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 Automation
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 AR and AP automation facilitate ease of invoicing and fast payments processing.
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 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
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 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
(2495)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
(451-475 of 1338)Good Product
- It is easy to see all detailed transactions.
- Cloud based software. It is easy to access from anywhere.
- Flexible reporting writing tools are available.
- Construction AIA billings can be created in Intacct.
- WIP schedule can be generated in Intacct.
Sage Rocks
- Ease of use.
- Helpful support screens.
- Customization.
- Importing templates is challenging.
- Resolving issues with templates for AR.
- Difficulty with having all modules we pay for without consulting partner.
Fun
- Concise.
- Easy to use.
- User friendly.
- Custom reporting.
- The error message should be clear.
Great system at reasonable cost
- Journal entries.
- A/P processing.
- Financial reporting.
- Processing pre-payments.
- Data import functionality.
- A/R processing.
Bi-Dimensional Reporting Win
- Bi-dimensional reporting.
- Customer support.
- Integration with other platforms.
- Price point.
- Customer service on daily issues.
- JE entry functionality.
Platform for managing accounts that is excellent and current
- Because the platform is cloud-based, all users find it to be more enticing.
- Easy to customize.
- Sage Intacct is really quick and simple to set up. This makes the beginning of a working process straightforward.
- There isn't anything about Sage Intacct's outstanding features and functions that I dislike. This tool operates at a very high level of performance.
- Offers customized dashboards and reports thus ease to create financial reports.
- Bank reconciliation.
- Revenue management.
- Ease to track,manage and control inventories.
- Cash flows transactions management.
- I like the great features and functionalities of Sage Intacct hence there is nothing that I can pinpoint as a demerit. The performance of this tool is also excellent.
The move to Sage Intacct has proven to be the right move; beneficial and valuable.
- Intacct has a number of valuable resources including Intacct Collaborate, Intacct Community and the Intacct Learning Center.
- Your Company has the ability to purchase an option for a sandbox environment, which is a "test" environment using your live data. The sandbox can be updated 4 times a year without additional cost with your most current company file data.
- Intacct allows a user to create customized reporting. Within our own Company, the manner in which items on the Income Statement and Balance Sheets appear are not ordered in the same fashion as some of the financial reporting as provided by Intacct. However, you are able to create completely customized reporting including formats for something that is more consistent with the formats of the reports we used before.
- Sage Intacct has an extensive set of permissions that can be catered for all users.
- Sage Intacct is constantly enhancing their product(s). I enjoy attending the conferences, they is a wide variety of product focuses/classes to attend.
- Although the reporting is great, it is far more sophisticated than what I was used to. Grasping the reporting can take a lot of time, but once I got it, I got it.
- Implementation was stressful, but any conversion of a GL is. However, knowing what I do now, I would have set up some dimensions a little different than what I did and definately hired a third party to assist.
- Some of the training videos and help center information on newer products within Sage Intacct do not have enough detailed information to be helpful. Understanding the basics is easy, but diving deeper into the product there are not always enough training materials at the initial release.
Easy to use tool for accounting and time management
- Easy to use User Interface
- Analytics and Visualization
- Time management tools
- No Mobile App
A good package at a fair price.
- Multi-dimensional reporting.
- Financial reports customization.
- User access control.
- The "feel" is old compared to compared to competitor offerings.
- The report writer is complicated enough that a lay user will struggle.
Efficiencies gained by Sage Intacct
- Statistical journals allow us to put KPIs into the system for monthly reporting
- Once you understand the dynamics of the financial reports, they are quite powerful
- Load files - we do not have to use the UI for everything
- Posting payments in an automated fashion is challenging
- You have to manually run processes like contract invoicing rather than off of a schedule
- Some of the modules are a bit behind the core product which makes them a bit disjointed
Accounting and business performance monitoring tool
- Controlling all financial assets.
- Approving payment of products and services
- Sorting financial entities.
- All the financial features have been operating positively.
- Everything operates effectively.
- Importing reports into Excel made easy.
- Orders, inventory and payroll can be automated.
- Although it is compatible with other tools such as Excel and Salesforce, I think it is difficult to share data for better integration.
New User
- General Ledger
- Journal Entry uploading
- AP
- Prepaid Amortization
- Fixed Asset Depreciation
- Reporting
- Each module has approval function.
- Customised the reporting.
- Can create own dashboard.
- Reclassification for international invoice.
- International invoice approval.
- Support to overseas entity.
Overall review of Sage Intacct
- Website layout.
- Ease of use.
- Strong security.
- Initial log-in page.
Purchasing review
- Email purchase order to the vendor
- Store items and prices
- Export to Excel
- Only allowed to add items at top level
- Account payable capability is good.
- The reporting is faster.
- The multiple financial data analytics creation.
- The training to non IT users it may take sometime to understand.
- To manage multiple payment information and contacts is not easy.
- Ability to provide clean analytics from multiple financial data is also a turf operation.
Innovative and real time updating
- Separating invoices by date
- Matching payments with invoices
- Tracking payment/balance information
- Running reports
- More choices for name searches
love it
- Payments
- Billing processing
- Improve [...] on the menu
Sage Intacct from a project manager perspective
- Payment processing (esp. ability to duplicate similar payments)
- Staff timekeeping
- Project reporting
- Vendor creation module.
- Reporting module (can be more user friendly.)
- Overall, helpful tips can be added to the software to help new users. I learned mostly by trial and error.
Sage is growing on me
- Duplication and recurring functions save time.
- Drill-down options from almost every screen are helpful.
- Dashboard gives great overviews customizable to each executive.
- The dimensions, groups of dimensions, and groups of groups get confusing--it could be simplified.
- Customer and vendor inquiry screens would be beneficial instead of always having to run a report.
- Reporting module data sets explained on each module screen are helpful.
Sage Intacct FOR THE WIN! Reliable account tool that saved our business from old habits!
- Reporting
- Invoicing to customers
- Customer data management
- Sometimes you click and wait.
- Only have 10-20 lines per page vs 50 to quickly scroll vs clicking page by page.
- Changing password frequently.
- Sage Intacct offers useful financial data reports.
- The Accounting integration available is excellent.
- Financial data analytics is effective.
- Team collaboration.
- None at all just its advanced features setting.
- Handling multiple operations data is not that simple.
- Gathering and providing useful reports from multiple data.
What a Cloud Based Accounting System Should Be
- Integration
- Scalability
- Reliability
- Interface Design
- Speed of System
- Training Materials