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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

Scope of Sage Intacct

10 out of 10
March 28, 2024
Incentivized
We use Sage Intacct for managing day-to-day activities such as accounting, customer Details, Vendor Details, and Financial reports.
It …
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Early User review.

9 out of 10
March 25, 2024
Incentivized
We use Sage Intacct for standard Accounting and Financial reporting. But the goal is to create Dashboards for our Program Directors so …
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Still a Sage fan

8 out of 10
March 11, 2024
We were beginning to outgrow Sage 50 and were looking for future proofing the business.
Sage Intacct has multiple Dimensions and Account …
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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 (1170)
    8.4
    84%
  • Cash management (1086)
    8.3
    83%
  • Standard reports (1125)
    8.3
    83%
  • Custom reports (1109)
    8.1
    81%

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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Unavailable

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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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 7.5

Customization

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

7.9
Avg 7.0

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.

8.7
Avg 7.9

Reporting & Analytics

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

8.1
Avg 7.6

General Ledger and Configurable Accounting

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

8.3
Avg 7.4

Inventory Management

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

6.7
Avg 7.0

Order Management

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

7.8
Avg 7.4
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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

(2467)

Attribute Ratings

Reviews

(101-125 of 1317)
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August 31, 2023

Review

Ahmed Yassine | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User
Incentivized
In our organization, we utilize Sage Intacct over QuickBooks because it offers superior customization, notably the ability to create our own dimensions. It effectively addresses intricate financial management needs. However, Sage Intacct has challenges: data exportation is cumbersome, documentation on table joining is sparse, and with Fivetran, it doesn't capture deletions efficiently.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use Sage Intacct to aggregate all financial transactions utilizing several dimensions. The reporting tool has allowed us the ability to provide department specific reports used all through out the organization. Though only utilized by us few accountants, it enables us to push reports to all of our corporate employees by a simple subscription.
Score 4 out of 10
Vetted Review
Verified User
Incentivized
I work in Accounts Payable, so I am mainly familiar with the Accounts Payable and Purchasing modules in Sage. We have about 800-900 bills per month, many of which go through a PO process and some that do not. Some of our bills are also posted as fixed assets and so I have a tiny bit of experience with the Fixed Asset module in Sage as well.<br><br>Sage is mostly ok but has a few things that I think could be improved upon. First of all, their attachment system for attaching files such as PDFs, emails, Excel sheets, etc. to the transactions is very weird and confusing. What Sage refers to as an "attachment" is different than what most people think of when they think of an attachment. Most people would think of an attachment as a single file, such as PDF, that gets attached to an email in Outlook. This is not the case in Sage. In Sage, attachments are really more like folders in a Windows file system, and each attachment can hold multiple files. Furthermore, using the Duplication feature (which we use a lot) can result in duplicating the attachment across multiple transactions and inadvertently linking many transactions and their files, which can be very bad when a user thinks they are deleting a file from one transaction and not realizing they are deleting that file from ALL transactions that share that same attachment.<br><br>There are also issues with conversion from one step of the PO process to the next, and if things are not converted properly, it can cause errors and cause transactions to get stuck in a certain step which can require help from Sage support (who, even then, can not fully get rid of the transaction, but merely close it out).Creating custom reports is not easy as the fields that you want to select in the custom report creation screen are not always named the same as in the module where you normally see them. You have to guess and check a whole lot, and there are 10 options for something like "Vendor Name" under different sections of the report creation screen and only one of them will actually output anything and the rest output a blank column.<br><br>When looking back at fixed asset details in an AP transaction, the Asset Class is only shown as a series of random numbers instead of what you originally selected, so it makes it difficult to refer back to previous transactions to see what you did previously.<br><br>Sage does not allow you to filter and sort by custom dimensions, and this is a really big flaw. For instance, our transactions have a custom dimension called "Location" (as we have a bunch of different physical locations) and if we have a vendor that we use at all of our locations, it's impossible to filter for only one location if we are looking for an invoice from only a certain location.<br><br>Overall, it's not the worst software I've ever used, but certainly could use some improvement.
August 30, 2023

Sage Intacct Review.

Lukhanyo Duba | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
I'm a Sage Intacct consultant and I implement the product for my clients. I use Sage Intacct to streamline my client's day to day activities such as accounting, procurement and sales on their various environments. In my opinion, Sage Intacct is especially great for its control measures, its audit trail function and the ability of dimensions to draw more specific and organised financial statements.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We were initially using excel to pull and manage lots of our data. Using Sage Intacct, its lot easier to manage our data and the financial performance has been enhanced.Financial analysis and reporting can be carried out easily to understand our business performance and growth metrics. Its also a very secure application for Finance and Accounting.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Sage Intacct is our department's main accounting system and it is very user friendly and intuitive and has a wide variety of functions that are helpful to our team. The collections module is extremely helpful for our team and there is a lot we can do with the reporting because we can create all kinds of reports and views we need.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use Sage Intacct for Financial and Accounting Functions. We use the Purchasing module to enter our vendor purchases and be able to allocate between our different locations and programs to accurately track expenses and compare to budget. We use the AR module for invoicing tenants and other customers as needed. We recently launched the Fixed Asset module that we are not sure if it is being utilize correctly as we have some difficulty with how the module works and being able to track projects. The Reports module works as expected, there is an ability to create custom reports although I have not personally had to do this yet. The Dashboards feature works well and it is used quite frequently to track the performance of our different programs and locations. I like that you can easily toggle between them. The Cash Management module works well but with the credit card transactions it would be nice if we could use one of our built allocations. Currently we download the transactions from the bank and then import them but on the import it does not allow us to use an allocation so if the charge is for multiple locations it has to be manually split out on the import.
Score 6 out of 10
Vetted Review
Verified User
Incentivized
We use Sage Intacct for Accounts Payable (with linked to Bill.com), Accounts Receivable, Bank Reconciliations, Purchase Orders, etc. This product helps us generate reports needed to make internal decisions and also keeping track of our finances between multiple school locations.
August 30, 2023

On to Brighter days!

Score 9 out of 10
Vetted Review
Verified User
Incentivized
As an accountant I use Sage Intacct to complete banking for the 39 entities that we manage. We review the general ledger and I make adjusting entries as needed. I am able to contact AP through Sage Intacct on the specific invoice when a payment doesn't look correct or if it is coded incorrectly. I can contact AR through Sage Intacct if a cash entry or payroll that has been imported doesn't look correct. The software allows me to import accruals and statistical data as needed.
Terra Bean | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
I use Sage Intacct daily in my role as Accounts Payable. To enter bills, pay bills, and cut checks. I love Sage Intacct; I have used several different accounting software during my 25 years in the workforce. Sage Intacct is much more user-friendly than Quickbooks, Tesorio, Billtrust, BlackLine, and HighRadius put together. Please continue doing what you are doing.
Murray Sanderson | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
With Sage Intacct, we have moved a segment of our government practice from manual spreadsheets to cloud-based application that is accessible by teams across the globe. We have decreased risk by no longer leveraging emails for certain comms; we dramatically increased reporting options across fiscal periods/years. The tool is scalable; easy to use for a small group of select projects, easy to implement.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Sage Intacct is easy to work with in most aspects. We generally use the Cash Management, A/R, A/P, and Journal Entries sections on a regular basis.

The Accounts Payable section is pretty easy to work in. After attending the original trainings, I still was having some trouble with it. After a month or so of questions to the accounting department at the Diocese, I was happy to say that I have a real easy time with the system.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use Sage Intelligent Time which is integrated within Sage Intacct and use that to bill our clients. We use Sage Intacct for financial reporting and payables (although we are now using Tipalti which integrates). We push the time sheets over to our payroll system and can pull g/l info back in from the payroll system. We use Sage Intacct to produce our year end consolidated financials.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
I use Sage Intacct as part of my HRIS to track employees' profile information and timesheets as well as expenditures made on their behalf. Sage Intacct is a great tool to use for this purpose since the HRIS, payroll and accounting sides of the program work perfectly together and allow me to generate relevant reports all from the same system.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Our Organization uses Sage Intacct for Generating Financials, processing Accounts Payable and Receivables, and Purchasing. Sage Intacct has allowed the finance team to be able to breathe a little better. In saying that, alot of responsibility was placed on our finance team to manually manage invoicing, collections, etc. We are now able to let individual departments manage their own processes and approvals through the use of Sage Intacct. It has been life changing for us.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Sage Intacct is our general ledger accounting system and is used for budgeting and financial reporting. It replaced our cumbersome former general ledger system. All office directors have access to their department dashboards to review budget versus actual expenses in real time.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use Sage Intacct very differently than most. We have hundreds of Health and Welfare Plans and each department is associated each H&W Plans bank account. This allows us to have multiple bank accounts paying each trust bills individually.
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