Sage Intacct - View from a Not-for-Profit
August 10, 2018

Sage Intacct - View from a Not-for-Profit

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Sage Intacct

It is our accounting system, we use the general ledger, accounts payable, order entry and accounts receivable [modules].

Pros

  • Use of dimensions allows for more meaningful financial statements.
  • The learning curve on using Intacct is short.
  • The dashboards are easy to set up and easy for users to use to access their financial information.

Cons

  • Report writing is time-consuming.
  • There is no general ledger report which has the account numbers in the body of the report in order to use the general ledger data in a table format.
  • Column widths on standard reports are not adjustable.
  • Formulas don't come over with reports into Excel.
  • I think it's very expensive for a non-profit to use when you compare it to QuickBooks. I wouldn't recommend a small to mid-size company change unless QuickBooks really won't work anymore.
The automated inter-company transaction tracking has helped us quite a bit. Other than that, I haven't implemented any automation.

As a smallish non-profit ($12 million revenue), we have limited accounting resources so there isn't a lot of time or money for researching and implementing new automation. I had to stop using my implementation partner because it was too expensive.
Only use the intercompany portion and it's automatic.
We were able to integrate the software relatively easily.
It is suited to managing multiple grants and funders. I have not figured out the best way to eliminate the carryforward of dimension balances after the close of a year.

Sage Intacct Feature Ratings

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

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