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Sage Intacct integrates with Excel and Salesforce seamlessly
Updated June 22, 2022

Sage Intacct integrates with Excel and Salesforce seamlessly

Riley Theressa Mayer | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Sage Intacct

This software is used daily to understand the accounting matters of the company with the rapid import of the reports to tools such as Excel, specifically the accounting and financial department is automated for the use of Sage Intacct. The number of users of this software is increasing exponentially thanks to the fact that we have detected that we have more resources for the fulfillment of payroll payment, orders, inventory and it is because Sage Intacct can create reports and import them into other tools to make our work be more professional.
  • Importing reports into Excel made easy.
  • Orders, inventory and payroll can be automated.
  • Although it is compatible with other tools such as Excel and Salesforce, I think it is difficult to share data for better integration.
  • The compatibility with tools with Excel and Salesforce are decisive for the entire accounting and finance department, this integration produces results that save money.
  • Orders, inventory, and payroll are the three most important functions of Sage Intacct that we have currently managed to automate certain tasks that reduce errors and also reduce the number of personnel.
The software that integrates with Excel for the import of accounting data is ideal to fulfill the automation of calculation, orders, and budget without having to use a single tool or function. Nunga is easy to automate, but we have managed to reduce the percentage of people in a single task, it is great to be able to integrate Excel with Sage Intacct.
The initial configuration is not a task for a single person, a large workgroup and also the technical service must be involved in order to achieve a solid configuration and in the shortest possible time.

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?

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?

Yes

Tools like Excel and Salesforce are compatible with Sage Intacct, I can import information into Excel and integrate functions with Salesforce and this is very decisive for the accounting and finance department for the progress of the projects. Honestly, my recommendation of Sage Intacct is due to the integration with other software, although the integration is not easy with any tool, but we are still working on designing a better integration strategy.

Sage Intacct Feature Ratings

8.7
Accounts payable
9
Accounts receivable
9
Cash management
10
Bank reconciliation
9
Expense management
10
Time tracking
8
Fixed asset management
8
Multi-currency support
8
Multi-division support
10
Regulations compliance
8
Electronic tax filing
8
Self-service portal
10
Global Financial Support
10
Intercompany Accounting
10
Journals and Reconciliations
8
Enterprise Accounting
8
Configurable Accounting
7
Centralized Rules Framework
7
Standardized Processes
8
9.5
Inventory tracking
10
Location management
9
9.8
Pricing
10
Order entry
10
Credit card processing
10
End-to-end order visibility
9
10.0
Reimbursement management
10
10.0
Dashboards
10
Standard reports
10
Custom reports
10
9.5
API for custom integration
9
Plug-ins
10
10.0
Role-based user permissions
10
Single sign-on capability
10