Great tool with API capabilities for process efficiency
February 26, 2025

Great tool with API capabilities for process efficiency

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

Overall Satisfaction with Sage Intacct

We use Sage Intacct as our primary finance tool for everything from collecting invoices to paying vendors. We have been able to integrate Sage Intacct with our CRM tools to improve efficiency of creating projects & sales orders as well as integrate it to our expense tracking platform to streamline employee expense tracking.

Pros

  • Customizable printed document templates
  • Structure of business entities
  • Easy of API integration

Cons

  • Would be nice to see "last log-in date" in the user page
  • A way to bulk print & email order acknowledgements on a daily basis
  • Simplify the reporting tools
  • Lack of intercompany processes have reduced efficiency & cause inter-department conflict
  • API Integrations have greatly helped order entry efficiency
We have benefited from this automations with efficiency improvement and easy of compliance for regular audits.
We have used the multi-entity levels which has been very helpful however we have not efficiently implemented intercompany processes to capture all transactions. A lot of our intercompany tracking is done manually outside of the system. Some of this may stem from lack of knowledge but has been a pain point for years.

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

Not sure

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

Sage Intacct is well suited for a multi-nation company that has multiple financial entities. Enabling customers at the top level to be used by all sub-entities has eased our use of the tool. Also, the API connections have proved very effective for improving company efficiency between departments.

Sage Intacct Feature Ratings

8.9
Accounts payable
9
Accounts receivable
9
Cash management
8
Bank reconciliation
10
Expense management
10
Multi-division support
10
Regulations compliance
8
Self-service portal
5
Global Financial Support
10
Journals and Reconciliations
10
Enterprise Accounting
10
Configurable Accounting
10
Centralized Rules Framework
8
Standardized Processes
8
10.0
Location management
10
8.0
Pricing
6
Order entry
9
Credit card processing
10
End-to-end order visibility
7
8.0
Reimbursement management
8
3.7
Dashboards
5
Standard reports
5
Custom reports
1
8.5
API for custom integration
10
Plug-ins
7
10.0
Role-based user permissions
10
Single sign-on capability
10

Comments

  • Anna Parker | TrustRadius Reviewer
    Anna Parker
    (Vendor Representative) commented 8 months ago
    Thank you so much for your review of Sage Intacct! We're thrilled to hear that it has boosted efficiency in creating projects, sales orders, and expense tracking through API integrations. Your positive feedback on customizable templates and business entity structure means a lot to us. We appreciate your suggestions for improvements, like adding a "last log-in date" feature and simplifying reporting tools. Your insights on intercompany processes are invaluable, and we'll work on enhancing these areas. Anna Parker - Customer Advocacy Executive

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