Sage Intacct - What I Like About You!
November 12, 2019

Sage Intacct - What I Like About You!

Glen Hatheway | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Sage Intacct

Sage Intacct is currently being used by our entire organization. We use it to track financials including distribution of monthly reports to staff by their specific ministry. They can see Actual vs. Budget amounts on their monthly reports. This begins dialogue with them when something looks unusual. We also use Sage Intacct for our annual Audit with our External Auditors. Lastly, Sage Intacct is used to create our monthly reports like Balance Sheet and Income Statements that are reviewed with our Trustees. It provides us with all the Financial detail we require.

Pros

  • Expandability - Sage Intacct can be expanded very easily. We have added additional campuses in the last 3-4 years and all we had to do was add another location and the income/expense categories transferred with it.
  • Report Generation - we have established some 200 automatic reports that are simple to establish in Intacct and also distribute to our users email address. This provides them the capability to see results soon after our month end close is completed.
  • User set up and maintenance - very easy to add users and/or change reports for them, expand their access, or make them inactive when we have staff turnover.
  • User Interfaces - we have API's set up with multiple external vendors. This was very easy to establish once the requirements were determined. Sage is always adding additional companies their product will interface with easily.

Cons

  • The only item I can think of is adding an interface to our payroll system - Paycom. I know Sage has been working on this, it would help us with automation of Payroll files (Journal Entries) into our Intacct system.
  • We are able to perform allocations from our Central operations into our campuses on a monthly basis. This really helps us when it is time to analyze a campus to see if they are profitable from a direct expense versus allocation methodology.
Northview Church has definitely benefited from these items. The G/L system only lets you post balanced entries, we can post journal entries extremely easy and some of the more complex entries can be uploaded. Our A/P system comes from automation of Bill.com and Tallie interfaces into the system. We track all A/R and generate reports monthly to see where those are currently. We are not using an order management system at this time.
Northview Church is not using any of these modules listed above. We do utilize the "location" feature as one of our dimensions and the system is extremely expandable.
Once we had the integrations of our external vendors established, Sage Intacct made it very easy to apply, track, and reconcile the data from the external sources. We have been pleasantly surprised at the ease of utilizing these interfaces going forward.
We transitioned from Shelby about four years ago to Intacct. We were at a stand still with them as far as expansion goes. Again, Intacct provides us with unlimited expandability for additional campuses here at Northview Church. We also discussed other systems with our partner, CLA, and they recommended Sage Intacct.
Any business that believes it will expand or grow in the near future should consider Intacct. Their software is very easy to use, very easy to build reports in, very easy to run specific reports, close at month-end, and it captures all the Financial data necessary to perform audits and run your business.

Sage Intacct Feature Ratings

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

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