Choose Sage Intacct for Automation
May 18, 2020

Choose Sage Intacct for Automation

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Sage Intacct

We are using Sage Intacct as our ERP. Because is it cloud based and integrates with hundreds of applications it is the corner stone of our paperless AP department. We have integrated it with an invoicing solution and have recently on boarded an expense reporting tool that will be integrated with Sage Intacct through the API.

Pros

  • Integration.
  • Vendor master file management.
  • Accounts payable.
  • General ledger.

Cons

  • Form 1099-MISC compilation and filing.
  • Reporting can be cumbersome, must have experience with a report writer.
  • Dashboards - They tout Dashboards but they can be difficult to understand how to use.
  • We have been able to automate and digitize processes.
  • We have been able to work remotely.
  • The bank reconciliation needs work. Our bank feed is not yet functioning.
  • We have been able to customize the system without the use of our IT department.
  • We can create reports needed for regulatory compliance ourselves.
We have benefited from automation enormously. During this unprecedented time of Covid-19 we have been able to continue to process 100% of our accounts payable due the integrations with Sage Intacct, Yooz and Certify. Because of our Sage Intacct customizations and integrations we have seen how easily we can work remotely.
We have explored and seen demonstrations for the "expense management" module, however we found it limiting in scope and not suitable for our needs. None of the other modules actually fit our needs.
There are literally hundreds (if not more) of platforms that seamlessly and directly connect to and integrate with Sage Intacct. Whether you are needing to integrate a paperless AP workflow, Time and Expense, Payroll or even regulatory compliance such as Form 1099-MISC, there is an application that will directly connect to Sage Intacct to streamline your processes and procedures.
We evaluated Netsuite as well and found it to be bulky and cumbersome.
Sage Intacct is very suited for integrating automation. We have integrated both an automated AP workflow as well as Travel and Expense. The dimensions structure of the general ledger has allowed us to streamline our general ledger whereas before we had hundreds of GL accounts. Updates are made on a quarterly basis and the Intacct Community is a wealth of information where you can gain insights into how other users are leveraging Intacct.

Sage Intacct Feature Ratings

7.4
Accounts payable
9
Cash management
8
Bank reconciliation
5
Fixed asset management
6
Regulations compliance
7
Journals and Reconciliations
8
Configurable Accounting
8
Centralized Rules Framework
Not Rated
Standardized Processes
8
Inventory Management ()
Not Rated
Order Management ()
Not Rated
Payroll Management ()
Not Rated
10.0
Dashboards
10
Standard reports
10
Custom reports
10
10.0
API for custom integration
10
10.0
Role-based user permissions
10
Single sign-on capability
10

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