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

1491 Reviews

Having visibility to the best data to move your business to where it needs to be.

Rating: 9 out of 10

Incentivized

October 26, 2018

Use Cases and Deployment Scope

Sage Intacct is being used across our organization. The dimensions in the financial modules has helped to accurately report numbers by departments as well as by funds (restricted or un-restricted).

Pros

User-defined dimensions - customizing it to your business
User roles - protecting data and who sees it
Ability to easily manage multiple entities and locations from one application

Cons

Bank Reconciliation
Charge Payoffs for credit cards
AP - Bills vs. Purchase invoices....would rather it was easily done in one place

Likelihood to Recommend

The ease of integration with a variety of third-party vendors allows for you to create solutions for your business to be efficient and effective. As a non-profit, the cost of business users can be restrictive in using its full potential within your organization.

Verified User

Analyst in Finance and Accounting (51-200 employees)

Vetted Review

2 years of experience

Intacct is great!

Rating: 10 out of 10

Incentivized

October 26, 2018

Use Cases and Deployment Scope

We are using Sage Intacct for GL, AP, AR, Fixed Assets, and Prepaids. It eliminated much transaction processing and betters our reporting.

Pros

Reporting is very automated.
Drill down to transactions

Cons

Approval processes aren't very customizable.

Likelihood to Recommend

It's well suited to mid-market customers.

Todd Hansen, CPA, CMA

Assistant Controller in Finance and Accounting at Deseret Mutual (201-500 employees)

Vetted Review

1 year of experience

View profile

Highly recommended for multi location and multi currency companies

Rating: 9 out of 10

Incentivized

October 26, 2018

Use Cases and Deployment Scope

We switched to Sage Intacct in order to use the multi-currency function as well as multi-entity functionality. We migrated over from QuickBooks Online when manual consolidations were no longer an option. With Sage Intacct, we are now able to save days on our reporting as well as consolidate both US and Canadian entities.

Pros

Global Consolidation at the touch of a button
Easy switch between entities and comparison
Ease of use, the system is super easy to use and the help center and community are a great place to search for things that you do not know how to do quickly.

Cons

Reporting. Some of the reporting functions are not the best. I hate that I cannot have multiple reports open at once.

Likelihood to Recommend

If you have multiple locations or entities Sage Intacct is great for easy comparisons and entries. Sage Intacct is also great for global consolidation. If you only have one small business it might not be for you.

Aimee Deakin

Executive Administrator in Finance and Accounting at Impact Fitness (201-500 employees)

Vetted Review

1 year of experience

View profile

Intacct has so much to offer and as a whole has been a very positive change for our organization.

Rating: 10 out of 10

Incentivized

October 26, 2018

Use Cases and Deployment Scope

We recently converted from QuickBooks to Intacct in July. We are using the spend management tool, purchasing, accounts payable and accounts receivable. It has streamlined our processes surrounding all areas significantly and in turn, is saving us time.

We are looking forward to becoming more proficient and seeing what other products and options we have to streamline even more processes.

The use of Sage Intacct has addressed the few internal controls that were lacking and has truly been a great tool for our purchase order/AP process so that our CFO can review his budget feeling confident that the data is correct.

Pros

The purchase order process and how it converts to the vendor invoice has been significantly helpful to our department.
We are looking forward to getting additional information surrounding the AMEX options. It offers so many benefits for our small department of 3.
Sage Intacct forces users to use correct accounting entries and skills. We converted from Quickbooks and found that it allows things/entries to be made that are no proper.

Cons

I find it difficult to update items within the AR and AP applications when we are in the same month. If the month is not closed out, I would like to be able to update functions and other dimensions if needed. It seems as though I am forced to make JE's for small corrections.
Sorting and filtering within the bank reconciliation process could be easier to use or add more functionality. I think these might be coming...
When we initially implemented Intacct we did not realize the importance of the entity levels. We use 3 different entities and when entering items at the top level became a significant issue for us in our first month. It would be helpful, as a multi-entity company, to have had more emphasis on the levels during the training process.

Likelihood to Recommend

We have found the most value in the spend management tool and purchase order process. It has significantly decreased the number of errors at month end as our CFO reviews the monthly financials and budgets.

Nicole Cummings

Accounting and Customer Relations Manager in Finance and Accounting at Trinity School for Children (51-200 employees)

Vetted Review

View profile

Multi-dimension is AWESOME!

Rating: 10 out of 10

Incentivized

October 26, 2018

Use Cases and Deployment Scope

We use Sage Intacct across the entire organizations. The driver for our decision to select Sage Intacct is the multi-dimension functionality. As a growing church that is adding campuses every year, all I have to do is set up a location dimension for them and we are ready to begin processing their information. So easy.

Pros

Multi-dimension structure - so important in being able to track a variety of data.
Drill down capability - so nice to be able to get to the invoice level from the top level
Love the audit trail so we can determine who made changes to things.

Cons

From a mobile device such as an iPad, I wish it was easier to see the detail before approving payments. I always have to switch to the full site to be able to see the detail, which is inconvenient.
On my Mac at home, it seems as if it is harder to get back to the approval screen when approving payments.

Likelihood to Recommend

This software is great for multi-site churches. Allows a new location to be added in under a minute. We are still relatively new to Intacct and I love that the system is so powerful and has so many features that we can grow into. We haven't used dashboards yet, but we will be when I return from the national conference. I see so many ways this will benefit us.

Lisa Francisco

Business Administrator in Finance and Accounting at Brentwood Baptist Church (51-200 employees)

Vetted Review

3 years of experience

View profile

4 Months Deep

Rating: 10 out of 10

Incentivized

October 26, 2018

Use Cases and Deployment Scope

Our organization solely uses Intacct within the Finance Department. We have three colleagues on our team, and we use the system for purposes related to charter schools such as purchasing for our educators, and applying tuition payments to outstanding invoices. Our CFO uses the budget versus actual report for his budgeting needs as well.

Pros

Purchase order process
Spend management module
Providing in-real time snapshots of numbers via the dashboards

Cons

At times, the ‘job’ and ‘entity’ field will default back to ‘999999’ and ‘100,’ which is a glitch that can be a pain

Likelihood to Recommend

Sage Intacct has really forced our organization to abide by proper accounting rules.

Alyssa Detres

Finance Department Specialist in Finance and Accounting at Trinity School For Children (51-200 employees)

Vetted Review

1 year of experience

View profile

Very Pleased with Sage Intacct

Rating: 10 out of 10

Incentivized

October 26, 2018

Use Cases and Deployment Scope

We purchased Sage Intacct to replace our obsolete GL system with MAS 500. We were looking for an updated system that could meet our complex non-profit needs.

Pros

Sales Experience
Available Customization
User experience

Cons

None so far

Likelihood to Recommend

I work in IT and our accounting team is very pleased with the system and its functionality.

Devin Stoker

Business Systems Manager in Information Technology at Deseret Mutual Benefit Administrators (DMBA) (201-500 employees)

Vetted Review

1 year of experience

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A SAGE review

Rating: 8 out of 10

Incentivized

October 25, 2018

Use Cases and Deployment Scope

We partner with Sage Intacct to implement and support the critical access hospitals we offer EHR services for. It is a critical component for their reporting needs, and the integration between our system and intacct has helped our hospital base grow. Over the past year we have been consistently solving more reporting issues using Intacct, and developing new ways to use Intacct to address our reporting requirements.

Pros

I think the flexibility of Sage Intacct's reporting functionality is amazing. You are able to easily and dynamically change your reports to meet your needs.
I think the help feature of intacct is particularly robust and useful.
The support provided by their salesforce team to answer product related questions has been both timely and helpful.
The ability group dimensions or accounts in different ways without effecting overall reporting is an awesome concept that changed how detailed we can get.

Cons

I think the ability to build reports and summarizing by multiple dimenions easily would make our lives easier.
The initial training has room for improvement.
Having more robust training the trainers to your partners would be welcome.

Likelihood to Recommend

It is well suited where there is need for rubust and dynamic reporting. I find their to be issues in some scenarios where there is rigid requirements and less flexiility when it comes to implementing a new system.

Karl Wing

Manager in Emerging Services in Finance and Accounting at athenahealth (5001-10,000 employees)

Vetted Review

Reseller

1 year of experience

View profile

Intacct Now and Later

Rating: 9 out of 10

Incentivized

October 25, 2018

Use Cases and Deployment Scope

We utilize Sage Intacct as the financial system of record for our customers. Our usage of Sage Intacct extents to the configuration, implementation, and support of our client environments. In our client environments, Sage Intacct is used by department managers and the C-suite. Our clients use Sage Intacct in the preparation of their financial statements and for operational understanding of the performance of the individual departments.

Pros

The ability to use dimensions is the single greatest differentiation that provides the greatest leverage for both us and our clients.
Sage Intacct's online help is extremely robust allowing the opportunity for self service that most systems don't come close to enabling.

Cons

While the fixed asset capability has come a long way, it is still relatively segmented from the main product and should be integrated in a more thorough manner.
Error message reporting is clunky and difficult to understand.

Likelihood to Recommend

Scenarios where Sage Intacct is well suited:

<ul><li>Reporting based on dimensions</li><li>Ability to integrate with an API</li><li>Cloud based</li><li>Flexibility of smart events/rules to create custom experiences</li></ul>Scenarios where Sage Intacct is less appropriate:

<ul><li> Budgeting is a weak spot for Sage Intacct. </li></ul>

Verified User

Strategist in Product Management (1001-5000 employees)

Vetted Review

3 years of experience

Anticipating Success

Rating: 7 out of 10

October 24, 2018

Use Cases and Deployment Scope

Sage Intacct is being used throughout our organization as not only our financial accounting package but as our project management program. Intacct has greatly reduced the amount of time in preparing reports for our senior management staff.

Pros

Ease of reporting
Provide insights in vendor/accounts payable accounts

Cons

During the invoicing process, making corrections to time entries
Better connection between Customer and Customer Contacts

Likelihood to Recommend

Sage Intacct provides wonderful reporting once the information is entered into the system; however, difficulties lie when making modifications or changes to data once it is in the system.

Felecia ONeal

Project Specialist in Finance and Accounting at GeoTechnologies, Inc. (11-50 employees)

Vetted Review

6 years of experience

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Reviews and Ratings

Intacct has so much to offer and as a whole has been a very positive change for our organization.

Rating: 10 out of 10

Incentivized

October 26, 2018

Use Cases and Deployment Scope

We are looking forward to becoming more proficient and seeing what other products and options we have to streamline even more processes.

Pros

The purchase order process and how it converts to the vendor invoice has been significantly helpful to our department.
We are looking forward to getting additional information surrounding the AMEX options. It offers so many benefits for our small department of 3.
Sage Intacct forces users to use correct accounting entries and skills. We converted from Quickbooks and found that it allows things/entries to be made that are no proper.

Cons

I find it difficult to update items within the AR and AP applications when we are in the same month. If the month is not closed out, I would like to be able to update functions and other dimensions if needed. It seems as though I am forced to make JE's for small corrections.
Sorting and filtering within the bank reconciliation process could be easier to use or add more functionality. I think these might be coming...
When we initially implemented Intacct we did not realize the importance of the entity levels. We use 3 different entities and when entering items at the top level became a significant issue for us in our first month. It would be helpful, as a multi-entity company, to have had more emphasis on the levels during the training process.

Likelihood to Recommend

Nicole Cummings

Accounting and Customer Relations Manager in Finance and Accounting at Trinity School for Children (51-200 employees)

Vetted Review

View profile