Think, plan, do automation. IntacctUnspecified8.3716101
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Updated January 02, 2019

Think, plan, do automation.

Score 10 out of 101
Vetted Review
Verified User
Review Source

Overall Satisfaction with Sage Intacct

We use Sage Intacct as our ERP system. The system is a financial hub that has integrations with multiple other Saas software.
  • Extremely easy to navigate around the system.
  • Excellently configured to create custom processes and workflows with their Custom Application module.
  • Consistent never-ending enhancements. Absolutely fantastic.
  • Intergrate with most other Saas applications.
  • Attaching supportive documentation is too cumbersome.
  • The time saved through automation paid for the system within 6 months.
  • Access to the system at any time from anywhere in the world.
  • Real-time data are more visible to all staff.
Integrated supplemental software such as,,, and SAP Concur with Sage Intacct resulted in our payables process to be 100% automated and reduced the workload of our AP Department with 70%.
The revenue recognition module has been a superstar for us. A simple click once a month replaced a complex time-consuming spreadsheet.
I use three integrations, namely Adaptive Insights,, and Brittenford Systems with no problems. I did not need the Technology Department for setting it them up.
Sage Intacct has more modules that are part of their base software as supposed to NetSuite.
Sage Intacct is well suited for medium to large-sized organizations. Their new budget module could be a bit more robust but is an excellent start.

Sage Intacct Feature Ratings

Accounts payable
Accounts receivable
Cash management
Bank reconciliation
Multi-division support
Regulations compliance
Intercompany Accounting
Journals and Reconciliations
Enterprise Accounting
Configurable Accounting
Centralized Rules Framework
Standardized Processes
Order entry
End-to-end order visibility
Standard reports
Custom reports
API for custom integration
Role-based user permissions

Not-For-Profit Usage

Sage Intacct Benefits

Integration with other cloud solutions. Improve automation.
Custom applications. Creating custom processes.
Easy process or workflow setup. Ease of use.

Systems Integrated With

  • Adaptive Insights
  • SAP Concur
SAP Concur and import transactions and source documents.
Adaptive Insights imports account balances.

Integrations setup was done without IT help. Was very easy and quickly done.

Sage Intacct Dashboards

Dashboards have created real-time visibility of processes and transactions to our whole organization. Non-accounting staff love that they can drill down to the source documents via the dashboards. Staff obtains transaction information immediately as supposed to waiting for a response from the finance department.

Sage Intacct Consolidation

The multi-entity works fantastic. The functionality is swift and quick.

Sage Intacct Mission

Sage Intacct has given, not just me, but all staff at ACVB the ease and ability to collaborate across departments and stakeholders. Since implementation, the lines of communication regarding real-time and future finances and processes have truly opened up and broken up the silos among us all, thus allowing for more effective, efficient, and accessible collaboration. This collaboration ensured that decisions are taken informatively and quickly enabling efficient managing 150 programs that support our mission.

Hi-Tech Usage

Sage Intacct Reporting

Our membership grew with 10%.

Sage Intacct Revenue Recognition

Revenue recognition used to be very time
consuming, the finance team used to spend 4-5 hours every month on
spreadsheet-based revenue recognition, but now the entire workflow is completed
in seconds through Intacct’s sophisticated capabilities.

Sage Intacct Impact

The multi-dimensional ledger is considered to be a standard feature that an organization should expect. I forget that this is a special feature that many organizations do not have or use separate software. I cannot imagine a solution not having this feature. Zero time is spent except for running a report to get consolidated results. Absolutely fantastic.

Sage Intacct Salesforce Integration


Using Sage Intacct

Users and Roles

30 - Non-finance staff:
Order entry

Finance staff (5 people):
All business functions.

Support Headcount Required

4 - Finance staff only.
For a small finance department, must train staff gradually in all aspects of Sage Intacct.

Business Processes Supported

  • Running financial reports.
  • Dashboards that track specific transactions for other departments.
  • Custom applications.

Innovative Uses

  • We streamlined most of our financial processes for dramatic time savings and improved value-added services to customers, our staff, and any other stakeholders. We created dynamic workflows for most of our core business processes. An example of an extensive value-added efficient process involves a workflow we created for our most valued business process, which is recording and tracking future concessions payable to customers. We have a unique situation where our customers become vendors sometime in the future. An agreement is reached with a customer for a deliverable within one to 15 years from today. At the end of an event that was agreed upon 15 years prior, for example, payment must be made to the customer. These concessions used to be recorded into a spreadsheet once a quarter resulting in long overdue concession payments. These delays would cause customer complaints and in certain cases prevent recurring business that could amount to millions of dollars’ worth of financial impact to our community. Future concession commitments are now recorded and tracked as the transaction occurs. We have had not one delayed concession payment since the process has been created.
  • We also took advance of Sage Intacct’s Platform Services which allows for customizing your company to meet your unique business processes through completely custom platform applications. A Vendor Relationship Management (VRM) custom application was built to store and track all our vendor correspondence. Agreements, leases, insurance policies, and general correspondence are linked to bills for easy reference. By drilling in on the VRM object links below the electronic bill, any related documents for example, an insurance policy can be found. In addition, smart events are send to contract owners when agreements are about to expire resulting in proactive decisions. Sage Intacct’s Collaboration feature is part of many activities in the VRM. Questions, clarifications, and instructions between the finance team and other departments and among finance staff have tremendously improved communication.

Future Planned Uses

  • Budgeting. A new comprehensive budget module was released that seems very promising.
  • Create a vendor portal.

Likelihood to Renew

There is no denying that there is a direct correlation
between ease, accessibility of internal processes software and generation of
revenue. Sage Intacct and its cloud solutions are sophisticated software tools
that combine the ease of process management with predictability. Sage Intacct
has allowed my team and me to convert, combine, and automate a cluster of manual
processes that were difficult to work with and interpret. Financial insight can
now be discussed with confidence by using the financial hub as a reference,
which can be quickly accessed for a snapshot of the most current data. This
allows me to advise and collaborate with other departments, including sales, on
how the finance team can help them generate revenue.

Evaluating Sage Intacct and Competitors

Products Replaced

Yes - IBM AS400. Integrating with other solutions was very difficult.

Key Differentiators

  • Price
  • Product Usability

Evaluation Lessons Learned

I would not change anything.

Sage Intacct Implementation


Ensure to use a reputable party that has many years of experience.

Implementation Details / Implementation Partner

  • Third-party professional services

Implementation Phases

Change Management Lessons

Change management was minimal - Was not a problem.

Implementation Issues

  • No issues.

Sage Intacct Training

Training Types Used

  • Online training
  • Self-taught

In-Person Training

Online Training

The tools comprise of short videos, manuals, help function, and webinars that was greatly presented.

Ease of Sage Intacct Training


Configuring Sage Intacct

Product Configurability


Configuration Lessons

Do not be afraid. Explore and play with the software.

UI Customization

Some - we have done small customizations to the interface - Very easy, however, we used our implementation vendor for help.

Extensibility and Customization

No - we have not done any custom code

Additional Customization Considerations

A subscription process has been created in Sage Intacct. We are a
membership organization and receive dues. Dues have been billed out of legacy
software and we wanted to maintain control within our ERP software, however,
the legacy system had many shortcomings about handling best practices. For
example, pricing of dues was calculated in a spreadsheet and quoted verbally.
Prices were often discounted by account executives and were easily explained
away by referring to a very complicated price list. Dues were calculated based
on categories that have separate base prices and multiple variables. Prior to
Sage Intacct, the dues were obtained from paper membership applications that
had uncontested dues pricing. Now, dues follow a properly constructed best
practices process provided by Sage Intacct. Quotes are created by the account
executive based on a pricelist that calculates the complex calculation very
easily. Discounts are properly recorded in a separate line item. Quotes are
reviewed by a manager and convert them to an order. The finance team convert
the orders to invoices. As a result, a proper review process is now in action, dues
are now calculated correctly and there are fewer discounts. This has led to a
10% increase in dues revenue.

Sage Intacct Support


Support is knowledgeable and swift.

Sage Intacct Customer Support Pros and Cons

Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
No escalation required
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response

Premium Support

No - I expect first class support from a first class system.

Bug Resolution

Yes - Yes, the bugs were resolved within seven days. Absolutely fantastic resolution time.

Exceptional Examples of Sage Intacct Support

We implemented Sage Intacct’s Prepaid Expense Amortization application. The implementation manager was exceptionally well organized and ensured the project was successful. A few months after the project was completed I needed help on the module. I submitted a case to support and unexpectedly the implementation manager reached out to me to help. I thought this was great as I was expecting a regular support person. The implementation manager was notified by the support that one of her "customers" needed help. I thought it was great that the person who received the case automatically referred the case to the implementation manager. She knew my setup and resolved my problem very quickly.

Relationship with Sage

Pre-Sale Experience

They were very knowledgeable and not aggressive.

Post-Sale Experience

They remained professional at all times.

Key Negotiation Points

We received a large discount since we are a non-profit organization and continue to receive on our business user licenses.

Dealing with Sage

Be honest, upfront, and polite.

Future Edition Upgrade Plans

Using Sage Intacct


The system has a logical outline in all areas. Setup and regular processing are easy to follow. The system handles very complex workflows easily.

Usability Pros and Cons

Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Quick to learn
Feel confident using

Easy Tasks

  • Report setup.
  • Creating custom applications.
  • All transaction processing.

Difficult Tasks

  • Adding attachments of supportive documentation.

Mobile Interface Availability and Impressions

Yes - Works very well.

Sage Intacct Reliability


We keep adding more specialized transaction processes with no problems.

Reliability and Availability

Never experienced any access problems.


Never ever have any problems.

Integrating Sage Intacct

Future Integration Plans

  • Simpleview

Types of Integration

  • File import/export
  • API (e.g. SOAP or REST)
Expenseconnect from Brittenford

Integration Lessons Learned

If there is a will there is a way.

Upgrading Sage Intacct

Upgrade Process

Yes - No.

Upgrade Benefits

  • Enhanced tools that are easier to use.

Anticipated Benefits from Future Upgrades

  • Ease of use.

Migrating Between Editions