Sage Intacct
November 01, 2024

Sage Intacct

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

Overall Satisfaction with Sage Intacct

I use Sage Intacct for accounts payable. We process all our invoices through Sage Intacct. We use it to track GL codes and use the reports available in Sage Intacct to make sure we are not missing any bills month to month. We also use the reports to review and approve bills for payment. Once everything is approved we use Sage Intacct to cut checks. the ease of clicking a button and having your check in hand ready for final review is very nice.

Pros

  • Reports. being able to see everything in the system compiled into one spread sheet for the specific category I need any any given moment is extremely useful.
  • Training. The ability to utilize things like the university and the community to get help on training and discovering additional uses for Sage is extremely useful.
  • Permissions. Being able to restrict people's access so they only have access to what they need and cannot make changes in places they have no place being is extremely useful.

Cons

  • Imports. I think Sage Intacct could use the ability to generate a bill register, then allow the use to delete what invoices they do not want to pay with no further editing. Upload that register to Sage Intacct and have Sage Intacct automatically add all those items to the "print checks" tab.
  • View payment requests. I wish this gave more details. sometimes I am cutting checks to the same vendor from 30 different entities, and I accidentally click the wrong bank account to cut the check from. If there were more details under the "view payment requests" tab; it would be easier to find the item I am looking for.
  • We manage over 30 entities in Sage Intacct and being able to hop between them or se at top level is very useful.
I have not used any automation within our AP process. We have not found a way to implement it well for our company. I think we are big enough that we have the problems it would solve, but not big enough to have the personnel to implement the process. The people who would have to deal with the management side of things don't have time.
We are a multi-entity company. This aspect of Sage Intacct is very useful. I am able to easily navigate between entities and even post items that get split between entities at top level. I do wish there was an easier way to make a payment for an invoice that gets split between 20 locations by clicking the one at a time and selecting the portion only assigned to facility A, then selecting that facility's bank account, then repeating 20 times so one invoice can get paid. I want the system to have the option to recognize the bill is split between 20 locations and have a default bank account assigned to those facilities then with a click the system splits it all out and processes the payment on its own.
The configuration is good and straightforward for the base product. When you start to get deeper into the systems, some things are not as well organized. For example, I had to print a sample void check one time to create autopay for an account, and finding where to do that was a pain. Once in the account options and going to checks it was easy but find where that account was to select in the first place was not straightforward.
Sage Intacct is better for payments but Stampli has a good thing going with its use of AI and ease of processing invoices. That is what we use it for. To allow faster ways of getting the invoices into the system. It then links to Sage Intacct and Sage Intacct takes over from there.

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

Check runs and month closing it is extremely useful. I am able to get my team to process items quickly and easily. I am also able to review items for month end and determine what is missing in a timely manner because of the functionality of the reports. It is extremely useful.

Sage Intacct Feature Ratings

7.7
Accounts payable
8
Accounts receivable
8
Cash management
7
Bank reconciliation
7
Multi-division support
8
Self-service portal
9
Global Financial Support
9
Intercompany Accounting
8
Journals and Reconciliations
7
Standardized Processes
6
8.0
Location management
8
7.5
Pricing
7
Order entry
8
Credit card processing
7
End-to-end order visibility
8
Payroll Management ()
Not Rated
8.3
Dashboards
9
Standard reports
10
Custom reports
6
7.0
API for custom integration
7
Plug-ins
7
8.0
Role-based user permissions
8
Single sign-on capability
8

Comments

  • Bethany McDermott | TrustRadius Reviewer
    Bethany McDermott
    (Vendor Representative) commented a year ago
    Thank you for your detailed review! We're glad to hear that Sage Intacct's reporting, training, and permissions features have been useful for your accounts payable process. We appreciate your feedback on imports and payment requests, and we're continuously working to improve. Your insights on managing multiple entities and the ease of configuration are invaluable to us. Thanks, Bethany McDermott Sage Customer Marketing Manager - Reviews

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