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

Excellent End User Friendly Application

Rating: 8 out of 10

Incentivized

November 10, 2023

Use Cases and Deployment Scope

We use Sage Intacct for entering expenses, as well as entering weekly time sheets. It is extremely user friendly and easy to navigate through entering time, and great to review past expenses.

Pros

TimeKeeping
Tracking of expenses
Abiity to breakdown time by actions and projects

Cons

Time sheets can sometimes be a challenge to get to, where you can't always get back to the list of previously submitted timesheets

Likelihood to Recommend

Extremely well suited for time entry and documenting multiple projects and organizations

Katie Murphey

Senior Applications Analyst in Information Technology at MEDSYS (1001-5000 employees)

Vetted Review

1 year of experience

View profile

Sage from an Auditor's point of view

Rating: 9 out of 10

Incentivized

October 21, 2023

Use Cases and Deployment Scope

We use our customer's Sage Intacct accounts to pull reports and GL detail from their account ledger. That is how we perform out procedures and get an understanding of how the entity works and what types of entries are commonplace for the entity. It addresses the need to have clean, consistent data from the client.

Pros

Pulling reports
Organization
ease of use

Cons

Quicker software
Faster reports
saved reports

Likelihood to Recommend

Sage Intacct is appropriate for a mid-sized organization that is looking for a good way to book journal entries and keep track of their accounting ledger. It is also good for people who want to be able to pull lots of data in a clean way that is easy to clean up in Excel.

Joseph Shearer

Senior Auditor in Corporate at CliftonLarsonAllen (1001-5000 employees)

Vetted Review

1 year of experience

Sage Intacct is the best application with excellent features for Financial reporting

Rating: 9 out of 10

Incentivized

October 17, 2023

Use Cases and Deployment Scope

We are using the Sage Intacct application for processing bills/ PO bills and applying the offline payment against the invoices and it will be useful for financial performance evaluation at the month-end. It is useful for extracting many other reports such as Aging reports, Bill registers, and T&E reports.

We are unable to schedule the payments directly from the Sage Intacct application.

It is very useful for Vendor creation and modifications if any are required.

Pros

Sage intacct will be useful in month end reconciliation by extracting all the required reports.
It is helpful for viewing of any type/particular GL codes directly in the General ledger folder
It will be helpful to apply the credit memos for a particular date

Cons

While processing the bill in Intacct the application is automatically consider the current date instead of the invoice date and has to be entered manually
There is possiblility of duplication of invoices which are processed via PO module since the error page will not popup while processing the normal invoice which is already included in the submitted PO list
Even though we have all the updated Vendor mapping file with detailed approver list, Sage intacct will display only approver 1 & 2 at the home page in the vendor mapping tab

Likelihood to Recommend

Sage Intacct is appropriate for all Small size and medium-sized enterprises to process their invoices and extract financial information easily.

Vallapuneni Balaram

Accounting specialist in Finance and Accounting at Consero Solutions India Private Limited (1001-5000 employees)

Vetted Review

1 year of experience

The best application with end to end accounting solutions in one platform for Good Business.

Rating: 8 out of 10

Incentivized

October 17, 2023

Use Cases and Deployment Scope

Sage Intacct is a very good accounting solution package used in our Organization for accounting services to our Clients business. The application is very ease to use and help in fixing the financial transactions very effectively and help our Clients to maintain their books very evidently with precise information and improve the Trustworthiness in the marketplace.

Pros

Reclassification of financial transaction through GJ to make the financials correct as per the Client Business requirement to achieve the financial objective for maintaining the Books.
Sage Intacct has Multiple reports which can be pull out at Ledger and Sub-ledger level to do all the financial analysis.
The Sage Intacct has an option to apply the payment or vendor credit manually when the integration of data is not flown properly from other applications.

Cons

The “invoice date”, “GL Posting date” and “Payment date” is freeze, once the transaction is closed with the "Paid" Status which is virtuous with the aspect of to have a control but sometimes it will impact the financial review on the adverse sideways as well. The edit option given to the top-level users would help a lot to get them fixed whenever it is required.
The Dashboard features are not available for the basic plan which would help to get more benefits if included for all plans.
The audit log is not having the complete information sometimes which is very difficult to have a track if the user has left the organization.

Likelihood to Recommend

The Sage Intacct application is appropriate for all Mid & Small Business organizations to handle the accounting framework which is helpful for the Business to make the important decision on a timely base which will help them to shape their firm or organization in a healthier way in the competitive market. The Business which has a very good Financial Statement with more accurateness, help them to get more funds through loans or other advances to expand their business well and do extra business.

Verified User

Executive in Finance and Accounting (1001-5000 employees)

Vetted Review

1 year of experience

A good accounting / project management software with a lot of modules and flexibility

Rating: 8 out of 10

Incentivized

October 9, 2023

Use Cases and Deployment Scope

I have used Sage Intacct mainly on the order to cash functionality and with limited exposure to purchase and AP modules

I would like to say this is a flexible software which provides multiple automated accounting workflows that reduces manual intervention while it is integrated with other apps.

Contract module entry flow which is little complex but it provides very good visibility w.r.t what is flowing through the accounting and what is happening when.

Pros

Contract Module accounting flow - Though it is complex to understand, it is very much needed for reporting compliance with GAAP.
Integration with CRM, multiple billing and timesheet / expense management softwares
Custom reporting resolves much of customization required for many reports

Cons

Cross object relationship in custom reporting
Edit option in invoice after reversing cash application

Likelihood to Recommend

Contract and project management if the best. The custom reporting is the lovely feature that I would play all the time to create the required reports and automate the reporting functions.

Less appropriate only when some one off customization is required which needs lot of effort to do and I will go with manual approach

Verified User

Consultant in Finance and Accounting (1001-5000 employees)

Vetted Review

4 years of experience

The best application with end to end accounting solutions in one platform for Good Business.

Rating: 8 out of 10

Incentivized

October 6, 2023

Use Cases and Deployment Scope

Sage Intacct is a very good accounting solution package used in our Organization for

accounting services to our Client's business. The application is very easy to

use and helps in fixing financial transactions

Pros

Reclassification of financial transaction through GJ to make the financials correct as per the Client Business requirement to achieve the financial objective for maintaining the Books.
Sage Intacct has Multiple reports which can be pull out at Ledger and Sub-ledger level to do all the financial analysis.
The Sage Intacct has an option to apply the payment or vendor credit manually when the integration of data is not flown properly from other applications.

Cons

The “invoice date”, “GL Posting date” and “Payment date” is freeze, once the transaction is closed with the "Paid" Status which is virtuous with the aspect of to have a control but sometimes it will impact the financial review on the adverse sideways as well. The edit option given to the top-level users would help a lot to get them fixed whenever it is required.
The Dashboard features are not available for the basic plan which would help to get more benefits if included for all plans.
The audit log is not having the complete information sometimes which is very difficult to have a track if the user has left the organization.

Likelihood to Recommend

The Sage Intacct application is appropriate for all Mid and small Business organizations

to handle the accounting framework which is helpful for the Business to make

the important decision on a timely base which will help them to shape their firm

or organization in a healthier way in the competitive market.

Verified User

Executive in Finance and Accounting (1001-5000 employees)

Vetted Review

1 year of experience

Sage Intacct - An accounting sage

Rating: 10 out of 10

Incentivized

October 5, 2023

Use Cases and Deployment Scope

I work majorly on end to end accounting. Major Business problem that we face while preparing accounts is that information is scattered and not easily understandable. Further when dealing with multiple dimensions of reporting sometimes reports doesn't capture all the or crucial reporting dimensions.

Sage Intacct addresses these problems efficiently as mentioned below:-

it provides me with overall reporting modules. Customised reports like GL Tabular and P&L Portal Tabular helps us to get us to do more detailed and efficient reporting and review which provide better understanding of financials and let us look into more peculiar way. With those reports we can customize the financial as per our requirement. Further consolidation module is very user friendly. Multiple entities reports can be seen at in one format helps us to understand entity level and consolidation level reporting better. Trend reports are comprehensive and helps us to better compare results of multiple periods in a better way. It greatly helps us in trend analysis. Employee information is also very easily available.

Pros

Custom Reporting : Captures multiple dimensions and minute details
Consolidated and comparative financial
AP and AR module contain all customer and vendor details, payment or receipt details
Easy synchronization with other software like bill.com, blackline, nexonia and expensify
Automation of employee expense reports and there accounting posting
Cloud based system helps easy accessibility

Cons

When downloading GL Tabular for entities, sometimes reports gets crashed.
Its difficult to open multiple tab of same entity or different client.
When we export file some reports gets downloaded in MS-97 format.
Graphical reports are missing
Homepage is very basic and doesn't provide eagle view of the reports and modules

Likelihood to Recommend

Well Suited scenarios :-

Customised reports like GL Tabular and P&L Portal Tabular helps us to get us to do more detailed and efficient reporting

In depth financial review

Excellent understanding of financials and detailed orientation

Consolidation module is very user friendly.

Multiple currency reporting reports understandable

Entity level and consolidation level reporting better.

Trend reports availability helps in better comparison of results.

Employee and vendor database if simplified

Automated entry posting for forex and cash applications

Integration with other systems

Less Suited

Dashboard like feature,

Access to multiple entities at single time

Vinit Gupta

Senior Accounting Specialist in Finance and Accounting at Consero Global (1001-5000 employees)

Vetted Review

3 years of experience

A Versatile and User-Friendly Solution for Accounting: Sage Intacct Review

Rating: 10 out of 10

Incentivized

October 4, 2023

Use Cases and Deployment Scope

A Versatile and User-Friendly Solution for Accounting: Sage Intacct ReviewI've been using Sage Intacct for accounting and auditing purposes in our company, and it has truly proven to be a game-changer in delivering end-to-end financials to our clients. Here's why I believe Sage Intacct deserves a glowing review:

Versatility and User-Friendly Application: One of the standout features of Sage Intacct is its versatility. It seamlessly adapts to our diverse accounting needs, making it suitable for a wide range of financial tasks. Whether we're managing payroll, tracking expenses, or handling complex financial transactions, Sage Intacct consistently delivers. Its user-friendly interface is a breath of fresh air. It's easy to navigate and feels intuitive from the moment you start using it. This simplicity has significantly reduced the learning curve for our team, resulting in increased efficiency.

Clear and Understandable Presentation: Sage Intacct's presentation and view are nothing short of impressive. The clarity of information and the way it's presented make complex financial data easily understandable. This is a massive advantage when dealing with clients who may not have an in-depth understanding of accounting jargon. The straightforward presentation allows us to communicate financial insights more effectively, fostering better client relationships.

Custom Reports and Consolidation: When it comes to custom reports and consolidation, Sage Intacct truly shines. It surpasses other accounting packages I've worked with. The level of customization it offers for financial reports is remarkable. We can tailor reports to suit our specific needs, ensuring that we provide clients with precisely the information they require. Additionally, the consolidation process is seamless, making it effortless to compile financial data from various sources into a coherent and accurate whole.In conclusion, Sage Intacct has become an indispensable tool for our accounting and auditing endeavors. Its versatility, user-friendliness, clear presentation, and exceptional custom reporting and consolidation capabilities have significantly improved our workflow and the quality of our service to clients. If you're in search of an accounting solution that ticks all the boxes, Sage Intacct is undoubtedly worth considering. It has certainly made our financial management tasks more efficient and effective.

Pros

Custom Reports
Consolidation
Auto Sync from other applications

Cons

Particularly in GJ module, under show details it will be helpful if we include Service provider field, GL field to it.

Likelihood to Recommend

Versatility and User-Friendly Application

Clear and Understandable

Custom Reports and Consolidation

Prudhvi Raj Salenke

Senior Account Executive in Finance and Accounting at Consero (501-1000 employees)

Vetted Review

4 years of experience

I would Recommend Sage Intacct to anyone looking for the industry best

Rating: 10 out of 10

Incentivized

October 4, 2023

Use Cases and Deployment Scope

We use Sage Intacct as our accounting software as it is very intuitive and user-friendly. We especially like the customization of account departments and classes. The reporting customization is a big feature for us as well.

Pros

Customization
Reporting
Bank Recs

Cons

Automatic Bank feeds
Customization of home page
Importing

Likelihood to Recommend

I would recommend Sage Intacct to any company looking for accounting software, as it will fit all your needs.

Verified User

Employee in Finance and Accounting (51-200 employees)

Vetted Review

3 years of experience

Accounting Made Easy

Rating: 10 out of 10

Incentivized

October 4, 2023

Use Cases and Deployment Scope

Sage Intacct really streamlines the entire accounting experience, with most of the complexity being behind the scenes. It removes almost all possibility for error by having most of the complexity hidden in the form of vendors and accounts. This also drastically reduces the work load for those using it, since most of the information auto fills. It also makes all of your financial information centralized and easily accessible.

Pros

Centralized Data
Simplicity
Customization

Cons

Search feature is not very good
Sage University helps but a lot of the videos are repetitive and overlap in information
A better online help forum would be nice

Likelihood to Recommend

Sage seems more well suited for a larger scale multi entity corporation and less suited for a smaller business. It helps to simplify a lot of things that would be hard to manage with multiple entities. Overall, I think it is great software, just not for a single entity business.

Verified User

Administrative Assistant in Finance and Accounting (201-500 employees)

Vetted Review

1 year of experience

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Reviews and Ratings

Sage Intacct - An accounting sage

Rating: 10 out of 10

Incentivized

October 5, 2023

Use Cases and Deployment Scope

Sage Intacct addresses these problems efficiently as mentioned below:-

Pros

Custom Reporting : Captures multiple dimensions and minute details
Consolidated and comparative financial
AP and AR module contain all customer and vendor details, payment or receipt details
Easy synchronization with other software like bill.com, blackline, nexonia and expensify
Automation of employee expense reports and there accounting posting
Cloud based system helps easy accessibility

Cons

When downloading GL Tabular for entities, sometimes reports gets crashed.
Its difficult to open multiple tab of same entity or different client.
When we export file some reports gets downloaded in MS-97 format.
Graphical reports are missing
Homepage is very basic and doesn't provide eagle view of the reports and modules

Likelihood to Recommend

Well Suited scenarios :-

Customised reports like GL Tabular and P&L Portal Tabular helps us to get us to do more detailed and efficient reporting

In depth financial review

Excellent understanding of financials and detailed orientation

Consolidation module is very user friendly.

Multiple currency reporting reports understandable

Entity level and consolidation level reporting better.

Trend reports availability helps in better comparison of results.

Employee and vendor database if simplified

Automated entry posting for forex and cash applications

Integration with other systems

Less Suited

Dashboard like feature,

Access to multiple entities at single time

Vinit Gupta

Senior Accounting Specialist in Finance and Accounting at Consero Global (1001-5000 employees)

Vetted Review

3 years of experience