Honest Employee Review on Sage Intacct
June 07, 2023

Honest Employee Review on Sage Intacct

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with Sage Intacct

I use it for order and quote processing + inventory partially. It helps keep everything structured, organized, and easy to process. It's very user friendly and was fairly easy to pick up the basics of quickly while training. It makes it easy to convert quotes to orders and allows everyone with an account within the company to access everyone's work with ease.
  • Rearranging the line items in a quote or order
  • Converting one document into another type (eases workload)
  • Allows easy and stress-free navigation
  • Permanent customer account notes
  • Sometimes the 'order message' section of our orders will cut off when converted to PDF
  • Being able to open more than one tab of the same 'level' at a time
  • getting orders/quote to more customers faster = happier customers which = more business!
  • being able to easily edit documents makes human mistakes easy to fix which = happier customers which = more business!
  • The ability to add personalized notes and messages to line items and orders/quotes over all makes the finalized documents easily for customers to understand which = happier customers which = more business!
To be honest, I am not involved in the accounting side of things, but as for the order management side I can add a little input... it is very easy to convert orders into shipping docs and then invoices, so that definitely is a huge plus so keep everything automated and flowing nicely from start to finish
I believe the configuring process was fairly easy to do and required only some assistance from the vendor; it was, just like the use of the system day to day, fairly straight forward and easy to navigate. It's definitely good that the vendor is available to assist with anything you need more info on though.

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

Sage is definitely less complicated to maneuver around and navigate through than SAP... SAP had more ability to add things like customer account notes and lots of detail, but it also created a very overwhelming and difficult to learn system. I would definitely recommend Sage over SAP in many cases...
I find that this is good for basic order entry, quote creation, and other similar document for department besides mine to utilize easily and to be able to convert one document type to another as the normal 'flow' tends to go. It may be difficult to use if orders contain a high volume of detail per line item.

Sage Intacct Feature Ratings

Accounts payable
Not Rated
Accounts receivable
Not Rated
Cash management
Not Rated
Bank reconciliation
Not Rated
Expense management
Not Rated
Time tracking
Not Rated
Fixed asset management
Not Rated
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
Not Rated
Journals and Reconciliations
Not Rated
Enterprise Accounting
Not Rated
Configurable Accounting
Not Rated
Centralized Rules Framework
Not Rated
Standardized Processes
6
Inventory tracking
6
Location management
6
Pricing
6
Order entry
6
Credit card processing
Not Rated
End-to-end order visibility
6
Reimbursement management
Not Rated
Dashboards
Not Rated
Standard reports
6
Custom reports
Not Rated
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