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 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 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 Extensibility
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Automation
Sage Intacct Automation
Sage Intacct Automation
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 Extensibility
Sage Intacct Automation
Sage Intacct Extensibility
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 (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
(76-100 of 1338)Accurate review
- Generating repots
- Creating customer
- Creating invoices
- Creating projects
- Mailing process
- Importing Format
- Collage with excel
Sage Intacct is there to remove from cage to explore the accountig world
- Invoicing and Syncing all the invoice lines to generate invoices and credit memos
- Customer reports as per MIS requirement
- Cash application payment processing in Bulk without any error
- Some of the payment summaries created by system we cant edit and modify as per client requirment if we can it ll be very usefull
- Sandbox Access should include all activities with real time data
Friendly software for small and big enterprises.
We are able to create as many reports and customize as per our requirements. Client is very happy with the reports which we share at the time of month close. We are able to maintain employee's details and able to maintain all the details of client in a smooth manner. We are able to sync with other software like Bill.com, Stampli, Nexonia, Expensify.
- Easy to post Journal entries.
- Easy to generate reports.
- Easy to customize reports.
- Easy to maintain Time and Expense records
- Easy to records Purchase requisition
- Easy to maintain Vendors records
- Easy to maintain Customers records
- Easy to do reconciliation
- Sage Intacct should have the feature to delete the entries if we have posted wrongly
- Sage Intacct should able to work more smoothly at the time of generating reports
- Should improve in customization of reports in an easy manner.
- Should able to sync with other software in less time so that it will save time.
Sage Intacct at its best with integration of other tools
- Customization of reports and views across the module is good
- Templates available for all the activities which remove the manual task
- Integration between any other platforms works with minimal sync error
- Bank reconciliation is very good with few clicks
- Sometimes Sage Intacct takes more time than usual time to run a few reports like vendor master. And, looks to see some improvement here.
- Credit applications to vendor invoices are consolidated at the time of application and it could have been made individually.
- The audit trail is not up to the mark and it should track all the activities with complete details.
I see some cases where Sage Intacct is not very suitable where international taxation exists in different countries.
THE PERFECT SAGE
- It helps with Multiple level and works perfectly with Multiple currency as well
- Gives the clear picture of financials and records the transaction in real-time basis
- It helps us to take decisions on one go as the data and reports generated give true picture is the organization
- This also helps to capture the employee data and bill data as well
- It is difficult to rectify the errors or mistakes we made in the past and it takes much time to edit it
- It doesn't work in offline mode which creates time wastage when there are some internet crashes
- It is quite expensive when the work of the organization is small
- It is very easy to make many costly mistakes because of lack of audit trails
Sage Intacct - Finacial accountabilty.
- Well Integration with other software's in the process.
- Maintaining the books of records with multilevel entities.
- Can easily extract and custom the report.
- Expensive for small organisations.
- Improving in the sync error area with explanation.
- Many windows open when we click the new tab. This area can be improved.
A user-friendly application providing end to end solutions for all the financial reporting and head towards the financial growth and independence.
- Readymade reports – There are multiple readymade reports available within Sage Intacct, which usually serve the purpose. These will be mostly the reports which are used on a very regular basis. This shows, how the tool understands the requirements of the people. This would help management for financial analysis with ease.
- Very good features – it has some very good features such as payment application, GJ upload, which will be very easy and anyone can perform the activity just by learning once.
- Journal Entries – Usually posting reclassification or any other JE for that matter would be a complex process and chances of going wrong would be very high, however Sage Intacct makes it very easy and help users to understand it very quickly.
- As soon as the payment status turns to “Paid” the entry gets blocked, not allowing us to make any changes. However, in practical scenarios, there will be instances where we need to make some corrections. It would be of great help if we could get this feature enabled.
- Audit Log – Need to improve the audit log to provide more accurate and complete information about any changes.
- Since we are in an era of Social Marketing – more the visual impact, more the over all impact. So need to incorporate Dashboard Feature to get a glimpse of the health of the process/company by an eagle eye view.
Sage Intacct Review
- It connects with other software
- Drill down capabilities
- Some of the canned reports can't be modified.
- We work with a reseller for some basic reporting that should have been included.
Great for large portfolios or multiple entities
- Able to handle multiple portfolios
- Highly customizable
- Consolidated financials
- I'd love to see more customizable dimensions
Sage Intacct review
- Dashboard
- General entry
- Integrated with Excel function
All in one platform offering top-notch accounting solutions.
- It helps in maintaining the books of accounts in Multilevel entity
- It integrates with the other apps
- And easily we can get custom reports
- Helps in cash flow management
- We face integration issues, sync errors will come this one can be improved
- offline working option not available in Sage Intacct
- For small organizations it's little expensive
- Audit trial is not available in few windows it can be improved
Sometimes when there is an internet issue I couldn't able to use Intacct, it would be better if offline options were implemented.
Good Multi-Entity Solution
- Customized Reporting
- Multi-entity Management
- Dimensions
- There are small things that could be improved in order to reduce the amount of clicks (such as copying dimensions from one line to another)
- The UI is not as user friendly as some of the other solutions out there
- The pricing is definitely a lot higher than you're going to be paying for most similar solutions
Sage helps us close faster
- Inter-entity Billing
- Attaching invoices is very easy
- Integration with Concur
- AP Automation with multiple entities
- Having the ability to see if you've attached a document in the credit card transactions screen without opening up each document
- Being able to make AR invoices from any entity instead of just our master entity
Great Software for AP!
- reports
- 1099
- AP
- Purchase Orders
- Reoccurring AP invoices
- AR
The best application with end to end accounting solutions in one platform for Good Business.
- Reclassification of financial transaction through GJ to make the financials correct as per the Client Business requirement to achieve the financial objective for maintaining the Books.
- Sage Intacct has Multiple reports which can be pull out at Ledger and Subledger level to do all the financial analysis.
- The Sage Intacct has an option to apply the payment or vendor credit manually when the integration of data is not flown properly from other applications.
- The “invoice date”, “GL Posting date” and “Payment date” is freeze, once the transaction is closed with the "Paid" Status which is virtuous with the aspect of to have a control but sometimes it will impact the financial review on the adverse sideways as well. The edit option given to the top-level users would help a lot to get them fixed whenever it is required.
- The Dashboard features are not available for the basic plan which would help to get more benefits if included for all plans.
- The audit log is not having the complete information sometimes which is very difficult to have a track if the user has left the organization.
Software via the web!
- Accessing Intacct through the web browser
- Easy to use
- Help & Support on every page in Intacct
- Basic reports downloadable in Intacct can be improved more by adding more detailed information in the reports
- More customizable features
Functional but far from perfect
- UI/UX - navigating the system is intuitive and user-friendly
- Ability to report on native & custom dimensions
- Multi-currency management
- Flexible COA setup
- Bank/credit card reconciliations
- Within Global Consolidations you can only consolidate on a monthly basis. When acquiring foreign companies mid-month, this makes it incredibly difficult to provide a consolidated OBS in USD.
- Custom financial report setup. While very flexible, we found we had to create many account groups manually to format our reports in an intuitive way. It would also be nice if reports could be filtered by 'from' and 'to' dates, rather than by end date only and adding extra columns in the report setup.
- Revenue recognition for custom rev rec types.
- Ability to delete/modify data after incorrectly posting a payment on an invoice
- Dashboards are lacking and need to be updated manually frequently
Basic level user review.
- Easy to use between several companies.
- Integrates well for Payroll imports.
- Easy to close monthly back reconciliations.
- Invoice system is hard to bill because address do not line up with envelope labels.
- Wish you could delete entries made in error instead of reversing.
- Cloud accessible
- Seamless posting and reporting
- Real-time results
- Exporting general ledger details in a format better tailored to sorting, filtering, pivoting
Sage Intacct has promise but some functions still need to be worked out.
- Entering Budgets
- Processing Invoices
- Basic Reporting
- Job Contract
- Change Requests
- Change Orders
I find the two biggest challenges to be the job contract and the change request/change order functions. They are labor intensive and especially with the job contract, the fact that does not show a full AIA for every invoice, only what is generated, is a huge issue. It makes this function not really valuable for us. We really only use it to pay back the projects, not for other things that I anticipated we would be able to use it for.
Sage is all the Rage!!
- Provide opportunities for you to run custom reports
- User friendly transaction look up features
- Good drop down menus
- A way to tell if you're over budget after entering an invoice with a warning alert
- An alert feature to show if a transaction you entered has been declined
- Clearer error message details, more definitive
Sage Intacct Makes Life Easier For Project Management
- Easy to use when entering in invoices.
- User friendly when adding a new project into the system.
- Simple to lookup information to check if vendors or invoices have been entered.
- Approval process is very helpful to ensure the correct person is reviewing transactions.
- When there is an error and work is unable to be saved, sometimes it is unclear what the issue is.
- When adding an estimate, there are issues sometimes if a cost code has to be added.
- Cost codes at times have issues with their sub-cost codes.
When adding in a new project estimate you are able to plug in all of the cost codes and values from the project managers budget and once it is approved it can be entered in as the job contract. Nothing can go into the job contract if it is not in the job estimate, making it easy to identify any errors of omission on the Sage Intacct users end. It also helps with a check & balance to the project managers actual budget.
Sage Intacct brings value on a daily basis.
- Journal Entry Structuring Layout.
- Reconciliation of Cash.
- Interactive Trial Balances and Accounts.
- Customization of Reports.
- Accounts Receivables Aging Reports.
- Accounts Payables Aging Reports.
- Tax
Sage review.
- Accuracy in our reporting.
- Streamlined process.
- Budgeting tools.
- Implementation.
- Help on Sage's side.
- More training.
SAGE IS GREAT.
- Top Level.
- Adding a Vendor.
- Attach the folder to the vendor.
- Adding functionality to leave notes regarding a vendor in whole.
- Merging documents.
- Application can run slow at times.