Helps keep our orgs financials in tact.
May 31, 2023

Helps keep our orgs financials in tact.

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Sage Intacct

I use Sage Intacct to maintain reporting for all projects that I financially manage, including their budgets, expenses, and income. As an organization, Sage Intacct is our platform that houses all project financials for every domain to utilize, solving the issue of having isolated information so that everyone has up-to-date and accurate reports. It also allows for foreign currency reporting, which is very needed for my company. I use it every day, and it is the primary place I keep my records.
  • Pulls consolidated financial reports from various imports.
  • Maintains foreign and domestic currency cash balances.
  • Provides customizable dashboards for preferred information for different people in different roles.
  • The interface could be more visually pleasing.
  • I wish the entire budgets were delectable.
  • Is there a place where you can search for what you are looking to do? There are so many tabs I often don't know where to find something.
  • It has caused our products to be produced faster because it eliminates the need to send reports to others.
  • It has caused our clients to be more pleased with our timeliness, resulting in better relationships.
  • It has caused our investors to be more up-to-date, leading to higher donations.
We have benefitted as an organization using Intacct's general ledger because I can always stay up to date on what projects are expensing what, what their budgets to actually like in regard to each kind of expense, and the consolidated reports it can pull from the reports imported into the GL.
I was only trained in my onboarding. I am pleased that Intacct provides training videos for certain things. I definitely think these are helpful to utilize. I think it is worth mentioning that it takes a long time to learn well.

Do you think Sage Intacct delivers good value for the price?

Not sure

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

Sage Intacct is well suited for collaboration of financial reporting. For example, in my company, as the financial analyst, I import financials from reports I receive from the field, and then the Investor Relations Domain is able to communicate relevant financial info to our investors with accurate and updated info. It is not well suited for keeping up with my reports only. I have to hold an additional Excel where I have the info only I need because there are so many people inputting info and so many places to look for it.

Sage Intacct Feature Ratings

Accounts payable
Not Rated
Accounts receivable
Not Rated
Cash management
8
Bank reconciliation
Not Rated
Expense management
8
Time tracking
Not Rated
Fixed asset management
Not Rated
Multi-currency support
10
Multi-division support
Not Rated
Regulations compliance
Not Rated
Electronic tax filing
Not Rated
Self-service portal
Not Rated
Global Financial Support
Not Rated
Intercompany Accounting
10
Journals and Reconciliations
Not Rated
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
10
Standard reports
5
Custom reports
6
API for custom integration
6
Plug-ins
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
10