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Sage Intacct for Family Management Company
Updated February 17, 2022

Sage Intacct for Family Management Company

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Sage Intacct

We have been using Intacct for all our family companies. It makes booking journal entries across the board much easier and we can work from anywhere as long as we have a laptop and internet since it is web-based. It is very simple and easy to use, the interface is straight forward.
  • Web-based
  • Booking journals entries across the board easily
  • Integrates with other apps
  • The new bank reconciliation is ridiculously complicated. It seems like its been designed by a software engineer not an actual user. Too many options to choose and so many buttons to push. We all prefer the current one.
  • Since we manage multiple entities the intercompany tranction function is really helpful, it makes everything easier.
Order management helps us record and track purchase orders without it showing up on GL. It is easily converted to a sales invoice and you can see the audit trail of the whole process. Attachments are there for you to lookup. You can also customerize the format and layout of your sales order and sales invoice to make it suit your company's specific needs.
We use the multi-entity function and it is a life saver. We used to used Great Plains and later Quickbooks, but each program requires us to switch between entities if we need to record JEs or do anything. Now we can book inter-company journal entries all at one place. It saves so much time.
If you are doing accounting for several companies it is really simple to use Intacct because you don't need to switch back and forth between your companies, saves a lot of time and energy. However, if you have to have an audit trail for some of the transactions you won't have it because you can delete the transactions and once you are done it is gone, nowhere to be found.

Sage Intacct Feature Ratings

8.6
Accounts payable
9
Accounts receivable
9
Cash management
9
Bank reconciliation
8
Expense management
Not Rated
Time tracking
Not Rated
Fixed asset management
Not Rated
Multi-currency support
Not Rated
Multi-division support
Not Rated
Intercompany Accounting
9
Journals and Reconciliations
9
Configurable Accounting
7
Centralized Rules Framework
Not Rated
Standardized Processes
Not Rated
Inventory Management ()
Not Rated
8.0
Pricing
Not Rated
Order entry
8
Credit card processing
Not Rated
End-to-end order visibility
Not Rated
Not Rated
Reimbursement management
Not Rated
9.0
Dashboards
9
Standard reports
9
Custom reports
9
9.0
API for custom integration
9
Plug-ins
Not Rated
9.0
Role-based user permissions
9
Single sign-on capability
9

COVID-19 Updates & Changes

we are currently using Bill.com and Yooz to manage our AP and AR functions, and Expensify to manage the expense reimbursements. It makes quite a big difference for us especially when we don't meet in person and online interactions is the main way of communication now. it helps smooth the workflow and saves our time.
everything is online so as long as we have a laptop and internet we can work from anywhere. with the integration with other apps such as expensify for expense reimbursements, and Yooz and Bill.com to help us with AP and AR, we can make payments and receive payments as well as manage bill/invoices online.