Sage Intacct

Sage Intacct

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

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Sage Intacct review by Janet S.
Janet S.
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"Probably a good system if set up correctly with better training"

What do you like best?

Web based, good basic accounting tracking and reporting capabilities.

What do you dislike?

Not user friendly and regular updates and changes sometimes alter how the system and tracking was originally set to function. Reports are not easy to create and define as there are too many field options to choose from. Dimensions are a great idea, but again not user friendly and too difficult to use in many reports - there's always some box we didn't know about in another area that needed to be included. Reporting options seem like they should work great, but take way to long to have to create and figure out. Also, some options for tracking data would be great, but often require additional modules which then becomes too expensive for mid-sized businesses. Overall, it seems like Intaact would be better suited for larger companies.

Recommendations to others considering the product

Get proper setup and training from the beginning for your company. And watch out for automatic updates which can sometimes throw off your workflow.

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

We haven't been able to solve many of the problems we have - either too expensive to add additional modules, or we don't have the time to spend trying to figure out how to create specialized reports (or, we do spend the time and find out the report won't work because we're missing a feature). Training is also difficult for new features that come out. I've tried the webinars before and found that my key questions are ignored. Also, I understand that there are weekly e-mail forums, but honestly no one has time to sit and read through everyone's comments and questions - most of which don't apply to our industry. This system works great as a basic accounting system, but we are not realizing some of the special benefits that it seems like we should be receiving.

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Sage Intacct review by Jake W.
Jake W.
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"Great accounting tool"

What do you like best?

I really like how easily accessible invoices are for every account. I also enjoy how easy it is to interpret all of the information on this site, both for me and for the version that the clients see. It was very easy to customize the invoices that we use.

What do you dislike?

I dislike the fact that you have to enter the customer ID each time you need to switch from an office's invoices, to their account info, etc. I have to click out of the invoices tab and click on the accounts payable and reenter the company ID to see accounts payable and I have to do the same process for looking at account info.

Recommendations to others considering the product

Intacct has its ups and downs but I have yet to find better software. This has helped me with functions all throughout the accounting department from accounts receivable, accounts payable, customer support, and even marketing. All around a great product, could use some updates but still performs wonderfully for our office. Only a few minor discrepancies but nothing too major. Definitely worth investing in.

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

We are able to easily keep open books with our customers and provide them with all the billing information they need. It was very easy to set up the general format for our invoices, it looks clean and was easy to build. It gives our company a very professional look, as this is the main source of information that they have from us directly.

What Accounting solution do you use?

Thanks for letting us know!
Sage Intacct review by Tyler S.
Tyler S.
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"Worth the Investment"

What do you like best?

This product has changed the way we do business. The report wizard tool is simply unmatched. We can create a report to reveal the information we want to see, when we want to see it. We don't feel constrained or limited especially with the dimensional flexibility. We appreciate the quarterly updates and the investment that Intacct continues to make in making a better product!

What do you dislike?

There aren't many negatives I have found with Intacct. The only one that really comes to mind is with the user set up. In order to do anything other than view information we would have to pay for additional business users. Not super expensive but wished we'd known that before hand.

Recommendations to others considering the product

Consider the size of your business and your reporting needs. Our company is only mid-size and our needs are smaller compared to some mroe complex entities.

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

We are streamlining almost every process. From our front end AR system to our AP process, we've reduced our time frames from days to a matter hours. We've also cut out much of our paper usage. One of the most streamlined processes has been our AP invoice entry process. With the ability to duplicate invoices from older ones we don't need to re-enter information over and over.

Sage Intacct review by Chantell H.
Chantell H.
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"Sage intacct is the perfect next step after Quickbooks"

What do you like best?

I like how versatile the software is. You can have less features for a more basic platform, but you can also add so many feature to make the accounting software specific to you specific company needs. The reporting options are great and the learning platform is truly helpful in knowing how best to use the software.

What do you dislike?

I feel like the customer services in lacking. I have an account manager and I don't really know what his/her purpose is. I'm never sure who to contact in an emergency. I do use the submit a claim feature but sometimes it is nice to have . Specific person to contact regarding the account that can help with random questions.

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

We have been able to have so much more control over our budgeting and forecasting. Being able to upoad our forecast the the software and then generate a report that compares actual to forecast has immensely helped with our planning.

Sage Intacct review by Chad S.
Chad S.
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"Intacct is a well-designed Financial system with a lot of flexibility for any company"

What do you like best?

It is highly customizable, fairly easy to navigate around and use. It supports multiple tenants and can easily (usually) be tweaked to fit the company's business requirements in most situations. Screens can be customized and you can even create your own reports (although not a simple process). It also supports a fairly mature API to assist in automating or updating information into a local database if needed, although it's a bit dated.

What do you dislike?

There are only a couple of places where Intacct could be improved. First, the API is XML based instead of the highly-favored and much more compact JSON format. Not all tables in the system support web hooks (but probably 99% do). There is not a provided driver to pull information from Intacct to generate cross database reporting. It can be a headache to do reporting from Intacct when you need to pull in information that is not already in Intacct or to pull information from another system and Intacct.

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

When needed a financial software that would handle our day-to-day business needs since our existing software had been deprecated and was unsupported.

Sage Intacct review by Eric G.
Eric G.
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"Flexible dimensions and excellent custom reporting make Intacct a fantastic accounting suite"

What do you like best?

I implemented Intacct for my organization after doing a lot of research and demos for 3 main reasons:

1. Custom reporting doesn't require a degree in Crystal Report writing and database setup

2. Being able to set up and work with multiple dimensions, like departments, programs, funding sources

3. Greatly increased visibility to managers and decision makers via dashboards

Other accounting software can do some of these things, but I haven't found a system that does them as easily or as well.

What do you dislike?

Like many accounting systems with lots of features and flexibility, Intacct is built to work with large manufacturing and distribution companies as well as small nonprofits like my group. The pricing structure may make it difficult to afford for small nonprofit companies, regardless of how well some of the features work for nonprofits. Our organization can only afford the core module, and adding just one module which includes some of the features we need would more than double the annual cost. So we've had to look for less expensive solutions outside the Intacct ecosystem.

Recommendations to others considering the product

Anyone considering changing accounting systems will have to weigh the cost against the benefits. Can you afford those slick features? Sometimes settling for less automation and efficiency may be necessary to keep from blowing your budget. Just make sure you have a good way to measure the value in time savings and efficiency, and being able to more clearly see where you're headed financially by gaining features your current system doesn't have.

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

Things like budgeting/forcasting, analysis of historical data, quick answers for leadership or auditors, are all made easier and quicker with the extremely flexible AND user friendly custom reporting features.

In our small group, I'm the only accountant, so "separation of duties" is difficult to say the least. But we are able to use electronic approvals and signatures, and the Purchasing menu, so that non-accounting staff can help us stay in compliance.

Intacct allows us to make adjustments and reclass transactions easier while still maintaining an appropriate audit trail.

Managers and decision makers now have a much higher visibility in real time of how their programs are doing financially. We used to have to export data to Excel, fill out template reports, to print and give managers on paper.

Sage Intacct review by Jeffrey W.
Jeffrey W.
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"First Class Product "

What do you like best?

Easy software, robust system that can be customized to our specific needs. Once you set key metrics you'd like to keep track of, it's easy to find those metrics and have managers see them as well. Integrated with our other software that makes our invoicing process seamless and reduced the dual entry tasks that we had to do before.

What do you dislike?

The price for someone to be able to do basic data inputting is a little steep. Especially when we really only need them to be in a small portion of the system but have to pay the full price as all other users. It is something we have come to terms with but it would be nice to have a better hierarchy of pricing based on the amount of work someone is actually doing in the system.

Recommendations to others considering the product

Make sure it checks all of your boxes but if it does check all of your boxes, it will do a great job for you. The system is super easy to learn and can give you a lot of insight into your business.

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

Better visibility into all aspects of our accounting and finances. The benefits of being able to access my key financial numbers from anywhere in the world as long as I have wifi has been a major benefit.

Sage Intacct review by Glynis B.
Glynis B.
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"Always excited to see what else we can do with the system and any new features"

What do you like best?

I would say what I enjoy most about Intacct is that you are able to create anything you can imagine and pretty much put into play. It is easy to manage and always changing. There are great releases that happen and allow you to continue to grow and evolve with the times.

What do you dislike?

I would love to be able to send customer statements from the system with custom messaging, which is not available currently. Also would be great if you could see a transactions GL affect from the transactions itself without having to memorize each transaction setup.

Recommendations to others considering the product

If you want something that you can customize and not have to work around a system to get it to function for you then this is your product!

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

Efficiency in time from invoicing customers to paying vendors. Close has significantly been reduced in time. Better reporting capabilities.

Sage Intacct review by Jeff B.
Jeff B.
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"Tremendous value and unlimited potential"

What do you like best?

Our company has seen some amazing efficiency improvements with Sage Intacct - everything from cash postings, reconciliations, to using the purchasing module to approve and process invoices. We compared Sage Intacct to all the peer competitors and it is by far the best value, especially using the very inexpensive Employee licenses for items such as Dashboards. Another thing we like best is that we can make any needed changes ourselves - no need for outside consultants or programmers.

What do you dislike?

With Sage Intacct, if you can think of it, the application can make it happen - so our only limitations is our own time to implement new ideas and efficiencies. Another plus is that this application will continue to evolve in the future and it will be exciting to see what is in store.

Recommendations to others considering the product

It is important to understand if you can adapt and update your accounting application yourself, without using an outside programmer. With Sage Intacct, once you are set up, you can handle virtually all changes or improvements yourself.

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

We use Sage Intacct Dashboards to communicate financial results to our many locations in different states. Our internal communication has been greatly improved due to these Dashboards. We were also able to drop an outside Accounts Payable program and use the in-application purchasing module to process virtually thousands of invoices each month.

Sage Intacct review by Jennifer T.
Jennifer T.
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"Overall great accounting software for any size company"

What do you like best?

This accounting software can be highly customized to your companies needs. From custom reporting to special email templates to custom invoice/statements. I like the automation of my monthly invoices and the batch process to send them all out at once. Our company requires very detailed reports for different departments and technologies and we were able to get all the information we needed. I really like that we can upload our Amex entry to AP right from Excel.

What do you dislike?

I would really like to have a customer/vendor dashboard where I can see all the activity in one screen. I like to be able to see when exactly a payment was made or invoice/credit generated. I would also like to make simple adjustments right on the screen when a customer makes a payment instead of going to another window, not very efficient. Some of the reporting doesn't let you drill down to find the exact source of the entry.

Recommendations to others considering the product

Users have to be prepared to spend more money, be ready for change and to be able to train and use the software to their advantage

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

With the detailed reporting we are now able to provide reports to each of the department manager so they can see how they are performing and provide feedback. We are saving a lot of time because of some of the automation this software provides which is a huge bonus for us.

Sage Intacct review by Joshua S.
Joshua S.
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"Easy to Use"

What do you like best?

Sage Intacct provides a complete way of managing both the accounts of the customers and the accounts of the company.

What do you dislike?

Intacct provides and easy way to access all the payment information needed, nothing to complain about.

Recommendations to others considering the product

Intacct condenses all of the information needed to find the current bills, refunds, and balances of customers in a simply and easy format. It saves times as you can even bookmark exactly where you need to go within the system itself. It is very easy to use and does not take long to learn the software, how it works, and where to quickly find the information you and your customers need.

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

Accounts Payable, Bills, and Receivables are all managed and kept in a safe and easy to use environment. This has helped ease the conversations of money with customers. Quick and Easy access.

Sage Intacct review by David H.
David H.
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"Flexible, capable, constantly upgrading software"

What do you like best?

Intacct allows for the creation and utilization of any fields desired for your business eliminating the need for the multitude of work-arounds necessary to create detailed reports in other accounting systems. Intacct also has the most capable custom reporting interface I have utilized to date, saving hours of time formerly spent on the extraction, transformation, and production of standard company reports. Other benefits include, ability to import any type of transaction, ability to bulk export all GL transaction data (a personal favorite), a robust API allowing for integration with internal databases, payroll software, etc.

What do you dislike?

Initial setup was led by a less experienced implementation specialist which led to difficulties as we began to review and create custom reports accurately. After speaking with a consultant, we determined the issues, corrected them, and have produced real time advanced reports which have provided a level of insight which was unachievable within other accounting software.

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

Transitioned difficult reporting into real time dashboards.

Also allowed us to report at a much deeper level which made it easier for us to review on the accounting side as well as to provide the detailed data necessary to help grow our company.

Sage Intacct review by Jennifer Z.
Jennifer Z.
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"Great company, even better software!"

What do you like best?

The implementation process was smooth sailing. Everything that we expected the software to do, it does! Great reporting capability!! It's very user friendly, training and implementation was faster than expected. Tags= life changer!

What do you dislike?

My one and only complain is that there isn't a "Back" or "Next" button within a module for entries. In the AP module- when auto populating from previous invoices ALL the data repopulates when I only would like the line items (entries) to repopulate.

Recommendations to others considering the product

You have to remember that when you are switching software, some (or most) of your company's internal processes will have to change in order for the system to work for you. You can't but the old into the new, you must upgrade and adapt. I would also recommend implementing internally versus seeking outside an implementation company. 1) MONEY SAVER 2) only you know exactly how your company works, its needs, and what you want in the system.

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

We're spending less time on day-to-day tasks and more time analyzing and reporting on real time data! Tracking receivables has become easier and journal entries are a thing of the past!

Sage Intacct review by Michael  P.
Michael P.
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"It works well for the most part."

What do you like best?

I like how easy it is to log in via the internet and the ease of navigation within the software. The layout and display is easy to read and move around in especially when entering invoices in the accounts payable section and when running the G.L.

What do you dislike?

The modules that were added on aren't the best. We can tell they weren't part of intacct originally and seem to be added on after the fact. The prepaids, fixed asset and purchasing modules will work most of the time, but sometimes there is a glitch and it doesn't work at all which create a headache that I don't need, and takes me extra time trying to communicate with support what is wrong. The multiple currencies was not up to par as well. We use 4 different currencies besides USD and it seems to us that this software was not developed with multiple currencies in mind as some areas and modules show up in USD instead of the originating currency.

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

I like the ease of use in running the G.L for specific queries. I find it easy to search for what I am looking for and nail down to the specific entry or invoice etc that I am looking for. This has led to more analysis and understanding of our numbers and has helped tremendously in investigating anomalies.

Sage Intacct review by Tammy K.
Tammy K.
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"Takes some getting used to, Could use a few adjustments"

What do you like best?

The nulti-entity environment. WE used to use Quickbooks Enterprise, and over time it slowly degraded, so we decided it was time for a more robust software. With Intacct, we are able to perform tasks for all entities without logging out/logging in all the time. The rollup of all the entity financials is very helpful, vs exporting several reports and combining them manually.

What do you dislike?

Some abilties seem very random; you can enter bank accounts at the top level and select them from each entity, but a charge card needs to be assigned to a specific entity and you can only see it at the top level or the entity it was assigned to. You can import credit card charges, but not checks. You can see and create invoices for all entities at the top level, but you cannot create a deposit at the top level (combining payments from a customer for clients/invoices in two entities). Definitely rooom for feature improvements.

Recommendations to others considering the product

Do your research and definitely do a trial environment first to see if it works for you. Also we specifically asked if Intacct connected with Connectwise, as we would not purchase a system that didn't sync with Connectwise. We were assured that it would, and DataBlend could make it work; sure, but it took several months and it appears they want about $30,000 to design something we were assured would work and that they can now use for other clients. Be very careful of promises.

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

Seeing all our entities combine; not having to log in to multiple Quickbooks files to view items, better dimensions for reporting purposes.

Sage Intacct review by Ahmed A.
Ahmed A.
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"Great Solution "

What do you like best?

It's a web based very secure system, great multi-dimensional reporting, you can easily write any type of internal reporting needed, the project module is great, easy to use and Intacct support are very responsive & resolve issues quickly.

What do you dislike?

The dashboards are great but need to add more charts

The budget module is very basic but of what I heard in the last conference there will be some improvements coming up.

Recommendations to others considering the product

It is a great product especially if you are in service industry. It made our life much easier.

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

Multi-dimensional reporting (by client, location, department, project...etc)

The main benefit we realized is efficiency and my team started focusing more on what adds value to the business instead of wasting most of their time running different reports on excel sheets.

Sage Intacct review by Brandy R.
Brandy R.
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"Highly configurable and powerful, but not without its quirks"

What do you like best?

#1 - Configurability

- Dimensions

- Configurable and visual dashboards

- Configurable, scheduled emails

- Permissions and contols

- API for pre-configured or custom integrations

- Locked into a small business discount for entirety of the relationship -- 50% discount on some add-on modules or an effective 15% off sticker

- Quickly being able to build out a set of different internal books, like a pro-forma view of what your 2 companies would have looked like financially had they always been 2 companies (not recently split off from 1).

- Great training courses (for an additional fee) and instructors

What do you dislike?

#1 - Expect to spend a lot of time setting up this system -- both with your implementation partner and after. While the system is quite powerful and configurable, someone has to set it up.

- Support often takes 1 week to ping back basic responses that don't address problem; quick to kick back to you without addressing thoroughly or asking good questions to elicit more information

- Finding community suggestions that are:

-- years old

-- on expected features

-- something support referred you to recommends (as though it's a new idea and no one else has asked for it) when there's no solution

- Small business discount maxing out at 3 users -- heavy increase on subscriptions if we expand by one more business user.

- needing to ask to turn on features that are globally helpful, like audit trail or Collaborate

- Some settings are not granular enough, for example turning off an employee type user's ability to email a PO to a vendor while still providing them with related abilities for internal purposes.

- Configurable emails are limited to customers only. No customization on email to vendors.

- Using merge fields is very tedious and time consuming. If you want to build a cover letter to go with those weekly automated emails, forget it. Apparently there was once a Word plug in that assisted with this -- it's stated to be no longer supported but remains downloadable.

- The additional fee for use of APIs and a sandbox environment -- one of the selling points of the system is that it's "built to integrate with other systems" and it's primary function is as the accounting piece. So why not include these features to begin with?

- Other features: Payroll -- We don't use it because it's not offered. Selecting Intacct means you'll need to select a new payroll provider. We opted for ADP to enhance our HR offerings and use this partner's pre-integrated platform to port over weekly payroll activity. This was another big implementation we took on last year. I elected to continue using Quickbooks for payroll the next 2 quarters while we configured this piece after we had Intacct configured.

- Downloading banking activity requires a 3rd party integration, which you'll also need to separately implement with that vendor since Intacct is so highly configurable, mapping to your dimensions isn't standardized.

- There aren't a ton of pre-built reports and building reports, while powerful, is very time consuming.

Recommendations to others considering the product

Of course, it's to do your homework. I relied heavily on resources like G2Crowd for pooling together unbiased, education reviews before approaching vendors. Infor was the top contender for an all-in-one ERP before we decided on a best of breed approach.

Have patience in the process. Ask lots of questions. Demo and ask if you can have a login ID to test drive.

Know your requirements. We worked with a local accounting firm for consultation on what we wanted our entire system to do.

Don't neglect doing homework on the support. Don't expect perfection, but know what your deal breakers are. Ask if you can have a community user setup before making a purchase. I'm not sure if that's a thing, but I think you'll be surprised at some quirky little things that you'd expect to be quickly taken care of that aren't. Like an 11 year old "under consideration" request to increase the max logo resolution from 216 x 43 pixels to 300 x 300 pixels -- you'll actually need to remove your logo from all the standard reports or IT WILL print pixelated. This in and of itself shouldn't be a deal breaker, but the small things you expect to be inherited add up. You don't need to come up with an exhaustive list of everything, but you do need to ask lots of questions while you demo.

We LOVED working with Cargas. We worked with excellent communicators and project managers dedicated to keeping us on timeline and budget.

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

- Better segregation of duties through:

-- different user license levels (mail room supervisor entering digital PO request rather than turning in a paper request)

-- very precise granular permission settings on defined roles

Several features we are not using today will be used at a later time. While we implemented the accounting piece of Intacct last year, this was the first of many pieces that we are still custom developing. The purpose for selecting a more powerful accounting system was so that it could eventually serve as the warehouse of financial transactions, business rules manager of financial transaction and for building reports and dashboards for executive overview.

The real intent of moving into Intacct has yet to be realized:

-- integrating with other systems

-- greater visibility into our financial statements for better, faster decision making

I will absolutely update this review if given the opportunity once we have our custom pieces developed and integrated.

Sage Intacct review by Zack S.
Zack S.
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"Powerful Time and Expense Tracking Software, But Not Very User Friendly"

What do you like best?

At our marketing agency, we used to have time tracking and client invoicing as two completely separate operations. Now that we use Intacct, we are able to save a lot of time by getting both tasks accomplish in one piece of software.

What do you dislike?

The interface is not very user friendly. It can be difficult to find the best way to accomplish simple tasks, until you know what you are doing. Compared to Harvest, it takes me much longer to fill out my weekly time sheets because there are so many more options that need to be selected (seems like there is a lot of room for simplification).

Recommendations to others considering the product

This piece of software has a lot of powerful features but can take a good bit of time to implement and get all of your employees up to speed. It's probably a better fit for a larger business vs. a smaller one.

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

We are solving the need to have ~90 employees track their time each month, and then invoice our clients based on individual rates and number of hours worked. This can obviously be a very time consuming process so it's great to be able to do it all with one piece of software

Sage Intacct review by Emily J.
Emily J.
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"Makes accounting almost fun"

What do you like best?

I like the interface, the fact that I can see multiple entities on a top level, all things that make my work life easier.

What do you dislike?

I get frustrated by being logged out and the system not alerting me until I am trying to navigate something and it acts like I'm still logged in until it goes to the next screen. Also, the cash vs. accrual reporting is really not great.

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

We have investments to track and Intacct has been very instrumental in that being much more transparent and easy to navigate. We also have multiple entities and intercompany transactions which have been simplified as a result of implementing Intacct. We save hours each month just from that alone.

Sage Intacct review by Alan W.
Alan W.
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"The trade off with intacct"

What do you like best?

I like that the platform is well laid out and easy to navigate. Everything can be easily found within the drop down menus and a plethora of search options and reporting features.

What do you dislike?

My only knock on the software is it’s inabimity to seamlessly integrate with our CRM, SalesForce. At times sales orders and invoices don’t properly transfer over.

Also, at times the system errors out and you just go back in and redo things... sometimes the systems properly carried out your request and other times it does not.

Recommendations to others considering the product

Make sure that if you’re pairing with other software that you check for any known issues.

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

The ability to have clean and concise invoicing and clean reporting.

Sage Intacct review by Tom A.
Tom A.
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"Outstanding Scalability"

What do you like best?

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

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

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

What do you dislike?

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

Recommendations to others considering the product

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

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

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

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

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

Sage Intacct review by Tom G.
Tom G.
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"Intacct Accounts Payable has Streamlined our Business"

What do you like best?

Intacct is very easy to use and quite intuitive. I like the user interface and ease to set up security roles and permissions to have a well segregated and audited process.

What do you dislike?

Honestly there is nothing we dislike about the product. They are currently in beta of a new user interface and we spend much of our time working in the beta version which is very nice.

Recommendations to others considering the product

A key to getting started in the right direction is to get with a good implementation specialist.

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

We moved from Quickbooks to Intacct and find the two products to be on completely different levels as far as feature sets. Intacct automates a lot of processes for us and the reporting is excellent. No longer need to use Excel so much.

Sage Intacct review by Administrator
Administrator
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"It was the affordable solution we were looking for at a time when we need it the most."

What do you like best?

We have multiple entities and therefore have to prepare consolidations, prior to Intacct we were using QuickBooks which means we were having to do a lot of manual preparation in order to provide consolidations. Sage Intacct provided the solution we were looking for from both a pricing and system perspective.

What do you dislike?

Would have liked to have a better understanding of the implementation process, we eventually engaged one of Intaccts partners to help us with implementation after we had gone through the process with one of Intaccts project managers.

Recommendations to others considering the product

Compare Sage Intacct to other systems, kick the tires and make sure it's the right fit for your organization, I believe you'll find regardless of the size of your organization Sage Intacct has the right solutions.

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

We've been able to automate the AP process, invoices are sent to Yooz data management service, then sent to Intacct for processing and then sent to AMEX for check delivery, this has helped us really streamline the AP process.

Sage Intacct review by Administrator
Administrator
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"Integrating in a hurry but you get into the groove one year being live"

What do you like best?

The cloud base aspect of it is lovely. You can hit the back button or open up multiple windows to work in two different screens. I like the simple delete and upload journal entries as well as the re-class button in accounts payable.

What do you dislike?

I like the intuitive using Intacct, but the integration process was too quick. We didn't have time to validate if the information will feed through correctly and be able to use Intacct during test phase before going live. There should be a smooth transition process but we were rushed to complete with our integration manager within 1.5 months.

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

Fixing old data from when we start Intacct. We expected to have clean and correct data what we needed from the transition from Quickbooks to Intacct. We are left with some old data from the first few months we wish we could prevent recording in the live environment. I cannot stress the integration process should be the most important part of the process.

Sage Intacct review by User
User
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"Best Cloud Based Accounting System"

What do you like best?

Sage Intacct is very easy to use. There is nothing you can do in the software that can't be undone. It has allowed us to do the accounting of multiple entities, all with different business models and operations. Anytime we start a new business we are able to create an entity and chart of accounts quickly and seamlessly.

What do you dislike?

Sometimes if you are having an issue within the software, if it's not a high priority issue, it can take a little bit longer than you would expect to get it resolved. But when it does get resolved it works seamlessly.

Recommendations to others considering the product

Sage Intacct does so much more than you can even imagine. There are ways to use the software innovatively, that is something that isn't necessarily marketed. If you are wondering if the software can do it, the best thing I recommend is to try it out or ask the question.

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

Sage Intacct has given us the ability to have a lean accounting staff, work from anywhere, and know that there are so many different ways you can use the solution

Sage Intacct review by User
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"Mostly Positive - Way better than QuickBooks"

What do you like best?

There is ease going between companies and a simple way to understand what level you are recording entries in. There are several options for reporting that allow you to start with an out of the box and customize it to fit your needs. The best part is the importing of transactions. Those mortgages where all the information is the same but the principle and interest amounts change each month? No problem create a spreadsheet once and then just change the amounts each month. Your entry time is reduced significantly and your data is accurate all the time. We use this for utility bills, mortgages, amortization entries, and intercompany interest.

What do you dislike?

In the platform reporting, it is difficult to discern how to get the information you want. I find I need to get a lot of information and then back off some of the fields because what I thought the titles meant and the information I got do not always mesh. it is frustrating to use when you are attempting to glean information in a specific format for a meeting or other reporting. There is a preview, but I would have liked to see some more guidance in the wizard, especially help in where the information will come from and which details I can get if I use that reporting format.

I also dislike that the payables ledger does not balance to the general ledger on an individual company level. If you have a multi-entity business and you have a bill for company A and that company has an intercompany relationship with Company B. You can pay the bill from company A on Company B's accounts or use the credit or whatever back and forth, however, when you balance at the end of the month, your overall (top level) AP ledger and GL ledger will balance but the individual companies will not show those outside payments for the month your balancing.

Recommendations to others considering the product

Overall it is a good product with many ways to customize and expand. I think most businesses would benefit from it. The only drawback is the balancing of the individual entity ledgers to the general ledger. They dropped the ball on that one.

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

We were using QuickBooks for an 18 company business. Just the time savings in one chart of accounts, one vendor list and not having to sign out and into companies is a huge benefit. We've also been able to give greater detail in our reporting. We created our own paperless ap intake system utilizing the API feature Intacct offers and work with 2CP to accept online payments from our customers which automatically post to the customer's account. The online payment process is so seamless our new leases require our customers to use it to process their rent payments.

Sage Intacct review by User
User
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"Accounting system for non-profits and Salesforce integration"

What do you like best?

Thoughtfully broad system that satisfies varied accounting needs for our company.

We have a variety of types of needs (e.g. Education for Schools, Graduate Program, Conference Events program and Philanthropy to name most of our key programs). There are many aspects of this system that really help us have a central program to handle it all. PLUS, they Intacct integrates with Salesforce and Nexonia to streamline and customize our busiest work.

What do you dislike?

Increasing issues with updates to existing product. Instead they have created *new* products that you have to add to your subscription - rather than updating the existing product that it directly relates to. (e.g. Report writing and cash management.)

Recommendations to others considering the product

Consider the integrations that you need too. Review not only Intacct, but also the systems that would be nice to have import and help you get your data into Intacct.

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

Import of CC transactions via Nexonia to help get all of our receipts and charges managed by the employee and into Intacct faster and easier for our Accounting team. Custom Invoicing integration with Salesforce CRM. Management of pricing and products with Intacct that updates Saleforce too.

Sage Intacct review by Daniel B.
Daniel B.
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"contabiliza y mantén al día tu empresa con Sage Intacct.."

What do you like best?

Sage Intacct es un excelente software de contabilidad, que te ayuda a llevar a cabo un mejor análisis para sobrellevar todas las situaciones financieras en cualquier ámbito de tu organización. Es el Mejor software en la nube, que integra informes financieros de interés para la empresa.

What do you dislike?

Sage Intacct cuenta con módulos de facturación de contratos, gestión de ingresos, inventarios, contabilidad de proyectos, fácil exportación de información de terceros. En lineas generales es perfecto.

Recommendations to others considering the product

Sage Intacct es un excelente producto, especialmente si usted está en la industria de servicios, El mejor software en la nube para administrar, controlar y gestionar todos los procesos en la materia financiera, el software de terceros,

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

Es una interfaz simple de llevar y cumplir con todas las exigencias en materia de contabilidad, estados financieros, contabilidad de proyectos, gestión de ingresos y todo lo necesario para nuestra organización en materia financiera.

Sage Intacct review by User
User
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"Great Product for the Money"

What do you like best?

Intacct is very user friendly and the UI is very easy to use. Intacct has high customization, and the product receives frequent quality of life updates. The core services are relatively inexpensive compared to many other competitors.

What do you dislike?

There are a lot of helpful and useful modules for Intacct, however they can become quite costly for a non-profit who is always looking for places to save money. Also, the new interactive report writer is amazing, but the additional cost to utilize it is not something that our Organization can handle right now.

Recommendations to others considering the product

Take the time to sit down and determine exactly what you want your accounting software to do for you. Chances are Intacct already has the capability to do it, but you just need to know exactly what you want to do prior to implementation to make sure you get the most of of your product from the start.

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

Being able to provide our auditors with user access to Intacct so they can run their own reports and view all the scanned supporting documentation has saved lots of filing time for my accounting staff. We were also able to eliminate paper Purchase Requisitions by moving everything online through the Purchasing module.

Sage Intacct review by Administrator
Administrator
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content

"Non-Profit Multi-Entity Accounting"

What do you like best?

The functionality to have multiple books for several organizations that can all consolidate or have inter-company relationships on the profit and loss and balance sheets. The reporting and dashboard functions have given us the ability to look deeper into our finances than ever before. Furthermore, allowing for "business users" to access the system has relieved my team hours a week with people coming and looking for invoices, back up, ect. with journal entries as we are able to scan/attach backup right to the journal.

What do you dislike?

The user interface can be difficult at times to navigate in their beta mode. Overall, this is a very small concern for me and my accounting staff. Some General Ledger reporting took some time to get use to coming from Dynamics, but overall, we can find and get to the information we are looking for with limited to no effort.

Recommendations to others considering the product

Great for multi entity reporting and management.

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

We are seeing that month end procedures are becoming more streamlined, recurring journal entries are easier than ever, and we are gaining visibility for department managers to see accounting data in real time. Also, we have multiple entities that have subsidiaries in other countries, so while we may not want to reconcile the subsidiaries activity monthly into our actuals, we can use statistical accounts to report this data without affecting our general ledger.

Sage Intacct review by Todd D.
Todd D.
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Business partner of the vendor or vendor's competitor, not included in G2 scores.

"Flexibility and power"

What do you like best?

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

What do you dislike?

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

Recommendations to others considering the product

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

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

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

Sage Intacct review by Shannon S.
Shannon S.
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"Intacct is a very User-friendly tool."

What do you like best?

I like how it is very User-friendly, my company is able to better streamline our accounting processes because of it and how I can manage Projects/Vendors/Charts of Accounts, as well as Bills all in one place.

What do you dislike?

The tech team and how long it takes to resolve issues.

Recommendations to others considering the product

Excellent Product and great value for the money spent on it. Truly saves you time and your Employees time and allows you to spend time on other things that needs to get done when you have the right systems in place. I highly recommend Intacct to everyone that does Accounting, it is better than any other Accounting tool that I have previously used before and there are a ton out there and this one outshines them all.

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

It speeds up the way we pay bills, make payments, enter Vendors and pull reports.

Sage Intacct review by Jessica G.
Jessica G.
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"Excellent product!"

What do you like best?

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

What do you dislike?

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

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

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

Sage Intacct review by David P.
David P.
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"A Great GL Solution"

What do you like best?

Intacct provides a lot of flexibility with other software tools and has a nice UI. The system makes it easy to enter data quickly and accurately.

What do you dislike?

It's difficult to get data to print on check stubs. That can be troublesome for things like tax returns.

Recommendations to others considering the product

Intacct provides a robust solution that makes most accounting functions notably easier. With a user friendly user interface and a strong reporting tool it makes most of my work much easier to accomplish.

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

Intacct offers multi-dimensional entries, which are handled easily by this system. It saves a great deal of time. Its reporting system is better than most out there.

Sage Intacct review by Leena P.
Leena P.
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"Versatile product"

What do you like best?

Ease of use, ability to run reporting and transactions with few mouse clicks.

What do you dislike?

Clunky when trying to use in manufacturing environment, global consolidation module can be tricky and hard for first-time users. Too many steps in duplicating user profiles to create new users and setting up their permissions. Creating custom reports is not as easy in Intacct as it is in SAP and other more versatile software packages.

Recommendations to others considering the product

Make sure your company is at a point where you need something this versatile. When it was set up for our company by my predecessors, future growth and business needs were not taken into account making it an extremely expensive GL solution for our current needs.

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

GL transactions and reporting

Time-savings compared to Quickbooks

Sage Intacct review by Laura I.
Laura I.
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content

"The Best move you can make"

What do you like best?

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

What do you dislike?

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

Recommendations to others considering the product

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

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

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

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

Sage Intacct review by Velma H.
Velma H.
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"A great business decision"

What do you like best?

There is no question that my favorite part of the Sage Intacct system is the reliability followed closely by a ability to link to other business products that enhance our efficiency and productivity.

What do you dislike?

I am still struggling with the report writer to get the data I need out of the system when and how I need it. Recent enhancements have helped but I am still learning.

Recommendations to others considering the product

Understand your business so you don't waste time in the implementation process revising structural issues that could have been addressed at outset.

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

Our organization has a global reach and Intacct is allowing us to reach all our players in real time to do our business now instead of tomorrow. We are saving money and of course time as a result.

Sage Intacct review by Kimberly S.
Kimberly S.
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"Easy to Use"

What do you like best?

The layout and organization of the software is easy to use. They release new updates quarterly which improve features of the software.

What do you dislike?

Custom reports take a long time to build because it takes a while to get all the Account Groups set up. It sounds like they have made improvements to this feature but I haven't tried it out yet.

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

We have been able to streamline and sync the accounting records and processes of several sister organizations to since we began to use Sage Intacct. This has enabled comparison of financial records, effective communication within the accounting software and consistency among several organizations.

Sage Intacct review by Margaryta G.
Margaryta G.
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content

"Bookkeeping system"

What do you like best?

Very structured and organized accounting system. Convenient to keep track of records. I like that the system keeps track of all the invoice and document numbers, which nullifies duplication or reckless mistake.

What do you dislike?

I would say that it is a periodic failure in the reflection of recent records in general ledger. Sometimes I enter an invoice, and it does not show up until the next day or so. And it creates a little of confusion and it is not very often.

Recommendations to others considering the product

I think it's a great tool to focus on your financial decisions rather than spending lots of time on manually generating reports

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

Entering invoices, processing payments, working on financial projects. It is just fast and convenient. You have everything you need already organized and generated for you.

Sage Intacct review by Long Z.
Long Z.
Validated Reviewer
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content

"Great experience using Intacct."

What do you like best?

Reporting feature within Intacct doesn't require much scripting knowledge. It can be done basic block building configurations. Also has ability to perform automation works especially with smart event and smart rules. Intacct also allows building custom applications if the out of box solution doesn't meet the business needs.

What do you dislike?

It only reports in single currency, there's no way to report in multiple currencies. We were having multi-entity with multi currencies structure. Intacct only allows reporting into a single currency, either base or local, can do both. This is one of the feature that I think Intacct should improve on.

Recommendations to others considering the product

Yes, Intacct is very user friendly and has a pool of functions that meets business needs.

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

The dashboards from Intacct allows client/auditors to access client's data instantaneously without much hassle. Also the reports from Intacct has enough flexibility to produce custom reports based on client's demand.

Sage Intacct review by Kathleen B.
Kathleen B.
Validated Reviewer
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content

"Controller"

What do you like best?

I think the ease of use with the product. I also like the reporting features. I use the product for running Accounts Payable and Financial related reports. I also feel that posting and adjusting journal entries is a really great process in Intacct. I've used other accounting programs and this is definitely one of the best out there.

What do you dislike?

The only thing I wish was better is the ease of creating and modifying my existing financial reports. I used FRX in the past and it was very easy for me to create new financial reports. Now I feel there are too many steps to create the reports and wish the process were a little less time consuming.

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

I am providing timely financial reporting for my company and am able to be more hands on. In the past our business had an outsourced accounting function and we didn't have access to the data daily.

Sage Intacct review by User in Public Policy
User in Public Policy
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content

"Intacct"

What do you like best?

I like the easy and intuitive interface - it has a lot of functionality. I know recently that our company realized that there were features that intact offered that we were not using this included the project dimension which is a great tool for nonprofit grant tracking. I like that Intacct has a two step verification which gets sent to my phone every time I clear my history or my chance.

What do you dislike?

There is nothing that I dislike about Intacct. I think that it is overall extremely intuitive . I do know that the customer support we have received is not the best. However, I just input bills and card charges.

Recommendations to others considering the product

I do not feel that I am qualified to recommend this to anyone, as I just use it at its basic functionality. I have heard that it is a great software and I hope that the small amount of input I have given will be enough to help out potential buyers.

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

Accounting and bookkeeping for the nonprofit organization. Preparing for audits. Although I think intact has a learning curve, I think the basic functions are extremely intuitive. If you want to learn to do reporting, I think there a bit more of a learning curve and a need for knowledge of basic accounting and bookkeeping concepts. As an administrative assistant, I think that Intacct is great for the function that I am using the product at, which is account reconciliations, AP input, Manual payments, ect.

Sage Intacct review by Karrey W.
Karrey W.
Validated Reviewer
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content

"What's not to like?"

What do you like best?

What I like best about sage Intacct is how easy it is to navigate and locate things. Everything is able to be broken down into ways that make sense for our company. Reporting, look ups and all functionality make so much sense, compared to some others.

What do you dislike?

The only thing I dislike about Sage Intacct is how slow it responds to some things and that not everything for a particular invoice/payment is on the same screen. Several times you have to click multiple times just to find the exact piece of information you are looking for.

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

The business problems we are solving with Sage Intacct are having all of our general ledger information in a streamlined process.

Sage Intacct review by Administrator
Administrator
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content

"Premier Core Financials/ERP System to Build All Your Company Systems Around"

What do you like best?

*Ease of Use-extremely intuitive-esp. for finance & accounting users

*Highly Scalable/Customizable-capable of supporting small startups to large multinational companies

*Ability to Easily Interface with Other Systems

*Great Dashboard tools that are easy to develop and deploy

*Fantastic On-Line User Help Functions

*True SaaS/Cloud Based Solution- no Latiency or other Issues you see with solutions that started on prem. and then offered cloud solution

*Competitively priced- esp. in terms of annual increases that thus far have not following in-line with some of the tier one providers (e.g. Oracle/SAP)

What do you dislike?

*Difficult to find developers- whether contract or for hire. Likely due to this still being a relatively new system compared with some of their competitors

*Customer support is marginal- we don't pay for the enhanced support so that may be a lot better. Fortunately, due to the intuitive nature of the system and the wealth of easy to use on-line support, customer support calls or logging of issues is not needed very often

Recommendations to others considering the product

I would strongly recommend it. If you are on the fence I would suggest attending their annual users conference. It is extremely educational and well attended. I was also impressed that they had a program and day dedicated to just CFOs. As a CFO I found this very beneficial from being tailored to like minded users and the networking opportunities.

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

*Allowed us to migrate off Quickbooks and establish a core system that has enabled us to continue to grow

*Open platform is allowing us to work with one of their VARs to develop a custom solution for our core business which is very unique

*Provides great real-time dashboard and other reporting tools for running our business

Sage Intacct review by Marco D.
Marco D.
Validated Reviewer
Verified Current User
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content

"Overall happy with product"

What do you like best?

That it is fully cloud-based, and we don't have to maintain servers, backup, and that it's a big improvement over our last platform.

What do you dislike?

Lacks the Banking features (loan/deposit) needed for the Church, and configuration options are complex.

Recommendations to others considering the product

Make sure your integrator is an ERP integrator and not just an accounting firm that thinks it knows how to implement technology solutions.

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

Moved off of paper-based check request processing, ability to approve invoices from mobile devices. Better access to information. Flexibility and capability to create reports and dashboards that meet the users' needs.

Sage Intacct review by AMY M.
AMY M.
Validated Reviewer
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content

"Sage Intacct Review"

What do you like best?

This program is excellent for keeping detailed records that can be easily viewed through their report options. It is easy to use, fun to input data, and their guides allow for nothing to be missed when it comes to proper entry and reporting forms.

What do you dislike?

I am very happy with this program and don't have any aspect that I dislike. It is very user-friendly.

Recommendations to others considering the product

I would recommend this program to anyone in need of an excellent, easy-to-use accounting program that offer great benefits to help guide you in the right direction for your business's finances.

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

I am keeping track of my daily and monthly transactions easily and can bring up the reports when it is time to file GST and year-end duties. This program has made it very easy and it saves plenty of time from other programs I have tried in the past.

Sage Intacct review by Karl W.
Karl W.
Validated Reviewer
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content
Business partner of the vendor or vendor's competitor, not included in G2 scores.

"Easy to use, but to maximize it's potential, get ready to learn. "

What do you like best?

I like the flexibility and dynamic reporting that Intacct offers. This includes groups and account group mapping.

What do you dislike?

I wish it was a little easier to import account group ranges, it's not super intuitive, you also cant report easily on multiple dimensions, unless you make complicated account group filters. The Fixed asset module also needs some improvements.

Recommendations to others considering the product

Easy to use, easy to customize, have to get ready to learn intacct if you want to maximize it's potential. Especially account groups and dimensions. I’m hoping the new custom report writer will improve on it’s only real weakness, which is the ability to report on multiple dimensions easily.

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

The ability to be flexible when it comes to reporting, as well as the ease of integration with our other systems has been the biggest benefit.

Sage Intacct review by User
User
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content

"Intacct is logical, intuitive, and easy to pick up"

What do you like best?

I like that it makes so much accounting sense. You don't need to know how to work your way around the system, you just need to understand accounting and GAAP due to the accounting friendly UI.

What do you dislike?

It is limited in its scalability and customization, but that's ok for our business.

Recommendations to others considering the product

Definitely look into this - make sure it fits the scale of your business, and if it does, get it. Great cloud- based option that is super easy to use as compared to other, similarly sized cloud-based options. I wish I'd had time to learn more about customization options.

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

There is very little learning curve, I was able to pick it up without much special training. This allowed me to start doing my job faster.

Sage Intacct review by Amy B.
Amy B.
Validated Reviewer
Review Source
content

"Solid accounting system"

What do you like best?

The versatility of the program as compared to our previous software, accpac, is refreshing. Lots of customizable reports in a reasonably easy to use software program.

What do you dislike?

The cloud based system takes some getting used to. Constantly having to get a text with a login code gets cumbersome. You never seem to actually be able to tell it to remember you and the computer. Also the naming conventions for the periods are frustrating. The fact that you need to set up a quarterly period is annoying.

Recommendations to others considering the product

Make sure you ask a lot of questions up front. We bought some add on packages that ended up being a complete waste of money.

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

Better and more robust accounting with faster reporting after month end. Also cloud based makes it easier to access from anywhere.

Sage Intacct review by Aaron T.
Aaron T.
Validated Reviewer
Verified Current User
Review Source
content

"Great financial cloud application, but customizing is a bit challenging"

What do you like best?

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

What do you dislike?

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

Recommendations to others considering the product

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

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

Financial account for whole agency.

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Sage Intacct
4.2
(768)