Sage Intacct: A customizable experience.
June 21, 2024

Sage Intacct: A customizable experience.

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Sage Intacct

Sage Intacct’s report writer is beneficial for double-checking our ending NAV and total PCAP for our PE clients. We also integrate it with Qlick to generate financial reports. We also use Sage Intacct to book partner journal entries, a sub-ledger where we can track how profits and losses are being split.

Pros

  • Duplicate journal entries.
  • Customizable reports.
  • Integration with other software.

Cons

  • Partner journal entries cannot be automatically generated.
  • Does not seem optimized for funds as investors (for PE clients).
  • Error messages on importing journal entries can be confusing.
  • This allows us to take on clients that require providing clients with access to the accounting system for review.
  • Allow us to take on clients that require ILPA via integration with other software.
  • Reviewing the general ledger can be difficult due to the volume of pje entries.
We have not taken advantage of this.
We have not used these modules.
We continuously engage the vendor for system configuration, but once we do, the process is smooth, and we can customize it as we like. However, some things are not possible, such as funds as investors in other funds. Sage is entirely customizable though which is something we definitely appreciate, the Sage team was very helpful.
Sage intact is miles ahead of GP. I think the biggest difference is the ability to customize it to a high level, and it is also much more modern. We particularly like the ability to copy journal entries, which has proven helpful in training new employees. We also like the ability to create custom reports without the need for customer service or IT support.

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

Sage is well suited for inter-company journal entries and reconciliations. However, it is not well optimized for PE clients where one fund is invested in another. Attaching additional support to multiple entries requires you to enter each journal entry manually. However, it is good to create customizable reports.

Sage Intacct Feature Ratings

9.0
Accounts payable
9
Accounts receivable
10
Cash management
9
Bank reconciliation
10
Expense management
10
Time tracking
8
Fixed asset management
7
Multi-currency support
9
Multi-division support
10
Regulations compliance
9
Electronic tax filing
7
Self-service portal
9
Global Financial Support
9
Intercompany Accounting
8
Journals and Reconciliations
9
Enterprise Accounting
10
Configurable Accounting
10
Centralized Rules Framework
9
Standardized Processes
9
8.0
Inventory tracking
8
Location management
8
8.0
Pricing
8
Order entry
8
Credit card processing
8
End-to-end order visibility
8
8.0
Reimbursement management
8
8.7
Dashboards
8
Standard reports
9
Custom reports
9
8.5
API for custom integration
8
Plug-ins
9
10.0
Role-based user permissions
10
Single sign-on capability
10

Comments

  • Bethany McDermott | TrustRadius Reviewer
    Bethany McDermott
    (Vendor Representative) commented a year ago
    We're grateful for your detailed feedback on Sage Intacct's reporting and integration capabilities. It's great to hear our report writer and Qlick integration are adding value to your PE client management. We acknowledge the areas for improvement in partner journal entries and error messaging, and we're actively working on enhancements. I would like to invite you to join our customer advocacy program to connect more on your experience. Plus, you can access exclusive events, content and unlock Sage rewards. Please use this link: https://na.sagechampions.com/join/IntacctNATrustRadiusReply to join! Thanks, Bethany McDermott Sage Customer Marketing Manager - Reviews

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