Item: Sage Intacct
Rating: 9
Author: Desiree Tellis

Use Cases and Deployment Scope

I currently use Sage Intacct for Accounts Payable, Accounts Receivable and Financial Reporting. The product helps us to streamline our invoice approval process for AP, as well as it helps us to create invoices for AR. The product also helps us with financial reporting. It is very easy to send reports internally, as well as externally.

Pros and Cons

Allowing users to customize financial reports
Creating invoices for Accounts Receivable
Sage Intacct makes reconciling bank accounts a smooth process

Being able to view multiple AR accounts at once. Instead of having to select one at a time
Allowing the memo in Accounts Payable entries to auto update like journal entries do.
Bank feeds for Fifth Third Direct for reconciliations.

Return on Investment

We have been able to provide more visibility into financials through the use of dashboards
Our directors are able to see their budgets with ease
I am able to process accounts payable quicker

Sage Intacct Automation

We have not used the automation feature for these processes.

Sage Intacct Configuration

A vendor named Cargas helped us with our Sage Setup. We were able to configure some modules on our own.

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

Workday Financial Management

Sage is so much easier to use compared to Workday Financial Management.

Other Software Used

Microsoft 365

Likelihood to Recommend

Sage is perfect for creating invoices with ease for AR and being able to send payables to different individuals in your organization for approval. Sage is also excellent for non- profit organizations, the financial reports can be customized in so many different ways. If you have multiple bank reconciliations that you have to complete each month Sage is also a great product. You can complete bank reconciliations with ease and even drill directly into entries from the recons to make changes. The only thing that I would like to see is more direct one on one customer support for specific issues that you may run into when using the system. Other than that, I am very pleased with the product overall.

Easy to use, Dynamic Reporting, Wonderful Accounting Software

Overall Satisfaction with Sage Intacct