Small Regional CPA Firm using Intacct
May 12, 2015

Small Regional CPA Firm using Intacct

Anonymous | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Modules Used

  • General Ledger, Accounts Payable & Banking

Overall Satisfaction with Intacct

We use Intacct for our firm's internal accounting. We have a separate system for our accounts receivable that is used to track client time and process billing. I am one of two business users for the firm. We also have several view only users who are partners so they can review the general ledger each month and give me corrections or ask questions.

Pros

  • Intacct easily does expense allocations
  • The financial reporting is very flexible.

Cons

  • I am missing the wonderful expense allocation feature in cash management. It would be great to use the credit card feature there but most all of our credit card charges are allocated across offices.
  • Intacct allows me to quickly turn around our financials on a monthly basis.
Most of our clients use QuickBooks and we definitely promote that product. We selected Intacct because it's a cloud solution and we have access from anywhere. One of our large clients also uses Intacct and we are their CFO. So, we know the benefits of using Intacct to support our clients but as I've said previously, small businesses tend to not want that extra monthly cost.
  • Fewer than 25% of my clients
The reason for my rating is that our market is small business and most small business owners don't want to pay the monthly fee to use Intacct. Paying a one time charge to purchase QuickBooks is much more what they are looking for.

Sage Intacct Feature Ratings

8.3
Accounts payable
8
Accounts receivable
Not Rated
Cash management
7
Bank reconciliation
10
Expense management
Not Rated
Time tracking
Not Rated
Fixed asset management
Not Rated
Multi-currency support
Not Rated
Multi-division support
Not Rated
Self-service portal
8
Not Rated
Inventory tracking
Not Rated
Automatic reordering
Not Rated
Location management
Not Rated
Manufacturing module
Not Rated
Not Rated
Pricing
Not Rated
Order entry
Not Rated
Credit card processing
Not Rated
Cost of goods sold
Not Rated
Payroll Management ()
Not Rated
8.3
Dashboards
7
Standard reports
9
Custom reports
9
Not Rated
API for custom integration
Not Rated
Plug-ins
Not Rated
8.0
Role-based user permissions
8
Single sign-on capability
Not Rated

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