The best that we could find for our needs.
October 16, 2018

The best that we could find for our needs.

Jana Cotta | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Overall Satisfaction with Sage Intacct

Our company has rather complex accounting for our costs and receipts, because of our multiple entities. We found Intacct to be useful because it passes the criteria that is required by our compliance rules for our industry, and our CPA firm can also log on and use our data for tax reporting.

Pros

  • Being web-based, multiple users can log in and complete transactions from any location
  • We are able to split expenses among multiple entities, and then roll-up to the parent company
  • It passes the necessary privacy and compliance requirements for FINRA

Cons

  • We would like to be able to customize more fields
  • We would like to be able to make adjustments to the field names without needing to use a programmer
  • The Projects module was necessary for our business, but it has several limitations
If we are talking about the integration of other softwares, then we only refer to our expense-reporting software, Expense Cloud. We have had a few glitches, but it's greatly appreciated that we can integrate the two.
It is well suited for the financial industry, however, we find the Projects module to be less-than-perfect. We need it so that we can pass our expenses along to the funds that we manage, but making adjustments (especially credits) or adding detail to invoiced lines is often very labor-intensive or impossible.

Sage Intacct Feature Ratings

6.7
Accounts payable
9
Accounts receivable
3
Cash management
6
Bank reconciliation
Not Rated
Expense management
7
Time tracking
Not Rated
Fixed asset management
7
Multi-currency support
Not Rated
Multi-division support
6
Regulations compliance
9
Electronic tax filing
Not Rated
Self-service portal
6
Global Financial Support
Not Rated
Intercompany Accounting
8
Journals and Reconciliations
6
Enterprise Accounting
Not Rated
Configurable Accounting
Not Rated
Centralized Rules Framework
Not Rated
Standardized Processes
Not Rated
Not Rated
Inventory tracking
Not Rated
Location management
Not Rated
Not Rated
Pricing
Not Rated
Order entry
Not Rated
Credit card processing
Not Rated
End-to-end order visibility
Not Rated
Not Rated
Reimbursement management
Not Rated
4.5
Dashboards
Not Rated
Standard reports
7
Custom reports
2
Not Rated
API for custom integration
Not Rated
Plug-ins
Not Rated
10.0
Role-based user permissions
10
Single sign-on capability
Not Rated

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