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Sage Intacct

Sage Intacct


What is Sage Intacct?

Sage Intacct is a cloud ERP system targeted at high-growth small and medium-sized businesses. Intacct includes applications for core financials and accounting, purchasing, order management, and financial reporting and business intelligence. It also integrates with 3rd party software like Salesforce.

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Recent Reviews


8 out of 10
April 12, 2024
We use Sage Intacct as our system of record for accounting. Sage Intacct allows us to have tighter control over user permissions, better …
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Sage Review

8 out of 10
April 04, 2024
I use Sage to track all the monthly financial activities. So there is a lot of entries I am posting in Sage on a monthly basis.
The …
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Sage Review

7 out of 10
April 04, 2024
I use Sage Intacct for our part department of an electric contracting company. I am able to create purchase orders as well as inventory …
Continue reading
Read all reviews


Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 40 features
  • Accounts payable (1185)
  • Cash management (1101)
  • Standard reports (1136)
  • Custom reports (1121)

Reviewer Pros & Cons

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Video Reviews

1 video

Get Creative: Sage Intacct Opens Up Options for Software Company
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What is Sage Intacct?

Sage Intacct is a cloud ERP system targeted at high-growth small and medium-sized businesses. Intacct includes applications for core financials and accounting, purchasing, order management, and financial reporting and business intelligence. It also integrates with 3rd party software like Salesforce.

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  • Premium Consulting/Integration Services

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Product Demos

Revenue Recognition Demo

Sage Intacct Core Financials

Sage Intacct for Growing Businesses
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Payroll Management

Provides for pay calculation and benefit plan administration, in addition to managing direct deposit, salary revisions and payroll tracking.

Avg 7.2


This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Avg 6.8


This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Avg 7.9

Reporting & Analytics

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

Avg 7.4

General Ledger and Configurable Accounting

Financial management solution, including capabilities for general ledger and configurable accounting

Avg 7.2

Inventory Management

The ability to track and manage the flow of goods or materials into and out of an inventory.

Avg 6.7

Order Management

The ability to process orders, and track them from quote to cash.

Avg 7.1
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Product Details

What is Sage Intacct?

Sage Intacct is a cloud-based financial accounting software system with functionalities for small to mid-sized businesses. 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.

With an open API structure, Sage Intacct’s accounting solution also provides integration with any CRM, payroll, POS, or ERP system such as Salesforce, and ADP.

Sage Intacct aims to give organizations the visibility and agility to make the right data-driven decisions at the right time to steer their organizations and people to growth and recovery. When it is integrated with budgeting and planning and paired with HR and people software, Sage Intacct is designed to enable digital transformation through continuous accounting, continuous trust and continuous insight.

Sage Intacct Features

General Ledger and Configurable Accounting Features

  • Supported: Accounts payable
  • Supported: Accounts receivable
  • Supported: Cash management
  • Supported: Bank reconciliation
  • Supported: Expense management
  • Supported: Time tracking
  • Supported: Fixed asset management
  • Supported: Multi-currency support
  • Supported: Multi-division support
  • Supported: Regulations compliance
  • Supported: Electronic tax filing
  • Supported: Self-service portal
  • Supported: Global Financial Support
  • Supported: Intercompany Accounting
  • Supported: Journals and Reconciliations
  • Supported: Enterprise Accounting
  • Supported: Configurable Accounting
  • Supported: Centralized Rules Framework
  • Supported: Standardized Processes

Inventory Management Features

  • Supported: Inventory tracking
  • Supported: Location management

Order Management Features

  • Supported: Pricing
  • Supported: Order entry
  • Supported: Credit card processing
  • Supported: End-to-end order visibility

Payroll Management Features

  • Supported: Reimbursement management

Reporting & Analytics Features

  • Supported: Dashboards
  • Supported: Standard reports
  • Supported: Custom reports

Customization Features

  • Supported: API for custom integration
  • Supported: Plug-ins

Security Features

  • Supported: Role-based user permissions
  • Supported: Single sign-on capability
  • Supported: Multi-factor authentication
  • Supported: User-level audit trail

Additional Features

  • Supported: Subscription billing
  • Supported: Revenue recognition
  • Supported: Collaboration/Social
  • Supported: Multiple chart of accounts
  • Supported: Multiple reporting books
  • Supported: Multi-dimensional reporting
  • Supported: Graphs/Charts/Performance cards
  • Supported: Report visualizations (conditional highlighting, color grading, trendlines, etc.)

Sage Intacct Screenshots

Screenshot of Accounts Receivable: Automate accounts receivable processes.Screenshot of Revenue Recognition: Automated and compliant revenue recognition with complete support for ASC 606 and IFRS 15.Screenshot of Real-Time Reporting: Real-time reporting with up-to-minute financials across multiple business dimensions. Show only the metrics that matter based on the user viewing the dashboard.Screenshot of the times and expense management dashboard, which is customized to reflect the user's role, displaying relevant information that aligns with their position, thereby presenting each individual with the data most pertinent to their responsibilities.Screenshot of the detailed company metrics used to forecast business growth.Screenshot of the order management workflows, which are automated to accelerate quote-to-cash sales

Sage Intacct Videos

Sage Intacct Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
Supported CountriesUnited States of America, Canada, Australia, United Kingdom, South Africa

Sage Intacct Downloadables

Frequently Asked Questions

Sage Intacct is a cloud ERP system targeted at high-growth small and medium-sized businesses. Intacct includes applications for core financials and accounting, purchasing, order management, and financial reporting and business intelligence. It also integrates with 3rd party software like Salesforce.

NetSuite ERP, Certinia ERP Cloud, and Microsoft Dynamics GP are common alternatives for Sage Intacct.

Reviewers rate Single sign-on capability highest, with a score of 8.8.

The most common users of Sage Intacct are from Mid-sized Companies (51-1,000 employees).
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Reviews and Ratings


Attribute Ratings


(1-25 of 1338)
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Score 6 out of 10
Vetted Review
Verified User
My company uses Sage Intacct for the majority of our Financial Accounting functions. The ability to have multiple entities is vital within our organization, as well as the use of many different verticals/locations.
  • Entity implementation
  • Reporting
  • Budgeting & planning
  • Integration with other solutions
Sage Intacct is well suited for small to mid-sized businesses with room to grow. The scalability is easy to change and improve processes as things change within the business.
Score 7 out of 10
Vetted Review
Verified User
Our company uses Intacct for almost all accounting needs. Our use of the program ranges from creating and emailing invoices, A/P, and journal entries. Having most of our accounting needs met with a single program has made our job simpler. However, the biggest issue we have had with the program is overall system slowness. The offline job queue can get backed up with thousands of jobs during the month, which can result in jobs we attempt to process offline failing due to timing out. Contacting customer support will not result in an immediate solution if it requires their engineering team to look into the issue; we have had support cases remain outstanding for months. Overall, Sage Intacct meets our company's basic needs, but system slowness can occur with more modules added.
  • Easy to use
  • All inclusive
  • Makes invoicing simple
  • System slowness
  • Customer support response time
  • Printed doc templates can be frustrating to create
Sage Intacct is well suited for handling basic accounting needs for a business. This includes invoicing, tracking A/P, and generating financial statements. Sage Intacct would not be appropriate if your business plans to implement various add-ons, as this can result in system slowness that the Sage Intacct support team will not be able to fix in a timely manner.
Score 8 out of 10
Vetted Review
Verified User
Sage Inracct is used across the whole company. It is mostly used for company financials, but our project managers use reports to help run their jobs. The financial part of Intacct works very well. With the new Construction module, the project accounting is much better. We can now do more inside of Intacct and not have to do it in excel.
  • The cash management module is very easy to use and works well. Makes bank reconciliations easy.
  • The Report Center is very nice; there are many standard reports. But the report writer is great, gives you the ability to create reports for what you need.
  • AP and AR modules are also very easy to use. The Manage View feature is very handy to help sort by specific things to make finding entries easy.
  • The Project module needs more functionality. It is basically a data entry area. The schedule of values isn't in Intacct at all. You have no visibility of invoices by project or to be able to tell what invoices on that project are open without going to a different module and running reports. In the Project module, you get very high-level information, but you're not able to get any good detail.
  • Purchase orders cannot be edited/updated after they have been partially converted. This is a big oversight; it is very common to have to add items to a PO, especially for items like freight which is completely unknown at the time of PO creation. You should be able to at very least be able to add new likes to a PO after partial conversion.
  • You should be able to have as many Project Items/cost codes as you want. If you're a project-based company and all projects are completely different, you need to be able to track against many items.
Sage Intacct is a very good day to day accounting system, but where they have improved greatly is with the addition of the Construction and Real Estate module. This has give us much more functionality in tracking our project contracts and profitability. They have also added a change management function to be able to create change orders to PO's, project contracts and project estimates. There is still room for improvement in the change management functionality, as it is currently kind of cumbersome. But they are continually adding functionality and improving all areas of the system.
Score 8 out of 10
Vetted Review
Verified User
We're using Sage Intacct for accounting for two entities. The program is very robust. It allows for tailored reporting to meet specific needs across the two entities. We can also easily create summarized as well as detailed reports. The audit trail is strong. Integrations with other apps have made the journal entry process much easier, too.
  • The ability to tailor the system to our needs is a big help.
  • We were able to set up the account number structure in such a way that easily allows for detailed or summarized reporting.
  • Integrations with other apps have created time savings for our team.
  • The program is expensive for smaller organizations.
  • Learning how to create custom reports has been a challenge. Good quality training is important.
Our office handles accounting for two different entities with a large number of funds. Sage Intacct's program has the capability of handling everything we were looking for and is very capable of growing with us.
Score 8 out of 10
Vetted Review
Verified User
In my business we use Sage Intacct for various different things. These mostly include general accounting, PR creation and payroll. We also take advantage of the integration features on offer which has helped us address efficiency problems within the business and streamline processes.

This has helped to eliminate human error from everyday accounting tasks.
  • Sage Intacct's customisation features are quite useful since they enable us to customise it to meet our specific business requirements. Custom reports and account charts are something we can create to improve the overall experience.
  • Payroll and CRM integration have really helped us as a business. This has increased the accuracy across the department and ensures we are all looking at up to date information.
  • Perhaps most useful of them all is how simple Sage Intacct is to use, even for the new user. We have found it very intuitive to use and like the modern design that makes finding the necessary information straightforward.
  • We have found that some users find it difficult to get started on Sage Intacct, as all the information can be a little overwhelming for the new user. A guided approach for new users or a simpler set up could assist with this.
  • We have also found there can be quite a steep learning curve when it comes to learning the full functionality of Sage Intacct. This can be even harder if the new users aren't familiar with accounting software in general. I think having more support during on boarding would help with this.
  • We have had some issues with setting up some of the integration features. Once set up they are fantastic and help a lot but getting through the initial set up can be challenging and take quite some time and effort.
I find that Sage Intacct has been very well suited to our business, this is due to our business being a large international business with employees worldwide. This means we needed our accounting software to be accessed and processed by people world wide. We needed software that could keep up with our demands as a business. It may be less suited to very small start ups that only have a handful of employees.
Score 8 out of 10
Vetted Review
Verified User
We use it as our main transaction platform for sales, invoicing, stock management, ordering, etc. <br><br>It allows us to keep track of all the ins and outs of our business which makes sales and stock management more efficient versus doing everything on manual paperwork. <br><br>As a sales rep it makes my job much easier because I can process an invoice much faster, with the system automatically doing stock calculations and product values I don't have to worry about invoice totals being incorrect or working it out by hand. It also makes it easier for me to keep track of the products we have on offer and the stock we have available.
  • Data Capturing
  • Invoicing
  • Calculations
  • Journal Entries
  • Stock Management
  • Information Layouts
It is a good program for any small or growing business looking to have an easy, quick and functional system to keep track of all business transactions. User friendly and efficient in the workplace allowing for quicker processes in the business and better customer satisfaction.
April 12, 2024


Score 8 out of 10
Vetted Review
Verified User
We use Sage Intacct as our system of record for accounting. Sage Intacct allows us to have tighter control over user permissions, better reporting capabilities, and the ability to integrate with many other SaaS tools to automate many of our processes.
  • Dimension reporting makes it really easy to keep a streamlined chart of accounts and still be able to slice and dice the data in many ways.
  • Sage Intacct's marketplace partners has allowed us to integrate with many tools to automate many of our processes.
  • AP approvals rules are limited when compared to other products. Even when compared to the approval rules available in Intacct's Purchasing module, AP approval capabilities are quite limited.
  • Prepaid module is okay to use but it outdated and needs a UI refresh. The pages are not as intuitive as it could be and populating the fields are clunky.
As our company scales and moves towards becoming a public company, audit controls are extremely important and Sage Intacct does a very good job of setting custom user/role permissions. The dimensions in Intacct are also well suited for our company as we have multiple departments and cost centers. Dimensions allowed us to trim our chart of accounts but still allow us to slice and dice data in ways we couldn't do previously in our old accounting system.
Quintus Van Rooyen | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Having numerous branches Sage Intacct helps you move stock between branches safely and efficiently. This helps to avoid any stock losses as well as keep stock counts accurate.
  • Warehousing
  • Tracking
  • Accounting
  • More easy of interaction when it comes to view client details
  • Dashboard show monthly sales
  • More detail in the sales invoicing
I think for a small home based business Sage Intacct won't be feasible, however when expanding Sage Intacct can expand with your business.
April 11, 2024

Sage Intacct Review

Score 7 out of 10
Vetted Review
Verified User
We use Sage Intacct at the heart of our operation. All sales are done using Intacct. We also use it for stock availability. This makes Quoting/Invoicing very easy as we do not need to rely on our warehouse for constant stock counts of individual line items. Further than these features we can also use Intacct for internal messaging which is very valuable when our logistics department has loaded new shipments into the system which the sales team can then begin selling.
  • Quotes
  • Invoices
  • Support
  • Stock availability when checking item codes before entering the item into the quote/invoice.
  • More detailed descriptions of the item before entering the item into the quote/invoice.
  • Community messages more user friendly - "Mark all messages as read"
Intacct is great for growing businesses with many branches and possible branches to be opened in the future. It really allows teams to communicate well together in the company using the internal community features.
Most of the issues experienced thus far have mainly been as a result of implementation misunderstandings.
Score 9 out of 10
Vetted Review
Verified User
Full Cycle International Accounting, Accounts Payable, Accounts Receivable, Purchasing, Financial Reporting, cash and credit card reconciliation, etc. We use multiple layers of fields and coding for reporting structure. We're integrating 3 ERP systems into Sage Intacct globally. We're in process of onboarding hundreds of employees to Sage Intacct. Company restructuring for growth with acquisitions. Our AP team is in process of reviewing the benefits of AP Automation. We utilize the collaboration center and approval layers in Sage Intacct and frequently keep up with the Quarterly releases from Sage Intacct to benefit our team.
  • Collaboration Center - Incredibly useful for Deadline requests, training purposes, audit trails attached to correlating support.
  • Project Coding - Easy to follow and code to PO's and Invoices.
  • Department and Service Line ID's are fields we just included but have been useful for reporting in our organization.
  • Calculating VAT Tax Subtotals accurately.
  • Editing Invoices after they're posted or paid if it's in the same period!
  • Collaboration Center checklist where you don't have to see every tag but more of a completed or still pending status.
Sage Intacct is by far the best ERP system I have used over the years. It's the most user friendly and customizable system for large scale accounting. There are always going to be areas that have room for improvement but from what I have experienced working with Sage Intacct is that they're continuously improving every quarter with new releases trying to meet client needs.

There are specific nuances but once you familiarize yourself with them Sage Intacct is quick to learn.

The Help and Resource center specifically gives step by step instructions by module.
Score 4 out of 10
Vetted Review
Verified User
Its been a month since we started with Intacct and we are still experiencing a few issues. We have a team who are helping us and working through the issues. So far the system is good to use in some aspects but there are some that are too overly complicated and makes using the system hard.
  • Info Capturing option variaty
  • Short Down times
  • Ease of access to information (Profile specific)
  • Layouts too complicated/ over detailed
Starting a business from Scratch. Transferring from another accounting system has been difficult.
Small to medium businesses.
April 04, 2024

Sage Review

Score 8 out of 10
Vetted Review
Verified User
I use Sage to track all the monthly financial activities. So there is a lot of entries I am posting in Sage on a monthly basis.
The problems that Sage addresses for me is being able to easily correct an entry if it was posted wrong. The Edit feature saves a lot of time and allows the data to look cleaner rather having voided entries on the reports.
  • Journal Entries
  • Customizable Reports
  • A/P
  • Even though the reports are customizable I wish it was easier to pull P&L for any unique date range
  • For Bank Reconciliation I like seeing the Debit and Credits all on page instead of having to use the filter buttons
  • Also on Bank Reconciliation I like to see what had already been matched still on the same page as the unmatched ones but still have the option to filter them off of course but sometimes being able to see it all on one page instead of filtering back and forth
Well suited for many journal entries and being able to research entries are easy.

Not well suited for pulling P&L for unique dates without having to add in special reporting
Score 5 out of 10
Vetted Review
Verified User
My organization uses Sage to maintain our accounting records and financial statements. We are a medium sized business with several accounts and entities, and Sage has been implemented to provide a capable and accurate system for us to maintain our books.
  • Custom Reports
  • AP Workflow
  • Integration with third party apps
  • Duplicate invoices
  • Editing/Deleting Journal Entries
Sage is a great platform for companies with varying levels of complexity with their accounting system.
Score 8 out of 10
Vetted Review
Verified User
We use Sage Intacct as the GL system for our restaurant. It does a good job handling our multi-entity setup. It also interfaces with the other tools we use, which is extremely helpful.
  • Integrations
  • Reclassifying Entries
  • Reporting
  • Navigation has a learning curve
  • Inherent limitations of web browser
Sage is well-suited to a multi-entity environment. It is probably over-kill for a small business.
April 04, 2024

Sage Review

Score 7 out of 10
Vetted Review
Verified User
I use Sage Intacct for our part department of an electric contracting company. I am able to create purchase orders as well as inventory lists to send to our project managers and vendors. Sage Intacct has made this process easy and straight forward, we're able to update the system when we find road bumps that would otherwise slow our processes and continue to move forward with our procedures. While there have been hiccups with the transition to Sage Intacct, I feel that the system will be a much better option than what we were working with previously. Everything in Sage Intaact is easily accessible and in one system, while before we were using 2-3.
  • Converting
  • Purchase Orders
  • Kits
  • Adding multiple quantities of the same part is impossible it seems. We have different lengths of wire needed on the same jobs at times.
  • Training was very confusing, changing vocabulary and being on the same page about what the topic for that meeting would be.
  • Saving a kit as a draft would be a helpful feature.
I have been pleasantly surprised with how easy the transition actually was once my colleagues and I were working with it together. However the training meetings definitely need improvement on Sage's part. For my job in the parts department however it has eased a bit of stress and lessened how long data entry can take. With that being said I don't typically recommend software to my friends and my entire company has already gone through the transition to be working in Sage Intacct.
Score 7 out of 10
Vetted Review
Verified User
Personally, I utilize Sage for Accounts Payable. Coming from a non-finance background and working at a non-profit organization with many funding sources and departments, I have found Sage Intaact to have a moderate learning curve. Overall, the system offers many capabilities, but is not very intuitive. Small tweaks to the system based on customer feedback would make working within the software more efficient and useful.
  • Ability to export data in various formats
  • Sorting functions
  • Custom views
  • Detailed explanations when "errors" are generated in various environments such as uploads and invoice entry (currently the details provided don't seem to end up matching what the issue actually is and are not clear in terms of how to resolve/proceed)
  • No ability to merge duplicate vendors
  • Lacking option to "post" multiple bills in draft state, must do individually which takes a lot of time each week when we pay bills
Sage seems to be more appropriate for larger, corporate type companies that are focused on purchasing with limited funding sources and grant requirements. As a nonprofit user, the system is very finance oriented, which isn't as approachable when trying to outsource/train certain tasks to our various departments.
Score 8 out of 10
Vetted Review
Verified User
Sage Intacct is very effective and time-efficient for performing day-to-day bookkeeping tasks. I use Sage Intacct for monthly and daily bookkeeping.
  • Bank Reconciliation.
  • Monthly reports.
  • Effective data analysis.
  • None.
Sage Intacct is well suited for accountancy and book-keeping purposes.
Score 10 out of 10
Vetted Review
My organization uses Sage Intacct as our main accounting system for things such as AP entry, AR, modifying orders, etc.
  • AP
  • AR
  • Order Managment
  • Easier reversal process
  • Less down time
Sage Intacct is a easy to navigate website that is able to be personalized based on your daily tasks. It is very appropriate for an IT company accounting system to be able to distribute different kinds of orders accordingly.
Score 9 out of 10
Vetted Review
Verified User
I use Sage Intacct to submit Purchasing requests. if the request is denied then I have to come back and edit the requisition in order to be resubmitted and send over to the correct person in the chain of command. some of the issues will be the Page timing out before you can submit the request. other times it does not allow the attachment to load.
  • easy to navigate
  • pre saved information.
  • nice page layout
  • the timing out of the page
  • better system to be able to open it from any browser.
  • being able to create archives
When submitting the requisition, I like that you are able to use pre-saved information available for you to use. But what I don't like is when I get busy and work on something else like taking a phone call and when i come back the page froze and i have to start all over again.
Score 6 out of 10
Vetted Review
Verified User
I can attest to the pivotal role Sage Intacct plays in our organization's financial management. Sage Intacct serves as our comprehensive cloud-based accounting solution, streamlining our financial processes and providing valuable insights to drive informed decision-making. <br><br>Sage Intacct's scalability allows us to accommodate our growing business needs seamlessly, whether we're opening new locations or expanding our services. Overall, Sage Intacct has become an indispensable tool in our organization, empowering us to streamline our accounting processes, enhance financial visibility, and ultimately drive business success across our restaurant portfolio.
  • Bank reconciliations
  • Invoice
  • Reporting
  • Ease of use
  • User friendly
  • Auto bank reconciliations
Works well for us in the restaurant industry because we have more than one location and Sage Intacct is able to handle our scalability.

I would however say that it can seem overwhelming as the user interface can be plain or not friendly for users at times. Would love to see it revamped and modernized.
Score 8 out of 10
Vetted Review
Verified User
We use Sage Intacct for financial management &amp; accounting. Intacct increased our efficiently by automating processes - accounts receivable, general ledger management, and financial reporting. Intacct streamlines financial workflows, reduces manual errors, and improves overall accuracy. We use reporting and analytics - this allows us to generate customized financial reports, track key performance indicators, and gain deeper insights into our financial performance.
  • Customizable financial reporting
  • Multi-dimensional general ledger structure
  • Integration to 3rd party AP automation
Sage Intacct is well suited for identifying cost-saving opportunities and allocating resources more effectively. Intacct provides detailed audit trails and reporting capabilities to support revenue recognition compliance and financial transparency.
March 29, 2024

Sage Intacct Review

Score 10 out of 10
Vetted Review
Verified User
We use Sage Intacct for all accounting, AP, and AR functions. AP/AR automation, GL entry automation, and ease of reporting are all issues that the product addresses.
  • Easy to perform journal entries
  • Reporting module is really good
  • I like the dashboard capabilities
  • Integration with google apps (sheets, Looker Studio)
  • While the reporting module is good, an ad hoc option would be good.
  • We have vendors that are also customers. I would be good if there were an easier way to link those and either bill or collect based on the net amount due/owed.
I have suggested this product to multiple former colleagues. The ease of performing accounting functions (journal entries, bank reconciliations, financial reporting) make it very valuable.
Roselyn Atieno | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
My experience with Sage Intacct has been amazing and awesome. I have used it for more than 2 years and I must disclose that it is an excellent and outstanding solution for accounting management. I like the ability to monitor transactions across all saving accounts in real-time.
  • Sage Intacct makes financial budgeting and planning very effective.
  • It allows us to see what we have sold, what is in store.
  • It allows us to track our payments in one place.
  • The application sometimes hangs especially on large data sets.
  • I don't like how Sage Intacct's customer support team sometimes takes longer to respond.
  • The application has a steep learning curve, getting started with it especially for new users can be a bit tedious.
Sage Intacct is one of the best and most reliable software for accounting. Since I started using it, it has brought a very huge impact on our company since it allows us to manage our business workflow with ease. It is convenient with resource management, time tracking, and project management.
March 28, 2024

Scope of Sage Intacct

Score 10 out of 10
Vetted Review
Verified User
We use Sage Intacct for managing day-to-day activities such as accounting, customer Details, Vendor Details, and Financial reports.
It addresses problems like having all the records of all the multi-entities and multi-currency in one ledger.
We use this application to have all the vendors and customer details, and maintain their financials, marking offline payments, cash applications, customer invoice creations, and reports.

  • when we receive payment from the customer we can apply cash to that particular invoice so that it will be cleared in customer aging report.
  • we can mark offline payment for multiple invoices of particular vendor at once
  • when we mark offline payment for inter entity transactions the back end entry gets automatically posted
  • if we void the payment which is applied to bulk or multiple invoices all the payments will be reversed instead of single payment , if there is a option to reverse a particular payment even though it is applied in bulk that would be helpful
I would like to rate it 9 as there is no option of reversing a particular payment when it is applied in bulk, which is a area of improvement.
Score 10 out of 10
Vetted Review
Verified User
Sage Intacct is used as our complete accounting software. We started using Intacct in Jan 2024 and i use it in my role as assistant accountant to assist with month end prep, bank reconciliation and accruals/prepayments. The duplicate and reverse journal entries is massively helpful as it cuts out a lot of the manual correction time that was required previously.
  • Bank reconciliation with the automatic bank feeds
  • Journal duplication
  • Reversals
  • ease to unallocate applied payments in accounts payable
  • Handling of intercompany payments seems a little difficult
  • Menu options being able to be set to a default e.g. 'Inception to date' has to be selected every time on a customer/supplier account
The ability to use adjustments/reversals means a lot of the tedious correction work that was done by manually journaling items is no longer required. The UI is fairly straightforward and similar to a lot of other accounting packages meaning the move from our previous provider has been simple as the menus are intuitive
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