Experiences from an outsourced CFO
October 26, 2018

Experiences from an outsourced CFO

Alex Diaz-Asper | TrustRadius Reviewer
Score 8 out of 10
Vetted Review

Overall Satisfaction with Sage Intacct

We are an outsourced accounting and CFO company. Many of our clients use Intacct via our console.
  • True SaaS cloud platform
  • True accrual system that is cost effective
  • Ease of use
  • Import of credit card and bank activity
  • Invoicing and changes
  • Managing contacts on invoicing
  • Positive impact. It is our preferred solution for clients.
We use Intacct for GL. Bill.com for AP. Sometimes we use it for AR but it is clunky.
Works great with Bill.com.
Xero and QuickBooks Online now. In the past MS Dynamics.
For our customers that are venture capital backed and need a scaleable solution that is still cost effective today.

Sage Intacct Feature Ratings

Accounts payable
10
Accounts receivable
5
Cash management
3
Bank reconciliation
9
Expense management
Not Rated
Time tracking
Not Rated
Fixed asset management
Not Rated
Multi-currency support
9
Multi-division support
9
Regulations compliance
Not Rated
Electronic tax filing
Not Rated
Self-service portal
1
Global Financial Support
Not Rated
Intercompany Accounting
Not Rated
Journals and Reconciliations
9
Enterprise Accounting
9
Configurable Accounting
9
Centralized Rules Framework
Not Rated
Standardized Processes
Not Rated
Location management
9
Pricing
Not Rated
Order entry
Not Rated
Credit card processing
Not Rated
End-to-end order visibility
Not Rated
Reimbursement management
Not Rated
Dashboards
Not Rated
Standard reports
9
Custom reports
6
Not Rated
API for custom integration
Not Rated
Plug-ins
Not Rated
Role-based user permissions
10
Single sign-on capability
10