Sage Intacct: Robust and configurable system but wish it had more features built in rather than as third party add-ons
July 16, 2024

Sage Intacct: Robust and configurable system but wish it had more features built in rather than as third party add-ons

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

Overall Satisfaction with Sage Intacct

We use Sage Intacct as our main finance and accounting system, for AP, AR, staff reimbursements, financial tracking and reporting. We are a non-profit with much of our funding coming from government grants so we much be able to track our spending very carefully - as such we have GLs, item codes set up within each GL, as well as Cost Centres, project codes, and funding resources as our dimensions to track all revenues and expenditures.

Pros

  • Lots of dimensions that we use to track each expense
  • Great customizable reports
  • Simple interface

Cons

  • Sage Intacct itself is rather barebones. The purchasing flow from PO to invoice to payment is not intuitive
  • Needs to have more robust approvals system, for example delegating approval for when you are on vacation
  • Native EFT payment for AP in Canada
  • Prettier interface
  • More robust tax coding (as a non-profit we receive a government rebate on GST/HST and would love to have automated coding across all modules of Sage Intacct that allow us to code things by tax code and the system automatically calculates and splits out the taxes)
  • Overall our whole business runs on Sage Intacct- as a registered charity it is super important to be able to track our expenses very accurately and in a detailed manner which Sage Intacct allows, a huge positive impact
  • Being able to track our grants and having accurate reporting for government organizations is priceless to us
  • Negative impacts would include a very basic AP module that doesn't natively do EFT payments
  • Another negative impact would be the time and expenses module - the UI is not easy for employees and overall time consuming and difficult to enter data (partly our own fault for having so many dimensions)
  • AP automation would be great
We have not used native Sage Intacct automation - was not aware AP automation is live and included in our subscription.
We do have multiple entities which is great, as our organization continues to expand globally these will be very valuable to us
It took a lot of work to set up Sage Intacct but we understand our use case as a Canadian non-profit is somewhat unique so we had to set things up in unorthodox ways to work for us. We do not have sales or inventory but rather use Sage Intacct to track our revenues and expenses in a very detailed manner with 5 dimensions of coding for each transaction.
None currently, other software was evaluated before we integrated Sage Intacct but that was before my time at the company so I am not familiar with which ones. Overall Sage Intacct was the best solution with the multiple configurable dimensions, and filtered lists to make sure our users can input data correctly. In terms of AP automation we have looked at integrating Beanworks, Tipalti, Salesforce, Float for credit cards.

Do you think Sage Intacct delivers good value for the price?

Not sure

Are you happy with Sage Intacct's feature set?

No

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?

No

Would you buy Sage Intacct again?

Yes

Overall it is a good accounting system, it is fast, doesn't have much downtime or too many glitches. We are using it in a slightly novel way as a Canadian non-profit organization as we are not in the business of selling products or having inventory so it is not fully suited for us but we are making it work well for our purpose after a long period of set up and tweaking things.

Sage Intacct Feature Ratings

7.4
Accounts payable
4
Accounts receivable
3
Cash management
9
Bank reconciliation
8
Expense management
9
Time tracking
5
Fixed asset management
5
Multi-currency support
8
Multi-division support
10
Regulations compliance
9
Electronic tax filing
Not Rated
Self-service portal
Not Rated
Global Financial Support
Not Rated
Intercompany Accounting
Not Rated
Journals and Reconciliations
8
Enterprise Accounting
6
Configurable Accounting
10
Centralized Rules Framework
9
Standardized Processes
8
10.0
Inventory tracking
Not Rated
Location management
10
1.0
Pricing
Not Rated
Order entry
Not Rated
Credit card processing
1
End-to-end order visibility
Not Rated
1.0
Reimbursement management
1
8.0
Dashboards
6
Standard reports
9
Custom reports
9
6.5
API for custom integration
6
Plug-ins
7
9.5
Role-based user permissions
9
Single sign-on capability
10

Not-For-Profit Usage

Configurable dimensions, filtered lists, good customizable reporting.
Yes, dashboards working well.
Yes, we are beginning to expand to multiple entities so have not yet taken full advantage of this yet but it is a great feature for us
Very useful for detailed expense tracking for government grant reporting

Comments

  • Bethany McDermott | TrustRadius Reviewer
    Bethany McDermott
    (Vendor Representative) commented a year ago
    Thank you for your detailed review. We're delighted that Sage Intacct's detailed tracking and reporting are beneficial for your organization. We take note of your feedback regarding the approvals system and user interface. Your insights help us focus on what matters most to our users. Thank you for your review - Bethany McDermott, Sage Customer Marketing Manager, Reviews

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