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: Good at most things
You'll be happy with Sage Intacct.
Sage Intacct - One stop shop for all accounting needs
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
How Sage Intacct Differs From Its Competitors
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 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
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.
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- 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.
- 8Dashboards(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.
- 8.5Multi-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
(2493)Attribute Ratings
- 9.4Likelihood to Renew80 ratings
- 7.6Availability13 ratings
- 7.5Performance14 ratings
- 6.7Usability139 ratings
- 5.9Support Rating127 ratings
- 2.2Online Training13 ratings
- 8.3In-Person Training6 ratings
- 6.5Implementation Rating20 ratings
- 7Configurability12 ratings
- 7.7Product Scalability11 ratings
- 7.3Ease of integration308 ratings
- 8.5Vendor pre-sale10 ratings
- 7.6Vendor post-sale10 ratings
- 7.8CPA Rating26 ratings
- 7.8Sage Intacct Implementation693 ratings
Reviews
(1-25 of 202)You'll be happy with Sage Intacct.
- The ability to tailor the system to our needs is a big help.
- We were able to set up the account number structure in such a way that easily allows for detailed or summarized reporting.
- Integrations with other apps have created time savings for our team.
- The program is expensive for smaller organizations.
- Learning how to create custom reports has been a challenge. Good quality training is important.
- 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
Recommend Sage Intacct
- Customizable financial reporting
- Multi-dimensional general ledger structure
- Integration to 3rd party AP automation
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.
- Customization
- Reporting
- Bank Recs
- Automatic Bank feeds
- Customization of home page
- Importing
Sage Intacct is growing with us and on us
- Dashboards
- Grant reporting
- AP/AR
- Report Building is a VERY time intensive module. You cannot "find" your way through any report building with Sage Intacct. You must be taught and even then, you may need professionals to build the reports for you.
- Sage Intacct is not intuitive or user-friendly, there is a basic level of training that needs to happen as opposed to other programs that walk you through as you go and intuit needs and save info. Everything in Sage Intacct is a deliberate choice.
Good set of tools
- Approval pipeline
- distinct categories for donors and programs
- detailed but agile
- attachments are all or nothing when in draft form and require reuploading
- additional ways to tag other than comments
Easy Chart of Accounts
- Having the different approval levels and assigning the task to the relevant manager. Eg: We are able to assign all bank related journal entries to the Manager, Treasury and Bank Reconciliations. All AP related are assigned to the Manager, Accounts Payable. We did not have this function in Sage 300 which we used earlier.
- We are able to drill down at the GL level which takes us to the invoice.
- We can attach all backup related to a journal entry in the system itself. This makes it easy for whoever is viewing or approving, without having to look elsewhere.
- Sage Intacct does not round accurately. It rounds anything less than 0.5 up and more than 0.5 down. The general form is usually other way round. Would like to see this being changed.
- The help feature is not easy to understand. Would prefer having short videos or easy to understand explanations on a particular feature.
- The Report Writer is not straightforward. It is based on account groups. If a new account is created which is not in that range in the group, it will not pick up on the report.
- If there is an error on the financial statement formula, there is no way to tell if the statement is accurate or not by just looking at it at the high-level. You have to reconcile each line to the TB to ensure the entire statement is accurate.
Sage Intacct Early Use and Review
- creation of bills by volume through upload
- Help on the page section
- the ability to customize functionalities according to user needs
- I find the creation of custom reports help page hard to follow - in the sense that actual finished report does not meet the expectation.
- The old format of receive payment screen which Sage Intacct intends to phase out is more useful to my end, I use the new one but I like the format of the old view better.
- In the creation of the Statement of Account I hope there are more options - like Show only those bills with open balance; Show only credit memos available or a combination of both. Right now there are only 4 available - see below
- Show all transactions
- Show all but reversed payments
- Show affiliates and others with no balance if activity occurred
- Show affiliates and others flagged as inactive if activity occurred
- Track expenses.
- Track income.
- Link well with outside programs.
- Producing reports - interface is a bit confusing.
- Paying bills in one step and same page.
- I have two receive payment links instead of one.
Sage Intacct - I approve
- Easily Process payment received
- Pay vendors electronically
- Maintain documents and become paperless
- Audits are easier because backup is able to be stored in the system. So when auditors ask for something it is accessible with a couple clicks of the mouse
Sage Intacct Keeps our Financial Records Intact
- General Ledger Accounting
- Bank Reconciliations
- Financial Reporting
- Office Director Access to Reporting
- More Robust Financial Reporting
- Easier Data Uploads
- More Flexibility in Workflows
Sage Intacct Survey
- The ability to delete invoices through AR or Order Enrtry
- Template uploads are very easy to correct - error notifications are specific to the problem.
- Building reports
- Correction of a cash posting, would be better if the whole batch didn't have to be reversed.
- Asset module from Wipfli has had issues from the beginning and their support is difficult to work with. We purchased based upon our Sage Inacct implementation team's recommendation.
- Better matching on bank reconciliation imports would be beneficial.
- Easy to use bank reconciliation with activity import from our bank.
- Custom and flexible financial statements.
- Strong internal controls can be set up.
- Merging or cleaning up historical accounts and corporations.
Why Intacct!
- Flexibility in designing reports.
- Retrieve data based on different dimensions.
- Build custom reports.
- Ability to manage users when we have sub-locations.
- Run financial reports in different currencies.
- More flexibility in designing the trial balance.
- Easy uploads
- Simple reclass
- 1099 easy
- export data
- connection to banking
- better dashboards
Review of Sage Intacct
- Reporting is easy
- Accounts Payable is very easy to pull up paid invoices
- I like how easy it is to find answers to questions without having to call support.
- Accounts Receivable needs the ability to post a overpayment or advance to a customer without having to use advance payment option. Having to create a payment summary, than go to advances just to post a payment is time consuming.
- Accounts receivable needs the ability to search by last name.
Sage Intacct User Experience!
- Reporting
- Analysis
- Forecasting
- Dashboard
- Simplify Cash management process
- Financial Report Generating
- Multi-user Authorization
- Smart-AFTs that streamlined accounting process
- Easier and standardized excel template that could be imported
- More Reliable Server
- Auto Save Function
- Financial statements/reporting - formal presentation of financials is very clean
- Categorizing activity - the amount of ways to detail a single transaction seems endless
- Journal Entries - categorizing the TYPE of journal entry allows one more level of detail to the financials
- Accounts receivable payment processing - the page is confusing when it comes to selecting the invoices the payment will be applied to
- Allow journal entries to be adjusted without having to reverse then re-enter; then leaving a note or something for that transaction showing the update
- Allow posted invoices to accept/obtain attachments; not locked after "Posted" status hits
Simple, Intuitive and user friendly.
- Journal Entries.
- Financial Reports.
- Accounts Payable.
- General Ledger.
- Fixed Asset Module.
- Automation features.
- Friendlier reporting tools.
review
- duplicate feature
- correcting errors in entries
- reporting filters
- bill us for everything extra, feel nickel and dimed for our small non profit
- set up was extremely complicated
- lots of features they just say no we can't that
- can correct some things in an entry but not others, example we created a class code that can't be adjusted after the fact for restricted and not restricted deposits
Helps keep our orgs financials in tact.
- Pulls consolidated financial reports from various imports.
- Maintains foreign and domestic currency cash balances.
- Provides customizable dashboards for preferred information for different people in different roles.
- The interface could be more visually pleasing.
- I wish the entire budgets were delectable.
- Is there a place where you can search for what you are looking to do? There are so many tabs I often don't know where to find something.
Sage Intacct is powerful!
- Integration with two other software systems.
- Trust the data.
- Excellent support from Sage Intacct's partner.
- Reporting on nonprofit designated funds.
- Reports in general.
- drill down capabilities
- Reporting
- ease of use
- construction business support primarily the ability to maintain house plan take offs