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
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
How Sage Intacct Differs From Its Competitors
Sage Intacct Extensibility
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 Automation
Sage Intacct Extensibility
Sage Intacct Extensibility
Sage Intacct Automation
Sage Intacct Automation
Sage Intacct Automation
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Automation
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 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 (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.
- 8.4Multi-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
- 6Support Rating127 ratings
- 2.2Online 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 Implementation693 ratings
Reviews
(301-325 of 1338)An incredible and outstanding platform for accounting.
- Sage Intacct is very user-friendly and intuitive when correcting something.
- Ability to place your recurring custom templates in your favorite section for ease of access since reporting is highly customizable.
- Ability to track accounts payable.
- Asset management.
- Sometimes the system is slow.
- Printed documents templates can be cumbersome to create.
Sage Intacct Accounting ERP Review
- Journal Entries
- Reporting
- General Ledger details
- Depreciation module is cumbersome
- If bill.com and Sage and sync bilaterally on certain features for example if an EFT payment was made and recorded in Sage it will not sync to Bill.com
- If bank reconciliations can be fed in an easier way
Sage Intacct is a must for multi currency, multi country
- Reporting based on many dimensions.
- Handling of multi currency.
- Ability to access a cloud based system from anywhere.
- Setting up of reporting can be an issue.
- Tracking entries that did not use proper dimensions.
- Reports when exported to excel do not include the formulas.
The magical smooth sage intacct
I do not have a good answer for this question
- system is user friendly
- support is great if you are doing online.
- Community help is also available.
- in AP they could show where the checks are cashed so you dont have to go look for it
- spelling issues in VENDORS be able to change a name if necessary
- Vendors - if one is inactive, and now is going active would like the system to at least acknowledge that is a duplicate if you are trying to add a new vendor.
- AP-Be able to warn about duplicate payments or possibly a duplicate payment
Meets Basic Accounting Needs
- Easy to use
- All inclusive
- Makes invoicing simple
- System slowness
- Customer support response time
- Printed doc templates can be frustrating to create
Good for accounting for multiple-entity organizations!
- Pricing - fair pricing relative to competitors.
- Good uptime - no slowdowns, no downtime to note. I have used this program for several years. Outages are not a thing.
- Not buggy - Intacct doesnt allow you to upload buggy data. It spits out error messages that tell you exactly what to fix.
- Customizable - Reporting is customizable and you can place your recurring custom templates in your favorites section for ease of access.
- Good Help - the help button at the top right of each webpage goes to the overview of how the system works. It has answered all my questions which is handy when you want to get work done fast and an answer fast.
- Untagged entries could be more easily seen in the reports.
- Allocations split the debits up by the allocated amount would be nice to run GL unallocated so we can get unbroken out debits.
Sage is Meh at best.
- Online access.
- Bank feeds.
- Support - doesn't actually resolve anything beyond simple issues.
Sage Intacct give it a try.
- Accounts Payable Tracking
- General Ledger Detail
- Very user friendly when correcting something
- Report Writing
Sage Intact in the Aviation World
- Dimensions
- Budgeting
- Reporting
- Asset management
- Sage Intacct's technology infrastructure is secure to process and exchange data seamlessly.
- Accounting modules are intuitive and reduce dependency on manual billing and money orders.
- Price can be a problem if there is no planning and a list of problems to solve.
Tool that automates accounting operations
- The robust payroll management
- Simple control of settings
- Importing data is complex
- It is a tool that does not have a simple learning curve
- Multi-Entity Reporting
- Dashboards
- Custom Reporting
- Reclassification of certain transactions not possible
- Audit trail functionality with integrations shows blank
- Refunding customers is not intuitive or an easy process
Sage Intacct definitely keeps your books intact!
- Dimensions are the building blocks for custom reports
- Drilling into details is as easy as clicking on anything that's a link
- Permissions are fairly customizable by user or role, allowing for controls and segregation of duties
- The Fixed Asset and Prepaids modules could be updated to match the usability of the rest of the product.
- The Charge Payoff screen should have a "match transactions" feature like the bank/credit card reconciliations do.
- Very large transactions (AP bills and JEs with over 500 lines) take a very long time to load and sometimes crash in a Chrome browser. If you need to edit one mistake, it's almost easier to reverse the entry and re-upload via csv.
Sage Intacct definitely keeps our numbers intact!
- Tracking capabilites.
- Allowing attachments with entries.
- Ability to pay bills directly from Sage Intacct.
- They are always adding or improving features.
- I would like to see the automated invoice entry eventually.
- I think that getting the settings correct to print on 1099s can be difficult.
- I would like to see the ability to for attachments to save with their name instead of Sage Intacct generated numbers.
- I would like to be notified of possible duplicate entries for vendors based on name, address, FEIN, etc.
- User-friendly, easy to navigate
- Importing data
- Report pulls
- Customer support team time
- Too many system updates every Friday evening
- Glitches in data at times
My Opinion
- Invoicing
- Dimenisions and Account Groups
- Reporting!!!!
- Payroll
- Accounts payable reporting
Great reports and dashboard!
- Dashboards
- Financial reports
- Custom reporting
- Payroll
- Payables
- Receivables
Sage Intacct Accounts Receivable review
- Reporting
- Accounting
- Accounts payable
- Better/more ability to use keystrokes for data entry
- Templates for journal entry in AR
- Shortcut keys
Sage Intacct Review.
- Accounts Payable.
- General Ledger.
- Export/Import Feature.
- Reporting
- Dashboards
- Release of Restricted Funds.
A Great Financial Tool
- It is great on financial reporting.
- Great in bank reconciliation.
- I just don't like the fact that it has alot of add ons
It has automated the whole process of finance and accounting process which makes it easy for audit.
Good time saver and good support
- Bill payment
- Project management
- Financial reporting
- Receivable history could be easier to navigate
- Printed doc templates could be simpler to create
Great software, best I have used in my 20 plus years as a CFO
- Document storage
- Audit documentation
- Budget tracking
- Fixed assets
- Fixed assets
- and Fixed assets
Sage Intacct Review
- Bank Feed: making it easy to do bank reconciliation
- Customize Dash Board: creating customize reports for specific viewers
- Smart rules: a little changeling for someone who has no coding knowledge to do
- Provisional post: Sage 300 has a functionality where it allows us to see what the ending trial balance looks like if we provisional post a journal entry/entries
- Smart rules: an easier guidelines would be help full
New Intacct User Happy With Intacct, Unhappy With Sage “Partner”
- Report building
- Budgeting
- Integration with other systems
- The integration between Intacct and SIP leaves much to be desired. We should not have to recreate the dimensions and rollups (departments, categories, etc.) we set up in Intacct again in SIP.
- We upgraded to Intacct from Sage 100C. There was absolutely zero integration between the two Sage tools. The conversion was as difficult as if we had converted to a third party ERP because there were not conversion tools to aid in upgrade from 100C to Intacct as there are in other ERP ecosystems.
- Consultant “partners” are terrible. Our chosen partner delayed our conversion about a year, and we only executed the conversion after our IT department largely took the conversion over from them. At Transform I talked to other recently converted companies who had similar experiences. Sage should do a better job at certifying who they allow to represent them to their end users.
Awesome Product
- Accounts payable.
- Financial reporting.
- Dashboards.
- Implementing fixed assets into Sage.