Financial Reporting made easy and automated.
October 13, 2022

Financial Reporting made easy and automated.

Michelle Bondar | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Sage Intacct

Our financials did not have the detail we needed to provide meaningful analysis, which meant if we were doing a quarter over quarter analysis, we would at times be working through 36+ spreadsheets. Revenue was posted into our old accounting software as a two-line journal entry forcing my team and I to work through too many spreadsheets to provide meaningful analysis i.e. mountains of manual reports. Sage Intacct allows us to import revenue from 6/7 different sources to provide us the granularity and detail in our revenue reports we have been looking for. Additionally, we now have stat accounts. Creating further visibility and insights into our revenue streams. We have automated our AP process. From a reporting standpoint, we have built at least 40 financial reports, probably more like 50. I have even built financial reports for our Board Reports. We build them once, we rerun them with our financials for the correct period. I have also built Custom Reports that will calculate our residual payments, new revenue by sales person. The reporting capabilities are amazing. We went live June 1st and just had our first 4-day close since I have been with the company (4 months in). We have been able to automate the residual calculations for most of our cc distributors, meaning less errors, cleaner reports. Intact has been a life saver! I am excited to keep learning more about Intacct and how to do checklists in Intacct and extra dashboards!
  • Automated reporting.
  • Allows statistical accounts and analysis.
  • Granular reporting.
  • Financial Report writer - allow the report builder to choose the number of decimal points displayed.
  • Custom Report Writer - allow use of Statistical accounts - I was told by Intacct customer service that it wasn't possible.
  • GL Import Errors - have the system take you straight to the error on the import template.
  • We use the projects module for additional dimensions - allow users like myself to do mass update to projects. I was told by Intacct I couldn't do mass update. I could have sworn Armanino said I could? Not sure.
  • Positive impact has been that we have been able to automate so many or our reports that we used to create manually. This has increased our companies capacity to grow.
We went live June 1st... this may be a better question for me next year... although I can only assume the answer is yes!
Armanino was very instrumental throughout our implementation.

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

The ease of building reports and report customizations.
Our financial reporting was so manual. We have automated most of our monthly financials and all of our quarterly financials, as well as board reports. I have had many compliments that our financials look more professional. I am looking forward to automating our Audit process and our Audit reports.

Intacct may not be suitable for very small business, i.e. mom and pop shops or for those who are not looking to automate!

Sage Intacct Feature Ratings

Accounts payable
10
Accounts receivable
10
Cash management
10
Bank reconciliation
10
Journals and Reconciliations
9
Enterprise Accounting
10
Configurable Accounting
10
Centralized Rules Framework
Not Rated
Standardized Processes
10
Order entry
9
Dashboards
10
Standard reports
10
Custom reports
10
Role-based user permissions
10
Single sign-on capability
10