Item: Sage Intacct
Rating: 9
Author: Verified User

Use Cases and Deployment Scope

Intacct is our general ledger system used to track all of our financial transactions. The system is used cross-functionally to streamline procurement as well as provide insight to sales users with respect to customer information. The system addresses our need for centralized information related to the finances of the business and assists us in generating meaningful reports.

Pros and Cons

Customer management
Billing
Vendor management

Reporting
CRM Integrations
Support

Return on Investment

Increased visibility for sales team.
Improved collections process.
Improved AP process.

Usability

Intacct has a great user interface and is extremely streamlined. Great user experience! The ability to reconcile the bank account within the system is a huge time saver. The new features like bank feeds are also helpful in increasing efficiency and accuracy for the month-end close. We utilize these features on a daily basis to keep track of our business.

Support Rating

Our support has been good for the most part. Outside of some instances, we have received adequate support in a reasonable amount of time. We have run into some situations where certain issues needed to be escalated to Sage since our retailer support team was unable to address these issues for us.

Key Insights

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

Sage Intacct Automation

We have benefited from some automation. Specifically, we utilize the upload data feature within Intacct to make posting journal entries (recurring) easier on a monthly basis. We also use recurring revenue recognition schedules which automatically post revenue for us. This is critical in a SaaS environment so we have accurate and timely revenue recognition.

Likelihood to Recommend

Intacct works well at providing real-time reporting. It also excels in managing customer invoicing and the collections process. Intacct integrates with our Salesforce CRM that provides on demand reporting for customer information to various parties throughout the organization. It is well suited for mid-sized companies and provides a user-friendly experience.

Intacct

Overall Satisfaction with Sage Intacct