Item: Sage Intacct
Rating: 6
Author: Verified User

Use Cases and Deployment Scope

We purchased this product to replace our previous system and consolidate multiple system into one. Our goal was to have one financial system to provide insight into all financial aspects of the organization. We also we planning to grow the organization and this platform provided more opportunities to easily grow our services and track that growth. We were looking to empower our project managers to have more control and insight into their projects which this package could provide.

Pros and Cons

Allows you to track finances at multiple levels
provides individuals responsible for project direct control and insight into the projects
Allows consolidation of multiple processes into one application

Reporting is not straight forward and can be difficult to pick up
There is extensive help, but it is often hard to search and find what you are looking for and is often missing simple material that would be helpful; it lacks any concrete examples
The support site is makes it time consuming and difficult to submit a case; there is a lot of unnecessary information required.
My experience in getting things resolved through support cases has not been ideal; items in the help that are clearly inaccurate and have been pointed out still have not been updated or fixed 8 months later.

Return on Investment

It has allowed the consolidation from multiple financial sources to one source of information
It an be difficult to learn and is not always intuitive
Training staff can take time; there are not a lot of online resources available to solve problems

Sage Intacct Automation

We are still working on getting the most out of the software. We had substantial turnover in our financial department during the implementation, which caused substantial delays in getting everything implemented. We have seen a better understanding of both our accounts receivables and accounts payable that has provided a better understanding of our financial situation. We are working on getting all the automations from outside sources, like salesforce, integrated to provide even better information.

Sage Intacct Extensibility

We have the time and expense module and the grant and project module and both have been big helps. We have a much better understanding of how staff are spending time, not only overall, but on each project. We are also able to track how each task in a project is tracking compared to what we budgeted which has allowed us to more finely tune quotes and get a better understanding, internally, of where we can improve our processes or where we need to rethink pricing.

Sage Intacct Configuration

We had to get significant help form the vendor. We are a relatively small shop and doubt we would have been able to do this without outside help. It is neither easy nor intuitive at times. Given that this system is dealing with your financial data I wouldn't want to try to configure it without some expert advise and help to make sure things are setup correctly.

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?

I wasn't involved with the selection/purchase process

Did implementation of Sage Intacct go as expected?

Would you buy Sage Intacct again?

Yes

Alternatives Considered

QuickBooks Desktop Enterprise and NetSuite ERP

I wasn't involved in the selection process, but it is my understanding that Sage Intacct provided the best set of tools for the price.

Other Software Used

QuickBooks Desktop Enterprise, Splashtop, Snagit

Likelihood to Recommend

It is well suited in organizations that have a larger financial staff that has time to learn the intricacies and teach other staff members.

It will be less suited to organizations that have fewer dedicated financial staff or high turnover; there is definitely a learning curve.

If you are looking to be able to get detailed information about you finances, as long as the information is there you will be able to slice and dice data, however, the simpler your organization the less likely this will be useful - there are other programs that will provide an easier opportunity to get the information you need.

Sage Intacct offers many opportunities to understand your financial data

Overall Satisfaction with Sage Intacct