Great Product with Custom Reporting
November 23, 2024

Great Product with Custom Reporting

Hailey Waguespack | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Sage Intacct

I have used various Sage products in my career and have used Sage Intacct for the past two years. Out of all of the Sage products I have used, Sage Intacct is by far my favorite for its user-friendly interface and custom reporting. I work in client accounting services for short-term rental property management companies. Sage Intacct works great for the complex, multi-entity clients who need custom detailed financial reporting. As my clients grow, Sage Intacct scales easily to accommodate new properties and entities, offering real-time insights.

Pros

  • Custom, real-time financial reporting. I am able to streamline my reporting to pull in various account groups and calculations which save me time from having to do it in Excel.
  • Out of the box standard reports for clients who don't require as custom of reporting or even as a great starting point to build out reports.
  • Integrations with other platforms, such as Airbase, various banks, Rippling, etc.
  • The dashboard module is extremely helpful in my monthly review of various entities.

Cons

  • The fixed assets module is severely lacking compared to the rest of Sage Intacct. It seems like much of an afterthought as it is not user-friendly and has multiple bugs causing reporting issues. If a mistake is made, it is not easy to fix. Finding support for this module is seemingly difficult as well.
  • Certain permissions are difficult to distinguish between users.
  • In the accounts receivable module, invoices are not able to be edited once they are paid, even if the payment is unapplied when using revenue recognition. This is a huge pain.
  • Revenue recognition does not always reliably post.
  • It would be very beneficial if we could post dimensions when using the auto-balance function for inter-company transactions.
  • Sage Intacct has been positive for my client's stakeholders to have thorough, customized reporting at their fingertips.
While I have liked all of the Sage products that I have used, Sage Intacct is simply just better for companies with complex accounting needs. The customized reporting blows the other products out of the water.

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

In my experience, Sage Intacct is perfect for clients with complex financial accounting needs, such as a company with multiple entities or large-scale operations. In my experience, individual short term rental owners who have one property and simple accounting needs typically benefit more from a smaller scale accounting platform, such as Quickbooks.

Sage Intacct Feature Ratings

8.3
Accounts payable
10
Accounts receivable
10
Cash management
10
Bank reconciliation
9
Fixed asset management
3
Multi-currency support
6
Multi-division support
10
Regulations compliance
8
Intercompany Accounting
8
Journals and Reconciliations
9
Configurable Accounting
9
Standardized Processes
8
8.0
Location management
8
Order Management ()
Not Rated
Payroll Management ()
Not Rated
9.3
Dashboards
10
Standard reports
9
Custom reports
9
8.0
API for custom integration
8
Plug-ins
8
7.5
Role-based user permissions
7
Single sign-on capability
8

Comments

  • Bethany McDermott | TrustRadius Reviewer
    Bethany McDermott
    (Vendor Representative) commented a year ago
    Thank you for your detailed review, Hailey. We're thrilled to hear that Sage Intacct has been your favorite Sage product, especially for its user-friendly interface and custom reporting. It's great to know that it works well for complex, multi-entity clients and scales easily with your clients' growth. We appreciate your feedback on the fixed assets module and user permissions. If you have any further comments or questions, please let us know. Bethany McDermott - Customer Marketing Manager, Reviews at Sage

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