---
title: Sage Intacct Reviews
meta_title: 3000+ Reviews from the Sage Intacct Community
meta_description: Read what the Sage Intacct community has to say about different
  features, use cases, and pricing models.
aggregate_rating:
  rating_value: 4.3
  review_count: 4434
  scale: '5'
date_modified: '2026-08-14'
parent_category:
  name: Accounting & Finance
  url: https://www.g2.com/categories/accounting-finance
---


# Sage Intacct Reviews
**Vendor:** Sage Software  
**Category:** [Accounting Software](https://www.g2.com/categories/accounting)  
**Average Rating:** 4.3/5.0  
**Total Reviews:** 4,434
## About Sage Intacct
Sage Intacct is the flexible and scalable financial platform that delivers deep accounting capabilities to thousands of businesses across the world. Sage Intacct delivers an array of core accounting applications such as a general ledger, accounts payable, accounts receivable, cash management, and order management to any accounting department or finance team. It also supports functionality for built-in dashboards, real time reporting, time and expense management, project accounting, revenue management, and global consolidations for multiple entities. The software can be used in a wide variety of industries as a horizontal accounting system, but also delivers specialized features for the following industries: Nonprofit, Software and SaaS, Professional Services, Financial Services, Healthcare, Hospitality, Wholesale Distribution, Construction and Real Estate.



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

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

**What users dislike:**

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

## Sage Intacct Reviews
  ### 1. 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.

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

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** November 03, 2025

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

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

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

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

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

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

  ### 3. Private Equity Fund Accounting Director

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** May 03, 2023

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

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

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

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

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

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

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

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** February 25, 2026

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

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

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

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

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

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

  ### 5. 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.

  ### 6. Organized and Efficient Invoicing

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** February 09, 2026

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

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

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

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

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

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

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

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** February 06, 2026

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

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

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

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

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

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

  ### 8. Enjoying using this software, this is a marked improvment over 300

**Rating:** 4.5/5.0 stars

**Reviewed by:** Martha B. | Accountant/Medical Billing, Mid-Market (51-1000 emp.)

**Reviewed Date:** September 29, 2025

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

The Duplicate Button is the best feature!

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

Accounts payable manual payment closes after each entry which is a little annoying

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

Easy editing of records, good audit trail

  ### 9. 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.

  ### 10. 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.

  ### 11. Complex UI Hampers Usability

**Rating:** 1.0/5.0 stars

**Reviewed by:** Devan M.

**Reviewed Date:** February 03, 2026

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

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

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

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

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

Sage Intacct allows us to track our project finances.

  ### 12. 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.

  ### 13. Vendor card attachments

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** February 16, 2026

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

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

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

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

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

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

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

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** May 12, 2022

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

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

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

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

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

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

  ### 15. 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.

  ### 16. 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.

  ### 17. 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.

  ### 18. 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

  ### 19. it is very useful for the reference, process and all the details of client as well as vendor.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Merlin S. | Accounting specialist, Enterprise (> 1000 emp.)

**Reviewed Date:** January 02, 2025

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

we can understand details mentioned.
 Details of the vendor are really useful while we are processing.

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

at a time only one client can be opened.

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

when we process the Bill , we can correctly take the GL coding that is updated in Intacct and By evaluating the aging report we will able to pay the bills on time.

  ### 20. 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.

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

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** October 13, 2025

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

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

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

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

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

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

  ### 22. 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.

  ### 23. Accounting software

**Rating:** 4.0/5.0 stars

**Reviewed by:** Ganesh K. | Team Lead Finance, Enterprise (> 1000 emp.)

**Reviewed Date:** April 07, 2022

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

Sage is incorporating AI in the AP module which is useful for making payments, vendor creation and tracking. 

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

The community access needs to be given to all users in the organization.

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

I've been using it for AP, time and expenses, AR, and reconciliation. It is good even for consolidation. It saves me time by not requiring to type each and every item.

  ### 24. User-Friendly Cloud Storage, But Approval Changes Frustrating

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** October 30, 2025

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

The cloud storage service offers a very user-friendly interface, making it easy to navigate and manage my files.

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

Paul Davis recently introduced an approval process for manual GJs in Sage, which has altered our workflow. Now, we are no longer able to post GJs directly to the GL; instead, they are only posted after approved in Sage. I would prefer to have the ability to post GJs to the GL first and then send them for approval. This new process flow is slowing down monthly close activities, including account reconciliations.

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

Overall Sage helped our team close books faster than using prior system.

  ### 25. New user - so far so good!

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** October 08, 2025

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

It is very user friendly and seems to be very comprehensive, I like that I can drill into reports within the system and cut data in different ways on screen without having to manually intervene (Excel!)

Admittedly I could do with some further training to get the full benefits, the Sage help and University has been great though to get me up and running!

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

The only downside I've encountered so far is that I can't open multiple browser tabs when trying to look into details. Whenever I try to open a new tab, it just displays a blocked message. This forces me to navigate everything on a single page and try to remember my original spot, which can be quite frustrating.

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

It allows me to rely more on the system/software and reduce the amount of manual input/intervention which gives confidence and reduces the opportunity for errors - particularly with more junior members of the team!

  ### 26. 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

  ### 27. 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.

  ### 28. 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.

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

**Rating:** 3.0/5.0 stars

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

**Reviewed Date:** September 16, 2025

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

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

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

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

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

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

  ### 30. 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.

  ### 31. Powerful Drill-Down Reporting for Clear Financial Insights

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** February 21, 2026

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

The best part of using Intacct is the ability to drill down and see exactly where the numbers come from.

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

Some functions are not very user-friendly. For example, printing checks directly from Intacct can be tedious, so we use a third-party provider to handle accounts payable processing.

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

It helps us save time. Creating journal entries and running reports is very efficient, and it saves a tremendous amount of time on our end.

  ### 32. 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.

  ### 33. 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.

  ### 34. Entry Level AP User

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** August 13, 2025

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

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

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

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

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

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

**Official Response from Brock Faucette:**

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

  ### 35. It is very useful

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** April 20, 2022

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

Features are very clear and userfriendly

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

It takes little bit longer time to access

**Recommendations to others considering Sage Intacct:**

Very useful software for AP Automation

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

I'm using this software to refer and reconfirm while invoice processing.

  ### 36. Sage has been great for organizing accounting and billing across multiple business entities.

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** September 10, 2025

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

Sage has frequent updates and is built with large-scale businesses in mind. There are many automatic failsafes and checks included.

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

Sage's system is built with security in mind, which can be cumbersome when attempting to do migrations from other systems.

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

Sage is our accounting system and AP billing system.

  ### 37. Very good system but do experience a few issues

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** May 29, 2025

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

It's extremely user friendly navigating around the different modules. The reporting functions are very good being able to build your own reports is very useful. How easily integrated with other software is also a huge positive for our business.

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

There are a few work arounds which makes processes longer then they need to be like having to post a supplier or customer refund as an adjustment, rather then direct to their account. 
I also find when looking at payment/ invoice allocations, it's not very clear to see at all. Having to navigate to different screens to make sense of what invoice has been allocated to which payment.

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

The time it has saved us is immeasurable making day to day processes much more streamlined and efficient. It's helped us move away from clunky manual reporting to easy to use, detailed and fast reporting.

**Official Response from Brock Faucette:**

> Thanks for taking the time to provide such a thorough review, Nina. We're so glad that Intacct is helping you and your team drive greater efficiencies at your org. I'll also be sure to share your suggestions for improvement with our product and UX/UI teams. 

  ### 38. Streamlined Financial Management with Sage Intacct

**Rating:** 5.0/5.0 stars

**Reviewed by:** Tamara S. | Project Manager, Information Technology and Services, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 18, 2025

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

Sage Intacct makes financial reporting and multi-entity management incredibly easy. The automation saves time, and the dashboards offer clear, real-time insights.

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

The user interface can feel a bit outdated, and initial setup or configuration requires a learning curve or outside help.

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

Saves time – Automates processes, speeds up close.

Real-time insights – Dashboards and reports help decision-making.

Fewer errors – Reduces manual work and improves accuracy.

Scales with your business – Handles growth, new entities, and currencies.

Better audit readiness – Strong compliance and audit trails.

  ### 39. Great program, easy to use- Access it from anywhere! 

**Rating:** 5.0/5.0 stars

**Reviewed by:** erika j. | Market Accountant, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 06, 2024

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

I like how we have the capability of exporting reports formatted to different programs, it really helps me when I am auditing being able to export in excel. 

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

Nothing new to add, I continue to use this program and enjoy all the capabilities it has to offer.

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

The funcionality of having AP/ AR and everything in one system. Prior to this we used multiple systems to keep track of AP and AR.. now we can use this.. Also the fact I can log in from any computer helps.. Before i had to have remote connections and could only use certain computers ith the remote server downliaded with the programs.

**Official Response from Bethany  McDermott:**

> Hi Erika, 

Thank you for your review. We're pleased to hear that Sage Intacct has streamlined your AP/AR processes and provided the flexibility of accessing the system from any computer. We appreciate your support! 

I would like to invite you to join our customer advocacy program and connect more on your experience of Sage Intacct. Please use this link: https://na.sagechampions.com/join/IntacctNAG2Reply

Thanks,

Bethany McDermott

Sage Customer Marketing Manager - Reviews

  ### 40. Great accounting software

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** September 11, 2025

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

Sage offers Global Consolidation, which is very useful while consolidating data for different locations. This capability supports multi-currency transactions. Sage minimizes manual errors and saves significant time that would otherwise be spent on reconciling data from disparate sources.

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

Sage doesn't support Indian compliances, which makes it challenging for businesses operating

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

The upload feature in sage is awesome, we are able to upload multiple transaction using excel.

We have used this feature to upload salaries, accruals and many more transactions. Overall sage is user friendly software.

  ### 41. Greatest Of All Time Financial Reporting Software.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Dennis M. | Accounts Payable Specialist, Mid-Market (51-1000 emp.)

**Reviewed Date:** September 11, 2025

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

As an Accounts Payable Specialist, I've been using Sage Intacct for over 3 years now and what makes it unique is stability, flexibility and simplicity. Once you train yourself on how to use it, it works pretty well when things are set up correctly. Sage Intacct is great for large complex organizations and i like the ability to create many different reports in different projects and departments.

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

One of the challenges is that at the moment it lacks easiness about international payments.

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

Sage Intacct is a cloud-based solution and I like how it keeps updating itself throughout the year. The duplication and importing of entries saves a lot of time. It is very flexible and has a responsive customer support.

  ### 42. Quality Accounting System

**Rating:** 4.5/5.0 stars

**Reviewed by:** Lily P. | Chief Financial Officer, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 19, 2025

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

I like that it allows easy invoice preparation that integrates into Financial Statements.

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

Because it is such a large integrated complex product, at times there is multiple little places that need to be filled in or clicked to give access to what you need to do. It takes a while to figure these out. We keep separate instructions for these to provide ease for future use.

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

I like its robust platform that allows for preparation of bills, payments, revenue recognition, cash reconciliation, and financial preparation all rolled into one platform.

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

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** September 18, 2025

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

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

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

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

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

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

  ### 44. Great for multiple entities

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** September 16, 2025

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

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

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

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

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

Running 30+ entities and consoldiating all the data together

  ### 45. Great cloud ERP solution that allows us to manage and automate financial operations

**Rating:** 4.5/5.0 stars

**Reviewed by:** pablo o. | Payroll Tax Accounting Associate, Enterprise (> 1000 emp.)

**Reviewed Date:** August 26, 2025

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

What I like most about Sage Intacct is its powerful financial automation and real-time reporting. It saves us a lot of time by automating tasks and reduces errors.

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

What I dislike about Sage Intacct is the interface, it feels a little bit outdated and isn't intuitive compared with other cloud tools.

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

Sage Intacct is solving the manual challenges, automating operations helps us to reduce time consumption in the  financial processes.
It reduces errors and frees up time for strategic work and decision making.

  ### 46. Love Sage's seamless drilldown, easy to access anywhere, intuitive interface, automatic reports

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** September 02, 2025

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

seamless expense drilldown, easy to access anywhere on any device, has a intuitive interface and easy to use applications (AP, AR, Ledger), and you can automate reports and email results to outside users

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

Approval hierarchy can be confusing, some automated reports using HTML do not work, unknown automated report arrival time (Sometimes 12-1AM)

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

Help team work in a cohesive manner all submitting entries/bills/adjustments to the same shared ledger and integrated systems, helps keep track of grants

**Official Response from Brock Faucette:**

> Thanks for taking the time to review Sage Intacct, Nicholas. I'll be sure to share all of your feedback with the appropriate teams. 

  ### 47. Sage Intact Positives and Negatives

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** November 04, 2025

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

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

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

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

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

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

  ### 48. Easy to Use with Powerful Custom Reporting

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** February 09, 2026

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

Ease of use and ability to make custom reports

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

Not enough flexibility for system level approvals, costly and additional costs for many common add ons

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

Making financial report easy and quicker

  ### 49. New Release

**Rating:** 2.5/5.0 stars

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

**Reviewed Date:** August 18, 2025

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

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

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

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

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

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

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

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** August 14, 2023

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

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

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

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

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

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


## 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=1684173&qs=pros-and-cons&section=pricing&secure%5Bexpires_at%5D=2026-08-14+22%3A51%3A26+-0500&secure%5Bsession_id%5D=434d94e3-d0d1-44c8-8d7f-2f8a7df3839d&secure%5Btoken%5D=7ab92acdc844fc0c45128df5b77ed56fef69f08665b81f03fed4ee7b1de46599&format=llm_user)
## Sage Intacct Integrations
  - [AccessPay Platform](https://www.g2.com/products/accesspay-platform/reviews)
  - [ADP Workforce Now](https://www.g2.com/products/adp-workforce-now/reviews)
  - [Advisor Websites](https://www.g2.com/products/advisor-websites/reviews)
  - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)
  - [Airtable](https://www.g2.com/products/airtable/reviews)
  - [Airwallex](https://www.g2.com/products/airwallex/reviews)
  - [APS](https://www.g2.com/products/aps-aps/reviews)
  - [Avalara](https://www.g2.com/products/avalara/reviews)
  - [Avid](https://www.g2.com/products/avid/reviews)
  - [AvidXchange](https://www.g2.com/products/avidxchange/reviews)
  - [AXIS](https://www.g2.com/products/moody-s-analytics-axis/reviews)
  - [BILL AP/AR](https://www.g2.com/products/bill-ap-ar/reviews)
  - [BILL Spend &amp; Expense (Formerly Divvy)](https://www.g2.com/products/bill-spend-expense-formerly-divvy/reviews)
  - [BlackLine Financial Close Management](https://www.g2.com/products/blackline-blackline-financial-close-management/reviews)
  - [Brex](https://www.g2.com/products/brex/reviews)
  - [briq](https://www.g2.com/products/briq-briq/reviews)
  - [BriteCore](https://www.g2.com/products/britecore/reviews)
  - [BuildOps](https://www.g2.com/products/buildops/reviews)
  - [Chargebee](https://www.g2.com/products/chargebee/reviews)
  - [Cherry](https://www.g2.com/products/cherry-cherry/reviews)
  - [Claude](https://www.g2.com/products/claude-2025-12-11/reviews)
  - [ConnectBooster](https://www.g2.com/products/connectbooster/reviews)
  - [ConnectWise Automate](https://www.g2.com/products/connectwise-automate/reviews)
  - [Coupa](https://www.g2.com/products/coupa-software-coupa/reviews)
  - [Cube](https://www.g2.com/products/cube-2025-12-17/reviews)
  - [Deluxe Payment Exchange](https://www.g2.com/products/deluxe-payment-exchange/reviews)
  - [Domo](https://www.g2.com/products/domo/reviews)
  - [DonorDirect Studio Enterprise](https://www.g2.com/products/donordirect-studio-enterprise/reviews)
  - [EAS Expense Allocation System](https://www.g2.com/products/eas-expense-allocation-system/reviews)
  - [Emburse Expense Professional (formerly Certify Expense)](https://www.g2.com/products/emburse-expense-professional-formerly-certify-expense/reviews)
  - [Emburse Nexonia](https://www.g2.com/products/emburse-nexonia/reviews)
  - [Emburse Spend (formerly Abacus)](https://www.g2.com/products/emburse-spend-formerly-abacus/reviews)
  - [Envi](https://www.g2.com/products/envi/reviews)
  - [Expensify](https://www.g2.com/products/expensify/reviews)
  - [FieldRoutes, a ServiceTitan company](https://www.g2.com/products/fieldroutes-a-servicetitan-company/reviews)
  - [hh2](https://www.g2.com/products/hh2/reviews)
  - [Insights](https://www.g2.com/products/insights-formerly-opaconnect-ae-insights/reviews)
  - [Invoice2go from BILL](https://www.g2.com/products/invoice2go-from-bill/reviews)
  - [Jira](https://www.g2.com/products/jira/reviews)
  - [Kantata Professional Services Automation (formerly Mavenlink+ Kimble)](https://www.g2.com/products/kantata-professional-services-automation-formerly-mavenlink-kimble/reviews)
  - [Kissflow](https://www.g2.com/products/kissflow/reviews)
  - [Limelight](https://www.g2.com/products/limelight-2022-12-19/reviews)
  - [LiSA](https://www.g2.com/products/lisa-lisa/reviews)
  - [Lucanet](https://www.g2.com/products/lucanet/reviews)
  - [MarginEdge](https://www.g2.com/products/marginedge/reviews)
  - [MarketMan](https://www.g2.com/products/marketman/reviews)
  - [Martus](https://www.g2.com/products/martus/reviews)
  - [Matrix42 FastViewer](https://www.g2.com/products/matrix42-fastviewer/reviews)
  - [mCase](https://www.g2.com/products/mcase/reviews)
  - [MHC Software](https://www.g2.com/products/mhc-software/reviews)
  - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews)
  - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews)
  - [MineralTree](https://www.g2.com/products/mineraltree/reviews)
  - [Mode](https://www.g2.com/products/mode-mode/reviews)
  - [Namely](https://www.g2.com/products/namely/reviews)
  - [No-IP Remote Access](https://www.g2.com/products/no-ip-remote-access/reviews)
  - [Orderwise](https://www.g2.com/products/orderwise/reviews)
  - [Ottimate](https://www.g2.com/products/ottimate/reviews)
  - [PaperLess](https://www.g2.com/products/paperless-software-paperless/reviews)
  - [Paychex](https://www.g2.com/products/paychex/reviews)
  - [Paycom](https://www.g2.com/products/paycom/reviews)
  - [Paylocity](https://www.g2.com/products/paylocity/reviews)
  - [Payworks](https://www.g2.com/products/payworks/reviews)
  - [Payworks](https://www.g2.com/products/payworks-inc-payworks/reviews)
  - [Pigment](https://www.g2.com/products/pigment-2024-01-19/reviews)
  - [Planful](https://www.g2.com/products/planful/reviews)
  - [Plotbox](https://www.g2.com/products/plotbox/reviews)
  - [Procim](https://www.g2.com/products/procim/reviews)
  - [Procore](https://www.g2.com/products/procore/reviews)
  - [Prophix Software](https://www.g2.com/products/prophix-software/reviews)
  - [Push Operations](https://www.g2.com/products/push-operations/reviews)
  - [Qlik Data Integration Platform](https://www.g2.com/products/qlik-data-integration-platform/reviews)
  - [Quadient](https://www.g2.com/products/quadient-quadient/reviews)
  - [Quadient Accounts Payable](https://www.g2.com/products/quadient-accounts-payable/reviews)
  - [Quickbase](https://www.g2.com/products/quickbase/reviews)
  - [QuickBooks Desktop Pro](https://www.g2.com/products/quickbooks-desktop-pro/reviews)
  - [Ramp](https://www.g2.com/products/ramp-financial-ramp/reviews)
  - [Re-Leased](https://www.g2.com/products/re-leased/reviews)
  - [Rippling](https://www.g2.com/products/rippling/reviews)
  - [RSM Microsoft Dynamics AX for Food and Beverage](https://www.g2.com/products/rsm-microsoft-dynamics-ax-for-food-and-beverage/reviews)
  - [Sage 300 People](https://www.g2.com/products/sage-300-people/reviews)
  - [Sage Expense Management](https://www.g2.com/products/sage-expense-management/reviews)
  - [Sage HR](https://www.g2.com/products/sage-hr/reviews)
  - [Salesforce Agentforce](https://www.g2.com/products/salesforce-agentforce/reviews)
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  - [Salesforce Partner Cloud (formerly Salesforce PRM)](https://www.g2.com/products/salesforce-partner-cloud-formerly-salesforce-prm/reviews)
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  - [SAP ECC](https://www.g2.com/products/sap-ecc/reviews)
  - [Service Fusion](https://www.g2.com/products/service-fusion/reviews)
  - [ServiceTitan](https://www.g2.com/products/servicetitan/reviews)
  - [ServiceTrade](https://www.g2.com/products/servicetrade/reviews)
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  - [Sigma](https://www.g2.com/products/sigma-computing-sigma/reviews)
  - [Snowflake](https://www.g2.com/products/snowflake/reviews)
  - [Solver](https://www.g2.com/products/solver/reviews)
  - [Stampli](https://www.g2.com/products/stampli/reviews)
  - [Superhuman Docs](https://www.g2.com/products/superhuman-docs/reviews)
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  - [Toast](https://www.g2.com/products/toast/reviews)
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  - [Uptick](https://www.g2.com/products/uptick-g2/reviews)
  - [Velixo](https://www.g2.com/products/velixo/reviews)
  - [Vena](https://www.g2.com/products/vena/reviews)
  - [Vendor Payments by MineralTree](https://www.g2.com/products/vendor-payments-by-mineraltree/reviews)
  - [Versapay](https://www.g2.com/products/versapay/reviews)
  - [Webexpenses](https://www.g2.com/products/signifo-webexpenses/reviews)
  - [WooCommerce](https://www.g2.com/products/woocommerce/reviews)
  - [Workato](https://www.g2.com/products/workato/reviews)
  - [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews)
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  - [Zahara Software](https://www.g2.com/products/zahara-software/reviews)
  - [Zebra Print](https://www.g2.com/products/zebra-print/reviews)
  - [Zebra WMS](https://www.g2.com/products/zebra-wms/reviews)
  - [Zoho Expense](https://www.g2.com/products/zoho-expense/reviews)

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

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

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

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

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

**Billing**
- Automation
- Consolidation
- Adjustments

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

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

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

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

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

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

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

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

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

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

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

**Dunning**
- Collections

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

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

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

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

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

**Integrations**
- Accounting
- ERP
- CPM

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

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

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

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

**Analytics**
- Due Dates
- KPIs

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

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

**Pricing**
- Standard Price
- Discounts

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

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

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

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

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

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

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

**Workflows**
- Approvals
- Bank Reconciliation

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

**Risk**
- Analysis
- Identification
- Scoring

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

**Recovery**
- Recoup
- Reporting

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

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

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

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

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

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

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

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

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