Item: Sage Intacct
Rating: 10
Author: Sami Novaster

Use Cases and Deployment Scope

We use Sage Intacct as our general ledger. We switched to it so that we could use a modern cloud-based accounting system. We wanted to be able to integrate to other systems, which Sage Intacct is able to do with many different third-parties. We use its electronic approvals to help us track where purchase orders and AP bills are, which is much better than when we were doing it by paper. We were also able to improve our fixed asset tracking by using a module in the software instead of Excel.

Pros and Cons

Document attachments
Integrations
Dimensions

Reporting could be more flexible
Vacation delegation for AP Bills
Budgeting and forecasting was too simple for our use

Return on Investment

We were able to speed up our reporting by being able to create some reports within Sage Intacct instead of Excel
We were able to eliminate a lot of paper by integrating Expensify and getting rid of paper employee reports
Being able to review documents within the related journal entry saves time tracking documents to where they've been filed

Sage Intacct Automation

We have benefited from automation by eliminating a lot of paper documents and manual tracking down of invoices. We are able to see where approvals are in the process by looking in the software instead of needing to track down the paper invoice or email. We are able to create invoices within the system and then apply payments against them, eliminating the need to create paper invoices and track what is open.

Sage Intacct Extensibility

Sage Intacct Configuration

Our implementation partner initially configured Intacct for us. After implementation, I have completed much of the configuration and customization that we're able to do as a customer. Some can be difficult to understand how to do, but once you understand how the system works and feel comfortable navigating in it, you are able to do a good amount of self-configuration.

Key Insights

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?

Would you buy Sage Intacct again?

Yes

Alternatives Considered

NetSuite ERP and Blackbaud Financial Edge NXT

We liked the look and feel of Sage Intacct and it's customization potential. We also liked the number of fields and dimensions included in the system.

Other Software Used

Expensify, Limelight Software

Likelihood to Recommend

Sage Intacct is good if you want a cloud-based system with a lot of integration possibilities. Sage Intacct is also very useful for being able to edit history while also having the audit trail on what edits were made. Sage Intacct may not work well if you have very complex reporting needs, but you would most likely be able to use a third-party add on to help with that if needed.

Sage Intacct Help Modernize our Accounting Processes

Overall Satisfaction with Sage Intacct