Let's move on to better things and let the system do the mechanics
February 02, 2019
Let's move on to better things and let the system do the mechanics
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with Sage Intacct
We are utilizing it for our grant tracking and financial statements. Team members across the organization are viewing their expenses and revenues by the use of dashboards. We have gone paperless in AP and reduced paper in so many other aspects. The audit and finance committee analysis is a much simpler process with data and drill-down capabilities at my fingertips. Purchase approvals are done electronically eliminating the need to find individuals to sign off on approvals.
- Ease of use
- Reporting out to the entire team
- Flexibility to adapt to our organizational needs
- Approvals, general ledger and purchase, are routed through the software
- Workflow setup for purchase requisition is somewhat bulky
- Building custom reports takes time to click through the various stages
- Ability to send payment confirmations to both email addresses stored in the vendor file
- The time it has saved us is great as well as being able to take our analysis to the next step is great.
- Tracking adjustment comments through collaboration has eliminated some guessing as to why we made an adjusting entry.
- We are much better equipped to track expenses and revenues toward specific areas of focus.
We utilize some of the approval processes in purchasing and general ledger. In turn it creates an audit trail that we can utilize for our auditors to document our internal controls
We have not utilized any of these items at this time.
Microsoft Dynamics, Great Plains, Oracle are 3 that come to mind. We evaluated some others, but in the end we went with Sage Intacct because we felt it met all our needs, was intuitive in navigation, and it appeared they were continuing to invest in the product.