Accountant [Perspective on Sage Intacct]
June 12, 2021
Accountant [Perspective on Sage Intacct]

Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with Sage Intacct
Sage Intacct is being used across the whole organization. It is our main accounting software that keeps track of our accounting, accounts receivable, accounts payable, and payroll records. We also use the reporting function on Sage Intacct to produce monthly financials and other general ledger reports. It gives us a clear picture of our income and expenses and helps the operation team with their business decision-making.
- Different reporting module offers
- Automatic bank and credit card reconciliations by using matching rules
- Clear user segregations and permission rules
- Process and store and memorized reporting function
- Need more dynamic reporting periods created
- More matching rules related to bank and credit card reconciliations
- Better GL (general ledger) reporting functionality - be able to pull periodic balance for GL
- Good record-keeping functionalities
- Timely reporting generation
- Need more dynamic reporting functions and period selections
- Better bank and credit card reconciliation matching rules
Yes, our organization has benefited from these automations. We use process and store and memorized report functions to produce GL reports during the beginning and end of the month review. We also integrated with third-party software to post invoices to the Accounts Payable module automatically and managing purchase orders. For Accounts Receivable, we are able to import large batches of transactions to different AR GL monthly.
We have used the multi-entity function on Sage Intacct and we are able to review any intercompany transfers, funds transfers, and consolidated financials on Intacct. We would like Intacct to provide more reporting functions for multi-entity consolidated reporting and make the reporting period more dynamic to the business needs. We are planning to utilize more related to time and expense management going forward.
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
- QuickBooks Online, Microsoft 365 (formerly Office 365) and Citrix ShareFile
Sage Intacct offers more reporting modules and easy-to-use reporting guides, instructions, and on-demand training sessions. I was able to get a basic understanding of different modules and reporting functions by going through the help center - help on this page function and participate in an advanced reporting class hosted by Sage Intacct instructors.