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.
Scope of Sage Intacct
It …
Good productct, not easy to implement
Easy to use and customizable
Very useful to use this Software.
Early User review.
Still a Sage fan
Sage Intacct has multiple Dimensions and Account …
Sage Intacct, lots of promise and very could but it could be more...
User Friendly!
a very user friendly tool for all your end to end accounting needs
Superb cloud-based ERP tool
Overall Great Product That Is Easy To Use
Sage is a breeze to use, takes simplicity to the next level
For companies who have outgrown QuickBooks.
A good accounting / project management software with a lot of modules and flexibility
I would like to say …
How Sage Intacct Differs From Its Competitors
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.
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Benefits
Sage Intacct Dashboards
Sage Intacct Consolidation
Sage Intacct Reporting
Sage Intacct Revenue Recognition
COVID-19 Changes
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
The accounting flow is very much customized that it eases reporting w.r.t GAAP compliance.
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
In case of more vendor invoices, we can process them by using the duplication option which again results in saving time with more productivity.
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 (1170)8.484%
- Cash management (1086)8.383%
- Standard reports (1125)8.383%
- Custom reports (1109)8.181%
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(301) 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(651) 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.
- 7.7Plug-ins(521) 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(876) 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(1039) 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(1034) Ratings
Users can create, customize and share dashboards, which provide an overview of the most important metrics.
- 8.3Standard reports(1125) Ratings
The software offers pre-built reports with metrics standard to the category.
- 8.1Custom reports(1109) 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(1170) 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.
- 8.3Accounts receivable(1022) 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(1086) Ratings
The software provides a complete picture of a company’s cash flows, streamlines payment processing, and includes cash forecasting.
- 8.4Bank reconciliation(1079) 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(771) Ratings
The software can log and track business expenses and reimbursements, including travel-related expenses, with the ability to tie them to particular projects.
- 8Time tracking(433) Ratings
The software can track billable and non-billable employee time by project.
- 7.6Fixed asset management(553) 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(420) Ratings
The software supports transactions across multiple currencies.
- 8.6Multi-division support(689) Ratings
The software is flexible and supports bookkeeping practices along multiple dimensions such as locations, branches or products.
- 8.4Regulations compliance(408) Ratings
The software helps users adhere to typical accounting standards and regulations such as IFRS, GASB, or GAAP.
- 8.1Electronic tax filing(297) Ratings
The software provides a full electronic interface for the filing of repeatable taxes, such as payroll or sales tax.
- 7.9Self-service portal(501) 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(295) Ratings
Account using multiple ledgers, multiple currencies, and multiple entities
- 8.4Intercompany Accounting(718) Ratings
Automatically balance and reconcile GL for intercompany transactions
- 8.7Journals and Reconciliations(989) Ratings
Automate and synchronize ledgers and processes
- 8.4Enterprise Accounting(413) Ratings
Create accounting for disconnected ERP and non-accounting source systems
- 8.5Configurable Accounting(561) Ratings
Configure accounting rules and segments for each chart of accounts
- 8.4Centralized Rules Framework(401) Ratings
Integrate disparate ERP and transactional systems into single ERP instance
- 8.4Standardized Processes(661) 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(297) 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(365) 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.
- 8.1Pricing(374) Ratings
Users can set up complex and unique pricing requirements.
- 8.4Order entry(531) Ratings
Users can enter an order once, and the data flows to all the necessary units such as fulfillment and billing.
- 8.1Credit card processing(374) 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(303) 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
(2467)Attribute Ratings
- 9.4Likelihood to Renew80 ratings
- 7.5Availability13 ratings
- 7.5Performance14 ratings
- 6.6Usability138 ratings
- 6Support Rating127 ratings
- 2.3Online Training13 ratings
- 8.3In-Person Training6 ratings
- 6.4Implementation 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
- 7.9Sage Intacct Implementation675 ratings
Reviews
(1-25 of 1320)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
Sage Intacct, lots of promise and very could but it could be more...
- Integrations with other platforms
- Ability to look at data in different ways
- The use of dimensions to create additional subsets
- Some of the custom reports and the ability to get to specific fields
- The complex computations with subtotals and sorting by dimensions could use some improvement
- The ease of the integrations with other platforms
User Friendly!
- Intacct community.
- User friendly.
- Importing.
- Bank rec import needs help with rules and matching.
a very user friendly tool for all your end to end accounting needs
- i recently prepared a custom report to track month on month recurring & non-recurring revenue by customers which reduced the manual effort of preparing reports in excel which an excellent feature.
- we can generate invoices in multiple currencies by having a separate transaction definition under a single entity
- Invoices can be shared directly from Sage Intacct by customizing suitable templates
- as per the requirements of the organization i am working for i haven't encountered any such difficulty as of now
Superb cloud-based ERP tool
- Quick access to all areas of the firm
- Superb cloud functionalities
- User friendliness and friendliness of use
- More details in a few areas perhaps
- Integrate Yooz OCR perhaps
Overall Great Product That Is Easy To Use
- Applying vendor deposits against bills and accounting for it correctly
- applying intercompany credits against customers accounts
- processing 1099 forms
- Bill approval process lacks customization as it is limited to 3 types of approval policies, 2 of which are the same except one includes value. Once turned on it allows to all vendor bill across the board with not being able to limit by vendor or location
- PO approval process could be easier to setup, the is no option to import the GL item groups so mapping has to be done individually and depending on the number of items can take a long time in each transaction type
- Unable to edit voided transactions, so if a bill is reversed in 2022 and payment voided in 2023 the bank reconciliation will be off until 2023. There is no way to correct this
Sage is a breeze to use, takes simplicity to the next level
- The documentation is self explanatory most of the times, helps in understanding the entity better
- The help section is very useful when it's difficult to create any transaction
- The categorisation is clear and concise, I use AP,AR, GL mostly
- I also liked the UI part
- Sometimes its difficult to understand why a particular transaction is failing, and the error information may not be understandable. This could be done better
- documentation which has the error codes and relevant solutions to resolve that could be a feature i would suggest
For companies who have outgrown QuickBooks.
- Budgeting
- Inventory Control
- Reports
- Dashboards
- Accessability
- Ease of Training
- Issues with Importing Data Files
A good accounting / project management software with a lot of modules and flexibility
I would like to say this is a flexible software which provides multiple automated accounting workflows that reduces manual intervention while it is integrated with other apps.
Contract module entry flow which is little complex but it provides very good visibility w.r.t what is flowing through the accounting and what is happening when.
- Contract Module accounting flow - Though it is complex to understand, it is very much needed for reporting compliance with GAAP.
- Integration with CRM, multiple billing and timesheet / expense management softwares
- Custom reporting resolves much of customization required for many reports
- Cross object relationship in custom reporting
- Edit option in invoice after reversing cash application
Less appropriate only when some one off customization is required which needs lot of effort to do and I will go with manual approach
The best application with complete accounting solutions in one platform for Good Business.
- To perform all financial analysis, Sage Intacct includes a number of reports that can be pulled at the ledger and sub-ledger levels.
- When the integration of data from other systems does not flow effectively, Sage Intacct offers the option to manually apply the payment or vendor credit.
- Reclassification of financial transactions through GJ to make the financials correct as per the client's Business requirement to achieve the financial objective for maintaining the books
- The audit log available is not having the complete information, which is very difficult to track if the user has left the organization.
- The Dashboard features are not available for the basic plan, which would help to get more benefits if included for all plans.
- The “invoice date”, “GL Posting date” and “Payment date” are frozen once the transaction is closed with the "Paid" status, which is virtuous in 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.
- Once a Credit Memo is applied against any open Invoice, we are not able to reverse the same. If we have applied the Credit Memo to a wrong invoice then we are not able to correct it.
Sage Intacct is a great accounting system, it generates productivity and profitable results from the beginning
- I like the technical support, because thanks to them we were able to accelerate the implementation, the payroll management is the best we have seen, it has excellent artificial intelligence to accelerate the acquisition of financial data.
- We improve the time we spend collecting data, because Sage Intacct collects it for us.
- Income is always positive at the end of the month.
- It took us a bit of time to learn the features, functions, and capabilities that can be achieved with Sage Intacct at first, but with the help of technical support, we improve day by day.
A little insight on Sage Intacct
- Traceability
- Flexibility
- Ease of Use
- Online Support
- Help Files
- Manufacturing
- Job Tracking
Sage Intacct = Sanity Intact!
- They're constantly evolving and growing
- Interest in what their customers want, need, and would like to see
- Seamlessness of updates and upgrades, without downloads
- More "in your face" notice of added features that require being added to a user profile
- Clearer explanations of what is needed on importing sheets
- Go back to emailing office hours recaps for people that attended or signed up to attend
Sage Intacct Help Modernize our Accounting Processes
- Document attachments
- Integrations
- Dimensions
- Reporting could be more flexible
- Vacation delegation for AP Bills
- Budgeting and forecasting was too simple for our use
Excellent End User Friendly Application
- TimeKeeping
- Tracking of expenses
- Abiity to breakdown time by actions and projects
- Time sheets can sometimes be a challenge to get to, where you can't always get back to the list of previously submitted timesheets
Sage from an Auditor's point of view
- Pulling reports
- Organization
- ease of use
- Quicker software
- Faster reports
- saved reports
Sage Intacct is the best application with excellent features for Financial reporting
We are unable to schedule the payments directly from the Sage Intacct application.
It is very useful for Vendor creation and modifications if any are required.
- Sage intacct will be useful in month end reconciliation by extracting all the required reports.
- It is helpful for viewing of any type/particular GL codes directly in the General ledger folder
- It will be helpful to apply the credit memos for a particular date
- While processing the bill in Intacct the application is automatically consider the current date instead of the invoice date and has to be entered manually
- There is possiblility of duplication of invoices which are processed via PO module since the error page will not popup while processing the normal invoice which is already included in the submitted PO list
- Even though we have all the updated Vendor mapping file with detailed approver list, Sage intacct will display only approver 1 & 2 at the home page in the vendor mapping tab
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 Sub-ledger 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.
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 Sub-ledger 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.