Sage - The Step Up We Needed!
May 31, 2023

Sage - The Step Up We Needed!

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Sage Intacct

We currently use Sage as our exclusive finance and accounting system. We converted to Sage 2 years ago from Quickbooks Enterprise mainly because of the GL and reporting capabilities of the program. With multiple salespeople, sales teams, and sales regions it was important to have the ability to report financials at every level, down to each individual customer. Sage provides that flexibility and then some! The fixed assets module was also a great value-add, allowing us to report much more accurate financials on a monthly basis.
  • Reporting
  • General Ledger
  • Ease of navigation
  • Scalability
  • Automatic fixed asset depreciation posting
  • The ability to select a reporting period in the process of running a report, instead of having to hard code a specific reporting period
  • Major time saving on reporting
  • Higher cost
  • More complete and comprehensive financials
While we don't currently utilize the Accounts Payable features to their fullest extent due to having a third party software in place for that already (which integrates with Sage) we do utilize Accounts Receivable and General Ledger heavily. The Accounts Receivable automations simplify and streamline sending invoices and statements, and with proper setup you can automate collections reports to be delivered to the appropriate people. The live closing feature of Sage within the general ledger eliminates the need to manually process closing entries and reduces month-end close to tie-backs and reconciliations. The recurring journal entry feature simplifies allocation of prepaid expenses, subscriptions, etc.
The challenge with implementing Sage is actually what makes it such a great system once it's set up, and that's the depth of options and flexibility within the system. Our business utilizes very extensive reporting, and having never used Sage in the past I was trying to learn the system and set it up in a way that produced the reporting results we were looking for. I did end up reworking a few things throughout the first year or so but am confident now that the current setup will grow with our business and provide the level of insight desired.

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

When comparing QB Desktop Enterprise to Sage I typically use the analogy that Quickbooks is bookkeeping - Sage is accounting. I would say that Sage definitely demands a more in-depth knowledge of accounting to be properly set up and utilized, while Quickbooks is much more transaction centric. Overall if you're looking for a more robust system to accommodate a growing business with higher level accounting needs, Sage is a drastic improvement over Quickbooks.
Sage is well suited for businesses that are on the bigger side of being a small business or larger that have the need to code and track multiple aspects of transactions. If you're a small business with very basic accounting needs Sage is probably more than what you need and not cost-effective.

Sage Intacct Feature Ratings

Accounts payable
9
Accounts receivable
9
Cash management
9
Bank reconciliation
10
Expense management
10
Time tracking
Not Rated
Fixed asset management
8
Multi-currency support
Not Rated
Multi-division support
8
Regulations compliance
Not Rated
Electronic tax filing
Not Rated
Self-service portal
Not Rated
Global Financial Support
Not Rated
Intercompany Accounting
8
Journals and Reconciliations
9
Enterprise Accounting
Not Rated
Configurable Accounting
Not Rated
Centralized Rules Framework
Not Rated
Standardized Processes
Not Rated
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
8
Standard reports
8
Custom reports
9
Not Rated
API for custom integration
Not Rated
Plug-ins
Not Rated
Role-based user permissions
7
Single sign-on capability
Not Rated