---
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: 4434
  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:** 4,434
## 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. Sage Intacct offers various features, is easy to navigate, and is reliable.

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** April 26, 2023

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

I love that it  is so user friendly and there are many ways of getting to the same place. Reports are easy to set up and save a lot of time.

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

I can't think of anything I don't find helpful about Sage Intacct.

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

It provides easy ways to analyze financial data and download financial statements. I am more productive due to these features.

  ### 2. Great reporting

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** August 19, 2024

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

Great reporting options, simple interface, greta for all levels.

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

User training is very generic, can take time to convert to your way of working.

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

Reporting

**Official Response from Bethany  McDermott:**

> Thank you for your positive feedback on our reporting options and interface. We understand the challenges with user training and are continuously working to enhance our training materials to better meet the needs of our users.

I would like to invite you to join our customer advocacy program to connect more on your experience. Plus, you can access exclusive events, content and unlock Sage rewards.

Please use this link: https://na.sagechampions.com/join/IntacctNAG2Reply to join!

Thanks,

Bethany McDermott

Sage Customer Marketing Manager - Reviews


  ### 3. Honest review

**Rating:** 4.0/5.0 stars

**Reviewed by:** Neha K. | Senior Executive, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 11, 2024

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

Automation, real-time visibility , scalability

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

Complexity , customization,  integration

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

Inefficient financial management

**Official Response from Bethany  McDermott:**

> Hi Neha, thank you for taking the time to share your thoughts. We're pleased to hear that you find value in the automation, real-time visibility, and scalability of Sage Intacct. We acknowledge your concerns about complexity, customization, and integration, and we're dedicated to making improvements in these areas. 

I would like to invite you to join our customer advocacy program to connect more on your experience. Plus, you can access exclusive events, content and unlock Sage rewards.

Please use this link: https://na.sagechampions.com/join/IntacctNAG2Reply to join!

Thanks,

Bethany McDermott

Sage Customer Marketing Manager - Reviews

  ### 4. number of features and easy of use

**Rating:** 4.0/5.0 stars

**Reviewed by:** Yan K. | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 13, 2024

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

intercompany JV charge out really easy, cost will pick up automatically by opposite entity, whcih is saving lots time.

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

I am still learning how to use sage intacct.

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

Intercompany charge out, the cost will pickup by opposite entity, really saving time.
And also reporting.

**Official Response from Bethany  McDermott:**

> Hello Yan, 

Thank you for your feedback. It's great to hear that the intercompany charge out feature is saving you time.

We're here to help you with any learning curve as you continue to explore and utilize Sage Intacct's capabilities.

I would like to invite you to join our customer advocacy program to connect more on your experience. Plus, you can access exclusive events, content and unlock Sage rewards.

Please use this link: https://en.sagechampions.com/join/G2IntacctUKI to join! 

Thanks, 
Bethany McDermott 

Sage Customer Marketing Manager - Reviews



  ### 5. Powerful tool for accounting and reporting

**Rating:** 3.5/5.0 stars

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

**Reviewed Date:** May 15, 2024

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

Ability to modify financial reports easily and powerful consolidation module. Integrations with many add-ons available on marketplace.

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

Theres more room to improve inventory module.

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

Consolidations ease and flexiblity in  financial reports

**Official Response from Bethany  McDermott:**

> Hi Kinnari, 

Thank you for taking the time to leave a review. 

We're thrilled to hear that Sage Intacct has made consolidations and financial reporting easier for you. Your feedback on the inventory module is valuable, and we're continuously working to enhance all aspects of our platform.

Thanks, 

Bethany McDermott

Sage Customer Marketing Manager - Reviews

  ### 6. Switched

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** September 11, 2024

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

I like the fact that Sage is straightforward and easy to use. Sage also has so many free educational videos with hands-on training.

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

I do not like that Sage is not as "smart" as NetSuite.

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

We are simplifing the accounting software and making our systems more automated.

**Official Response from Bethany  McDermott:**

> We're glad to hear that you find Sage Intacct straightforward and easy to use. Our free educational videos are designed to provide hands-on training to help you make the most of our software. We understand that different users have varying preferences, and we appreciate your input on areas where you feel Sage Intacct could improve.

I would like to invite you to join our customer advocacy program to connect more on your experience. Plus, you can access exclusive events, content and unlock Sage rewards.

Please use this link: https://na.sagechampions.com/join/IntacctNAG2Reply to join!

Thanks,

Bethany McDermott

Sage Customer Marketing Manager - Reviews

  ### 7. I like Sage

**Rating:** 4.0/5.0 stars

**Reviewed by:** Olga M. | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 29, 2024

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

I like that I can do accounting for multiple entities
I like Dimentions and hiw can I use them in reports

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

There are some technical moments, which on my opinion can be improved:
1. separare logos for separate entities in reports and emails
2. schedule for recurring transactions  - you don't have an option "weekdays", only days (all calendars day). So I start mondays from deleting recurring transactions which were created during the weekend
2. I wish you have the optin to create transactions from bank feeds with multiple accounts. As for now I can use only one row /one account

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

Combining multiple entities

**Official Response from Gill Symington:**

> Olga, thank you for sharing your feedback with us. We're glad to hear that you find Sage Intacct helpful for managing accounting for multiple entities and utilizing dimensions in reports. We appreciate your suggestions for improvement and will share them with our product team for consideration.

I would like to invite you / your co-workers to join Sage Champions, our customer advocacy program - please copy this link:

https://na.sagechampions.com/join/IntacctNAG2Reply

Gill Symington

Sage Global Customer Advocacy Director

  ### 8. Excellent System - Easy To Use

**Rating:** 3.5/5.0 stars

**Reviewed by:** Caomhan R. | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 23, 2024

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

Lots of features that you aren't able to obtain on other platforms. Very easy to use. Great that you can attach manual invoices to the system. Great tutorials.

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

The user interface could be clearer, potentially easier to navigate.

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

Automation

**Official Response from Bethany  McDermott:**

> Hi Caomhan, 

Thank you for your feedback. 

We're thrilled to hear that you find Sage Intacct easy to use and appreciate the features and tutorials. We understand your feedback about the user interface and will pass this onto our development team. 

Thanks, 
Bethany McDermott 

Sage Customer Marketing Manager - Reviews


  ### 9. Easy to use , time efficient.

**Rating:** 3.5/5.0 stars

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

**Reviewed Date:** April 16, 2024

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

Easy to use
Good customer support
Plenty of Features
More Efficient,less network problems

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

The program saves memory and adds it to my next invoice for example the product line which takes me time to change.
The program doesn't allow us to see our daily sales which is important to us as we are partially commision based.

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

The overall program allows you to do more in less time
Less interruptions while working
Program is more efficient with data

**Official Response from Bethany  McDermott:**

> Thank you for sharing your feedback on Sage Intacct! 

We're thrilled to hear that you find the platform easy to use and efficient. We understand your concerns about memory saving and the inability to view daily sales. Our team is constantly working on improvements, and I will make sure to pass along your feedback for consideration.

Thanks, 
Bethany McDermott 

Sage Customer Marketing Manager - Reviews






  ### 10. Sage intacct one year on

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** October 11, 2023

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

We really like the procurement to pay elements of sage intacct and use it for project accounting in a really positive way. The system is visual and user friendly and has saved time and effort for the finance team. Banks feed and reconciliation processes are really tight and efficient and allow us to monitor things regulary.

We really like the document management features and no longer have paper copies of any documents.

Implementation was delilvered by PWC to timeline and to budget.

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

Some modules are expensive. For example we have a simple fixed asset register but werre not able to use the system for this as the module was not cost effective. In a similar way we do not use the salesforce integration tool.

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

More efficient processing of financial transactions. Better document management.

**Official Response from Gill Symington:**

> We're thrilled to hear that you are enjoying the procurement to pay elements and project accounting features of Sage Intacct. It's great to know that the system has been visually appealing and user-friendly for your finance team, saving time and effort. We appreciate your feedback on the modules, and we'll take it into consideration for future improvements.

  ### 11. Good reporting

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** August 19, 2024

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

Great customer support and easy to use help and support search makes it easy to navigate having a new system.
Lots of reports available.

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

Customer account view can be confusing when trying to differentiate paid and unpaid invoices.

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

showing up to date bank receipts and easily matching them to invoices saves time

**Official Response from Bethany  McDermott:**

> Thank you for your positive feedback about our customer support and the ease of navigation with our help and support search feature. We understand your concerns about the customer account view and will take that into account for future enhancements. It's great to hear that Sage Intacct is helping you save time by easily matching bank receipts to invoices.

I would like to invite you to join our customer advocacy program to connect more on your experience. Plus, you can access exclusive events, content and unlock Sage rewards.

Please use this link: https://na.sagechampions.com/join/IntacctNAG2Reply to join!

Thanks,

Bethany McDermott

Sage Customer Marketing Manager - Reviews


  ### 12. all features in one screen for routine process.

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** August 12, 2024

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

cloud based, easy to navigate and advance process

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

difficult to understand the User screen. lot of options of no daily use

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

mostly in project reporting i see a number of features and dimensions from which we can generate the report for decision making.
using sage with market place application is easy to integrate

**Official Response from Bethany  McDermott:**

> Hi, thank you for leaving us a review! 

It's great to hear that Sage Intacct is helping you with project reporting and providing valuable features for decision making. 

I would like to invite you to join our customer advocacy program to connect more on your experience. Plus, you can access exclusive events, content and unlock Sage rewards. 

Please use this link: https://na.sagechampions.com/join/IntacctNAG2Reply to join! 

Thanks, Bethany McDermott, Sage Customer Marketing Manager - Reviews

  ### 13. Intacct Review

**Rating:** 3.5/5.0 stars

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

**Reviewed Date:** June 28, 2024

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

Automations - eg. connections to bank portals
API - connections to other systems eg. Concur & SaltBox

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

Additional fees for additional modules, should be a fixed price for all

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

Ease of intergration to other systems

**Official Response from Bethany  McDermott:**

> It's great to hear that Sage Intacct is providing ease of integration to other systems for you. We appreciate your feedback about the pricing model and will take it into consideration for future enhancements.

Thanks,

Bethany McDermott

Sage Customer Marketing Manager - Reviews

  ### 14. Intacct is a fantastic accounting software!

**Rating:** 4.0/5.0 stars

**Reviewed by:** Jonathan S. | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 22, 2024

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

Sage Intacct allows us to manage most things financial for organization with one software.

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

While we enjoy the ability to crate customer reports, a few templated most freqnetly used would be helpful. Also, we had issues with CSI vendor payment processing and are moving back to former third party.

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

Allows us visiblity and reporting for multiple entities in one location.

  ### 15. A wonderful experience of accounting and book keeping

**Rating:** 4.0/5.0 stars

**Reviewed by:** Mukund I. | Assistant Manager, Enterprise (> 1000 emp.)

**Reviewed Date:** July 27, 2023

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

We have come across some wonderful features about Sage Intacct -

- Data gets updated without much manual interference and most of the time data will be accurate

- We can generate some reports which help us analyse the data and come to necessary conclusion

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

There are very minute things we think can be improved -

- Once the invoice status turns to "Paid" - we cant make any changes. In case the payment/credit memo is applied incorrectly, we cant edit the same. All we have to do is VOID the payment, which will again generate multiple entries.

- If we can make it more user friendly, it would be great. Many times, we would have a report which is very useful, but we would not know by its name.

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

- Data gets updated without much manual interference and most of the time data will be accurate

- We can generate some reports which help us analyse the data and come to necessary conclusion

**Official Response from Gill Symington:**

> Thank you for taking time to leave  review of your Sage Intacct usage.

I would like to invite you to join Sage Champions, our customer advocacy program - please copy this link:

https://na.sagechampions.com/join/IntacctNAG2Reply

Gill Symington

Sage Global Customer Advocacy Director

  ### 16. Intuitive and easy to use

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** July 02, 2024

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

Intuitive, easy to use, good interface, easy to create and update reports.

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

More clicks to view nominal activity than Sage 50.

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

Giving more automation and efficiency.

**Official Response from Bethany  McDermott:**

> Hi, 

Thank you for your review. 

It's great to hear that Sage Intacct is providing automation and efficiency for your business. We're committed to continuously enhancing our platform to meet the evolving needs of our users.

I would like to invite you to join our customer advocacy program to connect more on your experience. Plus, you can access exclusive events, content and unlock Sage rewards.

Please use this link: https://na.sagechampions.com/join/IntacctNAG2Reply to join!

Thanks,

Bethany McDermott

Sage Customer Marketing Manager - Reviews

  ### 17. Great Accounting Software!

**Rating:** 4.0/5.0 stars

**Reviewed by:** Danielle S. | Enterprise (> 1000 emp.)

**Reviewed Date:** September 11, 2023

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

It's simple and easy to use! 
If you are looking for a step up from Quickbooks for your business, Sage Intacct should be on your list of software options to look into.  It's online based so your staff will have the option to work remotely/hybrid and not be forced to come into the office to use a desktop based software.  It has attachment capabilities which makes it easier at the end of year audit time.

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

Reporting and drilling into the details of a transaction are a struggle in this software.  If you are looking in a GL and want to see specific details related to a transaction, be prepared to spend time and effort digging for what you want.

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

Tracking the finances for the company and providing reports to the executive management team

  ### 18. The best among the rest

**Rating:** 3.5/5.0 stars

**Reviewed by:** Somya B. | Enterprise (> 1000 emp.)

**Reviewed Date:** September 11, 2023

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

It performs all the financial analysis and includes a number of reports at the top level and entity level as well. We can reclassify the financial transaction in a simple way through General Ledger.

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

The configuration is quite complicated to be used sometimes. The audit log doesn't give the correct information. The credit memo if applied one time cannot be reversed with creates a little difficulty in working.

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

Our organization works in multiple levels and multiple currencies and with the help of Sage Intacct we do the work very perfectly which makes the working very smooth and it helps us to work with the other applications and tools also.The reporting is very easy and it generates the correct reports which helps us to work in a better environment.

  ### 19. Good comprehensive accounting system

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** May 30, 2024

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

Much more user-friendly than MIP, easy to implement (particularly switching from MIP), cloud capabilities, robust support database

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

Need to go through a third-party for implementation, integration with third-party applications is sketchy

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

Making bank reconciliations easier (saves hours every month)

**Official Response from Bethany  McDermott:**

> Hello, 

We appreciate your feedback on Sage Intacct. It's great to hear that the system has been beneficial in making bank reconciliations easier for you, resulting in time savings. We understand the challenges with third-party implementation and integration and addressing these areas to provide a more comprehensive solution for your accounting needs.

I would like to invite you to join our customer advocacy program to connect more on your experience. Plus, you can access exclusive events, content and unlock Sage rewards.

Please use this link: https://na.sagechampions.com/join/IntacctNAG2Reply to join!

Thanks,

Bethany McDermott

Sage Customer Marketing Manager - Reviews

  ### 20. Thrilling and Exciting to Use

**Rating:** 3.5/5.0 stars

**Reviewed by:** Zuriel O. | Accounts Assistant: Accounts Payable, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 02, 2024

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

Esay navigation and the learning materials. Ease of integration.

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

The learning materials aren't very detailed

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

Easy adjustment of transactions

**Official Response from Bethany  McDermott:**

> Hi Zuriel, 

We're thrilled to hear that you find Sage Intacct easy to navigate and integrate. We value your feedback about the learning materials and pass this onto the relevant team. Thank you for sharing how Sage Intacct has made transactions easier to adjust.

Thanks,

Bethany McDermott

Sage Customer Marketing Manager - Reviews 



  ### 21. Top-tier tool for achieving financial precision in budgeting and planning

**Rating:** 4.0/5.0 stars

**Reviewed by:** Gerald I. | Senior data analyst , Information Technology and Services, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 26, 2023

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

Sage Intacct's real-time access to financial data is one of its most noteworthy features. Because we can quickly obtain current financial information, this has been essential when making important decisions. The software offers a great platform for developing financial controls and guaranteeing adherence to accounting rules.Customer service from Sage Intacct has been prompt in responding and providing valuable answers. Our team has benefited greatly from their expertise and desire to help.

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

While most of the complex capabilities of the software are easy to use, mastering them has taken some effort.For busy professionals who must access financial data on the go, expanding the features of the mobile app would be advantageous.It might be advantageous to offer more adaptable price structures or packages that are designed for various business sizes.

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

Having real-time access to financial data has given us the ability to act quickly on data-driven decisions, improving financial results. Our finance operations have changed substantially as a result of Sage Intacct. Our financial processes' manual and time-consuming nature is one of the key issues it has resolved. We have significantly decreased the time spent on data input and reconciliations because of Sage Intacct's automation capabilities, allowing us to concentrate on more critical financial responsibilities.

  ### 22. Easy Interface

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** February 27, 2024

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

Easy to learn. I love the help topics. :)

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

I would like someone to chat with when I am unable to correct. I have had to reach out to support and typically hear back relativly quickly.

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

I am not aware of any.

  ### 23. Feature rich software

**Rating:** 4.0/5.0 stars

**Reviewed by:** Joshua E. | Beverage Division Management, Mid-Market (51-1000 emp.)

**Reviewed Date:** September 05, 2023

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

Sage Intacct is used for our billing, recieiving and inventory. The software is feature rich and has many options that allow us to generate reports that help with the day to day running of our departments

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

Some of the biggest issues that we have with Sage are not fully Intaccts issues but instead they are issues with the integration with our service software.  The biggest Issue that I have with Intacct is that sometimes it is not intuitive to find what you are looking for or to generate the proper report without a struggle

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

Sage has helped us to streamline our AR and AP processes.  We also have been able to control our inventory not only in the warehouse but in our service vehilce as well

  ### 24. My experience with Sage Intacct has been good thus far, but there is much more for me to learn.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Bianca S. | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 29, 2024

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

The amount of capabilities and functionalities is large and wide.

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

There are a lot of services and capabilities that I cannot access as the Senior Accountant unless I am assigned the specific permission ans as I'm doing new work or tasks it become a hassle to have my manager fix my access and permissions.

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

I joined my company approximately four months ago and it seems to be helping consolidating our data and increaase our reporting capabilities.

**Official Response from Gill Symington:**

> Thank you for sharing your positive experience with Sage Intacct's capabilities. We apologize for the inconvenience you've faced with accessing certain services and capabilities. We recommend reaching out to your manager or our support team to address the permission issues you are encountering.

I would like to invite you / your co-workers to join Sage Champions, our customer advocacy program - please copy this link:

https://na.sagechampions.com/join/IntacctNAG2Reply

Gill Symington

Sage Global Customer Advocacy Director

  ### 25. Presenation of the product

**Rating:** 4.0/5.0 stars

**Reviewed by:** Judit U. | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 28, 2024

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

That is communicate with a lot other ERP systems. The implamantation and transisition to get data to Sage should be more seamless and more accurarate.

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

I love the upbeat energetic presentation unfortunately is not enough of those. most are very monotone and boring. The product is great and deserves a proper representation. Make it more entaractive and more fun.

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

I love the Copilot cant wait for that to be implemented in my company

  ### 26. Sage has been very helpful in organizing our financials

**Rating:** 4.0/5.0 stars

**Reviewed by:** Ben C. | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 27, 2024

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

Organization & the attention to detail the website offers.  We were able to quickly create & run reports based on our dimensions created which was very helpful

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

Every once in awhile we come across certain aspects that seem to be a little rigid.  We would think there is a better way, but sometimes we are confirmed with the idea that there currently is not.

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

It is helping us get away from excel spreadsheets.

  ### 27. My experience in sage intacct

**Rating:** 4.0/5.0 stars

**Reviewed by:** Likhith K. | Accountant_APVM, Enterprise (> 1000 emp.)

**Reviewed Date:** September 14, 2023

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

Sage Intacct is an ERP System. we are using this application for processing multi-currency bills and PO bills this  is helpful for us to process the same while it reduces time.

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

If we made any partial payment it will show as fully paid when we sync the same with another software and navigation can be improved and it will be more helpful for users.

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

When we were using a different ERP application we had many issues with that but we started using Sage Intacct and because of which all the issues are sorted out.

**Official Response from Gill Symington:**

> Thank you for sharing your experience with Sage Intacct. We're glad to hear that the application has been helpful in processing multi-currency bills and PO bills, reducing time for your team. We appreciate your feedback on the partial payment and navigation issues, and we will definitely consider these for future improvements.

I would like to invite you to join Sage Champions, our customer advocacy program - please copy this link:
https://na.sagechampions.com/join/IntacctNAG2Reply

Gill Symington

Sage Global Customer Advocacy Director

  ### 28. Great product

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** April 23, 2024

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

lots of different features under the same workspace.

good and indepth training programmes available

easy to use and quick to access various applications

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

layout of the main home screen - could just need to adjustment my favourites etc while using

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

automation of bank / statements

**Official Response from Bethany  McDermott:**

> We're glad to hear that you're enjoying the different features and training programs available with Sage Intacct. We appreciate your feedback about the layout of the main home screen and will take it into consideration for future improvements.

I would like to invite you to join our customer advocacy program to connect more on your experience. Plus, you can access exclusive events, content and unlock Sage rewards.

Please use this link: https://na.sagechampions.com/join/IntacctNAG2Reply to join! 

Thanks, 
Bethany McDermott 

Sage Customer Marketing Manager - Reviews



  ### 29. Sage Intacct

**Rating:** 4.0/5.0 stars

**Reviewed by:** Arjun P. | Tax Experience Associates, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 25, 2024

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

It is very useful for large organization for record large volume of transaction with minimum time.

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

When the any transaction is recorded wrongly  then itis not allow to delete transaction.

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

It is very useful for record large volume of transaction at minimum time.

**Official Response from Bethany  McDermott:**

> Thank you Arjun for sharing your positive experience with using Sage Intacct. If you need any assistance with transactions please contact our support team. 

I would like to invite you to join our customer advocacy program to connect more on your experience. Plus, you can access exclusive events, content and unlock Sage rewards.

Please use this link: https://na.sagechampions.com/join/IntacctNAG2Reply to join! 

Thanks, 
Bethany McDermott 

Sage Customer Marketing Manager - Reviews




  ### 30. Reliable Accounting Software

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** August 10, 2023

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

Sage Intacct is a mutli-faceted platform that has allowed our start up company to navigate through the challenges of a start up without the additional hassle from external factors. Sage is incredibly userfriendly, there are many optimization tools/resources available to you - highly recommend.

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

The asset module in Sage is a bit clunky and outdated in my opinion. Trying to locate a specific asset in the module itself is a bit tricky, and even the exported version is a bit hard to follow.

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

Sage allows lots of customization within the platform, which allows our team to process industry specific reports. The integration between Sage and our other platforms is also very smooth.

  ### 31. Avid User of Intacct

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** May 14, 2024

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

The reporting function is easy to use and I like the ability to build custom reports.

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

The aesthetic looks a bit outdated and could be updated.

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

Maintaining all of our various entity information.

**Official Response from Bethany  McDermott:**

> Hi, 

Thank you for your review. It's great to hear that Sage Intacct is helping you maintain your various entity information. We aim to provide solutions that benefit our customers' needs.

I would like to invite you to join our customer advocacy program and connect more on your experience of Sage Intacct. Please use this link: https://na.sagechampions.com/join/IntacctNAG2Reply

Thanks, 
Bethany McDermott 

Sage Customer Marketing Manager - Reviews


  ### 32. Excellent financial capabilities; underwhelming ancillary modules

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** September 15, 2023

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

Intacct's General Ledger module is highly efficient for inputting and managing journal entries (the best I've personally used in my 20+ year accounting career).

Interface is clean and consistent across all modules (with the exception of the Collections module).

Database schema is easy to follow.

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

Invoice management is spread across multiple modules and needs to be made more lean.  The Accounts Receivable and Order Entry modules both hold the same invoice and offer different capabilities, which sounds good in theory (more options is rarely bad), but unfortunately it creates too many opportunities for information to appear in one module but not the other.  A favored reporting option may only be available under one module and not the other, leading to data integrity issues.

If you're thinking of using the Contracts module for managing your SaaS customers, one word - DON'T.  It does not aggregate subscription information within the UI, forcing the reader to look elsewhere for information they should be able read at the source.  You also have to jump over way too many hurdles to place restrictions on date ranges for any subscription changes.  The module is simply not built for the modern subscription model; it harkens back to a time when perpetual licenses and maintenance agreements were common.

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

We have consistent information in the general journal, bank reconciliations are clean each month, and expenses are easy to locate and track.  This has given us improved insight over our spending.

While the Contracts module does not ultimately work well for our company, we do appreciate the level of detail that is available.  This has put us along the path to knowing exactly what we want from a billing system.

**Official Response from Gill Symington:**

> Thank you for sharing your detailed feedback on Sage Intacct. We're glad to hear that the General Ledger module has been highly efficient for managing journal entries and that the interface is clean and consistent. We understand your concerns about the spread of invoice management across multiple modules and the limitations of the Contracts module. Your insights will be valuable as we continue to improve our product.

I would like to invite you to join Sage Champions, our customer advocacy program - please copy this link:
https://na.sagechampions.com/join/IntacctNAG2Reply

Gill Symington
Sage Global Customer Advocacy Director 

  ### 33. Great system for reporting, dashboards and navigating.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Bhavika R. | Management Accountant, Mid-Market (51-1000 emp.)

**Reviewed Date:** September 19, 2023

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

We have good amount of custom fields to be able to make this useful for our business. We have been able to create great reporting off the back of the basic reports. The dashboard function is great and we are currently exploring this to deploy out to non finance user

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

We are struggling at the moment to allocate payments from one business unit to another, and more complex payments i.e. refunds and overpayments.
For reporting we are struggling to make a management pack

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

Statistical reporting is much better than our previous system. Customisation of reporting and creating meaningful reporting via dimensions is something we havent been able to do before.

**Official Response from Gill Symington:**

> We appreciate your feedback on the strengths of Sage Intacct, particularly the custom fields, reporting, and dashboard functions. We understand the difficulties you're experiencing with payment allocation and complex payments, as well as the challenges in creating a management pack. Our team is committed to helping you overcome these obstacles and make the most of the system's capabilities.

I would like to invite you to join Sage Champions, our customer advocacy program - please copy this link:
https://na.sagechampions.com/join/IntacctNAG2Reply

Gill Symington
Sage Global Customer Advocacy Director 

  ### 34. Transitioning from Quickbooks to Sage Intacct.

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** September 12, 2023

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

Sage Intacct allows me to work remotely when sick or on vacation. I can easily and quickly open each company. Sage allows us to run a treasury report for all of our bank accounts when Quickbooks only showed individual bank balances.  Transfers are now a one step process for booking the entry using the inter company mapping capability.

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

When you setup an entity you are no longer able to edit the ID or GL account which has caused major confusion and problems. We no longer have the ability to print out deposit slips using Sage and thus have to manually hand write deposit slips. Check image formatting is very limited. You cannot edit the font size or move the memo line. This causes us problems when trying to deposit a check. When you make a mistake in Sage you cannot edit some items and thus only have the option of reversing an invoice, etc and completely starting over.

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

Sage Intacct helps my company quickly run reports that Quickbooks did not offer. Some examples include vendor reports - invoices paid by all entities vs a single entity, max treasury list, etc.

  ### 35. Sage Intacct

**Rating:** 4.0/5.0 stars

**Reviewed by:** Kristina G. | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 14, 2024

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

Intacct is user friendly with a lot of options

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

I would say that there are not many issues

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

It handles all my journal entries -banking -ap and ar

**Official Response from Bethany  McDermott:**

> Hi Kristina, 

We're glad to hear that you find Sage Intacct user-friendly with a lot of options. Thank you for sharing your positive experience!

I would like to invite you to join our customer advocacy program and connect more on your experience of Sage Intacct. Please use this link: https://na.sagechampions.com/join/IntacctNAG2Reply

Thanks, 
Bethany McDermott 

Sage Customer Marketing Manager 




  ### 36. Sage Intacct Review

**Rating:** 4.0/5.0 stars

**Reviewed by:** Nizhoni B. | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 27, 2024

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

I love the grant reporting and tracking.

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

At the moment, our organization is still learning to really navigate the system, but the standard reports don't work for program reporting for some of our grants.

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

At the moment, Sage is helping us with our custom reporting. This will make it easier for us to give updates and reports to our grant managers.

  ### 37. robust product

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Hospitality | Enterprise (> 1000 emp.)

**Reviewed Date:** February 29, 2024

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

I like the flexibility to do more than just general ledger reporting.  Still learning all it can do and am excited to do more reporting from the system to get rid of manual processes

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

Was surprised at the large price increase at renewal.  We've only been live for 6 months at renewal time and would have appreciated a credit for the time it took to implement and definitely cannot have every year increase as much as year 1 increased.  We had to pull some of the licenses to be able to afford to keep Intacct.

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

Automating reporting

  ### 38. Sage Intact Review

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** April 22, 2024

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

Bank Rules really useful
Customer support been helpful

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

Reporting can be tricky to set up
Can be difficult to find the right report for analysis

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

Bank feeds providing more automation thus saving time

**Official Response from Bethany  McDermott:**

> Thank you for your feedback! 

We're pleased to hear that our bank rules and customer support have been beneficial for you. We acknowledge the challenges with reporting and are committed to enhancing this feature to make it more user-friendly. Your input is greatly appreciated.

I would like to invite you to join our customer advocacy program to connect more on your experience. Plus, you can access exclusive events, content and unlock Sage rewards.

Please use this link: https://en.sagechampions.com/join/G2IntacctUKI to join! 

Thanks, 
Bethany McDermott 

Sage Customer Marketing Manager - Reviews


  ### 39. Best Accounting Software

**Rating:** 4.0/5.0 stars

**Reviewed by:** Suraj B. | Enterprise (> 1000 emp.)

**Reviewed Date:** September 22, 2023

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

Sage Intacct is one of the best accounting software on which we can easily process and download files in different formats from anywhere in the world. Further, we can view the audit trails for each activity at the transactional level for audit purposes.

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

Sage Intacct is very useful software for accounting people. However, it should be faster processing because accounting persons use the learning curve while continuously working with the software. Then the software needs to be faster in processing.

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

Sage Intacct helps us to manage our huge amount of accounting data and present the report accordingly.

**Official Response from Gill Symington:**

> Thank you for your positive feedback on Sage Intacct! We're glad to hear that you find our software easy to use and appreciate the ability to process and download files in different formats from anywhere in the world. We also understand the importance of audit trails for accounting purposes and are pleased that you find this feature beneficial.

We appreciate your feedback regarding the speed of processing. We understand that efficiency is crucial, especially when working with large amounts of data. We continuously strive to improve our software's performance and will take your feedback into consideration for future updates.

I would like to invite you to join Sage Champions, our customer advocacy program - please copy this link:
https://na.sagechampions.com/join/IntacctNAG2Reply

Gill Symington
Sage Global Customer Advocacy Director 

  ### 40. Intuitive and Easy to Use

**Rating:** 4.0/5.0 stars

**Reviewed by:** Josh H. | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 11, 2023

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

It was very easy to learn and simplified many of our reconciliation and AP/AR processes. The importing function was great for large entries. Reports are clean and easy to analyze periodic results.

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

We had difficulties with consistent bank transaction connections. Also, I wish you could copy/paste from an Excel table into a journal entry. If an AP transaction was accidentally entered for a future date, we could not edit it. Also, in the bank reconciliation process, if you have two or more GL entries that match against two or more bank transactions, you can't reconcile them against eachother.

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

Sage Intacct simplified the AP approval process and added controls to ensure accurate billing. Also, we were able to acquire additional companies with ease and were able to maintain the same finance head count.

  ### 41. Great modern accounting software solution

**Rating:** 4.0/5.0 stars

**Reviewed by:** Stephanie V. | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 28, 2024

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

I like that it is cloud based and has the latest technology.

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

Impossible to make some needed changes. Specifically our EE ID's were uploaded incorrectly during implementation. It has been a huge pain point for us and Sage has been unhelpful in finding a solution.

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

Sage is adding efficiency to our bank recon process.

  ### 42. Highly accessible with Limited Integration Issues

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Enterprise (> 1000 emp.)

**Reviewed Date:** February 29, 2024

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

Easily accessible customer service support. Fast product. Adaptable reporting for multi-entity consolidation

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

Some controls have restrictions that do not align with my companies existing processes. AP Automation requires the audit trail feature to be shutoff, but it is required for HIPAA compliance. GL Outlier detection requires journal entry approval configuration which is an unnecessary step for our company to enact.

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

We had an inflexible GL system prior to Sage Intacct that required lots of manual excel reports for multi-entity consolidation. With Sage, the flexibility is built into our custom financial reports.

**Official Response from Gill Symington:**

> Thank you for sharing your experience with Sage Intacct. We're thrilled to hear that you find our customer service support easily accessible and the product fast and adaptable for multi-entity consolidation reporting. We understand your concerns about certain restrictions not aligning with your company's processes. Our team is dedicated to addressing such issues and ensuring a seamless experience for our users. We appreciate your feedback on the AP Automation and GL Outlier detection features and will look into possible improvements.

I would like to invite you to join Sage Champions, our customer advocacy program - please copy this link:

https://na.sagechampions.com/join/IntacctNAG2Reply

Gill Symington

Sage Global Customer Advocacy Director

  ### 43. Great experience and integration with ServiceTitan

**Rating:** 4.0/5.0 stars

**Reviewed by:** Henry D. | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 12, 2023

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

The integration with ServiceTitan is great and has helped us automate our journal entry process and saved us loads and loads of time. The reconciliation process and its checks and balances has been helpful as well.

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

It has been great so far but sometimes there are weird instances that happen without explanation. For example a few of our sales credit memos just stay in the pending state when they have already posted to the gl so they should be closed.

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

We previously had a legacy sage product where true visibility into our monthly financials was pretty difficult. Now with the drilldown feature and custom reports we are able to get the desired visibility.

  ### 44. Usability with ease

**Rating:** 3.5/5.0 stars

**Reviewed by:** Audrey M. | Operations Admin, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 29, 2024

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

The ability to quickly get you informtion in easy to use forms is highly valuable for our operations.

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

The newness does come with some delays in allowing us to opperate as fluidly as we would like in the program.

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

All team members will be able to access our project accounting with ease.

  ### 45. Easy to learn-not the best for complicated entity structures

**Rating:** 4.0/5.0 stars

**Reviewed by:** Andrea H. | Mid-Market (51-1000 emp.)

**Reviewed Date:** June 12, 2023

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

Very easy to learn for new users-seems intuitive. Lots of good reports. I like the ability to create custom views and export to Microsoft Excel. Good audit trail.

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

Doesn't work as well for complicated entity structures. We are stuck with some less helpful entity structures that we couldn't change in the system. Apparently, it is not possible to change these past the initial setup. We also were not able to set up the consolidation module due to the initial setup.

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

Complicated accounting for multiple locations and projects. Good audit trail to see who is responsible for specific entries. Good report-pulling capabilities. The downside is that pulling the report for all entities' trial balance YTD takes a really long time and we have not been able to implement the consolidation module that is available through Intacct due to the initial setup several years ago.

  ### 46. Sage Intacct seems to be useful for our growing company.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Diane H. | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 11, 2023

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

Sage Intacct is helpful for our growing company so we can keep track of all our bills and income.  The vendor aging and customer aging reports for each of our subsidiaries are wonderful.  This helps with our weekly cash report for the managers.  Switching between companies for the reporting is great.  Sage also is helpful when it is audit season, because we can pull up any invoices and the back ups as needed.

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

Sage Intacct seems geared towards bigger companies and is expensive.  We are lucky that we are able to use it as a small company.  It is confusing to learn at first and it is time consuming when any mistakes are made.  Fixing mistakes is not self explanatory and if you don't know what you're doing, then it gets tricky.

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

Sage Intacct makes integration of our different accounting departments possible.  It also is great that each manager can go on and approve bills in one spot.  It also makes it possible to see the big picture in time for our subsidiaries.

  ### 47. Vice President of Finance

**Rating:** 4.0/5.0 stars

**Reviewed by:** Alexis C. | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 27, 2024

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

i like the import function for posting transactions from our third party software

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

inter-entity transactional process, whereby posting at top level does not create a receivable innvoice or payable bill in the opposite entity even though it is  mapped

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

we recently implemented Sage Intacct and do not have specific problems

  ### 48. Modern system which has massively improved our reporting

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** March 14, 2024

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

The dimensions are a massive upgarde over sage 50 - We are able to report on multiple dimensions using one chart of accounts.

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

Bank feeds need work - Not as intuitive as other solutions such as Xero

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

Departmental and service line reporting

**Official Response from Gill Symington:**

> We're glad to hear that you find Sage Intacct quick and reliable. We appreciate your feedback about the lack of certain features and live back end view. We are constantly working to improve our platform and will take your comments into consideration for future updates.

I would like to connect with you by inviting you to join our customer advocacy program:

https://na.sagechampions.com/join/IntacctNAG2Reply

Gill Symington
Global Customer Advocacy Director 

  ### 49. My experience has been very positive.

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** February 28, 2024

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

We have recently implemented Bank feeds to make the bank rec faster!

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

Updating in so many different places in order to make 1 single change. It's easy to miss all the places that the change needs to be made.

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

Creating rules to do automatic JEs for bank rec

  ### 50. Manager

**Rating:** 4.0/5.0 stars

**Reviewed by:** Courtney C. | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 11, 2023

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

Sage intacct has been easy to navigate and approve invoices.  My main  role is to look at puchase orders and compare to the invoice for approval.  If something does not look right, it is easy to deny with reasoning.

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

There have been a few instances where I go to approve an invoice and an error code pops up.  I am still unsre why this is happening and hope to have an easier time with batch approvals.

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

Sage intact has made it possible to see all invoices in one common area.  It also allows for easy approval of multiple different vendors.  Finance team is able to run data easily.


## 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=4&page=10&section=pricing&secure%5Bexpires_at%5D=2026-08-14+15%3A55%3A07+-0500&secure%5Bsession_id%5D=cc38063d-3b44-488e-ab89-ebcb890fbe45&secure%5Btoken%5D=a92896fc673303e3427c4a26fb38cdf58a48cb68199b482aa9996289bae7eb36&format=llm_user)
## Sage Intacct Integrations
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  - [APS](https://www.g2.com/products/aps-aps/reviews)
  - [Avalara](https://www.g2.com/products/avalara/reviews)
  - [Avid](https://www.g2.com/products/avid/reviews)
  - [AvidXchange](https://www.g2.com/products/avidxchange/reviews)
  - [AXIS](https://www.g2.com/products/moody-s-analytics-axis/reviews)
  - [BILL AP/AR](https://www.g2.com/products/bill-ap-ar/reviews)
  - [BILL Spend &amp; Expense (Formerly Divvy)](https://www.g2.com/products/bill-spend-expense-formerly-divvy/reviews)
  - [BlackLine Financial Close Management](https://www.g2.com/products/blackline-blackline-financial-close-management/reviews)
  - [Brex](https://www.g2.com/products/brex/reviews)
  - [briq](https://www.g2.com/products/briq-briq/reviews)
  - [BriteCore](https://www.g2.com/products/britecore/reviews)
  - [BuildOps](https://www.g2.com/products/buildops/reviews)
  - [Chargebee](https://www.g2.com/products/chargebee/reviews)
  - [Cherry](https://www.g2.com/products/cherry-cherry/reviews)
  - [Claude](https://www.g2.com/products/claude-2025-12-11/reviews)
  - [ConnectBooster](https://www.g2.com/products/connectbooster/reviews)
  - [ConnectWise Automate](https://www.g2.com/products/connectwise-automate/reviews)
  - [Coupa](https://www.g2.com/products/coupa-software-coupa/reviews)
  - [Cube](https://www.g2.com/products/cube-2025-12-17/reviews)
  - [Deluxe Payment Exchange](https://www.g2.com/products/deluxe-payment-exchange/reviews)
  - [Domo](https://www.g2.com/products/domo/reviews)
  - [DonorDirect Studio Enterprise](https://www.g2.com/products/donordirect-studio-enterprise/reviews)
  - [EAS Expense Allocation System](https://www.g2.com/products/eas-expense-allocation-system/reviews)
  - [Emburse Expense Professional (formerly Certify Expense)](https://www.g2.com/products/emburse-expense-professional-formerly-certify-expense/reviews)
  - [Emburse Nexonia](https://www.g2.com/products/emburse-nexonia/reviews)
  - [Emburse Spend (formerly Abacus)](https://www.g2.com/products/emburse-spend-formerly-abacus/reviews)
  - [Envi](https://www.g2.com/products/envi/reviews)
  - [Expensify](https://www.g2.com/products/expensify/reviews)
  - [FieldRoutes, a ServiceTitan company](https://www.g2.com/products/fieldroutes-a-servicetitan-company/reviews)
  - [hh2](https://www.g2.com/products/hh2/reviews)
  - [Insights](https://www.g2.com/products/insights-formerly-opaconnect-ae-insights/reviews)
  - [Invoice2go from BILL](https://www.g2.com/products/invoice2go-from-bill/reviews)
  - [Jira](https://www.g2.com/products/jira/reviews)
  - [Kantata Professional Services Automation (formerly Mavenlink+ Kimble)](https://www.g2.com/products/kantata-professional-services-automation-formerly-mavenlink-kimble/reviews)
  - [Kissflow](https://www.g2.com/products/kissflow/reviews)
  - [Limelight](https://www.g2.com/products/limelight-2022-12-19/reviews)
  - [LiSA](https://www.g2.com/products/lisa-lisa/reviews)
  - [Lucanet](https://www.g2.com/products/lucanet/reviews)
  - [MarginEdge](https://www.g2.com/products/marginedge/reviews)
  - [MarketMan](https://www.g2.com/products/marketman/reviews)
  - [Martus](https://www.g2.com/products/martus/reviews)
  - [Matrix42 FastViewer](https://www.g2.com/products/matrix42-fastviewer/reviews)
  - [mCase](https://www.g2.com/products/mcase/reviews)
  - [MHC Software](https://www.g2.com/products/mhc-software/reviews)
  - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews)
  - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews)
  - [MineralTree](https://www.g2.com/products/mineraltree/reviews)
  - [Mode](https://www.g2.com/products/mode-mode/reviews)
  - [Namely](https://www.g2.com/products/namely/reviews)
  - [No-IP Remote Access](https://www.g2.com/products/no-ip-remote-access/reviews)
  - [Orderwise](https://www.g2.com/products/orderwise/reviews)
  - [Ottimate](https://www.g2.com/products/ottimate/reviews)
  - [PaperLess](https://www.g2.com/products/paperless-software-paperless/reviews)
  - [Paychex](https://www.g2.com/products/paychex/reviews)
  - [Paycom](https://www.g2.com/products/paycom/reviews)
  - [Paylocity](https://www.g2.com/products/paylocity/reviews)
  - [Payworks](https://www.g2.com/products/payworks/reviews)
  - [Payworks](https://www.g2.com/products/payworks-inc-payworks/reviews)
  - [Pigment](https://www.g2.com/products/pigment-2024-01-19/reviews)
  - [Planful](https://www.g2.com/products/planful/reviews)
  - [Plotbox](https://www.g2.com/products/plotbox/reviews)
  - [Procim](https://www.g2.com/products/procim/reviews)
  - [Procore](https://www.g2.com/products/procore/reviews)
  - [Prophix Software](https://www.g2.com/products/prophix-software/reviews)
  - [Push Operations](https://www.g2.com/products/push-operations/reviews)
  - [Qlik Data Integration Platform](https://www.g2.com/products/qlik-data-integration-platform/reviews)
  - [Quadient](https://www.g2.com/products/quadient-quadient/reviews)
  - [Quadient Accounts Payable](https://www.g2.com/products/quadient-accounts-payable/reviews)
  - [Quickbase](https://www.g2.com/products/quickbase/reviews)
  - [QuickBooks Desktop Pro](https://www.g2.com/products/quickbooks-desktop-pro/reviews)
  - [Ramp](https://www.g2.com/products/ramp-financial-ramp/reviews)
  - [Re-Leased](https://www.g2.com/products/re-leased/reviews)
  - [Rippling](https://www.g2.com/products/rippling/reviews)
  - [RSM Microsoft Dynamics AX for Food and Beverage](https://www.g2.com/products/rsm-microsoft-dynamics-ax-for-food-and-beverage/reviews)
  - [Sage 300 People](https://www.g2.com/products/sage-300-people/reviews)
  - [Sage Expense Management](https://www.g2.com/products/sage-expense-management/reviews)
  - [Sage HR](https://www.g2.com/products/sage-hr/reviews)
  - [Salesforce Agentforce](https://www.g2.com/products/salesforce-agentforce/reviews)
  - [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

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