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


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



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

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

**What users dislike:**

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

## Sage Intacct Reviews
  ### 1. Robust Multi-Entity Support with Seamless User Management

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** September 09, 2023

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

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

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

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

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

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

**Official Response from Bethany  McDermott:**

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

  ### 2. Sage Intacct Brilliant

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** September 24, 2025

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

Sage Intacct is user-friendly and offers a help section that’s easy to navigate. Creating custom reports that are auto-generated for the credit control team has saved hours of work each month. Payment runs are also easier and faster; instead of manually setting up individual payments, they can be completed by importing a file, which reduces the chance of payments being missed. The bank line feeds have saved a lot of time as well, especially once we set rules so they apply to the correct customer.

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

Sometimes when an error pops up, it’s not always clear where to go to solve the problem. There’s also occasional downtime when the bank feeds don’t show up, or they come through later in the day. It doesn’t happen often, and to be fair everything has little niggles now and again.

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

Time is important in any role, and the manual processes we had in place have now been replaced with a much slicker workflow. From importing bank feeds to creating weekly payment files, everything feels more accurate and efficient.

  ### 3. New Accounting software review

**Rating:** 3.5/5.0 stars

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

**Reviewed Date:** May 19, 2023

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

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

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

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

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

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

**Official Response from Sam Dempster:**

> Hi Harry,

Thanks for your feedback, I'll pass your feedback onto our product and UX teams to try and address the repetitive nature of some of our training content.

Thanks again and best wishes
Sam

  ### 4. 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.

  ### 5. My time using Sage Intacct

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** April 25, 2023

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

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

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

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

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

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

  ### 6. Sage Intacct - top cloud ERP

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** November 19, 2019

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

One of the best aspects of Sage Intacct is the ease of use. The user does not need to know the system front and backwards to get the information that he or she needs. Also, being a cloud-based system helps with access at any time or location.

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

Sometime the AP functionalities do not update to what is expected. Meaning duplicating a Bill in AP will create issues if you are not paying attention to what you are doing. Voiding and reissuing payments at time is problematic.

**Recommendations to others considering Sage Intacct:**

Price to Quality is very important. The transition to Intacct woould be seemless.

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

One of the best qualities of the software is availability and access to the data. I can run reports all the time without having to wait for something to refresh overnight. 

  ### 7. Sage is the best accounting software I have ever used.

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** July 27, 2023

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

I continue to find new ways where Sage excels. I’ve been spending more time in the reporting module and building useful reports and Sage make it very convenient and easy. We recently added SIP to our software package as well. 

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

Reporting within SIP is a bit rough and some of the modules within Sage are not as user-friendly (fixed asset and prepaid)

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

Sage is our go-to for all of our accounting needs. It's provided ease and is super quick to gain an understanding of.

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

**Rating:** 3.0/5.0 stars

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

**Reviewed Date:** July 17, 2023

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

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

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

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

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

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

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

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** May 30, 2025

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

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

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

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

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

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

**Official Response from Brock Faucette:**

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

  ### 10. Very useful for AP!

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** August 22, 2023

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

I like that I can see almost everything I need on one screen. I also appreciate being able to save attachments directly in Intacct, instead of having to go to multiple places just to view the information.

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

I think the payment viewing section could be more streamlined. I tried searching for a single check and would prefer that it require only minimal information—especially when you already have the check number—and that it generate a list of all invoices paid with that check.

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

It’s helped reduce the time I spend entering invoices, as well as the time spent running all payments. Processing is significantly faster compared to other ERP systems I’ve used in the past.

  ### 11. Avoid Sage Intacct

**Rating:** 0.5/5.0 stars

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

**Reviewed Date:** March 11, 2025

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

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

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

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

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

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

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

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** September 08, 2025

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

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

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

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

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

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

**Official Response from Brock Faucette:**

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

  ### 13. Best Cloud based accounting software

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** August 09, 2024

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

I am using the order entry section as well and uploading invoices using partner tool box so the integration is very helpful.

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

One more thing requires an update: AR>Advances there is no option to import the Advances also there must be a unique reference provided by intacct itself like they do for Adjustments.

Because once I post the Advances next month when the incoices are in Intacct I have to apply all those manually, beacuse no template will work on that using partner tool box.


There must an option similar to AR>Adjustments

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

We use integration with Salesforce all the invoices gets autosync to the software so we do no have to make much efforts to take the invoices into the software.


also the cash application is automated by our it team so we just have to check if all the transactions are perfectly recovered.

best part is that software is cloud bases so we can view and share the data accross the globe.

**Official Response from Bethany  McDermott:**

> Hi, thank you for your review! 

We're glad to hear that Sage Intacct has been helpful in managing your AR transactions and tracking pending AR items through AR aging. We appreciate your feedback on the customization and payment application process, and we'll share this with our team for further improvement.

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

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

 Thanks, Bethany McDermott, Sage Customer Marketing Manager - Reviews

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

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** January 27, 2026

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

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

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

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

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

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

  ### 15. Sage Intacct Review

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jason L. | Accounting Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 02, 2020

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

Continues to be reliable for me.  It has more features than what I can use.  The most important thing for me continues to be that reports can be run with about 10 different dimensions.  This allows me to slice and dice data to create reports that I need.

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

Continue the great work of adding new features.  Never know when I may need to use it one day.

**Recommendations to others considering Sage Intacct:**

Sage Intacct is massive and has a lot of features.  Because of that, we hired some consultants to help us with the implementation.  It took about six months from start to finish.  And this included the COVID-19 pandemic during the last month or two of the implementation.  Sage Intacct can be customized to your specific needs.  Make sure that the consultants and you go over EXACTLY what your specific needs are.  And it would be great if the consultants can anticipate what your specific needs are based on the back-and-forth questioning.  You may find it difficult to articulate the exact thing that you want from a new accounting software.  Another useful thing is to watch the training session videos and take a test drive in the sandbox.

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

Reports can be run with about 10 different dimensions.  This allows users to slice and dice data to create reports that users need.  I can run reports by account, class, area, restriction, source, project, vendor, type, etc.

  ### 16. Efficient System, but Error Correction Needs Improvement

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** October 16, 2025

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

The prepayments process is brilliant. With a large number of monthly transactions, the system simplifies everything and makes it easy to prepare and post entries.

During implementation, Joel and the team were great. They provided in-depth training and support throughout our move to Intacct. Toby has also been really helpful in resolving any issues we’ve come across.

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

Correcting errors can be challenging, and at times it can feel unnecessarily complicated.

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

Payment runs have been streamlined, which is saving our team a lot of time without sacrificing any accuracy.

  ### 17. Best Accounting Tool ever.

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** March 21, 2022

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

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

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

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

**Recommendations to others considering Sage Intacct:**

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

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

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

  ### 18. 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.

  ### 19. 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.

  ### 20. Comprehensive Learning Tools, Needs Webinar Updates

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jason R. | Finance Associate, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 19, 2026

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

I enjoy learning with Sage Intacct through its extensive forums, videos, and updates that enhance my learning experience. I appreciate the question function that helps direct me towards resolving issues effectively. I like the application's breakdown and easy functionality into respective categories which makes it user-friendly. The reports and coding features allow me to find what I need to provide accurate assessments to my superiors.

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

I'm frustrated with the updated webinars involving W9s and 1099s this year. Last year was easier. Also, it seems like the Tax Bandit upload always kicked back something, and I needed help from my supervisor. Changing a vendor from MISC to NEC from one year to another was also a problem.

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

Sage Intacct guides me in the right direction with its forums and videos for learning, and its question function helps resolve issues. I benefit from reporting and coding features to provide accurate assessments.

  ### 21. 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.

  ### 22. 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.

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

**Rating:** 4.0/5.0 stars

**Reviewed by:** Jonathan W.

**Reviewed Date:** February 04, 2026

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

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

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

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

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

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

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

**Rating:** 4.0/5.0 stars

**Reviewed by:** Sloane W.

**Reviewed Date:** February 02, 2026

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

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

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

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

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

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

  ### 25. Intacct Is Very Useful!

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** September 16, 2025

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

I currently have been using the import feature in the GL more often. I love that this allows me to make entries more quickly.
Also, for processing 1099s this year, the 1099 report was a very useful feature in helping us complete it.
We also had an issue with the speed as of recent, but it was resolved quickly by your support team!

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

Even though the import feature in the GL is great when it works, it is not ideal when it comes to helping us identify errors in our imports when there is one. The error report that is sent to us is immensely confusing. If it could be simplified and more clear in what the errors are, that would be fantastic!

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

I am not aware of any "problems" that we have at the moment. Overall, Intacct has been great.

  ### 26. THE BEST ACCOUNTING TOOL

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ayleen  P. | ACCOUNTS PAYABLE COORDINATOR, Enterprise (> 1000 emp.)

**Reviewed Date:** January 04, 2022

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

I have used different tools over the years, and my favorite is Sage Intacct is very easy to understand is accurate, and reliable.


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

I think the only thing that can be better is receiving an approval notification to the email when something needs urgent approval.

**Recommendations to others considering Sage Intacct:**

None, its a great tool!
Help me with my purchasing journals.

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

In Accounts Payable, Intacct covers a remarkable 97% of characteristics. This gives Intacct Corp's software a notable upper hand over other software, which support an average 82% of functionalities for this module. Intacct is a viable option in the Accounts Payable module. However, it is not the best performer. The top competitor offers 100% coverage in this module.

  ### 27. Automated Accounting

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** February 29, 2024

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

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

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

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

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

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

**Official Response from Gill Symington:**

> Rachael, we're glad to hear that you find Sage Intacct easy to use and that it has improved your accessibility to information.

I would like to invite you to join our customer advocacy program by clicking the link below:

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

Gill Symington
Global Customer Advocacy Director 

  ### 28. Great Multi-Entity Journals, but a Disjointed Implementation Process and Support

**Rating:** 3.0/5.0 stars

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

**Reviewed Date:** January 27, 2026

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

The multi entity feature. It is nice only having to do one single journal entry instead of multiple to balance transactions across our 18 entities. It also helps streamline a lot of the other accounts payable and receivable processes.

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

The implementation process. They were partnering with NPact at the time of our implementation. We had 4 different representatives throughout the process. I do believe they are using a different company now... Npact did not listen to what we needed. When we met with the new rep and had to explain our business processes again, we were told what our previous rep advised us on wasn't possible and had no effort made to rectify the situation. They did not show us fully how to use the features needed that were included in our package to be trained on and also marked off that they imported our customer records on the implementation checklist but did not do it until we requested multiple times. We were also handed off to Sage support without signing off that implementation was complete and only found out after emailing our representative about issues and being told they could not help us and we needed to contact support. 

We also have not had a good track record with Intacct customer support. They push you to look in the community or help articles that do not give entirely accurate steps to resolve the issue.

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

Intacct solved our multi entity reporting.

  ### 29. Cloud Flexibility with Integration Challenges

**Rating:** 3.5/5.0 stars

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

**Reviewed Date:** April 29, 2025

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

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

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

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

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

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

  ### 30. Sage Intacct is a well rounded solution

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Leisure, Travel & Tourism | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 19, 2024

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

Dashboards simplify the audit process and make sharing data with the auditors so much easier.  

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

There's nothing I would suggest improving, but if it could cost a little less that would be amazing.  :)

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

Sage Intacct serves our our financial tool and accounting data respository.  It is the backbone of all things financial.

**Official Response from Bethany  McDermott:**

> Hi,

Thank you for your fantastic review! We're thrilled to hear that Sage Intacct's integration tools and dashboards have made such a positive impact on your workflow, saving you valuable time each week. It's wonderful to know that our training tools and knowledgebase have been helpful in resolving any issues you encountered.

Thanks, Bethany McDermott - Sage Customer Marketing Manager, Reviews

  ### 31. 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

  ### 32. 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.

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

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** February 09, 2026

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

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

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

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

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

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

  ### 34. Accounting software that does it all.

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** December 14, 2023

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

I love the ability to title my invoices with specific details, which I find is unavailable in other systems.   The reporting in Intacct is easy and searching for information is easy.  There are plenty of filters to use and creating your own views make it easy for each individual user.  Setting up recurring invoices is quick and easy.   Prorating invoice amounts is a cinch with the proration button.  Reporting issues is easy through the "Help & Support" tab.  The customer support is quick to answer any questions or concerns.  You can run payments through the virtual terminal if the invoices are coming from another source.

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

Updating a customer's address is annoying.   If you've already created an invoice or sales order and need to update the address or contact details, you need to recreate the invoice or sales order for it to grab the new details.   It doesn't automatically update.    Setting up a recurring invoice requires you to add the customer as a recurring customer.   If the auto payments aren't run very early in the morning and you have an open invoice for that customer, it will pay all invoices if that customer was set up as recurring.   Sometimes you don't want ALL invoices to be paid automatically.

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

We currently have no issues with the software.

**Official Response from Gill Symington:**

> Thank you for taking the time to leave a review. 

I note your point about updating address details and we will feedback to our product team. 

I would like to invite you to join our customer advocacy program and connect more on your experience of Sage Intacct. Please click this link: https://na.sagechampions.com/join/IntacctNAG2Reply

Thanks,

Gill Symington

Sage Global Customer Advocacy Director

  ### 35. Complicated Setup but Useful for Reimbursements

**Rating:** 3.0/5.0 stars

**Reviewed by:** Kara C.

**Reviewed Date:** February 10, 2026

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

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

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

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

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

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

  ### 36. Easy to use.

**Rating:** 4.5/5.0 stars

**Reviewed by:** bindiya k. | Associate Specialist, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 08, 2022

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

This app is very user-friendly and easy to navigate. The features are well designed and work smoothly. Overall, a great experience. The app has a simple interface and is easy to use, even for first-time users. Everything is well organized and efficient.

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

Overall experience is good. Continuous improvements and updates would be appreciated.

**Recommendations to others considering Sage Intacct:**

I will be recommended to others to use this user-friendly software to make their work ease.

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

I will be using this software in my day to activities to generate the reports and to check the status. All are properly aligned so it's helps me to understand very easily.

  ### 37. Practical Experience with Sage Intacct

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** October 15, 2025

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

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

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

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

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

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

  ### 38. Is a excelent platform

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** August 22, 2025

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

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

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

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

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

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

**Official Response from Brock Faucette:**

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

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

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** September 07, 2023

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

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

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

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

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

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

  ### 40. 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.

  ### 41. Its a  Amazing software

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** October 03, 2024

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

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

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

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

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

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

**Official Response from Bethany  McDermott:**

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

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

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

Thanks,

Bethany McDermott

Sage Customer Marketing Manager - Reviews





  ### 42. Financial Management Platform for Growing Organizations

**Rating:** 4.5/5.0 stars

**Reviewed by:** misael c. | Assistant R officer, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 06, 2025

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

The modular structure and cloud-native architecture make Sage Intacct exceptionally scalable. I especially appreciate the dimensional chart of accounts, which lets us tag and slice data without creating excessive GL accounts. The multi-entity and multi-currency support are top-tier, perfect for global or distributed organizations. It’s clear the system was built by finance professionals for finance professionals.

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

The platform offers deep automation of AP/AR workflows, customizable dashboards for real-time performance monitoring, and strong audit trail features that ensure compliance. The reporting and analytics tools are intuitive and flexible—saving us hours during close cycles and audits. Its seamless integration with Salesforce and other systems minimizes data entry and boosts productivity. Overall, it empowers our finance teams to be more strategic and less transactional.

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

Sage Intacct is solving key challenges in financial visibility, manual data entry, and multi-entity consolidation. Before implementation, our team struggled with time-consuming close cycles, inconsistent reporting, and siloed data across departments. Now, with Sage Intacct, we’ve centralized our financial processes—automating approvals, streamlining intercompany transactions, and generating real-time, audit-ready reports. This has significantly improved accuracy, accelerated our month-end close, and empowered leadership with data-driven insights for faster decision-making. Ultimately, it’s freed up our team to focus more on strategy and less on spreadsheets.

  ### 43. Best Sage Solution

**Rating:** 5.0/5.0 stars

**Reviewed by:** Hinal A. | Junior Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 21, 2024

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

The user interface is brilliant - easy to navigate. It is a configurable system thus, very time efficient and easily adapts to growing business needs due to ease of integration with other systems. There is plenty customer support resources, the best one being the help centre.

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

None. This is the best accounting software that I have worked on.

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

Frequent and automatic updates. Alot of the other systems do not have such frequent updates and address customer concerns.

**Official Response from Bethany  McDermott:**

> Thank you for your positive feedback Hinal! We're glad to hear that you find Sage Intacct to be the best accounting software you've worked on. We strive to provide frequent and automatic updates to address customer concerns and improve the user experience. We appreciate your support and are committed to continuing to provide a top-notch solution for your accounting needs.

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

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

Thanks,

Bethany McDermott

Sage Customer Marketing Manager - Reviews

  ### 44. Easy to navigate and efficient for daily tasks

**Rating:** 4.0/5.0 stars

**Reviewed by:** Juan Pablo S. | Staff Accountant, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 12, 2026

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

What I like most about Sage Intacct is how easy it is to navigate between tabs and complete simple tasks. The interface feels intuitive and streamlined, which helps me work more efficiently and stay organized.

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

One thing I dislike about Sage Intacct is that it can feel a bit heavy and overly robust at times, which makes some processes slower than expected.

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

Sage Intacct is helping us streamline and organize our accounting processes, especially in areas like invoice management and payment tracking.

  ### 45. 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.

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

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** February 23, 2026

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

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

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

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

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

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

  ### 47. Powerful Automation of Accounting Process

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** December 05, 2025

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

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

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

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

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

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

  ### 48. SAGE INTACCT

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** November 13, 2024

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

Sage is very user friendly. It is easy to get help directly from the software. It integrates well with my company software.

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

Nothing to dislike at this time. I have found no issues.

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

None

**Official Response from Bethany  McDermott:**

> Thank you for your review! We're glad to hear that you find Sage Intacct user-friendly and that it integrates well with your company software. Your positive feedback is much appreciated. Thanks for sharing your experience!

Bethany McDermott - Sage Customer Marketing Manager, Reviews

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

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** February 11, 2026

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

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

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

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

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

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

  ### 50. Sage Software easy and user friendly

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** September 10, 2025

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

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

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

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

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

Problem: Traditional accounting tools or spreadsheets create a lot of manual entries, reconciliation delays, and disconnected systems.

Benefit: Sage Intacct automates AP, AR, and consolidations, cutting down manual work and reducing errors, which means faster month-end close.

Problem: With legacy systems, leadership often waits weeks for reports, slowing decision-making.

Benefit: Intacct provides real-time dashboards and reports with drill-down capability, so finance and business leaders get instant insights to act quickly.

Problem: Global or multi-location companies struggle with consolidations, intercompany eliminations, and currency conversions.

Benefit: Sage Intacct handles multi-entity and multi-currency accounting seamlessly, saving hours or even days of manual consolidation work.

**Official Response from Brock Faucette:**

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


## 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=1684884&qs=pros-and-cons&section=pricing&secure%5Bexpires_at%5D=2026-08-14+21%3A44%3A28+-0500&secure%5Bsession_id%5D=e3445912-3cd1-4691-b58d-ceb9671cd177&secure%5Btoken%5D=b54f01832bc7c6b92d12344f485040bd964b0c93342ecfe5d63063725c1305b0&format=llm_user)
## Sage Intacct Integrations
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## Sage Intacct Features
**Additional Functionality**
- Audit Trail
- Job Costing
- Project Tracking
- Cash Management
- Project Accounting
- Project Time Tracking
- Equipment Tracking
- Estimating
- Data Import/Export
- Accounts Payable
- Job Tracking
- Activity Dashboard
- Budgeting/Forecasting
- Budget Control
- Accounts Receivable
- Accounting Integration
- Inventory Management
- Quotes/Estimates
- Purchase Order Management
- Mobile Access
- For AEC Industry
- Customizable Reports
- Real-Time Reporting
- Payroll Management
- AI Copilot
- API
- Time & Expense Tracking
- Recurring/Subscription Billing
- Generative AI
- Construction Breakdowns
- Financial Analysis
- Bid Management
- Billing & Invoicing
- General Ledger
- Real-Time Data
- Document Management
- Reporting & Statistics
- Subcontractor Management
- Multiple Projects
- Financial Management
- Timesheet Management
- Communications Management
- Third-Party Integration
- Project Management
- Invoice Management
- Core Accounting
- Cost Management
- Reporting/Analytics

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

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

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

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

**Billing**
- Automation
- Consolidation
- Adjustments

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

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

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

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

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

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

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

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

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

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

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

**Dunning**
- Collections

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

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

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

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

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

**Integrations**
- Accounting
- ERP
- CPM

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

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

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

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

**Analytics**
- Due Dates
- KPIs

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

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

**Pricing**
- Standard Price
- Discounts

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

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

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

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

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

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

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

**Workflows**
- Approvals
- Bank Reconciliation

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

**Risk**
- Analysis
- Identification
- Scoring

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

**Recovery**
- Recoup
- Reporting

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

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

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

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

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

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

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

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

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