a very user friendly tool for all your end to end accounting needs
February 13, 2024

a very user friendly tool for all your end to end accounting needs

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

Overall Satisfaction with Sage Intacct

I am using Sage Intacct for Accounting & Financial reporting purpose. Its a great software which has all the right tools which are useful in our daily recording of data & there are multiple ways by which we can keep a track of our revenue. Invoicing activity also becomes very easy due to the easy bulk upload process & invoices can be shared just from a few clicks. Also the ease at which we can implement multi currency & multi entity models are very useful.
  • i recently prepared a custom report to track month on month recurring & non-recurring revenue by customers which reduced the manual effort of preparing reports in excel which an excellent feature.
  • we can generate invoices in multiple currencies by having a separate transaction definition under a single entity
  • Invoices can be shared directly from Sage Intacct by customizing suitable templates
  • as per the requirements of the organization i am working for i haven't encountered any such difficulty as of now
  • In terms of time saving, Sage Intacct is very beneficial for day to day accounting & reporting purposes.
In our organization we have setup the automatic invoice generation process for recurring revenues & and Deferred revenue model has also been set up for few businesses from where we can easily track the revenue waterfall for each customer. Invoice sharing has also been automated in few cases which proves to be very helpful.
Most of the businesses has different streams of revenue or they have subsidiaries under them, having different entities for each of these revenue sources really helps in keeping a track of there individual as well as consolidated reports. Sage Intacct allows you to use a different set of items or template for the Invoices which can be very useful in case of acquisitions.
Sage Intacct takes care of end to end requirement of a business. I personally find it very user friendly & the interface is very smooth. Everything is very systematically designed.

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?

I wasn't involved with the implementation phase

Would you buy Sage Intacct again?

Yes

It saves a lot of time when we are working on the AR part of any business, from generating the Invoices which can be automated also to sharing the Invoices. The tracking process is also very convenient either we use AR aging or P&L reports it makes day to day reporting very easy.

Sage Intacct Feature Ratings

Accounts payable
8
Accounts receivable
10
Cash management
9
Bank reconciliation
8
Expense management
9
Time tracking
Not Rated
Fixed asset management
Not Rated
Multi-currency support
9
Multi-division support
9
Regulations compliance
Not Rated
Electronic tax filing
Not Rated
Self-service portal
Not Rated
Global Financial Support
Not Rated
Intercompany Accounting
9
Journals and Reconciliations
9
Enterprise Accounting
9
Configurable Accounting
9
Centralized Rules Framework
Not Rated
Standardized Processes
9
Inventory tracking
9
Location management
9
Pricing
8
Order entry
10
Credit card processing
Not Rated
End-to-end order visibility
8
Reimbursement management
8
Dashboards
10
Standard reports
10
Custom reports
10
API for custom integration
9
Plug-ins
Not Rated
Role-based user permissions
10
Single sign-on capability
10