Quick and Easy Accounting for every user.
Updated March 26, 2025

Quick and Easy Accounting for every user.

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Sage Intacct

We use Sage Intacct for our invoicing and recurring billing. We can track AR and use the many reporting features available to us. We can email invoices to customers for auto payments and track communication sent. Intacct has multiple report capabilities and can filter out per product family, which is important for our company. We sell three different products and like to filter out revenue relative to each product.

Pros

  • Recurring Billing.
  • The ability to name invoices with specific details.
  • The ability to run reports on product families.
  • The ability to track revenue schedules.
  • Easily void payments.
  • Easily create credit memos.

Cons

  • Updating customer information.
  • Recurring Billing Customers - the ability to avoid invoices being paid if a customer is set up as a recurring billing customer. Only recurring invoices should be paid.
  • Duplicating an invoice that has an incorrect address, but you have updated the customer's address details.
  • Sage Intacct streamlines our financial processes, providing real-time visibility into our data.
  • The automation of Intacct reduces our manual tasks, saving us time and increasing our productivity.
  • Intacct integrates with Versapay so we can collect payments quickly.
Yes, we have benefited from this automation, which has streamlined our workflows across our three product lines. Automating these processes has greatly improved any manual errors, leading to more reliable financial data.
I personally have not used these modules.
Although I was not personally involved in configuring the system, I believe it was a seamless process with no glitches. From start to finish, everything was done quickly and without any significant issues or delays.
We previously used saasoptics (which is now Maxio). It was much more complex and tedious and did not serve our type of business well. There were too many manual calculations necessary to track our software orders. The software was purchased by a new owner who knew nothing about our business to make a proper evaluation. We are currently also using Chargebee. While Chargebee has some great features, I do feel that Intacct far exceeds both of these products in terms of usability.

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

Chargebee, Salesforce CMS, SysAid, Versapay, Avalara, Visa Acceptance Solutions (CyberSource), GoCardless, Assembly Neos, Microsoft 365 Business Premium, Google Chat, Skype
Sage Intacct is easy to learn and very user-friendly. It's easy to create filters and manage views for a particular user.

Sage Intacct Feature Ratings

5.0
Accounts payable
5
Accounts receivable
5
Cash management
5
Bank reconciliation
2
Expense management
5
Time tracking
5
Fixed asset management
3
Multi-division support
8
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
5
Enterprise Accounting
5
Configurable Accounting
5
Centralized Rules Framework
Not Rated
Standardized Processes
7
9.0
Inventory tracking
Not Rated
Location management
9
9.0
Pricing
10
Order entry
10
Credit card processing
7
End-to-end order visibility
Not Rated
Not Rated
Reimbursement management
Not Rated
9.0
Dashboards
9
Standard reports
9
Custom reports
9
9.0
API for custom integration
9
Plug-ins
9
9.0
Role-based user permissions
9
Single sign-on capability
9

Comments

  • Bethany McDermott | TrustRadius Reviewer
    Bethany McDermott
    (Vendor Representative) commented 2 years ago
    We're delighted to hear about your positive experience with Sage Intacct's invoicing and reporting capabilities. Your feedback on the ease of recurring billing and detailed invoice naming is greatly appreciated. Thank you for your valuable insights and for choosing Sage Intacct. I would like to invite you to join our customer advocacy program to connect more on your experience. Plus, you can access exclusive events, content and unlock Sage rewards. Please use this link: https://na.sagechampions.com/join/IntacctNATrustRadiusReply to join! Thanks, Bethany McDermott Sage Customer Marketing Manager - Reviews

More Reviews of Sage Intacct

  1. Home
  2. Accounting Software
  3. Sage Intacct Reviews
  4. User Review of Sage Intacct