Robust, easy to create reports
Updated August 19, 2015

Robust, easy to create reports

Alissa English | TrustRadius Reviewer
Score 9 out of 10
Vetted Review

Overall Satisfaction with Sage Intacct

My firm uses Intacct in conjunction with Bill.com to provide outsourced accounting services to more than a dozen Not For Profit organizations on a monthly basis. Most of the organizations fall in the range of $3M - $7M in annual revenues. We do everything from AP processing, to closing the books, and presenting financial statements to the board. The biggest problem that Intacct solved for us was the ability to slice and dice the financial data in different ways depending on the user (C-level staff vs Program Managers vs board vs Membership).

Pros

  • Intacct is easy to navigate. Windows environment with drill down menus. It is awesome to be able to run a financial report and then click your way into a number all the way down to the transaction level.
  • The use of "groups" makes it easy to write financial reports that pull only the data that is relevant to the user.
  • The Intacct system is very easily accessible over the web and it functions at lightning fast speed. In the three years that I have used the system, I can't think of a single instance where the system was down.

Cons

  • I would like to see Intacct implement some regional user groups so that there is an ongoing exchange of ideas among users.
  • While I love the ability to attach documents in the system, it would be nice to be able to drag and drop attachments as opposed to the multiple clicks currently needed.
  • I applaud Intacct for opening up their software and allowing third party vendors to integrate. I have encountered a number of hiccups with various third parties not integrating seamlessly/making changes to their product which caused problems. I would like to see further support from Intacct when these issues arise as opposed to relying completely on the third party to resolve the issue.
  • The reporting capabilities within Intacct have greatly reduced the time needed to close the books each month. Previously, we would have to export data into Excel in order to draft financials due to system limitations. With Intacct, we were able to customize each client report and generate a package at the click of a button.
  • We are able to differentiate ourselves from our competitors because they get a high end GL package at the price of QuickBooks. We distinguish ourselves from our Great Plains competitors because we give clients real time access to their financial reports via dashboards.
  • QuickBooks Premier,Microsoft Dynamics GP,Microsoft Dynamics SL,Sage 50 Accounting,Abila MIP Fund Accounting
Intacct is far more robust than QuickBooks. It is easier to use than the others
Intacct is very well suited to an organization with lots of reporting requirements. With my clients, I simply use Intacct as a GL. If their needs involve event management or CRM systems, I always recommend that we address those needs/requirements before discussing the GL.

Sage Intacct Feature Ratings

Accounts payable
Not Rated
Accounts receivable
Not Rated
Cash management
Not Rated
Bank reconciliation
8
Expense management
Not Rated
Time tracking
Not Rated
Fixed asset management
Not Rated
Multi-currency support
Not Rated
Multi-division support
Not Rated
Regulations compliance
Not Rated
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
Not Rated
Order entry
Not Rated
Credit card processing
Not Rated
Cost of goods sold
Not Rated
Pay calculation
Not Rated
Benefit plan administration
Not Rated
Direct deposit files
Not Rated
Salary revision and increment management
Not Rated
Reimbursement management
Not Rated
Dashboards
8
Standard reports
10
Custom reports
8
API for custom integration
10
Plug-ins
Not Rated
Role-based user permissions
8
Single sign-on capability
10

Using Sage Intacct

Everything from staff level accountant to CFO

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