Sage Intacct Reviews

My main use case for Sage Intacct at Navis HealthCare involves performing a significant number of journal entries, reconciliations, cash reconciliations, inter-company transfers, and it serves as our general accounting package where I handle uploads for payroll and other functions.

A specific task that I recently completed using Sage Intacct is the implementation of Sage AI packages into our software, alongside my ongoing work on reconciliations for our balance sheet accounts.

Sage Intacct offers exceptional features including the integration of multiple entities and the contracts module, which is a very powerful tool, as is the projects module. As a former implementer of Sage, I have nothing but positive things to say about it and can mostly think of positives rather than negatives.

The contracts module has helped us track our clients with multiple contracts by the contract itself, rather than just by the project or particular customer, providing us with another dimension to slice and dice our information.

An example of how the reporting tool has helped my team make decisions is that it continually enables us to see where our money is going, which projects and contracts are consuming our resources, and which ones are actually making the company money. The reporting tool also made it incredibly easy to provide potential investors with the necessary information quickly and easily instead of it taking months. Sage Intacct has positively impacted our organization by providing us with a robust reporting tool that allows us to see into the background of financials without a lot of added effort.

I wish Sage Intacct had a more robust interface with their help desk, as right now getting help with Sage is sometimes slow and clunky. However, we are fortunate to have a fantastic customer representative who goes above and beyond to get me answers quickly, but that is because we are a large customer and one they are actively pursuing since we added a lot of functionality in the last year.

I have been using Sage Intacct on and off since 2012, so fifteen years.

Before Sage Intacct, I have used many other solutions including Sage 50, QuickBooks, and some proprietary software at different organizations. By far, Sage Intacct is the easiest to use and the best.

I have seen an astronomical return on investment with Sage Intacct, particularly regarding time saved. We are in the process of deploying some of the AI tools available within Sage Intacct, specifically the close tool, which is going to be a huge time saver for our monthly close.

I was not part of the evaluation process for other options before choosing Sage Intacct, which is why I point out that using AI for this type of thing may not be the best idea.

My advice to others looking into using Sage Intacct is to please get a professional implementer to handle the implementation. One problem at Navis HealthCare is that it was poorly implemented, and I have spent the past six months cleaning up their instance with a significant amount of work still ahead of me. I provide this review with an overall rating of ten.

My main use case for Sage Intacct is to provide customer satisfaction as we deliver software solutions. A quick example of how I use Sage Intacct in my work is that we provide GL, General Ledger, and accounting systems to clients so that they can manage their accounts.

Reporting would be the best option regarding my main use case for Sage Intacct.

In my opinion, the best features Sage Intacct offers, considering my company, include various functionalities such as reporting, billings, GL, credit balance management, and everything else we can manage from Intacct.

The reporting feature in Sage Intacct is really good with the user interface because it takes only two or three steps to create any kind of report, any kind of credit history, or age analysis on any kind of batches, making it really useful for any kind of company.

Sage Intacct has positively impacted my organization; most of the clients on X3 have moved to Sage Intacct because Sage X3 was quite heavy to work on, while Sage Intacct is user-friendly.

The user-friendliness of Sage Intacct has helped my team and clients by saving customer time and our developers' and consultants' time; for instance, if a project takes 100 hours on Sage X3, it only takes about 60 or 50 hours on Intacct, allowing us to manage it from anywhere since it is cloud-based.

I see room for improvement in Sage Intacct, specifically regarding reporting, as it should be more versatile with the data; more add-on data would provide many more options, especially since API calls can be quite difficult.

I have been working in my current field for four years.

In my experience, Sage Intacct is stable; my clients have never given me bad feedback regarding it.

Sage Intacct handles growth and increased workload well, and it never crashes, which is a big plus.

Customer support for Sage Intacct is excellent, and whenever I face any issue, I find them ready to help, which is really beneficial.

Positive

I previously used Sage X3 before switching to Sage Intacct.

I have seen a return on investment with Sage Intacct; time saved is really important and, for example, while booking my timesheet on X3, it was hectic, but there is no data loss with Intacct since we can start where we left off.

My experience with pricing, setup costs, and licensing depends on the quotation we signed for clients, as it always relies on the sales team.

Before choosing Sage Intacct, I evaluated other options such as Sage 300 People and HR and payroll solutions.

I would advise others considering Sage Intacct to try it first, as if they feel it will provide more reliability, they should give it a chance. My company has a business relationship with this vendor as we are a partner.

I found this interview good and have no suggestions for changes for the future; thank you. I gave this review a rating of 9.

My main use case for Sage Intacct is to record day-to-day transactions and to generate reports, such as financial statements including income statements, balance sheets, AP aging reports, and AR aging reports.

When I use Sage Intacct for generating a report or handling a transaction, such as bank transactions that we download from the bank portal to record, we debit the GL code for the services or items we have purchased and credit the credit card GL accounts.

Regarding my main use case with Sage Intacct, when I prepare financials, we work on monthly financials, so every time we generate reports for income statements and balance sheets, we use it on a monthly basis.

In my opinion, the best features Sage Intacct offers are that bank reconciliation is very simple, and the drafting and posting functionality is excellent.

For the bank reconciliation feature, it is simple because when we perform a bank reconciliation, we enter the reconciliation date, such as the end-of-month bank balance, and we simply match transactions with our bank statement, making it easier to reconcile those transactions in a single place.

Sage Intacct has impacted my organization positively as it improves on a regular basis whenever I find glitches. When we prepare financials, we also use Vellixo for Sage Intacct, which makes it challenging to attach every single statement on each transaction.

Sage Intacct can be improved, especially when we perform any bank drafting. For each transaction, we have to particularly go to that transaction to attach support documents. If Sage Intacct can improve in this attachment area with the help of Vellixo, it would better save us time.

Regarding Sage Intacct's stability, I am not particularly concerned about the reliability, but if the team can work on cloud performance, it would be better. Sage Intacct occasionally experiences lag while we are working online.

If we can sync our bandwidth with Sage Intacct, it can automatically download the transactions, which would make it easier for us to draft and post from Sage Intacct, ultimately saving us more time.

I have been working in my current field for more than two and a half years.

Regarding Sage Intacct's stability, I am not particularly concerned about the reliability, but if the team can work on cloud performance, it would be better. Sage Intacct occasionally experiences lag while we are working online.

Sage Intacct's scalability is good as it handles our growing needs easily since we use it for our daily operations.

Before Sage Intacct, I used Tally ERP software.

My advice to others looking into using Sage Intacct is that it is better software for you, as it can offer lower costs compared to other accounting software.

Sage Intacct has made things easier for our team, but I do not particularly analyze these things because we have all been using Sage Intacct from the very beginning.

I would rate my overall experience with Sage Intacct an eight out of ten.

My main use case for Sage Intacct is project and support, and I typically use it for day-to-day tasks.

For support, I handle troubleshooting accounting related issues in Sage Intacct, including accounts receivable and accounts payable.

With a project, I handle data migration in Sage Intacct.

The best feature Sage Intacct offers is Cash Management.

What stands out to me about Cash Management in Sage Intacct is the ease of tracking transactions and solving bank reconciliations.

Sage Intacct has positively impacted my organization by providing recognition and speed, and its cloud-based nature is an advantage.

Since using Sage Intacct, I have noticed improvements such as the ability for clients to log in wherever they are with just a browser, which makes things easier.

With the live data, Sage Intacct makes it easy for clients to proceed with their day-to-day basis and to see the company's progress.

I believe data migration could be improved in Sage Intacct to save time and to minimize working with Excel when dealing with data migration.

I chose a rating of nine out of ten because when busy with a project, sometimes data migration takes longer due to the client using a different system and needing to rely on Excel to clean the data, which can be time-consuming.

I have been using Sage Intacct for nine months.

In my experience, Sage Intacct is stable with no downtime or issues.

Sage Intacct can handle growth and increased demand easily.

I reach out for customer support for Sage Intacct maybe once in a month.

Before choosing Sage Intacct, I evaluated other options such as Sage X3.

My advice to others looking into using Sage Intacct is that it is cloud-based.

When I say cloud-based, I mean that you can log in anywhere, work remotely, and the data is safe.

I feel we need more consultants on Sage Intacct because the demand from clients keeps on increasing.

I would rate this product a nine out of ten.

My main use case for Sage Intacct involves handling Sage Intacct implementation as well as Intacct migration projects.

For one of my projects, I first discuss the requirements of the client, conduct the kickoff call with the client, and understand the structure of the client's requirements. Based on that, I set up the modules: Accounts Payable module, Accounts Receivable module, Cash Management module, and Company module. I also set up the approval process, chart of account, and everything including dimensions, all according to the client's requirement.

I generally deal with all types of requirements, and we also handle the post-go-live support.

The best features Sage Intacct offers are the Reporting and Dashboard, which is the main useful feature that everyone will use.

The reporting and dashboard features stand out for me because if we have multi-location, multi-entity, then Sage Intacct has a feature that sets up the auto-entry for the inter-entity transactions. For reporting, we can complete many key features, including building reports on a dimension-wise as well as comparison-wise basis. Over the dashboard, we can also create live dashboards for the revenue side, profit and loss side, and balance sheet side. It is a great feature that we can run and generate reports based on the dimensions.

About the features, there are multiple options, including creating custom reports. Through custom reports, we can build any report that we want, and I do not see that feature in any other software.

Sage Intacct has impacted our organization very positively; we now have a good relationship with Sage Intacct and are working on new projects for Sage Intacct.

The main area that everyone wants to improve in Sage Intacct is Cash Management, so I think Cash Management requires more improvement.

In cash management, I find cash reconciliation is not user-friendly compared to what we have seen in any other software.

I have been using Sage Intacct for more than four years.

Sage Intacct is stable.

Sage Intacct's scalability is very good; it scales well over a long period.

The customer support is very good.

Before Sage Intacct, we used QuickBooks Desktop and switched from QuickBooks Desktop to Sage Intacct.

I have not seen a return on investment.

I am aware that Sage Intacct regularly updates the pricing whenever required, releasing price modules or price notifications. As for setup cost and licensing, we have multiple module-wise charges, and we can say there are phase one, phase two, phase three, and franchise model charges. If we require any additional features or additional users, we need to pay for that.

I did not evaluate other options before choosing Sage Intacct.

For the time-saving side, in the review part, we have an approval process, so each time we get a notification, which saves our time. Email notifications let us know that we need to approve requests or bills, so this occurs in Sage Intacct.

The main advice I give to others looking into using Sage Intacct is that if you have multi-dimension, multi-entity needs, then you definitely need to use Sage Intacct.

I would rate this product an 8 out of 10.

My main use case for Sage Intacct is hospitality accounting. I use Sage Intacct for hospitality accounting to control the operations of the condo hotels, deposit layers, city layers, guest layers, and inventories for the restaurants.

I perform regular accounting functions including payroll, credit card reconciliations, bank reconciliations, and customized reports.

The best features that Sage Intacct offers are report customizations. Some clients request particular reports that are outside the standard reporting list, so it is great to be able to customize the report to fit the client's necessities.

Sage Intacct has positively impacted my organization because it is great software, very robust, and very easy to use. It has helped me reduce errors and reduce time, especially for invoice processing. Sage Intacct is stable, robust, and very complete.

Sage Intacct can be improved by integrating AI and offering more dynamic reports. If artificial intelligence can be integrated, it will be great.

I have been using Sage Intacct for about seven years.

The customer support for Sage Intacct is pretty good.

I have used different software such as M3 Core Accounting, Adfolio, and Restaurant365. I evaluated other options before choosing Sage Intacct, and among those options was M3 Core Accounting.

Sage Intacct saves time.

My advice to others looking into using Sage Intacct is that it is a very good investment. Sage Intacct is great software. I would rate this review an eight out of ten.

My main use case for Sage Intacct is setting up the systems and configuring it for clients to use it properly for accounting.

I have set up Sage Intacct from the beginning of company-specific setup, creating the entities and different modules such as accounts receivable and accounts payable, loading master data, and integrating Nexonia, Ramp, and Bill.com to Sage Intacct, ensuring all these applications flow together for accounting purposes.

We set up the systems and have used the O2C revenue management module and the consolidation module; however, the consolidation module lacks several features in setup, including the inability to create different sub-level entities, and it is very rigid and not customizable for adding different entities under one book, so we are trying to create multiple books. Overall, Sage Intacct lacks customization for user specifics, such as creating custom reports or custom fields, which are not very user-friendly, presenting a point of improvement.

Sage Intacct has positively impacted my organization as we predominantly use it as the accounting software for all our clients; we onboard them by setting up their company structures and configurations, preparing everything ready for their accounting and finance analysis.

Specific outcomes show that Sage Intacct has significantly benefited our clients by organizing data in the system; previously, clients used low-level ERP systems, but after transitioning to Sage Intacct, they gained control over GLs created and prevented duplications of vendors or customers, which has reduced confusion in financial statements and made them more organized. Additionally, it has reduced duplication of entries by accurately capturing invoice number details and has saved significant time by automatically generating P&Ls and balance sheets without the need for manual preparation.

The accuracy of accounting has improved by nearly 95%, and we save about three days of manual effort to prepare financial statements.

The best features Sage Intacct offers include the import feature and the integrations feature, with imports allowing us to load a large number of data into the system at one time, while the integration module enables us to integrate different systems and have the entries flow into Sage Intacct without any manual intervention.

The import feature has particularly saved a lot of time; for example, we had to load 10,000 journal entries at one time, and by preparing our template based on the import feature, we downloaded the template, had the data ready, and used it to automatically load the entries into Sage Intacct, especially for the revenue management module. Regarding integration, thousands of Ramp transaction entries flow directly to Sage Intacct, posting entries without manual intervention and sometimes without even needing to reclassify because all the categories are derived automatically using the MCC codes from the bank directly.

Sage Intacct automates the revenue management module, particularly in posting revenue recognition entries like deferred revenue at month-end or other applicable frequencies; we can click a button to get entries posted for large data amounts, making this process incredibly helpful and automated.

Sage Intacct should offer users more customizable options, particularly in sending emails to customers regarding invoices, as it currently allows only a single email selection derived from contact information, which can be limiting when bill-to and ship-to addresses differ.

User experience is generally good, although integrations are sometimes challenging; for example, I found the Rippling integration to be particularly difficult. Some user help or support from Sage Intacct support team on Rippling integration would have been beneficial.

I have reached out to Sage Intacct support team regarding tax calculations not happening correctly, even when the configurations appear as expected; the resolution process involved multiple back-and-forths, taking about one week on average for a solution, indicating a potential area for improvement.

I have been working in my current field for around six years but in the current company it is more than one year and eight months.

I have been using Sage Intacct for more than one and a half years.

Sage Intacct handles growth and increased data volume well, demonstrating good scalability.

New users getting started with Sage Intacct can begin with a straightforward interface.

It is easy for new users to get comfortable with Sage Intacct, but a few advanced modules require some guidance or help, especially concerning configurations.

In terms of integration with third-party applications, I find the Nexonia integration very easy and friendly, as well as Bill.com, although the integration with Ramp is somewhat manageable. However, the Rippling integration poses challenges due to inconsistencies in locations and dimensions, making it tougher.

I feel very confident in Sage Intacct's ability to safeguard financial data, ensuring both security and compliance.

Sage Intacct is not used on mobile devices.

My advice for others looking into using Sage Intacct is to be careful with configuration because once set, the system runs exactly as configured, so it is essential to choose wisely and be crystal clear about the requirements.

Overall, Sage Intacct is a very useful accounting tool, and it can scale up more to be used for large-scale industries, featuring a friendly user interface and good user experience. I would rate Sage Intacct an eight out of ten because it is an overall solution that genuinely helps customers manage their financial data, although it still has room for improvement and flexibility for users.

My main use case for Sage Intacct involves setting up customers with Sage Intacct.  I primarily focus on the construction space.

Sage Intacct is an open API and can easily owrk with many different integrations, 

Better visibility to financial reports and projects. 

The best features Sage Intacct offers include its ease of use due to the open API, and the fact that it operates with 3D accounting dimensions.

The reporting capabilities and automation and integration abilities in Sage Intacct make it easy to work with other third parties and collaborate effectively.

Sage Intacct has positively impacted my organization by making many customers more efficient and providing better visibility into project costs.

The change order process in Sage Intacct could be smoother and easier, and I believe the ability to perform lien waivers and invoices in bulk, as well as improvements in inventory management, could enhance the system.

The use of imports in Sage Intacct could be made easier for clients.

I would like to see improvements in Sage Intacct regarding the ability to add cost codes to project contract lines and to have more flexibility with check printing.

I have been using Sage Intacct for about three years.

Sage Intacct is stable.

Sage Intacct is very scalable.

The customer support for Sage Intacct could improve.

Neutral

Many of my clients have switched to Sage Intacct from QuickBooks, Sage 300, or Sage 100 due to various needs.

My company has a business relationship with this vendor as we are a value-added reseller.

I have seen a return on investment with Sage Intacct.

My experience with Sage Intacct's pricing, setup cost, and licensing is that it is somewhat slow and expensive.

Before choosing Sage Intacct, my clients evaluated other options including NetSuite.

If you are looking to use Sage Intacct, my advice is to work within the systems and understand how they work appropriately—do not try to get creative; use it as it is built. I would rate this review as a seven.