Sage Intacct Reviews & Product Details

I like that Sage Intacct has many different integration partners. We integrate with Martus for budgeting and forecasting. We also integrate with Concur for electronic expense reporting and invoice processing. Since moving from a traditional account number structure to Sage Intacct's dimension structure, we've been able to improve our reporting and data collection significantly. The dynamic allocation tools have cut our processing time down each month and has allowed us to better explain how these costs impact each ministry area of our organization. Review collected by and hosted on G2.com.

Everything except accounts receivable can be handled at the top level, but accounts receivable (AR) has to be managed at the entity level, which is really confusing and makes it harder to track things down compared to when it's done at the top level. Also, the initial setup was quite a struggle; it was a huge conceptual change for my staff to move from the traditional account number structure to the dimension structure, which posed many challenges. We operate many separate entities that really are all part of one non profit but because of past history they remain separate reporting entities. The multi entity features of Sage Intacct has made this a very simple process to combine the necessary entities together for the external reporting. The only area where this has not worked well is in the AR module that requires everything to be done at the entity level so it takes more time to discover what entity the receivable is related to. Review collected by and hosted on G2.com.

Sage Intacct offers multiple features that make it easy to filter data when building custom reports. It has significantly lightened the workload in our accounting department. In the past three years we’ve been with Sage, I can only recall one time the system went down, and even then it was only for about an hour. When we need support, they’re available to help and respond in a timely manner. Review collected by and hosted on G2.com.

The implementation of Sage was time consuming, but in the long run it was worth the effort. Getting to know the system takes a little effort, but once you know it you know it. The price is high, but it is worth it. Review collected by and hosted on G2.com.

Most helpful feature is our bespoke Prepaid Amortization module. Useful to plug in prepaid items and have Intacct automate our amortization entries each month. I use it for prepaid insurance and prepaid software. Review collected by and hosted on G2.com.

That would be a long list, but mainly I dislike Intacct's rigidity. Once a transaction has processed (e.g. an invoice receives a payment, a warehouse processed an inventory transfer, a bill was paid, etc...) we cannot DELETE it ever. That's it. No flexibility. For example, say we miscode a bill and receive a partial payment and apply it to said bill, then later on find the bill was miscoded. We are stuck with the bill forever, we need to do a lot of mental gymnastics to fix the miscoded bill's impact on our financials. We can't just void the payment, delete the bill, recode the bill, and reapply payments to it. Same thing with invoices/credit memos and obsolete warehouses. Review collected by and hosted on G2.com.

I love the Interactive Reporting Module. This lets me pull any kind of data from our system to better understand the metrics. I can create pivot tables, compare AP and AR data, and more within this module.

They also offer many classes for free to ensure you are utilizing the software to your company's needs. Many of these classes are CPE credit compatible.

The system is very rarely down to ensure you can continue working through even the toughest projects with no interruptions.

There are many integration opportunities as well. We are able to import and export data to our other systems. There has not been a system we have added yet that does not integrate with Intacct. Review collected by and hosted on G2.com.

There is nothing I dislike about the system itself. It would be helpful if support tickets were completed faster than the current wait time. Review collected by and hosted on G2.com.

Sage Intacct is a very flexible, customizable product. The fact that it’s a SaaS product is also very helpful, since I’m able to access information from just about anywhere. Data integrations are easy to manage, and the end-user interface makes navigation a breeze. Overall, it’s very cost-effective. The system has also been consistently available and hasn’t been down since we started using it in 2019. Review collected by and hosted on G2.com.

Up to this point, we have not had any major issues with Sage Intacct or reasons to question our decision to make the switch. We are very happy with the product. Review collected by and hosted on G2.com.

Sage Intacct has a full suite of the functionality I need - AP, AR, purchasing, invoicing, etc. are all available to me based on my company's needs. We have gone from taking 3-4 months to close our books to less than 2 weeks. We also have greatly reduced our paper usage by being able to do so much more electronically (attaching invoices, paying by ACH, etc.); we have a huge vault that was full of filing cabinets of old documents - now we barely use one cabinet for a year's worth of documentation and everything else is online.

Personally, moving to Sage Intacct has allowed me to work from home a couple of days a week (this was not possible on our old, server-based software). I can be almost as effective from my home as I am when in the office with my staff. And saving the money and time on commuting is great.

I also really like that it is very cutting-edge and always introducing new features to keep up with technology, such as AI reading incoming invoices and automatically classifying and entering the relevant data. This saves on input errors and time retyping data. Review collected by and hosted on G2.com.

Getting used to navigating the menus in Sage Intacct was the worst part of the software when we first adopted it. I honestly didn’t think I’d ever remember all the steps needed to get to the functionality I wanted, but I eventually learned. Even now it still feels cumbersome, though I can get where I need to go fairly quickly.

I also don’t like the error messages. When you enter something and there’s an issue, the message you get is usually confusing and often includes code. I’m sure that’s helpful for programmers, but it doesn’t mean anything to me.

Reports are another area I struggle with. They’re really hard to understand, and it took me hours and hours to figure things out because it’s about as far from intuitive as you can imagine.

Finally, I dislike that you can’t really change the reporting defaults in Sage Intacct. It always defaults to one month and a calendar year. I wish it recognized that not everyone operates on a calendar year, and that a fiscal year is more important to me. I should be able to choose the default I want for reporting, but instead, every single time I pull data I have to override the default and enter different dates, which is annoying. Review collected by and hosted on G2.com.

Sage is incredibly helpful for us as a non-profit that works with multiple grants/funding sources. It was a huge step up from Quickbooks and has helped us to track and manage 50+ grants at a time with ease. The allocation application is a massive time saver, and the integration with ADP for our payroll is pretty seamless. They system has helped us to step up to the next level in our accounting processes by making it easy to create clear processes for check-writing and receiving payments. Review collected by and hosted on G2.com.

Sage is an incredibly expensive product, but if you can afford it, the system is worth it. Time and effort for onboarding is massive. You will need to be able to advocate for yourself if the jargon the onboarding team uses is foreign to you. Some onboarding team members were better than others. There is also a pretty big learning curve if you are coming from a simpler system, like Quickbooks. Review collected by and hosted on G2.com.

Moving from a system that did not have any dimensions, that has been one of the biggest helps for our organization. It keeps our chart of accounts much cleaner and allows us to analyze financials from different angles. It's marketplace and integrations are also a massive upgrade from Sage 100. Review collected by and hosted on G2.com.

Setting up reports or making seemingly small changes is a little less simple than I would like. My ability to use the platform is easy enough to move in and out of different modules, but if you want a report or a screen or setup to look a different way, it seems like there should be drag and drop options that are just not available. A lot of clicks to change small things. Review collected by and hosted on G2.com.

Alright, buckle up, because Sage Intacct absolutely deserves this glowing review!

From the get-go, this cloud accounting software has been a game-changer for our business. We were drowning in spreadsheets and outdated systems, and Intacct swooped in like a superhero with a cape made of efficiency.

The real-time visibility it offers is incredible. We can now see exactly where we stand financially, drilling down into the details with ease. No more waiting for month-end reports that feel like ancient history! The customizable dashboards are fantastic – we've tailored them to show us the key metrics that matter most, making informed decisions a breeze.

What really sets Intacct apart is its robustness and scalability. As we've grown, it's grown with us, handling increasing complexity without a hiccup. The multi-dimensional reporting is a lifesaver, allowing us to analyze our data in ways we never thought possible. Seriously, slicing and dicing financial information has become… dare I say… enjoyable?

And let's talk integrations. Intacct plays nicely with so many other crucial business systems. This seamless connectivity has streamlined our workflows and eliminated so much manual data entry. It's like all our essential tools are finally speaking the same language.

Finally, the support team is top-notch. Whenever we've had a question (and let's be honest, with any new system there are always a few!), they've been responsive, knowledgeable, and genuinely helpful. It feels like they're true partners in our success.

Honestly, if you're looking for a powerful, flexible, and future-proof accounting solution, look no further than Sage Intacct. It's not just software; it's a strategic asset that has significantly improved our financial operations. Five stars all the way! ⭐⭐⭐⭐⭐ Review collected by and hosted on G2.com.

Okay, so while I'm a big fan, no system is perfect, right? If I had to nitpick something someone could dislike about Sage Intacct, it might be the initial learning curve and implementation.

Because it's such a robust and feature-rich platform, getting everything set up exactly how you want it and training your team can take a bit more time and effort upfront compared to simpler, less comprehensive solutions. It's not necessarily difficult, but it does require a commitment to the process. If a business is looking for something incredibly basic right out of the box with minimal setup, the depth of Intacct might feel a little overwhelming initially. Review collected by and hosted on G2.com.

I find Sage Intacct user-friendly and easy to navigate. I like how we can customize reports by handling categories, trends, by department, classes, and in all dimensions, which helps us view balance sheets. I also appreciate features like bank reconciliations and consolidation modules, which assist in consolidating multiple currencies and multi-entities. Additionally, setting it up was easy, which I found really beneficial. Review collected by and hosted on G2.com.

The recurring entries aspect of Sage Intacct is a bit frustrating for me. It's not possible to post these entries on a daily basis, which limits flexibility. I would prefer if there was an option to have fixed recurring entries. Also, accessing KvaS recurring templates is not possible, which is limiting. Review collected by and hosted on G2.com.