Intacct - definitely game-changing.
May 11, 2015

Intacct - definitely game-changing.

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Modules Used

  • All modules

Overall Satisfaction with Intacct

We use Intacct with our accounting specialist department to provide full cycle bookkeeping and virtual controller and CFO engagements.
  • Customized reporting and format to make it meaningful to users. Some of our users may prefer more visual and graphical reporting, while others want to see the details behind the numbers. Using Intacct we can use the same information and produce reports, graphs, charts, etc. that are meaningful and relevant to the user in helping them interpret the information.
  • Customization of user permissions - ability to truly customizer a users permission so they only see or do what is needed for their position. We are able to give owners the ability to see everything if necessary, while making access read only (they can still drill down to the details without fear of changing something). I believe we have over 4,000 permission settings when creating a user, so we are able to leverage the efficiency of the software and only allow viewing and actions to what is appropriate for each user or group.
  • Anytime, anywhere access - we have clients that are rarely at the office and on the road a lot. It is great to be able to keep them up-to-date on where finances are and get approvals regardless of where they are. Just need internet access. We have worked with products that only work on PC's or MAC's, which created problems. Not with this program.
  • It would be great to be able to archive old PDF attachments to save on data space. We have clients that we have large volume of transactions and attachments. The attachments is an awesome feature, as if you need to see what a transaction is related to you can easily click the attachment to see the invoice details. However, over time this can add up to a lot of space, especially if you used high quality scan settings.
  • Many features don't allow changing of ID (for example, location, departments, account, etc.). I agree that there are often times that you don't want these changed as you don't want to change the historical accounting, however there are times it would be nice to fix an ID if it inadvertently got number incorrectly or client decides they need to make a modification later.
  • Increased workflow efficiency.
  • Increases ability to provide better customer service.
  • Getting rid of Excel worksheets outside of accounting system for tracking and reporting.
Intacct is most robust and customizable, while maintaining ease of use and price competitiveness.

Great product for providing high quality service, customized to each client, and robustness of reporting (not restricted by hierarchical reporting).

Providing customized dashboards with links and reports that are pertinent to the user is also a strong resource with this software.

Definitely need to fully vet to determine correct fit. We ask what are frustrations we current software, are there things they are doing manually in Excel or Word currently that may be able to be automated, what is their plans for the business in the next 3-5 years (growth, sell business, succession planning, new owners, etc.).

Sage Intacct Feature Ratings

Accounts payable
8
Accounts receivable
7
Cash management
8
Bank reconciliation
8
Expense management
9
Time tracking
Not Rated
Fixed asset management
Not Rated
Multi-currency support
Not Rated
Multi-division support
Not Rated
Regulations compliance
9
Electronic tax filing
Not Rated
Self-service portal
Not Rated
Inventory tracking
Not Rated
Automatic reordering
Not Rated
Location management
Not Rated
Manufacturing module
Not Rated
Pricing
9
Order entry
9
Credit card processing
Not Rated
Cost of goods sold
Not Rated
Dashboards
10
Standard reports
8
Custom reports
10
API for custom integration
8
Plug-ins
8
Role-based user permissions
10
Single sign-on capability
9