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Sage Intacct

Sage Intacct

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.

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Recent Reviews

TrustRadius Insights

Ease of Use: Users have consistently praised Sage Intacct for its intuitive interface and user-friendly design, which simplifies tasks …
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Robust ERP System

10 out of 10
June 28, 2024
Incentivized
We use Sage Intacct for all of our accounting & finance functions. Our organization has multiple entities, and Sage Intacct was one of the …
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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

View all 40 features
  • Accounts payable (1202)
    8.4
    84%
  • Cash management (1120)
    8.3
    83%
  • Standard reports (1154)
    8.2
    82%
  • Custom reports (1137)
    8.0
    80%

Reviewer Pros & Cons

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Video Reviews

1 video

Get Creative: Sage Intacct Opens Up Options for Software Company
03:56
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Pricing

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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
For the latest information on pricing, visithttps://www.sage.com/en-us/sage…

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…

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Product Demos

Revenue Recognition Demo

sageintacct.wistia.com

Sage Intacct Core Financials

sageintacct.wistia.com

Sage Intacct for Growing Businesses

sageintacct.wistia.com
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Features

Payroll Management

Provides for pay calculation and benefit plan administration, in addition to managing direct deposit, salary revisions and payroll tracking.

7.1
Avg 7.2

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

8
Avg 6.9

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.

8.8
Avg 7.8

Reporting & Analytics

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

8.1
Avg 7.5

General Ledger and Configurable Accounting

Financial management solution, including capabilities for general ledger and configurable accounting

8.3
Avg 7.3

Inventory Management

The ability to track and manage the flow of goods or materials into and out of an inventory.

6.7
Avg 6.7

Order Management

The ability to process orders, and track them from quote to cash.

7.8
Avg 7.2
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Product Details

What is Sage Intacct?

Sage Intacct is a cloud-based financial accounting software system with functionalities for small to mid-sized businesses. Sage Intacct delivers an array of core accounting applications such as a general ledger, accounts payable, accounts receivable, cash management, and order management to any accounting department or finance team. It also supports functionality for built-in dashboards, real time reporting, time and expense management, project accounting, revenue management, and global consolidations for multiple entities.

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

Screenshot of Accounts Receivable: Automate accounts receivable processes.Screenshot of Revenue Recognition: Automated and compliant revenue recognition with complete support for ASC 606 and IFRS 15.Screenshot of Real-Time Reporting: Real-time reporting with up-to-minute financials across multiple business dimensions. Show only the metrics that matter based on the user viewing the dashboard.Screenshot of the times and expense management dashboard, which is customized to reflect the user's role, displaying relevant information that aligns with their position, thereby presenting each individual with the data most pertinent to their responsibilities.Screenshot of the detailed company metrics used to forecast business growth.Screenshot of the order management workflows, which are automated to accelerate quote-to-cash sales

Sage Intacct Videos

Sage Intacct Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
Supported CountriesUnited States of America, Canada, Australia, United Kingdom, South Africa

Sage Intacct Downloadables

Frequently Asked Questions

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.

NetSuite ERP, Certinia ERP Cloud, and Microsoft Dynamics GP are common alternatives for Sage Intacct.

Reviewers rate Single sign-on capability highest, with a score of 8.8.

The most common users of Sage Intacct are from Mid-sized Companies (51-1,000 employees).
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Comparisons

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Reviews and Ratings

(2517)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Ease of Use: Users have consistently praised Sage Intacct for its intuitive interface and user-friendly design, which simplifies tasks such as bank reconciliations and report generation, leading to increased productivity. The seamless navigation within the platform has been highlighted as a key factor in reducing training time for new users.

Customization Capabilities: Many reviewers have emphasized the platform's robust customization features, allowing for tailored account structures and personalized reports that cater to specific business requirements, ultimately improving financial management efficiency. This flexibility has enabled businesses to adapt quickly to changing reporting needs without significant disruptions.

Integration with Other Applications: Several users have lauded the seamless integration capabilities of Sage Intacct with various tools, enabling smoother collaboration across teams and automating processes for enhanced operational efficiency. The ability to connect with other software applications seamlessly has led to time savings in data entry and improved accuracy in financial transactions.

Limited Functionality in Project Module: Some users have perceived the Project module as lacking in functionality, primarily serving as a data entry space with insufficient visibility into project invoices and overarching information. This limitation hampers their ability to effectively manage and track project-related data.

Challenges in Editing Purchase Orders: Users have identified a significant limitation in editing or updating purchase orders after partial conversion, emphasizing the frequent necessity to include additional items such as freight post-creation. This lack of flexibility complicates procurement processes and increases manual workarounds.

Steep Learning Curve for New Users: Reviewers have encountered a steep learning curve in mastering Sage Intacct, particularly challenging for those new to accounting software. They recommend increased support during the onboarding phase to facilitate a smoother transition and quicker adoption of the system's functionalities.

Attribute Ratings

Reviews

(1-25 of 139)
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Score 8 out of 10
Vetted Review
Verified User
Incentivized
I think Sage Intacct works pretty well, I only gave it and because there is room for improvement in the CRE module. But Sage knows this and they are constantly adding functionality.
Adam VanderHeiden, CPA | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
There is a bit of a learning curve. I came from a QuickBooks background and moving from that to a more robust accounting software like Sage Intacct was a bit of an adjustment. It took me a few months to become comfortable with the software and am excited to continue taking advantage of the software's more in-depth functionality.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
When I first started using Sage Intacct, I didn't really have any training. The software was intuitive and very easy to learn and use. On a few occasions, like year-end and when working in the fixed assets section, I've had to go to the website for help. Once there, I was able to find all the answers I needed.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
This rating is not at a 10 as there are some people that have an issue with the processing. It seems to be understanding in the steps that are not clearly marked as step one, two, etc for those that do not have a good accounting background. The payables process has been the main issue. However, the usability for the rest of the system has been good and has allowed for reports to get out timely and accurately.
Score 1 out of 10
Vetted Review
Verified User
Incentivized
We have been very disappointed in many aspects of this product. We have to pay $2,500 a year for a "user" so our CPA can have access to our books or give them a scaled-down "read only" employee access. With multiple entities, you need multiple merchant services accounts to accept credit cards. However, Sage Intacct only allows you to use one credit card transaction key, so only one entity can use Sage Intacct to process charges; the rest have to be manually processed outside of Sage Intacct and then duplicately entered into it. You cannot set up a recurring payment entry in Sage Intacct; if you have an automatic payment, such as rent, that you make each month, you can either set up a recurring journal entry, or manually enter the payment every month. Similarly, you cannot set up a recurring charge card transaction for items that are automatically charged to your company credit card each month.
October 05, 2021

Accountant Review!

Score 10 out of 10
Vetted Review
Verified User
Incentivized
It's more than just a tax solution, it's a complete invoicing solution that does recurring charges, invoicing, expense management etc. We use it to charge and invoice our customers automatically as well as for our general accounting.
Jason Guinn | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
User interface is quite intuitive. As long as initial configuration is done properly, things seem to work without disruption or quirky errors. User manual (help) pages are relevant and intuitive. The user community is also an excellent resource to gain information about advanced use cases and many of the new features that are released with product updates.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Although, like any software, there [are] idiosyncrasies, Sage Intacct has very good training options. Sage does good communication on new releases. Action[s] are intuitive often, but not obscure even when not intuitive. The Sage Community help is very valuable.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
For the most part Sage [Intacct] is very user friendly. There are some aspects of the system that have been tricky to figure out and when reaching out for help, it has been difficult to get answers that translate to our associations specific needs.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
UI is clean but could be more tailored and customizable. I only use it to put in my daily timesheet and bill expenses and I feel like it should take fewer clicks than it does.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
It is straightforward, but I could see how some people may find it hard. It is more accounting-friendly than other software. For example, it uses accounting terms and is a bit more robust in general that Quick Books Online. Also, having to reverse thing and make journal entries when a mistake is made makes it more difficult.
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