Sage Intacct Features
General Ledger (3)
Journal Entries
Based on 2404 Sage Intacct reviews and verified by the G2 Product R&D team. Increases user efficiency by auto-populating based on previously entered information. Schedules future entries. Allows Journal Entries to be uploaded from an external source.
Tags / Dimensions
Based on 2271 Sage Intacct reviews and verified by the G2 Product R&D team. Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc. These dimensions should be available on any transaction in any module in the system and available to be reported upon.
Audit Trail
Based on 2313 Sage Intacct reviews and verified by the G2 Product R&D team. Automates chronological tracking of transactions that have affected a specific operation, procedure, event or record
Accounts Receivable (3)
Invoice Customization
Based on 2004 Sage Intacct reviews and verified by the G2 Product R&D team. The layout of the invoice template is fully customizable and you can add or remove fields.
AR Automation
Based on 1753 Sage Intacct reviews and verified by the G2 Product R&D team. Automation helps the user be more efficient by populating default customer data, setting up systematic payments from clients and automatically matching customer receipts to outstanding transactions.
Collections Automation
The system automates the dunning process to help drive collections 1552 reviewers of Sage Intacct have provided feedback on this feature.
Accounts Payable (3)
AP Automation
Based on 1956 Sage Intacct reviews and verified by the G2 Product R&D team. Steamlines data entry by auto populating recurring or predefined vendor values
Payment Processing
Based on 2117 Sage Intacct reviews and verified by the G2 Product R&D team. Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow.
Purchase Orders
Based on 1691 Sage Intacct reviews and verified by the G2 Product R&D team. Software supports purchase orders and provides purchasing personnel, management and accounts payable with visibility needed to streamline the procure to pay process
Other Functionality (8)
Inventory Tracking / Ordering
Based on 1297 Sage Intacct reviews and verified by the G2 Product R&D team. Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders.
Inventory Pricing and Costing
Based on 1273 Sage Intacct reviews and verified by the G2 Product R&D team. Ability to establish multiple price levels. Update pricing on a per item or global inventory basis. Choice between multiple costing methods such as Average, LIFO, FIFO and Specific Unit.
Inventory Reporting
Based on 1281 Sage Intacct reviews and verified by the G2 Product R&D team. Customizable reporting allows insight into usage of inventory and services.
Multi-Entity / Consolidation
Based on 1892 Sage Intacct reviews and verified by the G2 Product R&D team. Multi-ledger and multi-tenant architecture. Automated consolidations, inter-entity transactions and eliminations
Recognition Rules
Based on 1644 Sage Intacct reviews and verified by the G2 Product R&D team. Automates recognition of revenue and expenses by defining recognition rules.
Reconciliations
Based on 2050 Sage Intacct reviews and verified by the G2 Product R&D team. Transactions are imported from source systems and automated matching reconciles majority of transactions. Includes user flexible, user defined matching and grouping rules to help reduce the time needed to produce accurate reconciliations.
Payroll
Payroll module or integration to an external payroll provider which automates the recording of payroll 1331 reviewers of Sage Intacct have provided feedback on this feature.
Time and Expense
Based on 1535 Sage Intacct reviews and verified by the G2 Product R&D team. Automated time and expense capture, tracking, approval, reimbursement and reporting
Reporting & Analytics (7)
Financial Statements
Based on 2213 Sage Intacct reviews and verified by the G2 Product R&D team. General reporting offered covers all of the standard financial statements and meets the basic needs of the business
Custom Reporting
Based on 2207 Sage Intacct reviews and verified by the G2 Product R&D team. Reports created by the user to cater to specific requirements. If you can build it in Excel, you can build it in the custom report writer
Budgeting / Forecasting
Based on 1755 Sage Intacct reviews and verified by the G2 Product R&D team. Create and revise an unlimited number of budget, plan and forecast scenarios.
Dashboards
Based on 2044 Sage Intacct reviews and verified by the G2 Product R&D team. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization's Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance
Custom Reporting
Based on 302 Sage Intacct reviews and verified by the G2 Product R&D team. Reports created by the user to cater to specific requirements. If you can build it in Excel, you can build it in the custom report writer
Dashboards
Based on 298 Sage Intacct reviews and verified by the G2 Product R&D team. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization's Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance
Integration
Based on 288 Sage Intacct reviews and verified by the G2 Product R&D team. Provide integration with analytics and business intelligence software, or specialized products such as Corporate performance management solutions.
Platform (12)
Customization
Based on 2021 Sage Intacct reviews and verified by the G2 Product R&D team. Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.
Workflow Capability
Based on 1860 Sage Intacct reviews and verified by the G2 Product R&D team. Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.
User, Role, and Access Management
Based on 2101 Sage Intacct reviews and verified by the G2 Product R&D team. Grants access to select data, features, objects, etc. based on the users, user role, groups, etc.
Internationalization
Based on 1464 Sage Intacct reviews and verified by the G2 Product R&D team. Enables users to view and transact business with the same content in multiple languages and currencies.
Performance and Reliability
Based on 2104 Sage Intacct reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Output Document Generation
Based on 1904 Sage Intacct reviews and verified by the G2 Product R&D team. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.
Customization
Based on 284 Sage Intacct reviews and verified by the G2 Product R&D team. Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.
Internationalization
Based on 235 Sage Intacct reviews and verified by the G2 Product R&D team. Enables users to view and transact business with the same content in multiple languages and currencies.
Output Document Generation
Based on 267 Sage Intacct reviews and verified by the G2 Product R&D team. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.
Performance and Reliability
Based on 286 Sage Intacct reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
User, Role, and Access Management
Based on 295 Sage Intacct reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Workflow Capability
Based on 265 Sage Intacct reviews and verified by the G2 Product R&D team. Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.
Integration (16)
Data Import and Export Tools
Based on 2135 Sage Intacct reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file.
Integration APIs
Based on 1722 Sage Intacct reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
Breadth of Partner Applications
Based on 1653 Sage Intacct reviews and verified by the G2 Product R&D team. To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.
ERP and Accounting
As reported in 382 Sage Intacct reviews. Standard integration with accounting and ERP software
Sales and Marketing
As reported in 305 Sage Intacct reviews. Standard integration with sales and marketing software
Quote-to-Cash
Based on 279 Sage Intacct reviews. Standard integration with Quote-to-Cash systems
APIs
Out of the box APIs to integrate with any type of software This feature was mentioned in 335 Sage Intacct reviews.
Accounting
Based on 426 Sage Intacct reviews and verified by the G2 Product R&D team. Provide integration with accounting and financial management software
Payment Integration
Based on 391 Sage Intacct reviews and verified by the G2 Product R&D team. Integrate with payment gateways and enterprise payments software
ERP
Based on 353 Sage Intacct reviews and verified by the G2 Product R&D team. Deliver integrations with accounting modules of ERP systems
Breadth of Partner Applications
Based on 259 Sage Intacct reviews and verified by the G2 Product R&D team. To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.
Data Import and Export Tools
Based on 296 Sage Intacct reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file.
Integration APIs
Based on 266 Sage Intacct reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
Payments
Based on 93 Sage Intacct reviews and verified by the G2 Product R&D team. Integrate with payment processing software and payment gateways.
Accounting
Based on 96 Sage Intacct reviews and verified by the G2 Product R&D team. Integrate with financial management systems such as accounting and ERP.
CRM & Sales
Based on 82 Sage Intacct reviews and verified by the G2 Product R&D team. Integrate with software that manages customers, sales, and marekting.
Revenue Optimization (4)
At-Risk Customers
Identify customers that are more likely to cancel their subscriptions This feature was mentioned in 92 Sage Intacct reviews.
Offer Optimization
Based on 84 Sage Intacct reviews. Optimize product offerings and packages to increase customer loyalty
Customer Churn
Based on 92 Sage Intacct reviews. Address customer churn by identifying the causes of cancellations
Revenue Forecasting
Estimate future changes in revenues per product type or customer category This feature was mentioned in 107 Sage Intacct reviews.
Revenue Recognition (8)
Usage Tracking
Track usage per company, custom time period, or contract This feature was mentioned in 109 Sage Intacct reviews.
Deferred Revenue
Based on 122 Sage Intacct reviews. Track payments received for products that haven't be delivered yet
Revenue Accrual
Recognition rules to accrue revenue on a daily or monthly basis This feature was mentioned in 117 Sage Intacct reviews.
Revenue Types
Based on 409 Sage Intacct reviews. Support multiple types of revenues, such as recurring and transaction based
Revenue Allocation
Allows users to allocate revenues to various business entities or departments This feature was mentioned in 406 Sage Intacct reviews.
Reclassification
As reported in 408 Sage Intacct reviews. Revenue can be reclassified from one category to another, such as from deferred to earned
Compliance
Provide compliance with accounting standards for revenue recognition such as ASC 605, 606 and IFRS 15 378 reviewers of Sage Intacct have provided feedback on this feature.
Scheduling
Automatic scheduling to ensure that revenue is recognized at the proper time This feature was mentioned in 347 Sage Intacct reviews.
Billing and Payments (3)
Payment Terms
Provide multiple payment terms per customer or contract 121 reviewers of Sage Intacct have provided feedback on this feature.
Personalized Billing
As reported in 118 Sage Intacct reviews. Different types of billing such as: recurring, one time changes, based on number of seats or usage
Custom Pricing
Based on 111 Sage Intacct reviews. Manage customer specific pricing as well as coupons, discounts, and gift plans
Billing (3)
Automation
Based on 177 Sage Intacct reviews and verified by the G2 Product R&D team. Ability to create and send invoices automatically at predefined or custom frequencies.
Consolidation
Based on 170 Sage Intacct reviews and verified by the G2 Product R&D team. Consolidate invoices so customers can make one payment for multiple bills.
Adjustments
Based on 177 Sage Intacct reviews and verified by the G2 Product R&D team. Adjust invoices to handle exceptions and correct errors.
Dunning (1)
Collections
Based on 143 Sage Intacct reviews and verified by the G2 Product R&D team. Assists users in collecting payments for unpaid invoices.
Performance (3)
Packages
Based on 134 Sage Intacct reviews and verified by the G2 Product R&D team. Track the financial performance of various types of packages.
Discounts
Based on 139 Sage Intacct reviews and verified by the G2 Product R&D team. Identify the impact of special pricing and discounts on revenue.
Plan Changes
Based on 134 Sage Intacct reviews and verified by the G2 Product R&D team. Monitor plan changes such as upgrades and downgrades, or cancellations.
Revenue Performance (5)
Customer Performance
Track revenue performance by customer, customer groups, or demographics 344 reviewers of Sage Intacct have provided feedback on this feature.
Contract Performance
Based on 326 Sage Intacct reviews. Monitor revenues per contract, contract types, or groups of contracts
Revenue KPIs
Provide revenue KPIs such as Customer Lifetime Value or Net Customer Worth This feature was mentioned in 329 Sage Intacct reviews.
Pricing & Discounting
Based on 330 Sage Intacct reviews. Analyse the impact of special pricing and discounts on revenue
Offering
Track the performance of bundles, special offers, and other sales incentives 306 reviewers of Sage Intacct have provided feedback on this feature.
Revenue Optimization (4)
Forecasting
As reported in 344 Sage Intacct reviews. Create forecasts to estimate future revenues
Promotion Programs
Based on 282 Sage Intacct reviews. Ability to define promotions to increase revenues
Pricing Optimization
Adjust prices to attract more customers and to improve revenues 290 reviewers of Sage Intacct have provided feedback on this feature.
Re-evaluation
Based on 295 Sage Intacct reviews. Revenue optimization activities can be evaluated on a regular basis
Invoice Management (3)
Capture
Based on 352 Sage Intacct reviews and verified by the G2 Product R&D team. Provide features to capture invoices such as import or scanning
Supplier Portal
Based on 314 Sage Intacct reviews and verified by the G2 Product R&D team. Allow suppliers to submit invoices using an online portal
Repository
Based on 322 Sage Intacct reviews and verified by the G2 Product R&D team. Deliver a central repository of AP documents, such as POs and invoices
Invoice Processing (4)
Matching
Based on 350 Sage Intacct reviews and verified by the G2 Product R&D team. Ability to match AP invoices to POs, contracts, or payments
Payments
Based on 415 Sage Intacct reviews and verified by the G2 Product R&D team. Identify incomplete or late supplier payments
Workflows
Based on 380 Sage Intacct reviews and verified by the G2 Product R&D team. Include workflows for approvals and invoice processing
Tax Compliance
Based on 316 Sage Intacct reviews and verified by the G2 Product R&D team. Comply with local and global tax regulations for collections
Analytics (5)
Due Dates
Based on 397 Sage Intacct reviews and verified by the G2 Product R&D team. Track invoices based on due dates to identify overdue payments
KPIs
Based on 321 Sage Intacct reviews and verified by the G2 Product R&D team. Monitor KPIs such as time to process an invoice or erroneous payments
Earned Value
As reported in 113 Sage Intacct reviews. Track the earned value of projects to monitor performance and progress
Project Optimization
Based on 117 Sage Intacct reviews. Identify project issues and provide corrective actions to improve performance
ROI and Forecasting
Measure return on investment and leverage data to predict profitability of future projects. This feature was mentioned in 109 Sage Intacct reviews.
Accounting (30)
AP Automation
Based on 320 Sage Intacct reviews and verified by the G2 Product R&D team. Streamlines data entry by auto populating recurring or predefined vendor information and invoice details
AR Automation
Based on 298 Sage Intacct reviews and verified by the G2 Product R&D team. Ability to populate default customer data, set up payments from clients and automatically match customer receipts to outstanding transactions.
Audit Trail
Based on 345 Sage Intacct reviews and verified by the G2 Product R&D team. Automated, chronological tracking of activities that have affected a specific operation, procedure, event or record
Budgeting / Forecasting
Based on 290 Sage Intacct reviews and verified by the G2 Product R&D team. Create and revise an unlimited number of budget, plan and forecast scenarios.
Collections Automation
Based on 267 Sage Intacct reviews and verified by the G2 Product R&D team. The system automates the dunning process to help drive collections
Financial Statements
Based on 349 Sage Intacct reviews and verified by the G2 Product R&D team. General reporting offered covers all of the standard financial statements and meets the basic needs of the business
Invoice Customization
Based on 310 Sage Intacct reviews and verified by the G2 Product R&D team. The layout of the invoice template is fully customizable and allows users to add or remove fields and create new templates.
Journal Entries
Based on 353 Sage Intacct reviews and verified by the G2 Product R&D team. Create journal entries based on previously entered information, schedule future entries, and allow Journal Entries to be uploaded from an external source.
Monitor Cash Positions
Based on 300 Sage Intacct reviews and verified by the G2 Product R&D team. Ability to track cash positions across all accounts, banks, business units, and countries
Multi-Entity / Consolidation
Based on 323 Sage Intacct reviews and verified by the G2 Product R&D team. Multi-ledger and multi-entity architecture, with automated consolidations, inter-entity transactions and eliminations
Payment Processing
Based on 302 Sage Intacct reviews and verified by the G2 Product R&D team. Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow.
Recognition Rules
Based on 280 Sage Intacct reviews and verified by the G2 Product R&D team. Automate recognition of revenue and expenses by defining recognition templates.
Reconciliations
Based on 311 Sage Intacct reviews and verified by the G2 Product R&D team. Transactions are imported from source systems and automated matching reconciles majority of transactions using flexible, user defined matching and grouping rules.
Tags / Dimensions
Based on 311 Sage Intacct reviews and verified by the G2 Product R&D team. Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc., which can also be used for reporting purposes.
Payments Scheduling
Based on 253 Sage Intacct reviews and verified by the G2 Product R&D team. Ability to schedule payments at predefined dates and times
Payment Batches
Based on 257 Sage Intacct reviews and verified by the G2 Product R&D team. Payments can be processed by batch without manual intervention
Payment Settlements
Based on 249 Sage Intacct reviews and verified by the G2 Product R&D team. Clearing of electronic payments to transfer funds from customers to suppliers
Payment Methods
Based on 265 Sage Intacct reviews and verified by the G2 Product R&D team. Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers
Chart of Accounts
Deliver out of the box Chart of accounts that can be used across multiple companies or business units. This feature was mentioned in 140 Sage Intacct reviews.
AP Automation
Based on 130 Sage Intacct reviews. Steam lines data entry by auto-populating recurring or predefined vendor values.
AR Automation
Automation helps the user be more efficient by populating default customer data and setting up regular payments from clients. 130 reviewers of Sage Intacct have provided feedback on this feature.
Journal Entries
As reported in 139 Sage Intacct reviews. Auto-populate based on previously entered information, uplaode journal entries and schedule future entries.
Tags & Dimensions
Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc. This feature was mentioned in 132 Sage Intacct reviews.
Cash Management
Match payments and invoices and perform bank reconciliation in multiple currencies. 131 reviewers of Sage Intacct have provided feedback on this feature.
Project Accounting
Track accounting transactions, costs, and expenses by project or portofio of projects 141 reviewers of Sage Intacct have provided feedback on this feature.
Fixed Assets
Manage information on fixed assets such as asset value and depreciation This feature was mentioned in 123 Sage Intacct reviews.
Payment Batches
Payments can be processed by batch without manual intervention 122 reviewers of Sage Intacct have provided feedback on this feature.
Payments Scheduling
Ability to schedule payments at predefined dates and times 121 reviewers of Sage Intacct have provided feedback on this feature.
Payment Settlements
As reported in 115 Sage Intacct reviews. Clearing of electronic payments to transfer funds from customers to suppliers
Payment Methods
Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers This feature was mentioned in 127 Sage Intacct reviews.
Back Office (13)
Allocation
Based on 284 Sage Intacct reviews and verified by the G2 Product R&D team. Resources can be allocated and reallocated across multiple projects and portfolios.
Asset Register
Based on 259 Sage Intacct reviews and verified by the G2 Product R&D team. Create a list of all the assets owed by a company.
Maintenance
Based on 244 Sage Intacct reviews and verified by the G2 Product R&D team. Track maintenance operations for the products sold, such as calibration or preventive maintenance
Organization Management
Based on 252 Sage Intacct reviews and verified by the G2 Product R&D team. Organizes employees in an org structure that can be used throughout the application for reporting, permissions, etc.
Payroll
Based on 236 Sage Intacct reviews and verified by the G2 Product R&D team. Payroll module or integration to an external payroll provider which automates the recording of payroll
Portfolio Mix
Based on 227 Sage Intacct reviews and verified by the G2 Product R&D team. Create the optimal mix of portfolios to achieve operational and financial goals.
Purchase Orders
Based on 262 Sage Intacct reviews and verified by the G2 Product R&D team. Software supports purchase orders and provides purchasing personnel and accounts payable with visibility needed to streamline the procure to pay process
Requisition
Based on 241 Sage Intacct reviews and verified by the G2 Product R&D team. Define requisition rules for various types of procurement.
Shift Scheduling
Based on 211 Sage Intacct reviews and verified by the G2 Product R&D team. Plan employee work shifts according to availability and provide notifications to employees when they are scheduled.
Sourcing
Based on 216 Sage Intacct reviews and verified by the G2 Product R&D team. Identify and assess suppliers for different products and services.
Status
Based on 228 Sage Intacct reviews and verified by the G2 Product R&D team. Monitor the status of multiple types of assets.
Time & Attendance Tracking
Based on 223 Sage Intacct reviews and verified by the G2 Product R&D team. Let employees track the hours they have worked through integrations with time tracking products or built in time tracking features.
Warranty Management
Based on 210 Sage Intacct reviews and verified by the G2 Product R&D team. Maintain information on warranties for the products delivered and for their components
Front Office (16)
ATP
Based on 220 Sage Intacct reviews and verified by the G2 Product R&D team. Available to promise provides information on future availability of products that are either planned for production or purchased but not received.
Checkout Process
Based on 221 Sage Intacct reviews and verified by the G2 Product R&D team. Includes features that optimize user check out experience such as Shopping carts and Single Click Checkout, order summaries, receipts.
Configuration Rules
Based on 234 Sage Intacct reviews and verified by the G2 Product R&D team. Rules ensure that users select only compatible options and that all required items are included
Contact & Account Management
Based on 238 Sage Intacct reviews and verified by the G2 Product R&D team. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.
Customer Portal
Based on 218 Sage Intacct reviews and verified by the G2 Product R&D team. Allows fully customizable portal for customer to enter tickets, provide feedback and communicate with service agents
Field Service Booking
Based on 205 Sage Intacct reviews and verified by the G2 Product R&D team. Allows clients to book jobs through the desktop page or within the app.
Field Service Dispatch
Based on 203 Sage Intacct reviews and verified by the G2 Product R&D team. Notifies field service workers of their upcoming assignments.
Product & Price List Management
Based on 221 Sage Intacct reviews and verified by the G2 Product R&D team. Enter product/part numbers and manage the prices associated with them and allow users to use this information when creating quotes and sales orders.
Product Catalog
Based on 214 Sage Intacct reviews and verified by the G2 Product R&D team. Allows users to search, filter, sort and select items to be added to quote
Promotions and Discounts
Based on 207 Sage Intacct reviews and verified by the G2 Product R&D team. Contains features that allow administrators to set up promotions on site, provide time based discounts, and enter coupon codes.
Quote & Order Management
Based on 213 Sage Intacct reviews and verified by the G2 Product R&D team. Allows users to create a quote that contain information on products, prices and associated discounts, which can be converted to sales orders.
Returns / Refunds
Based on 222 Sage Intacct reviews and verified by the G2 Product R&D team. Functionality to allow users to process returns/refunds either via self service or contacting customer service.
Storefront Design Tools
Based on 205 Sage Intacct reviews and verified by the G2 Product R&D team. Provides standard templates with an easy to use tool set to customize the templates to showcase the stores brand and optimize the users experience
Territory & Quota Management
Based on 203 Sage Intacct reviews and verified by the G2 Product R&D team. Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.
Tickets
Based on 204 Sage Intacct reviews and verified by the G2 Product R&D team. Creates and assigns support tickets, scheduling them in a timely manner.
Visual Configuration
Based on 216 Sage Intacct reviews and verified by the G2 Product R&D team. Images can be displayed of options to enable users to visualize product options as it is being configured
Logistics (10)
Centralized Inventory Database
Based on 219 Sage Intacct reviews and verified by the G2 Product R&D team. Manage and track all inventory records across warehouses and retail locations through a single unified database.
In Transit
Based on 208 Sage Intacct reviews and verified by the G2 Product R&D team. Track products and raw materials shipped by suppliers, from origin to destination.
Inventory Forecasting
Based on 205 Sage Intacct reviews and verified by the G2 Product R&D team. Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management.
Inventory Pricing and Costing
Based on 211 Sage Intacct reviews and verified by the G2 Product R&D team. Ability to establish multiple price levels and choose between multiple costing methods such as Average, LIFO, FIFO and Specific Unit.
Inventory Reporting
Based on 213 Sage Intacct reviews and verified by the G2 Product R&D team. Customizable reporting allows insight into usage of inventory and services.
Inventory Tracking / Ordering
Based on 215 Sage Intacct reviews and verified by the G2 Product R&D team. Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders.
Picking Methods
Based on 206 Sage Intacct reviews and verified by the G2 Product R&D team. Support multiple picking methods such as batch, wave, or zone picking.
Picking Planning
Based on 205 Sage Intacct reviews and verified by the G2 Product R&D team. Create schedules for picking activities based on inventory availability.
Receiving
Based on 213 Sage Intacct reviews and verified by the G2 Product R&D team. Match the products received with the corresponding purchase orders and add them to inventory.
Shipping Options
Based on 207 Sage Intacct reviews and verified by the G2 Product R&D team. Functionality that allows users to select shipping options based on price and delivery time. May integrate to 3rd Party shipping/fulfillment companies.
Production (12)
BOM
Based on 193 Sage Intacct reviews and verified by the G2 Product R&D team. Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them.
Defects
Based on 194 Sage Intacct reviews and verified by the G2 Product R&D team. Monitor product defects, identify causes and provide corrective actions to improve quality.
Identify Demand
Based on 193 Sage Intacct reviews and verified by the G2 Product R&D team. Calculate demand by consolidating data from multiple sources.
Inspections
Based on 192 Sage Intacct reviews and verified by the G2 Product R&D team. Define and implement workflows for inspections, including rules for escalations and notifications.
Manage Resources
Based on 200 Sage Intacct reviews and verified by the G2 Product R&D team. Track resource availability for raw materials and production capacity.
MPS
Based on 193 Sage Intacct reviews and verified by the G2 Product R&D team. Create and implement master production plans for multiple production lines and locations.
MRP
Based on 197 Sage Intacct reviews and verified by the G2 Product R&D team. Determine what raw materials are required for production, based on demand, production capacity, and inventory availability.
Production Plans
Based on 193 Sage Intacct reviews and verified by the G2 Product R&D team. Generate production plans based on demand and resource availability.
Rework
Based on 192 Sage Intacct reviews and verified by the G2 Product R&D team. Identify rejected products and decide either they can be repaired or discarded.
Shop Floor
Based on 190 Sage Intacct reviews and verified by the G2 Product R&D team. Assign equipment and monitor shop floor activities during various production stages.
Waste
Based on 191 Sage Intacct reviews and verified by the G2 Product R&D team. Track production waste such as scrap, as well as returns that cannot be repaired.
WIP
Based on 197 Sage Intacct reviews and verified by the G2 Product R&D team. Track work in process (WIP) across multiple production lines and manufacturing locations.
Project Management (7)
Project Maps
As reported in 116 Sage Intacct reviews. Projects can be mapped out with milestones, due dates, deliverables and interdependencies.
Baselining / KPIs
As reported in 116 Sage Intacct reviews. Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects.
Project Budgeting
As reported in 124 Sage Intacct reviews. Associate a budget with a project and allocate it accordingly by task or resource.
Workflow
Automate task approvals processes and handoffs at project milestones. This feature was mentioned in 123 Sage Intacct reviews.
Cost Tracking
As reported in 120 Sage Intacct reviews. Track total cost associated with projects and then report actual versus planned budget.
Risk Analysis
Forecast and account for project risk scenarios and apply plans to mitigate these risks in the system. 111 reviewers of Sage Intacct have provided feedback on this feature.
Resource Management
Define and allocate human and material resources for different types of projects 114 reviewers of Sage Intacct have provided feedback on this feature.
Sales & Marketing (5)
Customer Master
Manages customer information including multiple ship-to and bill-to locations. This feature was mentioned in 115 Sage Intacct reviews.
Order History
Based on 120 Sage Intacct reviews. Track order history, from quotes to sales orders, invoices, and returns, as well as canceled orders and back orders.
Credit Limits
Define and monitor credit limits by individual customer or categories of customers, including the option to put customers on hold. This feature was mentioned in 109 Sage Intacct reviews.
Pricing & Discounts
Manage various types of pricing and discounts associated with products, services, and customer types. 120 reviewers of Sage Intacct have provided feedback on this feature.
Proposals
Generate and manage proposals for project or portfolios of projects 109 reviewers of Sage Intacct have provided feedback on this feature.
HR (3)
Payroll
As reported in 113 Sage Intacct reviews. Payroll module or integration to an external payroll provider which automates the recording of payroll.
Workforce Management
As reported in 110 Sage Intacct reviews. Manage personnel availability and allocate human resources to production and inventory operations.
Time & Attendance
Track the time spent by employees performing various tasks related to production or inventory management. 121 reviewers of Sage Intacct have provided feedback on this feature.
Procurement (5)
Requisitions
As reported in 115 Sage Intacct reviews. Create and manage requisitions by project, portfolio, or business entity
Purchase Orders
Software supports purchase orders and provides the visibility needed to streamline the procure to pay process. 125 reviewers of Sage Intacct have provided feedback on this feature.
Subcontractor Management
Provides features to manage subcontractors for various types of tasks and projects 114 reviewers of Sage Intacct have provided feedback on this feature.
Project Procurement
Calculate procurement costs by project, portfolio, or type of projects 114 reviewers of Sage Intacct have provided feedback on this feature.
Supplier Management
Manage relationships with suppliers and track their performance 115 reviewers of Sage Intacct have provided feedback on this feature.
Content Management (6)
Document Management
Based on 119 Sage Intacct reviews. Provides a single repository for all documents and options to create and manage files
Collaboration
Allows users to colalborate on documents and keep an audit trail of the changes 119 reviewers of Sage Intacct have provided feedback on this feature.
Taxonomy
Categorize content based on its purpose and define relationships with projects This feature was mentioned in 110 Sage Intacct reviews.
Contract Creation
Based on 109 Sage Intacct reviews. Deliver templates for multiple types of contracts, that can be used to generate new contracts
Subcontracts
Based on 113 Sage Intacct reviews. Manage subcontracts and thei dependencies on projects and contracts
Costs
Identify and track costs and expenses by contract or by type of contract 119 reviewers of Sage Intacct have provided feedback on this feature.
Cash Flow (3)
Track Cash Flow
Based on 1184 Sage Intacct reviews and verified by the G2 Product R&D team. Check cash on hand at the beginning of each month and view each day’s incoming and outgoing funds.
Income and Expenses
Based on 1320 Sage Intacct reviews and verified by the G2 Product R&D team. Add one-time or recurring cash flow items and add line items for each payment or deposit.
File Exports
Based on 1356 Sage Intacct reviews and verified by the G2 Product R&D team. Timesheets, projects, tasks, income or expenses can all easily be exported to pdf, xls or csv for simpel cash clow analysis.
Budgeting & Forecasting (4)
Budgeting / Forecasting
Based on 1755 Sage Intacct reviews and verified by the G2 Product R&D team. Create and revise an unlimited number of budget, plan and forecast scenarios.
Data Import
Based on 1346 Sage Intacct reviews and verified by the G2 Product R&D team. Import trial balance, monthly P&L, balance sheets, and other types of financial data
Versioning
Based on 1085 Sage Intacct reviews and verified by the G2 Product R&D team. Keeps track of all versions of a budget and allows users to compare versions
Historical Data
Based on 1306 Sage Intacct reviews and verified by the G2 Product R&D team. Forecasting is based on past transactions and historical financial or operational data
Revenue (3)
Revenue Types
Based on 1248 Sage Intacct reviews and verified by the G2 Product R&D team. Supports multiple types of revenues, such as recurring and transaction based
Revenue Allocation
Based on 1226 Sage Intacct reviews and verified by the G2 Product R&D team. Allows users to allocate revenues to various business entities or departments
Scheduling
Based on 1072 Sage Intacct reviews and verified by the G2 Product R&D team. Automatic scheduling to ensure that revenue is recognized at the proper time
Payroll (3)
Direct Deposit
Based on 1031 Sage Intacct reviews and verified by the G2 Product R&D team. Automatically deposits paychecks into employees' bank accounts.
Tax Calculation
Based on 1051 Sage Intacct reviews and verified by the G2 Product R&D team. Calculates taxes due and may include resources or tools for federal and state tax compliance.
Reporting and Dashboards
Based on 1316 Sage Intacct reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards to track payroll costs and for compliance purposes.
Reporting (3)
Dimensions
Based on 132 Sage Intacct reviews and verified by the G2 Product R&D team. Reports revenue based on various dimensions, such as subscription segments, geographies, or discounts
Deferred Revenue
Based on 129 Sage Intacct reviews and verified by the G2 Product R&D team. Tracks revenue for goods or services that have yet to be collected
Revenue Recognition
Based on 132 Sage Intacct reviews and verified by the G2 Product R&D team. Accurately determines and reports the accounting period when revenues are recognized
Order Management (4)
Opportunities
Based on 84 Sage Intacct reviews and verified by the G2 Product R&D team. Manage open opportunities for new or existing customers.
Order History
Based on 90 Sage Intacct reviews and verified by the G2 Product R&D team. Track all open and closed orders by customer, or by product and plan.
Upsell & Cross-sell
Based on 85 Sage Intacct reviews and verified by the G2 Product R&D team. Identify opportunities to upsell and cross sell based on product usage.
Renewals
Based on 90 Sage Intacct reviews and verified by the G2 Product R&D team. Plans can be renewed automatically or manually, when changes are required.
Products & Plans (4)
Packages
Based on 85 Sage Intacct reviews and verified by the G2 Product R&D team. Track the financial performance of various types of packages.
Multi-part Deals
Based on 85 Sage Intacct reviews and verified by the G2 Product R&D team. Create deals that combine multiple products and plans, with differrent pricing
Plan Changes
Based on 83 Sage Intacct reviews and verified by the G2 Product R&D team. Monitor plan changes such as upgrades and downgrades, or cancellations.
Bundles
Based on 84 Sage Intacct reviews and verified by the G2 Product R&D team. Ability to group standard plans and products to create bundles
Pricing (2)
Standard Price
Based on 88 Sage Intacct reviews and verified by the G2 Product R&D team. Assign standard monthly and yearly prices to products, plans, and packages
Discounts
Based on 86 Sage Intacct reviews and verified by the G2 Product R&D team. Define standard and custom discounts that can be applied to one or more products and plans
Revenue Management (4)
Automation
Based on 94 Sage Intacct reviews and verified by the G2 Product R&D team. Ability to create and send invoices automatically at predefined or custom frequencies.
Consolidation
Based on 89 Sage Intacct reviews and verified by the G2 Product R&D team. Consolidate invoices so customers can make one payment for multiple bills.
Adjustments
Based on 91 Sage Intacct reviews and verified by the G2 Product R&D team. Adjust invoices to handle exceptions and correct errors.
Billing Types
Based on 96 Sage Intacct reviews and verified by the G2 Product R&D team. Provide the option to combine recurring, one-time, and usage based billing
Risk (3)
Analysis
Based on 306 Sage Intacct reviews. Reduces future risks through root cause analysis and process improvement
Identification
Reduces frequency of errors, identifies risk and improves efficiency This feature was mentioned in 292 Sage Intacct reviews.
Scoring
Based on 272 Sage Intacct reviews. Scores suppliers and employees based on risk factors
Recovery (2)
Recoup
As reported in 260 Sage Intacct reviews. Identifies and recoups funds and prevents errors from happening again
Reporting
As reported in 322 Sage Intacct reviews. Offers reporting to aid in minimizing future lost profits and process breakdown
Audit (4)
Filters
As reported in 322 Sage Intacct reviews. Includes a library of audit-tested filters to identify AP outliers that are outside company policy
Post Audits
Conducts a post-audit analysis of large volumes of data to identify historical payment errors and automatically generate claims This feature was mentioned in 284 Sage Intacct reviews.
Overpayments
Detects and prevents a wide range of overpayment errors 290 reviewers of Sage Intacct have provided feedback on this feature.
Duplicates
Detects and prevents a wide range of duplicate payments 315 reviewers of Sage Intacct have provided feedback on this feature.
Fraud (3)
Vendor Checks
Based on 305 Sage Intacct reviews. Enables automatic checks of new vendors being set up in the system to combat potential billing schemes
Data Generation
Generates comprehensive data needed to conduct a thorough investigation This feature was mentioned in 295 Sage Intacct reviews.
Monitoring
Provides continuous, proactive fraud monitoring across multiple systems and data formats 289 reviewers of Sage Intacct have provided feedback on this feature.
Generative AI (4)
AI Text Generation
Based on 85 Sage Intacct reviews. Allows users to generate text based on a text prompt.
AI Text Summarization
Based on 83 Sage Intacct reviews. Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt. 38 reviewers of Sage Intacct have provided feedback on this feature.
AI Text Summarization
Condenses long documents or text into a brief summary. 38 reviewers of Sage Intacct have provided feedback on this feature.
AI (10)
Data Extraction
Based on 485 Sage Intacct reviews. Uses AI to automatically input data from receipts, invoices, and other documents
Invoice Processing
Uses AI to generates, send, and track invoices This feature was mentioned in 485 Sage Intacct reviews.
Expense Management
Uses AI to categorize expenses, detect anomalies, and provide insights on spending patterns 478 reviewers of Sage Intacct have provided feedback on this feature.
Fraud Detection
As reported in 477 Sage Intacct reviews. Uses AI to detect unusual patterns and flag potential fraudulent activities in real-time
Tax Compliance
As reported in 478 Sage Intacct reviews. Uses AI to assist in calculating taxes, ensuring compliance with changing tax regulations, and automate the preparation of tax returns
Support Chatbots
As reported in 470 Sage Intacct reviews. Uses AI and NLP-powered chatbots to provide customer support and assist with queries regarding financial data and reports
Bank Reconciliations
As reported in 497 Sage Intacct reviews. Uses AI to match transactions recorded in the accounting system with those in bank statements
Report Generation
As reported in 478 Sage Intacct reviews. Uses AI to generate detailed financial reports, dashboards, and visualizations to provide insights into the financial health of the business
Customizable Alerts
Based on 478 Sage Intacct reviews. Uses AI to set up alerts for various financial activities, such as payment due dates or low cash balances
Predictive Analytics
Uses AI to analyze data to identify trends and make predictions 471 reviewers of Sage Intacct have provided feedback on this feature.
Mobile Applications - Accounting (6)
Cloud Integration
Enables synchronization of accounting data across devices in real-time This feature was mentioned in 309 Sage Intacct reviews.
Notifications
Send push notifications for important updates, such as due dates, invoice statuses, or tax deadlines 310 reviewers of Sage Intacct have provided feedback on this feature.
UI
Simplifies interfaces to be user-friendly and tailored for smaller screens, such as mobile phones and tables This feature was mentioned in 306 Sage Intacct reviews.
Offline
Allows users to view and update certain data without an internet connection 302 reviewers of Sage Intacct have provided feedback on this feature.
Expense Tracking
Allows users to capture and upload expense receipts directly from mobile devices This feature was mentioned in 303 Sage Intacct reviews.
Invoice Management
Enables creation, editing, and sending of invoices This feature was mentioned in 312 Sage Intacct reviews.
Agentic AI - Subscription Management (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Subscription Billing (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Agentic AI - Accounting (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input This feature was mentioned in 136 Sage Intacct reviews.
Agentic AI - ERP Systems (1)
Decision Making
Based on 17 Sage Intacct reviews. Makes informed choices based on available data and objectives
Agentic AI - Project-Based ERP (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - AP Automation (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input 22 reviewers of Sage Intacct have provided feedback on this feature.
Proactive Assistance
Based on 22 Sage Intacct reviews. Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives This feature was mentioned in 22 Sage Intacct reviews.
Technology Glossary Features
View definitions of the features and discover new technology terms.
Supplier management plays a valuable role in the procurement process by overseeing supply chain relationships. Learn more about its benefits.
Inventory reporting plays a valuable role in the inventory control process. Learn more about inventory reporting, how it can benefit inventory management, and how to write reports to support a business structure.
Audit trails are the records that keep track of purchases, sales, expenses, and other financial information. Discover examples of audit trails and learn more about the benefits, best practices, and more.
Inventory pricing helps businesses estimate the value of their products or services. Learn more about inventory costs and inventory pricing methods.
A purchase order is an official document given to a seller by a buyer, pledging to pay for the sale of particular products or services that will be delivered in the future. Learn more about what a purchase order is, the types, the formats they come in, and their benefits.
A product catalog is online or offline marketing material for all the products an enterprise has or wants to sell to customers designed to display relevant product details that help buyers make informed purchase decisions.








