Item: Sage Intacct
Rating: 10
Author: Amanda Moya

Use Cases and Deployment Scope

Sage Intacct is currently being used by the accounting and legal departments in WellSky. It has been useful during the integration period - when we acquire companies, Sage Intacct makes the merging of data very easy and relieves most of the department.

Pros and Cons

Reports are easy to locate and run.
Switching business units is obvious.
Downloading .xls & .csv files is easy.

Navigating from a record to an invoice requires too many clicks.
Display more general information (AR report, payment data) so it is easily visible.
Create a method to export a xls files with line items.

Return on Investment

If we cannot pull AR reports for specific date ranges, we cannot build a case for or against a client.
The xls export makes life easier. No complaints.
Clients are easily found within the system and it is easy to switch between business units.

Sage Intacct Automation

I believe our company has benefited from the features provided. However, I worry they are not utilized as well as they could be. This is an opinion based on my subjective observations. AR can be automated, but the employee would prefer to run the process herself. The general ledger is definitely a massive help, after I was able to explain and provide insight on how it can be utilized properly for our company's needs.

Sage Intacct Extensibility

I have not have the opportunity to use any of the additional modules offered. I would be elated to have the opportunity to do so. Especially in the area of contract revenue management. I feel project accounting would be greatly useful as well. Should I have the opportunity to use these modules, I will provide a more thorough review.

Sage Intacct Configuration

I was able to learn Sage Intaact on my own without any googling or help clicking. The software was set up prior to my use; however I found with the mergers and acquisitions, it was necessary to learn the processes to add the new companies and configure the system. This was easy to do based on the helpful UI.

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?

Yes

Did implementation of Sage Intacct go as expected?

Yes

Would you buy Sage Intacct again?

Yes

Alternatives Considered

QuickBooks Desktop Enterprise

QuickBooks was overwhelming with the number of features that typically required more money. Sage Intacct seems to be exactly what it is presented as - simple accounting software that even I, a humanities major, am able to understand. I would happily work with Sage Intacct any day - QuickBooks has proprietary formats that create more difficulty for use. So, why bother?

Other Software Used

Microsoft Excel, MS SharePoint, Adobe Acrobat Reader DC

Likelihood to Recommend

Sage Intacct is extremely intuitive and I have no complaints about the User Interface. The verbiage that dictates processes is not clear, but can be figured out - maybe this could be streamlined. I have found that it is not possible to run a limited AR report. It's all or nothing - it would be best to allow the end user to provide start and end date for financial reports rather than committing to inception to date.

An Honest Review: Sage Intacct

Overall Satisfaction with Sage Intacct