---
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. Genuine review

**Rating:** 5.0/5.0 stars

**Reviewed by:** Samruddi M. | accounting specialist, Enterprise (> 1000 emp.)

**Reviewed Date:** October 16, 2023

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

Finance Intelligence Agent (AI-powered finance assistant)
Sage is expanding beyond simple automation into AI agents that can answer finance questions in natural language through Sage Copilot. Instead of building reports manually, finance teams can ask questions and get actionable insights directly from their data. This is one of the more interesting steps toward "autonomous finance."
Close Automation and Close Workspace
Month-end close remains a major pain point for finance organizations. Sage has been investing heavily in automated close management, including Close Workspace, Close Assistant, reconciliation assistance, and variance analysis. These tools provide visibility into bottlenecks and help shorten close cycles.
AI-Powered Reconciliation and Variance Analysis
Automated subledger reconciliation and AI-driven variance detection can reduce a significant amount of manual review work. Rather than simply flagging differences, the system helps users drill into causes faster.
Advanced Ownership Consolidation
For organizations with complex ownership structures, the new Equity Method functionality for consolidation is a meaningful enhancement. It automates accounting for partial ownership and multi-level entities, which historically required a lot of spreadsheet work.
Cash Flow Prediction Roadmap
Sage's roadmap includes predictive cash forecasting and payment optimization based on historical customer payment behavior. For CFOs and controllers, this could become one of the highest-value AI features if execution matches the vision.
AP Automation Becoming More End-to-End
The platform is increasingly automating invoice matching, purchasing workflows, classification, approvals, and payments. Rather than treating AP automation as a separate add-on process, Sage appears to be integrating it throughout the procure-to-pay lifecycle.
AI Trust Label
One feature that doesn't get as much attention is Sage's AI Trust Label. It gives customers visibility into how AI features use data, handle compliance, and manage bias and accuracy. As AI becomes more embedded in financial systems, transparency features like this will likely become increasingly important.

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

1. More Flexible User Experience

While Sage Intacct is powerful, some users find the interface less intuitive than newer SaaS applications. Common requests include:

Fewer clicks for common tasks
More customizable dashboards
Better navigation between related records
Improved mobile experience for approvals and reporting
2. Native Planning and Forecasting

Many organizations still rely on separate planning tools for:

Budgeting
Forecasting
Scenario modeling
Workforce planning

A more deeply integrated, enterprise-grade planning experience inside Sage Intacct could reduce dependence on external tools and spreadsheets.

3. Stronger AI Explainability

Sage is investing heavily in AI, but finance teams need confidence in automated recommendations. Improvements could include:

Clear explanations of why an AI suggestion was made
Confidence scores
Audit trails for AI-generated outputs
Better visibility into data sources used by AI agents

This is particularly important for auditors, controllers, and CFOs.

4. Easier Multi-Entity and Global Operations

Intacct handles multi-entity accounting well, but large international organizations sometimes want:

More advanced intercompany automation
Broader localization support
More country-specific tax capabilities
Simplified global consolidations

This is an area where larger ERP suites sometimes have an advantage.

5. Reporting Flexibility

The dimensional reporting model is one of Intacct's strengths, but users occasionally ask for:

More self-service analytics
Easier report design
Richer visualizations
More drag-and-drop reporting capabilities
Simpler ad hoc analysis for non-finance users
6. Workflow Automation Across Departments

Finance workflows are increasingly connected to procurement, HR, CRM, and operations systems.

Opportunities include:

More no-code workflow automation
Easier cross-system orchestration
Better exception handling
More AI-driven process recommendations
7. Faster Implementations for Mid-Sized Companies

Compared with basic accounting software, Intacct implementations can require significant setup and consulting.

Potential improvements:

Industry-specific templates
Guided configuration
Automated chart-of-accounts setup
AI-assisted implementation recommendations
8. More Embedded Operational Analytics

Finance teams increasingly want answers such as:

Which customers are becoming less profitable?
Which projects are at risk?
Which vendors are causing cash flow issues?

Moving beyond financial reporting toward operational intelligence could create significant value.

9. Ecosystem Simplification

Intacct has a strong partner ecosystem, but customers sometimes need multiple third-party products for:

Expense management
Revenue recognition enhancements
Planning
Procurement
Advanced analytics

Reducing the number of required add-ons could improve the overall customer experience.

10. Continuous Accounting Vision

One area where the industry is heading is "continuous accounting":

Transactions classified automatically
Reconciliations running continuously
Variances identified in real time
Month-end close becoming almost invisible

Sage has started moving in this direction with recent AI and close-management features, but there is still substantial opportunity to push further.

Overall, if I had to prioritize three areas with the biggest potential impact, they would be:

AI explainability and trust,
More powerful planning/forecasting capabilities,
Simpler and more modern user experience.

Those improvements would benefit both finance teams and business users while helping Sage Intacct compete more effectively against platforms like Oracle NetSuite, Microsoft Dynamics 365 Finance, and Workday Financial Management.

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

Sage Intacct helps us to solve accounting issues and records the accounting information of clients. It presents the data in a simple and understandable way. Very easy to operate. User friendly. Not many complications in using the application. It saves time in preparing reports. The application itself prepares reports as we enter the data. There is not much complication in navigation for extracting reports.

**Official Response from Gill Symington:**

> Thank you for your review Samruddi. We're pleased to hear that Sage Intacct is user-friendly and saves you time in preparing reports. We understand your frustrations with sync issues and the time it takes to open closed books for edit requests. Your feedback will be shared with our team to make necessary improvements.

I am pleased 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 

  ### 2. Just switched to Sage, here's what we love and what we dont..

**Rating:** 4.5/5.0 stars

**Reviewed by:** Ailama F. | Senior Accountant, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 22, 2024

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

Automation has been a big upgrade for our accounting close. Prior to having Sage we had many manual processes that needed to be done but now with Sage, it's effortless and a lot of time has been saved by improving our workflow.

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

We were able to get AP processing to work which initially took a few months to get the ball rolling.. however, once this was all set up, we've seen accuracy and speed improvement in processing AP.

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

It's automating a lot of manual processes that we use to spend a lot of manual time one for example, bank reconciliations. We're benefiting from this with having more time to focus on reports and analyzing the data rather than insuring the data is correct.

**Official Response from Bethany  McDermott:**

> Hi Ailama, 

Thank you for sharing your experience with Sage Intacct. We appreciate your positive feedback on the integration capabilities. We apologize for any inconvenience you've experienced with AP processing and are looking to make improvements in this area. Your input helps us to prioritize our efforts for a better user experience.

Thanks,

Bethany McDermott

Sage Customer Marketing Manager - Reviews


  ### 3. Flexible, Easy Accounting with Global Reach

**Rating:** 4.5/5.0 stars

**Reviewed by:** Rahul S. | Assistant Financial Controller, Mid-Market (51-1000 emp.)

**Reviewed Date:** March 10, 2025

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

I like that Sage Intacct is web-based and can be used anytime from anywhere without the need to log into a proper server. It's very easy to use, flexible, and runs smoothly with minimal requirements, which is great for my team. The software really simplifies the process of accounting and reporting, and setting up reporting is very easy and very useful for creating customized reports and dashboards. It also supports multi-currency, which is a huge help for my global team, allowing them to work effectively across the globe.

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

We have a long list of intercompany setups, and it doesn't work effectively for us. Also, when updates are brought into the system, it sometimes takes many hours, like three to four hours, which hampers productivity for our team working in India and other offshore areas. So, this time-taking activity creates issues for us sometimes.

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

I use Sage Intacct for accounting and reporting. It simplifies processes, supports multi-currency, and is easy to use with minimal coaching. Its web-based nature allows global access without a server. The reporting setup is straightforward, helping with customized reports and dashboards.

  ### 4. My time using Sage Intacct

**Rating:** 4.5/5.0 stars

**Reviewed by:** Colton O. | Senior Project Coordinator, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 25, 2023

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

I like the responsiveness of each screen and the ease of creating new entries in the modules that I use.  Competitor's products are much slower and bloated compared to this.

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

Sage is great, but it is lacking some features on certain menus.   Although it is very responsive, some intuitive features like time checking are missing from certain screens, causing excess clicks.

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

It is helping us with better time tracking and reporting against current projects.  It allows for better management and insight as projects progress.  We also use it to connect the accounting side to the PM side.

  ### 5. Great for Multi-Entity Management, But Transaction Handling Needs Improvement

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** November 03, 2025

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

One of the standout features of Sage is its ability to let you set up multiple entities within the same system, and then generate reports for each one individually. Many other accounting software options don't offer the flexibility to manage multiple entities in a single platform.

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

What I find frustrating about Sage is how it handles transactions, particularly in accounts payable and receivable. The system lacks flexibility in these areas and often feels quite restrictive. For instance, if you need to unallocate a payment, you have to reverse the entire payment and then re-enter it, which is far from ideal.

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

Sage Intacct lets me manage multiple entities within a single system, which is extremely convenient. I can generate reports for just one entity or for several at once, all without having to switch platforms. With other systems, I would have to set up separate accounts for each entity and then manually compile the data myself, but Sage Intacct streamlines this entire process for me.

  ### 6. Avoid Sage Intacct

**Rating:** 0.5/5.0 stars

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

**Reviewed Date:** March 11, 2025

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

There are very few user friendly aspects of Intacct, the ability to consolidate multiple financials quickly is something they do well.

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

1. You never know what's not going to work next. Every month Sage has a new issue when trying to produce AIA style billings.
2. They claim there is one standard cost code for all jobs, this is beyond a lie. Every single job in the system has its own set of cost codes that you have to manage. We have around 400 actual cost codes but have to manage over 800,000 thanks to how they have this set up. 
3. The GL interface is extremely clunky and slow for user input. They don't allow you to copy the job or the entity down so you have to input on every transaction line. Their default setting doesn't work unless ever line item is going to the same project because every job has it's own set of cost codes.
4. Researching in Intacct is slow and difficult, if you've used Sage 100 in the past this will be a huge down grade
5. The Interactive Custom Reports are a joke. Who designs a report tool that you cannot display what information was pulled in the report? What job is this, what time period, any cost codes excluded? You'll never know once you hit print.
6. Naming conventions are not consistent; there is no consistency between the names used on the Object list and what is used in the Custom reports which makes trying to build out your own reports difficult. Which is a major issue as the system comes with no stock reports.

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

Causes lots of problems, doesn't really solve any.

  ### 7. Private Equity Fund Accounting Director

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** May 03, 2023

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

Intacct is becoming more versatile and functional. Allocations and Modules are consistently being updated and improved.

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

Having multiple pages open at once would be extremely helpful. More keyboard shortcuts would make my job easier. Alt+ Arrow keys is nice but not that many instances where you can be solely on the keyboard and use Enter.

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

Sage Intact is solving the issue of manual work involving legacy workpapers.  Once we're fully operational, it will reduce labor hours significantly.  They've recently expanded the scope of the software to become more useful to our team.

  ### 8. Solid day-to-day accounting system for real estate accounting

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** February 25, 2026

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

We moved from QuickBooks to Sage Intacct and the biggest improvement is how clean and structured everything feels. The layout is intuitive, and it’s easier to keep records consistent across AP, AR, cash, and GL, especially when you’re working across multiple entities/properties. I like that transactions are easier to trace (audit trail is clearer), and reporting doesn’t feel like an afterthought.

The modules we use most including AP, AR, cash management, and reporting are straightforward and generally match how an accounting team actually works day-to-day. Import tools and bank-related workflows also save time compared to what we were doing before. And being able to build customized reports (or tweak existing ones) is a big plus because real estate reporting is never “one-size-fits-all.”

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

Some functions feel overly permission-dependent, which can slow you down. For example, with cash transfers, we’ve run into situations where you can’t edit a transfer once it’s created unless you have top-level authority, so the only practical option is to reverse and redo it. That works, but it adds extra steps and creates noise that we then need to explain internally.

Also, certain more advanced use cases aren’t as intuitive without training. Consolidations are the main one, Intacct is clearly capable, but it’s not something you can just “figure out” as a team without consistent setup and some structured guidance. Same for project budget management, it can work, but it’s not immediately obvious how to set it up in a way that’s simple for everyone to maintain. If you don’t invest in training and standard processes, different people end up using workarounds, and you lose some of the benefit of having a system like this.

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

As a mid-sized real estate firm, our biggest challenge is keeping accounting organized across multiple properties/entities while still closing efficiently. Sage Intacct helps us standardize how transactions are entered, coded, and reviewed, which reduces clean-up work at month-end. It’s easier to track what happened, who did it, and why, so reconciliations and review are much smoother compared to QuickBooks.

It’s also helped with visibility. We can pull consistent reports without re-building spreadsheets from scratch every time, and customized reporting makes it easier to get to property-level detail when we need it (and roll it up when we don’t). AP/AR workflows are clearer, cash activity is easier to follow, and having everything in one place improves handoffs within the team. Overall, it’s made our financial records more reliable and easier to explain, both internally and when working with external parties like lenders or auditors.

  ### 9. Intacct is more indepth for accounting software

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** April 20, 2023

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

There isn't anything nee on sage intact that ive learned so far that cause my attention.

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

Posting entries within entities against other entities. Which it's was more automated instead of having to manually update both companies information one by one.

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

Customizing reports is a bit harder but that fact that you can customize the entire report and move accounts as needed has help greatly.

  ### 10. Organized and Efficient Invoicing

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** February 09, 2026

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

I find Sage Intacct clear and organized, which is great for handling accounts payable. I am able to manage numerous vendors for all 7 of my facilities. It effectively keeps track of invoices and allows me to make payments. I also appreciate the ability to process invoices with General Ledger accounts and being able to add a description. The initial setup was easy, a perfect 10 out of 10.

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

I find changing info about bills under profits and losses challenging. Sometimes I am unable to fix the GL accounts or the amount of the invoice under the P&L tab, and I have to reopen a new tab and navigate my way back to the bill I was referring to. Also, there is no guide offered regarding definitions of certain tabs or how I can make my way around the system.

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

I use Sage Intacct to keep track of invoices and make payments. It helps me process invoices with GL accounts so expenses can be depreciated if needed. This prevents all invoices for 7 of my facilities to be organized and easily findable. Also, many duplicates have been caught which helps prevent double payments from going out. I use this website 5 days a week and there seems to be numerous ways to contact support if help is needed.

  ### 11. Cloud Flexibility with Integration Challenges

**Rating:** 3.5/5.0 stars

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

**Reviewed Date:** April 29, 2025

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

I use Sage Intacct for our main accounting functions like processing, projects, and reports. I appreciate being able to move to a cloud-based system, allowing access anytime from anywhere. Sage Intacct produces powerful reports and information, which aids in decision-making and cost tracking. I find having core databases helpful, especially with a multiple entity structure, as it aids in efficiencies. The initial setup wasn't the easiest process, but as I got to know the system more, things became even better.

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

The purchase order approvals are not really fit for purpose in an entity structure like ours - this ultimately led us to look at different solutions that feed into Sage Intacct.

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

Sage Intacct combines multiple databases into a single one, improves efficiencies with multiple entity structures, allows cloud access anytime, and provides powerful reporting for decision-making and cost tracking.

  ### 12. We love Intacct - they grow as we grow!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kendall  W. | Chief Financial Officer, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 28, 2024

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

Continue to be happy with the training paths which help to onboard new team members. We've been leveraging smart rules more and more - they help us enforce internal controls easily!

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

Adding dedicated professional services hours to our plan has improved our experience with implementing new processes.

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

AP automation is increasing efficiency in AP process. 
Prepaid expense module reduces time spent and manual errors in prepaids. 
FA module removed manual spreadsheets and increased confidence in asset listing/ledger.

  ### 13. Vendor card attachments

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** February 16, 2026

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

I set up vendors and for my needs it works pretty well.  I've only started using it in the last 7 to 10 months on a regular basis.

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

When adding a document to a vendor card...."Additional Information", it can be tricky.  I only use the add option if there are no files already attached but there have been times that I lose documents that have been there a long time and have to back and HOPE that I can find them and reattach.  I always attach what I need, save and then go back into the vendor card.  I never trust that function.

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

I am setting up all of our vendors on ACH.  It is very easy to use.

  ### 14. An easy-to-use accounting tool for managing multiple entities efficiently.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Niteen C. | Accountant, Enterprise (> 1000 emp.)

**Reviewed Date:** May 12, 2022

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

I like Sage Intacct for its intuitive interface and strong automation, especially in multi-entity and multi-currency environments. Its real-time reporting and dimensional accounting provide deep financial visibility, while built-in workflows and audit trails improve control and speed up the close process.

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

From a finance perspective, Sage Intacct could improve bank reconciliation flexibility and matching logic, especially for high-volume transactions. Some financial reports and customizations still require technical support, and simplifying these would help finance teams work more independently.

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

We are using Sage Intacct for Accounts payable, receivable, cash management and time & expense management modules. We use open-air Yay Pay and blackline software to make it a full P2P package. We are implementing BeTreel smart EFT for payments solution as an automation strategy to reduce manual tasks.

  ### 15. Flexible Dimensions with Strong Grants, Projects, and Billing Modules

**Rating:** 4.5/5.0 stars

**Reviewed by:** Shakesha W. | Director of Finance, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 27, 2026

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

I like the flexibility of the dimensions and that there is a module for managing Grants and Projects will a Billing capability. Also, I love the Platforms Services module, which allows you to create custom objects and menus for your business needs.

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

I dislike the offerings when it come to merging duplicate vendors and the inability to generate a 1099 file uploading to the IRS.

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

The problems we’ve been able to solve include tracking grants and contracts, as well as creating the customized invoicing required by our funders.

  ### 16. Efficient A/P Processing with Some Upload Hiccups

**Rating:** 4.0/5.0 stars

**Reviewed by:** IRINA L.

**Reviewed Date:** November 13, 2025

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

I use Sage Intacct as the main A/P program in my job and appreciate its automation over the older Sage software version. This automation is significant in reducing the data entry workload, enabling me to upload invoices, which eliminates some of the repetitive tasks associated with my job as an A/P Coordinator. Considering about 80 to 90% of my responsibilities involve posting hundreds of invoices daily, the ability to process them through uploads substantially lightens this massive workload. The transition to Sage Intacct from an earlier Sage version, MAS 200, was smooth as most functions are similar, making it easy to acclimate to, aligned with other A/P software. Overall, its enhancement in automation and straightforward setup are the most valuable aspects to me.

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

I find the invoice upload feature problematic because it often misreads many of my invoices. Many invoices have multiple backups attached, and Sage Intacct tends to read the information from the backups instead of the actual invoice. This issue means I frequently have to manually edit and adjust the information when the posting is in draft form, adding details that cannot automatically be deduced from the invoice itself.

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

I use Sage Intacct to automate data entry in my A/P job, significantly reducing my workload by uploading invoices directly, though sometimes it misreads invoices with multiple attachments.

  ### 17. Streamlined Reporting but Needs Departmental Allocation Fix

**Rating:** 5.0/5.0 stars

**Reviewed by:** Leslie O.

**Reviewed Date:** November 11, 2025

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

I love Sage Intacct’s reporting capabilities. It has dramatically reduced the reporting period by minimizing the reliance on Excel spreadsheets. I can now create the same reports within Sage Intacct, which simplifies the reporting process significantly. Additionally, managers can view their customized reports directly on their dashboards without needing me to send them via Excel, allowing for a tailored and efficient experience. The platform’s ability to operate seamlessly in a remote environment is invaluable as it allows transactions, vendor bill approvals, and expense management to be handled from any location, which streamlines our workflow tremendously. My team is thrilled with Sage Intacct as it offers significantly more capabilities compared to our previous accounting system, Blackbaud Financial Edge.

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

I dislike that the main Accounts Payable module in Sage Intacct does not allow for entering expenses across multiple departments. This limitation requires us to perform additional steps, like allocating an invoice to a single department and then doing a journal entry for distribution across departments. I find this process cumbersome and not efficient for handling invoices that involve multiple managers or departments. Moreover, there is a lack of functionality for nonprofit organizations to manage endowments directly within the system. This necessitates continued reliance on external sheets, like Excel, to manage assets and their financial details, which feels outdated and inefficient.

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

I use Sage Intacct for accounts management and it streamlines approvals and transactions remotely. Its reporting capabilities simplify the reporting process, reducing reliance on Excel, and enable customized dashboards for managers.

  ### 18. Boosts Efficiency with Timesheet Tracking

**Rating:** 4.0/5.0 stars

**Reviewed by:** Morgan W.

**Reviewed Date:** October 31, 2025

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

I have been using Sage Intacct for almost five years, and it has greatly improved our company's efficiency. It allows us to track earned revenue and budgetary expenses on different projects, which was a major factor in deciding to use it. I appreciate how straightforward and painless the setup process was, making it easy for employees to understand. The timesheet feature is incredibly useful, as it enables us to individually input the amount of time utilized for projects. This is particularly beneficial for tracking our earned revenue on a quarterly and annual basis. We specifically rely on this feature to monitor all aspects of project hours, making it a crucial tool for our operations.

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

I would like the ability to add more detail to the timesheets, particularly the ability to quickly view additional notes on a homepage summary instead of going into each individual timesheet. This would greatly enhance efficiency and comprehension of the entries. Also, while efficient, the platform itself feels quite plain and lacks advanced features, which could be a limitation depending on user needs.

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

I use Sage Intacct for tracking expenditures and time on projects, which helps in calculating earned revenue and managing employee travel expenses efficiently.

  ### 19. Two years with Intacct

**Rating:** 3.5/5.0 stars

**Reviewed by:** Jennifer P. | Manager of Finance &amp; Administration, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 27, 2024

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

The ease of searching for data and reporting.

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

I wish there was better accounts payable approval flow.

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

Less time enter manual GL entries.

  ### 20. Fantastic Product

**Rating:** 5.0/5.0 stars

**Reviewed by:** Stephanie B. | CFO/CPA, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 28, 2024

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

Information at your fingertips and time and place & automation of tasks

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

AP approvals should be allowable by more than one person

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

automation

  ### 21. Land Coordinator

**Rating:** 4.5/5.0 stars

**Reviewed by:** Paola C D. | Land Coordinator, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 14, 2025

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

SAGE is incredibly adaptable, evolving with your business as it grows. It enables increased efficiency by automating routine tasks, allowing you to focus on what really matters. What’s more, SAGE integrates seamlessly with other programs, especially those that assist with accounting, streamlining processes and ensuring everything works together smoothly.

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

I would like to get morThe current process of updating job information in the system, once imported, is done individually, which takes a considerable amount of time. This significantly slows down the workflow. It would be ideal to implement a solution that allows for faster and more efficient updates, either through batch processing or automation, to improve the overall system performance and save time on repetitive tasks.

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

NA

  ### 22. Sage New Customer

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** February 29, 2024

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

Sage is so customizable so we can make it do pretty much whatever we want it to do. There is so much information available to help with anything we don't understand.

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

There are some things that I feel should connect but they don't seem to (i.e. sales invoice leads to AR). I also don't think the inventory management module is as strong as it could or should be.

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

On our  old system we had so many band-aids to make it work for us. This one doesn't need band-aids, it just works.

**Official Response from Gill Symington:**

> Thank you for sharing your positive experience with Sage Intacct's customization and available resources. We understand the frustration of encountering connectivity issues, and we're committed to addressing and resolving those concerns for you. We're pleased to hear that Sage Intacct has eliminated the need for workarounds and is providing a more efficient solution for your business.

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

  ### 23. User-Friendly Accounting with Improvement Potential

**Rating:** 4.5/5.0 stars

**Reviewed by:** Ravichandran N.

**Reviewed Date:** January 29, 2026

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

I like the ease and user-friendliness of Sage Intacct.

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

I find it frustrating that Sage Intacct doesn't allow me to prepare draft journal entries. Blackbaud has this feature, and it would really help me see how entries impact accounts before posting them, ensuring accuracy and minimizing errors. Also, during the initial setup, we had to use a third party, and I feel Sage could have handled it directly at a small cost.

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

I use Sage Intacct for maintaining accounts; it helps eliminate wrong entries and the need to edit or delete entries due to its user-friendliness.

  ### 24. Intacct Review

**Rating:** 3.5/5.0 stars

**Reviewed by:** Alex I. | Project Engineer, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 11, 2026

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

For the most part Intacct is easy to use and navigate. I like the customizability of it as well.

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

When editing a PO, having to purchase order clear something rather than removing it causes an extra step that can be annoying at times

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

Tracking PO's and daily orders are very convenient

  ### 25. Sage Intacct- A complete accounting tool

**Rating:** 4.5/5.0 stars

**Reviewed by:** Aditi G. | Consulting Manager, Enterprise (> 1000 emp.)

**Reviewed Date:** October 18, 2023

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

It is suitable for every businesss as it has various module like contracts module, construction accounting, OE module.
Sage Intacct is driven more on effective financial reporting capabilities which allow to create highly user specific real-time reports and dashboards without need of additional IT training which further enhances financial work and allows finance teams to achieve instant visibility into different performance metrics. Along with these, it allows to automate and regularize with high accuracy in relation to multi entity consolidations and forex balance calculations leading to lesser month end closing time period. One of the best part it allows user to drill down from summary to each transactional level into seconds.

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

There is no such report to extract the foreign exchange rates for specific currency for all the dates. So may be this can be added additionally. Also, mobile experience is limited and requires full desktop version for its visibility 

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

It is easy to use and a comprehensive accounting tool that solves the problem of maintaining too many complex software. It also requires less human resources and less human error. So it is budget-friendly and saves money. Along with this, it provides various features to analyze the financials, preparation of budgets, trend analysis, and much more.

**Official Response from Gill Symington:**

> Thank you for sharing your positive experience with Sage Intacct Aditi! We're glad to hear that you find the advanced modules, integration capabilities, and regular upgrades valuable. We appreciate your feedback and are committed to continuously improving our product and support.

I would like to connect and find out more, by inviting you yo join Sage Champions, our customer advocacy program - please use this link: https://na.sagechampions.com/join/IntacctNAG2Reply 

Gill Symington
Sage Global Customer Advocacy Director


  ### 26. Straightforward program that's easy to use but could use some upgrades

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Public Relations and Communications | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 25, 2025

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

Overall, sage is pretty easy to navigate with easy labeled tabs and navigation. Once you figure out where everything is, it is simple and clear cut as to where to go for what. I also like that you can create your own favorites bar for shortcuts to your most used resources.

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

The whole sage interface could use a facelift, it seems to be a little outdated looking compared to it's competitor programs. It just looks old school. In timesheets, there is a box to the left that you must exit out of the expand the names of the jobs which to me, feels unnecessary, if I'm going to fill out my timesheet I want to see as much of the codes as I can. The search bar in tasks could also be improved upon. When I search exact names, things don't often come up. I would like to see them add a customized dashboard so you can have a prettier and simpler homepage each time you open sage, not updates on their 2025 release or random links.

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

I mainly use it as part of my company's timesheet coordination.

  ### 27. User friendly accounting tool

**Rating:** 3.5/5.0 stars

**Reviewed by:** Mahesha K. | Associate Specialist, Enterprise (> 1000 emp.)

**Reviewed Date:** April 11, 2022

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

Bank recs can be automated, which helps us to reconcile in real time

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

In bank reconciliation matching, we can not set rules to knockoff reversal entries within Intacct tab

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

Using this product for complete Accounts Payable, Accounts receivable, General ledger reporting, Travel and expenses and Creating purchase orders, cash management,  etc.

  ### 28. 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.

  ### 29. Robust Financial Management with Great Reporting Features

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sreelakshmi M. | Accounitng Specialist L2, Enterprise (> 1000 emp.)

**Reviewed Date:** June 30, 2025

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

Its real-time reporting and customizable dashboards make financial visibility easy and fast. The automation of key accounting processes - like accounts payable, receivable, and journal entries - saves time and reduces manual error. Could access, strong audit trails, scalability for growing businesses, and seamless integration with other systems like Salesforce and ADP. Support is generally responsive and knowledgeable, though occasionally more complex issues take time to resolve. The implementation process requires some planning and training, but with the help of onboarding resources and support, it’s manageable. Once set up, the system is intuitive with regular use. We use Sage Intacct daily for transaction entry, approvals, reporting, and financial analysis. The more we use it, the more efficient it becomes.

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

The user interface can feel outdated and unintuitive at times, especially for new users. Navigation between modules isn't always seamless, and basic tasks can take a few extra steps compared to other platforms. The reporting tool, while powerful, has a steep learning curve. Building custom reports or adjusting templates often requires technical knowledge or admin-level access, which slows down self-service reporting. Initial implementation takes time and often requires third-party consultants. Some features that should be standard—like advanced billing or multi-entity consolidations—may come at an extra cost. Also, certain modules lack flexibility unless custom-built.

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

Sage Intacct is helping us streamline and automate our financial processes—especially around accounts payable, receivable, and multi-entity consolidations. Before using it, we struggled with manual data entry, scattered spreadsheets, and delayed reporting. Now, we benefit from centralized data, real-time financial insights, and faster month-end closes. It solves the challenge of managing complex financial operations across departments and entities. With Sage Intacct, we’ve improved accuracy, reduced manual errors, and saved time on reconciliations and reporting. It also ensures compliance with audit trails and supports better decision-making with reliable, timely data.

  ### 30. Feature-Rich Accounting with Excellent Support

**Rating:** 5.0/5.0 stars

**Reviewed by:** Joseph I.

**Reviewed Date:** January 27, 2026

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

I like Sage Intacct's easy-to-use user interface, where the menus are user-friendly and logical. There's lots of support available, and I find the Intacct support community to be a good resource. Our support tickets are answered quickly, which is really helpful.

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

Drill-down clicking on amounts could be better. Some items can't be drilled down, and sometimes the detail provided is not sufficient.

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

Sage Intacct allows us to record, consolidate, and report financial information effectively. It offers more functionality for reporting compared to Quickbooks.

  ### 31. Solid, User-Friendly Accounting Software

**Rating:** 4.0/5.0 stars

**Reviewed by:** Billie T. | Senior Accounting Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 21, 2025

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

Overall, I’ve found Sage Intacct to be a fairly intuitive and user-friendly platform. The interface is clean, and most core functions are straightforward once you get familiar with the layout. Day-to-day tasks like running reports, processing transactions, and navigating between areas are smooth and efficient.

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

That said, adding or expanding modules can be a bit confusing. The process isn’t always as clear or streamlined as the rest of the system, which can slow things down when trying to scale or add new functionality.

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

Sage Intacct streamlines complex financial management by centralizing accounting, reporting, and multi-entity operations in a single platform. This eliminates the need to juggle multiple spreadsheets or disconnected systems, making it much easier to keep everything organized and accurate.

**Official Response from Brock Faucette:**

> Thanks for providing such thorough feedback, Billie! I'm so glad Sage Intacct is helping you and your team drive greater efficiencies, and I'll be sure to share your feedback about the modules' UI with our product team. 

  ### 32. User-Friendly with Robust Fixed Asset Management

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** February 20, 2026

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

I like Sage Intacct's simplicity and find it user-friendly with helpful prompts. The fixed asset management feature works especially well.

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

I don't like that sometimes consolidation doesn't work or takes too long to run.

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

I use Sage Intacct for AP, AR, fixed asset management, general ledger, journal posting, and consolidation. It's simple, user-friendly, and provides helpful prompts, with fixed asset management working especially well.

  ### 33. Entry Level AP User

**Rating:** 4.0/5.0 stars

**Reviewed by:** Tina H. | AP Specialist, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 13, 2025

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

I like the intuitiveness of the program. I remembers my actions and learns as we go to common actions. I love the reporting and the ability to input data from one to the other such as 1099 reporting and funding review each payables cycle.

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

I think I should be able to delete my own personalized, memorized reports without needing additional permission. If I can create it, edit it; I should be able to delete it. I also believe that PDFs of report all show on standard 8x11, portrait and it should be intuitive to show data visually appealing and simplified.

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

Ease of collaboration between AP Team, report options (PDF, excel, CSV, etc.) and upload templates are amazing

**Official Response from Brock Faucette:**

> Thanks for taking the time to review Sage Intacct, Tina. I'm glad you're loving all the platform's capabilities. I'll also share your feedback with our product team so we can continue to improve in the areas you mentioned. 

  ### 34. Sage Intacct - A complete package for small and mid-sized firms

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** September 17, 2025

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

It's ability to integrate to variety of third party applications like bill.com, ramp, divvy thereby automating things and reducing manual intervention resulting into increased accuracy. Also, the user interface is friendly for beginners.

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

Reporting ability using sage intacct is still limited. For eg - If I want to check all the transactions synced from Ramp to Intacct on a particular day , there's no report for that. I can only get a report based on accounting date or transaction date but not based on the date those were synced.

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

Sage Intacct is currently helping me to maintain my books of accounts. I am using different applications for different transactional activities. By integrating everything in Intacct, I am able to get a complete overview of my financials in Intacct.

  ### 35. Sage is Great!

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 09, 2023

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

One new feature I really appreciate in Sage Intacct is the enhanced user interface and navigation updates. They have made it quicker and more intuitive to get where I need to go. I also like the continued improvements in reporting flexibility, especially with custom report building and dimension-based filtering. These updates have made it easier to get meaningful insights without needing to export to Excel. The increased automation around approvals and workflows has also helped streamline our processes.

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

One area that makes me like Sage Intacct less is that some processes still feel a bit clunky or unintuitive, especially for newer users. For example, navigating between modules can require more clicks than expected, and some reports still require manual adjustments or exporting to Excel to get exactly what I need. I’ve also experienced occasional issues with slow load times, and certain integrations or customizations can be more complex than expected without support. Overall, it's powerful  but there's still room for improvement in usability and streamlining routine tasks.

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

It is helping to automate our accounting process and take our current books from excel files into a more robust platform.

**Official Response from Brock Faucette:**

> Thanks for your updated review. We're so grateful you've noticed all the UX improvements we've made--based largely on reviews from customers like you! And we're not stopping! More UX and feature enhancements are around the corner. :)

  ### 36. Efficient time entry, slightly overloaded with Fields

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** September 18, 2025

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

Sage Intacct is easy to use and intuitive, especially for time entry. Our team appreciates how straightforward it is to log hours and track them by project and role. The clean interface and logical flow make it simple for everyone to stay on top of their entries without needing much training.

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

There are too many fields available when entering time or project data, which can feel overwhelming. While flexibility is great, it would be helpful if the system allowed for customization to reduce the number of required or visible fields based on role or use case. Streamlining this could improve efficiency and reduce user error.

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

Sage Intacct helps solve a key operational challenge for our team: tracking time accurately across multiple projects and roles. By streamlining time entry, it ensures that hours are logged consistently, which supports better project budgeting, resource planning, and reporting. Its intuitive interface makes it easy for team members to use with minimal training, reducing administrative overhead. This has led to more reliable data and improved visibility into how engineering hours are allocated—ultimately helping us make more informed decisions and stay on top of project performance.

  ### 37. Excellent Reporting Features, But Budgeting Needs Improvement

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** October 21, 2025

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

Sage offers a wide range of features that have supported our organization in various areas, including organization and development, but most importantly, in reporting.

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

The budget feature could use improvement. As a non-profit organization, we manage numerous budgets, so having the flexibility to adjust them and compare actuals to budgets is essential for us.

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

Sage Intacct has been instrumental in addressing the challenges we faced with our accounting systems. Since we collaborate with a variety of local, state, and federal agencies, Sage Intacct enables us to efficiently organize all our information in a single, centralized location.

  ### 38. Great for multiple entities

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** September 16, 2025

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

Sage Intacct has been an excellent solution for our business, especially when managing multiple entities. The intercompany support is a standout feature, making it seamless to handle transactions and reporting across different companies.

The platform is also easy to navigate, with an intuitive interface that shortens the learning curve for new users. Building and customizing reports is straightforward, and the reporting tools are powerful—providing clear, accurate insights without unnecessary complexity.

Overall, Sage Intacct has streamlined our financial processes and given us reliable visibility across the organization. It’s a strong choice for businesses looking for efficiency and scalability

Customer Support is always helpful and quick to respond.

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

Accounts Receivable (AR) functionality leaves room for improvement. We currently rely on an outside POS system, and Intacct does not allow us to attach PDFs directly to invoices and send them to customers. As a result, much of our AR follow-up has to be handled outside the platform, which creates extra steps in the process.

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

Running 30+ entities and consoldiating all the data together

  ### 39. Easy to Navigate and Learn

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** February 16, 2026

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

How easy it is to navigate and learn..for the most part

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

It do AI financial reviews yet. I would like to have a way the reconciled my AR with another plataform.

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

The General Ledger, finacial statements,

  ### 40. Sage Intact Positives and Negatives

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 04, 2025

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

I like how easy it is to process payments using different methods. It is also very easy to select invoices and reconcile payments. Overall the UI is nice and elegant.

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

I find it difficult to handle multiple locations at one time. For example we have multiple entities which can make certain process time consuming and repetitive.

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

Sage is making it easier to submit electronic payments and reconcile. Other systems do not make it so easy to integrate with banks for payment submission.

  ### 41. I am Migration Expert, i like to help companies to Migrate their data into Sage Intacct

**Rating:** 4.5/5.0 stars

**Reviewed by:** Pruthviraj D. | QA/QC, Mid-Market (51-1000 emp.)

**Reviewed Date:** March 24, 2025

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

Easy to Access due to Fully Cloud ERP. Supports almost all of the Integrations for vast variety of users or industry. Great variety of reports and Dashboard for Higher Managements.

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

Lack of Operations. Sage Intacct could be great as Financial suite but it lacks multiple areas for Operation based companies or manufacturing companies

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

Now, most of business i have done for Sage Intacct is that Intacct solves their problem of reporting. A lot of companies has to put in alot of work in creating reports or sorting in excel to get the particular amounts or balances to see. Sage Intacct vast varienty of reports or easily i can create new reports (customised) or you know, i can easily create a dashboard for the client. Done migration for the company which has 20 entities. literally business for 20 different locations and i could show them balances at once in Dashboard. Game Changer!!

  ### 42. Great product for accounting for multiple entities/locations.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Patti P. | Corporate Controller, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 14, 2023

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

The approval processes within Sage are great.  It is user friendly and many places to go for help on items within the software.  The many different applications are great and the processes within the software flow nicely.

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

Some issues with reclassing items would be my only issue.  It would seem you should be able to reclass an AP item that has been paid by credit card as long as it is within the same month, but that is not the case.

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

Sage allows us to create multi-entity financial statements to run the various business lines within our organization.  It also interacts with other softwares that allow direct API connections.

  ### 43. Simple and easy to use

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sharadraj S. | Senior Accounting Specialist L2, Enterprise (> 1000 emp.)

**Reviewed Date:** June 30, 2025

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

I’ve been using Intacct for about 2.5 years, and overall, I’m impressed with how it simplifies bookkeeping and day-to-day financial tasks. Provides required reports for decision making and analysis of operations

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

It won't show the running balance of GLs while posting the entries

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

Helps to  maintain accounts in systematic and simple way. It intigrates all the automation process easily. Consolidation of different entities and elimination of intercompany is very easy in Sage Intacct.

**Official Response from Brock Faucette:**

> Thanks for reviewing Sage Intacct, Sharadraj. We're glad the platform is helping you deliver greater results--faster! Please let us know if you ever need anything.

  ### 44. Sage Intact Provides Enhanced Reporting Effortlessly

**Rating:** 5.0/5.0 stars

**Reviewed by:** Chelsea C. | Financial Controller, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 07, 2024

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

The enhanced reporting features and dashboard building are the greatest functions available in Intacct. One can create custom reports that derive data from dimensional tags and automate much of accounting and reporting. The controls are robust as is the audit log. 

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

Yes, still need the reclassification feature on expenses paid with credit card. In the custom reporting sometimes calculations and columns can be hard to target based on what one defines versus what is produced. 

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

Sage Intacct helps automate financial reporting, and provides an easy-to-use dimensional platform.

**Official Response from Bethany  McDermott:**

> Hi Chelsea, thank you for leaving us a review! 

We're pleased to hear that you are enjoying the enhanced reporting features and dashboard building in Sage Intacct. It's great to hear that it's helping with quick decision-making.

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

  ### 45. Intacct has been a great upgrade from QuickBooks, but still falls short on some essential components

**Rating:** 3.5/5.0 stars

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

**Reviewed Date:** May 09, 2025

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

I work for a Family Office and Sage Intacct has saved so much time just being able to switch between all of the entities I work in on a daily basis.  The reporting has also saved so much time in running consolidated financials  withing certain groupings that I had to do manually before. As we have many entities that have different approvals for invoices, Intacct has streamlined the process so invoices aren't slipping through the cracks!

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

Unfortunately Sage Intacct still hasn't made it to the 21st century by only allowing checking, savings and credit cards accounts for cash management.  There are Muni accounts, brokerage accounts, etc.  This has been a real disappointment as I had to set them in their forced module and it's really lacking on the reporting as a result.  Finally, it is just amazing that Sage hasn't brokered agreements to work with all the major banks at least here in the United States.  This has been a real disappointment as I was looking forward to making our monthly reconciliations go much faster and smoother.

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

Much better financial reporting and a stream lined approval process for accounts payables.

**Official Response from Brock Faucette:**

> Thanks so much for your thorough review. We're glad there's so much you like about Sage Intacct--and for the things you don't, I'll be sure to share that feedback with the appropriate teams. Feedback like yours is so incredibly important to our commitment to constant improvement.

  ### 46. switched

**Rating:** 4.0/5.0 stars

**Reviewed by:** Ken H. | Controller, Civil Engineering, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 06, 2025

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

It is a straightforward accounting software, so there's nothing to not like about it.

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

We needed more (like time sheets) and it seemed painful to add on.

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

It was our accounting platform and pretty much that was it.

  ### 47. Easy to use and effective

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** May 02, 2025

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

We are able to accomplish our accounting needs with the use of Sage Intacct. It is relatively straight forward to use and the user interface is simple to understand. It has been easy to integrate into our financial systems and processes.

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

The reporting and dashboard capabilities in Sage Intacct are more limited. Building reports is not intuitive and takes a lot of complex understanding and trial and error. It is not a very straight forward process to obtain a desired result. There are many data fields that are not labeled distinctly enough to understand easily what information is being pulled. Dashboards and visualizations offer limited customization. Colors for graphs are not customizable, dynamic custom date ranges and filters are not available, and limited formatting options exist.

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

Sage Intacct provides a platform for all of our core accounting processes to be completed efficiently and accurately

**Official Response from Brock Faucette:**

> Thanks so much for providing such thorough and thoughtful feedback. I'm ecstatic about the Sage Intacct features you love, and I'll share your feedback for improvement with the appropriate teams, too.

  ### 48. Easy to Use

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** August 18, 2025

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

I started using Sage less than a month ago and find it to be easy to use and navigate. The application houses multiple functions that can be beneficial to multiple departments.

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

When reviewing multiple reports in Project Analysis, it closes the previous screen, if you don't duplicate tabs and pull from a new window.

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

It allows for me to see the full cost of a job. As a Project Manager, it makes it easy to where dollars are being spent and if we're staying on budget.

  ### 49. New User experience

**Rating:** 4.0/5.0 stars

**Reviewed by:** James S. | Senior Accountant, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 21, 2025

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

Seamless Financial report & journal entries uploads. Clean audit trails and the ability to attached support to Journal Entries

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

I have been having trouble working with multiple entities that overlap

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

Intacct is solving any problems related to audit support and audit trails along with automations.

**Official Response from Brock Faucette:**

> Hi, James. Thanks so much for your review. We're so glad you're loving Sage Intacct. And -- if you haven't already -- reach out to your CSM or account manager for assistance with the multi-entity issue you're experiencing. You may also find support in our Sage Intacct community accessible through the product. 

  ### 50. It made our accounting cleaner and faster

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** June 03, 2025

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

The customizable dashboards and real-time reporting are incredibly helpful for making quick, informed decisions. I also like how dimensions let us slice data without needing a ton of different accounts.

Upsides of using it:
Streamlined financial processes
Strong audit trial and compliance support
Reduces manual data entry and Excel work

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

The user interface feels dated and not intuitive. It can take new users a while to get comfortable, and some features are buried and hard to find.

Downsides of using it:
Customization often requires outside consultants
Upgrades and changes can break existing processes without much warning
Certain reports or workflows feel rigid or limited

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

It simplifies multi-entity accounting and automates key processes, which saves time and improves accuracy


## 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%5Bsentiment_snippet%5D=1684065&qs=pros-and-cons&section=pricing&secure%5Bexpires_at%5D=2026-08-14+21%3A50%3A07+-0500&secure%5Bsession_id%5D=1e03b73d-e908-4fa1-8184-ec04813aecd8&secure%5Btoken%5D=fda6ec0e22665cd00e06ff9b9c698f493a3cfcc75c693f35ab3184e49744193a&format=llm_user)
## Sage Intacct Integrations
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  - [AXIS](https://www.g2.com/products/moody-s-analytics-axis/reviews)
  - [BILL AP/AR](https://www.g2.com/products/bill-ap-ar/reviews)
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  - [Expensify](https://www.g2.com/products/expensify/reviews)
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  - [hh2](https://www.g2.com/products/hh2/reviews)
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  - [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)
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## 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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