TrustRadius Insights for Sage Intacct are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.
Pros
Ease of Use: Users have consistently praised Sage Intacct for its intuitive interface and user-friendly design, which simplifies tasks such as bank reconciliations and report generation, leading to increased productivity. The seamless navigation within the platform has been highlighted as a key factor in reducing training time for new users.
Customization Capabilities: Many reviewers have emphasized the platform's robust customization features, allowing for tailored account structures and personalized reports that cater to specific business requirements, ultimately improving financial management efficiency. This flexibility has enabled businesses to adapt quickly to changing reporting needs without significant disruptions.
Integration with Other Applications: Several users have lauded the seamless integration capabilities of Sage Intacct with various tools, enabling smoother collaboration across teams and automating processes for enhanced operational efficiency. The ability to connect with other software applications seamlessly has led to time savings in data entry and improved accuracy in financial transactions.
We use Sage Intacct for the purpose of logging work hours, leave and training. Sage Intacct helps us with corresponding our hours with reimbursements and working over time and stand by shifts in the NOC. We log our hand over sessions and our client training sessions on the sage time sheets.
Pros
Logs work hours
Logs Training
Logs overtime shifts
Logs Standby shifts
Cons
Edit recalled time sheets
Don't allow duplicates
Delete declined timesheets
Likelihood to Recommend
Sage Intacct is best suited for office environments where you have many people in different offices and fields who need to log different working hours, training sessions, hand over sessions, overtime shifts, stand by shifts and leave. The function to leave individual notes on the time sheets is very helpful.
VU
Verified User
Employee in Information Technology (201-500 employees)
We use Sage for our finance system to improve the amount of time for data entry and the amount of time it takes to produce reports. Intacct is automating a lot of processes or part automating meaning its easier. All approvals are now on the system rather than on a sperate form
Pros
Colloboration
Scope of Reporting
Automation
Cons
Reports with line level details on
Need receive payments to be applied to suppliers to match up DD's
Improvements on vat setup for partial exemption
Likelihood to Recommend
for purchasing it would be recommended, easy process. Bank rec could be slightly improved with the auto matching
VU
Verified User
Administrative Assistant in Finance and Accounting (51-200 employees)
Sage Intacct appeared to be a nimble yet powerful system to act as an enterprise ERP along with general ledger and other accounting functions. In my opinion, we were led to believe the implementation consultant would be able to not only setup the system but also integrate with Athena Health to ingest all of our billing, productivity, and reimbursements to not only help me see the entire - complex organization with multiple subsidiaries in multiple industries much better, but also help me with revenue recognition and the move the GAAP as we grow. I was also supposed to be able to see on one income statement the gross charges, contractual write-offs, and collections down to the individual provider level, and get a financial statement per provider. This would also include productivity and grouping by major insurance carrier (e.g., Medicare vs. Medicaid vs. Blue Cross vs. other Insurance).
Cons
In my opinion, pricing is ridiculously high for the services we were provided. We are going back to QuickBooks and will be just as well off - lots of promises by Sage - few deliveries, if any.
In my experience, setup was a complete and utter joke; we did the work and the implementation specialist totally botched.
Make things work as promised - after two years I gave up because we still don't have Athena integrated into the revenue and productivity buckets.
In my opinion, Sage Intacct planning is a joke - I could still never get a budget done with head counts by department - largely due to the ineptness of our consultant assigned by Sage to help us setup.
Likelihood to Recommend
I'd like to have negative numbers because I am actually working to transition 10 of my clients to other systems. In my experience, this has been a complete failure with way too much time and effort wasted, not to mention dollars, with little to no concern or care on the part of Sage, its staff, or its consultants. In my opinion, this has been a disgusting experience and one that has made me wish Sage bankruptcy.
Sage Intacct handles our financial recordkeeping, budgeting, and grant management. We were looking for a software solution that was easy for our program managers to use while still being robust enough for our finance department's needs, and Intacct has been a good choice. Non-financial users are able to review their budget-to-actual results and track grant spenddowns.
Pros
Easy to integrate non-financial users.
Allows for a simple chart of accounts because of how the Dimension structures work.
Simple to correct mistakes and make adjusting entries.
Cons
I'd like to see CSV imports simplified, or made a little easier to get correct without import errors.
Initial set-up can be cumbersome.
For multi-entity organizations, having a better delineation between what can be done at the "Top Level" and the "Entity Level" can be confusing for new users.
Likelihood to Recommend
Intacct is particularly useful if you need a web-based ERP, or if you want non-finance department users to be a part of your environment and be able to view/retrieve their own financial reports. I especially like that my organization, with 4 business entities, is able to do everything in one program and easily flip between the entity we're transacting in. For smaller businesses, some of the tools may feel like overkill, but I think it's great for midsized agencies.
VU
Verified User
Manager in Finance and Accounting (51-200 employees)
Love the integration Sage Intacct has with Ramp for credit card purchasing and bill pay. It makes our accounts payable processes so easy, specifically keeping track of receipts and total expenses. The journal entry import function has also made our switch from Quickbooks to Sage Intacct smoother as we were able to export historical transactions directly from QB to store in Intacct.
Pros
Sync with Ramp
Journal entry import
Getting approvals from the check signers through Intacct makes paying bills by check more simple than taking the checks for a wet signature
Cons
It would be nice to be able to save credit card charge offs as a draft to come back to later
Would like to be able to navigate between fields in a journal entries using keyboard arrows
Send reminder notifications to check signers to approve payments
Likelihood to Recommend
Sage Intacct handles integrations with other financial software well.
VU
Verified User
Professional in Finance and Accounting (51-200 employees)
Weekly time reporting for clients and internal projects. Our use case is to account for all of the time spent during the week in order to bill and forecast.
Pros
Auto-saves the current timesheet I'm working on.
Cons
Does not show me if a day has a note added. If I've added a note for that day, I want the note icon to change color.
There are a lot of unnecessary columns in the timesheet editor that I don't need to see every week. I'd like the option to customize my view.
Because there are so many columns, the inputs are too small to see the entire Project name and task name. There is no hover text tag to be able to see the full names of list items. It's often that I select the wrong item from the list.
I want real time feedback on errors in my timesheet. I don't want to be able to submit and hope for the best.
If I have an error on my time sheet, I want to be taken directly to that error via an email link.
Likelihood to Recommend
I think the tool overall gets the job done, but there are many small interaction patterns that could be improved to give users a better experience.
VU
Verified User
Employee in Professional Services (51-200 employees)
I use Sage for billing, accounts receivable, collections also to generate reports. Sage allows you to keep information clear and organised through the reports that are generated, and to keep track of outstanding balances or our customers. It also allows you to include payments in the easiest and quickest way possible.
Pros
Accounts Receivable Reports
Easiest payment entering
Billing
Cons
allow to attached documents with the invoice
improve the way to look up information
split screen
Likelihood to Recommend
Sage is user-friendly and easy to use, and allows you to access information in different ways. It is also pretty helpful for generating reconciliations quickly and easily. According to my experience, I think it could be better if we were allowed to include commercial names for clients and attach documents to the invoice process.
VU
Verified User
Employee in Finance and Accounting (5001-10,000 employees)
Is very useful because I am in the accounting area and I can see a big variety of reports to analyze the information, monthly, weekly and YTY. So, I like it because shows the information that I require friendly and faster, even if could be various companies. Other systems needs almost 3 minutes or something like that to shows reports, but it isn't efficient like in Intacct..
Pros
Reports clearly.
Receive information from other systems, and save the information
Security strong
Cons
Filtres to search information easier
in cash management, to leave check various with various. Not just one with various
Leave to see the reconciliation of other past months
Likelihood to Recommend
-When i need to analyze the information between months YTY. I can see the information, even is so functional that I can see the movements into the month that I am analyzing.
VU
Verified User
Employee in Finance and Accounting (51-200 employees)
We use Sage Intacct for financial reporting and general bookkeeping. It integrates with other software systems we have, which makes it nice! We have quite a few different entities and the ability to have them all using the same system makes it really nice. I've learned a lot through using Sage Intacct!
Pros
Multiple Entities
Configuration Options
Reliability
Cons
Report cover pages - better functionality and editability
Report tables of contents - I want to be able to run a report group and literally be able to send everything off ready to go to management from Sage Intacct, not have to add a cover, table of contents, etc.
Better integrations with other software, like Bill.com
Likelihood to Recommend
Sage Intacct is great for companies with multiple entities and experienced accountants. I'm not an experienced accountant (will, at least wasn't when I started) and it was a pretty big learning curve, whereas a more out-of-the-box solution may have been easier. I'm glad I stuck with it, though, because I've learned a lot! We work with a third-party support team now and I'd highly recommend that! There's just so much with Sage Intacct to learn.
VU
Verified User
Employee in Finance and Accounting (51-200 employees)
Use it for our end to end AP process and have initiated AP approval work flow process in Sage. The product addresses the process of PQ, PO and PI while also ensuring there is IFC in place.
Pros
Simplified User interface
Processing of data
Testing platform i.e. Sandbox
Cons
Automation
Reporting
Customisability of IFC
Likelihood to Recommend
Simplified process of source documents.
Limitation in customisability of reporting and financial controls
VU
Verified User
Manager in Finance and Accounting (1001-5000 employees)
