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
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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
Just switched to Sage, here is what I love and don't..
How Sage Intacct Differs From Its Competitors
Sage Intacct Automation
General Ledger - We have trust retainers with many large clients and use this function to analyze what's incoming and outgoing from these trusts every month.
Accounts Payable - We manage all invoices against our firm from this …
Sage Intacct Extensibility
Sage Intacct Configuration
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Configuration
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Reporting
Sage Intacct Impact
COVID-19 Changes
Sage Intacct Automation
Sage Intacct Configuration
Sage Intacct Automation
Sage Intacct Configuration
Sage Intacct Automation
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Sage Intacct Configuration
Sage Intacct Automation
Sage Intacct Configuration
Sage Intacct Configuration
Sage Intacct Extensibility
Sage Intacct Automation
Sage Intacct Configuration
Sage Intacct Automation
Sage Intacct Configuration
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Configuration
Sage Intacct Automation
Sage Intacct Configuration
Sage Intacct Automation
Sage Intacct Configuration
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Configuration
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Configuration
Sage Intacct Reporting
Sage Intacct Revenue Recognition
COVID-19 Changes
Sage Intacct Automation
Sage Intacct Configuration
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Configuration
Sage Intacct Automation
Sage Intacct Extensibility
The interco also is not easy to use, but we have been challenging this and it's more easier and smoother than ever.
Sage Intacct Configuration
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Configuration
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Configuration
Sage Intacct Automation
Sage Intacct Configuration
Sage Intacct Automation
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Sage Intacct Configuration
Sage Intacct Automation
Sage Intacct Configuration
Sage Intacct Automation
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
(2496)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
(601-625 of 1337)Sage Intacct Review
- Integrations function is awesome, [Sage] Intacct allows us to integrate with other financial systems like bill.com
- Easy to manage and fix the error on AR, AP and JE
- Flexibility of the cloud-based system
- It looks like pulling out the old or long data is a little bit slow
- Deleting the entry sometimes jump out and needs to click delete it again
Intaact provides what I need when I need it
- General ledger.
- Purchase requisitions.
- Reporting.
- Login seems to glitch frequently.
- Users should have dedicated accounts outside admin.
Sage Intacct is very user friendly and very easy to customize to get what reports you need.
- You can customize reports in any way you can think of.
- The help function is very detailed and you can find anything you need within it.
- There is a comment section that you can use as an additional audit trail.
- On AP, it would be nice for a filter of "payment method to be added." We created an O/S view, but if the payment method is checked it would help us in creating our AP run. We currently go into vendors to see their payment methods. I was able to create a view in "Pay bills," but isn't quite what I wanted.
- Has the ability to be a one-stop shop for all program management needs however we have not experienced that yet.
- Has the ability to be a one-stop shop all for timesheet needs however we have not experienced that yet.
- I am not sure yet as we have not been able to use the full capabilities of Sage. After at least six months, our finance team is still figuring things out. More to come...
Sage intacct for use in medium and large businesses
- AP Module invoice searches
- General ledger auto-reversal entries
- General ledger journal entry import
- Fixed asset import
- fixed asset depreciation detail
- depreciation schedules
- lack of capital lease accessibility for schedules
Sage Intacct Review
- Help fill in bulk entries and posting of entries
- Good user interface
- you can manage the dashboard as per your convenience
- Please provide the facility of Bulk attachment uploadation facility. Right now we are uploading the attachments manually.
- Please provide the approval facility of invoices/payments/entries over the emails.
Sage Intacct - Solid G/L System
- Accounts Payable.
- Financial Accounting.
- Accounts Receivable.
- Service statistic reporting.
- Financial Reporting - ease of document creation.
- Data mining - ease of getting at certain data.
Extremely Satisfied with Sage
- Sage Intacct has detailed reporting
- Sage Intacct allows for great use of dashboards
- Sage Intacct allows for efficient bank reconciliations
- A memorized transactions list would be helpful
great
- reports
- Analysis
- data compare
- too many steps
- too many procedure
Easy to grow, easy to learn.
- User interface, the system is very easy to learn and use
- Customization, there are many ways to make the system yours
- Ability to scale, as the system is cloud based, it is easy to grow and stay updated
- 3rd party vendors seem overwhelming, need to find vendors who truly "connect" with Intacct, not just are able to import a new file
- Report writing seems to be a complex task. training is especially needed to learn this
- Audit trail - I wish it help describe what changes occurred in detail, rather than notify a change [that] happened.
Happy to use, but few Improvements required
- Report building
- Fast in processing
- user friendly to accounting
- adding invoice no./ in the posted payments view
- faster way to move from one invoice to next invoice
- facility to make changes to invoice to which credit application has been reversed
My Experience with Sage Intacct
- BANK RECONCILIATION
- AR LEDGER
- INVOICING
- I had like to have a much easier way of making changes in an account even after it has been reconciled in [Sage Intacct].
User Friendly
- Timecards.
- I wish there was a way to pin certain things (like a timecard) to the home page.
Sage for NFPs
- Journal Entry organization
- Customize reporting tool
- User Interface
- Bank reconciliation process
- Importing tools
- Enhanced Help center
Review from a nonprofit treasurers view
- track expenses
- comparison of budget vs. actual income and expenses
- makes approving payables very easy
- Wish there was an easy place to look and see who approved invoices
- Show which entities have invoices to approve
- Don't like having to go through all dropdowns to find out which ones have items to approve.
Great Service, I'm glad we have it
- Automatically assigns a new ID to the customer and vendor.
- Track and list customers and vendors.
- Record transactions.
- Easier to reverse/delete transactions.
- More accurate error messages.
Useful System
- Reporting
- User Interface
- Ease of use
- Defining different terms (i.e. dimension, locations, etc)
- Providing user training
- Sage specific support team
Great!
- Importing/Exporting
- Dashboards/KPIs
- Accounts Payable/Receivable
- Bank Reconciliations
- Journal Entries
- Payroll function
Good system
- Track and pay bills
- Record transactions
- Keep track of customers
- Flow easier
- Better customer ID tracking
Sage Intacct basis user
- Invoicing
- Link for the payroll side between Proliant and Intacct
- Link for expenses between Intacct and Nexonia
- Customer services could be better for those that aren't accountants
- Help items can be confusing again for those that aren't accountants
In the beginning stage, Very Happy!
- Reporting
- Multi entities bookkeeping
- Fixed Asset Schedule
- Integrating Fixed assets
- Reoccurring transaction prior to GL date
- Reporting monthly vrs yearly
Sage Intacct Review
- Flexibility in report designing.
- Easy to navigate.
- Drill down GL to the detail levels where you can easily identify the vendors with the expenses that they are associated with.
- Be able to export reports based on the drill-down for analysis/budgeting purposes although the data may not be completed as some expenses are booked through an entry and there may be inconsistency in how the entries are entered.
- Entries entered by staff in the draft mode waiting to be reviewed--prefer to show these entries when running GL detail reports. However, these entries will be displayed in the GL detail reports as 'Not Posted'. This way, we are allowing all entries to be reviewed and posted by the reviewer and not necessarily by the staff who enters the entries without first being reviewed, and yet they can still move on. Right now, if entries are not posted, they are now showing in GL, and harder for staff to move on with entering other entries.
- Not easy to find step-by-step guide when you need a quick answer.
- We have many prepaid items. Would like to be able to generate all the schedules in [Sage] Intacct to post monthly and yet email alerting us in advance if it will be fully amortized in a month.
- To be able to make private or non-public your account groups/groups of account groups, similar to the financial reports you are working on as these reports may not need to be shown and seen by everyone else as it gets cloudy and harder to find things if they are shown on everybody else's listed items.
- Allowing us to view different GL detail reports (for example) simultaneously in different tabs for display and view only and not necessary download/print them.
- When downloading the excel, the message displayed 'Downloading....' appears to be super small and hard to see.
- Allowing to color format the report Header, especially the financial reports as some companies would like to be able to run reports with color format. This way, I don't have to manually color-format the headers.
Early impression of [Sage] Intacct
- Clear
- Easy to learn
- Not Logging out of other tabs open when switching to a subsidiary from top level.
Sage Intacct the light at the end of the tunnel after Quickbooks
- The transition team that we have worked with has been a great help, answering all questions whether big or small.
- There are some things that require multiple clicks to get to certain things that could be simplified.
- Allow to open things in new/separate tabs
User friendly
- Can easily print my orders
- Mostly user friendly
- Easy to send orders for approval
- Requires training to figure out how to find items
- Finding items isn't the easiest
- It sometimes requires funny symbols for item lookup
- Having a list to choose from with photos