Reviews (1-25 of 492)
- 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 love the tabs. Its has my timesheets separate from company details and projects. The timesheets are easy for me to enter and submit. The login is straight forward, although I am just a timesheet user and not from the accounts payable team from my company.
- I like that it has features where you can edit an added timesheet and re-submit, before the approval. Intacct also stores my previous timesheets right from the very beginning, from my date of joining until present.
- I also like that we can customize the search options to get the results we want.
- The help menu on the right hand side corner is also helpful, and I admit I did not need any assistance as it was simple, just clicked on it once to review what topics it had.
- I wish it also showed my information on how much PTO balance I have remaining on my account. I have to get into ADP for this information. I have never tried the duplicate button to see what that means, I just need to explore what that tab actually does.
- The hours in a day balance although shows 8 which is right, but since I am salaried, it would be useful if it showed me as salaried rather than saying hourly under the calculation method tab.
- My focus is limited on Intacct. I only use it to log my worked hours, although its a very user-friendly website. Much better from the other systems out there.
- no training
Our company is wholly owned by a foreign entity and in the past, we used a archaic accounting solution that was over 15 years old and upon acquisition, manually transferred revenue information over to the system that the parent uses which too was an outdated system that was very difficult to navigate. Implementing Sage allows to utilize one cloud based solution.
- Using Basecamp during implementation is a very strong attribute as several members of the Sage team assigned can address our issue.
- It is easy to process transactions
- The ability to create custom reports
- The availability of a sandbox to test the system.
- The way transactions post to the General Ledger balance sheet needs work. Simply stated, if an AP bill is posted over 3 departments, Sage posts to the balance sheet in 3 separate lines. If several A/P bills are paid using one check, Sage posts each invoice payment as a debit to cash instead of the total payment. Sage should be able to post the balance sheet in summation and not like a subsidiary ledger. If one wants to see the details of a payment, then we should be able to drill down to see what bills a payment covers. I don't want to have to jump through hoops to to see a simple transaction on the G/L when the subsidiary ledgers have the detailed information.
- If a customer pays multiple invoices with one payment, Sage posts the receipt of cash (either in unapplied payments or Cash) by invoice and not by the total payment. This is also a problem.
- When using a 3rd party customer payment solution, (one recommended by Sage) when processing a settlement at the end of the day, it posts from unapplied payments into cash by invoice line item and not by payment total. You have to click on the amount to see the total deposit. This is completely backwards. You can't look at the Cash G/L to see the actual deposit totals vs invoice payments. At the end of the day, once all of the receipts are posted, the settlement should be able to do one debit to Cash and one credit to Unapplied Payments. The payment processor stated that this is a Sage problem. When attempting to ask support or our implementation team for assistance, I was told that Sage doesn't do this. This is a basic accounting function. No amount of changing the report filters allowed me to view a single line deposit entry for the total.
- The vanilla financial reports still could use some work. Simple reports don't total for YTD. For example, the R-12 P&L should have a YTD total column. This is throughout the reports that come with Sage. Also, a basic one month P&L should be included without having to go an create a custom report. Currently, if a detail or summary P&L is run, it automatically runs the previous 3 months from the "As of Date" and even then it doesn't have a total column.
However, I am thrilled to be using Sage as it is leaps and bounds better then our legacy system. I'm sure my rating will go up after I have used the solution more.
- Integrates with a CRM system
- Streamline AP process
- Great financial reporting
- Integration with payroll
- Full automation
- More custom wizard for reporting
- Prepaid accounts
- Intercompany transactions. I wish once you pick intercompany you could create the offset entry in the other company.
- 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.
- It’s scalable for any size of organization.
- It’s a true account system built on accounting principles, with built-in internal controls.
- Cutting edge technology and innovation
- Improvement in the cash management systems
- Improvement in the credit card and expense reimbursement
- Budgeting and reporting
- High amount of customization
- Great menus and easy navigation
- Ease of adding new accounts and adjusting securities
- Fully cloud based system
- Being the product was fairly new at the time, implementation of other software to work with Intacct wasn't as streamlined
- Sometimes the program felt slightly "laggy" or slow
- Customization can take sometime to work properly, but once functions it's great.
- Dashboards are very user-friendly and robust. I use at least half a dozen dashboards for various business needs.
- Platform Services are very powerful for automation and additional custom system building.
- Dimensions allow us to slice and dice data as needed.
- Powerful API allows easy integration with third-party systems.
- Cell phone app does not exist.
- Additional modules (i.e. budgeting, interactive reporting) cost extra.
- Easy to use and navigate
- Love the help feature
- Reports can be scheduled
- Can set up custom reports
- It would be great to see more options for the out-of-the-box reports
- It would be great to have the new custom reporter writer to use
- Sage Intacct handles reporting seamlessly and it can be customized to management needs.
- Sage's ability to create workflows and approval processes
- Sage's ability to upload ACH files directly to the bank
- Sage Intacct's Dashboard module makes it easy to look at the financial health of the company.
- Sage's partnerships with third-party vendors that seamlessly connect to Sage Intacct.
- Missing ability to sort bill payments by date, vendor, etc.
- Missing ability to delete some transactions
- I would like to see a mobile app to approve payments and journal entries.
- Missing ability to add several vendors to customized reports, only able to pick one vendor or vendor type to run a report
- Handles the storage of electronic documents.
- Ease of duplicating and correcting JEs.
- Can handle multiple users in the system at the same time.
- Reporting: it needs the ability to maintain one report and restrict users to only see specific department information instead of maintaining 20 different reports.
- Workflows: maintaining different workflows for various processes involving the routing of invoice approvals is very time-consuming.
- Building custom reports is difficult and not very intuitive.
- Importing: having to change file formats to CSV is time consuming and prone to errors since CSV doesn't like leading zeroes.
- User friendly, easy to train new users, intuitive, and time saving in daily processes.
- Dimensions reporting is a game-changer, allowing much greater flexibility in reporting.
- Continuously improving product.
- Purchase Orders system is not as flexible as the other systems.
- Customer service is difficult. It's all email based, at least 24 hours between responses.
- Easy budget upload from Excel/other worksheets.
- VERY easy consolidation across companies.
- Robust report writing capability.
- If you request an Excel download, why do you have to then, once again, hit "download report"? Unnecessary keystroke.
When you have multiple companies, want easy access without logging in and out, and need to run reporting across various companies, Intacct is the only way to go. It's nice to have this ability without paying the price of an Oracle or SAP level software.
I think the software might be overkill for a small shop that doesn't require such robust features.
- Setup / Configurations menus are easy to follow
- AP Bill/Payment process easy
- There is a huge disconnect with their engineering department when customizing features for our company.
- Documentation doesn't exactly answer our questions when trying to solve an issue.
- There is a disconnect when documentation doesn't have an answer submitting a support ticket and finding the correct person to help you solve the issue. They seem to turn over to the engineering team who doesn't give a solution but more documentation.
- We still have 3 major issues and can't get them resolved.
Not suited having to ask to turn certain features on that you be apart of the standard accounting without additional charges. Not suited when going through a discovery phase to add customization communication seems to fail at implementation.
- Importation of data allows you to enter precisely what you want. By saving templated information you don't have to re-invent a similar journal entry time after time.
- Dimensions allow for deeper analysis of customers and products.
- In-time changes allows you to see immediately the effect of entries.
- Duplicating screens allows you to easily move between various actions. For example, having my Financial Statement library up on one screen, seeing a P&L on a second screen, and being able to make a correcting journal entry on a third screen.
- Being able to delete a funds transfer entry on the fly instead of reversing
- Breaks down the total amount by line item - very descriptive.
- Provides a link for you to easily see the total amount being billed so that you're not having to add/subtract each line item.
- Shows payment history immediately when you search by the customer number.
- I wish there were a way to see their future invoices from the accounts receivable tab vs. having to search by recurring transactions.
- It would be helpful if the search boxes appeared at the top, even when you are in an existing account. This way I could search for my next account without having to go back through the steps.
- Flexibility in designing reports.
- Retrieve data based on different dimensions.
- Build custom reports.
- Ability to manage users when we have sub-locations.
- Run financial reports in different currencies.
- More flexibility in designing the trial balance.
- Multi-Dimensional Set Up
- Reporting Features and Custom Report Writer
- Ability to email and schedule all reports allowing for less manual involvement and more automation
- Smart Rules and Events- Back end coding for rules - the average user is not proficient enough to do this
- Budgeting- We are using Martus as the integration with Sage Intacct is phenomenal and from our experience Martus is a more user friendly platform for the average user
- Expense Management Development (Currently Using Nexonia so users can connect direct credit card feeds for expense itemization)
- Enables non-accounting users by allowing them to enter expenses directly into the system, and subsequently report on their respective departments
- Editing transactions is very limited, based on a variety of factors.
- User friendly
- Awesome customer service
- When applying credit card transactions in the Charge payoff module, it would be great to be able to sort by date and be able to see the amounts selected without scrolling all the way to the bottom.
Sage Intacct Scorecard Summary
Feature Scorecard Summary
About Sage Intacct
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 Screenshots
Sage Intacct Videos (5)
Sage Intacct Downloadables
- Learn the key benefits of moving to the cloud, the 5 signs that your accounting system is holding you back, and what to look for in a best-in-class, cloud-based financial management solution.
- Life After QuickBooks: Why It’s Time to Step Up to Sage Intacct for Business-Class Financial Software
- “Close the Books” Survey: Does your close make the grade?
- 2019 Buyer’s Guide to Accounting and Financial Software
- The Smarter Way to Plan & Budget
Sage Intacct Integrations
Sage Intacct Competitors
- 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 Version||Paid Version|
|Video Tutorials / Webinar|
Sage Intacct Technical Details