Sage Intacct is a solid choice!

We selected Sage Intacct as our central hub application for various financial processes. Sage Intacct is our source of truth for our general ledger and primary financial reporting tool. We moved to Sage Intacct to provide a web-based financial platform to support hybrid work schedules. Sage Intacct provides strong internal controls and reports to support our external audit as well.

Sage Intacct does provide the central hub for our general ledger. Strong API integrations with both our third party budget solution (MARTUS) and our expense management and AP Automation provider (Ramp) provides seamless synchronization resulting in more efficient processes than standard export/import processes. This has been a time-saving element for our team.

We do have a two-entity environment (church and separate foundation) and so the ability to report separately on each "location" is essential. We can share a common chart of accounts which simplifies things, but can report separately based on location. We use Project Code feature in the AR Module to add an additional dimension in our transaction processing. This gives us the ability to report not only by department or expense line, but to also provide reporting on a particular event across the organization by tagging transactions with a specific Project Code. We also use the Project Code feature to provide additional detail for various revenue or expense lines. For example, in our school, we can have one line for tuition revenue, but then tag it with a different project code for detail (Standard Tuition, Registration Fees, Afterschool Program, etc.)