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Sage Intacct Planning

Score7.5 out of 10

11 Reviews and Ratings

What is Sage Intacct Planning?

Sage Intacct Budgeting and Planning is a cloud budgeting and planning software with pre-built Sage Intacct integration for small to midsize businesses. It is a combination of cloud planning and budgeting that’s designed to be easy to deploy and use.

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Categories & Use Cases

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Sage Intacct Planning Key Features

Learn about the best (and worst!) features Sage Intacct Planning has to offer, as determined by TrustRadius' reviewers.
Based on 11 ratings of Sage Intacct Planning's features
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Top Performing Features

  • Financial budgeting

    Annual budget for revenue and operating expenses, headcount/compensation, capital expenses, projects, etc.

    Category average: 9.6

  • Personalized dashboards

    Create custom dashboards and reports without the help of IT or administrators.

    Category average: 8.3

  • Budget Customization

    Customizable templates and forms for performance visualization

    Category average: 9

Areas for Improvement

  • Import & Export Tools

    Importing of financial data to accurately budget resources and exporting of reports to share across your organization.

    Category average: 8.6

  • KPIs

    Select from a library of more than 6,000 key performance indicators, and incorporate KPIs into your planning process.

    Category average: 9.6

  • Benchmarking with external data

    CPI, daily exchange rates, industry KPIs. with scheduled data refreshes.

    Category average: 6.7

Who Buys & Uses Sage Intacct Planning

Sage Intacct Planning Reviews

What users are saying about Sage Intacct Planning.
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Intacct Planning for Small Nonprofits.

Incentivized
Lauren Wilson
Senior Accounting Manager in Finance and Accounting at Creative West (11-50 employees)

Use Cases and Deployment Scope

We use Intacct Planning for both our annual budgeting process and our mid-fiscal-year budgeting. While I'm sure we can pull more information from Intacct Planning, it is first and foremost our primary budgeting software, replacing our older use of Google Sheets. It is used by both our finance team and our budget managers, who have little financial training.

Pros

  • Incredibly detailed.
  • Able to implement changes mid-year as needed.
  • Customizable for internal use.

Cons

  • Some built-in help options can be challenging for non-finance folks to understand.
  • For our organization, the learning curve was a little steeper than expected, but it's much smoother in round two.
  • If you're importing instead of using the software to enter information, you may get some (or several) errors.

Return on Investment

  • It's really helped bring our organization into the 21st century, away from manual data manipulations.
  • Getting outside finance folks comfortable and familiar with the software has been a larger hurdle than expected.
  • I think the cost would be more worthwhile the larger your organization is —it may be hard to justify for a group of fewer than 50 people.

Usability

Alternatives Considered

Vena, Google Sheets, DataRails and Cube

Other Software Used

Google Sheets, Excel-DB

Benefits with Sage Intacct Planning

Incentivized
Verified User
Administrator in Finance and Accounting (51-200 employees)

Use Cases and Deployment Scope

One of the ways we utilize these services is through our reports and how we use them in comparing and organizing our financial and billing information. The ease of use and customization helps keep things easily understandable not only with those on our end of the billing and AP sectors but also when they are utilized within the scope of expressing out standing payments and collections back up.

Pros

  • Sage Intacct Planning helps with enabling me to import a variety of information to combine and compare data within my responsibilities.
  • The services helps give us a snapshot using previous years data compared against current year to assist in predicting the upcoming financial issues and accomplishments.

Cons

  • It would be immensely helpful if Intacct had options to compose and print outstanding invoices both for a single invoice, or the entire accounts outstanding totals with back up information.

Return on Investment

  • This had has positive results by helping to keep track of financial moves and records, as well as making sure the documentation used from the program is digestible by those not working in the industry.

Usability

Other Software Used

TripMaster, Microsoft 365 Copilot, Microsoft Excel