Good foundation, poor report building
December 07, 2021

Good foundation, poor report building

Anonymous | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User

Overall Satisfaction with Sage Intacct

We use Sage Intacct as our primary ERP. We use it for financial reporting and all journal entries, AP, AR, fixed assets, etc. Business problems it addresses - dimensions flexibility. For example, we use the 'class' dimension' to better track / categorize different expense types that are split amongst several different departments. We can run a report by class and see all associated expenses for a particular area without having to dig deep into each department's sub-P&L.
  • Dimension tracking - e.g. locations, class, department.
  • Ease of use in creating new accounts.
  • Updating software quarterly based on customer feedback.
  • [In my opinion] financial reporting capabilities and flexibility are beyond awful. Unless reports are completely vanilla, most companies will need to purchase a different SAAS solution if they wish to build their own reports with ease.
  • Customer support for canned/generic questions is good, but unique/nuanced support is poor.
  • [In my experience] automated bank feeds continue to fail and hasn't worked properly for months despite continued complaints (we use a major national bank, not a small unknown one).
  • Cost is prohibitive given limitations noted above.
  • Negative ROI - it cost more than our previous system and hasn't saved efficiencies.
We have attempted to utilize the automated bank feeds, but it continuously breaks down and [in my experience,] support from the Intacct team is poor and the sense of urgency nonexistent. We use a major national bank. For AR - it is convenient that there is a template that auto-creates invoices in the system - but tailoring those invoices (i.e. making Company information edits to) is cumbersome and loses the efficiency of the import template, to begin with.
We used a vendor to configure the software. We did not utilize Sage Intacct directly.

Do you think Sage Intacct delivers good value for the price?

No

Are you happy with Sage Intacct's feature set?

No

Did Sage Intacct live up to sales and marketing promises?

No

Did implementation of Sage Intacct go as expected?

No

Would you buy Sage Intacct again?

No

We were previously using Great Plains as our primary ERP. We regret not evaluating more alternatives.
Well suited for companies with vanilla reporting and a simple chart of accounts. [I feel that] it does not handle complex financial reports well as report building is [in my opinion,] poor and not intuitive to design/build.

Sage Intacct Feature Ratings

Accounts payable
5
Accounts receivable
7
Cash management
1
Bank reconciliation
5
Expense management
9
Time tracking
Not Rated
Fixed asset management
3
Multi-currency support
Not Rated
Multi-division support
Not Rated
Regulations compliance
Not Rated
Electronic tax filing
Not Rated
Self-service portal
2
Global Financial Support
Not Rated
Intercompany Accounting
7
Journals and Reconciliations
3
Enterprise Accounting
2
Configurable Accounting
2
Centralized Rules Framework
Not Rated
Standardized Processes
Not Rated
Inventory tracking
Not Rated
Location management
Not Rated
Pricing
Not Rated
Order entry
Not Rated
Credit card processing
Not Rated
End-to-end order visibility
Not Rated
Reimbursement management
Not Rated
Dashboards
4
Standard reports
6
Custom reports
1
API for custom integration
7
Plug-ins
5
Role-based user permissions
8
Single sign-on capability
5