Overview
What is Sage Intacct?
Sage Intacct is a cloud ERP system targeted at high-growth small and medium-sized businesses. Intacct includes applications for core financials and accounting, purchasing, order management, and financial reporting and business intelligence. It also integrates with 3rd party software like Salesforce.
Time-saver!
Sage Intacct - When you need to grow
Sage Intacct Review
Sage Intacct Exceeds Finance and Accounting Needs
A system for Small to medium businesses
Sage Review
The …
Exciting start to a new product!
Sage Intacct is a solid system for growing restaurant concepts
Sage Review
Relatively New Sage User, Completing Implementation Phase
Easy to use, effective
Quicker load time = more efficiency thanks to Sage Intacct
Sage Intacct Account User Review
Just switched to Sage, here is what I love and don't..
How Sage Intacct Differs From Its Competitors
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Automation
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Automation
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Automation
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Automation
Sage Intacct Automation
Sage Intacct Automation
Sage Intacct Automation
Sage Intacct Automation
Sage Intacct Automation
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Automation
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Automation
Sage Intacct Extensibility
Awards
Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards
Popular Features
- Accounts payable (1184)8.484%
- Cash management (1100)8.383%
- Standard reports (1135)8.282%
- Custom reports (1120)8.080%
Reviewer Pros & Cons
Video Reviews
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Pricing
What is Sage Intacct?
Sage Intacct is a cloud ERP system targeted at high-growth small and medium-sized businesses. Intacct includes applications for core financials and accounting, purchasing, order management, and financial reporting and business intelligence. It also integrates with 3rd party software like Salesforce.
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- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Demos
Revenue Recognition Demo
Sage Intacct Core Financials
Sage Intacct for Growing Businesses
Features
Payroll Management
Provides for pay calculation and benefit plan administration, in addition to managing direct deposit, salary revisions and payroll tracking.
- 7Pay calculation(5) Ratings
Pay calculation provides for computation of employee pay with state and federal deductions.
- 6.4Benefit plan administration(5) Ratings
Benefit plan administration is administration of health insurance plans and 401k plans, and other benefits.
- 7.1Direct deposit files(4) Ratings
Direct deposit is the ability to electronically transfer pay to an employee’s personal bank account.
- 6.9Salary revision and increment management(4) Ratings
Salary revision is the ability to modify individual employee pay.
- 8.1Reimbursement management(306) Ratings
Reimbursement management provides cash reimbursement for employee expenses related to business travel or other.
Customization
This addresses a company’s ability to configure the software to fit its specific use case and workflow.
- 8.1API for custom integration(659) Ratings
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
- 7.8Plug-ins(528) Ratings
A number of third-party plug-ins are available to expand the core functionality of the software.
Security
This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.
- 8.8Single sign-on capability(888) Ratings
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
- 8.6Role-based user permissions(1052) Ratings
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Reporting & Analytics
Users can report on and analyze usage, performance, ROI, and/or other metrics of success.
- 8.1Dashboards(1043) Ratings
Users can create, customize and share dashboards, which provide an overview of the most important metrics.
- 8.2Standard reports(1135) Ratings
The software offers pre-built reports with metrics standard to the category.
- 8Custom reports(1120) Ratings
Users can create custom reports.
General Ledger and Configurable Accounting
Financial management solution, including capabilities for general ledger and configurable accounting
- 8.4Accounts payable(1184) Ratings
This includes the automation and tracking of payment to vendors and suppliers, with features such as payment scheduling, check printing, open purchase order alerts, document management, direct ACH bill payment, and vendor records.
- 8.2Accounts receivable(1037) Ratings
This includes the management and automation of invoices and collections, with features like statements, invoices, receipts, payment reminders, customer records, auto billing, and refund checks.
- 8.3Cash management(1100) Ratings
The software provides a complete picture of a company’s cash flows, streamlines payment processing, and includes cash forecasting.
- 8.3Bank reconciliation(1092) Ratings
The software connects to a company’s financial institutions in order to reconcile accounting records with checking, savings and credit card accounts. Often month and year closing capabilities are included.
- 8.1Expense management(782) Ratings
The software can log and track business expenses and reimbursements, including travel-related expenses, with the ability to tie them to particular projects.
- 7.9Time tracking(439) Ratings
The software can track billable and non-billable employee time by project.
- 7.7Fixed asset management(563) Ratings
This includes the ability to track fixed assets (e.g., laptops), including location, check-in and check-out, maintenance scheduling, audit history, specialized property tax period reports, cost and depreciation.
- 8.4Multi-currency support(428) Ratings
The software supports transactions across multiple currencies.
- 8.5Multi-division support(701) Ratings
The software is flexible and supports bookkeeping practices along multiple dimensions such as locations, branches or products.
- 8.4Regulations compliance(417) Ratings
The software helps users adhere to typical accounting standards and regulations such as IFRS, GASB, or GAAP.
- 8.1Electronic tax filing(303) Ratings
The software provides a full electronic interface for the filing of repeatable taxes, such as payroll or sales tax.
- 7.9Self-service portal(512) Ratings
The software provides online portals for certain stakeholders to find information relevant to them, such as employees, vendors and customers.
- 8.2Global Financial Support(301) Ratings
Account using multiple ledgers, multiple currencies, and multiple entities
- 8.4Intercompany Accounting(730) Ratings
Automatically balance and reconcile GL for intercompany transactions
- 8.7Journals and Reconciliations(1003) Ratings
Automate and synchronize ledgers and processes
- 8.3Enterprise Accounting(425) Ratings
Create accounting for disconnected ERP and non-accounting source systems
- 8.5Configurable Accounting(571) Ratings
Configure accounting rules and segments for each chart of accounts
- 8.4Centralized Rules Framework(409) Ratings
Integrate disparate ERP and transactional systems into single ERP instance
- 8.4Standardized Processes(672) Ratings
Centralize financial management to facilitate standardized financial processes
Inventory Management
The ability to track and manage the flow of goods or materials into and out of an inventory.
- 7.6Inventory tracking(305) Ratings
The software syncs orders and stock to maintain a real-time picture of inventory and supports multiple methods such as LIFO and FIFO.
- 5.5Automatic reordering(8) Ratings
The software can be set up to automatically reorder a good when it falls below a certain threshold.
- 8.2Location management(375) Ratings
The software can track multiple goods across multiple locations.
- 5.2Manufacturing module(5) Ratings
The software helps track and manage raw materials, work-in-progress items, and finished goods.
Order Management
The ability to process orders, and track them from quote to cash.
- 8Pricing(381) Ratings
Users can set up complex and unique pricing requirements.
- 8.3Order entry(540) Ratings
Users can enter an order once, and the data flows to all the necessary units such as fulfillment and billing.
- 8Credit card processing(382) Ratings
The software facilitates credit card processing.
- 6.3Cost of goods sold(14) Ratings
The software calculates the direct costs attributable to a finished product, such as materials and labor, and includes roll-up pricing.
- 8.3End-to-end order visibility(309) Ratings
Get updates on orders, inventory, shipments, planned supply, and invoices, and improve the quality of decisions through in-context analytics
Product Details
- About
- Integrations
- Competitors
- Tech Details
- Downloadables
- FAQs
What is Sage Intacct?
With an open API structure, Sage Intacct’s accounting solution also provides integration with any CRM, payroll, POS, or ERP system such as Salesforce, and ADP.
Sage Intacct aims to give organizations the visibility and agility to make the right data-driven decisions at the right time to steer their organizations and people to growth and recovery. When it is integrated with budgeting and planning and paired with HR and people software, Sage Intacct is designed to enable digital transformation through continuous accounting, continuous trust and continuous insight.
Sage Intacct Features
General Ledger and Configurable Accounting Features
- Supported: Accounts payable
- Supported: Accounts receivable
- Supported: Cash management
- Supported: Bank reconciliation
- Supported: Expense management
- Supported: Time tracking
- Supported: Fixed asset management
- Supported: Multi-currency support
- Supported: Multi-division support
- Supported: Regulations compliance
- Supported: Electronic tax filing
- Supported: Self-service portal
- Supported: Global Financial Support
- Supported: Intercompany Accounting
- Supported: Journals and Reconciliations
- Supported: Enterprise Accounting
- Supported: Configurable Accounting
- Supported: Centralized Rules Framework
- Supported: Standardized Processes
Inventory Management Features
- Supported: Inventory tracking
- Supported: Location management
Order Management Features
- Supported: Pricing
- Supported: Order entry
- Supported: Credit card processing
- Supported: End-to-end order visibility
Payroll Management Features
- Supported: Reimbursement management
Reporting & Analytics Features
- Supported: Dashboards
- Supported: Standard reports
- Supported: Custom reports
Customization Features
- Supported: API for custom integration
- Supported: Plug-ins
Security Features
- Supported: Role-based user permissions
- Supported: Single sign-on capability
- Supported: Multi-factor authentication
- Supported: User-level audit trail
Additional Features
- Supported: Subscription billing
- Supported: Revenue recognition
- Supported: Collaboration/Social
- Supported: Multiple chart of accounts
- Supported: Multiple reporting books
- Supported: Multi-dimensional reporting
- Supported: Graphs/Charts/Performance cards
- Supported: Report visualizations (conditional highlighting, color grading, trendlines, etc.)
Sage Intacct Screenshots
Sage Intacct Videos
Sage Intacct Integrations
Sage Intacct Competitors
Sage Intacct Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Unspecified |
Mobile Application | No |
Supported Countries | United States of America, Canada, Australia, United Kingdom, South Africa |
Sage Intacct Downloadables
- A white paper describing how moving to a cloud-based financial accounting solution can help to adapt to support changing business needs, replace manual processes with automated workflows, and deliver "right-time" information to needed answers.
- For organization that have run up against barriers: inflexible processes, data accessibility issues, inadequate security, and primitive reporting. This white paper describes limitations in QuickBooks how a more robust solution can help.
- Most finance teams buy software to solve today's problems, but leading teams find solutions built for long-term success. This white paper from Sage Intacct & Kimble Apps includes tips to engage and qualify vendors during the evaluation process, and describes how to select a vendor that shares a long-term vision of success.
- A CFO today needs to be the leader who can modernize business systems and operations to improve productivity. This white paper describes how to automate manual processes to close the books faster, consolidate entities in minutes, and ultimately spend nights and weekends with family, not in the office.
- 58% of US companies manually reconcile accounts. Is financial complexity holding back growth? This white paper shows how the next generation of financial consolidation automates financial processes, enables faster growth & better insight, and provides access to consolidated information across the organization.
- Findings from Sage's 2022 Close the Books Survey translated into practical strategies and best practices that help achieve a faster and more accurate close.
Frequently Asked Questions
Comparisons
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Reviews and Ratings
(2494)Attribute Ratings
- 9.4Likelihood to Renew80 ratings
- 7.5Availability13 ratings
- 7.5Performance14 ratings
- 6.5Usability138 ratings
- 6Support Rating127 ratings
- 2.3Online Training13 ratings
- 8.3In-Person Training6 ratings
- 6.5Implementation Rating20 ratings
- 6.9Configurability12 ratings
- 7.8Product Scalability11 ratings
- 7.3Ease of integration308 ratings
- 8.4Vendor pre-sale10 ratings
- 7.5Vendor post-sale10 ratings
- 7.8CPA Rating26 ratings
- 7.8Sage Intacct Implementation692 ratings
Reviews
(101-125 of 1337)Effective for what your company needs are
- Being able to locate payments statuses and having record of original invoice is nice
- I think being able to make necessary payments based off payment type is pretty straight forward once you get the process down
- For us, the instructional videos go a long way and would recommend more of those
- In my experience, sometimes you have to reenter information as it doesn't save on initial entry
- Having a more customizable page for each entity you're working in would be helpful
- I would like to be able to consolidate or have a custom version that has your most used services all together
ERP - Sage Intacct
- Accounting
- Database
- Integration
- Time entry
- For creating dashboard
Good set of tools
- Approval pipeline
- distinct categories for donors and programs
- detailed but agile
- attachments are all or nothing when in draft form and require reuploading
- additional ways to tag other than comments
Good a standalone product, not sure if it plays well with others.
- Clean interface
- Minimalist interface
- Easy navigation
- issues between Sage Intacct and integration with Salesforce specially with billing
Sage Intacct Review
- I love the dimension balance report, it adds another layer to reconciling accounts.
- The account, location, department grouping ability make building custom reports much easier.
- Overall Sage Intacct is user friendly and easy to navigate, which makes training new staff easier.
- The running balance on the general ledger could just be a line item balance with a total balance at the bottom. The running balance creates confusion for a lot of people.
- Within the reports, you can't distinguish between revenue and expense variance items. For example if the calculation you run for variance is budget - actuals, that only works for expenses.
- Even though there are smart rules created they don't apply to automated modules such as accounts receivable. I've had employees enter in invoices without certain dimensions, and this excludes them from financial reporting. If there are smart rules set up that entries can not be posted without certain dimensions, that should apply to EVERYTHING.
Awesome, easy and affordable application!!!
- Easy navigation and report to check the outstanding payables
- Quick appraoch to manage vendor master data
- Reclass of financial transaction through Journal to make the financials accurate as per the Client requirement.
- Flexible Chart of accounts to make financials more insighful
- One vendor can be connected to multiple addresses when integrated with any workflows which helps to avoid any duplicate vendors.
- Limited audit trails on payments and bills processed to trace the information.
- Quick instructions on every page to understand how to use this page to user to make it more easy to use and adopt the Intacct.
Efficiency
- Consolidation
- Bank reconciliations
- Accounts Payabe process
- Revaluation of balances in foreign currency
- Sometimes preparing custom reports can be difficult
- Sometimes booking a journal entry or booking an invoice doesn't go through and have to enter it again
10/10 would recommend Sage Intacct
- Cash Management
- General Ledger Management
- Financial Reporting
- Simplified Budgeting
- Simplified report writing
- More resourceful forums for quick troubleshooting
Easy Chart of Accounts
- Having the different approval levels and assigning the task to the relevant manager. Eg: We are able to assign all bank related journal entries to the Manager, Treasury and Bank Reconciliations. All AP related are assigned to the Manager, Accounts Payable. We did not have this function in Sage 300 which we used earlier.
- We are able to drill down at the GL level which takes us to the invoice.
- We can attach all backup related to a journal entry in the system itself. This makes it easy for whoever is viewing or approving, without having to look elsewhere.
- Sage Intacct does not round accurately. It rounds anything less than 0.5 up and more than 0.5 down. The general form is usually other way round. Would like to see this being changed.
- The help feature is not easy to understand. Would prefer having short videos or easy to understand explanations on a particular feature.
- The Report Writer is not straightforward. It is based on account groups. If a new account is created which is not in that range in the group, it will not pick up on the report.
- If there is an error on the financial statement formula, there is no way to tell if the statement is accurate or not by just looking at it at the high-level. You have to reconcile each line to the TB to ensure the entire statement is accurate.
New user, love Sage so much
- Staff Reimbursements
- Purchasing
- Expenses
- Instructions on paying staff via ACH
Sage Intacct opens a new page in order entry
- moves quickly
- updates don't affect production
- clear and concise layout
- unable to edit some things
Sage Intacct Early Use and Review
- creation of bills by volume through upload
- Help on the page section
- the ability to customize functionalities according to user needs
- I find the creation of custom reports help page hard to follow - in the sense that actual finished report does not meet the expectation.
- The old format of receive payment screen which Sage Intacct intends to phase out is more useful to my end, I use the new one but I like the format of the old view better.
- In the creation of the Statement of Account I hope there are more options - like Show only those bills with open balance; Show only credit memos available or a combination of both. Right now there are only 4 available - see below
- Show all transactions
- Show all but reversed payments
- Show affiliates and others with no balance if activity occurred
- Show affiliates and others flagged as inactive if activity occurred
Sage Intacct a Tool for End to End accounting Solution
- Reclassification of entries through GJ to make the financials accurate as per the Client requirement
- Multiple reports can be extracted at Sub-ledger level to do the analysis.
- The GL Posting date and Payment date cannot be altered once the transaction is complete with the "Paid" Status which is good with respect to control but sometimes it will impact the financial review on the negative side as well. I think there should be an edit option given to the top level users at least to get them fixed.
User Friendly Reporting
- Pulls and compares data easily.
- Easy inputs for journal entry and attaching support.
- Creates a Statement of Cash Flows for you.
- It could expand some drill down capabilities.
Sage Intacct is an ERP game changer!
- Advanced revenue recognition through revenue recognition templates.
- Dimensional reporting.
- Dashboarding & KPI scorecards.
- The prepaids module is clunky and burdensome to work in.
- The fixed assets module is clunky and burdensome to work in.
- I would like to see the ability to create financial reports to be more dynamic and user friendly.
Great product
- Project tracking
- Reports
- Dimensions
- I don't fully understand all of the tools they have to offer.
- Some of the reporting can be complex
- Changing the user setting for one individual was challenging
Best for small businesses!
- Uploading JE
- Sync with other systems
- Good for companies with multiple entities
- Searching for a particular entry within a long compounded JE
- Auto logout is irritating
Review
- Multi-Dimensional General Ledger
- Automated Revenue Recognition
- Scalable Cloud Infrastructure
- Documentation and User Guides
- Data Export and Integration
- Issues with Data Syncing using Connectors
- Product specific P&L reporting
- Paying vendors through ACH or Checks
- Keeping track of AR with advanced reporting and payment application
- Allowing for duplication of Transaction line items
- More simplified UI
- Better mobile site
Nothing amazing, but not the worst
- The % wildcard functionality is helpful for when you only want to search for part of something (vendor name or invoice number, for example, if you don't know the full name or invoice number)
- Support has usually been good about getting back to me and being helpful in their resolution
- Adding vendors is pretty straight forward
- Applying credits to transactions when paying bills could be easier. You have to drill down into the credit amount in order to apply a certain credit memo to a certain invoice. Otherwise, Sage will decide which credit(s) to use for you and it may result in only part of a credit memo being used.
- Adjusting 1099 amounts could be easier. You can only select a starting amount for the year instead of entering the exact 1099 amount that you want.
- Needs a way to search credit card transactions (in the Credit Card Transactions section) and AP transactions that were paid by credit card in one search. Currently have to search in two places and the credit card transaction section uses "Payee" and the AP section uses "Vendor Name".
review from a users point of view
- clean UI
- easy access
- easy to learn
- adding more accounts
- the dates range tool could be fixed - use the last modified dates
- dark mode
Sage Intacct for the Win!
- AP Management
- Top Level Environment
- AR Management
- Having multiple log ons between the different sage environments is hard to navigate (University vs Intacct)
Sage Intacct Review.
- Permissions
- Approvals
- Dimensions
- Cash Management
Best Accounting Software
- Dashboard Reporting
- Revenue Allocation
- Highly Customizable as per business needs
- Its not compatible with all the Tax softwares
- Not all the products are used. High Pricing is a challenge.
- Service is good but can be improved
Wow Sage Intacct
- Simplistic
- User Friendly
- Plenty of reporting
- Good collections module
- Adaptive financial reporting
- Pricing - too expensive