---
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'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. Robust Multi-Entity Support with Seamless User Management

**Rating:** 4.5/5.0 stars

**Reviewed by:** Mikail S. | Software Implementation Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** September 09, 2023

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

I like how Sage Intacct provides a multi-entity friendly environment, which is a huge advantage for our complex multi-entity organization. The ability to migrate clients from QuickBooks to Sage Intacct saves us time and enhances efficiency with more robust reporting capabilities, especially in multi-entity scenarios. The out-of-the-box financial reports are impressive and surpass the legacy systems our clients previously used. Plus, Sage Intacct allows us to use the interactive custom report writer and visual explorer to tailor data displays within our environment. The implementation is fairly seamless given the platform's robustness, and managing user access is easy. It also allows us to get granular with client-specific access rights, which is very convenient.

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

I would like to see them continue on the AI front. Right now, there needs to be more AI built directly into the system that you interact with in order to keep up with its competitors. The ability to use agentic AI and communicate directly with an AI agent in terms of updating information or even report building just by having a conversation explaining what you want to see within the system.

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

I find Sage Intacct solves complex multi-entity organization issues for me, offers me more robust reporting capabilities, and is a huge time efficiency saver.

**Official Response from Bethany  McDermott:**

> Thank you for your insightful review! We're delighted to hear that Sage Intacct enhances your experience as an accountant and product implementation specialist. We appreciate your feedback on pricing for startups and feedback internally. It's great to know that our integration capabilities help your clients maintain their favorite automation tools while allowing for growth. Thank you for choosing Sage Intacct!

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

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** March 10, 2025

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

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

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

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

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

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

  ### 3. My time using Sage Intacct

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** April 25, 2023

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

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

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

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

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

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

  ### 4. 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!

  ### 5. 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.

  ### 6. Best Accounting Tool ever.

**Rating:** 4.0/5.0 stars

**Reviewed by:** aditya b. | Senior Accountant, Enterprise (> 1000 emp.)

**Reviewed Date:** March 21, 2022

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

It includes useful new features such as automated payment setup for wire transfers. This has significantly reduced the time spent on manual payment processing, as we can now directly generate the bank file and upload it to the bank portal. Overall, this feature is very helpful.

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

It would be better to have a field that allows adding multiple bank details. We often receive requests to transfer certain payments to a secondary bank account. Currently, to process such payments, we need to change the existing bank details, which is not ideal.

**Recommendations to others considering Sage Intacct:**

BTerrell SmartEFT for Sage Intacct is a great add-on to save AP payment processing time.

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

We specifically use it for consolidation, Accounts payable & time and expense reporting coupled with Basware and Blackline. AP payment add-on tools like CST and Betreel SmartEFT is a great way to automate and save time.

  ### 7. Empowers Reporting & Process

**Rating:** 4.0/5.0 stars

**Reviewed by:** Angus S. | Solutions Consultant, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 25, 2026

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

I really like the custom dashboards and report automation features of Sage Intacct. The report automation is great because it creates repeatable workflows, cutting down on the need for human input. This means our accounts teams don't have to generate reports every week and email them out, and we don't waste user licenses on people who only run reports. The dashboards are also a big plus as they offer quick visuals and allow for drillability without the need for endless report running.

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

I don't like that Sage Intacct is too Americanized. Language and accounting terms in some areas of the program are very USA-centric and not relevant to the rest of the world market.

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

Sage Intacct automates slow manual reporting, enhances approvals, and supports custom workflows and multi-entity setups. Report automation cuts down on human input and resource needs. Dashboards provide quick visuals and drillability without running endless reports.

  ### 8. 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.

  ### 9. Cloud Flexibility with Integration Challenges

**Rating:** 3.5/5.0 stars

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

**Reviewed Date:** April 29, 2025

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

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

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

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

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

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

  ### 10. Customizable, Intuitive Reporting—But Integration Gaps with e3

**Rating:** 3.5/5.0 stars

**Reviewed by:** Bob C. | Accounting Specialist - Grants Management, Enterprise (> 1000 emp.)

**Reviewed Date:** February 05, 2026

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

AP/AR/GL reports all in the same place. I love how SAGE is customizable to create different fields to capture specific company data. Also, Sage is such an easy interface to use - quick and intuitive.

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

Intacct does not talk to our other system (e3) and can be frustrating trying to match numbers between Sage and e3. Also, the OTPS items don't show the vendor description on the main page of the GL reports - we need this changed asap.

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

Sage is solving our company using paper backup (for AP items0. Having electronic copies of everything is saving us time and resources.

  ### 11. Easy Multi-Company Access in One Login

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** February 09, 2026

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

I like that all the different companies are in the one login and can all be accessed quickly, it's really easy to view information for each company

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

I'm not the biggest fan of the reports so far, they don't seem very user friendly and in my opinion there are too many options for views and some of the essential things are missing, eg, being able to see the entity an invoice is posted to without having to open up the invoice, it would be good to see on the front page

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

A big problem for us was how long it was taking to run reports in sage 50 and how long it took to go between sage for different companies, this has been made a lot easier and has saved us so much time

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

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** February 28, 2024

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

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

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

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

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

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

  ### 13. 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.

  ### 14. Its a  Amazing software

**Rating:** 5.0/5.0 stars

**Reviewed by:** Priya R. | Accounting specialist, Enterprise (> 1000 emp.)

**Reviewed Date:** October 03, 2024

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

Sage Intacct is very helpful for those of us in accounting; it makes our work easy to use, quick to implement, and very easy to contact with Customer Support, which provides a wide range of capabilities and frequent integration.

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

Sometimes it takes a bit for the details to show up in Intacct, which makes it quite slow. For certain vendors, the view option may not always be displayed. It's frequency of use for the employee to get records for reconciliation

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

It helps in the recording of business data, which is fantastic and highly beneficial for us. It also helps to know the vendor specifics.

**Official Response from Bethany  McDermott:**

> Hi Priya, thank you for leaving a review for Sage Intacct. We're thrilled to hear that Sage Intacct is helpful for your accounting needs. We apologize for any inconvenience caused by the speed and are committed to improving the experience for our customers. 

I would like to invite you to join our customer advocacy program to connect more on your experience. Plus, you can access exclusive events, content and unlock Sage rewards.

Please use this link: https://na.sagechampions.com/join/IntacctNAG2Reply to join!

Thanks,

Bethany McDermott

Sage Customer Marketing Manager - Reviews





  ### 15. 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.

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

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** January 27, 2026

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

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

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

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

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

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

  ### 17. 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. 

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

**Rating:** 4.0/5.0 stars

**Reviewed by:** IRINA L.

**Reviewed Date:** November 13, 2025

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

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

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

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

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

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

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

**Rating:** 5.0/5.0 stars

**Reviewed by:** Leslie O.

**Reviewed Date:** November 11, 2025

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

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

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

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

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

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

  ### 20. 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.

  ### 21. 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!

  ### 22. Love the information, not so much the reporting

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** June 30, 2025

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

The level of information available in real time to our leadership is awesome.  We are seeing things in the details that were simply hidden away in our old chart of accounts and accounting software.

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

Hard to know who to talk to about problems

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

Getting us out of the spreadsheet world and providing us with real time information that we could not see before.

  ### 23. Powerful, Personalized Accounting with Seamless Third-Party Integrations

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** January 21, 2026

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

Functionality and the personalization to fit your business and accounting needs is great, very easy to get started and become an expert, can connect to numerous third party applications to allow seamless flow of data, haven't even had to utilize customer support as have not had any major issues, use it every day and I enjoy working within the application and finding new ways to improve my processes

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

Certain features may be buried within the different modules and sometimes hard to find, the journal entry import and importing information in general can sometimes be tricky to get it to work properly

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

Handles all accounting and financial reporting functions for our Company

  ### 24. 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.

  ### 25. Boosts Efficiency with Timesheet Tracking

**Rating:** 4.0/5.0 stars

**Reviewed by:** Morgan W.

**Reviewed Date:** October 31, 2025

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

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

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

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

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

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

  ### 26. Two years with Intacct

**Rating:** 3.5/5.0 stars

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

**Reviewed Date:** February 27, 2024

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

The ease of searching for data and reporting.

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

I wish there was better accounts payable approval flow.

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

Less time enter manual GL entries.

  ### 27. Massive upgrade from Sage 50 and so more indepth

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** November 27, 2024

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

The fact you can dig in to every part of the transactions, on review of a channel analysis for example, you can dig into all the postings making up the relevent costs and even go down to the invoices posted and get a copy of them all digitally. Moving from Sage 50 to Intacct has been a massive improvement for us and speeds things up massively.

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

The isn't a step back button, if you look at something and then want to go back to the general review process you have to go back to the begining and start again, to be able to tab back would be a big help.

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

Having all the information in one program, being able to pull invoices straight from the system is a game changer for us.

**Official Response from Bethany  McDermott:**

> Thank you for your detailed review! We're thrilled to hear that moving from Sage 50 to Sage Intacct has been a massive improvement for you and that the ability to dig into transactions has sped things up. We appreciate your feedback on the need for a step-back button and will take it into consideration. It's great to know that having all information in one program is a game changer for you.

Bethany McDermott - Customer Marketing Manager at Sage

  ### 28. Fantastic Product

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** February 28, 2024

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

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

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

AP approvals should be allowable by more than one person

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

automation

  ### 29. 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.

  ### 30. 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.

  ### 31. Intacct Review

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** September 30, 2025

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

reports can be customized for exact needs and specifications

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

i wish there was a way to download multiple invoices at once, additionally, reports can take up to 5 minutes to run which affects the workflow

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

intacct is helping keep our company books organized and clean and helps maintain proper accounting principles

  ### 32. Sage Intacct Review

**Rating:** 4.0/5.0 stars

**Reviewed by:** Makayla R. | Finance Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 13, 2025

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

My favorite aspect of Intacct is the real time reporting and the availability customizable dashboards. 

I came from a very old and outdated accounting system, so the amount of features that are easy to use has been great for our company!

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

I dislike some of the reporting features, mostly when it comes to exporting for numerous individual locations. I feel this could be more seamless and user friendly.

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

A big problem we had in the past is the inability to audit certain entries, and that is no long an issue with Intacct.

Also, certain reporting we did not have in past is now taken care of by Intacct (i.e. aging reports and the like)

  ### 33. 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.

  ### 34. Sage New Customer

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** February 29, 2024

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

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

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

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

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

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

**Official Response from Gill Symington:**

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

I would like to invite you / your co-workers to join Sage Champions, our customer advocacy program - please copy this link:

https://na.sagechampions.com/join/IntacctNAG2Reply

Gill Symington

Sage Global Customer Advocacy Director

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

**Rating:** 4.5/5.0 stars

**Reviewed by:** Ravichandran N.

**Reviewed Date:** January 29, 2026

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

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

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

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

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

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

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

**Rating:** 3.0/5.0 stars

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

**Reviewed Date:** November 17, 2023

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

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

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

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

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

Smooth accounting process with nice consolidated financials.

**Official Response from Gill Symington:**

> Thank you for your feedback on Sage Intacct! We're glad to hear that you find our accounting system to be great and that the consolidated financials feature is a big advantage for you. We understand your frustration with the reporting capabilities and the additional subscriptions required for the new reporting tools.

We apologize for any inconvenience this may have caused. We are constantly working to improve our software and appreciate your feedback. We will pass along your concerns to our development team for further consideration.

In the meantime, we would be happy to assist you in any way we can. If you have any specific reporting needs or if there is anything else we can do to enhance your experience with Sage Intacct, please let us know. We value your business and want to ensure your satisfaction.

Gill Symington
Sage Global Customer Advocacy Director 

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

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** October 18, 2023

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

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

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

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

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

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

**Official Response from Gill Symington:**

> Thank you for sharing your positive experience with Sage Intacct Aditi! We're glad to hear that you find the advanced modules, integration capabilities, and regular upgrades valuable. We appreciate your feedback and are committed to continuously improving our product and support.

I would like to connect and find out more, by inviting you yo join Sage Champions, our customer advocacy program - please use this link: https://na.sagechampions.com/join/IntacctNAG2Reply 

Gill Symington
Sage Global Customer Advocacy Director


  ### 38. Brilliant solution!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Rob C. | Group Head of Finance, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 27, 2024

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

Usability of Sage intacct is very good and it's easy to navagate. Running a consolidation is also very slick and makes life very each to produce a consol and make last minute adjustments.
Also like the new supplier changes approval functionality

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

Would say at times it can be more catered for the US vs the UK and credit notes can be awkward but on the whole it's a very good solution.

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

Helps us track spend acurately by producing user friendly accurate reports. Also significantly improves our month end close timetable vs our previous solution. Lastly, reduces our reliance on excel and improves accuracy.

**Official Response from Bethany  McDermott:**

> Thank you, Rob, for your detailed review! We're thrilled to hear that you find Sage Intacct's usability and consolidation features beneficial. We appreciate your feedback on the regional differences and credit notes, and we'll take it into consideration. It's great to know that our solution is helping you track spend accurately and improve your month-end close timetable.

Bethany McDermott - Customer Marketing Manager at Sage

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

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** September 25, 2025

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

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

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

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

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

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

  ### 40. User friendly accounting tool

**Rating:** 3.5/5.0 stars

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

**Reviewed Date:** April 11, 2022

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

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

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

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

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

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

  ### 41. Intacct 2026 review

**Rating:** 3.0/5.0 stars

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

**Reviewed Date:** June 20, 2023

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

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

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

The response is the same from the last review.

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

I can't think of any.

  ### 42. 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.

  ### 43. User-Friendly Interface with Excellent On-Page Support

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** November 12, 2025

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

I like how user friendly it is. I also like that if you have any issues or questions you can click and get help for that page you're on specifically.

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

I dislike the AP automation. I feel like it can be better with how it imports the information from the invoices. It does not use prior history to put in account information, and it will not pull in correct amounts and vendor names for all invoices that we import. I also wish there was an AR automation and easy way to import AR invoices from POs.

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

It's helped us become more efficient in billing and AR. I feel like they are heading in the right direction with AP automation as well.

  ### 44. 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.

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

**Rating:** 5.0/5.0 stars

**Reviewed by:** Joseph I.

**Reviewed Date:** January 27, 2026

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

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

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

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

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

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

  ### 46. Intuitive, Easy-to-Use, and Effective with a few flaws

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** June 26, 2025

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

I like that the interface is very user-friendly and intuitive. All of the areas of Accounting are compartmentalized in their own modules. Sage University is an excellent tool to learn the software. It also allows for a high degree of customization.

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

I don't like that when entering an invoice in the AP module, there is a field for Date and GL Posting Date. While the content in Sage University is great, the platform itself is very clunky and frustrating to use. It is very annoying that you cannot save a journal entry in the middle of processing it unless the debits and credits balance. It is also annoying whenever I get timed out and logged off immediately.

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

Sage Intacct makes the process of paying bills and printing checks very simple. In past jobs when I was using other accounting software, it took much longer for me to process payments than it does now.

  ### 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. Efficient and Customizable, with Room for Process Flexibility

**Rating:** 5.0/5.0 stars

**Reviewed by:** Mercedes L. | Project Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 18, 2025

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

Once you get the hang of Sage Intacct, the system becomes much easier to navigate. The layout is logical, and many of the day-to-day processes become second nature fairly quickly. It’s a robust system that offers strong reporting capabilities, flexible modules, and good customization for accounting and finance teams. The ability to track transactions across multiple dimensions is also incredibly useful.

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

There are times when the system doesn’t align perfectly with our internal controls or business processes. While Sage Intacct is very capable, we’ve occasionally had to create manual workarounds when the platform couldn’t accommodate certain workflows out of the box. It would be great if the system allowed for more flexibility without the need for those extra steps. That said, we’ve always been able to find a way to make it work.

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

Like many ERP systems, there’s a learning curve, but it pays off in long-term efficiency. The platform is well-suited for growing companies that need more than just basic accounting features, and the support resources are generally helpful when issues arise.

  ### 49. Powerful and User-Friendly Accounting Solution

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** March 11, 2025

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

I like that Sage Intacct is fairly easy to use but also powerful. I find the reporting tools to offer ease of use with accurate reporting. I also appreciate the features like General Ledger and Bank Reconciliation.

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

The reporting features aren't as detailed as I'd like. I would also like to be able to customize reports to export.

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

I find Sage Intacct offers ease of use with reporting and ensures accurate reporting.

  ### 50. streamlined our financial processes

**Rating:** 5.0/5.0 stars

**Reviewed by:** Katie P. | CEO, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 26, 2025

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

Sage is a great accounting software that has streamlined our financial processes. One of the best features is the ability for me and a board member to have dual approval, which ensures proper oversight and accountability. It also saves valuable time by eliminating the need to approve invoices and physically sign checks. Once I approve an invoice, staff can easily make payments electronically through Bill.com, making the entire workflow more efficient and secure.

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

The one drawback is that Sage does not have a mobile app. This makes it difficult to approve bills from a smartphone, which would otherwise be very convenient when working remotely or on the go.

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

It has streamlined our financial processes.


## 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=1684696&qs=pros-and-cons&section=pricing&secure%5Bexpires_at%5D=2026-08-14+22%3A23%3A48+-0500&secure%5Bsession_id%5D=b62645e8-0d76-44bf-b316-60da87878502&secure%5Btoken%5D=13c9c6efdc4340acdebc0ddfd358ae22d49b1820816e0c613c81a5c250f82c58&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)
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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 & Expense (Formerly Divvy)](https://www.g2.com/products/bill-spend-expense-formerly-divvy/reviews)
  - [BlackLine Financial Close Management](https://www.g2.com/products/blackline-blackline-financial-close-management/reviews)
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  - [briq](https://www.g2.com/products/briq-briq/reviews)
  - [BriteCore](https://www.g2.com/products/britecore/reviews)
  - [BuildOps](https://www.g2.com/products/buildops/reviews)
  - [Chargebee](https://www.g2.com/products/chargebee/reviews)
  - [Cherry](https://www.g2.com/products/cherry-cherry/reviews)
  - [Claude](https://www.g2.com/products/claude-2025-12-11/reviews)
  - [ConnectBooster](https://www.g2.com/products/connectbooster/reviews)
  - [ConnectWise Automate](https://www.g2.com/products/connectwise-automate/reviews)
  - [Coupa](https://www.g2.com/products/coupa-software-coupa/reviews)
  - [Cube](https://www.g2.com/products/cube-2025-12-17/reviews)
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  - [Domo](https://www.g2.com/products/domo/reviews)
  - [DonorDirect Studio Enterprise](https://www.g2.com/products/donordirect-studio-enterprise/reviews)
  - [EAS Expense Allocation System](https://www.g2.com/products/eas-expense-allocation-system/reviews)
  - [Emburse Expense Professional (formerly Certify Expense)](https://www.g2.com/products/emburse-expense-professional-formerly-certify-expense/reviews)
  - [Emburse Nexonia](https://www.g2.com/products/emburse-nexonia/reviews)
  - [Emburse Spend (formerly Abacus)](https://www.g2.com/products/emburse-spend-formerly-abacus/reviews)
  - [Envi](https://www.g2.com/products/envi/reviews)
  - [Expensify](https://www.g2.com/products/expensify/reviews)
  - [FieldRoutes, a ServiceTitan company](https://www.g2.com/products/fieldroutes-a-servicetitan-company/reviews)
  - [hh2](https://www.g2.com/products/hh2/reviews)
  - [Insights](https://www.g2.com/products/insights-formerly-opaconnect-ae-insights/reviews)
  - [Invoice2go from BILL](https://www.g2.com/products/invoice2go-from-bill/reviews)
  - [Jira](https://www.g2.com/products/jira/reviews)
  - [Kantata Professional Services Automation (formerly Mavenlink+ Kimble)](https://www.g2.com/products/kantata-professional-services-automation-formerly-mavenlink-kimble/reviews)
  - [Kissflow](https://www.g2.com/products/kissflow/reviews)
  - [Limelight](https://www.g2.com/products/limelight-2022-12-19/reviews)
  - [LiSA](https://www.g2.com/products/lisa-lisa/reviews)
  - [Lucanet](https://www.g2.com/products/lucanet/reviews)
  - [MarginEdge](https://www.g2.com/products/marginedge/reviews)
  - [MarketMan](https://www.g2.com/products/marketman/reviews)
  - [Martus](https://www.g2.com/products/martus/reviews)
  - [Matrix42 FastViewer](https://www.g2.com/products/matrix42-fastviewer/reviews)
  - [mCase](https://www.g2.com/products/mcase/reviews)
  - [MHC Software](https://www.g2.com/products/mhc-software/reviews)
  - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews)
  - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews)
  - [MineralTree](https://www.g2.com/products/mineraltree/reviews)
  - [Mode](https://www.g2.com/products/mode-mode/reviews)
  - [Namely](https://www.g2.com/products/namely/reviews)
  - [No-IP Remote Access](https://www.g2.com/products/no-ip-remote-access/reviews)
  - [Orderwise](https://www.g2.com/products/orderwise/reviews)
  - [Ottimate](https://www.g2.com/products/ottimate/reviews)
  - [PaperLess](https://www.g2.com/products/paperless-software-paperless/reviews)
  - [Paychex](https://www.g2.com/products/paychex/reviews)
  - [Paycom](https://www.g2.com/products/paycom/reviews)
  - [Paylocity](https://www.g2.com/products/paylocity/reviews)
  - [Payworks](https://www.g2.com/products/payworks/reviews)
  - [Payworks](https://www.g2.com/products/payworks-inc-payworks/reviews)
  - [Pigment](https://www.g2.com/products/pigment-2024-01-19/reviews)
  - [Planful](https://www.g2.com/products/planful/reviews)
  - [Plotbox](https://www.g2.com/products/plotbox/reviews)
  - [Procim](https://www.g2.com/products/procim/reviews)
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  - [Push Operations](https://www.g2.com/products/push-operations/reviews)
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  - [Quadient](https://www.g2.com/products/quadient-quadient/reviews)
  - [Quadient Accounts Payable](https://www.g2.com/products/quadient-accounts-payable/reviews)
  - [Quickbase](https://www.g2.com/products/quickbase/reviews)
  - [QuickBooks Desktop Pro](https://www.g2.com/products/quickbooks-desktop-pro/reviews)
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  - [Sage Expense Management](https://www.g2.com/products/sage-expense-management/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)
  - [Snowflake](https://www.g2.com/products/snowflake/reviews)
  - [Solver](https://www.g2.com/products/solver/reviews)
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  - [Versapay](https://www.g2.com/products/versapay/reviews)
  - [Webexpenses](https://www.g2.com/products/signifo-webexpenses/reviews)
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  - [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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