Sage Intacct Features
General Ledger (3)
Journal Entries
Based on 2405 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 2272 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 2312 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 2003 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 1752 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
As reported in 1552 Sage Intacct reviews. The system automates the dunning process to help drive collections
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 2118 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 1891 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 1645 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 2051 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 1330 reviewers of Sage Intacct have provided feedback on this feature.
Time and Expense
Based on 1534 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 303 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 289 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 1858 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 2102 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 1463 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 1903 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 283 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 236 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 268 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 296 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 2136 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 1721 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 1654 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
Standard integration with accounting and ERP software 382 reviewers of Sage Intacct have provided feedback on this feature.
Sales and Marketing
Standard integration with sales and marketing software 305 reviewers of Sage Intacct have provided feedback on this feature.
Quote-to-Cash
Standard integration with Quote-to-Cash systems 279 reviewers of Sage Intacct have provided feedback on this feature.
APIs
Out of the box APIs to integrate with any type of software 335 reviewers of Sage Intacct have provided feedback on this feature.
Accounting
Based on 428 Sage Intacct reviews and verified by the G2 Product R&D team. Provide integration with accounting and financial management software
Payment Integration
Based on 392 Sage Intacct reviews and verified by the G2 Product R&D team. Integrate with payment gateways and enterprise payments software
ERP
Based on 354 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 260 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 297 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 267 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 92 reviewers of Sage Intacct have provided feedback on this feature.
Offer Optimization
As reported in 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
As reported in 107 Sage Intacct reviews. Estimate future changes in revenues per product type or customer category
Revenue Recognition (8)
Usage Tracking
Track usage per company, custom time period, or contract 109 reviewers of Sage Intacct have provided feedback on this feature.
Deferred Revenue
Track payments received for products that haven't be delivered yet 122 reviewers of Sage Intacct have provided feedback on this feature.
Revenue Accrual
As reported in 117 Sage Intacct reviews. Recognition rules to accrue revenue on a daily or monthly basis
Revenue Types
Support multiple types of revenues, such as recurring and transaction based This feature was mentioned in 409 Sage Intacct reviews.
Revenue Allocation
Allows users to allocate revenues to various business entities or departments 406 reviewers of Sage Intacct have provided feedback on this feature.
Reclassification
Revenue can be reclassified from one category to another, such as from deferred to earned 408 reviewers of Sage Intacct have provided feedback on this feature.
Compliance
As reported in 378 Sage Intacct reviews. Provide compliance with accounting standards for revenue recognition such as ASC 605, 606 and IFRS 15
Scheduling
As reported in 347 Sage Intacct reviews. Automatic scheduling to ensure that revenue is recognized at the proper time
Billing and Payments (3)
Payment Terms
Provide multiple payment terms per customer or contract This feature was mentioned in 121 Sage Intacct reviews.
Personalized Billing
Different types of billing such as: recurring, one time changes, based on number of seats or usage This feature was mentioned in 118 Sage Intacct reviews.
Custom Pricing
Manage customer specific pricing as well as coupons, discounts, and gift plans This feature was mentioned in 111 Sage Intacct reviews.
Billing (3)
Automation
Based on 178 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 171 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 178 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 144 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 135 Sage Intacct reviews and verified by the G2 Product R&D team. Track the financial performance of various types of packages.
Discounts
Based on 140 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 135 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
As reported in 344 Sage Intacct reviews. Track revenue performance by customer, customer groups, or demographics
Contract Performance
As reported in 326 Sage Intacct reviews. Monitor revenues per contract, contract types, or groups of contracts
Revenue KPIs
Based on 329 Sage Intacct reviews. Provide revenue KPIs such as Customer Lifetime Value or Net Customer Worth
Pricing & Discounting
Analyse the impact of special pricing and discounts on revenue 330 reviewers of Sage Intacct have provided feedback on this feature.
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
Create forecasts to estimate future revenues 344 reviewers of Sage Intacct have provided feedback on this feature.
Promotion Programs
Ability to define promotions to increase revenues 282 reviewers of Sage Intacct have provided feedback on this feature.
Pricing Optimization
As reported in 290 Sage Intacct reviews. Adjust prices to attract more customers and to improve revenues
Re-evaluation
Revenue optimization activities can be evaluated on a regular basis 295 reviewers of Sage Intacct have provided feedback on this feature.
Invoice Management (3)
Capture
Based on 353 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 315 Sage Intacct reviews and verified by the G2 Product R&D team. Allow suppliers to submit invoices using an online portal
Repository
Based on 323 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 352 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 417 Sage Intacct reviews and verified by the G2 Product R&D team. Identify incomplete or late supplier payments
Workflows
Based on 381 Sage Intacct reviews and verified by the G2 Product R&D team. Include workflows for approvals and invoice processing
Tax Compliance
Based on 317 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 398 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 322 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
Based on 113 Sage Intacct reviews. Track the earned value of projects to monitor performance and progress
Project Optimization
Identify project issues and provide corrective actions to improve performance This feature was mentioned in 117 Sage Intacct reviews.
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 321 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 299 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 346 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 350 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 354 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 301 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 324 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 281 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 312 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. 140 reviewers of Sage Intacct have provided feedback on this feature.
AP Automation
Steam lines data entry by auto-populating recurring or predefined vendor values. 130 reviewers of Sage Intacct have provided feedback on this feature.
AR Automation
Automation helps the user be more efficient by populating default customer data and setting up regular payments from clients. This feature was mentioned in 130 Sage Intacct reviews.
Journal Entries
Auto-populate based on previously entered information, uplaode journal entries and schedule future entries. This feature was mentioned in 139 Sage Intacct reviews.
Tags & Dimensions
Based on 132 Sage Intacct reviews. Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc.
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 This feature was mentioned in 141 Sage Intacct reviews.
Fixed Assets
As reported in 123 Sage Intacct reviews. Manage information on fixed assets such as asset value and depreciation
Payment Batches
As reported in 122 Sage Intacct reviews. Payments can be processed by batch without manual intervention
Payments Scheduling
As reported in 121 Sage Intacct reviews. Ability to schedule payments at predefined dates and times
Payment Settlements
Based on 115 Sage Intacct reviews. Clearing of electronic payments to transfer funds from customers to suppliers
Payment Methods
As reported in 127 Sage Intacct reviews. Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers
Back Office (13)
Allocation
Based on 285 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 220 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 212 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 214 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 216 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
Projects can be mapped out with milestones, due dates, deliverables and interdependencies. This feature was mentioned in 116 Sage Intacct reviews.
Baselining / KPIs
Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects. This feature was mentioned in 116 Sage Intacct reviews.
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
Track total cost associated with projects and then report actual versus planned budget. This feature was mentioned in 120 Sage Intacct reviews.
Risk Analysis
As reported in 111 Sage Intacct reviews. Forecast and account for project risk scenarios and apply plans to mitigate these risks in the system.
Resource Management
Define and allocate human and material resources for different types of projects This feature was mentioned in 114 Sage Intacct reviews.
Sales & Marketing (5)
Customer Master
As reported in 115 Sage Intacct reviews. Manages customer information including multiple ship-to and bill-to locations.
Order History
As reported in 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 This feature was mentioned in 109 Sage Intacct reviews.
HR (3)
Payroll
Based on 113 Sage Intacct reviews. Payroll module or integration to an external payroll provider which automates the recording of payroll.
Workforce Management
Based on 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. This feature was mentioned in 121 Sage Intacct reviews.
Procurement (5)
Requisitions
Based on 115 Sage Intacct reviews. Create and manage requisitions by project, portfolio, or business entity
Purchase Orders
As reported in 125 Sage Intacct reviews. Software supports purchase orders and provides the visibility needed to streamline the procure to pay process.
Subcontractor Management
As reported in 114 Sage Intacct reviews. Provides features to manage subcontractors for various types of tasks and projects
Project Procurement
Calculate procurement costs by project, portfolio, or type of projects This feature was mentioned in 114 Sage Intacct reviews.
Supplier Management
As reported in 115 Sage Intacct reviews. Manage relationships with suppliers and track their performance
Content Management (6)
Document Management
Provides a single repository for all documents and options to create and manage files 119 reviewers of Sage Intacct have provided feedback on this feature.
Collaboration
Based on 119 Sage Intacct reviews. Allows users to colalborate on documents and keep an audit trail of the changes
Taxonomy
Categorize content based on its purpose and define relationships with projects This feature was mentioned in 110 Sage Intacct reviews.
Contract Creation
Deliver templates for multiple types of contracts, that can be used to generate new contracts This feature was mentioned in 109 Sage Intacct reviews.
Subcontracts
As reported in 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 1185 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 1321 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 1357 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 1348 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 1307 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 1250 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 1228 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 1073 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 133 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 130 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 133 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 308 Sage Intacct reviews. Reduces future risks through root cause analysis and process improvement
Identification
Based on 294 Sage Intacct reviews. Reduces frequency of errors, identifies risk and improves efficiency
Scoring
Based on 273 Sage Intacct reviews. Scores suppliers and employees based on risk factors
Recovery (2)
Recoup
Identifies and recoups funds and prevents errors from happening again This feature was mentioned in 261 Sage Intacct reviews.
Reporting
Offers reporting to aid in minimizing future lost profits and process breakdown 324 reviewers of Sage Intacct have provided feedback on this feature.
Audit (4)
Filters
Includes a library of audit-tested filters to identify AP outliers that are outside company policy 324 reviewers of Sage Intacct have provided feedback on this feature.
Post Audits
As reported in 286 Sage Intacct reviews. Conducts a post-audit analysis of large volumes of data to identify historical payment errors and automatically generate claims
Overpayments
Detects and prevents a wide range of overpayment errors This feature was mentioned in 291 Sage Intacct reviews.
Duplicates
Based on 317 Sage Intacct reviews. Detects and prevents a wide range of duplicate payments
Fraud (3)
Vendor Checks
Enables automatic checks of new vendors being set up in the system to combat potential billing schemes This feature was mentioned in 307 Sage Intacct reviews.
Data Generation
Based on 297 Sage Intacct reviews. Generates comprehensive data needed to conduct a thorough investigation
Monitoring
Based on 291 Sage Intacct reviews. Provides continuous, proactive fraud monitoring across multiple systems and data formats
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. This feature was mentioned in 38 Sage Intacct reviews.
AI (10)
Data Extraction
Uses AI to automatically input data from receipts, invoices, and other documents 482 reviewers of Sage Intacct have provided feedback on this feature.
Invoice Processing
Uses AI to generates, send, and track invoices This feature was mentioned in 482 Sage Intacct reviews.
Expense Management
Uses AI to categorize expenses, detect anomalies, and provide insights on spending patterns 475 reviewers of Sage Intacct have provided feedback on this feature.
Fraud Detection
Uses AI to detect unusual patterns and flag potential fraudulent activities in real-time This feature was mentioned in 474 Sage Intacct reviews.
Tax Compliance
Uses AI to assist in calculating taxes, ensuring compliance with changing tax regulations, and automate the preparation of tax returns This feature was mentioned in 475 Sage Intacct reviews.
Support Chatbots
Based on 467 Sage Intacct reviews. Uses AI and NLP-powered chatbots to provide customer support and assist with queries regarding financial data and reports
Bank Reconciliations
Uses AI to match transactions recorded in the accounting system with those in bank statements This feature was mentioned in 494 Sage Intacct reviews.
Report Generation
Uses AI to generate detailed financial reports, dashboards, and visualizations to provide insights into the financial health of the business This feature was mentioned in 475 Sage Intacct reviews.
Customizable Alerts
As reported in 475 Sage Intacct reviews. Uses AI to set up alerts for various financial activities, such as payment due dates or low cash balances
Predictive Analytics
As reported in 468 Sage Intacct reviews. Uses AI to analyze data to identify trends and make predictions
Mobile Applications - Accounting (6)
Cloud Integration
Enables synchronization of accounting data across devices in real-time 305 reviewers of Sage Intacct have provided feedback on this feature.
Notifications
Based on 307 Sage Intacct reviews. Send push notifications for important updates, such as due dates, invoice statuses, or tax deadlines
UI
Based on 301 Sage Intacct reviews. Simplifies interfaces to be user-friendly and tailored for smaller screens, such as mobile phones and tables
Offline
Based on 299 Sage Intacct reviews. Allows users to view and update certain data without an internet connection
Expense Tracking
Allows users to capture and upload expense receipts directly from mobile devices 300 reviewers of Sage Intacct have provided feedback on this feature.
Invoice Management
As reported in 308 Sage Intacct reviews. Enables creation, editing, and sending of invoices
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
As reported in 132 Sage Intacct reviews. Capability to perform complex tasks without constant human input
Agentic AI - ERP Systems (1)
Decision Making
Makes informed choices based on available data and objectives This feature was mentioned in 17 Sage Intacct reviews.
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
As reported in 22 Sage Intacct reviews. Capability to perform complex tasks without constant human input
Proactive Assistance
Anticipates needs and offers suggestions without prompting This feature was mentioned in 22 Sage Intacct reviews.
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.
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 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.
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.
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.
Supplier management plays a valuable role in the procurement process by overseeing supply chain relationships. Learn more about its benefits.








