What do you like best?
#1 - Configurability
- Configurable and visual dashboards
- Configurable, scheduled emails
- Permissions and contols
- API for pre-configured or custom integrations
- Locked into a small business discount for entirety of the relationship -- 50% discount on some add-on modules or an effective 15% off sticker
- Quickly being able to build out a set of different internal books, like a pro-forma view of what your 2 companies would have looked like financially had they always been 2 companies (not recently split off from 1).
- Great training courses (for an additional fee) and instructors
What do you dislike?
#1 - Expect to spend a lot of time setting up this system -- both with your implementation partner and after. While the system is quite powerful and configurable, someone has to set it up.
- Support often takes 1 week to ping back basic responses that don't address problem; quick to kick back to you without addressing thoroughly or asking good questions to elicit more information
- Finding community suggestions that are:
-- years old
-- on expected features
-- something support referred you to recommends (as though it's a new idea and no one else has asked for it) when there's no solution
- Small business discount maxing out at 3 users -- heavy increase on subscriptions if we expand by one more business user.
- needing to ask to turn on features that are globally helpful, like audit trail or Collaborate
- Some settings are not granular enough, for example turning off an employee type user's ability to email a PO to a vendor while still providing them with related abilities for internal purposes.
- Configurable emails are limited to customers only. No customization on email to vendors.
- Using merge fields is very tedious and time consuming. If you want to build a cover letter to go with those weekly automated emails, forget it. Apparently there was once a Word plug in that assisted with this -- it's stated to be no longer supported but remains downloadable.
- The additional fee for use of APIs and a sandbox environment -- one of the selling points of the system is that it's "built to integrate with other systems" and it's primary function is as the accounting piece. So why not include these features to begin with?
- Other features: Payroll -- We don't use it because it's not offered. Selecting Intacct means you'll need to select a new payroll provider. We opted for ADP to enhance our HR offerings and use this partner's pre-integrated platform to port over weekly payroll activity. This was another big implementation we took on last year. I elected to continue using Quickbooks for payroll the next 2 quarters while we configured this piece after we had Intacct configured.
- Downloading banking activity requires a 3rd party integration, which you'll also need to separately implement with that vendor since Intacct is so highly configurable, mapping to your dimensions isn't standardized.
- There aren't a ton of pre-built reports and building reports, while powerful, is very time consuming.
Recommendations to others considering the product
Of course, it's to do your homework. I relied heavily on resources like G2Crowd for pooling together unbiased, education reviews before approaching vendors. Infor was the top contender for an all-in-one ERP before we decided on a best of breed approach.
Have patience in the process. Ask lots of questions. Demo and ask if you can have a login ID to test drive.
Know your requirements. We worked with a local accounting firm for consultation on what we wanted our entire system to do.
Don't neglect doing homework on the support. Don't expect perfection, but know what your deal breakers are. Ask if you can have a community user setup before making a purchase. I'm not sure if that's a thing, but I think you'll be surprised at some quirky little things that you'd expect to be quickly taken care of that aren't. Like an 11 year old "under consideration" request to increase the max logo resolution from 216 x 43 pixels to 300 x 300 pixels -- you'll actually need to remove your logo from all the standard reports or IT WILL print pixelated. This in and of itself shouldn't be a deal breaker, but the small things you expect to be inherited add up. You don't need to come up with an exhaustive list of everything, but you do need to ask lots of questions while you demo.
We LOVED working with Cargas. We worked with excellent communicators and project managers dedicated to keeping us on timeline and budget.
What business problems are you solving with the product? What benefits have you realized?
- Better segregation of duties through:
-- different user license levels (mail room supervisor entering digital PO request rather than turning in a paper request)
-- very precise granular permission settings on defined roles
Several features we are not using today will be used at a later time. While we implemented the accounting piece of Intacct last year, this was the first of many pieces that we are still custom developing. The purpose for selecting a more powerful accounting system was so that it could eventually serve as the warehouse of financial transactions, business rules manager of financial transaction and for building reports and dashboards for executive overview.
The real intent of moving into Intacct has yet to be realized:
-- integrating with other systems
-- greater visibility into our financial statements for better, faster decision making
I will absolutely update this review if given the opportunity once we have our custom pieces developed and integrated.