The insightful and thoughtful ERP.
Updated February 12, 2019
The insightful and thoughtful ERP.
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with Sage Intacct
We use Sage Intacct company wide. Before Sage Intacct we used Sage Mass 200. The software was not user friendly, had limited modules, and no internal reporting functionality. We chose Sage Intacct for their vast array of financial modules including an extensive reporting package as well as their fantastic customer service. We currently use the A/P, Cash Management, Bank Reconciliation, Reporting, and Fixed Assets modules. We do small amounts of A/R within Sage Intacct, but much of it is taken care of in a separate A/R/ system designed specifically for gyms. The most enjoyable part of Sage Intacct for us is the reporting functionality. The flexibility to see the data in various ways and drill down into it. Additionally, the fixed assets module in Sage Intacct has saved us thousands of dollars because we no longer depend on a CPA for those calculations. Lastly, our account managers have been excellent at answering our questions and concern. Their response time is amazing!
Pros
- Reporting is by far their strongest module. Between the prebuilt reporting module and custom report writer there are few limits on what you can create. We frequently need to have granular information.
- Community. I currently lead the Portland User Group which meets once a quarter to collaborate about Sage Intacct and we each use it to benefit our business. Between user groups and the online community forum there's a multitude of resources to bring users together to help make Sage Intacct an even better financial ERP.
- Accounts payable is our most frequently used module. The bill payment screen and registers make paying our bills a piece of cake!
Cons
- Their fixed assets module needs some updating. We appreciate being able to add assets as we pay the bills but that same functionality should exist in the general ledger as well. The nagivation between the various parts of the module is clunky and difficult.
- The user interface is still in beta, but it stills needs some updating. The menus are a pain to navigate. They need to allow each user or even each company to create a custom "board" with a workflow that allows users to place their most frequently accessed areas on one screen.
- I don't like that the performance cards on the dashboard are only available on the entity level. They should be available at the top level.
- In the area of fixed assets we've saved thousand by not outsourcing those functions to our CPA. Tracking them in house has been relatively simple.
- Sage Intacct has saved us a tremendous number of hours a week creating and sending out reports. Having reports automatically sent to our executives and managers every month has helped us tackle expense overspending and provided them the information they need to make decisions without waiting on the accounting department.
- All of the time savings from automated processes and more in depth fiancial information has freed our business to focus on our fitness training programs and sales. This is producing better training for our clients which is leading to better and longer customer retention.
We use automation in the general ledger and accounts payable modules. Automating GL entries and AP bills has helped us make a better prediction of our net income at the end of each month. This prediction has helped us discover when and where our sales are struggling and caused us to completely redo how we incentivize our sales staff. The top down automation and the time it frees up are translating into real business changes.
We do not utilize these modules at this time.
We selected Sage Intacct because of it's much lower price and it's much more user friendly. Even out non-accountants cna easily navigate and find what they need within Sage Intacct. The last and most important reason is their customer support. Our account manager is always a phone call away if we ever experience any issues or have any questions.
Sage Intacct Feature Ratings
Using Sage Intacct
11 - We are a fitness company operating multiple locations. Users represent membership sales, club management, human resources, finance, and business ownership.
1 - I, as the Finance Director, am the only one supporting Sage Intacct in-house. Sage Intacct is best utilized by those companies that have multiple individuals in their finance department. Sage Intacct is not complicated but users need to at least be comfortable using modern software and the internet.
- Sage Intacct is moainly used in our organization for its core accounting functions.
- We've been highly impressed with bringing our fixed assets into Sage Intacct. It's saved us thousand of dollars in CPA costs and it runs quite smoothly.
- We're exploring the idea of moving our accounts receivable/CRM into Sage Intacct from a seperate system. This would be a massive movement of information but greatly streamline all operations.
- We're definitely interested in the Budgeting and Planning and Custome Report Writer recently released. Both would provide insight we desperately need.
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