
- For organization that have run up against barriers: inflexible processes, data accessibility issues, inadequate security, and primitive reporting. This white paper describes limitations in QuickBooks how a more robust solution can help.
- Most finance teams buy software to solve today's problems, but leading teams find solutions built for long-term success. This white paper from Sage Intacct & Kimble Apps includes tips to engage and qualify vendors during the evaluation process, and describes how to select a vendor that shares a long-term vision of success.
- A CFO today needs to be the leader who can modernize business systems and operations to improve productivity. This white paper describes how to automate manual processes to close the books faster, consolidate entities in minutes, and ultimately spend nights and weekends with family, not in the office.
- 58% of US companies manually reconcile accounts. Is financial complexity holding back growth? This white paper shows how the next generation of financial consolidation automates financial processes, enables faster growth & better insight, and provides access to consolidated information across the organization.
- Findings from Sage's 2022 Close the Books Survey translated into practical strategies and best practices that help achieve a faster and more accurate close.
Frequently Asked Questions
Sage Intacct is a cloud ERP system targeted at high-growth small and medium-sized businesses. Intacct includes applications for core financials and accounting, purchasing, order management, and financial reporting and business intelligence. It also integrates with 3rd party software like Salesforce.
NetSuite ERP, FinancialForce Accounting, and Microsoft Dynamics GP are common alternatives for Sage Intacct.
Reviewers rate Single sign-on capability highest, with a score of 9.
The most common users of Sage Intacct are from Mid-sized Companies (51-1,000 employees) and the Non-profit Organization Management industry.
Comparisons
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Reviews and Ratings
(1854)
Attribute Ratings
Reviews
(1-25 of 1049)- Popular Filters
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November 27, 2022
Sage Intacct definitely keeps your books intact!
Sage Intacct was our full ERP solution that captured and reported on all of the data from our integrated systems. We used it to generate reports for month-end reporting, budget analysis, and flux analysis and generated dashboards for various department heads so they could quickly view their status and self-serve answers to common questions.
- Dimensions are the building blocks for custom reports
- Drilling into details is as easy as clicking on anything that's a link
- Permissions are fairly customizable by user or role, allowing for controls and segregation of duties
- The Fixed Asset and Prepaids modules could be updated to match the usability of the rest of the product.
- The Charge Payoff screen should have a "match transactions" feature like the bank/credit card reconciliations do.
- Very large transactions (AP bills and JEs with over 500 lines) take a very long time to load and sometimes crash in a Chrome browser. If you need to edit one mistake, it's almost easier to reverse the entry and re-upload via csv.
We did not use much automation.
November 27, 2022
Sage Intacct definitely keeps our numbers intact!
I use Sage Intacct for invoicing, paying bills, 1099s, and tracking of GL accounts. I enter all invoices and submit for payment. We have recently went paperless, so I now save all invoice copies as attachments in each bill entered. I set up all new vendors and am able to save W-9s in each vendor file. I solely do 1099/1096 reports each year. I also run reports to see where GL accounts stand at certain times, which also helps identify errors in coding.
- Tracking capabilites.
- Allowing attachments with entries.
- Ability to pay bills directly from Sage Intacct.
- They are always adding or improving features.
- I would like to see the automated invoice entry eventually.
- I think that getting the settings correct to print on 1099s can be difficult.
- I would like to see the ability to for attachments to save with their name instead of Sage Intacct generated numbers.
- I would like to be notified of possible duplicate entries for vendors based on name, address, FEIN, etc.
We have not integrated any automation up to this point. However, if invoice automation becomes available, we are likely to take advantage of that along with payments. I believe we are in the process of setting up an inventory management system, so Sage Intacct will help with that. We do not use Sage Intacct for receivables other than tracking the GL codes that our receivables are mapped to.
We use Sage Intacct in our day to day operations from AP to AR and month-close tasks and reporting. We have had issues in the past that included glitches in the system and syncing issues on the AP side that causes delays in our month-close. The slow response time from their support team also does not help.
- User-friendly, easy to navigate
- Importing data
- Report pulls
- Customer support team time
- Too many system updates every Friday evening
- Glitches in data at times
Yes, being able to import data helps out instead of inputting all data manually.
November 08, 2022
My Opinion
We use Sage Intacct to support our clients. We are an Intacct partner and Var partner. We have many different clients in many different industries. I am a daily user, support other staff and train and support clients. My clients are in retail, family office and Healthcare. I love Intacct and am constantly learning new ways to simplify processes and improve efficiencies in the system.
- Invoicing
- Dimenisions and Account Groups
- Reporting!!!!
- Payroll
- Accounts payable reporting
We have used some of the general ledger features and are very excited and looking forward to the new accounts payable processes that are coming.
October 28, 2022
Great reports and dashboard!
Sage Intacct is used as our complete accounting systems; however, integration with payroll, accounts payable and accounts received systems have been challenging. Further, electronic data interchange between our asset management system, expense reimbursement systems and credit card reconciliation platforms also are less than desirable. I believe the platform has tremendous functionality and with the write partners in the systems category could proof to be very promising.
- Dashboards
- Financial reports
- Custom reporting
- Payroll
- Payables
- Receivables
My company has benefited from general ledger automation; however, accounts payable and accounts receivable automation processes have not yet been fully integrated. Further, order management continues to be maintained in a separate system. Integrating all processes would be a huge benefit to our organization. We have begun steps to integrate payroll through the new Aage module and are looking forward to these benefits.
October 27, 2022
Sage Intacct Accounts Receivable review
I use the General Ledger for AR to create Journal entries and like the ease of duplicating those, which allow me to quickly add a new one or edit an existing one without creating/reversing the batch. A plus I find is the ability to search multiple ways within those to easily find posted JE. The use of the reporting features is most helpful for my monthly reconciliations and for preparing for my company's yearly audit.
- Reporting
- Accounting
- Accounts payable
- Better/more ability to use keystrokes for data entry
- Templates for journal entry in AR
- Shortcut keys
Our nonprofit is relatively new to Sage Intacct and has already experienced the benefits of Positive Pay, bank reconciliation, ease of journal entry, custom reporting ability, and the auditing process.
October 27, 2022
Sage Intacct Review.
Score 9 out of 10
Vetted Review
Verified User
We use Sage Intacct accounts payable, accounts receivable, cash management, and general ledger modules for our main book of business and our smaller nonprofit entities. It's nice to have one system to store the backup we need. The only issue I have is the canned reports are not always user-friendly to modify.
- Accounts Payable.
- General Ledger.
- Export/Import Feature.
- Reporting
- Dashboards
- Release of Restricted Funds.
The ability to combine core financial processes into one system is beneficial to use because it helps to standardize how we enter repetitive transactions, which makes it easier for new staff to follow by reviewing previously entered transactions. Also allows us to easily see trends.
October 26, 2022
A Great Financial Tool
Score 8 out of 10
Vetted Review
Verified User
Sage Intacct is a product that we are utilizing across the organization but most especially in the finance and accounting department. It has helped is in a great extent in financial reporting. I love its cash management module which is pretty intuitive. It well understands the user's need which makes it easy for us in reconciliation.
- It is great on financial reporting.
- Great in bank reconciliation.
- I just don't like the fact that it has alot of add ons
It has automated the whole process of accounting thus helpung us save time and made audit easier.
October 25, 2022
Good time saver and good support
Overall great product that's capable of managing nearly every aspect of our business. As a user with no experience I found it very easy to learn and work with on a daily basis. The learning Center and training courses I've been very helpful and my peers in the community are almost always quick to respond to the wide range of questions I have
- Bill payment
- Project management
- Financial reporting
- Receivable history could be easier to navigate
- Printed doc templates could be simpler to create
We have definitely benefitted from the automation. We are a small company and just 1 person is able to effectively manage all of the basic aspects of accounts payable, accounts receivable, financial reporting and months end closes with very few issues. Help for these issues can be easily found within the intact community site
October 25, 2022
Great software, best I have used in my 20 plus years as a CFO
We use Sage Intacct to perform all accounting, reporting, budgeting, and retention functions for all of our governmental funds.
- Document storage
- Audit documentation
- Budget tracking
- Fixed assets
- Fixed assets
- and Fixed assets
We are continually using Sage Intacct to improve our processes and streamline our workflows. We learn new ways to improve every year.
October 24, 2022
Good workflow!
I use Sage Intacct for my grant accounting. The main modules I use are the general ledger, grant module, and financial reports module. A couple of the problems I've encountered are limited reporting for grants and options for maintaining grants.
- Charts of Accounts
- Accounts payable
- User friendly
- Purchase request
- Bank reconciliations
- AR
I know for the general leger its helpful. The ones that I truly appreciate are the recurring journal entry, memorized entries, and saved reports. These features saves me time and all I have to do is click a button or verify the post.
October 24, 2022
Sage Intacct Review
We are the back office providing financial services for Charter Schools through out America, and we are using Sage Intacct to our accounting function. We are making a lot of journal entries to reclass, and would like to have a provisional post functionality in Sage Intacct.
- Bank Feed: making it easy to do bank reconciliation
- Customize Dash Board: creating customize reports for specific viewers
- Smart rules: a little changeling for someone who has no coding knowledge to do
- Provisional post: Sage 300 has a functionality where it allows us to see what the ending trial balance looks like if we provisional post a journal entry/entries
- Smart rules: an easier guidelines would be help full
We haven't finished setting up these feature yet, but would like to try in a near future
October 19, 2022
New Intacct User Happy With Intacct, Unhappy With Sage “Partner”
We are new to Intacct and it is a major leap forward for us. From a finance standpoint, we love the report building tools largely replace the hodgepodge of SAS queries, Power BI, and Excel reports we cobbled together every month. Likewise, Sage Intacct Planning (SIP) had made our budgeting process much faster and easier. Accounting love the interface and we are just beginning to experiment with the AI/ML outlier detection, which thus far looks to be incredible. And our IT is glad for the API environment that eases integration with other systems.
- Report building
- Budgeting
- Integration with other systems
- The integration between Intacct and SIP leaves much to be desired. We should not have to recreate the dimensions and rollups (departments, categories, etc.) we set up in Intacct again in SIP.
- We upgraded to Intacct from Sage 100C. There was absolutely zero integration between the two Sage tools. The conversion was as difficult as if we had converted to a third party ERP because there were not conversion tools to aid in upgrade from 100C to Intacct as there are in other ERP ecosystems.
- Consultant “partners” are terrible. Our chosen partner delayed our conversion about a year, and we only executed the conversion after our IT department largely took the conversion over from them. At Transform I talked to other recently converted companies who had similar experiences. Sage should do a better job at certifying who they allow to represent them to their end users.
Yes, Intacct has helped tremendously. In our former environment we had no integration between our ERP and external systems including our bank, ADP (payroll), AP payment system, and warehouse management software, and the integration with our credit card merchant processing systems was poor. Intacct and the library of plugins has greatly improved the speed and accuracy of all of these interfaces.
October 18, 2022
Awesome Product
We use Sage Intacct for our Financial Platform.
- Accounts payable.
- Financial reporting.
- Dashboards.
- Implementing fixed assets into Sage.
We currently use the AP function for managing our check payment process.
October 18, 2022
New User Getting her Sage on!
Accounts Payable, Purchasing, GL
still using a lot of manual processes which we need to automate
still using a lot of manual processes which we need to automate
- User friendly favorites
- Easy to undo/reverse
- Time & Attendance integration with Expensify
- Training Contacts
- Talking to our bank
- Personalized videos
Yes and looking forward to utilizing the tool more!
October 18, 2022
Outsourcing Jungle
I work on multi clients in a outsourcing capacity so there is a lot of moving parts on a daily basis. Intacct solves many issues that we don’t have in other software. The highlights are reporting it is much easier, monthly close is much easier and the duplication of screens is awesome to name a few.
Hopefully we will be using the AP automation in future
October 17, 2022
My New User Friendly Partner
In Accounts Payable, Set up new vendors, enter and upload invoices and other supporting documents and W9 forms. Ensure entries are correct before submitting for approval. Print checks and confirm after dual signatures. No problems to address at this time now.
- Efficient.
- Accurate.
- Helpful.
- Search tool.
- Organize tool.
- Extended time staying on without having to re-login.
I have only been with the company for about six months but it seems to be user friendly and runs pretty efficiently making my job easier to manage. It has kept me a happy employee so far. If an issue does come up, I have quick access to online help and either call or email customer service.
October 17, 2022
Terrific software!
We sell the product to organizations that need to expand beyond their current legacy software. We demo the product, implement the product, and support our customers after implementation.
- Automation.
- Consolidation.
- Reporting.
- Month-end close.
- Dashboards.
- Budgeting software.
- Bank reconciliations.
Our organization has greatly benefitted from the AP automation and greatly improved our GL reporting.
October 17, 2022
Awesome Financial Management Tool
Score 9 out of 10
Vetted Review
Verified User
We are writing journals, making bills doing Reconciliation in reports, Uploading Client Statements and tracking the payments.
- The Support team is very responsive.
- Clear dashboard.
- Vast variety of modules.
- Custom reports.
- Statement analyser.
- The UI needs to be improved.
- The performance of application needs improvement.
- Should be browser-friendly.
We are able to track the past payments for the client. We can track any clients which is turning bad in advance so that we can discuss and plan the future payments.
October 17, 2022
Simplify your finance department.
I use Sage Intacct for different educational organizations I consult for to manage their finances. These are large network schools and organizations with multiple entities.
- Managing inter company.
- Automating AP.
- Audit logs.
- Reporting.
- Smart rules.
These automations have provided efficiency and have allowed for the team to focus on business growth.
October 17, 2022
Not what we we’re hoping for
We use it for all of our accounting needs. AP, AR, purchasing and GL. Including financial reports for our board of directors.
- Ease of GL entries.
- Cloud product.
- Help.
- Adding notes to pages.
- Check writing.
- GL posting history and user details.
- Purchase orders.
- Report printing.
- Cash receipts.
- Aging reports.
- Vendor payment reports and screens.
- Customer payment reports and screens.
We have only utilized automation in GL. It has given us a little time back to process other stuff.
October 17, 2022
Accurate and reliable
As our accounting GL software. It produces detailed customer reports to drill down into our customers. We are able to look at each customer in comparison to others that we service.
- Provides audit trail.
- Enables Excel uploads.
- Does bank reconciliations.
- More in-depth training.
- Examples to follow when setting up company.
- Detailed checklist for setup.
We have gone from individual entry to uploads saving valuable time. Rules made to auto matching items in bank tec.
October 17, 2022
Don’t think twice!
Sage Intacct has allowed to extend our reporting and increase our efficiency as we record transactions that deal with complexities of working with different funds and locations as well as departments. It has also help us decrease our workload as we have been able automate many different tasks. This has improved our team dynamic as we are able to put more resources towards development and team building.
- Dimensions reporting.
- Dashboard views.
- Innovation.
- Restriction release feature.
The robust technology involving these areas allows to automate many of our tasks, reducing errors and increasing accuracy across the board. This allowed us to manage time more effectively and increase productivity, by focusing on more important issues.
October 14, 2022
Review
Utilize it for my outsource accounting services.
- Reporting.
- Allocations.
- Dashboards.
- Bank feeds.
- Attachments.
Currently using bill. Com for ap processing.
October 14, 2022
Does more than we know
Use it for GL, AL and fixed assets.
- Ease of use.
- Audit trail.
- Controls.
- Customer support.
- Client relations.