Sage Intacct Help Modernize our Accounting Processes
Updated November 14, 2023

Sage Intacct Help Modernize our Accounting Processes

Sami Novaster | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Sage Intacct

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

  • Document attachments
  • Integrations
  • Dimensions

Cons

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

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?

No

Would you buy Sage Intacct again?

Yes

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.
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 Feature Ratings

Accounts payable
8
Accounts receivable
7
Cash management
7
Bank reconciliation
7
Expense management
Not Rated
Time tracking
Not Rated
Fixed asset management
9
Multi-currency support
Not Rated
Multi-division support
Not Rated
Regulations compliance
Not Rated
Electronic tax filing
Not Rated
Self-service portal
5
Global Financial Support
Not Rated
Intercompany Accounting
8
Journals and Reconciliations
9
Enterprise Accounting
Not Rated
Configurable Accounting
8
Centralized Rules Framework
Not Rated
Standardized Processes
8
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
5
Standard reports
5
Custom reports
5
API for custom integration
8
Plug-ins
Not Rated
Role-based user permissions
8
Single sign-on capability
Not Rated

Comments

  • Gillian Symington | TrustRadius Reviewer
    Thank you for taking the time to leave a review Sami. Great to gather your views on Sage Intacct automation, time savings and I’d really love to find out more about your configuration experience. I’d like to invite you to join our Sage Champions advocate programme where we can connect: https://na.sagechampions.com/join/TRReplies
    • Sami Novaster | TrustRadius Reviewer
      Hi Gillian, Thanks for the offer, but I'm already enrolled in Sage Champions. Cheers, Sami
    • Sami Novaster | TrustRadius Reviewer
      Hi Gillian, Thanks for the offer, but I'm already enrolled in Sage Champions. Cheers, Sami

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