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SAGE - worth it or not?
Updated October 12, 2022

SAGE - worth it or not?

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

Overall Satisfaction with Sage Intacct

Currently just the accounting department but planning to extend to the rest of the organization in the coming years. With the real time feature we are able to change items instantly and see the result and the way we post income has improved dramatically.
  • Accounting payables.
  • Posting income.
  • Drill down capabilities.
  • Real time information.
  • The ACH block in Sage is not approved by our bank because it doesn't have debit and credit piece and several people seem to have problems with it...hoping it gets fixed soon.
  • Wish more of the add ons would come included...like the prepaid expenses piece.
  • Ability to pin point major expenses and the reason behind them.
  • Able to calculate if a department is profitable or not.
  • To see clients that are bringing the most revenue at the touch of a button.
Our organization went from a very simple system to Sage so our processing as improved dramatically! Payables used to take us days and now takes us hours. We are still figuring out the AR piece but so far we like it and we are greatly impressed! It has greatly improved how we see income and able to put it in our financial statements.
We currently don't use these.
We used CLA and they were an amazing asset to help with implementation.

Do you think Sage Intacct delivers good value for the price?

Yes

Are you happy with Sage Intacct's feature set?

Yes

Did Sage Intacct live up to sales and marketing promises?

Yes

Did implementation of Sage Intacct go as expected?

Yes

Would you buy Sage Intacct again?

Yes

We ended up going with Sage due to price, ease of use, and customer services. Also the support platforms are amazing! If you have a problem you can post about it and get answers in minutes. They also offer peer conferences which are great so you can learn new things without having to travel too far or wait for the big conference in the fall.
Well suited: real time financial information and drill down capabilities -- being able to match expenses to the very invoice has been amazing to our organization. Less appropriate: We are currently having trouble with the ACH side of the accounts payable piece so if your bank requires a debit and credit in the ACH block then be prepared.

Sage Intacct Feature Ratings

7.5
Accounts payable
7
Accounts receivable
7
Cash management
8
Bank reconciliation
8
Expense management
7
Time tracking
Not Rated
Fixed asset management
Not Rated
Multi-currency support
Not Rated
Multi-division support
Not Rated
Regulations compliance
Not Rated
Electronic tax filing
Not Rated
Self-service portal
Not Rated
Global Financial Support
Not Rated
Intercompany Accounting
Not Rated
Journals and Reconciliations
8
Enterprise Accounting
Not Rated
Configurable Accounting
Not Rated
Centralized Rules Framework
Not Rated
Standardized Processes
Not Rated
Not Rated
Inventory tracking
Not Rated
Location management
Not Rated
7.5
Pricing
Not Rated
Order entry
8
Credit card processing
7
End-to-end order visibility
Not Rated
Not Rated
Reimbursement management
Not Rated
6.7
Dashboards
7
Standard reports
7
Custom reports
6
Not Rated
API for custom integration
Not Rated
Plug-ins
Not Rated
8.0
Role-based user permissions
8
Single sign-on capability
8

COVID-19 Updates & Changes

We only integrated one and it was very easy but it was also a sage product.
It helped very much we wouldn't have been able to go remote as well as we did without it.

Using Sage Intacct

3 - Accounting Team
1 - IT
  • Accounts Payable
  • Accounts Receivable
  • Order Entry
  • Remote Working
  • Running New and Improved Reports
  • Fixed Assets
  • Tracking AR
We love Sage Intacct and plan to expand using it.

Evaluating Sage Intacct and Competitors

Yes - It replaced Navigator our old g/l system
  • Price
  • Product Features
  • Product Usability
  • Product Reputation
Usability and the drill down capabilities
We wouldn't

Sage Intacct Implementation

It was very quick and CLA was easy to work with
  • Third-party professional services
CLA
  • Time

Sage Intacct Training

  • In-Person Training
It was fast and knowledgeable.

Configuring Sage Intacct

We told CLA what we wanted and they configured it...it was pretty smooth and painless.
Make a list of what you want and how to get it.
Some - we have done small customizations to the interface - Very easy
nope

Sage Intacct Support

ProsCons
Quick Resolution
Knowledgeable team
Kept well informed
Immediate help available
Support cares about my success
Poor followup
Problems left unsolved
Escalation required
Need to explain problems multiple times
Slow Initial Response
We did not because we have IT in house and haven't experienced many problems.
Yes - One problem is still ongoing but all the other ones were fixed really quickly.
We had a dynamic allocation problem and they did really amazing work getting it fixed and resolved.
They are normally very fast and helpful.

Relationship with Sage

They were very easy to work with and fabulous.
We can still reach them and get help with our needs.
Price
Be specific on needs and wants

Using Sage Intacct

ProsCons
Like to use
Easy to use
Well integrated
Quick to learn
Feel confident using
Unnecessarily complex
Requires technical support
Inconsistent
Cumbersome
Lots to learn
  • AP
  • Cash Management - Balancing the accounts
  • Order Entry
Very user friendly

Sage Intacct Reliability

Always available when we need it
Never have a problem accessing it
We have a lag problem currently but Sage is working on fixing that problem.