Bank Reconcilaitions Made Easy
Updated September 24, 2024

Bank Reconcilaitions Made Easy

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

Overall Satisfaction with Sage Intacct

My company switched from Sage 100 to Sage Intacct a little over a year ago and what a difference that has made! I primarily use Intacct to reconcile our bank statements and love how using the bank feed and match/create rules have automated the reconciliation process and saved hours each month

Pros

  • Allows for transaction mass imports (great for recurring transactions)
  • Automated bank feeds allow for automatic imports of all bank transactions
  • Match and Create rules look for certain (user defined) patterns in bank transactions and clears the transactions in the bank reconciliation

Cons

  • The Match rules (which are great) could use more parameters so we can expand the number of matches
  • We can do more faster and with fewer resources
Transactions are easier to mass upload
I do not have any knowledge of these additional modules but would imagine they are worth a look if someone is considering the product
I was not involved in the configuration process but did attend some pre rollout training. The training was very helpful and our repesentative was very resopnsive when we had questions that could not be answered during the training session/s
We previously used Sage 100 so I believe Sage Intacct was our first look

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?

I wasn't involved with the implementation phase

Would you buy Sage Intacct again?

Yes

I love how using the bank feed and match/create rules have automated the reconciliation process

Sage Intacct Feature Ratings

8.5
Accounts payable
Not Rated
Accounts receivable
Not Rated
Cash management
8
Bank reconciliation
9
Expense management
Not Rated
Time tracking
Not Rated
Fixed asset management
Not Rated
Multi-currency support
Not Rated
Multi-division support
Not Rated
Regulations compliance
Not Rated
Electronic tax filing
Not Rated
Self-service portal
9
Global Financial Support
Not Rated
Intercompany Accounting
Not Rated
Journals and Reconciliations
9
Enterprise Accounting
Not Rated
Configurable Accounting
Not Rated
Centralized Rules Framework
8
Standardized Processes
8
Not Rated
Inventory tracking
Not Rated
Location management
Not Rated
Not Rated
Pricing
Not Rated
Order entry
Not Rated
Credit card processing
Not Rated
End-to-end order visibility
Not Rated
Not Rated
Reimbursement management
Not Rated
Not Rated
Dashboards
Not Rated
Standard reports
Not Rated
Custom reports
Not Rated
8.0
API for custom integration
8
Plug-ins
Not Rated
8.5
Role-based user permissions
8
Single sign-on capability
9

Sage Intacct Support

ProsCons
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
No escalation required
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
None
I'm not sure. The decision was made by another person
Yes - After trying to correct an issue I was having on my own, I finally got the support team involved and they resolved the issue on the first attempt
I was experiencing a login issue the wee wern't able to correct in hours so we reached out to the Intacct support team and they resolved it on the first attempt
My issue was resolved to my satisfaction

Comments

  • Bethany McDermott | TrustRadius Reviewer
    Bethany McDermott
    (Vendor Representative) commented a year ago
    Thank you for sharing your experience with Sage Intacct. We're thrilled to hear about the efficiency gains and automation benefits you've achieved. Your feedback on expanding match rule parameters is invaluable. We appreciate your recommendation and are glad you're enjoying the value Sage Intacct brings to your work. 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

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