Sage Intacct Review
Briley Acker, CPA | TrustRadius Reviewer
October 24, 2018

Sage Intacct Review

Score 9 out of 10
Vetted Review
Review Source

Overall Satisfaction with Sage Intacct

Our clients use Sage Intacct to enhance their non-profit reporting and visibility.

The reporting and user/purpose specific dashboards save management time in distributing reports, and also provide real time info.
  • Filtered reports, views, and dashboards make for speedy information access.
  • The permissioning and role setup is pretty straight forward. I really like that we can limit user access to entities and departments in multi-entity environments.
  • The user preferences and setting up of dashboards and other screens as home pages makes for a nice wow-factor in demos.
  • The project dimension has some limitations for reports. We cannot filter account groups on project groups, which is really frustrating when building project based reports.
  • The ability to print individual reports by dimensions other than locations and departments would be really helpful.
  • I honestly don't know.
Automation has been very helpful for the month end reconciliation/close of the subledgers. We also really like the automation that comes with integrating 3rd party solutions like, etc.
Project costing and labor hour tracking in the project module is really helpful, especially for clients billing for hours or looking for more advanced step allocations.

Multi-entity and multi-currency processing is also a vital functionality that we need for many of our clients.

I have not employed spend management or contract management yet.
The web service user setup and security set up is very straight forward. It's great for clients that need Bi360/Adaptive,, or Tallie.

Integrations for CRM/Salesforce are a bit more difficult to set up and aren't available for SIAP clients, so that part has been a struggle for our group. The expense and AP integrations have been great.
So much easier to implement and run reports than on-premise solutions like Microsoft Dyanmics GP/SL, or Sage.

The dashboards are so easy to set up and user friendly, so they are great value adds and differentiations.
Sage Intacct is great for non-profits looking for best in breed solutions. We sync our clients to, etc. and having the ability to provide these solutions easily is great.

Clients with more than 3 business users are tough fits from pricing stand point because nfp's are generally very budget conscience.

Sage Intacct Feature Ratings

Accounts payable
Accounts receivable
Cash management
Bank reconciliation
Expense management
Time tracking
Multi-currency support
Intercompany Accounting
Journals and Reconciliations
Configurable Accounting
Standardized Processes
Order entry
Credit card processing
Standard reports
Custom reports
API for custom integration
Role-based user permissions
Single sign-on capability