So far, we have been able to successfully integrate our orders/sales from our legacy system via import templates. It was very cumbersome at first but we have been able to smooth things out. We are going to do a API from our new lab tracking system into Sage in the near future for our sales orders.
We integrated with Expensify. This totally revamped out expense reporting process and the integration allowed for better transfer of account information between platforms than our previous system and LESS work as well. By utilizing this integration of have reduced our time spend on month end closing tasks as well as a better overall experience of our customers for submitting and approvals on expense reports.
The complexity of Sage Intacct depends on the complexity of the organization. I give it an "eight" because the complexity of the integration is more based on the organization rather than Intacct itself.
We currently have two third party integrations. Both integrations work very well. We utilize a third party accounts payable solution and a payroll provider. Both companies are Sage Intacct marketplace partners.There is no upkeep on our end with the API connection, so this helps since we do not have an internal IT department. When Sage Intacct does any updates, there are no issues with my third party integrations.
For the most part, the menus are easy to navigate and once you get the hang of them you are able to gain lots of efficiencies. I was able to learn them quickly enough to teach them to the entire organization. We were also able to contract someone to build an integration for our AR billing, which is very complicated and unique.
The transition to Sage Intacct was very smooth with the 3rd party implementation specialist we had (AcctTwo). We worked very closely with them over a 6 month period identifying our needs, our processes, and converting and improving our processes to maximize Intacct's effectiveness.
We had tons of help during the integration and we took up a lot of their time and asked a lot of questions. They were there for us during it all! They were always willing to put in the time with us, no matter how dumb the questions!
Beyond the fact that our service providers were well trained and knowledgeable about the product, most of the integration was in the form of very easy data uploads. Even canned reports made it easy to confirm that all the data had been entered correctly.
We used the internal Sage team and had a terrible initial experience as they did not try to get to know our business. The only way they saved it was through a great Customer Service response and provided us a great resource to get the problems fixed.
Not enough information on how to structure accounts, account groups and categories on the front end as well as then having to map all historical data manually through excel spreadsheets. The process was very time-consuming and in addition to that once we were fully integrated and therefore more educated we realized the issues with the account groups and dimensions forcing us to re-do many layers of our account groups and hierarchies.
We have other software that we are using with Intacct such as Nexonia, Martus Tools, and FloQast. All of these seem to integrate easily with Intacct and provide us with the necessary tools to run our business. We are very happy with the current software's that we are using along with Intacct to show us a full picture.
It's complicated. As an accountant by trade, I need to put on my integration cap to be able to carefully design and implement a new system. There are so many ways to customize Intacct that we sometimes get lost in the different options and make mistakes that cannot be reversed along the way.
I have been involved in different integrations of products within Intacct including 2CP, and they have gone relatively smoothly. Intacct has a marketplace of preferred partners, and 2CP is included there. They both work hand-in-hand and I have been happy with the results. I wasn't a part of Intacct's integration itself, but I look forward to implementing its contract billing.
There are literally hundreds (if not more) of platforms that seamlessly and directly connect to and integrate with Sage Intacct. Whether you are needing to integrate a paperless AP workflow, Time and Expense, Payroll or even regulatory compliance such as Form 1099-MISC, there is an application that will directly connect to Sage Intacct to streamline your processes and procedures.
Sage Intacct is a cloud ERP system targeted at high-growth small and medium-sized businesses – from startups to public companies. According to the vendor, the
Sage Intacct ERP system includes applications for core financials and accounting,
purchasing, order management, and financial reporting and business
intelligence. Optional applications include FAS-52 compliant multi-currency
support, real-time financial consolidation and multi-entity support, sales tax
management, inventory management, revenue management, project accounting and
pre-packaged integration with Salesforce CRM.
Sage Intacct’s cloud delivery model allows for anytime
access from a web browser. With no software or hardware to buy, install,
maintain, or upgrade, Sage Intacct eliminates many of the costs and risks associated
with traditional on-premises financial software.Sage Intacct applications can also be configured without
programming and are designed to work with other key business applications.
Braam du Plooy, the controller at the Atlanta Convention and Visitors Bureau, shares his Sage Intacct story. Hear how this nonprofit organization benefits from their switch to a modern, cloud accounting system.
Sage Intacct is the top cloud accounting and financial management software for customer satisfaction!
Hear how Room to Read has used Sage Intacct to increase organizational and operational efficiency, impact, and credibility. Room to Read realized significant benefits, including reducing its chart of accounts from 56,000 to 100 accounts, improving monthly consolidations across 25 entities and 19 currencies, and increasing donor confidence.
Hear how RapidRatings, a cloud-based ratings, research, and analytics firm, worked with Leap the Pond to implement Sage Intacct for accelerated billing and revenue management. This enabled RapidRatings to reduce days sales outstanding (DSO) by 20% for customers on standard contracts.