Sage Intacct for Smaller Businesses
November 09, 2021
Sage Intacct for Smaller Businesses
Score 6 out of 10
Vetted Review
Verified User
Overall Satisfaction with Sage Intacct
I use it in Finance & Accounting, but it doesn't interact well with Salesforce or our internal PlatformOne system.
- Ability to take payments without being complicated.
- Ability to customize reporting.
- Ability to customize user layout.
- Adding the ability to add check copies to payments would be great.
- If it allowed integration with salesforce & other systems.
- A better collections module where a report can be run using customer notes would be most helpful.
- It is an upgrade over QuickBooks (which was used before Sage Intacct).
- It has been difficult to build reporting that easily accommodates multi-entity, multi-currency while providing me all the fields I require without using multiple reports to build my required reports.
- There isn't a known report for collections that integrates customer notes to an AR Aging Report.
I am only in one area of Finance & cannot intelligently comment on how well it automates in most of those areas, but I can say that in accounts receivable, either we are not using it to its fullest extent or it requires a lot of manual work still, especially with reporting.
Multi-entity has been helpful, but as we use it now, it is not possible to make cross entity payments, cross-entity credit applications, etc.
Do you think Sage Intacct delivers good value for the price?
Not sure
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?
I wasn't involved with the implementation phase
Would you buy Sage Intacct again?
No
- SAP CRM, Oracle CRM and Microsoft Dynamics RMS (Discontinued)
Sage Intacct is an upgrade from Dymanics, but not up to speed with SAP or Oracle.