Item: Sage Intacct
Rating: 10
Author: Verified User

Use Cases and Deployment Scope

We use this product with out Indigenous Service Niche which cuts down the time spent on everyday processing, approvals are all digital, streamlines EFT processing and provides on demand Fund income statements and opening and surplus closing balances without have to use 3rd party application.

Pros and Cons

Digital Approval System
Quicker processing times
Easier Fund Reporting
Easy interface for clients to learn
Paperless system

Add Digital timestamp of approvers to cheque req's and purchase req's when document is printed. Otherwise the approver is essentially approving it twice, digitally and hand written
Finance Report Writer - have the ability to edit excel table lines. Opening closing surplus flows through with a budget and variance and should not be pulling down the formula of those two columns
When notes are added to decline transactions, have those notes available to anyone to read so when declined, a user can check what the issue is and why it was declined
Allow a testing environment or have other users other than Business to try other roles
Secure attachments from being viewed between other departments even though users are restricted to certain funds. The GST or balance sheet account is enabling users to be able to drill into other accounts and see coding preventing a risk of confidentially

Return on Investment

Great I was spending 120 hrs and cut it back to 60 hours

Sage Intacct Automation

It has helped with client awareness of the accounting process and training and turn around times on files.

Sage Intacct Extensibility

Multi Entity helps with clients that require this or simply just want to separate their departments to have their own Trial balance. Project help the housing department keep track of their expenses.

Sage Intacct Configuration

You are basically configuring it as you go. Some items that are common knowledge like linking items to account #'s which are basically the same would be nice it it was already done but at the same time, you learn the training method behind it and requirements needed to create a new account. It would be nice if the system could auto detect when new accounts are created, it automatically links the transaction definitions and smart rules instead of having to update more than 4 things to create one account.

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

Alternatives Considered

Sage 50cloud Accounting, Sage 300cloud, QuickBooks Desktop Enterprise, QuickBooks Desktop Premier, QuickBooks Online and Xero

less time data entry, filing system, ability for more reporting, cleaner reporting, easy interface, roles/user set up has more options

Other Software Used

Sage 50cloud Accounting, Sage 300cloud, QuickBooks Online

Likelihood to Recommend

It's my favorite software. it works extremely well in the Indigenous Niche and I think it would work well with others. I am unsure on the pricing for small business so if the price was affordable to those users, I think this is better software than Sage Business Cloud Accounting.

The MOST Robust online software yet!

Overall Satisfaction with Sage Intacct