Item: Sage Intacct
Rating: 6
Author: Verified User

Use Cases and Deployment Scope

It's being used as the primary ERP system for the company. I am not aware of all of its uses within the company, but I do know it is used in the billing and revenue reporting functions, as well as for professional services, expenses, GL, and a few other functions as well.

Pros and Cons

Order Entry module is highly customizable and flexible to use
Integration with Salesforce CRM and other applications (Avalera, 2CP, etc) is useful

Transition from Order Entry module to Contracts module seems to be not smooth or intuitive
Contracts module appears to be a much more aesthetically-pleasing application, however many essential things are difficult to view/access/modify, hurting the overall UX
Contracts module is apparently difficult to modify and customize, resulting in serious hiccups in creating a functional workflow from coming from OE

Return on Investment

Has helped track and streamline collections and AR efforts, improving overall cashflow

Sage Intacct Automation

Automation efforts appear to have been a bit too late for our company to make good use of them, resulting in heavy customization in the older Order Entry module, and a difficult transition to the more automation-focused Contracts module. Automation could be highly beneficial to a company that is just starting out with Intacct or is small enough to adapt their workflow to the newer processes, but larger volume companies may struggle to integrate automation into their workflows after the fact.

Ease of Integration

The support representatives we've been working with to implement 606 and Contracts module appear to not be as familiar with Contracts module functionality as we'd have hoped. They have been receptive and helpful trying to help work with our implementation company to implement Contracts module, but there have been some limitations based on the gap in understanding of both accounting workflow and Contracts module itself, as well as communication issues between all three parties.

Likelihood to Recommend

Intacct appears to be optimized for more simplistic sales structures, particularly in the Contracts module. When complex billing scenarios are presented, the Contracts module struggles to provide adequate solutions and results in the necessitation of highly customized workarounds and unintuitive solutions. The larger a company is, in terms of billing volume, and the more complex the billing scenarios (upsells to original, existing orders, etc.) the more difficult it becomes to use Intacct (specifically Contracts) in a way that is efficient or effective.

Current OE user

Overall Satisfaction with Sage Intacct