Great for medium sized companies!
March 18, 2025

Great for medium sized companies!

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

Overall Satisfaction with Sage Intacct

I use Sage Intacct for monthly financial reporting, entering journal entries and other transactions, and pulling reports for analysis of the financials. The product helps me to organize and accurately report on financial data on a monthly or yearly basis. It is also integrated with our bank, which makes AP payments simple and streamlined.

Pros

  • It is fairly easy to copy an existing report and modify it to create custom reports.
  • Available integrations with various other software assists me by automating data entry.
  • It is intuitive and user friendly, while at the same time, being robust enough to handle the accounting functions of a medium sized business.

Cons

  • I would like the ability to reclassify credit card transactions after they have been entered.
  • I would like to be able to utilize allocations with credit card transactions. This would eliminate a manual journal entry that I need to make every month to accommodate this missing feature.
  • I would like to be able to drill down on all values in all reports.
  • We have not calculated an ROI on this.
Initial set up was several years ago, before my tenure began. However, configuring integrations and other setup features has be relatively easy. Articles on the community page are helpful for these instances.
I think Sage Intacct is perfect for a medium sized business. It is more robust than QuickBooks Online, which is great for small businesses. It is less complicated and more user friendly than both PeopleSoft and NetSuite, which are better suited to large organizations.

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 think Sage Intacct is well suited to a medium size business that reports in multiple dimensions. It is a bit too robust for a very small company and probably not quite enough for a very large company. It has most of the features and capabilities that are needed by my organization and seems to be the best choice for us.

Sage Intacct Feature Ratings

8.0
Accounts payable
10
Accounts receivable
10
Cash management
8
Bank reconciliation
10
Expense management
Not Rated
Multi-division support
4
Regulations compliance
Not Rated
Electronic tax filing
Not Rated
Self-service portal
5
Journals and Reconciliations
Not Rated
Enterprise Accounting
Not Rated
Configurable Accounting
9
Centralized Rules Framework
Not Rated
Standardized Processes
Not Rated
Inventory Management ()
Not Rated
10.0
Pricing
Not Rated
Order entry
10
Credit card processing
Not Rated
End-to-end order visibility
Not Rated
Not Rated
Reimbursement management
Not Rated
7.7
Dashboards
5
Standard reports
9
Custom reports
9
10.0
API for custom integration
10
Plug-ins
10
10.0
Role-based user permissions
10
Single sign-on capability
Not Rated

Comments

  • Brock Faucette | TrustRadius Reviewer
    Brock Faucette
    (Vendor Representative) commented 7 months ago
    Thanks so much for your thoughtful review. Were beyond ecstatic that Sage Intacct is meeting your medium-sized business needs. And Sage will scale with you Should your business grow and require an even more robust solution we have other products ready to support enterprise businesses too

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