Sage Intacct: Great for Small Business and Customization
May 31, 2023
Sage Intacct: Great for Small Business and Customization
Score 8 out of 10
Vetted Review
Verified User
Overall Satisfaction with Sage Intacct
I am the current Sage administrator. I set permissions, users, transactions, and anything else required. We have implemented Sage for all business activities except for production ERP activity, as Sage does not have any manufacturing capabilities. We therefore have daily transaction integration for our US entity relating to any inventory transactions, material receipts, or products shipped. For receipts and sales invoices, the activity uploads into Sage for AR, AP, and other activity or reporting. Sage helps us with live reporting of distribution sales, open A/R, and open A/P. We also now have the ease of approving PORs and invoices by user across a matrix and international organization.
- Reporting menus across modules
- Instant global consolidation
- Flexibility in designing transactions
- Relatively simple user addition and editing
- Correcting transactions and reposting across previous months for up-to-date ledgers
- Extremely confusing layout/linking of report design fields to match activity screens and data; much trial & error is required
- Inability to easily make setup edits with so many fields locked after creation
- Inability to delete unnecessary or ill-designed reports after the users leave
- We have not prepared such an analysis due to recent restructuring
- However, I do know that the simplicity has allowed for some personnel reduction
Global consolidation previously took about a day each time. We now press a button and accomplish it in minutes or less. Our internal "billing" between entities is aligned for sales orders and purchase orders instantly and saves much time. Receipts easily upload from our manufacturing system, which means matching to receipts has also saved us much time as well.
As previously stated, we save days every month in consolidating financials with great flexibility in updating after journal entries are changed, added, or deleted. We are able to now run separate statements rather than keep making offline changes in Excel. We are just beginning to learn project accounting to assist our marketing team with managing projects and events.
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?
Yes
Would you buy Sage Intacct again?
Yes
For our small company, it was mainly about price. However, a cloud based service was also necessary for worldwide ease of use and live data.