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Easy to Use and Train while providing robust financial reporting
October 12, 2022

Easy to Use and Train while providing robust financial reporting

Susan Heffern | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Sage Intacct

We use it as our companies financial ERP system. We use it to process and manage our AP, AR, GL and integration with other systems we use to mange our business. We need an automated AP workflow system. Currently we have no real defined approval process and really need one. Hoping to find the best solution for what we need.
  • Easy to use.
  • Easy to train new users.
  • Integration with Excel.
  • Ability to customize.
  • Prepaid module needs ability to edit coding on a prepaid schedule after it is approved and started. It just needs some flexibility.
  • Fixed assets module needs to be more user friendly and additional reporting.
  • An AP check run report. There currently isn’t a report that can be run for what invoices are due on any given day. We manage by downloading the aging and make selections from there.
  • Efficiency has been improved. 10-15 day close to 5 day close.
  • Reduction of staff.
  • Able to more work with less people.
We are looking into the AP automation process. Trying to decide if the Intacct solution is robust enough or if we should use a 3rd party vendor. Same goes for AR and financial reporting.
We just purchased the Sage planning Module. We are looking into the payroll feature for long term goals.
I came into the company just 8 months after implementation but find that I am able to revise and improve on the implementation and find that the company setup is easy to follow and edit as needed.

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

It does what we need it to and it is very user friendly and easy to train new employees. It also is easy to attach files to each type of transaction in the system. I haven’t explored keeping inventory and the manufacturing process so it would be great to handle specific industry manufacturing process.

Sage Intacct Feature Ratings

9.1
Accounts payable
9
Accounts receivable
9
Cash management
9
Bank reconciliation
9
Expense management
Not Rated
Time tracking
Not Rated
Fixed asset management
7
Multi-currency support
Not Rated
Multi-division support
10
Regulations compliance
Not Rated
Electronic tax filing
Not Rated
Self-service portal
Not Rated
Global Financial Support
Not Rated
Intercompany Accounting
10
Journals and Reconciliations
10
Enterprise Accounting
Not Rated
Configurable Accounting
Not Rated
Centralized Rules Framework
Not Rated
Standardized Processes
Not Rated
10.0
Inventory tracking
Not Rated
Location management
10
Not Rated
Pricing
Not Rated
Order entry
Not Rated
Credit card processing
Not Rated
End-to-end order visibility
Not Rated
Not Rated
Reimbursement management
Not Rated
Not Rated
Dashboards
Not Rated
Standard reports
Not Rated
Custom reports
Not Rated
Not Rated
API for custom integration
Not Rated
Plug-ins
Not Rated
10.0
Role-based user permissions
10
Single sign-on capability
10

Using Sage Intacct

15 - Purchasing
AR
AP
GL
Financial reporting
  • AP
  • AR
  • GL
  • Financial reporting
  • Prepaids
  • Fixed assets
  • AP automation
  • Payroll
  • Budgeting
  • AR automation
It does what we need it to so no need to change systems.