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Sage Efficiency
August 09, 2021

Sage Efficiency

Angela Boyd Biermann | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Sage Intacct

Sage Intacct is our financial reporting system. Using Sage Intacct has helped us close month-end and publish financial statements to our board in 5 business days.
  • The ease of processing transactions is instrumental in our ability to know exactly where we are at any time of the month.
  • User role based security is essential for maintaining proper internal controls.
  • Online help can answer most support and "how to" questions.
  • Vanilla reports should include some with YTD in P&L reports.
  • The way that A/R and A/P transactions post to the GL needs work. For example, if a customer is remitting payment for multiple invoices with one payment, the credit to A/R can be in detail but the debit to undeposited funds (or cash) should be the total amount of the payment.
  • More functionality in customizing customer statements.
  • Sage has helped us achieve reporting that our foreign parent company requires.
  • Sage's reporting capabilities help us to understand our business in real-time instead of after month-end.
We have benefitted tremendously from the ability to have a 3rd party payment portal for our customers to pay their invoices. This is necessary as we are a transaction heavy business and this allows us to save time when processing payments and closing our books.
We utilized Sage Intacct with basecamp to configure our system. Because I have done accounting system implementations before, I had already understood what dimensions were needed. The General Ledger journal entries should be able to use additional dimensions or cost units when reporting.

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

The key for us was customer support. Being a former Oracle employee ( quite some time ago) and implementing Oracle Financials in the past, I looked into NetSuite to compare since I had previously implemented a Sage product as well. Another company I had worked for had difficulty with Oracle Support and their lack of satisfactory support was the deal-breaker. Sage Intacct was our only solution.
Sage Intacct is perfect for mid-size companies that want more functionality than the basic QuickBooks. It is easy to use and the ability to customize reports based on needs is great. Our company is in growth mode and the ability to report multiple entities was key in making our decision.
Companies that process a large number of transactions may experience some limitations when processing invoices, statements, and reports.

Sage Intacct Feature Ratings

8.2
Accounts payable
9
Accounts receivable
6
Cash management
8
Bank reconciliation
8
Expense management
Not Rated
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
10
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
8.3
Pricing
7
Order entry
10
Credit card processing
8
End-to-end order visibility
Not Rated
Not Rated
Reimbursement management
Not Rated
7.7
Dashboards
9
Standard reports
4
Custom reports
10
8.0
API for custom integration
8
Plug-ins
Not Rated
10.0
Role-based user permissions
10
Single sign-on capability
10