---
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. New Accounting software review

**Rating:** 3.5/5.0 stars

**Reviewed by:** Harry M. | Assistant Accountant, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 19, 2023

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

There aren't really any new features that we are using on a regular basis unfortunately.

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

The search function in AR/AP is overly sensitive. For example if searching for an invoice with John Doe as the description, if I search just 'Doe' nothing will come up. It should display all invoices with Doe in the description. There should be a setting to alter this if needed.
The custom reporting module is quite complicated at times. I wouldn't describe it as an intuitive easy-to-use solution. It might be better to explore alternatives via the Sage marketplace with some sort of 3rd party report editor.
AR bulk imports have become quite slow. We require imports of 5000 lines plus for receipts, but these can now take upwards of 30 mins each to be imported. I'm not sure if there is a fix for this.. it may just be a limitation of the import method.

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

Sage intacct allows us to utilise its features to help analyse the finances of the business more effectively and report on them to management.

**Official Response from Sam Dempster:**

> Hi Harry,

Thanks for your feedback, I'll pass your feedback onto our product and UX teams to try and address the repetitive nature of some of our training content.

Thanks again and best wishes
Sam

  ### 2. Sage is a great accounting software.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Joseph T. | AP Accounting Technician, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 03, 2025

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

Alright, buckle up, because Sage Intacct absolutely deserves this glowing review!

From the get-go, this cloud accounting software has been a game-changer for our business. We were drowning in spreadsheets and outdated systems, and Intacct swooped in like a superhero with a cape made of efficiency.

The real-time visibility it offers is incredible. We can now see exactly where we stand financially, drilling down into the details with ease. No more waiting for month-end reports that feel like ancient history! The customizable dashboards are fantastic – we've tailored them to show us the key metrics that matter most, making informed decisions a breeze.

What really sets Intacct apart is its robustness and scalability. As we've grown, it's grown with us, handling increasing complexity without a hiccup. The multi-dimensional reporting is a lifesaver, allowing us to analyze our data in ways we never thought possible. Seriously, slicing and dicing financial information has become… dare I say… enjoyable?

And let's talk integrations. Intacct plays nicely with so many other crucial business systems. This seamless connectivity has streamlined our workflows and eliminated so much manual data entry. It's like all our essential tools are finally speaking the same language.

Finally, the support team is top-notch. Whenever we've had a question (and let's be honest, with any new system there are always a few!), they've been responsive, knowledgeable, and genuinely helpful. It feels like they're true partners in our success.

Honestly, if you're looking for a powerful, flexible, and future-proof accounting solution, look no further than Sage Intacct. It's not just software; it's a strategic asset that has significantly improved our financial operations. Five stars all the way! ⭐⭐⭐⭐⭐

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

Okay, so while I'm a big fan, no system is perfect, right? If I had to nitpick something someone could dislike about Sage Intacct, it might be the initial learning curve and implementation.

Because it's such a robust and feature-rich platform, getting everything set up exactly how you want it and training your team can take a bit more time and effort upfront compared to simpler, less comprehensive solutions. It's not necessarily difficult, but it does require a commitment to the process. If a business is looking for something incredibly basic right out of the box with minimal setup, the depth of Intacct might feel a little overwhelming initially.

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

Basically, it kicks a lot of the annoying parts of my job to the curb. Think mountains of invoices to type in? Intacct often grabs that info automatically – huge time-saver and way fewer typos. Chasing down who needs to approve what? It routes invoices electronically and pings people, so stuff doesn't get stuck on someone's desk for ages.

I can actually see what's going on with our bills in real-time, not just some dusty report at the end of the month. Need to know if we paid a certain vendor? Boom, it's right there. Got different parts of the company? Intacct keeps all those bills straight in one place, which is a lifesaver. Plus, it's got my back on catching mistakes like paying the same bill twice – that's always a good thing!

So, instead of drowning in paperwork and playing detective, I can actually get stuff done faster and more accurately. It makes my day way less chaotic and honestly, makes me feel like I'm actually contributing instead of just pushing paper. It's a solid tool that makes my AP life much easier.

  ### 3. User-Friendly ERP with Customizable Reports

**Rating:** 4.5/5.0 stars

**Reviewed by:** Naveen K. | Controllership - Accounts and Finance, Mid-Market (51-1000 emp.)

**Reviewed Date:** September 09, 2025

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

I find Sage Intacct user-friendly and easy to navigate. I like how we can customize reports by handling categories, trends, by department, classes, and in all dimensions, which helps us view balance sheets. I also appreciate features like bank reconciliations and consolidation modules, which assist in consolidating multiple currencies and multi-entities. Additionally, setting it up was easy, which I found really beneficial.

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

The recurring entries aspect of Sage Intacct is a bit frustrating for me. It's not possible to post these entries on a daily basis, which limits flexibility. I would prefer if there was an option to have fixed recurring entries. Also, accessing KvaS recurring templates is not possible, which is limiting.

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

I use Sage Intacct for consolidation models, day-to-day appointments, and creating invoices. It handles contacts, funds payable, cash applications, and bank reconciliations. It's user-friendly, easy to navigate, and helps customize reports for balance sheet viewing by various dimensions.

**Official Response from Brock Faucette:**

> Thanks so much for taking the time to review Sage Intacct. I'll take your feedback about the learning curve to our product team to see if there are new and innovative ways we can improve/accelerate onboarding. Please let us know if you ever need anything else!

  ### 4. Small Organization, Big Software

**Rating:** 3.5/5.0 stars

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

**Reviewed Date:** August 21, 2023

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

The complexities of Sage never cease to amaze us at this organization. It's possible that our adoption was too ambitious, with a small team of three in finance. The upkeep required to maximize the potential of the product across the organization is so great that we have not been able to implement fully three years in. It is an incredibly powerful software best suited for mid-size to larger organizations.

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

User experience and integration of elements across modules is still greatly challenging. The way Sage requires upkeep of at least four separate elements to interconnect and perform any process is maddening. For such a large and expensive product, the customization is incredibly vast but comes at the cost of efficiency of use. Mistaken modification of any element breaks other parts of the user experience. I am not keen to trust a product that requires professional intervention any time a change is required. We have gotten by largely self-sufficiently, but not without great challenge.

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

Sage is giving a new rich approach to fund accounting. Having insight to budgetary implications in real time is invaluable. Streamlining our AP process is also very valuable

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

**Rating:** 3.0/5.0 stars

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

**Reviewed Date:** July 17, 2023

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

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

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

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

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

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

  ### 6. It's a robust system to manage project accounting

**Rating:** 4.5/5.0 stars

**Reviewed by:** Kourosh R. | Senior Finance and Accounting Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 30, 2025

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

Their new upgrade has made searching and filtering across different modules much easier

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

Pricing could be a turning point. Since this is an online platform, the pricing could end up being significantly lower

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

Sage Intacct is solving several key problems for our organization, particularly around financial visibility, efficiency, and scalability. Before switching, we struggled with manual processes, limited reporting capabilities, and managing financials across multiple entities. Sage Intacct has addressed these challenges by automating many routine accounting tasks—such as approvals, journal entries, and consolidations—which has significantly reduced errors and saved time. The multi-entity and multi-currency support has made it much easier to manage our growing operations globally. Most importantly, the real-time reporting and customizable dashboards give us immediate insight into our financial performance, enabling better, faster decision-making. Overall, Sage Intacct has improved our accuracy, efficiency, and ability to scale, which has had a direct positive impact on our business operations.

**Official Response from Brock Faucette:**

> Thanks for this glowing review. We truly appreciate your taking valuable time out of your day to provide such thorough feedback. And we hear you about the learning curve! We're constantly trying to find ways to accelerate mastery of the platform, and feedback like yours helps drive those initiatives. We will keep improving in this area!

  ### 7. Best software for any business

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** April 21, 2023

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

I love the ability to share access across our team. So no matter the department, everyone is able to update and use the software with ease.

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

Nothing! Keep doing what your doing. We have no problem at all with Sage.

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

Sage Intacct streamlines the accounting processes. It automates many of our accounting tasks, including data entry, account reconciliation, and financial reporting, saving businesses significant amounts of time and reducing the risk of human error.

  ### 8. 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.

  ### 9. Sage Intacct: A Helpful Tool with a Learning Curve

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** September 08, 2025

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

I really enjoy using Sage Intacct because it makes managing financial information much easier and more organized. The cloud-based system is user-friendly, and I find it convenient to access from anywhere, which is helpful for keeping things up to date. I like how it provides clear reports and detailed insights that make it simple to track expenses, revenues, and overall financial health. It has definitely streamlined processes that used to take much longer, and I feel more confident knowing the information is accurate and reliable. Overall, Sage Intacct has been a positive tool for me, and I appreciate how it supports efficiency and better decision-making.

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

The only challenge I’ve found is that some of the reporting functions can be a bit complex at first, and they take extra time to learn.

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

Sage Intacct helps solve several problems related to managing financial information and reporting. It centralizes data in one cloud-based system, reducing the time spent on manual tracking and eliminating errors from using multiple spreadsheets. It also provides detailed reporting and real-time insights, making it easier to understand financial performance and make informed decisions

**Official Response from Brock Faucette:**

> Thanks so much for your thoughtful, thorough review. We're so pleased Sage Intacct is helping you and your team save time and energy--all while helping you deliver accurate information so quickly!

  ### 10. Intuitive, Paperless Accounting That Streamlines Monthly Close and Audits

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** January 27, 2026

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

I like how easy it is to maneuver through the application.  The product is intuitive and simple for managers and leaders to drill into the application to find their own answers.  The application has allowed us to be almost entirely paperless and simplifies closing the books on a monthly basis.  In addition by granting our auditors read only access to the application our audit has become more efficient and less burdensome for staff as auditors can drill and pull supporting documents themselves cutting down on requests for additional supporting documents.

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

Custom report writing is a bit cumbersome and takes some learning especially when it comes to understanding reporting groups.  When adding new accounts the user needs to be aware that the new account may not be properly mapped to one of the groups and could therefore put reports out of balance.

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

Allows front line staff to enter purchasing requests that are approved by management cutting down on mistakes and automating the workflow for purchasing.  Sage also allows for importing of transactions and transaction activity from the CMS and POS systems which allows for daily and monthly revenue balancing with our core systems thereby cutting down on data entry labor and data entry errors.  The internal communication system allows for audit trails and notes to be attached to transactions creating a single source for information related to the financial statements.  The collaboration feature keeps things contained in the system and the cloud based solution allows executive management to stay connected when off property.

  ### 11. 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.

  ### 12. 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.

  ### 13. Robust Multi-Entity Reporting, But Needs UI Enhancements

**Rating:** 4.0/5.0 stars

**Reviewed by:** Ravi M. | Senior Manager - Finance Effectiveness

**Reviewed Date:** February 06, 2026

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

I like Sage Intacct's dimensional reporting and multi-entity capabilities. They make it much easier to get clean, flexible reporting without over-engineering the chart of accounts and scale well as the business grows. The dimensional reporting gives us flexible analysis without complicating the chart of accounts, and the multi-entity features simplify consolidations and reduce manual effort at month-end. The core accounting, multi-entity reporting, and consolidations improve our financial visibility and reduce reliance on spreadsheets. I also appreciate its strong functionality for multi-entity accounting and reporting, especially for growing organizations.

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

Some workflows and automations aren't as intuitive as they could be, and the UI feels a bit dated in places. Workflow setup could be simpler and more transparent, and the UI would benefit from fewer clicks for common tasks and more consistency across modules.

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

I use Sage Intacct to reduce reliance on spreadsheets, improve multi-entity visibility, speed up month-end close, and provide more reliable management reporting.

  ### 14. Reliable and practical all-round accounting

**Rating:** 4.0/5.0 stars

**Reviewed by:** Jonathan W.

**Reviewed Date:** February 04, 2026

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

Sage intacct is a reliable and effective tool for all our low-level accounting. I love the ability to build custom reports to serve our exact needs and I really appreciate all the time the compliance tool has saved me when doing the VAT returns. I also like the ease of processing journals (and particularly the ability to bulk import journals from simple CSV files). In general the format of information given is very functional and detailed but I prefer this to other solutions that do more formatting and summarising for you as this allows me to manipulate the information to my liking and choose my own format for presentation, specifically suitable for my audience.

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

It is not the most user friendly and has taken a bit of time to get familiar with (and I've appreciated the support we've had from our support provider when trying to change the less typical bits of configuration)

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

I use Sage Intacct for tax, low-level accounting, sales invoicing, and cash receipting, which helps with everything up to budgeting.

  ### 15. Powerful Financial Visibility, Steep Learning Curve

**Rating:** 4.0/5.0 stars

**Reviewed by:** Sloane W.

**Reviewed Date:** February 02, 2026

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

I enjoy the level of financial visibility and control Sage Intacct provides. The reporting and dashboards are powerful and flexible, allowing real-time insight into job costs and overall financial health. The reporting and dashboards are valuable because they turn financial data into something usable on a day-to-day basis. I can see real-time job cost, budget versus actuals, and profitability by project, phase, or entity without waiting for month-end or building manual spreadsheets. Also, I appreciate that setting it up was very easy.

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

I find the usability and learning curve of Sage Intacct to be the biggest challenge. Some workflows aren't very intuitive, requiring significant training for new users to feel comfortable. Creating custom reports can be frustrating; even small changes like adding a new dimension or adjusting filters can break the report, and it's not clear where the mistake happened, making it more time consuming than expected. I wish there were more canned reports available or tutorials for building custom reports for new users.

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

Sage Intacct solves financial complexity, enhancing visibility in construction accounting. It helps manage multiple entities, automates accounting processes, and reduces manual work. The powerful reporting and dashboards provide real-time insights into job costs and financial health, improving decision-making.

  ### 16. Lots of room for improvement

**Rating:** 3.5/5.0 stars

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

**Reviewed Date:** July 29, 2025

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

Sage gets the revenue recognition in a much better place for subscription businesses.  AR Automation is also helps to streamline collection and achieve higher rates of on time payments.

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

Performance issues and responsiveness of the platform has been an issue for us.  There is significant lag in even logging into the system sometimes taking over a minute to sign-in.  There is not enough value in the 'standard' modules.  Everything seems like it is an upgrade they are charging you for (e.g., better budget and forecasting, additional API calls).  Sage is not easy to use.  Typical daily workflows for accounting staff are not smooth and are require lots of extra clicks.  For example, there is no ability to pull up a customer's account and see all open invoices and credit memos on screen, the process to update/correct an invoice is cumbersome and time consuming (can't add supplemental info like an additional email without filling out a completely new customer record).  Sage cannot handle foreign currencies or IBAN/SWIFT for USD paid vendors (international AP payments)

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

Revenue Recognition calculations.

**Official Response from Brock Faucette:**

> Hi there! Thanks so much for your thoughtful review. We're glad you're seeing value in rev rec and AR Automation. Also, most people love our multi-currency/multi-entity capabilities, so I wonder if there's a configuration issue that's preventing you from optimizing your Intacct experience. Please reach out to our support team if you haven't already. If you purchased Intacct through a reseller, their support team should be able to assist. Nonetheless, I'll pass all of this feedback on to our product team for review.

  ### 17. Automated Accounting

**Rating:** 5.0/5.0 stars

**Reviewed by:** Rachael T. | Sr. Accountant, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 29, 2024

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

I love how customizable the platform is. It is truly a very powerful platform

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

Streamlining data entry in the subledgers by auto populating line item memo with the header description

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

Cloud based accounting. Now we can access our information from anywhere in the world. Also information security liability is moved from us (server basis) to the cloud provider

**Official Response from Gill Symington:**

> Rachael, we're glad to hear that you find Sage Intacct easy to use and that it has improved your accessibility to information.

I would like to invite you to join our customer advocacy program by clicking the link below:

https://na.sagechampions.com/join/IntacctNAG2Reply

Gill Symington
Global Customer Advocacy Director 

  ### 18. Complicated Setup but Useful for Reimbursements

**Rating:** 3.0/5.0 stars

**Reviewed by:** Kara C.

**Reviewed Date:** February 10, 2026

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

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

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

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

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

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

  ### 19. Practical Experience with Sage Intacct

**Rating:** 5.0/5.0 stars

**Reviewed by:** Himanshu G. | Consultant, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 15, 2025

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

I really like how Sage Intacct simplifies financial management and reporting. The dashboards and automation features save a lot of manual effort, especially for recurring tasks like invoicing and reconciliations. It’s also very flexible — you can customize reports easily, and the integration with other systems like Salesforce or Excel makes it smooth to manage end-to-end accounting.

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

Sometimes the user interface feels a bit dated and not very intuitive for new users. Simple things like finding specific reports or setting up dimensions can take extra steps. Also, the system can be slow when handling large data volumes, and a few functions still require manual work that could be automated.

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

Sage Intacct helps streamline our entire financial process — from invoicing and payment tracking to reporting and reconciliations. Before, a lot of these tasks were manual and time-consuming, but now most of them are automated and much more accurate. It also gives real-time visibility into our financial data, so we can make quicker and better decisions. Overall, it’s reduced errors, saved time, and improved how efficiently our team manages accounts.

  ### 20. Complex UI Hampers Usability

**Rating:** 1.0/5.0 stars

**Reviewed by:** Devan M.

**Reviewed Date:** February 03, 2026

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

I use Sage Intacct for accounting and project finances. It allows us to track our project finances. I like that it works most of the time.

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

The UI is extremely difficult and not intuitive at all. Everything is geared towards accounting and relies heavily on accounting jargon, so someone who is not in accounting has to do a lot of leg work to figure out what everything means. Reports are a nightmare, and it looks old, not cute. The initial setup was quite difficult, taking months and months of setup calls, design, and revisions to get it to work the way we want. I hate that you can't copy-paste Excel cells into the native UI, it's very frustrating to have to upload everything.

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

Sage Intacct allows us to track our project finances.

  ### 21. Is a excelent platform

**Rating:** 5.0/5.0 stars

**Reviewed by:** Alexis L. | Accounting Associate, Accounting, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 22, 2025

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

I love how intuitive and efficient Sage Intacct is for managing financial data. Its automation features save a tremendous amount of time, and the reporting tools provide clear insights instantly

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

One drawback of Sage Intacct is that navigating certain features—like report customization or transaction searches—can be tricky at first. It takes a bit of practice before the system feels intuitive

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

Sage Intacct makes it simple to manage a heavy load of financial transactions. The automation and real-time reports cut down on manual work and errors, so my everyday tasks are faster and more reliable

**Official Response from Brock Faucette:**

> Thanks for taking the time to review Sage Intacct, Alexis. We're so glad that you're loving the platform. And we hear you regarding the learning curve for customizing reports, and we're constantly trying to find ways to accelerate onboarding in these areas. Feedback like yours is so helpful in driving us to improve. 

  ### 22. It has simplified our business and made life super easy.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Nathan L. | Accounts Receivable Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 07, 2023

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

It has saved our company a ton of time. Tasks that used to take me hours, now only take up to thirty minutes. It frees up so much time and allows me to accomplish so much more in my workday.
Plus being able to view all the data at one time is so simple.

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

Sometimes it can be a little difficult to navigate in and out. I will have to take some of the blame though, since it is such a new system I'm sure that part of it is me not knowing enough yet.

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

Sage helps by being able to see all my entities at once, instead of having to log in and out of each one individually. Having that one space I can go into and make entries for every company we have is amazing.

  ### 23. Modern Cloud Finance With Strong Reporting

**Rating:** 4.5/5.0 stars

**Reviewed by:** Umar J. | Consultant, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 12, 2026

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

Sage Intacct stands out for its strong cloud-based financial management, flexible reporting, and multi-entity support. I like how easy it is to drill into data, automate workflows, and integrate with other systems. It’s efficient for companies with complex financial structures or growth needs.

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

The downside of Sage Intacct is that the user interface can feel a bit dated and has a learning curve. Customizations and advanced features often require extra setup or consulting time, and pricing can add up as you scale. Some users also wish certain modules were more tightly integrated out of the box.

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

Sage Intacct helps centralize financial management, automate AP/AR workflows, and handle multi-entity consolidations without spreadsheets. It reduces manual data entry, speeds up month-end close, and provides clearer financial insights for decision-making. The biggest benefits are time savings, fewer errors, and better visibility across the organization.

  ### 24. 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.

  ### 25. Sage Intacct’s User-Friendly Layout Makes Work Easy

**Rating:** 5.0/5.0 stars

**Reviewed by:** LOUISEICKE I. | Credit Controller, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 23, 2026

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

I have found Sage Intacct to be very user friendly, especially with the layout.

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

I have found the training a little bit clunky and not relevant to what I do.

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

I won't really know this until our system goes live but I am impressed with what I have seen so far but I am looking forward to using the system. The reports layout looks like it will be very beneficial to us as a company.

  ### 26. Powerful Automation of Accounting Process

**Rating:** 4.5/5.0 stars

**Reviewed by:** Monika S. | Functional Analyst, Enterprise (> 1000 emp.)

**Reviewed Date:** December 05, 2025

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

I like Sage Intacct for its strong automation for core accounting processes. The excellent dimensional reporting and financial visibility are really valuable to me. I also appreciate the real-time dashboards and reporting, which enhance the financial overview. Sage Intacct is scalable for growing US-based businesses, and I find the secure cloud-based access with strong audit controls reassuring.  The journal ledger automation streamlines processes and reduces manual errors. It automates vendor processing, approval workflows, and customer invoicing, which significantly cuts down on manual work and saves time. The dimension-based reporting allows for detailed, customizable financial reports, eliminating the need for creating multiple GL accounts. Additionally, automating bank reconciliation is a massive time-saver as bank transactions are automatically matched with system entries, minimizing manual reconciliation efforts.

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

The initial implementation of Sage Intacct can be complex, particularly setting up dimensions, workflows, and integrations, which can feel overwhelming for first-time ERP users. The user interface, while powerful, has a learning curve and is not very user-friendly for new accounting users, especially those transitioning from simpler systems like QuickBooks. Customizations and advanced features often require technical expertise, slowing down quick changes. Pricing may feel expensive for small businesses with limited accounting complexity.

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

I use Sage Intacct to automate core accounting processes, streamlining journal ledgers, AP and AR workflows, and bank reconciliations. It reduces manual errors and provides detailed, customizable reports, real-time dashboards, and strong audit controls, supporting multidimensional reporting and financial visibility.

  ### 27. An easy-to-use platform with flexible reporting that simplifies accounting.

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** February 11, 2026

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

The system is user-friendly, flexible, and allows for easy customization of reports, which helps streamline accounting processes and improve accuracy. It also integrates well with other systems, making financial management more efficient overall.

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

Report customization can sometimes feel complex, and navigation between modules could be more intuitive.

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

Sage Intacct helps by providing real-time financial visibility and accurate reporting, reducing manual work and improving efficiency. This makes it easier to manage data and support better decision-making.

  ### 28. Sage Software easy and user friendly

**Rating:** 4.5/5.0 stars

**Reviewed by:** Rachit P. | Sr. Executive Accounts Payable and Finance, Mid-Market (51-1000 emp.)

**Reviewed Date:** September 10, 2025

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

Sage Intacct is a true cloud ERP solution, which means no heavy IT infrastructure is needed, Its multi-entity, multi-currency, and multi-book accounting features are excellent for companies operating in different geographies.
Automates accounts payable, receivables, consolidations, and recurring billing,
Real-time visibility into financial and operational data with customizable dashboards
The reporting is GAAP-compliant and trusted for audit readiness

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

The system is feature-rich, but that also means new users may find navigation and setup a bit overwhelming at first.
While reporting is powerful, building highly customized reports sometimes requires advanced knowledge or additional training.
Intacct is excellent for accounting and finance, but unlike full ERPs (like NetSuite), it doesn’t cover supply chain, manufacturing, or HR modules — so you often need integrations

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

Problem: Traditional accounting tools or spreadsheets create a lot of manual entries, reconciliation delays, and disconnected systems.

Benefit: Sage Intacct automates AP, AR, and consolidations, cutting down manual work and reducing errors, which means faster month-end close.

Problem: With legacy systems, leadership often waits weeks for reports, slowing decision-making.

Benefit: Intacct provides real-time dashboards and reports with drill-down capability, so finance and business leaders get instant insights to act quickly.

Problem: Global or multi-location companies struggle with consolidations, intercompany eliminations, and currency conversions.

Benefit: Sage Intacct handles multi-entity and multi-currency accounting seamlessly, saving hours or even days of manual consolidation work.

**Official Response from Brock Faucette:**

> This review is so thoughtful and thorough, it belongs in the Customer Reviews Hall of Fame! Thanks for sharing your insights, and I'll be sure to share your dislikes with our product team and other appropriate teams. 

  ### 29. Intaact is great!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Contracts J. | Grants and Contracts accountant, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 26, 2025

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

Intacct is a tool that’s easy to access from anywhere and keeps itself up to date automatically. It gives you snapshots of your finances in real time and lets you slice and dice your data by things like project, department, or location. It takes the headache out of manual accounting; automating tasks like billing, reconciliations, and close-outs and handles everything from multi-entity consolidation to different currencies without breaking a sweat.

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

Sage Intacct can feel like more than some teams bargained for—it’s pricier than simpler tools, and you often need help setting it up and learning the ropes.

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

I use Sage Intacct to simplify the juggle of grants and restricted funds, and it honestly makes my life easier. I can tie expenses directly to specific grants, flag what’s reimbursable, and really see how budgets are tracking in real time, which cuts down on end-of-quarter panic and audit prep. It keeps everything in one centralized system, so I’m not jumping through spreadsheets or lost in file folders, and I can run reports across grants even when their timelines don’t match our fiscal year

  ### 30. Real live feedback from Sage Intacct end user

**Rating:** 5.0/5.0 stars

**Reviewed by:** Michael R. | Accounts payable, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 21, 2025

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

What I like is how customizable the system is, which makes it easy to start and implement. The dashboard is clean and gives you a great snapshot of financials . I especially like how you can tailor it to show exactly what matters to your role or department.

The automation features are also a huge win. Routine tasks like billing, and journal entries are streamlined, which saves us hours every week. The multi-entity and multi-currency capabilities are another game-changer as it makes managing multiple companies under one system so much easier and far less error-prone than with other platforms I've used.

One more plus is the real-time reporting. You don’t have to wait for end-of-month to get visibility into performance. Being able to generate custom reports with just a few clicks is incredibly helpful, especially for quick decision-making. The application can be used 24/7 whenever we need it, any time is perfect.

The integration with other systems  is smooth, and their support team has always been responsive whenever we’ve needed help.

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

One thing I dislike about Sage Intacct is that the user interface can feel a bit outdated and unintuitive, especially for new users. Some of the navigation isn’t very streamlined, and it can take extra time to find what you need or complete tasks that should be simple. Also, certain customizations and reporting features, while powerful, often require advanced knowledge or support to use effectively. It’s a solid system overall, but definitely has a learning curve and could benefit from a more modern, user-friendly design.
I would love if some short tutorials were available and the Search Function could use a boost, The search feature gets the job done—if you know exactly what you're looking for. But if you’re even slightly off,  it acts like the record doesn’t exist.

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

For one, it centralizes all of our financial data, so instead of juggling spreadsheets or disconnected systems, we have a single source of truth for accounting, reporting. This has drastically improved accuracy and reduced manual errors.

The automation of recurring tasks—like journal entries, invoicing, and revenue recognition—has saved us a ton of time and freed up our team to focus on more strategic work instead of repetitive admin tasks.

One of the biggest benefits is also the real-time reporting and dashboards.

  ### 31. User Friendly

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** July 28, 2023

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

I like that it is user friendly and I also enjoy the Intacct community, I can typically find what I need in there and if not I can easily create a ticket.

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

I wish they would make more updates to the bank rec feature, when creating a rule it's very hard to make multiple bank items match multiple Intacct items even when marking them off myself.

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

We don't exactly have business problems, we just use Intacct for our accounting software.

**Official Response from Brock Faucette:**

> Thanks so much for your review. I can't wait to share your feedback with our Community manager, who'll be so pleased to hear you love this resource. I'll also share your feedback on how we could improve bank reconciliations. Thanks again!

  ### 32. User-Friendly, Seamless Setup for Accounting Needs

**Rating:** 5.0/5.0 stars

**Reviewed by:** Lilly V.

**Reviewed Date:** February 16, 2026

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

I like that Sage Intacct is user-friendly. I can find what I'm looking for by going into applications like company or cash management, general ledger, accounts payable, budget, and accounts receivable. All of these features are very user-friendly. Also, the initial setup of Sage Intacct was very simple for the team.

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

Finding things in certain areas could be improved, especially under company, and not having access to certain things. Learning more in Sage University.

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

I use Sage Intacct for accounting and finance transactions, solving compliance and accounting issues with features like balance sheets, income statements, and journal entries.

  ### 33. Intuitive and Flexible, Though Some Processes Feel Too Complicated

**Rating:** 3.5/5.0 stars

**Reviewed by:** LaShawnda F. | Accounting Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 26, 2026

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

It is intuitive.  Easy to use and has great storage capabilities.  I like that you can open multiple windows and copy and paste between windows.

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

Some processes are too complicated.  Adding a GL code through multiple modules.  The budgeting module is archaic.  The importing feature is cumbersome.

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

None that affect our business directly.

  ### 34. Useful API, but Documentation Needs Enhancements

**Rating:** 4.0/5.0 stars

**Reviewed by:** Johannes Jacobus H.

**Reviewed Date:** October 28, 2025

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

I've been using Sage Intacct primarily for integration tasks and appreciate its interface, once I became familiar with it. The system's provision of an API that allows me to write integrations without needing custom solutions, utilizing classic REST APIs, is extremely beneficial. I find the documentation regarding the REST API quite helpful, even though I would like it to include a full schema for easier model implementation. Sage Intacct's General Ledger module is particularly enjoyable to work with, providing a rewarding experience during my usage. Moreover, creating a Sage app and authenticating within Sage Intacct's ecosystem for API access has been notably useful. The GL Journal entry integration stands out, particularly because I can specify all the fields needed. Recently added example values have further enhanced my ability to work effectively. Finally, I appreciate the continued development and improvements in the REST API and its documentation, which make me inclined to recommend Sage Intacct to others.

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

I found the initial setup of Sage Intacct challenging, particularly due to the confusing user interface. There was a bit of a learning curve until I understood where everything was and how to navigate the system effectively. Additionally, I am frustrated by the lack of a complete JSON schema in the documentation for the REST API. Having such a schema readily available would greatly enhance usability and efficiency in creating integration models.

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

I use Sage Intacct's API for seamless integrations, allowing me to write efficient integration solutions without custom setups. Its General Ledger module is intuitive after initial use and aids in specifying fields precisely, enhancing my work's effectiveness.

  ### 35. Sage is Continuously Evolving to Save Us Time and Fit Our Unique Needs

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** January 27, 2026

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

Sage is constantly working to improve their product. We are impressed that the software continues to evolve to save us time and meet our unique needs. It integrates well with other systems that we use.

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

Our organization has found approval workflow options to be a bit limiting for the way that we structure budget ownership. The system is not as intuitive for our employee users as we would like.

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

Sage Intacct is streamlining many aspects of our Finances, including budgeting, reporting, payments, and approvals. Our team now spends less time trying to find data and more time analyzing it.

  ### 36. Sage 50’s basic elements and usefull factors

**Rating:** 5.0/5.0 stars

**Reviewed by:** Rahul D. | Account Clerk, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 13, 2025

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

This is excellent software for handling payroll, tracking income, managing invoicing, and keeping monthly records organized.

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

While Sage Intacct is a powerful accounting system overall, there are a few areas that could be improved. The user interface feels a bit outdated and not as intuitive as some modern cloud platforms, so it can take new users some time to get comfortable. Reporting is flexible, but building or customizing reports can be tricky without some technical knowledge. I’ve also noticed that performance sometimes slows down when working with large data sets or complex dimensions. Lastly, their customer support can be hit or miss — response times vary depending on the issue.
Overall, it’s a solid system once you get used to it, but there’s definitely room for improvement in usability and support.

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

Sage Intacct has made our accounting and financial processes much more efficient by automating tasks such as billing, reporting, and consolidations. This automation not only saves us significant time but also minimizes manual errors. Additionally, having real-time access to financial data greatly supports us in making quicker and more informed business decisions.

  ### 37. Reliable ERP cloud accounting software with good reports

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 18, 2025

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

Sage Intacct makes financial management much easier with its cloud-based system. I really like the customizable dashboards and detailed reporting, which give clear insights into financial performance. Its integration using API with other systems also makes workflows smooth and efficient.

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

Some reports require advanced customization, which can be challenging without additional training. The pricing might also be on the higher side for smaller businesses.

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

It reduces the need for spreadsheets, improves accuracy, and saves time during monthly closes. The strong reporting and real-time visibility into financial data help with better decision-making and overall efficiency.

  ### 38. Great Accounting Software

**Rating:** 4.5/5.0 stars

**Reviewed by:** Mitch J. | Controller, Enterprise (> 1000 emp.)

**Reviewed Date:** August 19, 2025

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

Our company has found the reporting in Sage Intacct to be far superior to any previous software we have used. Being able to create custom reports that are auto-generated and emailed to our team has saved us countless hours of running reports manually. Overall, Sage Intacct has streamlined several of our processes and saved us a lot of time.

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

This isn't a knock on Sage Intacct specifically, but there is a learning curve when implementing new software. We used the training videos extensively which helped our team, and we refer back to them often.

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

We have numerous reports that need to be ran weekly and sent to several different departments. Sage Intacct has allowed us to reduce the time it takes to generate and distribute reports. We have also seen time savings with bank reconciliations. Having bank feeds

  ### 39. Good Exposure for Accounting

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** August 22, 2025

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

What I like best about Sage Intacct is the way it combines strong financial management capabilities with automation and real-time reporting. The cloud-based system makes it easy to access information anytime, anywhere, and the dimensional reporting feature is especially powerful because it allows me to slice and analyze data across departments, projects, or locations without building complex spreadsheets. It really helps reduce manual work, improves accuracy, and gives management the insights they need to make faster, better decisions.

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

One area I find challenging with Sage Intacct is that the system can feel a bit complex for new users, especially when navigating through multiple modules or setting up custom reports. There’s a learning curve in the beginning, and sometimes even small configuration changes may require additional support. However, once you get familiar with it, the flexibility and reporting capabilities far outweigh that initial difficulty.

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

The benefit for me is that it saves a significant amount of time, reduces errors, and gives me more confidence in the accuracy of financial data. It also allows me to focus less on transactional work and more on analysis and decision support, which adds real value to the organization

  ### 40. A very user friendly and adjustable interface for reporting

**Rating:** 4.5/5.0 stars

**Reviewed by:** Luis B. | Staff Accountant, Mid-Market (51-1000 emp.)

**Reviewed Date:** September 26, 2025

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

The customer aging reports is quick and easy to pull. Adjusting the filters on the reports allows for multiple ways to display information. The filters and adjustment to the custom reports to filter by certain dimensions allows me to easily pull reports and make them often to meet specific reporting deadlines.

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

The fixed asset management was a bit difficult to understand however, the support was helpful in understanding the process and how to use the functions properly.

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

Depreciation schedules and properly keeping track of the assets purchased along with the aging for customers and vendors. It helps us keep track of our current liabilities monthly and our income of cash.

  ### 41. Empowers Growth with Real-Time Visibility and Advanced Automation

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** January 13, 2026

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

This solution provides real-time visibility and automates complex tasks such as multi-entity consolidation, which helps reduce manual effort and enhances reporting capabilities. It enables companies to scale efficiently, making it especially suitable for growing businesses that require advanced financial controls beyond what basic accounting software can offer.

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

The ease of use can be an issue at times. It might just be me, but I find it a bit complicated to use initially.

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

This has been instrumental in supporting our growing business and has enabled us to gain better financial control over the company.

  ### 42. Sage Stands Out

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** September 19, 2025

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

Sage Intacct is a robust cloud-based financial management solution that offers a wide range of user-friendly processes designed to simplify complex accounting tasks. One of its standout features is the intuitive user interface, which allows even non-financial users to quickly navigate through the system and execute tasks efficiently. The dashboard is highly customizable, providing users with real-time insights into key financial data, enabling better decision-making.

The solution supports multiple applications across various industries, making it highly versatile. Sage Intacct seamlessly integrates with a range of third-party tools, including Salesforce, ADP, and other enterprise systems, ensuring a smooth flow of data across different business functions. Its multi-entity and multi-currency capabilities make it an excellent choice for organizations with complex global operations. Users can easily manage multiple subsidiaries, currencies, and tax structures from a single platform, reducing the need for separate software solutions.

Moreover, Sage Intacct’s automation features help streamline workflows, reducing manual data entry and increasing accuracy. Users can automate routine tasks like invoicing, revenue recognition, and reporting, allowing finance teams to focus on more strategic initiatives. The solution also provides advanced analytics, offering deep insights into financial performance, which is crucial for businesses looking to optimize their financial operations.

In conclusion, Sage Intacct’s combination of user-friendly processes, flexibility, and powerful applications makes it an ideal solution for businesses of all sizes looking to modernize their financial management and improve operational efficiency.

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

While Sage Intacct offers many advantages, there are some drawbacks to consider. First, the platform may have a steep learning curve for users without prior accounting software experience. Despite its user-friendly interface, mastering the advanced features and workflows can require significant training time. Additionally, its pricing can be higher than some competing solutions, especially for smaller businesses, as it’s generally priced based on usage, modules, and customization options. Another potential disadvantage is that while Sage Intacct offers strong integrations, setting up these integrations with third-party applications can sometimes be complex and require additional IT support. Finally, although Sage Intacct is powerful, smaller organizations may find it overkill for their simpler needs, as it’s primarily designed for mid-market and larger enterprises.

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

Manual Accounting Processes

Problem: Manual bookkeeping and data entry are time-consuming and prone to human error.

How Sage Intacct Helps: Sage Intacct automates routine tasks like invoicing, revenue recognition, and reconciliations, reducing human error and freeing up time for more strategic financial activities.

  ### 43. User-Friendly, Feature-Rich, and Packed with Great Themes

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** February 10, 2026

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

User-friendly, with great themes and great features. Overall, it’s easy to use and offers a solid set of options.

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

The report writer is complex, and it takes multiple clicks to run the report I want.

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

Sage Intacct helps address challenges with manual workflows, inefficient reporting, and handling large volumes of transactions. Its automation, strong audit trails, and real-time financial reporting improve accuracy, save time during the month-end close, and make it easier to track, review, and analyze financial data.

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

**Rating:** 3.0/5.0 stars

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

**Reviewed Date:** September 16, 2025

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

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

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

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

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

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

  ### 45. Powerful for Nonprofits with Multi-Entity and Grant Needs—But Needs a UX Refresh

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** September 16, 2025

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

As an Accounting Manager in the nonprofit sector overseeing multiple staff and complex fund/grant tracking, Sage Intacct has been a game changer. The multi-entity capabilities are excellent, and the ability to tag transactions by dimensions (location, project, department, etc.) gives us clean reporting across properties and funding streams. Dashboards and performance cards allow me to monitor AR/AP, grants, and monthly close tasks in real time—super useful for managing a team. I also appreciate the automation tools like checklists, recurring JE templates, and smart rules/triggers that we use to keep processes tight. The fact that it integrates with ADP and has strong compliance/reporting features (e.g., SEFA prep, 401(k) oversight, etc.) has saved us a ton of time.

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

The user interface feels clunky at times, especially for newer staff. Navigation is not always intuitive, and too many clicks are required for common tasks. I’d also love to see better bulk editing options for things like vendor updates or report group management. Some features (like checklist audit trails and role-based dashboard controls) are more rigid than they should be. Also, while reporting is powerful, it can take a while to build exactly what you need unless you’re very experienced.

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

Sage Intacct has solved a number of pain points we used to face as a growing nonprofit managing complex funding sources, property acquisitions, and multi-department operations. It has drastically improved our ability to track and report on restricted vs. unrestricted funds, grants, HUD contracts, and property-specific financials—all in one place without relying on spreadsheets. The dimensional accounting allows us to easily slice financials by project, funder, and location, which is crucial for audit prep and board reporting. It’s also helped streamline our monthly close with tools like checklist templates, role-based dashboards, and recurring entries. As a manager, I benefit from real-time visibility into my team’s workload and deadlines, which helps me support them without micromanaging. Overall, it’s made our accounting more scalable, auditable, and efficient as we continue to grow.

  ### 46. 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.

  ### 47. 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. 

  ### 48. Sage Intacct is truly awesome—powerful, intuitive, and a game-changer for our accounting processes.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Gemmie A. | Billing Supervisor, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 23, 2025

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

As a cloud-based solution, Sage Intacct offers impressive speed and user-friendly simplicity. It provides a comprehensive range of features that meet all our needs without feeling overwhelming. Its intuitive interface makes onboarding and training new staff straightforward, significantly reducing the learning curve. Thanks to its ease of use, our month-end close process has become smoother and more efficient than ever.

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

One drawback we've encountered with Sage Intacct is that the permissions system can be quite complex and difficult to navigate. This often leads to challenges when training new staff, as it can be confusing to set up and understand the appropriate access levels. As a result, it sometimes slows down the onboarding process and requires extra time to ensure everyone has the right permissions to perform their tasks effectively.

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

Sage Intacct has significantly streamlined our accounts payable process, providing us with better control and visibility over our bills. Its automated workflows and real-time tracking ensure that all invoices are processed efficiently, reducing the risk of missed payments. As a result, we can confidently pay all bills on time, maintaining strong vendor relationships and avoiding late fees. The system's user-friendly interface and clear notifications have made managing our accounts payable much more straightforward and reliable.

  ### 49. Fast, Intuitive, and Effortlessly Customizable

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** October 22, 2025

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

I appreciate how quickly it operates and how simple it is to adjust the parameters for whatever I need. The interface is intuitive and user-friendly, which really makes things easier for me. I don't have to use it too often, but when I do, I am surprised by how smoothly it runs and can really see the benefit of this program over Sage100.

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

The only thing would be how different it is from the past Sage 100 product we used. So, it was somewhat like learning a whole new process. Thankfully it wasn't too difficult to grasp.

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

It's helping me see exactly what is being spent on a job-to-job basis at a very quick rate. It used to be very time consuming to complete the same tasks.

  ### 50. Very good

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** September 03, 2025

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

Firts how much time it saves through automation. Tasks that used to take hours like invoice processing or generating reports are now done in minutes. Plus, the realtime visibility into financial data makes it easier to catch issues early and make informed decisions. It’s definitely made my work more efficient and less stressful.

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

One thing I dislike about Sage Intacct is that some of the navigation can feel a bit unintuitive at first. It takes time to get used to where everything is, especially when switching between modules. Also, certain customizations require admin access or support, which can slow things down. But once you get the hang of it, it’s a powerful tool.

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

Sage Intacct is helping solve a lot of the manual workload and inefficiencies we used to face in Accounts Payable. Processing invoices is much faster now thanks to automation and smart workflows. It reduces errors, helps us stay on top of due dates, and gives us better visibility into vendor balances and approvals. That’s made my day today work smoother and has freed up time to focus on more strategic tasks.

**Official Response from Brock Faucette:**

> Thanks for your glowing review. We truly appreciate getting this feedback.


## 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=1682677&qs=pros-and-cons&section=pricing&secure%5Bexpires_at%5D=2026-08-14+23%3A17%3A04+-0500&secure%5Bsession_id%5D=80dd4c11-91e0-47a1-93f6-1c2c81134250&secure%5Btoken%5D=0e1512a4dc1eabe61867805e1154a9b0caf443c9f84d6f88fad8598e2a217493&format=llm_user)
## Sage Intacct Integrations
  - [AccessPay Platform](https://www.g2.com/products/accesspay-platform/reviews)
  - [ADP Workforce Now](https://www.g2.com/products/adp-workforce-now/reviews)
  - [Advisor Websites](https://www.g2.com/products/advisor-websites/reviews)
  - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)
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  - [APS](https://www.g2.com/products/aps-aps/reviews)
  - [Avalara](https://www.g2.com/products/avalara/reviews)
  - [Avid](https://www.g2.com/products/avid/reviews)
  - [AvidXchange](https://www.g2.com/products/avidxchange/reviews)
  - [AXIS](https://www.g2.com/products/moody-s-analytics-axis/reviews)
  - [BILL AP/AR](https://www.g2.com/products/bill-ap-ar/reviews)
  - [BILL Spend &amp; Expense (Formerly Divvy)](https://www.g2.com/products/bill-spend-expense-formerly-divvy/reviews)
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  - [BriteCore](https://www.g2.com/products/britecore/reviews)
  - [BuildOps](https://www.g2.com/products/buildops/reviews)
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  - [Emburse Spend (formerly Abacus)](https://www.g2.com/products/emburse-spend-formerly-abacus/reviews)
  - [Envi](https://www.g2.com/products/envi/reviews)
  - [Expensify](https://www.g2.com/products/expensify/reviews)
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  - [hh2](https://www.g2.com/products/hh2/reviews)
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  - [Kantata Professional Services Automation (formerly Mavenlink+ Kimble)](https://www.g2.com/products/kantata-professional-services-automation-formerly-mavenlink-kimble/reviews)
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  - [Lucanet](https://www.g2.com/products/lucanet/reviews)
  - [MarginEdge](https://www.g2.com/products/marginedge/reviews)
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  - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews)
  - [MineralTree](https://www.g2.com/products/mineraltree/reviews)
  - [Mode](https://www.g2.com/products/mode-mode/reviews)
  - [Namely](https://www.g2.com/products/namely/reviews)
  - [No-IP Remote Access](https://www.g2.com/products/no-ip-remote-access/reviews)
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  - [Paylocity](https://www.g2.com/products/paylocity/reviews)
  - [Payworks](https://www.g2.com/products/payworks/reviews)
  - [Payworks](https://www.g2.com/products/payworks-inc-payworks/reviews)
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  - [Planful](https://www.g2.com/products/planful/reviews)
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  - [Quadient Accounts Payable](https://www.g2.com/products/quadient-accounts-payable/reviews)
  - [Quickbase](https://www.g2.com/products/quickbase/reviews)
  - [QuickBooks Desktop Pro](https://www.g2.com/products/quickbooks-desktop-pro/reviews)
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  - [Sage Expense Management](https://www.g2.com/products/sage-expense-management/reviews)
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  - [Salesforce Partner Cloud (formerly Salesforce PRM)](https://www.g2.com/products/salesforce-partner-cloud-formerly-salesforce-prm/reviews)
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  - [SAP ECC](https://www.g2.com/products/sap-ecc/reviews)
  - [Service Fusion](https://www.g2.com/products/service-fusion/reviews)
  - [ServiceTitan](https://www.g2.com/products/servicetitan/reviews)
  - [ServiceTrade](https://www.g2.com/products/servicetrade/reviews)
  - [SharePoint Integration](https://www.g2.com/products/sharepoint-integration/reviews)
  - [Sigma](https://www.g2.com/products/sigma-computing-sigma/reviews)
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  - [Solver](https://www.g2.com/products/solver/reviews)
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  - [Uptick](https://www.g2.com/products/uptick-g2/reviews)
  - [Velixo](https://www.g2.com/products/velixo/reviews)
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  - [Vendor Payments by MineralTree](https://www.g2.com/products/vendor-payments-by-mineraltree/reviews)
  - [Versapay](https://www.g2.com/products/versapay/reviews)
  - [Webexpenses](https://www.g2.com/products/signifo-webexpenses/reviews)
  - [WooCommerce](https://www.g2.com/products/woocommerce/reviews)
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  - [Zebra Print](https://www.g2.com/products/zebra-print/reviews)
  - [Zebra WMS](https://www.g2.com/products/zebra-wms/reviews)
  - [Zoho Expense](https://www.g2.com/products/zoho-expense/reviews)

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

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

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

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

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

**Billing**
- Automation
- Consolidation
- Adjustments

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

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

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

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

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

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

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

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

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

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

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

**Dunning**
- Collections

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

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

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

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

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

**Integrations**
- Accounting
- ERP
- CPM

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

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

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

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

**Analytics**
- Due Dates
- KPIs

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

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

**Pricing**
- Standard Price
- Discounts

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

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

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

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

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

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

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

**Workflows**
- Approvals
- Bank Reconciliation

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

**Risk**
- Analysis
- Identification
- Scoring

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

**Recovery**
- Recoup
- Reporting

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

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

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

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

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

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

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

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

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