Sage is great for Multi Entity Management
June 04, 2023

Sage is great for Multi Entity Management

Patti Pertile | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Sage Intacct

We use Sage Intacct for our Accounting needs. We are a multi location medical practice. Sage helps us keep track of expenses by location. We use the various features within Sage that include bank feeds, Order Entry, AP, GL, etc. Sage integrates with many applications to eliminate manual data entry. It is very user friendly and offers many areas of help.
  • Bank Feeds directly into Sage from PNC
  • Order entry to create invoices to our customers
  • Reconciliations to ensure we have accounted for Credit card expenses
  • Would like to be able to modify an AP invoice within an open period that was paid by credit card
  • Reporting function is difficult to create custom reports
  • More automation
  • Love the function of storing invoices with the bill in Sage
  • Love the bank feeds for reconciliation purposes
  • Would like to see some better standard reports
We will be taking advantage of the plugins for ACH payments through the bank. This feature is great. We also utilize the intercompany transactions and this is very helpful.
We are using the multi-entity consolidation and this has been a great feature. Previously we had several QB accounts to maintain. Having everything in one system is a huge timesaver.
We used an outside vendor to do the configuration. They were great and it was nice to get the system customized to our needs.

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

QB is not an accounting software, it is more for bookkeeping purposes. Sage is all encompassing and allows us to consolidate much more easily and efficiently.
I think Sage is great for multi location companies. Intercompany transactions occur behind the scenes, which is nice. The Payables application could use some better reporting for doing check runs.

Sage Intacct Feature Ratings

Accounts payable
7
Accounts receivable
8
Cash management
8
Bank reconciliation
9
Expense management
9
Time tracking
9
Multi-division support
10
Intercompany Accounting
10
Journals and Reconciliations
10
Enterprise Accounting
10
Order entry
10
Dashboards
6
Standard reports
6
Custom reports
3
Plug-ins
9
Role-based user permissions
9
Single sign-on capability
9