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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 (1203)
    8.4
    84%
  • Cash management (1121)
    8.3
    83%
  • Standard reports (1155)
    8.2
    82%
  • Custom reports (1138)
    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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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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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 7.2

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

(2519)

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 768)
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Score 7 out of 10
Vetted Review
Verified User
Incentivized
It took a lot of work to set up Sage Intacct but we understand our use case as a Canadian non-profit is somewhat unique so we had to set things up in unorthodox ways to work for us. We do not have sales or inventory but rather use Sage Intacct to track our revenues and expenses in a very detailed manner with 5 dimensions of coding for each transaction.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
I was not employed with the company when Sage Intacct was initially set up, however, our rep has been extremely helpful whenever we have questions about certain features or need assistance setting up a new module within the system.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
I was very involved with the setup of Sage Intacct. Most notably the items and their respective price list. Next was the departments and projects. We have to add to projects quite a bit given our industry needs and that process is very simple and efficient. It's easy to duplicate projects and change the names to fit what you need.
Bruno Gregory | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
The configuration of all Sage Intacct tools and interface is easy and no much training on initial starting with platform. Product identification and different financial data visualization using Sage Intacct features is amazing. Portfolio management is extremely easy and even migrating financial data securely and faster is incredible and also the Mobile payment management is excellent.
June 28, 2024

Robust ERP System

Score 10 out of 10
Vetted Review
Verified User
Incentivized
Sage Intacct is helpful if you want to reconfigure your system if it is inherited. They can provide options for cleaning up historical data. Thankfully, I have not had the need to do this, but it was nice to know that any future restructuring could be possible with Sage Intacct.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use CDH for our Sage Intacct configuration needs. I was not here when we made the switch from Quickbooks to Sage, but from what I heard, it was pretty easy. I work with CDH when we need to make changes to our site, and it is straightforward. All we have to do is tell them what we need, and they can make the change.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We continuously engage the vendor for system configuration, but once we do, the process is smooth, and we can customize it as we like. However, some things are not possible, such as funds as investors in other funds. Sage is entirely customizable though which is something we definitely appreciate, the Sage team was very helpful.
June 21, 2024

Trusted Service

Score 10 out of 10
Vetted Review
Verified User
Incentivized
I was able to configure it on my own due to how easy the process is and how much help is provided if needed. I have set up my personal preferences based on the needs I have, and this is one of the first software that I have used that lets me do that.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Although I was not personally involved in configuring the system, I believe it was a seamless process with no glitches. From start to finish, everything was done quickly and without any significant issues or delays.
Krunal Thakkar | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Sage Intaact Provides integration flexibility where we can integrate by our self as well as vendor assitance too. To integrate the Sage Intaact it also provides API so that we can easily integrate with third party platform.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Configuring the system was extremely straight forward. We were assigned a team of consultants who heled us determine how we wanted to configure the system. Also they 'held our hand' in taking us through the procedure and the update of the core systems in the way we wanted them to work.
Score 1 out of 10
Vetted Review
Verified User
Incentivized
The product is average in terms of configuration. We have been able to do everything we need to do; however, sometimes, finding certain settings is less intuitive than one hopes for. There is nothing particularly bad about the configuration, but it is not impressive. I think it can be improved.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
I had no part in configuring Sage Intacct for my organization, but whoever did has trained others to pass on information to my colleagues. For instance, my Director of Operations will soon give me Time Sheet Deletion privileges so that I do not have to defer to someone else in case a mistake is made.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Overall, we believe Sagae Intacct has an easy configuration. We need to use more of the tools available. This will come from learning more in the community center and having the time to review what's available. They have the resources, for the most part, within Sage Intacct that we can start looking into more.
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