My Experience as an Independent Automated Retailer
September 22, 2025

My Experience as an Independent Automated Retailer

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

Overall Satisfaction with Sage Intacct

Our family vending business used Sage Intacct as the financial book of record for monthly and yearly statements. The ability to customize and group GL accounts was a useful feature for fine tuning our statements to be most effective at analyzing our business. It gave us the ability to analyze business cross-sections using well-defined dimensions. The dimensions and GL accounts were then used in reporting to quickly and accurately provide a snapshot of business activity that was specific to each manager, division, and line of business. We were then able to organize our reports on user-specific dashboards so that valuable information was at our fingertips upon logging in.

Pros

  • Customizable reporting
  • In-depth drill down into reports
  • Ease of importing external data
  • Automating bank reconciliation

Cons

  • Increase functionality of parent/child customer relationships
  • Increase stability across all web browsers
  • Keeping the knowledge base more up-to-date
  • Reduced our time-to-close by 3-4 business days
  • Automated our distribution of internal financial statements
  • Reduced our outstanding A/R by 10%
Due to how unique our business was, we were unable to automate many of the core processes because it required integrating several outside systems, some of which functioned through manual upload processes. However, we were able to standardize these processes using import templates. Once our imports were complete we were able to automate much of the distribution of our internal financial statements using the tools provided by Sage Intacct. It gave us the ability to automatically send certain reports to certain business segments/employees on a regular basis which had previously been done through spreadsheets by our CFO.
While the initial configuration of Sage Intacct is not difficult, it can be overwhelming. The biggest difficulty was configuring the system without having a great reference to how the system works once configured. That is why we used an outside vendor to help manage the transition and configuration from our old system to Sage Intacct. An experienced on-boarding project manager was able to help us gain an understanding of the system as a whole and make sure we configured it correctly. It was beneficial to have this help during set up because we gained the knowledge and understanding of the system so that we could go back and tweak any settings that were not working how we expected or needed to be adjusted as we began using the system more thoroughly.

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 is well-suited for any business that wants to narrow in on reporting for different cross-sections. Each transaction can be identified by one or several "dimensions" which are prepackaged, but customizable. This allows the users to include or exclude these dimensions from reports. It also allows expenses, revenue, and performance to be tracked by employee, project, customer, operating location, etc. If the prepackaged dimensions don't fit your business model you're able to customize the name of the dimension to better fit your needs.

Sage Intacct Feature Ratings

8.0
Accounts payable
9
Accounts receivable
6
Cash management
8
Bank reconciliation
7
Expense management
8
Time tracking
Not Rated
Fixed asset management
Not Rated
Multi-currency support
Not Rated
Multi-division support
10
Regulations compliance
Not Rated
Electronic tax filing
Not Rated
Self-service portal
Not Rated
Global Financial Support
Not Rated
Intercompany Accounting
7
Journals and Reconciliations
9
Enterprise Accounting
8
Configurable Accounting
9
Centralized Rules Framework
Not Rated
Standardized Processes
7
Not Rated
Inventory tracking
Not Rated
Location management
Not Rated
Not Rated
Pricing
Not Rated
Order entry
Not Rated
Credit card processing
Not Rated
End-to-end order visibility
Not Rated
Not Rated
Reimbursement management
Not Rated
8.7
Dashboards
8
Standard reports
8
Custom reports
10
7.0
API for custom integration
7
Plug-ins
Not Rated
10.0
Role-based user permissions
10
Single sign-on capability
10

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