Item: Sage Intacct
Rating: 8
Author: Patrick Reilly, CMP

Use Cases and Deployment Scope

My organization uses Sage Intacct for all of its budgeting and invoicing. We use Sage to input all credit card invoices, employee reimbursements, and expense check requests. Our accounting department uses Sage to manage our budget. The problems the product addresses for our organization are mainly in the invoicing aspect. We were able to get a more user-friendly and in-depth tool with Sage Intacct to handle that process for us.

Pros and Cons

Has separate transaction type for credit card reconciliations and check requests for accounting to manage more efficiently.
Has a vast attachment database to store invoices and receipts
Expense requests are user friendly and easy to input.

They should include amounts in the transaction histories. When we submit expenses for the same vendor and need to reference back to it, we have to open each one looking for it as the amount doesn't show on the main transaction history list.
The initial submittee should get an email the invoice request has been completed. We only get one when its approved but not when the request has been fully executed by accounting.
Attachment title and description are essentially the same thing, having to put them both to save an attachment is redundant.

Return on Investment

More effiecent use of time for accounting staff
Cleaner reporting and budget management
More cost effective than previous system

Sage Intacct Configuration

The configuration process was smooth with just a few bumps in the initial rollout. The Sage staff was very helpful and was able to assist us throughout the process. The rollout to the rest of the staff was where we had some bumps. The accounting team had to work on getting all staff up to speed on the system and best practices. As with any company you have some slower learners that proved difficult for our accounting team.

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?

Yes

Would you buy Sage Intacct again?

Yes

Other Software Used

eventPower, SAP Concur, Cvent Lead Scoring

Likelihood to Recommend

Sage Intacct is well suited for our intended purpose of it. TO input expense requests and control or budgets. The expense inputting and tracking is user friendly and robust. Our previous system was not able to separate credit card reconciliation receipts from expense check requests. It would lump them all into one funnel. Sage is able to separate them out to make our accounting departments job easier. If there were scenarios that Sage was less appropriate we wouldn't be using it for that. It fits our business needs quite well.

Some Sage Advice is to get Sage Intacct

Overall Satisfaction with Sage Intacct