A Great Accounting tool
May 31, 2023

A Great Accounting tool

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

Overall Satisfaction with Sage Intacct

We are a public accounting firm and we use Sage Intacct with most of our clients and our own accounting needs.

I've used many accounting software and Sage Intacct addresses so many needs that there are too many to list here. I love this program.
  • Reporting Features from Module level
  • Ease of pulling reports into a workable excel format for pivot tables
  • The ability to change views in modules and pull excel data from the different views
  • The Credit Card Charge-off screen should have a draft state to save progress
  • Some of the module reports should have the "none" feature in the grouping to better pull to excel for pivot tables so less steps are needed to make it easier to use
  • Pulling items into excel should all be to the same format. Some items pull down to excel templates, while others pull to specific versions that are not compatible to the current version on my computer so I can't drag and drop one sheet into the other file due to incompatibility.
  • The area to void certain items is very specific, although I can see a bill on my bill analysis report and pull it up, I can't void the bill from the screen that pulls up even though the screen is identical to the screen I pull up from bills screen
  • On the check registers, it would be nice if matched but unreconciled items should denote on the report. Other programs will have a similar "in transit" for unmatched items and "matched" for matched but unreconciled items. This would greatly help in our reporting features. Right now it only shows "in transit" for unreconciled items without any noting if the item has been matched in the reconciliation function.
  • I'm not privy to that information
I love how the modules work, however, if the administrative settings are set right (human error) them modules don't speak.

There are some issues with the Manual payments entries, allocations are not an option there and we really need them to be.
I was not a part of this process

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?

I wasn't involved with the implementation phase

Would you buy Sage Intacct again?

Yes

Although Sage is very complex, it is not difficult to learn to navigate, even without training. I've thoroughly enjoyed navigating the program to see what it does.

Sage Intacct Feature Ratings

Accounts payable
10
Accounts receivable
7
Cash management
8
Bank reconciliation
8
Multi-currency support
Not Rated
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
8
Journals and Reconciliations
8
Enterprise Accounting
Not Rated
Configurable Accounting
Not Rated
Centralized Rules Framework
Not Rated
Standardized Processes
Not Rated
Pricing
Not Rated
Order entry
Not Rated
Credit card processing
Not Rated
End-to-end order visibility
Not Rated
Dashboards
Not Rated
Standard reports
7
Custom reports
8
Not Rated
API for custom integration
Not Rated
Plug-ins
Not Rated
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated