Fantastic mid-market accountingreporting solution
February 16, 2026

Fantastic mid-market accountingreporting solution

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

Overall Satisfaction with Sage Intacct

I currently use Sage Intacct to manage accounting for multiple clients in a Family Office setting. Intacct met our requirements which included bill pay, banking connections with semi-automated reconciliations, client login abilities and others. The primary feature we chose Intacct for was the ability to do consolidated reporting. Each family has anywhere from 5 to 40+ entities and the ability to produce stand lone financials as well as consolidate them in various ways based on family ownership is critical. Also, the ability to easily monitor cash balances in the various entities to be able to pay external loans, transfer cash between entities and plan for distributions was a significant requirement. There is 'bonus' functionality that was not a requirement but I'm using such as working on a custom dashboard to monitor for specific cash planning as well as the ability to publish reports that clients can use their own login to review and drill into.

Pros

  • Consolidations
  • Reporting
  • User Friendly

Cons

  • Reporting templates for Family Office
  • Better support in their help articles geared toward Family Office
  • The ability to delete or create certain records by an admin (ie-AP invoices, cash receipts etc)
  • Ability to bring in more clients without additional headcount
  • Ability to provide clients better reporting and insights
  • Better support to our tax team with comprehensive and accurate financials
The inter-entity feature is customizable and automatic - when you record something between 2 entities the inter-entity lines of the JE create automatically based on the way you set the rules up. It's also very easy to reconcile inter-entity transactions if you use the dimensions as a required element.
I worked directly with Sage to Implement. The people I dealt with were all fantastic and as helpful as they could be. Again, when you advertise a product as a Family Office solution but don't provide any guidance on how to use the various fields with that in mind, I had to stumble through it a bit. That said, I did implement it myself and after I got to know the system a bit better made some setup changes - which were very easy to do. Any time I had any questions during the process they were great in responding quickly.
Sage Intacct has most of the best features but doesn't have things integrated that I don't need/use. It's very module based so you can add/remove modules as you need to. It's very scalable as well so as I add entities, there's not an incremental software cost like there would be with QuickBooks and it's less expensive than Oracle.

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?

No

Did implementation of Sage Intacct go as expected?

Yes

Would you buy Sage Intacct again?

Yes

If someone was asking about it for retail use it would be a 10 for sure. Compared to larger ERPs, Intacct has most everything most business would need and then some. For the Family Office environment it's like fitting an oval shape into a round hole. It's really close, but you have to do some manipulating in how you use it.

Sage Intacct Feature Ratings

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

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