Sage Intacct

Sage Intacct

(504)
4.2 out of 5 stars

Sage Intacct is cloud accounting and web-based financial management software designed to help companies improve performance and accelerate growth.

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Sage Intacct review by <span>Tom A.</span>
Tom A.
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Outstanding Scalability

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What do you like best?

First off, I love the speed of Intacct. The dashboards refresh in seconds and reports run quickly, online or offline.

Second, the user experience is excellent. I am okay with some complex screens but Intacct keeps it to the essential stuff. It's surprised me how quickly users of Quickbooks adapt to a system that's actually a lot more complex underneath.

Customizability! I can rearrange the input screens (somewhat), write my own reports and dashboards, even make SmartRules and SmartEvents to keep things on the straight and narrow.

What do you dislike?

I don't like how the Intacct handles company charge cards. The process for recording and paying off card charges seems unnecessarily complicated and I'm hoping they'll fix that in an upcoming release.

Recommendations to others considering the product

Consider implementing and integrating in phases. Start with core financials and integrate expense reporting and bill payment. Later add Projects, Contracts and other complex processes and integrations with Salesforce, etc.

Don't use for manufacturing or heavy inventory at this time.

What business problems are you solving with the product? What benefits have you realized?

A big one for us is Project Costing. With Sage Intacct we have timesheets and expense reports that feed right into Projects. We can bill those hours and expenses right back out again automatically. Or, for projects where we are charging a flat rate, these things go into the cost and we can instantly see whether we're profitable.

Also love custom dashboards with Performance Cards, so I can devise metrics I want to track and see them right there every time I open Intacct.

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Sage Intacct review by <span>Todd D.</span>
Todd D.
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Flexibility and power

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What do you like best?

The ability to build your own reports to match existing formats used for audited financial statements, to essentially embed in the ERP what probably took many hours each month to produce using data downloads and manual manipulation in Excel

What do you dislike?

There really isn't anything I can think of that I would say I dislike about the software.

Recommendations to others considering the product

Take the time to get your data organized before implementing, as it will be well worth it. Intacct can do virtually anything you can comprehend from an ERP system, from Contracts to Order Entry to A/R and Collections, to Project Management, Purchasing, Accounts Payable, and Cash Management ... and of course, a best-in-class financial reporting package including customizable, role-based dashboards featuring drill-down into underlying transaction data. You can track employee time and expense as well, and allocate to projects. To properly capitalize on the conversion to Intacct, however, it will pay off to really put the time in to scrub your legacy data first: get rid of old vendors, GL accounts rarely if ever used, etc.

What business problems are you solving with the product? What benefits have you realized?

We've seen a much more streamlined chart of accounts and our clients gaining efficiency by being able to see business insights quickly using dimension filters, rather than having to manually deconstruct and recompose data

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Sage Intacct review by <span>Jessica G.</span>
Jessica G.
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Excellent product!

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What do you like best?

Intuitive, easy to use financial system! Productivity has skyrocketed after implementing Intacct for our non-profit organization. We love the accessibility and reporting as well as the flexibility offered with the use of dimensions. Our employee users love the dashboard feature and the availability of real time data!

What do you dislike?

We would love to see a mobile application that is easy to operate on the go! Some approvers within our company struggle with approving consistently as many are traveling and have trouble with technology in general. Some others complain about the comments section after declining a transaction. You can access it after clicking inside the history, but they would like easier access to see comments.

What business problems are you solving with the product? What benefits have you realized?

Sage Intacct provides real time data to our key decision makers, including executives and department managers. Dashboards have been a game-changer for our organization. Dimensions provide the ability to slice and dice our data in a way that is useful for analysis.

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Sage Intacct review by <span>Laura I.</span>
Laura I.
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The Best move you can make

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What do you like best?

The automation of data entry cut down on our bookkeeper's time by 25% - 50%; allowing her to take on additional duties. The ability to customize reports EXACTLY how you want/need is limitless and provides an in depth look at your company with a click of a button, once your reports are built.

What do you dislike?

There are minor features that do not exist in Intacct that I would love to see added (such as keyboard shortcuts for saving an entry). But nothing worth complaining about or that inhibits the usability of the system.

Recommendations to others considering the product

If you're on the fence - the cost of Intacct is more than worth the time saved (labor expense). Everyone would love the ability to free up time in order to maintain a more balanced workload, or take on additional duties. Intacct is the solution to get you there!

What business problems are you solving with the product? What benefits have you realized?

Quicker reporting/insights. A LOT less data/manual entry of information. We've moved from spending hours on data entry to being able to spend more time analyzing the information in the system.

Bookkeeping tasks are streamlined because of the ability to mass import transactions.

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Sage Intacct review by <span>Aaron T.</span>
Aaron T.
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What do you like best?

I love the Intacct mission, their drive that pushes them to change the finance area of business. Going from status quo to truly real-time and anti spreadsheet! The new UI is great and really has a nice modern feel. If you don't need alot of customization Intacct's 'vanilla' app works GREAT!

What do you dislike?

Customization is a bit challenging. Intacct's API is very limited, we've been having a heck of a time trying to integrate with our very custom Salesforce environment. Having said that, there are custom developers out there and also tools like 'Workato' that can help make tying custom installs together.

Recommendations to others considering the product

If you will be customizing Intacct, do yourself a favor and talk to Workato or a custom developer. :)

What business problems are you solving with the product? What benefits have you realized?

Financial account for whole agency.

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Sage Intacct review by <span>Bonnie L. F.</span>
Bonnie L. F.
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Simple but powerful software

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What do you like best?

Intacct is easy to implement and to get your team up to speed. Most of the program is intuitive. What I like best is the ability to integrate with multiple other software vendors to really customize your financial ERP ecosystem. We are so much more efficient since implementing Intacct.

What do you dislike?

The current report writer is so-so and needs improvement. However, a new report writer is schedule to be released in the coming year!

What business problems are you solving with the product? What benefits have you realized?

No more paper! We are now completely paperless, nothing is lost, and everything is held in the system. We can also slice and dice are data in so many different ways allowing the finance team to give our company valuable insight and analysis that we never had prior to Intacct.

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