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 Extensibility
This gives a better overiew of how mcuh funds the business has as well.
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 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
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 Automation
Sage Intacct Extensibility
Sage Intacct Automation
Example: Keeping paper copies of everything...eliminated, we know scan in everything in Sage Intacct and the user are able to refer back to the information seamlessly.
Sage Intacct Automation
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
(2493)Attribute Ratings
- 9.4Likelihood to Renew80 ratings
- 7.6Availability13 ratings
- 7.5Performance14 ratings
- 6.5Usability138 ratings
- 5.9Support Rating127 ratings
- 2.2Online Training13 ratings
- 8.3In-Person Training6 ratings
- 6.5Implementation Rating20 ratings
- 7Configurability12 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
(1-25 of 200)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
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
User Friendly!
- Intacct community.
- User friendly.
- Importing.
- Bank rec import needs help with rules and matching.
For companies who have outgrown QuickBooks.
- Budgeting
- Inventory Control
- Reports
- Dashboards
- Accessability
- Ease of Training
- Issues with Importing Data Files
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 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
Sage from an Auditor's point of view
- Pulling reports
- Organization
- ease of use
- Quicker software
- Faster reports
- saved reports
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.
In accounting that's a fact, nothing but Intacct.
- Posting of Journal entries
- Integration with different portals
- Generation of financial reports
- Multiple currency accounting
- Consolidation of multiple entities
- Sync with different portals
- Exchange rate accuracy
- Pop up or notification if any detail is missing
- Generating customized previous years reports should be easier
- Buffering time could be reduced
Sage Intacct Great Tool
- Invoice processing
- Reconcile payments
- Generate reports
- Greater customization
- AI for reading invoices
- More user-friendly menus
Easy and Best ERP Accounting software.
- Reporting
- Reconciliation
- O2C contract module for 606 revenue recognition
- Processing speed can be improved.
- Easy installation
- Migration
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.
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.
Sage Intacct Review
- I love the dimension balance report, it adds another layer to reconciling accounts.
- The account, location, department grouping ability make building custom reports much easier.
- Overall Sage Intacct is user friendly and easy to navigate, which makes training new staff easier.
- The running balance on the general ledger could just be a line item balance with a total balance at the bottom. The running balance creates confusion for a lot of people.
- Within the reports, you can't distinguish between revenue and expense variance items. For example if the calculation you run for variance is budget - actuals, that only works for expenses.
- Even though there are smart rules created they don't apply to automated modules such as accounts receivable. I've had employees enter in invoices without certain dimensions, and this excludes them from financial reporting. If there are smart rules set up that entries can not be posted without certain dimensions, that should apply to EVERYTHING.
Sage Intacct a Tool for End to End accounting Solution
- Reclassification of entries through GJ to make the financials accurate as per the Client requirement
- Multiple reports can be extracted at Sub-ledger level to do the analysis.
- The GL Posting date and Payment date cannot be altered once the transaction is complete with the "Paid" Status which is good with respect to control but sometimes it will impact the financial review on the negative side as well. I think there should be an edit option given to the top level users at least to get them fixed.
Sage Intacct is an ERP game changer!
- Advanced revenue recognition through revenue recognition templates.
- Dimensional reporting.
- Dashboarding & KPI scorecards.
- The prepaids module is clunky and burdensome to work in.
- The fixed assets module is clunky and burdensome to work in.
- I would like to see the ability to create financial reports to be more dynamic and user friendly.
Nothing amazing, but not the worst
- The % wildcard functionality is helpful for when you only want to search for part of something (vendor name or invoice number, for example, if you don't know the full name or invoice number)
- Support has usually been good about getting back to me and being helpful in their resolution
- Adding vendors is pretty straight forward
- Applying credits to transactions when paying bills could be easier. You have to drill down into the credit amount in order to apply a certain credit memo to a certain invoice. Otherwise, Sage will decide which credit(s) to use for you and it may result in only part of a credit memo being used.
- Adjusting 1099 amounts could be easier. You can only select a starting amount for the year instead of entering the exact 1099 amount that you want.
- Needs a way to search credit card transactions (in the Credit Card Transactions section) and AP transactions that were paid by credit card in one search. Currently have to search in two places and the credit card transaction section uses "Payee" and the AP section uses "Vendor Name".
review from a users point of view
- clean UI
- easy access
- easy to learn
- adding more accounts
- the dates range tool could be fixed - use the last modified dates
- dark mode
Health Center Users Experience
- Reports are easy to view and can be exported.
- Journal entries can be imported.
- Dashboards are easy to filter.
- Fixed Asset module does not handle multiple invoices very well.
- Imported Credit Card transactions cannot be allocated.
- Setting up new users is difficult to know what needs to be selected.
Sage Intacct is the best accounting software available!
- Accounts payable
- GL reports
- Journal entries
- Not sure, I'm pretty happy with it.
- Not sure, I'm pretty happy with it.
- Not sure, I'm pretty happy with it.
We pay bills each week via check and ACH.
- able to view past purchasing transactions easily
- payments are able to be segregated by type of payment
- in my experience, not easily able to pay ACH by CTX type
- Purchasing module does not allow us to use % allocations for our building expenses
- payment check formatting - in my opinion, this is not easily customizable
- We were past due on a payment, and were never called on the phone. Sage shut down our entire company. We paid by credit card immediately but then Sage put a message on our screens that we are still past due even though we paid first thing this morning.
- Budget - projection for revenue is too basic, we need to be more fu
- Editing in the purchasing module was an all or none choice, could not customize by user type or by employee user.
- Feels like our Account Manager just points us in other directions, almost as if his hands are tied. He should be able to make changes and assist us, but it seems he is only able to refer us to others when there are problems or issues.
- I think it appears the right hand is not talking to the left hand, for example, our account manager had no idea that our Sage system was going to be suspended because of a $4,800 late payment that we were not aware of. We prepaid $100,000 in January for the entire year, but this fact was overlooked when the decision was made to shut down our company. We have users all over the country so they are on different time zones, this was disruptive to everyone and very unnecessary.
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.