Sage Intacct - a great ERP option whatever industry or size organization you are
April 15, 2020

Sage Intacct - a great ERP option whatever industry or size organization you are

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

Overall Satisfaction with Sage Intacct

We use Sage Intacct as our ERP for the whole organization. My organization is a nonprofit in the real estate development industry. We use Intacct to manage our core financials (headquarters) but also manage our construction projects and our portfolio of leased affordable housing units. The dimensions allow us to track our financial data far beyond just numerical, including grant source, restriction, project/property, construction draw number which was a custom field we created, fund, and item code just to name a few.

Pros

  • Dimensions - default or customized ways to track transactions
  • Integrations - best in class, see the Intacct marketplace for just a few of the partners out there
  • Nonprofits - a great ERP solution for nonprofits whether small medium or large
  • Custom Reports - offers almost endless reporting capabilities

Cons

  • Export formats - .XLS is from 97-2003 Excel, there should be support for .XLSX by now
  • Increased fundraising due to better fund and restriction tracking
  • Grant reporting expedited
  • Dashboards have provided greater transparency to board of directors and investors
Since I started, we have gradually added recurring transactions which eliminates some of the manual work that has to be done each month to close the books.
We are multi-entity and use the project and purchasing modules to track our real estate portfolio and construction projects. Every year the auditors have to make quite a few adjusting or consolidating entries and gradually we hope to eliminate this from the audit process and have a much more clean, accurate set of books.
We selected Sage Intacct because we believe it will grow with us well into the future, wherever our strategy plans takes the organization.
I have used Sage Intacct now for 5+ years as a main user and system administrator (Finance Director) across 2 different organizations in two different industries. The way Sage Intacct was built (Salesforce platform) is really user-friendly and allows for almost any organization to use it, regardless of size or industry. In both my roles, the organization outgrew their previous financial reporting software, one of the situations I was part of the decision to go with Intacct and in the other situation, I took the role because they had already selected Intacct. The great thing about Sage Intacct is that it is so versatile and open, the organization will likely never have to replace Intacct and find a new solution because they outgrew it and my guess is that like myself, most Sage Intacct customers have added additional modules or integrations from the marketplace after they signed up on Intacct and went live.

Sage Intacct Feature Ratings

9.5
Accounts payable
10
Accounts receivable
10
Cash management
9
Bank reconciliation
10
Expense management
10
Time tracking
9
Regulations compliance
8
Self-service portal
10
Enterprise Accounting
10
Configurable Accounting
10
Standardized Processes
9
10.0
Location management
10
10.0
Order entry
10
10.0
Reimbursement management
10
10.0
Dashboards
10
Standard reports
10
Custom reports
10
9.0
API for custom integration
10
Plug-ins
8
10.0
Role-based user permissions
10
Single sign-on capability
10

COVID-19 Updates & Changes

In my own experience with two organizations, I have used Bill.com, Nexonia, Tallie, JosephEve's Fixed Assets, American Express Vender Payment Services, and Sage Intacct Budget & Planning (SIBP). While each of these addressed different financial reporting needs and some were partially integrated and others completely integrated with Sage Intacct, the number of options in the marketplace are the most I have seen of any ERP (and the number keeps growing every year).

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