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Sage Intacct Reviews and Ratings

Rating: 8.6 out of 10
Score
8.6 out of 10

Community insights

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.

Reviews

1513 Reviews

Fantastic mid-market accountingreporting solution

Rating: 8 out of 10
Incentivized

Use Cases and Deployment Scope

I currently use Sage Intacct to manage accounting for multiple clients in a Family Office setting. Intacct met our requirements which included bill pay, banking connections with semi-automated reconciliations, client login abilities and others. The primary feature we chose Intacct for was the ability to do consolidated reporting. Each family has anywhere from 5 to 40+ entities and the ability to produce stand lone financials as well as consolidate them in various ways based on family ownership is critical. Also, the ability to easily monitor cash balances in the various entities to be able to pay external loans, transfer cash between entities and plan for distributions was a significant requirement. There is 'bonus' functionality that was not a requirement but I'm using such as working on a custom dashboard to monitor for specific cash planning as well as the ability to publish reports that clients can use their own login to review and drill into.

Pros

  • Consolidations
  • Reporting
  • User Friendly

Cons

  • Reporting templates for Family Office
  • Better support in their help articles geared toward Family Office
  • The ability to delete or create certain records by an admin (ie-AP invoices, cash receipts etc)

Likelihood to Recommend

If someone was asking about it for retail use it would be a 10 for sure. Compared to larger ERPs, Intacct has most everything most business would need and then some. For the Family Office environment it's like fitting an oval shape into a round hole. It's really close, but you have to do some manipulating in how you use it.

Sage Intacct Review

Rating: 7 out of 10
Incentivized

Use Cases and Deployment Scope

Sage Intacct is used as our general ledger and is used to book all actuals. We use it to book everything across several different entities. We also book across multiple geographies and are able to use different exchange rates to account for local currencies. There is a lot of reporting that we also out of Sage Intacct. Additionally, it is connected to Snowflake to help us get full data into Snowflake as well.

Pros

  • Entities
  • Reporting
  • API connections to other systems

Cons

  • Not very user friendly
  • Requires experts to make any changes to systems
  • Sometimes clunky to use

Likelihood to Recommend

Similar to what I said earlier, I have found it easy to use for good reporting once the reports are built out. However building out the reports are quite cumbersome and requires experts to come in to help us build them. Additionally, Sage Intacct has been been good at being able to use for multiple entities and geographies.

Vetted Review
Sage Intacct
5 years of experience

Sage Intacct

Rating: 6 out of 10
Incentivized

Use Cases and Deployment Scope

we us Sage Intacct as our accounting and finance system, GL, AR, AP, the contracts module, fixed assets, collections, purchase requisitions, POs, it helps with our billing, revenue recognition, cash, bank account and credit card reconciliations, profit and loss statements, balance sheets, cash flow statements, vendor and client statements and tracking.

Pros

  • the contracts module
  • dunning notices
  • financial reporting

Cons

  • more flexible software to deal with exceptions and adjustments
  • treating their clients as partners
  • focusing on the client experience when it comes to contracting, pricing and solving problems with the system
  • responsiveness

Likelihood to Recommend

client contract management is good, flexibility and treating clients as partners is terrible

Vetted Review
Sage Intacct
9 years of experience

Wish I knew more

Rating: 8 out of 10
Incentivized

Use Cases and Deployment Scope

It is our accounting so for our small nonprofit. There hasn't been a huge scope of ease for me as I want to learn more of what Sage Accounting can do but I do not have time because of the day to day things that are on my plate and Arminino training on Sage Accounting was NOT GOOD.

Pros

  • AP
  • AR
  • Customization

Cons

  • Release an upload for credit card receipts the same way for AP
  • and for other receipts in cash management
  • Easier integration for users and the teams software - Hubspot, Paylocity, etc
  • Better Training than ARMININO

Likelihood to Recommend

I love how easy some of the features are. The ease of uploading invoices, how you can connect departments, projects, etc for each transaction the ease of looking up transactions. The reporting is nice once you can figure it out. And the budget piece is great to be able to drill your budget down to a T.

Vetted Review
Sage Intacct
2 years of experience

Sage Intacct Review

Rating: 7 out of 10
Incentivized

Use Cases and Deployment Scope

We use Sage Intacct as an ERP. It is our financial system that Accounting relies on heavily for AP, AR, GL items.

Pros

  • AP Module
  • Reporting
  • Easy API connection

Cons

  • Automation capabilities
  • Ability to customize modules
  • Built in Reporting

Likelihood to Recommend

For Companies with lower volumes of transaction and not a complicated accounting process. I would recommend Sage Intacct.

Highly Recommend Sage Intacct

Rating: 9 out of 10
Incentivized

Use Cases and Deployment Scope

We use Sage Intacct to centralize accounting, automate our workflows to ensure accuracy and transparency. The system account for all business income and tracks restricted versus unrestricted income, projects (using p-codes), expense transactions, purchasing approvals, fixed asset management, internal control, and reporting. We rely on the system for managing our 7 locations to ensure consistent coding and reporting application across the organization. The system acts as our source of truth.

Pros

  • Fixed Asset Management
  • Tracking Restricted Income
  • Multi Location Management

Cons

  • It's expensive to add business users
  • Add-ons are pricey but paying for what we use is preferred
  • 1099 creation isn't offered

Likelihood to Recommend

I recommend Sage intacct to manage the complexities of a matrixed organization with complex business structures. Sage can manage the complexity with ease and allows for significant expansion of the business without needing to transition to a new platform.

Vetted Review
Sage Intacct
2 years of experience

Sage Intacct is the best ERP for a mid-size nonprofit

Rating: 9 out of 10
Incentivized

Use Cases and Deployment Scope

We use Sage Intacct as our ERP. We use the general ledger, purchasing, accounts payable, and fixed assets module. We needed to get better control over the purchasing process, so it allowed us to implement Purchase Requisitions-to-Purchase Order workflows, which has brought better visibility into spending and brought better controls as well. We also automated Accounts Payable with Bill.com, and the integration with Sage Intacct is deep and mature, so it helped streamline our payables processes significantly.

Pros

  • Dimension
  • Ease of Use
  • Close the books

Cons

  • Reporting is a bit complicated
  • Native Fixed assets requires a 3rd party for depreciation
  • A bit expensive for 10 pack of users

Likelihood to Recommend

Sage Intacct is well suited for a mid-size and/or growing organization that is looking for a best-in-class ERP that is designed with the accountant in mind. I have used other systems that were clearly designed by engineers, but they didn't invoice the accountant in the room. They are an excellent hub if you and looking to use other 3rd party software because of their open APIs. The best software companies always look to integrate with Sage Intacct

Vetted Review
Sage Intacct
6 years of experience

Easy and Reliable Accounting Software

Rating: 9 out of 10
Incentivized

Use Cases and Deployment Scope

We use Sage Intacct to manage our finances and track budgets for our community and social work programs. It helps us keep records organized, manage contract and funding, and create clear financial reports. This makes it easier to stay accountable, follow rules, and focus more on supporting the community instead of paperwork.

Pros

  • Clearly tracks funding from different BC ministries/funders and links expenses to the correct programs
  • Strong reporting tools that create clear and accurate financial reports
  • Helps manage budgets and keep financial records well organized

Cons

  • The system can be complex to learn at first and may require extra training for new users
  • Some reports take time to customize and are not very user-friendly
  • Navigation can feel confusing, and simple tasks sometimes take too many steps

Likelihood to Recommend

Sage Intacct is well suited for organizations that need detailed reporting by program, location, and contract using dimensions. It works well for tracking funding, expenses, and budgets across multiple sites. It is less appropriate for very small organizations that only need basic accounting, as the system can feel complex and more than they require.

Vetted Review
Sage Intacct
2 years of experience

Sage Intacct Review-Construction Company

Rating: 7 out of 10
Incentivized

Use Cases and Deployment Scope

We use it as our main Accounting software. It links to our Procore system as well which we use as our construction system. We use most aspects of Intacct each day. The problems it addresses are slow processing (we had Sage 300 before), automation of cash reconciliations, AP automation, report options, etc.

Pros

  • Cash reconciliations/bank feeds
  • Journal entries and general ledger
  • Dashboards

Cons

  • Project reporting
  • Making financial budgets easier to use
  • Project costs

Likelihood to Recommend

I think Intacct is great for all general accounting functionalities and does a great job of automated some of the painful accounting processes. In our company, we are heavily project focused and I think this is where Intacct struggles. But overall, the system is great and as we learn more I think we can get more out of it.

Sage Intacct is the PREMIER ERP System

Rating: 10 out of 10
Incentivized

Use Cases and Deployment Scope

We use Sage Intacct as our overall ERP (enterprise resource planning) system. This also includes accounting and financial reporting as well as report writing.

Pros

  • report writing is very easy to use
  • the accounting software is very user friendly
  • the cost of implementation is very reasonable

Cons

  • more rubust report writing without having to go through so many trainings - more focus on the wizard functionality.

Likelihood to Recommend

I really enjoy the interface and report writing capabilities.

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