Share your experience using Adra

My main use case for Sage Intacct is working for a nonprofit organization in the US, and in my daily work, I record all the entries, data, all the accounting tools, and make financial reports from Sage Intacct and take various reports from that.

A quick specific example of how I use Sage Intacct for my nonprofit organization is that I regularly handle monthly entries for insurance, taxes, and more. Moreover, I post the invoices and make those payments from Sage Intacct and record those particular entries.

The main usage of Sage Intacct is for journal entries, such as for taxes, insurance, and daily invoice processing for vendor day-to-day transactions. We render a service, so for that, I just have to book an entry in which I'll attach the invoice and process the payment from Sage Intacct.

The best features Sage Intacct offers include the ability to edit journal entries, attach more than one attachment right there, and have specific fields for marking the transaction such as a description, notes, dates, and GL account numbers where we code that. This feature really helps me out in my daily work.

This has made my workflow easier and more accurate because when I receive an invoice and I'm confused about the nature of the expense, Sage Intacct helps me choose a listed GL code easily. Additionally, for the transaction date, Sage Intacct doesn't allow me to take a different date from the invoice since I'll attach the invoice. This helps with the accuracy of the amount of the invoice. Another example is that during bank reconciliation, Sage Intacct already helps me mark items that are already posted in the bank or which are in the bank statement, which makes me feel better when I go for reconciliation.

Sage Intacct helps me mark the exact date and amount for particular transactions, same in the bank statement, and this feature is really appreciable in Sage Intacct.

Sage Intacct has positively impacted my organization by providing the opportunity to delete or edit any incorrect journal entry at the same time or in the prior or post-period after posting that particular entry. We also have the ability to apply money to grants in Sage Intacct, and if we post a wrong amount or dates, it gives an option to correct it, which is a great help in accounting.

As far as I'm using Sage Intacct, I haven't experienced significant challenges, but the page expires really fast if I have idle time or am working on something else while finding an amount or looking at an invoice. This feature might be helpful if they correct it.

In the interface for bank reconciliation, there are so many options on the upper side, such as ending balances and periods, closing and GL balances, which are all summed up in the same place. If we could separate them with a highlighted column for the same amounts, that would be more helpful.

I have been using Sage Intacct for two years.

I have never experienced any downtime or technical issues with Sage Intacct.

I wouldn't say that we transferred from another solution to Sage Intacct, but due to business requirements and technology, I was using some in-house software for accounting, and after discovering Sage Intacct, it has been really helpful compared to the past.

I have seen a return on investment primarily in time savings, as I'm not sure about the money part. Sage Intacct is user-friendly, meaning all the employees working on Sage Intacct are recording everything needed for our daily work, and from my personal experience, I find Sage Intacct better than other software.

Before choosing Sage Intacct, I evaluated options such as SAP, Xero, and QuickBooks, as we were using several in-house software, but I found that Sage has additional features that made it more user-friendly in comparison, and the management voted for Sage based on employee feedback.

My advice to others looking into using Sage Intacct is that if you haven't tried it, you should do so once, and you will feel the difference compared to the earlier software or solutions you are using right now. I would rate this product an eight out of ten.

For our main use case with FloQast, we utilize it for month-end close tracking, reconciliation, and close management, as well as our fluxes.

A specific example of how I use FloQast for month-end close and fluxes is that throughout our close, we use it for our daily sign-up management meeting to see how the team is tracking to meet our deadline for month-end close. We track all of our balance sheet reconciliations and ensure all of the accounts are reconciled timely and accurately, along with having the flux module integrated with NetSuite to perform more automated fluxes.

The best features that FloQast offers are definitely the intuitive dashboard, user-friendly interface, and how easy it is for the team to track all the balance sheet reconciliations.

The dashboard in FloQast is intuitive and user-friendly because it is very easy to display different views if we want to see how the team is doing with a specific area of accounting such as prepays or if we want to filter to how the team is doing on day one, day two, see what is past due, what is late, what is on time, and what is coming up. We can also filter it to a specific team member who needs help, who is on track, or a top performer, so tracking every detail at a very granular level is very helpful for management.

FloQast has positively impacted my organization by helping our month-end close be more streamlined. At my previous company, it helped us go from a 15-day close to a 10-day close and then a 6-day close.

The transition from 15 days to 6 days happened because FloQast helped keep everything organized and centralized, holding team members accountable, and allowing management, team members, and all stakeholders a centralized place for us to store all of our month-end close tasks, ensuring nothing gets missed, ensuring timeliness, completeness, and accuracy.

I think FloQast could be improved, especially their flux module, by having a more powerful feature to allow teams to flux at a more granular level, such as a vendor level detail flux.

I have been using FloQast for about 7 years.

The advice I would give to others looking into using FloQast is that user adoption is key, ensuring every single accounting staff member and management are leveraging the tool because if not everyone is using it, then there is really no point in purchasing this tool. I would rate FloQast a 9 overall.