Sage Intacct - The tool that integrates well

Sage Intacct is our CRM for accounting and finance purposes. Only the finance team uses it. It integrates well with most of our tools such as Salesforce, Bill.com and Expensify. Automation in these areas is something Intacct really helps with. We find the most value here.

It has a good amount of customization and reports that we need but the Contract module is one area we would like to see an improvement on. It does have its bugs and glitches that we find but in most cases we were able to figure out. However, when it gets more complex we would have to submit a ticket to the support team which we had mixed experiences with.

Overall, Intacct provides us the necessary automation but is very complex and sensitive when it comes the settings.

We definitely benefited from the automation and integration tools Sage Intacct has. This is probably the biggest pro for me here personally as our systems sync'd information over perfectly. This avoided duplication of work and time was saved. Almost every tool I looked at, minus our payroll tool Zenefits, has a Sage Intacct integration. If you are looking to integrate Bill.com, Salesforce, and Expensify, Sage Intacct definitely integrates well with them.

The Contract Revenue Management is the tool that we only use based on the question asked so I will only review that part. From my experience Sage Intacct is very limited to what it can do when it comes to the Contract module. Depending on the contract and revenue recognition method your company uses, Sage Intacct may not be able to accommodate it. I have spoken with the Sage Intacct Professional team and while they were super friendly and helpful, they noted they could not accommodate one of our products that we sell so we had to steer a different direction.