Sage Intacct FOR THE WIN! Reliable account tool that saved our business from old habits!
April 21, 2022

Sage Intacct FOR THE WIN! Reliable account tool that saved our business from old habits!

Kevin Mills | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Sage Intacct

We use it for order entry, sales orders, vendor purchase orders, and invoices. We can also use it for reporting and reference data points on the history of orders.
  • Reporting
  • Invoicing to customers
  • Customer data management
  • Sometimes you click and wait.
  • Only have 10-20 lines per page vs 50 to quickly scroll vs clicking page by page.
  • Changing password frequently.
  • Helps us track profitability of each customer we have. Thats a positive.
  • Helps me track how much money we spend on each vendor? cost mgmt.
  • Helps me track expenses to stay in budget.
Yes. It's a manual entry with the data, but once you get the costs uploaded, you can quickly generate Sales Orders, Purchase Orders, Invoices, etc...all from a few clicks. meaning, we can save customer name, address, phone...so it all loads quickly and reduces manual errors. we can also quickly select TERMS for each customer:" Net 15, Net 30, etc. It's really nice. The reporting capabilities are great too.
We have used the Time and Expense Management feature. This is really helpful during our month-end roundup meetings where we have to go over our expenses. We can see where our money is going with a few clicks of a button and quickly make changes to prevent future spending errors. MGMT has access to these reports and can check them anytime.
Our business doesn't have flat pricing, so pricing wasn't able to be uploaded but everything else was. The same with part numbers, that was a bit manual but it's our own fault. our SKUs change all the time. The ease of customer information uploading was great and now we have a centralized place to look back for historical data if needed.

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 had the look and feel that we needed. It was priced right for our needs and we have been able to safely capture our data on their cloud data backup. We use SFDC as our CRM, but we wanted a little diversification with a newer company like Sage. Knock on wood it's been great for us so far.
I can quickly produce historical facts on orders placed years ago.

Sage Intacct Feature Ratings

Accounts payable
9
Accounts receivable
9
Cash management
8
Bank reconciliation
6
Expense management
7
Time tracking
6
Fixed asset management
8
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
Not Rated
Enterprise Accounting
Not Rated
Configurable Accounting
Not Rated
Centralized Rules Framework
Not Rated
Standardized Processes
Not Rated
Inventory tracking
8
Location management
Not Rated
Pricing
8
Order entry
10
Credit card processing
Not Rated
End-to-end order visibility
Not Rated
Reimbursement management
Not Rated
Dashboards
7
Standard reports
Not Rated
Custom reports
Not Rated
Not Rated
API for custom integration
Not Rated
Plug-ins
Not Rated
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated