Sage Intacct 2024 Review.
October 17, 2024

Sage Intacct 2024 Review.

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

Overall Satisfaction with Sage Intacct

I use Sage Intacct to adjust the GL and pull data into reports. The biggest problem that the company faces is that the role and user capabilities are too broad and not unique to our needs. For instance, the Account Manager role may need to change a project, but only to certain aspects of the project. There are issues with reports that pull data from places that can easily be manipulated, but we can't take away permissions as a whole because essential aspects of the user's jobs would then be taken away.

Pros

  • Sage Intacct make access to video tutorials easy to access and search.
  • Sage Intacct has reporting features that are easy to create and preview.
  • Sage Intacct sends notifications built on specific Business needs.

Cons

  • The "Duplicate" button needs to have the option to be turned off or at least for the duplication only to carry over certain aspects. Allowing users to "duplicate" means more room for human error if they forget to change one object or item.
  • Sage does not have a 24/7 chat helper function that would eliminate many painful hours spent searching for a fix. For instance, the import rejections have specific codes that explain why a lien was rejected in the CSV, but there is no listing of what those codes mean. If there was a live chat feature, the code could be entered, and the solution spits out.
  • There should be a default option where all text would be entered in all CAPS. This helps entries on the GL appear cleaner and easier to read.
  • The negative impact has been a 13% decrease in timely billings whenever Sage Intacct or Alliance personnel cannot resolve an issue quickly.
  • Employee involvement and reporting have increased as the company has expanded and more people utilize Sage's capabilities.
  • The business plans on expanding operations, and Sage is already implemented to keep up with the growth. We plan to see a 25% employee increase over the next year.
We use Titanium Timberscan to automate Accounts Payable functionality. This has saved us Payroll expenses, time, and document loss. The ability to customize the information collected from vendors has been awesome for automating reports and tracking expenses.
We have used multi-entity accounting; compared to competitors, Sage Intacct is the easiest with the dimensions and screen views. Contract revenue is a new module that we are jumping into, but it seems to have functionalities that other programs do not offer.
At initial use, the vendor configured it. With more practice, Configuration is managed more in-house. Sage Intacct was helpful during this process.
QuickBooks Online ultimately was not able to keep up with our business in the long term. We needed a solution that understood construction accounting specifically because it has unique features. Also, other construction accounting users recommended Sage Intacct to us.

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

Sage Intacct would be perfect for a small business that is looking to streamline invoicing, payments, credit cards, and employee personnel. It is a one-stop shop for tracking information and storing attachments. I think there are cheaper options for those who do not want the hassle of setup in Sage, but I think Sage is better in the long run. For larger companies, Sage can be confusing. Sometimes, the attachments override themselves when using the "duplicate" or "populate from last bill" feature, and there is no way to turn that control off for prevention.

Sage Intacct Feature Ratings

Accounts payable
9
Accounts receivable
9
Cash management
9
Bank reconciliation
6
Expense management
7
Time tracking
5
Fixed asset management
5
Multi-currency support
5
Multi-division support
8
Regulations compliance
7
Self-service portal
4
Intercompany Accounting
8
Journals and Reconciliations
6
Configurable Accounting
6
Centralized Rules Framework
6
Standardized Processes
7
Pricing
8
Order entry
8
Credit card processing
7
Dashboards
8
Standard reports
10
Custom reports
10
API for custom integration
10
Plug-ins
8
Role-based user permissions
6
Single sign-on capability
10

Using Sage Intacct

ProsCons
Like to use
Relatively simple
Easy to use
Well integrated
Consistent
Convenient
Feel confident using
Requires technical support
  • Entering new Projects or AP bills is easy to do and keep track of.
  • Creating custom reports is easy to do as well as easy to edit with the preview feature.
  • The drop-down menu at the top for different entities makes the software easy to maneuver.
  • Creating custom rules can be difficult even with the Field Lookup feature.
  • Customizing Order Entry user roles is too broad and should be more specific.
  • It would be helpful to eliminate the "Duplicate" button so that jobs and bills cannot be duplicated. This causes too many fields to carry over, and users forget to edit each field.
Yes - I do not use the interface because I like to use a larger screen.
Sage Intacct offers more integration that other platforms and it is easy to use even for users who do not have prior experience with software's of its kind.

Comments

  • Bethany McDermott | TrustRadius Reviewer
    Thank you for your feedback on Sage Intacct. We appreciate your insights and are glad to hear that you find our video tutorials and reporting features helpful. We are continuously working to improve our product and will take your suggestions into consideration. If you have any further questions or need assistance, please don't hesitate to reach out. Thanks, Bethany McDermott - Sage Customer Marketing Manager, Reviews

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