Item: Sage Intacct
Rating: 10
Author: Cristino Arocho

Use Cases and Deployment Scope

We currently use Sage Intacct mostly in our Accounting and Finance Department. We have created dashboards so that Program Heads can see their data on an as-needed basis and they can have real-time access to it. It also allows them to review their grants. Prior to installing Sage Intacct, we used QuickBooks. This presented problems in terms of being able to look at the company from different perspectives. Now, with Sage Intacct, we can see financial information in various dimensions and obtain information that previously required exporting data and manipulating spreadsheets.

Pros and Cons

It provides grant reports across different periods rather than just the fiscal year.
The report writing function allows us to create reports that are only limited by our imagination.
It has a multitude of functions that we haven't yet explored but will undoubtedly allow us to consolidate various accounting functions in one place.

I wonder if a "wizard" capability can be built-in. Getting the most out of the software is time-consuming - which is fine, but I think I would adapt more functions if it were slightly easier to construct reports.
I wonder if you could build in excel sheet functions within Sage.

Return on Investment

It's hard for me to quantify, given my role, but we now close within a week after month-end, it s saving us a lot of time.

Sage Intacct Automation

We use the import function for payroll, payables, and journal entries. This has freed up a tremendous amount of time that has allowed myself and the CFO time to analyze data rather than massaging data.

Sage Intacct Extensibility

N/A

Sage Intacct Configuration

We hired an outside consulting firm to help us with the transition and to help us set up reports, importing data, etc.
I used the tutorials and the learning center, and I found them very helpful.

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?

I wasn't involved with the selection/purchase process

Did implementation of Sage Intacct go as expected?

Yes

Would you buy Sage Intacct again?

Yes

Alternatives Considered

QuickBooks Desktop Premier and Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM)

Sage Intacct provides more scalability and more flexibility in reporting and other functions.

Other Software Used

Microsoft 365 (formerly Office 365), ADP Workforce Now, Bill.com

Likelihood to Recommend

The dimension reporting is out of this world! The sky is the limit now as to how many grants we can bring in because of Sage Intacct.
I would like to see a more robust scenario/projection feature. I use projections a lot in keeping track of grants. It would be nice to be able to do that within Sage.

Hands down favorite software for Grants

Overall Satisfaction with Sage Intacct