---
title: Sage Intacct Reviews
meta_title: 3000+ Reviews from the Sage Intacct Community
meta_description: Read what the Sage Intacct community has to say about different
  features, use cases, and pricing models.
aggregate_rating:
  rating_value: 4.3
  review_count: 4433
  scale: '5'
date_modified: '2026-08-14'
parent_category:
  name: Accounting & Finance
  url: https://www.g2.com/categories/accounting-finance
---


# Sage Intacct Reviews
**Vendor:** Sage Software  
**Category:** [Accounting Software](https://www.g2.com/categories/accounting)  
**Average Rating:** 4.3/5.0  
**Total Reviews:** 4,433
## About Sage Intacct
Sage Intacct is the flexible and scalable financial platform that delivers deep accounting capabilities to thousands of businesses across the world. Sage Intacct delivers an array of core accounting applications such as a general ledger, accounts payable, accounts receivable, cash management, and order management to any accounting department or finance team. It also supports functionality for built-in dashboards, real time reporting, time and expense management, project accounting, revenue management, and global consolidations for multiple entities. The software can be used in a wide variety of industries as a horizontal accounting system, but also delivers specialized features for the following industries: Nonprofit, Software and SaaS, Professional Services, Financial Services, Healthcare, Hospitality, Wholesale Distribution, Construction and Real Estate.



## Sage Intacct Pros & Cons
**What users like:**

- Users find Sage Intacct **intuitive and user-friendly** , enabling quick access to information and effortless report generation. (1027 reviews)
- Users love the **intuitive design** of Sage Intacct, making accounting and reporting seamless and user-friendly. (519 reviews)
- Users appreciate the **great reporting capabilities** of Sage Intacct, enabling customized and transparent insights effortlessly. (508 reviews)
- Users appreciate the **user-friendly interface** of Sage Intacct, making it intuitive and accessible from anywhere. (467 reviews)
- Users value the **customizable and user-friendly interface** of Sage Intacct, enhancing efficiency and simplifying daily tasks. (384 reviews)
- Users highlight the **efficiency** of Sage Intacct, streamlining processes and enhancing real-time access to vital data. (371 reviews)
- Users highlight the **easy-to-understand layout** and instant report updates in Sage Intacct&#39;s reporting features. (355 reviews)
- Product Functionality (351 reviews)
- Integrations (323 reviews)
- User Interface (306 reviews)

**What users dislike:**

- Users find **missing features** in Sage Intacct, including limited customizations and outdated visual design affecting productivity. (385 reviews)
- Users note a significant **learning curve** with Sage Intacct that requires time and guidance for effective usage. (339 reviews)
- Users find the **limited functionality** of Sage Intacct frustrating, especially with lengthy updates and tab restrictions affecting productivity. (242 reviews)
- Users face **access limitations** with slow updates and required approvals, hindering productivity and efficiency. (238 reviews)
- Users find the **learning difficulty** significant, often needing extensive training and support to navigate features effectively. (231 reviews)
- User Unfriendliness (225 reviews)
- Not User-Friendly (214 reviews)
- Limited Customization (210 reviews)
- Inadequate Reporting (183 reviews)
- Report Creation (178 reviews)

## Sage Intacct Reviews
  ### 1. Easy to Use and Customizable, but Customer Support Needs Improvement

**Rating:** 3.0/5.0 stars

**Reviewed by:** Melissa  B. | Director Finance, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 22, 2026

**What do you like best about Sage Intacct?**

The ease of the system and capabilities to set view preferences

**What do you dislike about Sage Intacct?**

The customer support is lacking. You shouldn't have to log in to a system to submit a case and to see the last communications. Additionally, 90% of the time they try to pon you off on the technical team that charges $250/hour and most of the requests are basic, should be standard within any accounting system. Also, once in an agreement, and at renewal, they are sticklers about removing things you had never used. Last, they continue to cancel partnerships and make the customer convert to a new partner which is a headache, creates more work and at times its more costly.

**What problems is Sage Intacct solving and how is that benefiting you?**

None that I am aware of

  ### 2. Sage Needs Smarter GL Filtering and More Complete Exports

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 30, 2026

**What do you like best about Sage Intacct?**

To be honest I am only passive towards Sage - saying what I like best about it would give off the impression I really enjoy a certain aspect of it, which is not the case.

**What do you dislike about Sage Intacct?**

I think the filtering in Sage needs work. for example if I want to search for a specific GL account, I can only start from the beginning, I cannot type in a word in the GL account name. Additionally when a GL account has no activity for the year even if it started/ended with the same balance, the GL export just doesn't include this account. Why would I want a GL export with accounts missing, even if there is no activity in the year? it doesn't make sense. I also get logged out if I stay away from my computer for a bit of time. The GL filtering I mentioned above is also the same when I want to look up entities - I have to look it up from the beginning otherwise it will not work.

**What problems is Sage Intacct solving and how is that benefiting you?**

It is a large platform than quickbooks and allows us to quickly view all of our entity data

  ### 3. Effective Multi-Entity Management, But Lacks Strong Support

**Rating:** 2.5/5.0 stars

**Reviewed by:** Megha V. | Purchasing Officer, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 21, 2026

**What do you like best about Sage Intacct?**

I like that Sage Intacct is web-based, which allows me to log in from anywhere. I really find the multi-entity consolidation feature to be the best part. It efficiently handles consolidation and currency conversion in real time, which is perfect for companies with multiple legal entities and different currencies.

**What do you dislike about Sage Intacct?**

The back end support is really poor in my experience. It's very hard to get ahold of the team, and every question requires a one hour development call, which is an add-on cost. I really don't like the support. The support is a bit lacking from a people perspective in the beginning.

**What problems is Sage Intacct solving and how is that benefiting you?**

We use Sage Intacct for real-time consolidation and currency conversion for our multiple legal entities and jurisdictions. It helps us efficiently support intercompany reconciliation, operating under a unified banner.

  ### 4. Great Audit Trails and Reporting, but Error Fixes and Implementation Need Work

**Rating:** 2.5/5.0 stars

**Reviewed by:** Jennifer T. | Executive Director, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 06, 2026

**What do you like best about Sage Intacct?**

It has the capacity to develop budgets and workflows that show approvals for audit trails.  It has the capacity to develop reports based on fund accounting and grant tracking.

**What do you dislike about Sage Intacct?**

Cannot fix errors easily.  Not user friendly.  Implementation process through Sage was a horrible experience that we are still paying 3rd party vendors to fix.  Cannot invoice grants as we expected.

**What problems is Sage Intacct solving and how is that benefiting you?**

We have moved from mostly spreadsheets to some spreadsheets.  It connects receipts directly to transactions.  It has distributed some of accounting workload to operations.

  ### 5. Capable financial core, but you'll feel the ceiling as you scale

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 17, 2023

**What do you like best about Sage Intacct?**

The multi-dimensional reporting continues to be the standout — being able to slice by entity, department, and location without bloating the chart of accounts has saved our finance team real time as we've added complexity. The dimensional structure scales better than the row-based reporting we came from. AP automation and the approval workflows have also matured nicely since our last review, and the audit trail and role-based permissions have made our close and audit prep noticeably cleaner. Integration into our broader stack has held up well.

**What do you dislike about Sage Intacct?**

As we've grown, a few limitations have become more pronounced. Report building is still harder than it should be — anything beyond the standard templates takes real effort, and we've hit a practical ceiling on the number and complexity of custom reports. Performance also degrades when we run large data volumes or heavier consolidations, which slows the team during close. Cost is the other piece: per-user licensing plus the add-on modules add up faster than we expected as headcount and scope grew, and it's hard to forecast the all-in number. Updating historical data — the pain point from our last review — is still cumbersome. None of these are dealbreakers individually, but together they're the reason the rating slipped.

**What problems is Sage Intacct solving and how is that benefiting you?**

Sage Intacct is solving the disconnect between Sales and Finance. Since we've integrated Intacct with Salesforce, it has been much easier to identify discrepancies and abnormalities regarding bookings numbers.

  ### 6. Valuable Insights with Room for Service Improvement

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 12, 2026

**What do you like best about Sage Intacct?**

I like the reports, the purchase order and subcontract feature in Sage Intacct. They help me do my day-to-day job and provide insights to our firm.

**What do you dislike about Sage Intacct?**

I don't like the customer service and the price of the service. Also, the add-ons to the main service can be a concern.

**What problems is Sage Intacct solving and how is that benefiting you?**

I use Sage Intacct for accounting inputs and to see spending data. The reports, purchase order, and subcontract features help me in my day-to-day job and provide insights to our firm.

  ### 7. Streamlined Consolidation, Needs Workflow Improvement

**Rating:** 3.0/5.0 stars

**Reviewed by:** Saffron B. | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 03, 2026

**What do you like best about Sage Intacct?**

I like the intercompany feature at top level and the consolidation of the supplier and customers. The supplier consolidation highlights any duplicate invoices at both head office and academy level. It also gives us extra security regarding bank changes, as only admin users can change them.

**What do you dislike about Sage Intacct?**

I struggle with the purchasing workflow. If someone is off sick or on holiday leave, it's very manual to change the PO approver department, rather than being able to put them on 'holiday' and getting it to go to someone else. The initial setup was quite time-consuming, and the test system wasn't quite usable to be able to test properly. There were a lot of things Sage Intacct didn't tell us about setup, which caused a lot of problems which we are still having to fix two years later.

**What problems is Sage Intacct solving and how is that benefiting you?**

Sage Intacct solves cloud-based system challenges with consolidated functionality. I like how supplier consolidation highlights duplicate invoices and enhances security by restricting bank changes to admin users.

  ### 8. Decent for AR/AP but Setup and Cost Are Challenges

**Rating:** 2.5/5.0 stars

**Reviewed by:** Chelsea V. | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 02, 2026

**What do you like best about Sage Intacct?**

I like using Sage Intacct for accounting across multiple entities. I find it particularly useful for handling AR/AP, bank reconciliations, and financial reporting. The AR platform is a highlight for me, especially the module to post payments and review posted payments. Additionally, the initial setup was easy enough.

**What do you dislike about Sage Intacct?**

It auto populates to one bank account, the report writing is hard to learn and often unable to get all data on the reports I need, it's not as user friendly for setup and is costly.

**What problems is Sage Intacct solving and how is that benefiting you?**

I use Sage Intacct for managing AR / AP, bank reconciliations, and financial reporting across multiple entities.

  ### 9. Sage Intacct is good, but needs some updates

**Rating:** 3.0/5.0 stars

**Reviewed by:** Natalie S. | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 07, 2023

**What do you like best about Sage Intacct?**

It defiantly has been updated but we had to change computers, etc. When it works like is supposed to, is great! 

**What do you dislike about Sage Intacct?**

Very robust system, should be updated to be at least a little bit more modern. 

**What problems is Sage Intacct solving and how is that benefiting you?**

It is easy to use once you learn the steps required to get to the feature you want. Also, the easy option to update inventory.

**Official Response from Sam Dempster:**

> Hello, thanks for taking the time to leave a review we really appreciate all feedback.

I'll personally pass this onto our product teams.

If you'd like to discuss this further, please reach out to me personally on sam.dempster@sage.com.

  ### 10. User-Friendly Learning Videos and Time-Saving Bill Upload Templates

**Rating:** 3.0/5.0 stars

**Reviewed by:** Poornima G. | Staff Accountant, Enterprise (> 1000 emp.)

**Reviewed Date:** May 27, 2026

**What do you like best about Sage Intacct?**

The inbuilt videos for learning makes Sage user friendly 
Templates make it easier to upload bills which saves time

**What do you dislike about Sage Intacct?**

Available templates are in excel format, can be made available in multiple formats for user's choice

**What problems is Sage Intacct solving and how is that benefiting you?**

It saves time to manually post a bill; helps with reconciliations by generating user friendly financial reports

  ### 11. Easy Bank Reconciliation, but Clunky Workflows and Limited Post-Posting Changes

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 13, 2026

**What do you like best about Sage Intacct?**

Matching tool on the bank, this makes reconciling the bank easy

**What do you dislike about Sage Intacct?**

Thinks can be clunky and sometimes work one day and not the next. It is very hard to reverse or change things once posted. VAT is not well considered/thought out on intacct.

**What problems is Sage Intacct solving and how is that benefiting you?**

Stock, this can be tracked easier and mean no issues

  ### 12. Great Multi-Entity Journals, but a Disjointed Implementation Process and Support

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.)

**Reviewed Date:** January 27, 2026

**What do you like best about Sage Intacct?**

The multi entity feature. It is nice only having to do one single journal entry instead of multiple to balance transactions across our 18 entities. It also helps streamline a lot of the other accounts payable and receivable processes.

**What do you dislike about Sage Intacct?**

The implementation process. They were partnering with NPact at the time of our implementation. We had 4 different representatives throughout the process. I do believe they are using a different company now... Npact did not listen to what we needed. When we met with the new rep and had to explain our business processes again, we were told what our previous rep advised us on wasn't possible and had no effort made to rectify the situation. They did not show us fully how to use the features needed that were included in our package to be trained on and also marked off that they imported our customer records on the implementation checklist but did not do it until we requested multiple times. We were also handed off to Sage support without signing off that implementation was complete and only found out after emailing our representative about issues and being told they could not help us and we needed to contact support. 

We also have not had a good track record with Intacct customer support. They push you to look in the community or help articles that do not give entirely accurate steps to resolve the issue.

**What problems is Sage Intacct solving and how is that benefiting you?**

Intacct solved our multi entity reporting.

  ### 13. User-Friendly Formatting, but Search Needs Improvement

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Pharmaceuticals | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 21, 2026

**What do you like best about Sage Intacct?**

It's user friendly and readable with the formatting.

**What do you dislike about Sage Intacct?**

It doesn't make it easy to search for something.  Sometimes even with spelling a word correctly, it doesn't find it.

**What problems is Sage Intacct solving and how is that benefiting you?**

I'm not sure of any problems being solved.  It would be nice if the search engine would be widened to search the whole system, like all modules, instead of just one area.

  ### 14. Complicated Setup but Useful for Reimbursements

**Rating:** 3.0/5.0 stars

**Reviewed by:** Kara C.

**Reviewed Date:** February 10, 2026

**What do you like best about Sage Intacct?**

I like that I can easily access my history of previous reimbursements and accounting details. It makes it easy to keep track of what I've already done and the program codes that I've used, so I don't have to remember things off the top of my head.

**What do you dislike about Sage Intacct?**

I wish there were options to auto populate based on my history. The initial setup was pretty complicated. It took us a while to learn to use the tool because we were plugging in information, and for those of us that aren't from the accounting team, it was difficult to follow instructions.

**What problems is Sage Intacct solving and how is that benefiting you?**

Sage Intacct helps me bill reimbursements to the correct programs and coordinate with our accounting department. It makes tracking easy, so I don't have to remember program codes off the top of my head.

  ### 15. Helpful Journal Entry Imports, but Limited Export and Usability

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Apparel & Fashion | Mid-Market (51-1000 emp.)

**Reviewed Date:** June 09, 2026

**What do you like best about Sage Intacct?**

The import feature for complex journal entries to the general ledger is very helpful.

**What do you dislike about Sage Intacct?**

I don't feel like the usability is universal. Any configurations set up upon implementation cannot be exported to ensure the values and set-up to continue use is known.

**What problems is Sage Intacct solving and how is that benefiting you?**

We have started to use the AI auto AP tool. It has cut down on the time waste with manual entry.

  ### 16. Limited Reporting and Rigid Presentation Editing Hold It Back

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 27, 2026

**What do you like best about Sage Intacct?**

Support documentation is implemented relatively well.

**What do you dislike about Sage Intacct?**

Limited reporting functions. Limited presentations highly structured around the way account groups are created and it's difficult to edit them without backing out of a report you're working on.

**What problems is Sage Intacct solving and how is that benefiting you?**

Works as an ERP. and for AP / AR

  ### 17. Great Multi-Tab Workflow, but Navigation Feels Too Complicated

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 12, 2026

**What do you like best about Sage Intacct?**

the fact of opening different tabs for different entities in the same time and deosnt log you out

**What do you dislike about Sage Intacct?**

Too complicated to navigate most of the time

**What problems is Sage Intacct solving and how is that benefiting you?**

its very good in preducing reports

  ### 18. Easy Search, But Too Many Steps to Get Things Done

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 30, 2026

**What do you like best about Sage Intacct?**

I like that searching for things is easy

**What do you dislike about Sage Intacct?**

I feel like there are too many extra steps to accomplish any task

**What problems is Sage Intacct solving and how is that benefiting you?**

It is giving us one space to handle AP and AR

  ### 19. Robust Integrations, but a Steep Learning Curve for Less Technical Users

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 28, 2026

**What do you like best about Sage Intacct?**

very robust platform with options for integrations. takes a learning curve but once there, its a core platform of our finance operations

**What do you dislike about Sage Intacct?**

robust-ness has a downside. it can be complex for our less technical users and takes a learning curve and some onboarding. not an intuitive tool due to its complexity.

**What problems is Sage Intacct solving and how is that benefiting you?**

solving standardization of our finance operations and reporting

  ### 20. A Great Accounting System with Poor Reporting

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Transportation/Trucking/Railroad | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 17, 2023

**What do you like best about Sage Intacct?**

They have released several AI Assistants and Automations but they are all billed as addons, so we have not tried any of them.  

**What do you dislike about Sage Intacct?**

Their pricing.  It is crazy expensive already and every new module is released as an add-on so existing uses don't see any of the benefit.  They also still have not fixed the reporting weaknesses in their core product.  

**What problems is Sage Intacct solving and how is that benefiting you?**

Smooth accounting process with nice consolidated financials.

**Official Response from Gill Symington:**

> Thank you for your feedback on Sage Intacct! We're glad to hear that you find our accounting system to be great and that the consolidated financials feature is a big advantage for you. We understand your frustration with the reporting capabilities and the additional subscriptions required for the new reporting tools.

We apologize for any inconvenience this may have caused. We are constantly working to improve our software and appreciate your feedback. We will pass along your concerns to our development team for further consideration.

In the meantime, we would be happy to assist you in any way we can. If you have any specific reporting needs or if there is anything else we can do to enhance your experience with Sage Intacct, please let us know. We value your business and want to ensure your satisfaction.

Gill Symington
Sage Global Customer Advocacy Director 

  ### 21. Efficient Financial Management, Slow Report Downloads

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 11, 2025

**What do you like best about Sage Intacct?**

I like that Sage Intacct allows everyone who needs it to have access to the same financial information simultaneously. The initial setup was easy.

**What do you dislike about Sage Intacct?**

I don't like that downloading reports takes a long time to load, and then downloading takes time too. It is extremely difficult this way and I hope to see improvement.

**What problems is Sage Intacct solving and how is that benefiting you?**

I use Sage Intacct to store invoices and financial information, and it helps pull reports from a larger entity. Everyone who needs it has access to the same financial info simultaneously.

  ### 22. Intacct 2026 review

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 20, 2023

**What do you like best about Sage Intacct?**

There is no change in the way I use Sage Intacct.

**What do you dislike about Sage Intacct?**

The response is the same from the last review.

**What problems is Sage Intacct solving and how is that benefiting you?**

I can't think of any.

  ### 23. It works well but a has a bit of a learning curve

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 16, 2025

**What do you like best about Sage Intacct?**

I like that it accomplishes everything we need it for - what I use it for within my company is to submit expense reports after traveling or to ask for reimbursement on purchasing things like software. We implemented it earlier this year, so have been using it less than a year. Once I figured it out, it is fairly easy to submit expense reports.

**What do you dislike about Sage Intacct?**

I definitely had a pretty steep learning curve when trying to figure out Sage, specifically when we first switched over from our prior platform. I couldn't really figure out where things were. I still have a bit of a difficult time accessing prior expense reports that I have submitted. To be honest, I don't have to use it that frequently so I'm sure I would be better at the platform if I had to use it daily.

**What problems is Sage Intacct solving and how is that benefiting you?**

Within my company I use Sage to submit expense reports after traveling

  ### 24. Great Grant Project Tracking, but Financial Reports Are Tedious to Build

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 21, 2026

**What do you like best about Sage Intacct?**

The dimension/project functionality for grant projects.

**What do you dislike about Sage Intacct?**

The financial reports are tedious to build and are not easily changed like Quickbooks

**What problems is Sage Intacct solving and how is that benefiting you?**

It was to better track grant expenditures.

  ### 25. Overcomplicated Navigation and Limited Integrations Hinder Usability

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Fund-Raising | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 05, 2025

**What do you like best about Sage Intacct?**

I like that it is cloud based, and as such, keeps loading times to a minimum and allows multiple instances to be 'open' at one time.
Implementation and customer support are OK.

**What do you dislike about Sage Intacct?**

A lot of 'simple' processes are over complicated, and it is difficult to navigate. 
With frequent usage it still takes a lot of getting used to. 
The integrations available are not very specific to  our needs as a Charity and there are probably too many features which we wouldn't use.

**What problems is Sage Intacct solving and how is that benefiting you?**

Raising sales invoices has become a quicker task with ability to duplicate previous invoices raised, and the bank feed is great.

  ### 26. New Release

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 18, 2025

**What do you like best about Sage Intacct?**

I like the new release of being able to identify a "Refund" within the system not sure that I have access or permission from my company to use it. But I love the idea of new release. 
I like the feature "Enchanced List"

**What do you dislike about Sage Intacct?**

With the New Release, I no longer have access to use the "Enhanced List " on "Posted Payments"; this made searching for a payment so much easier, especially when looking for a check # specifically, there was no more back and forth to see the information just had to select my client, then select the split screen to be able to see everything that I needed and now I don't have that opinion? WHY IS THAT??

**What problems is Sage Intacct solving and how is that benefiting you?**

Offering different options for features that were tried and apparently were noted as good features. Not sure that I have a total understanding of what they do b/c I'm not sure that I have full access to the system to make that assessment.

  ### 27. ok

**Rating:** 2.5/5.0 stars

**Reviewed by:** Carlos S. | HR Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 25, 2024

**What do you like best about Sage Intacct?**

none to mention currently.                               


**What do you dislike about Sage Intacct?**

HR modules, reporting for HR lacks details.


**What problems is Sage Intacct solving and how is that benefiting you?**

Payroll and time management

**Official Response from Bethany  McDermott:**

> Hi Carlos, 

It's great to hear that the system has been helpful for your payroll and time management needs.

Thank you for your feedback on HR modules, I will share this with our product team to consider in the future. 

Thanks, 
Bethany McDermott 

Sage Customer Marketing Manager - Reviews


  ### 28. Powerful but not intuitive

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 01, 2025

**What do you like best about Sage Intacct?**

There's a lot about sage you can customize to work for your business. Entities, classes, items, any dimension you want to create. You can create very customized reports. The UI is somewhat customizable to show you the information you'd like to have at the ready all the time.

**What do you dislike about Sage Intacct?**

Navigation is difficult. There's not one screen you can see all vendor or all customer information on. Figuring out which module controls which setting is tough. The customized reports and balances have to checks to ensure all your P&L accounts are added or that your balance sheet balances. It's expensive and to really get the features you want for automation and efficiency, you have to pay for add-on modules.

**What problems is Sage Intacct solving and how is that benefiting you?**

It helps us separate lines of business and prepare reports for department budgeting.

  ### 29. Quick, Easy Posting with Live Bank Fees—But Historical Data Needs Work

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 17, 2026

**What do you like best about Sage Intacct?**

Quick and easy with access to live bank fees, easy to post intercompany transactions

**What do you dislike about Sage Intacct?**

not able to post historical data accurately

**What problems is Sage Intacct solving and how is that benefiting you?**

Quick and easy with access to live bank fees, easy to post intercompany transactions

  ### 30. Easy to Use, But Purchase Orders Take Too Many Steps

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 30, 2025

**What do you like best about Sage Intacct?**

Its ease of use. It's not a complicated system at all.

**What do you dislike about Sage Intacct?**

How many steps to complete one Purchase Order. Its easy, but time consuming.

**What problems is Sage Intacct solving and how is that benefiting you?**

It's solving our problem with Paying our Vendors. With Sage we can easily track our spend.

  ### 31. Complex

**Rating:** 3.0/5.0 stars

**Reviewed by:** tessa e. | manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 08, 2025

**What do you like best about Sage Intacct?**

It has a lot of options and it is a complex user interface

**What do you dislike about Sage Intacct?**

It can be a bit too complicated at times.

**What problems is Sage Intacct solving and how is that benefiting you?**

It helps my company handle invoices and that benefits me directly. Further, the recent changes made it easier to use.

  ### 32. The system is good but sometimes face some issues with time waiting

**Rating:** 3.0/5.0 stars

**Reviewed by:** Meg S. | Assistant Management Accountant, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 28, 2025

**What do you like best about Sage Intacct?**

the system is quite easy to navigate 
the separation by colours makes it quite visually easy to navigate between the entities
exporting our stuff onto sage is an easy process and allows for us to do this quickly

**What do you dislike about Sage Intacct?**

can sometimes be a bit slow when trying to load bigger files
how frequently it logs me out of the system

**What problems is Sage Intacct solving and how is that benefiting you?**

Reporting that supports our business

**Official Response from Brock Faucette:**

> Thanks for reviewing Sage Intacct, Meg. If you haven't already, be sure to reach out to our support team about the random logout issue you're experiencing. I'll also share your feedback on load times with our product team.

  ### 33. My experience with Sage Intacct is ixed

**Rating:** 2.5/5.0 stars

**Reviewed by:** Stan F. | C, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 09, 2024

**What do you like best about Sage Intacct?**

If you are looking for a step up from QuickBooks Online it's an ok next step from a price performance perstpective compared other options out there.

**What do you dislike about Sage Intacct?**

It's cumbersome to use, more complicated than it needs to be compared to QuickBooks Online, banking integrations while improved oculd be better and customer support is inconsistant.
It is not easy to integrate with outside programs you have to go through a complicated process anytime you want to integrat someting into Sage Intacct.
Sage is not easy to use it's contracts module is overly complicated and cumbersome, the canned financial reports available in Sage intacct are mostly useless and usable ones are hard to format.
Lastly the implementation process was a very painful experience.
Usin Sage intacct every day is helpful but that doesn't change what I dislike about Sage intacct.

**What problems is Sage Intacct solving and how is that benefiting you?**

We out grew our prior accounting software and needed something more robust, we had a good subsctiption management package but we needed an underlying accounting package hence we went with Sage including their contracts module.
honestly the data we can get out of the accounting module is more robust but the contracts module not so much.

**Official Response from Bethany  McDermott:**

> Thank you for your honest feedback. We're glad to hear that Sage Intacct has been a step up from QuickBooks Online for you. We apologize for the complexities you've encountered, especially with integrations and the contracts module. Your insights are valuable, and we're continuously working to improve our product and support. It's great to know that our accounting module has provided robust data for your needs. Thank you for sharing your experience.

  ### 34. Promising for Growth, But Needs More Maturity

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Health, Wellness and Fitness | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 14, 2025

**What do you like best about Sage Intacct?**

The ability to increase efficiency and grow our business

**What do you dislike about Sage Intacct?**

Newness of the software. Accounts payable is confusing

**What problems is Sage Intacct solving and how is that benefiting you?**

Creating dashboards help reduce errors and increase visibility

  ### 35. Good ststem

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Manufacturing | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 21, 2025

**What do you like best about Sage Intacct?**

Flexibility in General Ledger to netervthecrntries

**What do you dislike about Sage Intacct?**

AR cash advance deposit and reports. The reports cannot be run with crash job number

**What problems is Sage Intacct solving and how is that benefiting you?**

We record AP AR GL in Sage

**Official Response from Brock Faucette:**

> Hi there, and thanks for your review. If you haven't already, please reach out to your CSM or account manager for assistance with your issue. They should be able to support you in finding a solution.

  ### 36. Easy to use but costly

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** June 23, 2023

**What do you like best about Sage Intacct?**

Still like the customizable reports, one-off billing schedules are easy to adjust  

**What do you dislike about Sage Intacct?**

The way it recognizes deferred revenue is not correct, it posts an entry to deferred revenue when a sales is created not when it is billed. It offsets on the balance sheet eventually but adds more work for your year end clean up.

**What problems is Sage Intacct solving and how is that benefiting you?**

Global consolidation is helpful, the rest is the same as the majority of other ERPs out there.

**Official Response from Gill Symington:**

> Thanks for taking the time to leave a review.

We appreciate your points regarding reporting and pricing and will share with our teams. 

Thanks,

Gill Symington

Sage Global Customer Advocacy Director

  ### 37. Its just alright.

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.)

**Reviewed Date:** January 15, 2025

**What do you like best about Sage Intacct?**

I like how I can pull data from Sage to Excel with ease, your company makes it very easy to do this, and I greatly appreciate how it centers the database around the user. I am a huge fan of doing my data work in Excel, so this makes Sage a very good software.

**What do you dislike about Sage Intacct?**

Nothing in particular stands out about Sage. It is just kind of bland, not excited, and part of the daily humdrum. With the fun exciting interface and designs Salesforce has, it makes things less arduous and maybe you can learn from that.

**What problems is Sage Intacct solving and how is that benefiting you?**

it is doing a good job steamlining storage and assess of my data for the grants my company manages.

**Official Response from Anna  Parker:**

> Thank you for sharing your feedback! We're thrilled to hear that you appreciate how easy it is to pull data from Sage Intacct to Excel. We value your input on the user experience and will take your suggestions into consideration for future enhancements. It's great to hear that Sage Intacct is helping streamline storage and access to data for managing grants. If you have any further suggestions or need assistance, please feel free to reach out. We're here to help!

Anna Parker - Customer Advocacy Executive
 

  ### 38. Lots of features, could improve Sage support

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Human Resources | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 16, 2023

**What do you like best about Sage Intacct?**

Sage has a great deal of features with an incredible amount of modular customization.
I do like the Sage community as it gives several avenues to solve a problem yourself before submitting a ticket.
The contract module for automated revenue recognition is very effective and runs well on it's own when set up.

**What do you dislike about Sage Intacct?**

It is not as user friendly as it could be and there is some reports that should really be pre-loaded instead of making you build them. Specifically there is no P&L report preloaded that allows you to run custom date ranges, instead you only can pick from a dropdown of preset periods.
Software implementations always have issues but I feel it could have been better. It took months after implementation "ended" before I had functioning reports.

**What problems is Sage Intacct solving and how is that benefiting you?**

The updates to evergreen contracts will be helpful for our SAAS products.

**Official Response from Gill Symington:**

> We appreciate your feedback on the features and customization options available in Sage Intacct. We understand that the learning curve may be steep, and we are continuously working to improve user-friendliness and pre-loaded reports. Your input is valuable as we strive to enhance our software and provide a better user experience.

Gill Symington
Sage Global Customer Advocacy Director 

  ### 39. Easy to use and all purchase orders in the one place

**Rating:** 3.0/5.0 stars

**Reviewed by:** Julie E. | PA, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 26, 2025

**What do you like best about Sage Intacct?**

Easy to use and all purchase orders in the one place

**What do you dislike about Sage Intacct?**

Many steps to get a purchase order and converting certain requests

**What problems is Sage Intacct solving and how is that benefiting you?**

Purchase orders

  ### 40. Mixed bag

**Rating:** 3.0/5.0 stars

**Reviewed by:** Odette W. | finance Officer, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 08, 2025

**What do you like best about Sage Intacct?**

I like the fact you can delete journals and that you can edit them

**What do you dislike about Sage Intacct?**

I dont like the fact that you can reverse a reversal

**What problems is Sage Intacct solving and how is that benefiting you?**

to be able to put more than one nominal code in a purchase order

  ### 41. great

**Rating:** 2.5/5.0 stars

**Reviewed by:** Evette A. | controller, Mid-Market (51-1000 emp.)

**Reviewed Date:** December 23, 2024

**What do you like best about Sage Intacct?**

how user friendly it is and how its easy to get support

**What do you dislike about Sage Intacct?**

learning how to audit things is a bit complicated at first

**What problems is Sage Intacct solving and how is that benefiting you?**

Auditing to help me understand how to pull certain reports I want.

**Official Response from Anna  Parker:**

> We're glad to hear that you find Sage Intacct user-friendly and easy to get support. We understand that learning how to audit things can be complicated at first, but we're here to help you every step of the way. If you have any specific questions or need assistance with pulling reports, please don't hesitate to reach out to our support team.

Anna Parker - Customer Advocacy Executive
 

  ### 42. Solid Platform, Some issues

**Rating:** 2.5/5.0 stars

**Reviewed by:** Adam H. | Senior Accounting Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 12, 2024

**What do you like best about Sage Intacct?**

The ability to host multiple different businesses under one parent company and maneuver quickly between them.

**What do you dislike about Sage Intacct?**

Unable to edit manual transactions before they are reconciled.

**What problems is Sage Intacct solving and how is that benefiting you?**

Visibility into reporting and accounting.

**Official Response from Bethany  McDermott:**

> Thank you for your review, Adam! We're glad to hear that you appreciate Sage Intacct's ability to host multiple businesses under one parent company and the ease of maneuvering between them. Your feedback on the inability to edit manual transactions before reconciliation is valuable. It's great to know that Sage Intacct is providing you with visibility into reporting and accounting. Thanks for sharing your experience!

Bethany McDermott - Sage Customer Marketing Manager, Reviews

  ### 43. Very easy to use

**Rating:** 2.5/5.0 stars

**Reviewed by:** Evette A. | Controller, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 12, 2024

**What do you like best about Sage Intacct?**

The tech help page and classes u can take

**What do you dislike about Sage Intacct?**

How it doesn't help with errors easily with no explanation

**What problems is Sage Intacct solving and how is that benefiting you?**

Audit

**Official Response from Bethany  McDermott:**

> Thank you for your review, Evette! We're delighted to hear that you find the tech help page and classes useful. Your feedback on error explanations is valuable, and I'll share with the relevant team. It's great to know that Sage Intacct is helping you with audits. Thanks for sharing your experience!

Bethany McDermott - Sage Customer Marketing Manager, Reviews

  ### 44. A Quick Review

**Rating:** 2.5/5.0 stars

**Reviewed by:** Robert M. | Accounting Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 12, 2024

**What do you like best about Sage Intacct?**

Ease of navigation to different platforms (A/P, A/R, etc.)

**What do you dislike about Sage Intacct?**

The global search is not as helpful as we were hoping

**What problems is Sage Intacct solving and how is that benefiting you?**

We previously had NetSuite and found it was more than we needed, so we are using Intacct now

**Official Response from Bethany  McDermott:**

> Hi Robert, thank you for your review. We're glad to hear that you find the ease of navigation in Sage Intacct helpful for accessing different platforms. Thank you for your feedback about the global search feature, we'll take your input into consideration. 

Thanks,

Bethany McDermott

Sage Customer Marketing Manager - Reviews


  ### 45. NEEDS IMPROVEMENTS FOR PURCHASE LEDGER SIDE

**Rating:** 2.5/5.0 stars

**Reviewed by:** Dovile B. | Accounts Assistant, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 27, 2024

**What do you like best about Sage Intacct?**

It is useful you are allowed to add attachments to invoices. 
Good number of options available to customise your own filters.

**What do you dislike about Sage Intacct?**

Credit allocation when making payments are way to complex and time consuming.
The system is not suitable for contras.

**What problems is Sage Intacct solving and how is that benefiting you?**

Accurate reporting per each depot.

**Official Response from Bethany  McDermott:**

> Hi Dovile, thank you for leaving a review for Sage Intacct. I really appreciate your feedback and will pass it onto the relevant team internally. If there is anything specific we can help you with, please get in touch with your customer success manager or our customer support team. 

Thanks, 
Bethany McDermott, Sage Customer Marketing Manager - Reviews 

  ### 46. Need Training before using Sage Intact

**Rating:** 3.0/5.0 stars

**Reviewed by:** Dean D. | Sales, Automotive, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 19, 2024

**What do you like best about Sage Intacct?**

Able to have more than one branch , IT HAS THE FEATURE to run multiple branches

**What do you dislike about Sage Intacct?**

the discount does not always pull through and some times very slow

**What problems is Sage Intacct solving and how is that benefiting you?**

help with running interbranches

**Official Response from Bethany  McDermott:**

> Hi Dean, thank you for your review. We appreciate your feedback and understand the importance of training before using Sage Intacct. We offer various training resources to help users fully utilize the multiple branch feature and address any issues with discounts and speed. Please reach out to our support team for any assistance! 


Thanks,

Bethany McDermott

Sage Customer Marketing Manager - Reviews


  ### 47. Not as user friendly as Netsuite

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 14, 2025

**What do you like best about Sage Intacct?**

Customizable Dashboard and Lists. Modules are easily accessible.

**What do you dislike about Sage Intacct?**

Search is complicating to understand and navigate.

**What problems is Sage Intacct solving and how is that benefiting you?**

Ability to track Fixed Assets.

  ### 48. Work experience with Sage Intacct

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 04, 2024

**What do you like best about Sage Intacct?**

Sage is incredibly easy to navigate due to the way it is intentionally set out allowing for user customisation.

**What do you dislike about Sage Intacct?**

Due to what level the company purchases you can miss out on key functionality. 

For instance there is no option to duplicate lines when creating orders.

**What problems is Sage Intacct solving and how is that benefiting you?**

Before sage we would be getting paper order forms signed by appropriate staff members but that is now all done electronically.

**Official Response from Bethany  McDermott:**

> Thank you for your kind words! We're delighted to hear that you find Sage Intacct easy to navigate and customizable. We appreciate your feedback on functionality and are always looking to improve. It's great to know that our solution has streamlined your order process. Thanks for choosing Sage Intacct!

Thanks,

Bethany McDermott

Sage Customer Marketing Manager - Reviews

  ### 49. Difficult to navigate

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 18, 2024

**What do you like best about Sage Intacct?**

Once you understand the process it gets easier to use.

**What do you dislike about Sage Intacct?**

Its convuluted product with many layers to reporting.

**What problems is Sage Intacct solving and how is that benefiting you?**

Its maintaining our books and records.

**Official Response from Bethany  McDermott:**

> Hi,

Thank you for your review! We're glad to hear that once you understand the process, Sage Intacct becomes easier to use. It's great to know that it has been effective in maintaining your books and records. We appreciate your feedback on the reporting layers, it really helps us improve.

Thanks, Bethany McDermott - Sage Customer Marketing Manager, Reviews

  ### 50. Not extremely user friendly

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Automotive | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 12, 2024

**What do you like best about Sage Intacct?**

Easily connects accounting needs with Purchase orders

**What do you dislike about Sage Intacct?**

Not really user friendly, and a lot more buttons to push to process PO's.

**What problems is Sage Intacct solving and how is that benefiting you?**

It allows us to have a program to use while we wait on our other system. This benefits me by allowing us to have a program to process purchase orders.

**Official Response from Bethany  McDermott:**

> Thank you for sharing your thoughts. We understand the importance of user-friendly interfaces and are committed to making the system more intuitive for our users. We will take your feedback into consideration as we work on future updates. If you need help with anything in particular please get in touch with our support team who will be happy to help. 

Thanks,

Bethany McDermott

Sage Customer Marketing Manager - Reviews
 


## Sage Intacct Discussions
  - [Sage Intacct Advantage Conference](https://www.g2.com/discussions/32351-sage-intacct-advantage-conference) - 3 comments, 2 upvotes
  - [What is the best way to forecast revenue from different types of revenue streams?](https://www.g2.com/discussions/12481-what-is-the-best-way-to-forecast-revenue-from-different-types-of-revenue-streams) - 3 comments, 2 upvotes
  - [What is Sage Intacct used for?](https://www.g2.com/discussions/what-is-sage-intacct-used-for) - 2 comments, 1 upvote
  - [What is the difference between Sage and Sage intacct?](https://www.g2.com/discussions/what-is-the-difference-between-sage-and-sage-intacct) - 5 comments, 1 upvote
  - [Sage Intacct Shortlisted](https://www.g2.com/discussions/sage-intacct-shortlisted) - 2 comments, 1 upvote

- [View Sage Intacct pricing details and edition comparison](https://www.g2.com/products/sage-intacct/reviews?filters%5Bnps_score%5D%5B%5D=3&section=pricing&secure%5Bexpires_at%5D=2026-08-14+01%3A43%3A05+-0500&secure%5Bsession_id%5D=53341e47-a5c3-4acf-832a-8ae8a66202a5&secure%5Btoken%5D=2acffec6c045c613075fb2a7b90de8423198c5a00b66c2eb3339010c990b581c&format=llm_user)
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  - [Salesforce Headless 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews)
  - [Salesforce Partner Cloud (formerly Salesforce PRM)](https://www.g2.com/products/salesforce-partner-cloud-formerly-salesforce-prm/reviews)
  - [SAP Concur](https://www.g2.com/products/sap-concur/reviews)
  - [SAP ECC](https://www.g2.com/products/sap-ecc/reviews)
  - [Service Fusion](https://www.g2.com/products/service-fusion/reviews)
  - [ServiceTitan](https://www.g2.com/products/servicetitan/reviews)
  - [ServiceTrade](https://www.g2.com/products/servicetrade/reviews)
  - [SharePoint Integration](https://www.g2.com/products/sharepoint-integration/reviews)
  - [Sigma](https://www.g2.com/products/sigma-computing-sigma/reviews)
  - [Snowflake](https://www.g2.com/products/snowflake/reviews)
  - [Solver](https://www.g2.com/products/solver/reviews)
  - [Stampli](https://www.g2.com/products/stampli/reviews)
  - [Superhuman Docs](https://www.g2.com/products/superhuman-docs/reviews)
  - [Synergist](https://www.g2.com/products/synergist/reviews)
  - [Tableau](https://www.g2.com/products/tableau/reviews)
  - [Tesorio](https://www.g2.com/products/tesorio/reviews)
  - [Tipalti](https://www.g2.com/products/tipalti/reviews)
  - [Toast](https://www.g2.com/products/toast/reviews)
  - [TriNet](https://www.g2.com/products/trinet/reviews)
  - [Uptick](https://www.g2.com/products/uptick-g2/reviews)
  - [Velixo](https://www.g2.com/products/velixo/reviews)
  - [Vena](https://www.g2.com/products/vena/reviews)
  - [Vendor Payments by MineralTree](https://www.g2.com/products/vendor-payments-by-mineraltree/reviews)
  - [Versapay](https://www.g2.com/products/versapay/reviews)
  - [Webexpenses](https://www.g2.com/products/signifo-webexpenses/reviews)
  - [WooCommerce](https://www.g2.com/products/woocommerce/reviews)
  - [Workato](https://www.g2.com/products/workato/reviews)
  - [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews)
  - [WorkMax TIME](https://www.g2.com/products/abouttime-technologies-workmax-time/reviews)
  - [Yooz](https://www.g2.com/products/yooz/reviews)
  - [Zahara Software](https://www.g2.com/products/zahara-software/reviews)
  - [Zebra Print](https://www.g2.com/products/zebra-print/reviews)
  - [Zebra WMS](https://www.g2.com/products/zebra-wms/reviews)
  - [Zoho Expense](https://www.g2.com/products/zoho-expense/reviews)

## Sage Intacct Features
**Additional Functionality**
- Audit Trail
- Job Costing
- Project Tracking
- Cash Management
- Project Accounting
- Project Time Tracking
- Equipment Tracking
- Estimating
- Data Import/Export
- Accounts Payable
- Job Tracking
- Activity Dashboard
- Budgeting/Forecasting
- Budget Control
- Accounts Receivable
- Accounting Integration
- Inventory Management
- Quotes/Estimates
- Purchase Order Management
- Mobile Access
- For AEC Industry
- Customizable Reports
- Real-Time Reporting
- Payroll Management
- AI Copilot
- API
- Time & Expense Tracking
- Recurring/Subscription Billing
- Generative AI
- Construction Breakdowns
- Financial Analysis
- Bid Management
- Billing & Invoicing
- General Ledger
- Real-Time Data
- Document Management
- Reporting & Statistics
- Subcontractor Management
- Multiple Projects
- Financial Management
- Timesheet Management
- Communications Management
- Third-Party Integration
- Project Management
- Invoice Management
- Core Accounting
- Cost Management
- Reporting/Analytics

**Additional Functionality**
- Commercial
- Quality Control Management
- Reporting & Statistics
- For AEC Industry
- Timesheet Management
- CRM
- For Residential
- Real-Time Data
- Customizable Reports
- Contractor Management
- Scheduling
- Financial Management
- Inventory Management
- Mobile Access
- Offline Access
- Purchase Order Management
- Supplier Management
- Change Order Management
- API
- Activity Dashboard
- RFI & Submittals
- AI Copilot
- Subcontractor Management
- Status Tracking
- Incident Reporting
- Bid Management
- Permit Management
- Materials Management
- Access Controls/Permissions
- Activity Tracking
- Real-Time Updates
- Collaboration Tools
- Document Management
- Equipment Tracking
- Contract/License Management
- Generative AI
- Task Management
- Third-Party Integrations
- Project Management
- Risk Assessment
- Accounting Integration
- Audit Trail
- Compliance Tracking
- Building Information Model
- Job Costing
- Multiple Projects
- Workflow Management
- Estimating
- Budget Tracking

**Additional Functionality**
- Activity Tracking
- Social Marketing
- Generative AI
- Accounting
- Customizable Reports
- CRM
- Customizable Forms
- Fund Accounting
- Forms Management
- Real-Time Analytics
- Member Database
- Alerts/Notifications
- Communication Management
- Customizable Templates
- Budgeting/Forecasting
- Mobile Access
- Event Scheduling
- Donor Management
- Attendance Management
- Activity Dashboard
- Reporting & Statistics
- Volunteer Management
- Real-Time Reporting
- For Nonprofits
- Recurring/Subscription Billing
- Access Controls/Permissions
- Calendar Management
- Third-Party Integrations
- Customizable Branding
- Registration Management
- Campaign Management
- Event Management
- Document Storage
- API
- Contact Management
- Website Management
- Credit Card Processing
- Membership Management
- Data Import/Export
- Electronic Payments
- Accounting Integration
- Grant Management
- Dues Management
- Committee Management
- AI Copilot
- Fundraising Management
- Customizable Fields

**General Ledger**
- Journal Entries
- Tags / Dimensions
- Audit Trail

**Billing and Payments**
- Payment Terms
- Personalized Billing
- Custom Pricing

**Billing**
- Automation
- Consolidation
- Adjustments

**Revenue Recognition**
- Revenue Types
- Revenue Allocation
- Reclassification
- Compliance
- Scheduling
- Revenue Recognition

**Invoice Management**
- Capture
- Supplier Portal
- Repository

**Accounting**
- AP Automation
- AR Automation
- Audit Trail
- Budgeting / Forecasting
- Collections Automation
- Financial Statements
- Invoice Customization
- Journal Entries
- Monitor Cash Positions
- Multi-Entity / Consolidation
- Payment Processing
- Recognition Rules
- Reconciliations
- Tags / Dimensions
- Payments Scheduling
- Payment Batches
- Payment Settlements 
- Payment Methods
- Business Process Automation
- Sales Automation
- Marketing Automation

**Accounting**
- Chart of Accounts
- AP Automation
- AR Automation
- Journal Entries
- Tags & Dimensions
- Cash Management
- Project Accounting
- Fixed Assets
- Payment Batches
- Payments Scheduling
- Payment Settlements
- Payment Methods
- Inventory Management
- Change Order Management
- Task Management
- Budget Management
- Project Planning/Scheduling
- Resource Scheduling

**Order Management**
- Opportunities
- Order History
- Upsell & Cross-sell
- Renewals

**Reporting**
- Status
- Customer Credit
- History
- Sales Tax Management
- Activity Dashboard
- Customer Statements

**Agentic AI - Accounting & Finance**
- Autonomous Task Execution

**Agentic AI - Project-Based ERP**
- Autonomous Task Execution
- Decision Making

**AI Assistant - Accounting**
- AI Accounting Assistant

**Accounts Receivable**
- Invoice Customization
- AR Automation
- Collections Automation

**Revenue Recognition**
- Usage Tracking
- Deferred Revenue
- Revenue Accrual

**Dunning**
- Collections

**Revenue Performance**
- Customer Performance
- Contract Performance
- Revenue KPIs
- Pricing & Discounting
- Offering
- Dynamic Pricing

**Invoice Processing**
- Matching
- Payments
- Workflows
- Tax Compliance
- Recurring Payments

**Back Office**
- Allocation
- Asset Register
- Maintenance
- Organization Management
- Payroll
- Portfolio Mix
- Purchase Orders
- Requisition
- Shift Scheduling
- Sourcing
- Status
- Time & Attendance Tracking
- Warranty Management
- Inventory Management
- Support Ticket Management
- Calendar Management
- Financial Management
- Client Management
- Workflow Management
- Time Off Management
- Training Management
- Employee Management
- Vendor Management
- Supply Chain Management
- Payroll Management
- Compliance Management
- Document Management
- Communication Management
- Warehouse Management
- Enterprise Asset Management
- Sales Management
- Project Management
- Distribution Management
- Marketing Management
- Resource Scheduling

**Project Management**
- Project Maps
- Baselining / KPIs
- Project Budgeting
- Workflow
- Cost Tracking
- Risk Analysis
- Resource Management
- Time & Expense Tracking
- Multiple Projects
- Approval Workflow

**Products & Plans**
- Packages
- Multi-part Deals
- Plan Changes
- Bundles
- Sales Tax Management
- Alerts/Notifications
- Customizable Reports

**Integrations**
- Accounting
- ERP
- CPM

**Accounts Payable**
- AP Automation
- Payment Processing
- Purchase Orders
- Invoice Processing
- Purchase Order Management
- ACH Payment Processing
- Electronic Payments
- Electronic Payments
- Credit Card Processing

**Revenue Optimization**
- At-Risk Customers
- Offer Optimization
- Customer Churn
- Revenue Forecasting

**Performance**
- Packages
- Discounts
- Plan Changes

**Revenue Optimization **
- Forecasting
- Promotion Programs
- Pricing Optimization
- Re-evaluation
- Demand Forecasting

**Analytics**
- Due Dates
- KPIs

**Front Office**
- ATP
- Checkout Process
- Configuration Rules
- Contact & Account Management
- Customer Portal
- Field Service Booking
- Field Service Dispatch
- Product & Price List Management
- Product Catalog
- Promotions and Discounts
- Quote & Order Management
- Returns / Refunds
- Storefront Design Tools
- Territory & Quota Management
- Tickets
- Visual Configuration
- HR Management
- Task Management
- Customizable Fields
- Purchase Order Management

**Sales & Marketing**
- Customer Master
- Order History
- Credit Limits
- Pricing & Discounts
- Proposals

**Pricing**
- Standard Price
- Discounts

**Transactions**
- Credits
- Invoices
- Partial Payments

**Integration**
- ERP and Accounting
- Sales and Marketing
- Quote-to-Cash
- APIs
- Accrual Accounting

**Integration**
- Accounting
- Payment Integration
- ERP
- ERP integration

**Integration**
- Breadth of Partner Applications
- Data Import and Export Tools
- Integration APIs
- Productivity Tools
- Real-Time Data
- Collaboration Tools
- Data Analysis Tools

**HR**
- Payroll
- Workforce Management
- Time & Attendance

**Reporting**
- Dimensions
- Deferred Revenue
- Revenue Recognition

**Revenue Management**
- Automation
- Consolidation
- Adjustments
- Billing Types
- Recurring/Subscription Billing

**Workflows**
- Approvals
- Bank Reconciliation

**Additional Functionality**
- Productivity Tools
- Point of Sale (POS)
- Revenue Management
- Cash Flow Management
- Multiple Data Sources
- Recommendations
- Alerts/Notifications
- Billing Rate Management
- KPI Monitoring
- Inventory Control
- Billing & Invoicing
- Inventory Management
- Self Service Portal
- Behavior Tracking
- Status Tracking
- Generative AI
- Drag & Drop
- Booking Management
- Multi-Channel Management
- Financial Management
- Electronic Payments
- Performance Metrics
- Promotions Management
- Price/Margin Management
- Real-Time Updates
- Trend Analysis
- For Airlines
- Visual Analytics
- Purchasing & Receiving
- Reporting/Analytics
- Multi-Currency
- Order Management
- Sales Reports
- Financial Analysis
- Quotes/Estimates
- Third-Party Integration
- For Hospitality Industry
- Competitive Analysis
- Dashboard
- Historical Trend Analysis
- Discount Management
- Inventory Tracking
- Customer Management
- Yield Management
- Compliance Management
- Invoice Management
- AI Copilot
- Recurring/Subscription Billing
- User Management
- Price and Cost Calculations
- Financial Reporting
- Contract/License Management
- Customizable Rules
- Transaction Monitoring
- Cost Tracking
- Workflow Management
- Transaction History
- Activity Dashboard
- Expense Tracking

**Other Functionality**
- Inventory Tracking / Ordering
- Inventory Pricing and Costing
- Inventory Reporting
- Multi-Entity / Consolidation
- Recognition Rules
- Reconciliations
- Payroll
- Time and Expense
- Cost Tracking
- Time Tracking
- Status Tracking
- Budget Tracking

**Logistics**
- Centralized Inventory Database
- In Transit
- Inventory Forecasting
- Inventory Pricing and Costing
- Inventory Reporting
- Inventory Tracking / Ordering
- Picking Methods
- Picking Planning
- Receiving
- Shipping Options
- Manufacturing Planning

**Procurement**
- Requisitions
- Purchase Orders
- Subcontractor Management
- Project Procurement
- Supplier Management
- Purchase Order Management
- Bid Management

**Integration**
- Payments
- Accounting
- CRM & Sales

**Agentic AI - Subscription Billing**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Third-Party Integrations
- Accounting Integration

**Agentic AI - Accounts Receivable Automation**
- Autonomous Task Execution

**Additional Functionality**
- For Telecommunications Industry
- Reporting & Statistics
- Customer History
- Activity Dashboard
- Alerts/Notifications
- Service Provisioning
- Multi-Currency
- Self Service Portal
- Pre-Paid Service
- Product Catalog
- Generative AI
- Configurable Workflow
- Payment Processing
- Call Data Records(CDR)
- API
- Flexible Rate Tables
- Audit Trail
- Customer Accounts
- CRM
- AI Copilot
- For Internet Service Providers (ISP)
- Post-Paid Service
- ACH Payment Processing
- Data Import/Export
- Real-Time Analytics
- Client Portal
- Email Reminders
- Customizable Branding
- Mobile Access
- Tax Calculation
- Bank Reconciliation
- Transaction History
- Contact Database
- Credit Card Processing
- Customizable Fields
- Real-Time Data
- Invoice Processing
- PCI Compliance
- Multiple Payment Options

**Reporting & Analytics**
- Financial Statements
- Custom Reporting
- Budgeting / Forecasting
- Dashboards
- Financial Reporting
- Activity Dashboard

**Platform**
- Customization
- Internationalization
- Output Document Generation
- Performance and Reliability
- User, Role, and Access Management
- Workflow Capability
- Mobile Access

**Content Management**
- Document Management
- Collaboration
- Taxonomy
- Contract Creation
- Subcontracts
- Costs
- Procurement Management

**Agentic AI - Subscription Management**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Decision Making
- Accounting Integration
- Third-Party Integrations
- Multi-Language

**AI - Accounts Receivable**
- Generative
- Responses
- Predictive Analytics

**Additional Functionality**
- Billing & Invoicing
- Data Visualization
- Customizable Fields
- Revenue Recognition
- Cancellation Management
- Real-Time Data
- Search/Filter
- Summary Reports
- Contact Database
- CRM
- Customer Profiles
- Generative AI
- Client Portal
- API
- Customer Database
- Access Controls/Permissions
- Tax Management
- ACH Payment Processing
- Usage Tracking/Analytics
- Data Import/Export
- Product Catalog
- Discount Management
- Revenue Management
- Invoice Management
- Reporting & Statistics
- Customizable Branding
- Billing Rate Management
- Customizable Templates
- AI Copilot
- Real-Time Analytics
- Multi-Currency
- Invoice Processing
- Self Service Portal
- Subscription Plan Management
- Order Management
- Customer Accounts
- Activity Dashboard
- Real-Time Reporting
- Credit Card Processing
- Reminders
- Dunning Management
- Subscription Management
- Enrollments/Onboarding

**Additional Functionality**
- Reporting & Statistics
- Customizable Reports
- Generative AI
- Expense Tracking
- Data Import/Export
- Real-Time Data
- User Management
- ACH Payment Processing
- Invoice Processing
- Billing & Invoicing
- Alerts/Notifications
- AI Copilot
- Contact Database
- Aging Tracking
- Purchase Order Management
- Audit Trail
- Discount Management
- General Ledger
- Document Management
- Receivables Ledger
- Recurring/Subscription Billing
- Multi-Currency
- Workflow Management
- Credit Card Processing
- Task Management
- Customizable Templates
- Forecasting
- Cash Flow Management
- Self Service Portal
- Reminders
- Check Processing
- Receipt Management
- Overpayment Processing
- Financial Management
- Third-Party Integrations
- Payment Collection
- Approval Process Control
- API
- Profit/Loss Statement

**Platform**
- Customization
- Workflow Capability
- User, Role, and Access Management
- Internationalization
- Performance and Reliability
- Output Document Generation
- Mobile Access

**Production**
- BOM
- Defects
- Identify Demand
- Inspections
- Manage Resources
- MPS
- MRP
- Production Plans
- Rework
- Shop Floor
- Waste
- WIP

**Analytics**
- Earned Value
- Project Optimization
- ROI and Forecasting

**Integration**
- Data Import and Export Tools
- Integration APIs
- Breadth of Partner Applications
- Collaboration Tools
- Third-Party Integrations
- Accounting Integration
- Third-Party Integrations

**Reporting & Analytics**
- Custom Reporting
- Dashboards
- Integration
- Activity Dashboard

**Generative AI**
- AI Text Generation
- AI Text Summarization
- Generative AI

**Additional Functionality**
- Gantt/Timeline View
- AI Copilot
- Collaboration Tools
- Revenue Recognition
- File Sharing
- Data Import/Export
- Mobile Access
- Project Costing
- Multi-Currency
- Reporting/Analytics
- Activity Dashboard
- Quotes/Estimates
- Billing & Invoicing
- Bill of Materials

**Cash Flow**
- Track Cash Flow
- Income and Expenses
- File Exports

**Generative AI**
- AI Text Generation
- AI Text Summarization
- Generative AI

**Budgeting & Forecasting**
- Budgeting / Forecasting
- Data Import
- Versioning
- Historical Data

**Agentic AI - ERP Systems**
- Decision Making

**Additional Functionality**
- Data Import/Export
- Reminders
- AI Copilot
- Performance Metrics
- Accounting
- Billing & Invoicing
- Point of Sale (POS)
- Quotes/Estimates
- Customizable Templates
- Reporting & Statistics
- Customizable Branding
- Drag & Drop
- Access Controls/Permissions
- CRM
- Integrated Business Operations
- Multi-Location
- Bills of Material
- Reporting/Analytics
- Customizable Reports
- Visual Analytics
- Business Intelligence

**Revenue**
- Revenue Types
- Revenue Allocation
- Scheduling

**Payroll**
- Direct Deposit
- Tax Calculation
- Reporting and Dashboards

**Risk**
- Analysis
- Identification
- Scoring

**AI**
- Data Extraction
- Invoice Processing
- Expense Management
- Fraud Detection
- Tax Compliance
- Support Chatbots
- Bank Reconciliations
- Report Generation
- Customizable Alerts
- Predictive Analytics
- Receipt Management
- Workflow Management
- Payroll Management
- Sales Tax Management
- Audit Management
- Tax Management
- Fixed Asset Management
- Reporting/Analytics
- Order Management
- Sales Order Management
- Cash Flow Management
- Cash Management
- Real-Time Data
- Vendor Management
- Credit Card Processing
- Financial Consolidation & Close Management
- Transaction Management

**Recovery**
- Recoup
- Reporting

**Mobile Applications - Accounting**
- Cloud Integration
- Notifications
- UI
- Offline
- Expense Tracking
- Invoice Management
- Compliance Management
- Inventory Tracking
- Inventory Management
- Financial Management
- Activity Tracking
- Document Management
- Compliance Tracking
- Notes Management

**Audit**
- Filters
- Post Audits
- Overpayments
- Duplicates

**Agentic AI - Accounting**
- Autonomous Task Execution

**Additional Functionality**
- Real-Time Data
- Purchasing & Receiving
- Budgeting/Forecasting
- Generative AI
- Receipt Management
- Financial Reporting
- Partnership Accounting
- General Ledger
- Invoice Management
- Compliance Management
- Collaboration Tools
- Third-Party Integrations
- Recurring Giving
- CRM
- Customizable Reports
- Donation Tracking
- Customizable Templates
- Expense Tracking
- Accounts Receivable
- Check Printing
- Inventory Tracking
- Cash Management
- Chart of Accounts
- Payroll Management
- Financial Analysis
- Revenue Recognition
- API
- Real-Time Reporting
- Bank Reconciliation
- Fund Management
- Multi-Currency
- Grant Management
- Activity Dashboard
- Financial Management
- Accounts Payable
- AI Copilot
- Billing & Invoicing
- Fixed Asset Management
- Reporting & Statistics
- Donor Management
- Income & Balance Sheet
- Mobile Access
- Tax Management
- Activity Tracking
- Workflow Management
- Fund Accounting
- Profit/Loss Statement
- Time & Expense Tracking
- Recurring/Subscription Billing
- Project Accounting
- Sales Tax Management
- Contact Management
- Accounting
- For Nonprofits
- Accounting Integration

**Additional Functionality**
- Multi-Location
- Generative AI
- Accounts Payable
- Fund Accounting
- Quotes/Estimates
- Approval Process Control
- AI Copilot
- Chart of Accounts
- Project Accounting
- Encryption
- Accounts Receivable
- Recurring/Subscription Billing
- Billing & Invoicing
- Reminders
- Multi-Currency
- Access Controls/Permissions
- Income & Balance Sheet
- Data Security
- General Ledger
- Currency Conversion
- Customizable Templates
- Accounting
- Estimating
- Reporting & Statistics
- Financial Analysis
- Transaction History
- Expense Claims
- Document Storage
- SSL Security
- Categorization/Grouping
- Automatic Billing
- Purchasing & Receiving
- Customer Database
- For Distributors
- Bills of Material
- Financial Data Protection
- Inventory Control
- AI/Machine Learning
- Mobile App
- Client Portal
- For CPA Firms
- Remote Access/Control
- Cash Flow Analysis
- Performance Metrics
- Multi-Company
- For Small Businesses

**Fraud**
- Vendor Checks
- Data Generation
- Monitoring

**Agentic AI - AP Automation**
- Autonomous Task Execution
- Proactive Assistance
- Decision Making

**Additional Functionality**
- Data Import/Export
- Invoice Management
- Online Banking
- 1099 Preparation
- Generative AI
- Receipt Management
- AI Copilot
- Fraud Detection
- Duplicate Payment Alert
- Document Management
- Compliance Management
- Inventory Management
- Check Writing
- Mobile Access
- Audit Trail
- Reporting/Analytics
- Multi-Currency
- Status Tracking
- Activity Dashboard
- Cash Management
- Alerts/Notifications
- Billing & Invoicing
- Vendor Management
- Anomaly Detection
- API
- ACH Payment Processing
- Invoice Processing
- Aging Tracking
- Supplier Management
- General Ledger
- Expense Tracking
- Bank Reconciliation
- Workflow Management
- Customizable Reports
- Approval Process Control
- Electronic Funds Transfer
- Purchase Order Reconciliation
- Financial Management
- Workflow Automation

## Top Sage Intacct Alternatives
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