Ease of Integration
June 29, 2018

Ease of Integration

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

Overall Satisfaction with Sage Intacct

We currently integrate with Salesforce for Order Entry/Invoicing, Concur for T&E, and Adaptive Insights for FP&A Reporting. There is extensive flexibility to integrate with custom fields across all systems.
Sage Intacct is used by our Billing and GL Accounting team. We have a custom integration between Salesforce & Sage Intacct to facilitate billing from Opportunities, and also an integration with Adaptive Insights for FP&A reporting. Sage Intacct allows for maintaining financial records and issuing 3000+ invoices monthly.

Pros

  • Multiple dimensions available for reporting. We utilize project, department, product family dimensions to produce quality in-depth reporting for our business.
  • Frequent releases. Sage Intacct releases updates and expansions to functionality every quarter. Many changes are beneficial driven by customer feedback.
  • Enhanced Audit Trails; recent releases have expanded audit trails on most transactions. Useful for internal review and helpful for our auditors.

Cons

  • Report Builder; currently, building custom reports is a multi-step process and can be time consuming versus report building in other systems. Sage Intacct has been noting that an update is on the horizon.
  • Sage Intacct allows us to have consolidated system to handle Fixed Assets, General Ledger reporting, and dimension management.
We have benefited from automation within Invoice creation and are currently configuring automation within Accounts Receivable to auto-apply payments to open invoices.
We utilize the Fixed Asset Module which has seen some improvements over the past few years. Fixed Asset module integrates with Accounts Payable, allowing for automatic creation of assets during the purchasing cycle.
We migrated from QuickBooks to Sage Intacct in 2012 due to the additional functionality offered.
Sage Intacct is a step-up upgrade from QuickBooks and allows for customization to produce detailed reporting.

Sage Intacct Feature Ratings

7.9
Accounts payable
8
Accounts receivable
7
Cash management
7
Bank reconciliation
8
Expense management
Not Rated
Time tracking
Not Rated
Fixed asset management
8
Multi-currency support
8
Multi-division support
8
Regulations compliance
Not Rated
Electronic tax filing
Not Rated
Self-service portal
9
Global Financial Support
8
Intercompany Accounting
8
Journals and Reconciliations
8
Enterprise Accounting
8
Configurable Accounting
8
Centralized Rules Framework
8
Standardized Processes
8
Not Rated
Inventory tracking
Not Rated
Location management
Not Rated
7.5
Pricing
Not Rated
Order entry
7
Credit card processing
Not Rated
End-to-end order visibility
8
Not Rated
Reimbursement management
Not Rated
6.3
Dashboards
6
Standard reports
7
Custom reports
6
8.5
API for custom integration
9
Plug-ins
8
8.5
Role-based user permissions
8
Single sign-on capability
9

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