Item: Sage Intacct
Rating: 9
Author: Verified User

Use Cases and Deployment Scope

We use Sage Intacct very differently than most. We have hundreds of Health and Welfare Plans and each department is associated each H&W Plans bank account. This allows us to have multiple bank accounts paying each trust bills individually.

Pros and Cons

Reconciliations quick and very easy to populate
Front-End Interface easy to navigate
Customer Service response time is same day.

If you have 100 ACHs, you have to approve each one by one, versus select all button to create multiple ACH file for each ACH. I don't want 100 ACHs in one nacha file, i want a quick way to create all 100 pending ACH in 100 individual nacha files.
Auto payment only works for one bank account, versus each department bank account being able to be auto paid.
Difficult to correct/reverse credits applied in error to transactions.

Return on Investment

Less Issues than previous MAS system
only one staff member to complete achs
easy to make payments

Sage Intacct Automation

I don't believe we are using any automation for what we currently do. The reconciliation though automates everything for the month quickly that our Recon person uses to complete each bank accounts recon.

Sage Intacct Configuration

Sage Intacct spent a lot of time with us on the aboarding project and setting us up. Once we were set up they stayed in touch with us for a few more weeks. We have a contact manager, but we haven't needed much help. The AP Customer Support system, responds to very quickly to.

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 500 ERP

Much better, our old MAS 500 system was extremely old.

Likelihood to Recommend

Sage Intacct is great because the interface is very easy to navigate and use for your business. If you are one company, it's extremely proficient to use. Easy reconciliations, AP System, CM System. Paying bills is easy, viewing check registers very easy. What's most important for our company is having 100+ bank accounts for each trust that we maintain, and we can use the department feature as an individual bank account for each client.

Sage Intacct a great provider for multiple departments and entities for multiple bank accounts.

Overall Satisfaction with Sage Intacct