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.
Sage Intacct User Review
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
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The …
Exciting start to a new product!
Sage Intacct is a solid system for growing restaurant concepts
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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
How Sage Intacct Differs From Its Competitors
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 Extensibility
We use the order entry module for our deferred revenue
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 Impact
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Automation
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Extensibility
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Automation
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Automation
Sage Intacct Automation
These integrations have allows us to not need a “one size fits all” solution, …
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Automation
Sage Intacct Extensibility
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 (1185)8.484%
- Cash management (1101)8.383%
- Standard reports (1136)8.282%
- Custom reports (1121)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.
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Xero is an online accounting software product for small businesses and personal finance. Its features beyond general ledger and double-bookkeeping include quotable invoicing, bank reconciliation, purchase order and expense management, and tax management. Third party apps can extend its features…
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(307) 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(660) 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(529) 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(889) 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(1053) 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(1044) Ratings
Users can create, customize and share dashboards, which provide an overview of the most important metrics.
- 8.2Standard reports(1136) Ratings
The software offers pre-built reports with metrics standard to the category.
- 8Custom reports(1121) 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(1185) 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(1038) 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(1101) Ratings
The software provides a complete picture of a company’s cash flows, streamlines payment processing, and includes cash forecasting.
- 8.3Bank reconciliation(1093) 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(783) 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(440) Ratings
The software can track billable and non-billable employee time by project.
- 7.7Fixed asset management(564) 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.
- 8.5Multi-currency support(429) Ratings
The software supports transactions across multiple currencies.
- 8.5Multi-division support(702) Ratings
The software is flexible and supports bookkeeping practices along multiple dimensions such as locations, branches or products.
- 8.4Regulations compliance(418) Ratings
The software helps users adhere to typical accounting standards and regulations such as IFRS, GASB, or GAAP.
- 8.1Electronic tax filing(304) Ratings
The software provides a full electronic interface for the filing of repeatable taxes, such as payroll or sales tax.
- 7.9Self-service portal(513) 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(302) Ratings
Account using multiple ledgers, multiple currencies, and multiple entities
- 8.4Intercompany Accounting(731) Ratings
Automatically balance and reconcile GL for intercompany transactions
- 8.7Journals and Reconciliations(1004) Ratings
Automate and synchronize ledgers and processes
- 8.3Enterprise Accounting(426) Ratings
Create accounting for disconnected ERP and non-accounting source systems
- 8.5Configurable Accounting(572) Ratings
Configure accounting rules and segments for each chart of accounts
- 8.4Centralized Rules Framework(410) Ratings
Integrate disparate ERP and transactional systems into single ERP instance
- 8.4Standardized Processes(673) 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(306) 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.
- 8.3Location management(376) 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(382) Ratings
Users can set up complex and unique pricing requirements.
- 8.3Order entry(541) Ratings
Users can enter an order once, and the data flows to all the necessary units such as fulfillment and billing.
- 8Credit card processing(383) 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(310) 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
(2493)Attribute Ratings
- 9.4Likelihood to Renew80 ratings
- 7.6Availability13 ratings
- 7.5Performance14 ratings
- 6.5Usability138 ratings
- 5.9Support Rating127 ratings
- 2.2Online Training13 ratings
- 8.3In-Person Training6 ratings
- 6.5Implementation Rating20 ratings
- 7Configurability12 ratings
- 7.7Product Scalability11 ratings
- 7.3Ease of integration308 ratings
- 8.4Vendor pre-sale10 ratings
- 7.5Vendor post-sale10 ratings
- 7.8CPA Rating26 ratings
- 7.8Sage Intacct Implementation693 ratings
Reviews
(226-250 of 1338)A Great Accounting tool
I've used many accounting software and Sage Intacct addresses so many needs that there are too many to list here. I love this program.
- Reporting Features from Module level
- Ease of pulling reports into a workable excel format for pivot tables
- The ability to change views in modules and pull excel data from the different views
- The Credit Card Charge-off screen should have a draft state to save progress
- Some of the module reports should have the "none" feature in the grouping to better pull to excel for pivot tables so less steps are needed to make it easier to use
- Pulling items into excel should all be to the same format. Some items pull down to excel templates, while others pull to specific versions that are not compatible to the current version on my computer so I can't drag and drop one sheet into the other file due to incompatibility.
- The area to void certain items is very specific, although I can see a bill on my bill analysis report and pull it up, I can't void the bill from the screen that pulls up even though the screen is identical to the screen I pull up from bills screen
- On the check registers, it would be nice if matched but unreconciled items should denote on the report. Other programs will have a similar "in transit" for unmatched items and "matched" for matched but unreconciled items. This would greatly help in our reporting features. Right now it only shows "in transit" for unreconciled items without any noting if the item has been matched in the reconciliation function.
User-friendly for new Associates
- The ability to edit most things without having to make journal entries or reversals.
- Sync with bill.com has never given me any issues.
- I would appreciate the ability to edit any type of entry before making a final submission.
review
- duplicate feature
- correcting errors in entries
- reporting filters
- bill us for everything extra, feel nickel and dimed for our small non profit
- set up was extremely complicated
- lots of features they just say no we can't that
- can correct some things in an entry but not others, example we created a class code that can't be adjusted after the fact for restricted and not restricted deposits
The Pros and Cons of Intacct from an Accountant
- The menu is organized in a way that is effective for the different functions of accounting. The applications are broken out by function such as Accounts Payable, Cash Management, Order Entry, Accounts Receivable, etc.
- The reporting functions for each application are very useful. There is also the ability to create custom reports to fit a specific need, which has also been helpful.
- Sage Intacct releases new features multiple times throughout the year to create better functionality for customers. It is nice that they are invested in keeping the software up to date and easy to use.
- The Fixed Asset module is out of date. While some of the other applications do feed into it, the credit card transaction upload that we perform does not feed over to the account and requires a manual asset creation if necessary.
- Some programs do not feed over to Sage Intacct. For instance, we have had two payroll providers where the general ledger from payroll does not upload the Sage Intacct and is therefore a manual entry. We do not mind since we often have one off situations where we have to adjust accounts, but for some this may create more work. In addition, we do not have our bank transactions feed over either. This requires an upgraded charge to Intacct and we did not see it fit for our company at the time. Again, not something we mind, but might be a pain point for others.
Review of Sage Intacct for Accounting System
- Fixed Assets
- Inventory
- Financial Reporting
- Journal entry details
- Intercompany entries
Some Sage Advice is to get Sage Intacct
- Has separate transaction type for credit card reconciliations and check requests for accounting to manage more efficiently.
- Has a vast attachment database to store invoices and receipts
- Expense requests are user friendly and easy to input.
- They should include amounts in the transaction histories. When we submit expenses for the same vendor and need to reference back to it, we have to open each one looking for it as the amount doesn't show on the main transaction history list.
- The initial submittee should get an email the invoice request has been completed. We only get one when its approved but not when the request has been fully executed by accounting.
- Attachment title and description are essentially the same thing, having to put them both to save an attachment is redundant.
Happy with the Product.
- Tracks my daily usage and aging- provides detailed reports.
- Ensures smooth transitioning between AR and AP.
- Being able to exclude all Credits when creating aging.
Helps keep our orgs financials in tact.
- Pulls consolidated financial reports from various imports.
- Maintains foreign and domestic currency cash balances.
- Provides customizable dashboards for preferred information for different people in different roles.
- The interface could be more visually pleasing.
- I wish the entire budgets were delectable.
- Is there a place where you can search for what you are looking to do? There are so many tabs I often don't know where to find something.
- The dual factor authentication to login is fantastic.
- The simplicity of entering information to generate a purchase order.
- Also, the ability to create different "views" from a dashboard is extremely helpful. Especially when tasks change and the information one is looking for changes. Update your dashboard with a new "view" and the information is easier to extract.
- Potentially an easier way to update company addresses. It's not too difficult but it is a bit hidden.
- Alternative ways to login securely (it's great now although these security features always change).
- An update to the UI could always help attract more users.
Sage Intacct- a Solid Choice
- Project tracking and reporting
- Detailed timesheet for billable and nonbillable time
- Hierarchal approval on a project and organizational basis
- More intuitive expense reporting
- The ability to add a receipt on the expense line vs overall report
- Mobile app capabilities
- Deletes important accounting data
- Re-issues POs to all of our vendors unprompted
- Motivates people to use a different accounting software
- Stop allowing users to delete important accounting data
- Do not re issue every single PO ever created without prompting/approval
- Make a product that people actually want to use, rather than strongly disliking in favor of literally any alternative
- Editing transaction.
- Intergration fo easy GL Tranfers.
- Easy to learn.
- N/A.
- Dont really have any complaints.
Too cumbersome and glitchy to justify the price.
- Automated report generation.
- User interface.
- Create the ability to edit build kits in inventory transactions. Disassembling and starting completely over from scratch is a total waste of time when a simple change is needed.
- Create the ability to edit an item ID - once it is done it is done.
Sage Intacct is powerful!
- Integration with two other software systems.
- Trust the data.
- Excellent support from Sage Intacct's partner.
- Reporting on nonprofit designated funds.
- Reports in general.
Not for CROs.
- Automated billable expenses - the ability to automate the process of re-billing a customer for such expenses (i.e., travel expenses).
- The ability to automate time and material billings.
- Being able to extract financial data in usable CSV formats for deeper analysis.
- Reporting is incredibly bulky and inefficient. Custom reports are very hard to produce without a very in-depth knowledge of many variables. There’s also an Inability to run reports at the transactional currency level.
- The modules don’t all “talk” to each other, which again makes reporting or analysis difficult. Hybrid billing methods (for example, milestones + t&m) are not really supported, as the contracts module doesn’t “speak” to the projects module, and you cannot include t&m billings in a contract in order to track all billings in the same report.
- The entire system itself is not very user-friendly or intuitive. Each aspect has a fairly large learning curve.
- Reporting menus across modules
- Instant global consolidation
- Flexibility in designing transactions
- Relatively simple user addition and editing
- Correcting transactions and reposting across previous months for up-to-date ledgers
- Extremely confusing layout/linking of report design fields to match activity screens and data; much trial & error is required
- Inability to easily make setup edits with so many fields locked after creation
- Inability to delete unnecessary or ill-designed reports after the users leave
Sage - The Step Up We Needed!
- Reporting
- General Ledger
- Ease of navigation
- Scalability
- Automatic fixed asset depreciation posting
- The ability to select a reporting period in the process of running a report, instead of having to hard code a specific reporting period
- Bank Recons
- Journal Entries
- Financial Reporting
- Fixed Assets
- Fixed Asset Reporting
- Standard Report filters
- Standard Report options
Still hoping it's a 10/10
- Easy to navigate dashboard
- Links to training videos do not work.
Intacction
- Manage contracts
- Allocating costs
- Customer statements
- Dashboard, our dashboard has been showing wrong numbers for quite some time now and still has not been fixed. A case is opened.
It is not good at showing a trail of a problem that might come up.
Great for on demand reports and transparency
- Allow for instant reporting
- Dashboards to quickly get the information that matters
- Ability to drill down into the numbers to a transaction level
- Allowing to use numbers in financial reporting calculations. For example, being able to subtract 1 from a calculation of one column divided by another to get a +/- % of growth.
- Allow for spreadsheet type reporting to more easily develop formula based reports.
Efficient and easy to use
- Cash Application
- Aging Reporting - more reporting customization
- Dunning Notices/Collections Module - Better dashboard
- Comprehensive Financial Management
- Advanced Reporting and Analytics
- Scalability and Flexibility
- Competitors offer more flexible pricing models and sage tends to be pricey, especially when needing useful customer support.
- API features, and documentation definitely have room for improvement.
- Sage is designed for the North American market, and its often difficult to accommodate specific business rules in the platform.
Happy with Sage Intacct
- Information Reporting
- Accounts Payable/Billing
- Bank Reconciliations
- Custom Reporting
- Blending between modules (mainly reporting)
- drill down capabilities
- Reporting
- ease of use
- construction business support primarily the ability to maintain house plan take offs