Love Sage Intacct
September 30, 2025

Love Sage Intacct

Jackie Cooper-Galey | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Sage Intacct

We replaced QuickBooks with Sage Intacct in 2021 to better be able to track restricted dollars. I selected the product because it seemed intuitive—designed by accountants. Sage Intacct is great. It offers several dimensions, so you can slice and dice your financial data in innumerable ways. We are currently using Intacct as our ERP.

Pros

  • Segregates transactions associated with different funders
  • Maintains records electronically
  • Allows lots of customization in reports

Cons

  • The grants module is difficult to understand/implement
  • Training isn’t geared towards NFPs
  • We had outgrown QB. I never have to worry that Sage Intacct will crash and we’ll lose everything.
  • When I came on board, accounting did not have a good way to track restricted dollars. Sage Intacct fixed that.
  • We are able to close each month much faster.
All of the automations have made my team more efficient. Our organization has grown dramatically over the last several years. It helps that we don’t have to keep reinventing the wheel. We also use dynamic allocations, which is a huge timesaver.
We recently implemented the projects/grants module, so we’re still trying to wrap our heads around it. That module has time & expense; we currently outsource that function. We also have Sage Intacct Planning, which we are re-building out with some changes in structure.
Depends on the system. With grants/projects it would be super helpful to have a consultant who has used the product in a NFP. My experience has been that a lot of times support just does things vs showing us how it’s done.
As a CPA in public accounting, I was exposed to many systems. I was in on the ground floor with the implementation of NetSuite for a client; it was clunky, the reporting was ugly, and it wasn’t user friendly. Sage Intacct is a great option for mid-size organizations who have outgrown Quickbooks.

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 has made our annual audits easier, with much of the documentation available for the auditors to retrieve themselves. I haven’t had a situation where the product was not appropriate. The cost is a bit of a barrier.

Sage Intacct Feature Ratings

10.0
Accounts payable
10
Accounts receivable
10
Cash management
10
Bank reconciliation
10
Expense management
10
Time tracking
Not Rated
Multi-currency support
Not Rated
Multi-division support
Not Rated
Regulations compliance
10
Electronic tax filing
Not Rated
Self-service portal
Not Rated
Global Financial Support
Not Rated
Intercompany Accounting
Not Rated
Journals and Reconciliations
10
Enterprise Accounting
10
Configurable Accounting
10
Centralized Rules Framework
10
Standardized Processes
10
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
10.0
Dashboards
10
Standard reports
10
Custom reports
10
Not Rated
API for custom integration
Not Rated
Plug-ins
Not Rated
10.0
Role-based user permissions
10
Single sign-on capability
10

Not-For-Profit Usage

Grant tracking, expense management, reporting. Sage Intacct also integrates with Salesforce, which was already in place when we chose Sage Intacct. We only have 3 accountants; the automations help us stay efficient. The approval routing is also a time saver.
  • Bill.com
  • Sage Intacct Planning
We are still in the discovery phase of integration with Salesforce. Integrating with the Center Card (bill.com) has been easy. SIP is difficult to manage with complex funding models.
I have designed dashboards for several stakeholders. They’re easy to use, easily customizable, and keep our people up to date.
It has helped us keep the accounting team lean, which ultimately frees more funds for our core services.

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