Compare ClientSuccess and Sage Intacct 
At a Glance
Market Segments
Mid-Market (56.0% of reviews)
Mid-Market (60.3% of reviews)
Entry-Level Pricing
Contact Us
No pricing available
ClientSuccess
Star Rating
(423)4.4 out of 5
Market Segments
Mid-Market (56.0% of reviews)
Pros & Cons
Entry-Level Pricing
Contact Us
Learn more about ClientSuccessSage Intacct
Star Rating
(4,111)4.3 out of 5
Market Segments
Mid-Market (60.3% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about Sage IntacctSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Sage Intacct excels in providing a user-friendly experience, with many users appreciating its straightforward design that simplifies data generation and reporting. One user noted, "The report generates from Intacct is very easy to understand," highlighting its effectiveness in day-to-day accounting tasks.
- Users say that ClientSuccess stands out for its flexibility, particularly in creating custom fields and reporting metrics. A reviewer mentioned that adding ClientSuccess was a "game-changer," as it significantly improved efficiency in capturing essential metrics, which is crucial for managing client relationships.
- According to verified reviews, Sage Intacct has a robust support community that users find helpful. One user expressed satisfaction with the community, stating, "I can typically find what I need in there and if not I can easily create a ticket," indicating strong support resources for troubleshooting.
- Reviewers mention that ClientSuccess is easy to use, with one user stating, "ClientSuccess doesn't take a degree to use," which suggests that its intuitive interface is beneficial for daily operations. This ease of use is a significant advantage for teams looking to onboard quickly.
- Users highlight that Sage Intacct's implementation process is generally smooth, although some users have noted that it can take time to fully adapt to its features. However, the software's ability to solve issues related to time and accuracy in reporting is frequently praised, making it a reliable choice for financial management.
- G2 reviewers indicate that while ClientSuccess has a strong focus on customer success management, it may not match the comprehensive financial capabilities of Sage Intacct. Users appreciate the personalized approach of ClientSuccess, but some may find that it lacks the depth needed for complex financial operations.
Pricing
Entry-Level Pricing
ClientSuccess
ClientSuccess
Contact Us
- Customer Success Management Software
- Customer Journey Mapping
- Forecasting SaaS Renewal
Sage Intacct
No pricing availableFree Trial
ClientSuccess
No trial information availableSage Intacct
No trial information availableRatings
Meets Requirements
8.3
317
8.6
3,164
Ease of Use
8.9
320
8.4
3,223
Ease of Setup
8.4
151
7.8
1,529
Ease of Admin
8.9
157
8.3
977
Quality of Support
8.8
287
8.1
2,868
Has the product been a good partner in doing business?
9.4
155
8.4
966
Product Direction (% positive)
8.5
295
8.9
3,151
Features by Category
General Ledger
Not enough data
8.8
2429
|
Verified
Not enough data
8.4
2287
|
Verified
Not enough data
8.4
2329
|
Verified
Accounts Receivable
Not enough data
8.0
2014
|
Verified
Not enough data
7.9
1765
|
Verified
Not enough data
7.5
1557
Accounts Payable
Not enough data
8.1
1974
|
Verified
Not enough data
8.3
2132
|
Verified
Not enough data
7.8
1699
|
Verified
Other Functionality
Not enough data
7.4
1304
|
Verified
Not enough data
7.4
1279
|
Verified
Not enough data
7.4
1287
|
Verified
Not enough data
8.3
1910
|
Verified
Not enough data
8.0
1649
|
Verified
Not enough data
8.4
2062
|
Verified
Not enough data
7.7
1336
Not enough data
7.9
1541
|
Verified
Reporting & Analytics
Not enough data
8.5
2232
|
Verified
Not enough data
8.1
2233
|
Verified
Not enough data
7.7
1762
|
Verified
Not enough data
8.2
2056
|
Verified
Platform
Not enough data
8.1
2043
|
Verified
Not enough data
8.1
1870
|
Verified
Not enough data
8.4
2112
|
Verified
Not enough data
7.9
1470
|
Verified
Not enough data
8.7
2128
|
Verified
Not enough data
8.2
1910
|
Verified
Integration
Not enough data
8.3
2151
|
Verified
Not enough data
8.0
1732
|
Verified
Not enough data
8.0
1665
|
Verified
Cash Flow
Not enough data
8.0
1190
|
Verified
Not enough data
8.3
1326
|
Verified
Not enough data
8.4
1363
|
Verified
Budgeting & Forecasting
Not enough data
7.7
1762
|
Verified
Not enough data
8.3
1354
|
Verified
Not enough data
7.8
1089
|
Verified
Not enough data
8.1
1312
|
Verified
Revenue
Not enough data
8.2
1253
|
Verified
Not enough data
8.1
1232
|
Verified
Not enough data
7.9
1076
|
Verified
Payroll
Not enough data
7.6
1035
|
Verified
Not enough data
Feature Not Available
Not enough data
7.5
1055
|
Verified
Not enough data
8.0
1321
|
Verified
AI
Not enough data
7.2
487
Not enough data
7.3
486
Not enough data
7.3
479
Not enough data
7.1
478
Not enough data
7.2
478
Not enough data
7.0
470
Not enough data
7.9
497
Not enough data
7.7
478
Not enough data
7.4
478
Not enough data
7.2
471
Mobile Applications - Accounting
Not enough data
7.5
311
Not enough data
7.5
310
Not enough data
7.5
312
Not enough data
7.0
302
Not enough data
7.4
303
Not enough data
7.7
313
Agentic AI - Accounting
Not enough data
6.8
135
General Ledger
Not enough data
8.8
2429
|
Verified
Not enough data
8.4
2287
|
Verified
Not enough data
8.4
2329
|
Verified
Accounts Receivable
Not enough data
8.0
2014
|
Verified
Not enough data
7.9
1765
|
Verified
Not enough data
7.5
1557
Accounts Payable
Not enough data
8.1
1974
|
Verified
Not enough data
8.3
2132
|
Verified
Not enough data
7.8
1699
|
Verified
Customer Information
8.5
238
|
Verified
Not enough data
8.6
241
|
Verified
Not enough data
8.5
238
|
Verified
Not enough data
7.8
183
Not enough data
8.3
204
|
Verified
Not enough data
7.9
187
|
Verified
Not enough data
7.4
124
|
Verified
Not enough data
Predictions
8.1
194
|
Verified
Not enough data
7.2
146
|
Verified
Not enough data
7.3
139
|
Verified
Not enough data
6.1
96
|
Verified
Not enough data
Platform
7.6
224
|
Verified
Not enough data
7.5
205
|
Verified
Not enough data
7.7
195
|
Verified
Not enough data
8.0
189
|
Verified
Not enough data
7.8
207
|
Verified
Not enough data
7.6
217
|
Verified
Not enough data
8.1
205
|
Verified
Not enough data
8.6
174
|
Verified
Not enough data
8.3
226
|
Verified
Not enough data
8.7
220
|
Verified
Not enough data
Generative AI
6.3
8
Not enough data
6.3
8
Not enough data
Agentic AI - Customer Success
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Billing and Payments
7.2
17
9.0
121
7.1
18
8.8
118
7.1
18
8.6
111
Revenue Recognition
7.5
24
8.8
109
7.4
18
8.9
122
7.5
21
9.1
117
Revenue Optimization
8.5
30
8.5
92
7.6
21
8.7
84
8.0
31
8.4
92
8.2
27
8.5
107
Billing
Not enough data
8.8
178
|
Verified
Not enough data
8.9
171
|
Verified
Not enough data
8.7
178
|
Verified
Not enough data
Feature Not Available
Dunning
Not enough data
8.6
144
|
Verified
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Performance
Not enough data
8.7
135
|
Verified
Not enough data
8.3
140
|
Verified
Not enough data
8.3
135
|
Verified
Reporting
Not enough data
8.6
133
|
Verified
Not enough data
8.7
130
|
Verified
Not enough data
8.9
133
|
Verified
Agentic AI - Subscription Billing
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Revenue Recognition
Not enough data
8.7
409
Not enough data
8.7
406
Not enough data
8.5
408
Not enough data
8.6
378
Not enough data
8.4
347
Revenue Performance
Not enough data
8.4
344
Not enough data
8.3
326
Not enough data
8.2
329
Not enough data
8.0
330
Not enough data
7.9
306
Revenue Optimization
Not enough data
8.2
344
Not enough data
7.8
282
Not enough data
7.7
290
Not enough data
8.0
295
Integration
Not enough data
8.4
382
Not enough data
7.9
305
Not enough data
7.7
279
Not enough data
8.0
335
Invoice Management
Not enough data
8.3
353
|
Verified
Not enough data
8.0
315
|
Verified
Not enough data
8.1
325
|
Verified
Invoice Processing
Not enough data
8.3
352
|
Verified
Not enough data
8.5
417
|
Verified
Not enough data
8.4
382
|
Verified
Not enough data
8.3
317
|
Verified
Analytics
Not enough data
8.6
398
|
Verified
Not enough data
Feature Not Available
Not enough data
8.2
322
|
Verified
Integration
Not enough data
8.9
428
|
Verified
Not enough data
8.5
392
|
Verified
Not enough data
8.4
355
|
Verified
Risk
Not enough data
8.2
308
Not enough data
8.1
294
Not enough data
7.9
273
Recovery
Not enough data
7.9
261
Not enough data
8.4
324
Audit
Not enough data
8.4
324
Not enough data
8.2
286
Not enough data
7.9
291
Not enough data
8.2
318
Fraud
Not enough data
8.1
308
Not enough data
8.2
297
Not enough data
8.1
291
Agentic AI - AP Automation
Not enough data
7.3
22
Not enough data
7.3
22
Not enough data
7.4
22
Sales Team
8.0
15
Not enough data
7.8
17
Not enough data
8.3
20
Not enough data
Intelligence
8.1
18
Not enough data
7.4
17
Not enough data
7.9
17
Not enough data
Mapping
7.3
14
Not enough data
8.1
24
Not enough data
Agentic AI - Customer Revenue Optimization
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Accounting
Not enough data
8.5
321
|
Verified
Not enough data
8.5
299
|
Verified
Not enough data
8.4
346
|
Verified
Not enough data
8.0
290
|
Verified
Not enough data
8.1
267
|
Verified
Not enough data
8.5
350
|
Verified
Not enough data
8.3
310
|
Verified
Not enough data
8.7
355
|
Verified
Not enough data
8.3
301
|
Verified
Not enough data
8.6
324
|
Verified
Not enough data
8.5
302
|
Verified
Not enough data
8.4
281
|
Verified
Not enough data
8.5
312
|
Verified
Not enough data
8.6
312
|
Verified
Not enough data
8.4
253
|
Verified
Not enough data
8.4
257
|
Verified
Not enough data
8.4
249
|
Verified
Not enough data
8.5
265
|
Verified
Back Office
Not enough data
8.4
285
|
Verified
Not enough data
8.1
259
|
Verified
Not enough data
Feature Not Available
Not enough data
8.2
244
|
Verified
Not enough data
8.3
252
|
Verified
Not enough data
8.2
236
|
Verified
Not enough data
8.1
227
|
Verified
Not enough data
8.4
262
|
Verified
Not enough data
8.3
241
|
Verified
Not enough data
8.0
211
|
Verified
Not enough data
8.0
216
|
Verified
Not enough data
8.1
228
|
Verified
Not enough data
8.2
223
|
Verified
Not enough data
8.0
210
|
Verified
Front Office
Not enough data
8.1
220
|
Verified
Not enough data
8.0
221
|
Verified
Not enough data
8.3
234
|
Verified
Not enough data
8.3
238
|
Verified
Not enough data
8.2
218
|
Verified
Not enough data
8.1
205
|
Verified
Not enough data
8.0
203
|
Verified
Not enough data
8.1
221
|
Verified
Not enough data
8.2
214
|
Verified
Not enough data
8.0
207
|
Verified
Not enough data
8.3
213
|
Verified
Not enough data
8.0
222
|
Verified
Not enough data
7.9
205
|
Verified
Not enough data
8.0
203
|
Verified
Not enough data
8.0
204
|
Verified
Not enough data
8.2
216
|
Verified
Integration
Not enough data
8.4
260
|
Verified
Not enough data
8.6
297
|
Verified
Not enough data
8.5
267
|
Verified
Logistics
Not enough data
8.3
220
|
Verified
Not enough data
8.1
208
|
Verified
Not enough data
8.0
205
|
Verified
Not enough data
8.2
212
|
Verified
Not enough data
8.1
214
|
Verified
Not enough data
8.1
216
|
Verified
Not enough data
8.0
206
|
Verified
Not enough data
8.0
205
|
Verified
Not enough data
8.2
213
|
Verified
Not enough data
8.1
207
|
Verified
Platform
Not enough data
8.4
284
|
Verified
Not enough data
8.3
236
|
Verified
Not enough data
8.3
268
|
Verified
Not enough data
8.7
287
|
Verified
Not enough data
8.6
296
|
Verified
Not enough data
8.4
265
|
Verified
Production
Not enough data
8.2
193
|
Verified
Not enough data
8.1
194
|
Verified
Not enough data
8.1
193
|
Verified
Not enough data
8.2
192
|
Verified
Not enough data
8.2
200
|
Verified
Not enough data
8.2
193
|
Verified
Not enough data
8.1
197
|
Verified
Not enough data
8.2
193
|
Verified
Not enough data
8.2
192
|
Verified
Not enough data
8.1
190
|
Verified
Not enough data
8.0
191
|
Verified
Not enough data
8.0
197
|
Verified
Reporting & Analytics
Not enough data
8.4
303
|
Verified
Not enough data
8.5
298
|
Verified
Not enough data
8.5
289
|
Verified
Generative AI
Not enough data
7.8
85
Not enough data
7.8
83
Agentic AI - ERP Systems
Not enough data
6.6
17
Accounting
Not enough data
8.9
140
Not enough data
8.6
130
Not enough data
8.5
130
Not enough data
9.1
139
Not enough data
8.9
132
Not enough data
8.7
131
Not enough data
8.8
142
Not enough data
8.5
123
Not enough data
8.7
122
Not enough data
8.6
121
Not enough data
8.6
115
Not enough data
8.7
127
Agentic AI - Project-Based ERP
Not enough data
5.4
8
Not enough data
6.1
9
Project Management
Not enough data
8.5
116
Not enough data
8.5
116
Not enough data
8.6
124
Not enough data
8.6
123
Not enough data
8.6
120
Not enough data
8.4
111
Not enough data
8.6
114
Sales & Marketing
Not enough data
8.5
115
Not enough data
8.4
120
Not enough data
8.4
109
Not enough data
8.3
120
Not enough data
8.0
109
HR
Not enough data
8.3
113
Not enough data
8.2
110
Not enough data
8.4
121
Procurement
Not enough data
8.5
115
Not enough data
8.5
125
Not enough data
8.4
114
Not enough data
8.4
114
Not enough data
8.5
115
Content Management
Not enough data
8.4
119
Not enough data
8.3
119
Not enough data
8.4
110
Not enough data
8.2
109
Not enough data
8.4
113
Not enough data
8.6
119
Analytics
Not enough data
8.3
113
Not enough data
8.3
117
Not enough data
8.3
109
Generative AI
Not enough data
7.8
38
Not enough data
7.5
38
Order Management
Not enough data
8.8
84
|
Verified
Not enough data
8.9
90
|
Verified
Not enough data
8.5
85
|
Verified
Not enough data
8.7
90
|
Verified
Products & Plans
Not enough data
8.5
85
|
Verified
Not enough data
8.5
85
|
Verified
Not enough data
8.6
83
|
Verified
Not enough data
8.6
84
|
Verified
Pricing
Not enough data
8.4
88
|
Verified
Not enough data
8.4
86
|
Verified
Not enough data
Feature Not Available
Revenue Management
Not enough data
8.9
94
|
Verified
Not enough data
8.9
89
|
Verified
Not enough data
8.8
91
|
Verified
Not enough data
8.8
96
|
Verified
Integration
Not enough data
8.7
93
|
Verified
Not enough data
9.2
96
|
Verified
Not enough data
8.8
82
|
Verified
Agentic AI - Subscription Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Onboarding Setup
8.2
53
Not enough data
8.3
51
Not enough data
8.4
56
Not enough data
Project Tracking
8.0
51
Not enough data
8.2
45
Not enough data
8.3
44
Not enough data
8.0
58
Not enough data
8.2
48
Not enough data
Customer Engagement
7.8
43
Not enough data
8.1
54
Not enough data
7.0
32
Not enough data
8.0
49
Not enough data
7.6
41
Not enough data
Agentic AI - Accounting & Finance
Not enough data
Not enough data
Categories
Categories
Shared Categories
ClientSuccess and Sage Intacct are categorized as Subscription Revenue Management
Unique Categories
ClientSuccess is categorized as Customer Success, Client Onboarding, and Customer Revenue Optimization
Sage Intacct is categorized as Subscription Billing, Revenue Management, AP Automation, Project-Based ERP, ERP Systems, Nonprofit Accounting, Subscription Management, Accounting, and Construction Accounting
Reviews
Reviewers' Company Size
ClientSuccess
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Sage Intacct
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Computer Software
37.5%
Information Technology and Services
16.6%
Marketing and Advertising
8.7%
Internet
3.8%
Computer & Network Security
3.8%
Other
29.6%
Accounting
22.0%
Non-Profit Organization Management
11.7%
Computer Software
6.3%
Hospital & Health Care
5.3%
Information Technology and Services
4.7%
Other
50.0%
Discussions
Is there a way to mass upload Zendesk Company IDs so we don't have to manual input them in each client in CS?
5 Comments
JW
Yes. The ClientSuccess Support team is amazingly helpful and can upload those changes for you. Read more
Is there a way view clients that I am a CSM #2 on within my client list?
3 Comments
JW
Yes. You can add a custom field that identifies the 2nd CSM and then pull a list by that custom field.Read more
Does ClientSuccess support B2C subscription companies?
2 Comments
BF
You can leverage multiple customer types within ClientSuccess (CS). While it was not designed for B2C, you can definitely use CS to manage your B2C...Read more
What is the difference between Sage and Sage intacct?
5 Comments
SM
Sage intacct has feature-rich modules adaptive to slice and dice account taks compared to sage.Read more
How is the best practice to account for a prepayment when you don't have the invoice yet in AR.
3 Comments
RB
I would record it as a payment advance, if you already created a receipt batch for that day it will make it much easier.Read more
What is the best way to forecast revenue from different types of revenue streams?
3 Comments
PM
Sounds like something you will need to analyze in excel by pulling in the various components for each portfolio.Read more
Hunting for software insights?
With over 3 million reviews, we can provide the specific details that help you make an informed software buying decision for your business. Finding the right product is important, let us help.
