Overview
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.
Great for Mid-Market Enterprise Companies
Sage Intacct: Robust and configurable system but wish it had more features built in rather than as third party add-ons
Sage Intacct Review Non Profit Org
Sage Intacct - Powerful ERP and Friendly Interface
Sage Intacct's appraisal
Sage Intacct - Worth It
TrustRadius Insights
Sage Intacct has great Payment Processing and Effective Accounting Management Capability.
Robust ERP System
I would choose Sage every time!
Sage Intacct: A customizable experience.
Trusted Service
Quick and Easy Accounting for every user.
Sage Intacct - Easy to use and implement
Review of Sage Intacct
We had have rapid growth over a short …
How Sage Intacct Differs From Its Competitors
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Consolidation
Sage Intacct Mission
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Automation
Sage Intacct Automation
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Automation
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Automation
Sage Intacct Automation
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Automation
Have links between certain modules i.e accounts receivable and cash management more efficient on a day to day basis.
This automation has made us more efficient on a daily basis. Also cutting down the …
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Extensibility
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Automation
Sage Intacct Extensibility
Sage Intacct Automation
Sage Intacct Benefits
Intacct has many add-ins that have enhanced the data already provided by Sage.
The flexibility allows me to create many kinds of reports I was never able to do in Quickbooks.
Sage Intacct Automation
Sage Intacct Automation
Sage Intacct Extensibility
Awards
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
- Accounts payable (1204)8.484%
- Cash management (1123)8.383%
- Standard reports (1156)8.282%
- Custom reports (1139)8.080%
Reviewer Pros & Cons
Video Reviews
1 video
Pricing
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.
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Xero is an online accounting software product for small businesses and personal finance. Its features beyond general ledger and double-bookkeeping include quotable invoicing, bank reconciliation, purchase order and expense management, and tax management. Third party apps can extend its features…
Product Demos
Revenue Recognition Demo
Sage Intacct Core Financials
Sage Intacct for Growing Businesses
Features
Payroll Management
Provides for pay calculation and benefit plan administration, in addition to managing direct deposit, salary revisions and payroll tracking.
- 7Pay calculation(5) Ratings
Pay calculation provides for computation of employee pay with state and federal deductions.
- 6.4Benefit plan administration(5) Ratings
Benefit plan administration is administration of health insurance plans and 401k plans, and other benefits.
- 7.1Direct deposit files(4) Ratings
Direct deposit is the ability to electronically transfer pay to an employee’s personal bank account.
- 6.9Salary revision and increment management(4) Ratings
Salary revision is the ability to modify individual employee pay.
- 8.1Reimbursement management(313) Ratings
Reimbursement management provides cash reimbursement for employee expenses related to business travel or other.
Customization
This addresses a company’s ability to configure the software to fit its specific use case and workflow.
- 8.2API for custom integration(671) Ratings
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
- 7.8Plug-ins(538) Ratings
A number of third-party plug-ins are available to expand the core functionality of the software.
Security
This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.
- 8.8Single sign-on capability(907) Ratings
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
- 8.7Role-based user permissions(1073) Ratings
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Reporting & Analytics
Users can report on and analyze usage, performance, ROI, and/or other metrics of success.
- 8Dashboards(1062) Ratings
Users can create, customize and share dashboards, which provide an overview of the most important metrics.
- 8.2Standard reports(1156) Ratings
The software offers pre-built reports with metrics standard to the category.
- 8Custom reports(1139) Ratings
Users can create custom reports.
General Ledger and Configurable Accounting
Financial management solution, including capabilities for general ledger and configurable accounting
- 8.4Accounts payable(1204) Ratings
This includes the automation and tracking of payment to vendors and suppliers, with features such as payment scheduling, check printing, open purchase order alerts, document management, direct ACH bill payment, and vendor records.
- 8.3Accounts receivable(1057) Ratings
This includes the management and automation of invoices and collections, with features like statements, invoices, receipts, payment reminders, customer records, auto billing, and refund checks.
- 8.3Cash management(1123) Ratings
The software provides a complete picture of a company’s cash flows, streamlines payment processing, and includes cash forecasting.
- 8.4Bank reconciliation(1113) Ratings
The software connects to a company’s financial institutions in order to reconcile accounting records with checking, savings and credit card accounts. Often month and year closing capabilities are included.
- 8.1Expense management(798) Ratings
The software can log and track business expenses and reimbursements, including travel-related expenses, with the ability to tie them to particular projects.
- 7.9Time tracking(447) Ratings
The software can track billable and non-billable employee time by project.
- 7.8Fixed asset management(575) Ratings
This includes the ability to track fixed assets (e.g., laptops), including location, check-in and check-out, maintenance scheduling, audit history, specialized property tax period reports, cost and depreciation.
- 8.5Multi-currency support(436) Ratings
The software supports transactions across multiple currencies.
- 8.6Multi-division support(716) Ratings
The software is flexible and supports bookkeeping practices along multiple dimensions such as locations, branches or products.
- 8.4Regulations compliance(427) Ratings
The software helps users adhere to typical accounting standards and regulations such as IFRS, GASB, or GAAP.
- 8.1Electronic tax filing(314) Ratings
The software provides a full electronic interface for the filing of repeatable taxes, such as payroll or sales tax.
- 7.9Self-service portal(524) Ratings
The software provides online portals for certain stakeholders to find information relevant to them, such as employees, vendors and customers.
- 8.1Global Financial Support(313) Ratings
Account using multiple ledgers, multiple currencies, and multiple entities
- 8.5Intercompany Accounting(746) Ratings
Automatically balance and reconcile GL for intercompany transactions
- 8.7Journals and Reconciliations(1026) Ratings
Automate and synchronize ledgers and processes
- 8.3Enterprise Accounting(437) Ratings
Create accounting for disconnected ERP and non-accounting source systems
- 8.5Configurable Accounting(586) Ratings
Configure accounting rules and segments for each chart of accounts
- 8.3Centralized Rules Framework(423) Ratings
Integrate disparate ERP and transactional systems into single ERP instance
- 8.4Standardized Processes(691) Ratings
Centralize financial management to facilitate standardized financial processes
Inventory Management
The ability to track and manage the flow of goods or materials into and out of an inventory.
- 7.6Inventory tracking(315) Ratings
The software syncs orders and stock to maintain a real-time picture of inventory and supports multiple methods such as LIFO and FIFO.
- 5.5Automatic reordering(8) Ratings
The software can be set up to automatically reorder a good when it falls below a certain threshold.
- 8.3Location management(386) Ratings
The software can track multiple goods across multiple locations.
- 5.2Manufacturing module(5) Ratings
The software helps track and manage raw materials, work-in-progress items, and finished goods.
Order Management
The ability to process orders, and track them from quote to cash.
- 8Pricing(391) Ratings
Users can set up complex and unique pricing requirements.
- 8.3Order entry(550) Ratings
Users can enter an order once, and the data flows to all the necessary units such as fulfillment and billing.
- 8Credit card processing(393) Ratings
The software facilitates credit card processing.
- 6.3Cost of goods sold(14) Ratings
The software calculates the direct costs attributable to a finished product, such as materials and labor, and includes roll-up pricing.
- 8.2End-to-end order visibility(315) Ratings
Get updates on orders, inventory, shipments, planned supply, and invoices, and improve the quality of decisions through in-context analytics
Product Details
- About
- Integrations
- Competitors
- Tech Details
- Downloadables
- FAQs
What is Sage Intacct?
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
Sage Intacct Videos
Sage Intacct Integrations
Sage Intacct Competitors
Sage Intacct Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Unspecified |
Mobile Application | No |
Supported Countries | United States of America, Canada, Australia, United Kingdom, South Africa |
Sage Intacct Downloadables
- A white paper describing how moving to a cloud-based financial accounting solution can help to adapt to support changing business needs, replace manual processes with automated workflows, and deliver "right-time" information to needed answers.
- For organization that have run up against barriers: inflexible processes, data accessibility issues, inadequate security, and primitive reporting. This white paper describes limitations in QuickBooks how a more robust solution can help.
- Most finance teams buy software to solve today's problems, but leading teams find solutions built for long-term success. This white paper from Sage Intacct & Kimble Apps includes tips to engage and qualify vendors during the evaluation process, and describes how to select a vendor that shares a long-term vision of success.
- A CFO today needs to be the leader who can modernize business systems and operations to improve productivity. This white paper describes how to automate manual processes to close the books faster, consolidate entities in minutes, and ultimately spend nights and weekends with family, not in the office.
- 58% of US companies manually reconcile accounts. Is financial complexity holding back growth? This white paper shows how the next generation of financial consolidation automates financial processes, enables faster growth & better insight, and provides access to consolidated information across the organization.
- Findings from Sage's 2022 Close the Books Survey translated into practical strategies and best practices that help achieve a faster and more accurate close.
Frequently Asked Questions
Comparisons
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Reviews and Ratings
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Community Insights
- Pros
- Cons
Ease of Use: Users have consistently praised Sage Intacct for its intuitive interface and user-friendly design, which simplifies tasks such as bank reconciliations and report generation, leading to increased productivity. The seamless navigation within the platform has been highlighted as a key factor in reducing training time for new users.
Customization Capabilities: Many reviewers have emphasized the platform's robust customization features, allowing for tailored account structures and personalized reports that cater to specific business requirements, ultimately improving financial management efficiency. This flexibility has enabled businesses to adapt quickly to changing reporting needs without significant disruptions.
Integration with Other Applications: Several users have lauded the seamless integration capabilities of Sage Intacct with various tools, enabling smoother collaboration across teams and automating processes for enhanced operational efficiency. The ability to connect with other software applications seamlessly has led to time savings in data entry and improved accuracy in financial transactions.
Limited Functionality in Project Module: Some users have perceived the Project module as lacking in functionality, primarily serving as a data entry space with insufficient visibility into project invoices and overarching information. This limitation hampers their ability to effectively manage and track project-related data.
Challenges in Editing Purchase Orders: Users have identified a significant limitation in editing or updating purchase orders after partial conversion, emphasizing the frequent necessity to include additional items such as freight post-creation. This lack of flexibility complicates procurement processes and increases manual workarounds.
Steep Learning Curve for New Users: Reviewers have encountered a steep learning curve in mastering Sage Intacct, particularly challenging for those new to accounting software. They recommend increased support during the onboarding phase to facilitate a smoother transition and quicker adoption of the system's functionalities.
Attribute Ratings
- 9.5Likelihood to Renew81 ratings
- 7.6Availability13 ratings
- 7.6Performance14 ratings
- 6.6Usability139 ratings
- 5.8Support Rating127 ratings
- 2.1Online Training13 ratings
- 8.2In-Person Training6 ratings
- 6.6Implementation Rating20 ratings
- 7.1Configurability12 ratings
- 7.6Product Scalability11 ratings
- 7.3Ease of integration308 ratings
- 8.5Vendor pre-sale10 ratings
- 7.6Vendor post-sale10 ratings
- 7.8CPA Rating26 ratings
- 7.8Sage Intacct Implementation715 ratings
Reviews
(1-25 of 1360)Bank Reconcilaitions Made Easy
- Allows for transaction mass imports (great for recurring transactions)
- Automated bank feeds allow for automatic imports of all bank transactions
- Match and Create rules look for certain (user defined) patterns in bank transactions and clears the transactions in the bank reconciliation
- The Match rules (which are great) could use more parameters so we can expand the number of matches
Great for Mid-Market Enterprise Companies
- Handles Revenue Recognition through it's contract modules very well.
- SaaS intelligence dashboarding is a great snap shot view of ARR and other SaaS metrics.
- Chart of accounts structure is very simple to use.
- Prepaids module is still a little clunky and feels like it's been made and hasn't been given much love recently.
- Better standard reporting on items such as unrecognized quantity based delivery. It's easy to lose track of what hasn't been recognized yet.
- Would love to see better ways to handle price increases on contracts. Rather than going in on a contract by contract basis, would love to be able to mass update.
- Lots of dimensions that we use to track each expense
- Great customizable reports
- Simple interface
- Sage Intacct itself is rather barebones. The purchasing flow from PO to invoice to payment is not intuitive
- Needs to have more robust approvals system, for example delegating approval for when you are on vacation
- Native EFT payment for AP in Canada
- Prettier interface
- More robust tax coding (as a non-profit we receive a government rebate on GST/HST and would love to have automated coding across all modules of Sage Intacct that allow us to code things by tax code and the system automatically calculates and splits out the taxes)
Sage Intacct Review Non Profit Org
- Reporting with detail and ability to customize
- Dashboards
- Bank Recon Module
- Task manager (assignments / checklists)
- More user friendly UI
- ability to customize exports
- Matching/Create rules in the bank recon module could be more robust. For example, the ability to create or match multiple entries to one bank transaction and vice-versa.
Sage Intacct - Powerful ERP and Friendly Interface
- Dimensions
- Report writing
- Budget uploads
- In my experience, customized reports are tough to create
- I think planning software is limited
- In my opinion, audit trail was not easily accessible
Sage Intacct's appraisal
- Global Consolidation with Sage Intacct or required Fx rates
- Integration of Nexonia Expense reports using T&E module
- Audit trail support for each transaction
- Control points and approval process for each entry at the department level
- Detailed audit trial is required for ex: If 5 people made changes, then we need details of all of them in the history and all of their version with an option to restore
- Ready option to integrate credit card apps like Rho or Brex
- Report creation settings are too complicated, need it in simple steps that helps any user to create the report
Sage Intacct - Worth It
- AP file imports
- AP payment posting
- AR Importing
- Flexibility with the complexity of our industry
- Being able to undo mistakes/entry changes
- Reports are a bit clunky to get setup
Where it seems to struggle is the reporting functionality. That takes a while to learn, as well as build. Prior entry corrections are also difficult to manage.
Sage Intacct has great Payment Processing and Effective Accounting Management Capability.
- Asset Accounting tools.
- Mobile payment capability.
- Financial data analytics creation options.
- Cost management features are excellent.
- Sage Intacct starting can be tricky when your new to the platform.
- Migrating large financial project data can be slow.
- Providing real time financial data reports operations not easy to beginners.
Robust ERP System
- Multi Entity Management
- Approval Workflows
- Accounts Payable
- Multi Dimension Tracking
- Customer Service
- Marketplace Partners
- Ability to pay bills with multiple bank accounts (similar to Yardi)
- Most of the features to leverage Sage Intacct cost more and could add up quickly if you're not careful
I would choose Sage every time!
- When we run a general ledger report, Sage has some nice in-depth filters to make our data more concise.
- The AP module is very in-depth; we can add credit and debit memos and advances to vendors.
- Sage is very useful when connecting to other software. We use Concur, and we can easily download all of our data from Concur straight into Sage.
- The Credit card module has some room for improvement. It lacks the connector for the type of credit card our company uses.
- I wish the account reconciliation allowed more than one person to work in the recon, as it only allows one person at a time.
- We noticed that comments disappear from an invoice once it changes state. We wish that all comments would stay so we could have an audit trail of the conversation.
Sage Intacct: A customizable experience.
- Duplicate journal entries.
- Customizable reports.
- Integration with other software.
- Partner journal entries cannot be automatically generated.
- Does not seem optimized for funds as investors (for PE clients).
- Error messages on importing journal entries can be confusing.
Trusted Service
- Very user friendly
- Organization is high quality
- Customer service
- Accepts feedback
- Continually adding new features
- Honestly, I have not had any problems with this software and have not needed additional features.
Quick and Easy Accounting for every user.
- Recurring Billing.
- The ability to name invoices with specific details.
- The ability to run reports on product families.
- The ability to track revenue schedules.
- Easily void payments.
- Easily create credit memos.
- Updating customer information.
- Recurring Billing Customers - the ability to avoid invoices being paid if a customer is set up as a recurring billing customer. Only recurring invoices should be paid.
- Duplicating an invoice that has an incorrect address, but you have updated the customer's address details.
Sage Intacct - Easy to use and implement
- Bookkeeping
- Purchase to Procurement
- Billing activity from generating invoice to payment.
- Professional Dashboard
- Attendance of the employees
- Project Intelligence Management
Review of Sage Intacct
We had have rapid growth over a short period of time and needed an accounts system to keep up with our growth.
We decided on Sage Intacct as it gave us all the requirement we needed. Implementation ran smoothly and we were able to report on the different aspects of our business easily.
- Cost Centre reporting
- cash management
- Management accounts
- Amendment of transactions
- Adding new bank accounts easily
- Payments runs
Also writing new reports is intuitive and there is a good help network to call on as necessary.
The cash management system is easy to use, however help in adding a new bank account is lacking and more assistance would be helpful
Sage Intacct is a solid choice!
- Dimensional accounting provides flexible reporting
- Web-based application is stable and supports remote work
- Ability to integrate with best in class partners in various areas to include: budgeting, credit card expense management, church management system and AP Automation.
- 1099 reporting requires an external vendor
- Support process is from a pool not a dedicated support person/team.
- Cost of additional modules (example budgeting) so high that we sought a 3rd. party solution that integrates with Sage Intacct.
This was good enough when we bought is several years ago, but by today's standards there is a lot to be desired.
- Multi-entity, we are able to track everything across our organization.
- Multi-currency, we are able to track our transactions in the currency they are made in.
- Integrations with Sage Intacct are a slow and tedious process. We set up an integration with subscription control software, and Sage Intacct's attitude and delivery were well below expectations.
- The cost of the software is high compared with more modern competitors on the market.
- Our account manager messages us once a year to set up a call to tell us they are increasing the price for no reason and doesn't seem to care when we ask for an explanation behind the rise in cost.
Sage Intacct is a strong and versatile tool.
- Organization
- Accessibility
- Administrative Tools
- Error Reporting could be much more detailed.
Sage Intacct - A Flexible, Robust ERM Solution
- Flexibility - Sage Intacct provides us with a wide variety of user-friendly ERM functions.
- Reporting - Sage Intacct uses several dimensions that, combined with a robust reporting tool, make reports usable . That's a rarity in ERM.
- Security - Sage Intacct has a security function that is easily customized and allows flexibility for company size when it comes to controls, authorizations, etc.
- Imaging - Sage Intacct makes it easy to tie transactions to invoices, emails, and any other document you want. This would normally be handled by a separate tool, but Intacct makes attaching images seamless.
- Vendors - Adding vendors is easy. However, separation of controls is a little sticky in this area. We'd like to be able to restrict our users' ability to add/edit vendors and create payments to them. Vendor approvals would help us mitigate this problem.
- Corrections - making errors in an ERM system is inevitable. Most of the time Sage Intacct allows us to reverse mistakes, but not everywhere.
- Interface - most of the UI is smooth and easy to understand. There are a few locations that looks different, which creates a bit of a choppy experience.
Sage 50 - An AMazing product
- Reports
- Updates
- I would like to see some information like business number carried through to some of the reports that need them.
Sage is amazing!
- Consolidations
- ACH Payments
- Currency Conversions
- Ease of Use
- Reporting set up
Sage Intacct is so Efficient
- staying up to date with technology
- very user friendly
- creates business efficiencies
- great customer service
- improvements on submitting AP bills for approval
SAGE 100 vs SAGE Intacct
Great Product Overall!
- Multiple Entities.
- Bookkeeping
- Reporting
- Support
- Online/Live Support.
- Centralized Access.
Hands down favorite software for Grants
- It provides grant reports across different periods rather than just the fiscal year.
- The report writing function allows us to create reports that are only limited by our imagination.
- It has a multitude of functions that we haven't yet explored but will undoubtedly allow us to consolidate various accounting functions in one place.
- I wonder if a "wizard" capability can be built-in. Getting the most out of the software is time-consuming - which is fine, but I think I would adapt more functions if it were slightly easier to construct reports.
- I wonder if you could build in excel sheet functions within Sage.
I would like to see a more robust scenario/projection feature. I use projections a lot in keeping track of grants. It would be nice to be able to do that within Sage.