Smooth, Seemless and Sensible
October 24, 2017

Smooth, Seemless and Sensible

JoAnn Daniel | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Sage Intacct

We are using Sage Intacct as the primary and only financial package in our company.
  • The ease of reporting through dimensions allows for a concise chart of accounts.
  • Intuitive modules. They follow common accounting workflows and is predictable which assists in problem solving and evaluation.
  • Information is integrated and starts at a high level and can drill down to the most basic element to track a transaction from the beginning with good audit features.
  • Customer refunds is very clunky and doesn't tie the refund to the original transactions. I also do not want to see them set up as a vendor.
  • Single click to look at a customer's history - or at least open invoices.
  • Incorporate more of the options that the additional plug in products do.
  • We can do and understand so much on our own that we don't have to call for help like we did constantly before.
  • We can easily customize our document templates in all the areas we need.
  • We will be capturing billing accurately and completely.
The dimensional reporting was a main attraction. It's so easy to slice and dice information to find tools that are valuable for your particular business. It seemed more intuitive than most of the other softwares also. Very easy to follow.
We have used it for only a few months and we are very stable with the basics. I'm excited to start moving it forward. Adding on some functions and streamlining the ones that are available. The users' conference gave me many good ideas and thoughts on how to provide more tools to my staff.

Sage Intacct Feature Ratings

Accounts payable
10
Accounts receivable
8
Cash management
10
Bank reconciliation
8
Expense management
Not Rated
Time tracking
Not Rated
Fixed asset management
Not Rated
Multi-currency support
Not Rated
Multi-division support
10
Regulations compliance
Not Rated
Electronic tax filing
Not Rated
Self-service portal
Not Rated
Global Financial Support
Not Rated
Intercompany Accounting
Not Rated
Journals and Reconciliations
7
Enterprise Accounting
Not Rated
Configurable Accounting
10
Centralized Rules Framework
10
Standardized Processes
10
Inventory tracking
Not Rated
Location management
Not Rated
Pricing
10
Order entry
10
Credit card processing
10
End-to-end order visibility
9
Reimbursement management
Not Rated
Dashboards
10
Standard reports
10
Custom reports
10
API for custom integration
Not Rated
Plug-ins
10
Role-based user permissions
10
Single sign-on capability
10