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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

1499 Reviews

Cool software for accountants. Easy to learn and do.

Rating: 10 out of 10
Incentivized

Use Cases and Deployment Scope

We use the General Ledger, Accounts Payable, Cash Management, Dashboard and Reports [modules] for tracking our expenses and uploading and integrating our revenue from other systems. We are now able to give our budget managers more information with the drill down and the file attachment features and eventually more tools to manage their budget. The automated features of Sage Intacct are helping the accounting department be more efficient and to cut the monthly close. We’re only 4 months into Sag Intacct; we are still learning, but we like what we see so far.

Pros

  • The software is really good and well thought out. Intacct appears to be in tune to their customer and really update on changes that they recommend. Their customer service team is very responsive.
  • They have a really good partner with Clifton Allen Larson which really understood our needs and helped us implement the system. CLA’s team really was knowleddgeable of the capabilities of the software and matched it to our needs.
  • The built in reports, 990 and audit report formats is very useful for not for profits. The Dashboard and performance cards have lots of flexibility.

Cons

  • Some very large reports, with multiple cost centers, have a long time to run. You can store and run but not always practical.
  • Bank reconciliations are doable but somewhat difficult to navigate. Looking forward to new release , which was announced and demo in the Advantage conference this year. The added tools look promising.

Likelihood to Recommend

<div>If you have a good sectioned chart of accounts and well mapped organizational budget tree will help you with the implementation. Being cloud-based helps users access it at any time. Also helps in converting to a paperless system (almost). Lots of flexibility to choose modules that you use now or develop later. The software is intuitive and quite easy to learn.</div><div>

</div>

Sage Intacct is perfect for non-profits

Rating: 10 out of 10
Incentivized

Use Cases and Deployment Scope

We use Sage Intacct as our ERP across the organization. It is used as GL, AP, AR, as well as for time sheets, budgeting, employee onboarding/off-boarding, performance evaluations, ticketing, etc. We are heavy users of their dashboard technology across the organization and enjoy multiple dimensions to slice and dice data as needed.

Pros

  • 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.

Cons

  • Cell phone app does not exist.
  • Additional modules (i.e. budgeting, interactive reporting) cost extra.

Likelihood to Recommend

Sage Intacct is great as an accouting system and provides insights into business operations with ability to store statistical non-financial data and display in dashboards and reports. New interactive report writer is very powerful and will make excel report manipulation obsolete. We use Intacct well in most of our foreign subsidiaries and it works well with multi-currency.

Review from a new Project Accountant

Rating: 7 out of 10
Incentivized

Use Cases and Deployment Scope

Sage Intacct is the main software used for financial reporting, transaction management, AP, and AR. The timesheet and expense entry was cumbersome in the past so we've partnered with 10K and Nexonia respectively for a more streamlined process. Through the 2018 Advantage event, there is great consideration to discuss a potential reversion to using Intacct.

Pros

  • There are considerations within the Sage Intacct platform that other services do not provide. Case in point, when you pull up a list of clients, the interface also gives you the current AR balance for that client. It saves time on system management and housekeeping when you're culling down the client list for active clients.
  • The accessibility to import anything is amazing if we're unable to enter within the Sage Intacct platform. My company rolled out a project pricing tool to align everyone on new engagements and it's a painless process in uploading a new budget.
  • It's a full ERP system and I am a new user shy of 4 months. I am looking forward to continuing using Sage Intacct to uncover its capabilities in the months and years to come.

Cons

  • Through Advantage 2018, I am learning about the report writing tool. We have plans to integrate Dashboards which is a function not currently being used to its maximum potential.
  • The immediate interface could use some customization fields. When I look at the project codes created, it's difficult to discern when a project was created. For a company of any size, as long as you have turnover in the company, seeing the project code, client ID, project type without specific details for who created the project code, the date it was created, and the full client name is an inconvenience every day.
  • SYPartners moved away from using Intacct's timesheets and employee expense report submission features because of the cumbersome process. I would love for us to be able to revert back to full reporting into Sage Intacct for a direct picture view for Dashboard reports.

Likelihood to Recommend

<div>Sage Intacct is well suited for companies with its flexibility in reporting. The dimensions are fantastic to be able to create any report needed and you can provide a more engaging presentation with its graphs and charts capabilities. </div><div>

</div><div>There is such an extensive support system that the answer should not be too hard to find. As a new user in an established company, it was a first for me to learn there is an assigned partner to help directly with your company. A con is that there is such an extensive support system that looking for the answer can feel like searching for a needle in the haystack. </div>

Vetted Review

Sage Intacct Review

Rating: 9 out of 10
Incentivized

Use Cases and Deployment Scope

Sage Intacct is being used mainly by our accounting department, and a little by our operations department. We recently made the switch after quickly outgrowing QuickBooks and needing more reporting functionalities. It has made the financial close process quick and seamless, and investor reporting much more detailed and concise. We can also track customers and AR much more simply.

Pros

  • Reporting
  • Customer tracking

Cons

  • Home page is lacking
  • Some redundant steps to get to the same things

Likelihood to Recommend

Reporting is definitely a strong suit with Sage Intacct. We can easily create reports that are not already created for us, and we can easily manipulate those reports to give us the exact data we need in any situation. We can also create recurring reports that we pull on a monthly/quarterly basis for financial closes and investor reporting

Sage Intacct Review

Rating: 9 out of 10
Incentivized

Use Cases and Deployment Scope

We use Sage Intacct as our accounting software. We have a few non-finance people who view dashboards, but all employees use it indirectly via reports.

Pros

  • The Accounts Payable module is great. Makes processing payment requests much faster and more efficient.
  • Having everything electronic and attached within entries is perfect. Big time saver and much more efficient.
  • All facets of our company can flow directly to and from each other so everyone is working with the same data and not multiple cases of the same data.

Cons

  • Have a "Reply All" in the collaborate function
  • Be able to pull reports through multiple modules.

Likelihood to Recommend

The AP module is great and saves time. Having the documentation at your fingertips for all invoices makes for quicker data pulling.

Sage Intacct - Great for Multi-Entities

Rating: 8 out of 10
Incentivized

Use Cases and Deployment Scope

We use Sage Intacct in our entire organization. We have multiple divisions across the country so the multi-entity functionality helps us manage all of them. Each can have their own receivables and payables but they share a common chart of accounts and the financials can be easily consolidated for board reporting.

Pros

  • The multi-entity, multi currency is perfect for distributed companies.
  • The number of integrations with other industry leading products is a big plus.
  • The details level of security ensures all users have access to the correct information while maintaining divisional independence.

Cons

  • I am anxiously awaiting the release of bank feeds and the improved cash reconciliations due on next year.
  • Their online help tools could be better. Enhancements are documented well in release notes, but these don't always get properly integrated into the help system.
  • Report writing has not been very easy, so I am looking forward to the new interactive reporting tool.
  • They need to address payment options for organizations with decentralized AP. Current ACH solutions do not allow for payment out of more than one bank account.

Likelihood to Recommend

If you have multiple divisions which separate workflows and processes, Sage Intacct is a great solution. It allows for entity level customizations and reporting and also makes it very easy to roll them back up. It is especially good for multi-currency consolidation. If you are a small business with minimal financial transactions and a simple chart of accounts, Sage Intacct is likely overkill and probably cost prohibitive.

New, but a fan...

Rating: 8 out of 10
Incentivized

Use Cases and Deployment Scope

We currently use Intacct for all of our accounting needs. It is used solely by our finance department.

Pros

  • User Friendly
  • Helpful Staff
  • Functionality

Cons

  • Reporting Functions don't always populate what we need
  • Budgeting option doesn't fully work for our organization

Likelihood to Recommend

Because we are a non-profit we require specific information that we can't always get the system to pull.

Vetted Review
Sage Intacct
1 year of experience

Experiences from an outsourced CFO

Rating: 8 out of 10
Incentivized

Use Cases and Deployment Scope

We are an outsourced accounting and CFO company. Many of our clients use Intacct via our console.

Pros

  • True SaaS cloud platform
  • True accrual system that is cost effective
  • Ease of use

Cons

  • Import of credit card and bank activity
  • Invoicing and changes
  • Managing contacts on invoicing

Likelihood to Recommend

For our customers that are venture capital backed and need a scaleable solution that is still cost effective today.

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

Rating: 9 out of 10
Incentivized

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.

Vetted Review
Sage Intacct
2 years of experience

Intacct is great!

Rating: 10 out of 10
Incentivized

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.

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