Overview
What is Sage Intacct?
Sage Intacct is a cloud ERP system targeted at high-growth small and medium-sized businesses. Intacct includes applications for core financials and accounting, purchasing, order management, and financial reporting and business intelligence. It also integrates with 3rd party software like Salesforce.
Sage Intacct User Review
Time-saver!
Sage Intacct - When you need to grow
Sage Intacct Review
Sage Intacct Exceeds Finance and Accounting Needs
A system for Small to medium businesses
Sage Review
The …
Exciting start to a new product!
Sage Intacct is a solid system for growing restaurant concepts
Sage Review
Relatively New Sage User, Completing Implementation Phase
Easy to use, effective
Quicker load time = more efficiency thanks to Sage Intacct
Sage Intacct Account User Review
How Sage Intacct Differs From Its Competitors
Sage Intacct 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 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 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
Accounts payable has liminated manual processes like entering data, tracking down lost invoices and getting approvals.
Sage Intacct Automation
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Extensibility
This gives a better overiew of how mcuh funds the business has as well.
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
1 video
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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What is Xero?
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
(1-25 of 1338)Sage Intacct - One stop shop for all accounting needs
This has helped to eliminate human error from everyday accounting tasks.
- Sage Intacct's customisation features are quite useful since they enable us to customise it to meet our specific business requirements. Custom reports and account charts are something we can create to improve the overall experience.
- Payroll and CRM integration have really helped us as a business. This has increased the accuracy across the department and ensures we are all looking at up to date information.
- Perhaps most useful of them all is how simple Sage Intacct is to use, even for the new user. We have found it very intuitive to use and like the modern design that makes finding the necessary information straightforward.
- We have found that some users find it difficult to get started on Sage Intacct, as all the information can be a little overwhelming for the new user. A guided approach for new users or a simpler set up could assist with this.
- We have also found there can be quite a steep learning curve when it comes to learning the full functionality of Sage Intacct. This can be even harder if the new users aren't familiar with accounting software in general. I think having more support during on boarding would help with this.
- We have had some issues with setting up some of the integration features. Once set up they are fantastic and help a lot but getting through the initial set up can be challenging and take quite some time and effort.
Sage Intacct User Review
- Data Capturing
- Invoicing
- Calculations
- Journal Entries
- Stock Management
- Information Layouts
Time-saver!
- Dimension reporting makes it really easy to keep a streamlined chart of accounts and still be able to slice and dice the data in many ways.
- Sage Intacct's marketplace partners has allowed us to integrate with many tools to automate many of our processes.
- AP approvals rules are limited when compared to other products. Even when compared to the approval rules available in Intacct's Purchasing module, AP approval capabilities are quite limited.
- Prepaid module is okay to use but it outdated and needs a UI refresh. The pages are not as intuitive as it could be and populating the fields are clunky.
Sage Intacct - When you need to grow
- Warehousing
- Tracking
- Accounting
- More easy of interaction when it comes to view client details
- Dashboard show monthly sales
- More detail in the sales invoicing
Sage Intacct Review
- Quotes
- Invoices
- Support
- Stock availability when checking item codes before entering the item into the quote/invoice.
- More detailed descriptions of the item before entering the item into the quote/invoice.
- Community messages more user friendly - "Mark all messages as read"
Most of the issues experienced thus far have mainly been as a result of implementation misunderstandings.
Sage Intacct Exceeds Finance and Accounting Needs
- Collaboration Center - Incredibly useful for Deadline requests, training purposes, audit trails attached to correlating support.
- Project Coding - Easy to follow and code to PO's and Invoices.
- Department and Service Line ID's are fields we just included but have been useful for reporting in our organization.
- Calculating VAT Tax Subtotals accurately.
- Editing Invoices after they're posted or paid if it's in the same period!
- Collaboration Center checklist where you don't have to see every tag but more of a completed or still pending status.
There are specific nuances but once you familiarize yourself with them Sage Intacct is quick to learn.
The Help and Resource center specifically gives step by step instructions by module.
A system for Small to medium businesses
- Info Capturing option variaty
- Short Down times
- Ease of access to information (Profile specific)
- Layouts too complicated/ over detailed
Small to medium businesses.
Sage Review
The problems that Sage addresses for me is being able to easily correct an entry if it was posted wrong. The Edit feature saves a lot of time and allows the data to look cleaner rather having voided entries on the reports.
- Journal Entries
- Customizable Reports
- A/P
- Even though the reports are customizable I wish it was easier to pull P&L for any unique date range
- For Bank Reconciliation I like seeing the Debit and Credits all on page instead of having to use the filter buttons
- Also on Bank Reconciliation I like to see what had already been matched still on the same page as the unmatched ones but still have the option to filter them off of course but sometimes being able to see it all on one page instead of filtering back and forth
Not well suited for pulling P&L for unique dates without having to add in special reporting
Exciting start to a new product!
- Custom Reports
- AP Workflow
- Integration with third party apps
- Duplicate invoices
- Editing/Deleting Journal Entries
- Integrations
- Reclassifying Entries
- Reporting
- Navigation has a learning curve
- Inherent limitations of web browser
Sage Review
- Converting
- Purchase Orders
- Kits
- Adding multiple quantities of the same part is impossible it seems. We have different lengths of wire needed on the same jobs at times.
- Training was very confusing, changing vocabulary and being on the same page about what the topic for that meeting would be.
- Saving a kit as a draft would be a helpful feature.
- Ability to export data in various formats
- Sorting functions
- Custom views
- Detailed explanations when "errors" are generated in various environments such as uploads and invoice entry (currently the details provided don't seem to end up matching what the issue actually is and are not clear in terms of how to resolve/proceed)
- No ability to merge duplicate vendors
- Lacking option to "post" multiple bills in draft state, must do individually which takes a lot of time each week when we pay bills
Easy to use, effective
- Bank Reconciliation.
- Monthly reports.
- Effective data analysis.
- None.
- AP
- AR
- Order Managment
- Easier reversal process
- Less down time
Sage Intacct Account User Review
- easy to navigate
- pre saved information.
- nice page layout
- the timing out of the page
- better system to be able to open it from any browser.
- being able to create archives
Just switched to Sage, here is what I love and don't..
- Bank reconciliations
- Invoice
- Reporting
- Ease of use
- User friendly
- Auto bank reconciliations
I would however say that it can seem overwhelming as the user interface can be plain or not friendly for users at times. Would love to see it revamped and modernized.
Recommend Sage Intacct
- Customizable financial reporting
- Multi-dimensional general ledger structure
- Integration to 3rd party AP automation
Sage Intacct Review
- Easy to perform journal entries
- Reporting module is really good
- I like the dashboard capabilities
- Integration with google apps (sheets, Looker Studio)
- While the reporting module is good, an ad hoc option would be good.
- We have vendors that are also customers. I would be good if there were an easier way to link those and either bill or collect based on the net amount due/owed.
Sage Intacct..... Our best accounts manager.
- Sage Intacct makes financial budgeting and planning very effective.
- It allows us to see what we have sold, what is in store.
- It allows us to track our payments in one place.
- The application sometimes hangs especially on large data sets.
- I don't like how Sage Intacct's customer support team sometimes takes longer to respond.
- The application has a steep learning curve, getting started with it especially for new users can be a bit tedious.
Scope of Sage Intacct
It addresses problems like having all the records of all the multi-entities and multi-currency in one ledger.
We use this application to have all the vendors and customer details, and maintain their financials, marking offline payments, cash applications, customer invoice creations, and reports.
- when we receive payment from the customer we can apply cash to that particular invoice so that it will be cleared in customer aging report.
- we can mark offline payment for multiple invoices of particular vendor at once
- when we mark offline payment for inter entity transactions the back end entry gets automatically posted
- if we void the payment which is applied to bulk or multiple invoices all the payments will be reversed instead of single payment , if there is a option to reverse a particular payment even though it is applied in bulk that would be helpful
Good productct, not easy to implement
- Bank reconciliation with the automatic bank feeds
- Journal duplication
- Reversals
- ease to unallocate applied payments in accounts payable
- Handling of intercompany payments seems a little difficult
- Menu options being able to be set to a default e.g. 'Inception to date' has to be selected every time on a customer/supplier account
Easy to use and customizable
- Customization of accounts/ledgers for each client
- maintains approval matrix for journal entires
- easy to search transactions/activity
- Better integration with other software
Very useful to use this Software.
- Bank Reconciliation.
- Journal entries.
- Billing
- Adding Journal entries in GJ tab is quite difficult.
Early User review.
- For Grants Inception to Date reports.
- Dash Boards.
- Projects reporting.
- Grant Allocation based on other than Salaries.
- Custom Reports has too many steps.
- Integration with 3rd party Payroll services.
Still a Sage fan
Sage Intacct has multiple Dimensions and Account Groups for reporting purposes. I use these on custom dashboards to allow analysis at the touch of a button.
In addition to this we have also started to use the statistical journal entries to monitor non financial aspects of the business. Going forwrad for reporting on ESG factor this will be very handy.
We have multiple companies and will be looking at consolidation accounts in the future. This is now ready to go at the click of a button as there is a Top Level in Sage Intacct that allows you to look at all your companies at once.
- Reporting
- Dashboards
- Statistical data
- Fixed Asset register - not UK friendly
- Vat codes - too many