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
Account Payable: Easy to manage vendor management, Creating vendor bills and applying payments. Inter-Company …
Sage Intacct Extensibility
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Consolidation
Sage Intacct Mission
Sage Intacct Reporting
Sage Intacct Revenue Recognition
Sage Intacct Impact
COVID-19 Changes
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
These abilities allow our company to be more agile, spending time on the things that matter. We no longer need to focus on these …
Sage Intacct Extensibility
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Automation
Sage Intacct Automation
Sage Intacct Extensibility
Multi currency options
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Extensibility
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Automation
With respect to Accounts payable it has benefited in …
Sage Intacct Extensibility
It helps us …
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.
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(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
(51-75 of 1337)Clean interface, great for recurring processes
- Report writing
- User friendliness
- Organization
- Ease of allocation partners to Lines of Business
- Ease of organizing reports based on Line of Business
- Editing reports to reorganize lines of business or partners
In accounting that's a fact, nothing but Intacct.
- Posting of Journal entries
- Integration with different portals
- Generation of financial reports
- Multiple currency accounting
- Consolidation of multiple entities
- Sync with different portals
- Exchange rate accuracy
- Pop up or notification if any detail is missing
- Generating customized previous years reports should be easier
- Buffering time could be reduced
Sage Intacct - "The accounting machine "
- Payroll Processing
- Financial Reporting
- Integration
- Inventory management
- Customization
- Customer support
- Cloud based storage
Small and simple business finds it expensive where there is limited budget. Where is lack of accounting expertise, it might not be the right choice. Other reasons include Industry specific needs, preference for simplicity, Strict cloud based requirement etc.
- This Accounting software is user friendly
- This Software is providing customised reports in one click
- Software is easy to navigate
- This Software helps us to maintain past historicals without data storage issue
- Useful for clients as well for maintaining financials
- Highly recommended
- Maintaining software is not require additional or renewal cost to organisation
- Higly automated software which enhance & provide accurate reports & higlights accounting errors
- Software provide embeded report MoM which makes easier to do Monthly comparision of financials
- Provide customised MOM reports
- Provide Ledger with detailed memo which helps to identify JE's
- Provide JE's list in monthly view
- Trial balance extract provide as of date which adds previous period as well
- As we have worked since one year,providing great customised & user friendly reports,no improvement we found.
- However Intacct can also add one more feature providing YOY TB for more financial ananlysis
How to choose best accounting software
- Collection follow-ups
- Throwing error messages and providing the details where it went wrong
- Bulk cash uploads
- Sending invoices to customer and customizing the invoice templates
- Editing current transactions via upload option
- Directly receiving payments from customers without third party applications
- Making payments directly to Vendors from Sage Intacct
Sage Intacct Review based on my experience.
- Creation of master data like customer creation
- Creation of invoices
- Cash application
- For me Sage Intacct is a whole package which is very user friendly
Intaact from AR perspective
- Invoicing
- Audit Trail
- Contracts
- Journal Entries
- Ease of use
- Pricing
- Flexibility
It lacks ease of use when compared to other alternatives like Quickbooks. Also, sometimes the system is very rigid and does not provide enough flexibilty.
Very happy with Sage Intacct overall!
- Duplication of journal entries
- Automation of running reports
- Functionality in journal entries
- ability to easily make some cells the same while entering journal entries
Sage Intacct is growing with us and on us
- Dashboards
- Grant reporting
- AP/AR
- Report Building is a VERY time intensive module. You cannot "find" your way through any report building with Sage Intacct. You must be taught and even then, you may need professionals to build the reports for you.
- Sage Intacct is not intuitive or user-friendly, there is a basic level of training that needs to happen as opposed to other programs that walk you through as you go and intuit needs and save info. Everything in Sage Intacct is a deliberate choice.
Manager pays and authorize accounts payable
- It has plenty of options to select from
- It lets you know when you don't have the proper funding in your budget to enter an invoice
- Easy to read
- Doesn't notify me once my request are approved or going to get paid
- Too many areas to input for an invoice #, message and other
Sage Intacct Great Tool
- Invoice processing
- Reconcile payments
- Generate reports
- Greater customization
- AI for reading invoices
- More user-friendly menus
Sage Intacct: A Financial Symphony for Streamlined Success
- The PO's approval flow, its so flexible we can change the approvers and also we can approve on behalf of approvers.
- It gives reports for each category and this reports helps in satisfying client needs ie. GL, T&E, Unapproved PO reports etc.
- The interface is so good and easy to understand, There is no need of giving hardcore training to anyone to use this application. Anyone with sound knowledge can operate.
- Intacct is providing a platform where the user and client both can draft PO's change the things and edit the things if needed
- The interface can be more attractive
- when logged out we have to again select the company and then entities, so its better when we login again it display the same page at which we were.
Would not Recommend
- Reports are easy to guide through
- Inventory Process
- Editing POs after a month
- Editing inventory items after original creation
Fair and Honest Review
- listing of inventory items
- Inventory POs
- Tracking Vendor purchases
- In my opinion, not user friendly at all
- I think it has to many steps to correct issues
- some issues not fixable
It keeps your bussiness "Intacct"
- Revenue Recognition
- Invoicing
- Exchange rate calculations
- Reporting
- Financials
- Cosmetics changes on the Invoices even if the books are closed
Sage Intacct = Life Saver
- Payment Application
- Bank Reconciliations
- Project Management
- Recording of Payables/Receivables
- Reclassification of Paid Items
- Bank Feed
Improvement could be made in the ability to reclass sales invoices, especially those which were paid.
Sage Intacct at first glance
- Reporting
- Easy to use interface
- Purchasing - improved templates and the ability to use data fields from the created items section
- Purchasing - better information around created items
- Ability to flag PO's for deletion but not remove completely - there for info only
- Use of GL codes against items
- Addition of more detail into PO eg who the item is for, contract duration dates, open orders, ability to reserve a PO no. and then complete later
Catchy Intacct
- Providing Deferred revenue waterfall schedule
- Providing perfect ARR and MRR reports
- Feasible navigation on Contract and contract lines
- Detailed Sib ledger reports for ease of reporting
- Not having multi currency Sales Tax and VAT reports
- Not able to modify or delete the transctions where payment has been applied
- Limiting to only Ten digits when updting the price list in usage based contracts
Time Tracking Made (Largely) Easy
- Clean interface
- Intuitive
- Simple
- The home page is cluttered. Way too much information.
- Wish I could attach my calendar for even easier inputting
Easy and Best ERP Accounting software.
- Reporting
- Reconciliation
- O2C contract module for 606 revenue recognition
- Processing speed can be improved.
- Easy installation
- Migration
Sage Intacct is a great product and intuitive to a new user. Streamlined functionality is a plus.
- Project Accounting
- Timecard reporting
- Journal Entries
- Reporting and extracting to Excel
- Robust research with the link functionality to invoices and spreadsheets
- Report writer editing could be better
- Setting up calendar year vs fiscal year does not work
Sage Intacct Evaluation
- Revenue Management module with advance features
- It can be integrated with other applications, like 2CP, SFDC, Nexonia etc
- Invoicing can be done from Sales order with accounting and transaction definations
- option to remove Default templates to avoid committing errors
- Once we modify the invoices with minor changes without impacting the invoice value, once again we need to book the revenue if the period is open in system
- Can have more reports that can be modified
Checkpoint
- User friendy
- Multifaceted modules
- Easy integration with other tools
- Recurring templates can have more dimensions
- 24/7 customer care support
- Inbuilt scheduling of reports in the background
Sage Intacct- Review
- General ledger
- Dashboards and Reporting
- Accounts Receivable
- In my scope I didn't find any room for improvement
Accurate review
- Generating repots
- Creating customer
- Creating invoices
- Creating projects
- Mailing process
- Importing Format
- Collage with excel