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Sage Intacct Description

Sage Intacct is a premier cloud-based financial management software designed for growing businesses. It offers comprehensive features including core financials, accounts payable and receivable, cash management, and multi-entity consolidations. The software automates key financial processes, enhancing efficiency and accuracy. Sage Intacct provides real-time financial insights through intuitive and customizable dashboards, enabling data-driven decision-making.

Seamlessly integrating with various business applications, Sage Intacct ensures a unified view of operations, enhancing data consistency and collaboration across departments. Its robust reporting and analytics tools allow users to generate detailed financial statements, track key performance indicators, and gain deep insights into financial performance.

Sage Intacct is scalable, reliable, and trusted by thousands of organizations worldwide. It supports complex organizational structures with multi-entity management, facilitating seamless consolidations and inter-entity transactions. The cloud-based platform ensures continuous innovation, keeping your financial management tools up-to-date. With award-winning customer support, Sage Intacct empowers businesses to streamline

Pricing

Pricing Information:
Unlock the benefits of Sage Intacct with its cost-effective, modular pricing structure, paying only for what you need. Enjoy the convenience of no hardware purchases or large capital investments—just a predictable, affordable monthly subscription. Your subscription fee is based on the number of users, the business entities you manage, and any advanced Sage Intacct modules you select.

Integrations

API:
Yes, Sage Intacct has an API

Reviews - 15 Verified Reviews

Total
ease
features
design
support

Company Details

Company:
Sage Intacct
Year Founded:
1999
Headquarters:
United States
Website:
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Media

Product Details

Platforms
SaaS
Type of Training
Documentation
Live Online
Webinars
In Person
Customer Support
Phone Support
24/7 Live Support

Sage Intacct Features and Options

Accounting Software

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Billing and Invoicing Software

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Financial Reporting Software

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Fund Accounting Software

Accounts Payable
Accounts Receivable
Activity Tracking
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Compliance Management
Donor Management
General Ledger
Partnership Accounting
Purchasing & Receiving

Accounts Receivable Software

ACH Payment Processing
Billing & Invoicing
Check Processing
Collections Management
Online Payment Processing
Overpayment Processing
Partial Payments
Receivables Ledger
Recurring Billing

ERP Software

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

Expense Report Software

Approval Process Control
Invoice Management
Multi-Currency
Receipt Management
Reimbursement Management
Spend Control
Time Tracking
Workflow Management

Accounts Payable Software

Approval Process Control
Bank Reconciliation
Cash Management
Check Writing
Duplicate Payment Alert
Fraud Detection
General Ledger Entry
Vendor Management

Recurring Billing Software

Customer Portal
Deferred Billing
Discount Management
Dunning Management
Invoice History
Multi-Currency
Multi-Period Recurring Billing
Payment Processing
Recurring Donations
Subscription Billing

Financial CRM Software

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Nonprofit Software

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management

Bookkeeping Software

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Collections
Expense Tracking
Fixed Asset Management
General Ledger
Payroll
Revenue Recognition
Spend Management
Tax Management

Budgeting Software

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Purchasing Software

Catalog Management
Compliance Management
Contract Management
Inventory Management
Invoice Processing
PunchOut
Purchase Order Management
Requisitions & Approvals
Sourcing Management
Spend Management
Supplier Management

Procurement Software

Asset Management
Auction Management
Bid Management
Budget Management
Catalog Management
Contract Management
Inventory Management
Invoice Processing
PunchOut
Purchase Order Management
Receiving
Requisitions & Approvals
Sourcing Management
Spend Management
Supplier Management

Payroll Software

401(k) Tracking
Attendance Management
Benefits Management
Check Printing
Compensation Management
Deductions Management
Direct Deposit
Multi-Country
Multi-State
Reporting/Analytics
Self Service Portal
Tax Compliance
Vacation / Leave Tracking
W-2 and 1099 Preparation
Wage Garnishment

Accounting Practice Management Software

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Financial Management Software

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

Revenue Management Software

Competitor Analysis
Dynamic Pricing
For Airlines
For Hospitality Industry
Forecasting
Inventory Control
Price Optimization
Recommendation Engine
Yield Management

Subscription Management Software

Cancellation Management
Discount / Coupon Management
Dunning Management
Enrollment Management
Product Catalog
Recurring Billing
Revenue Recognition
Revenue Recovery Tools
Self Service Portal
Subscription Plan Management
Tax Management
Trial Management
Usage Tracking/Analytics

Procure to Pay Software

Billing & Invoicing
Budgeting / Forecasting
Compliance Management
Contract Lifecycle Management
Financial Reporting
Integration Management
Inventory Management
Order Management
Vendor Management

Sage Intacct Lists

  • Name: Megan A.
    Job Title: Software Engineer
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User
    Organization Size: 1,000 - 4,999
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Excellent and great tool for financial management.

    Date: Oct 08 2024

    Summary: Overall, Sage Intacct makes accounting and financial management easier. It has a great and intuitive interface making it easy to use.

    Positive: Sage Intacct is a solid and exceptional tool for financial management. I like how it is easy and simple to generate custom financial reports and it also automates billing and invoicing process. Sage Intacct has a great support team.

    Negative: Sage Intacct is a bit expensive compared to other alternatives. Apart from this, nothing much to mention that require improvement.

    Read More...
  • Name: John M.
    Job Title: Cyber Security Engineer
    Length of product use: 1-2 Years
    Used How Often?: Weekly
    Role: User
    Organization Size: 1,000 - 4,999
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Secure and robust financial management

    Date: Oct 02 2024

    Summary: Sage Intacct is a powerful financial tool that offers a robust security layer for the protection of critical data. Its auditing and traceability capabilities help us comply with regulations and industry standards.

    Positive: I like that Sage Intacct prioritizes the security of financial data. The platform offers advanced features such as encryption of data in transit and at rest, ensuring that financial information is protected. Its traceability through detailed audits makes it easy to identify who accessed what information and when, which is essential to comply with security and internal audit regulations.

    Negative: Its learning curve is notably steep for IT and security teams unfamiliar with advanced financial tools.

    Read More...
  • Name: Kelvin M.
    Job Title: Financial Advisor
    Length of product use: 1-2 Years
    Used How Often?: Weekly
    Role: User
    Organization Size: 5,000 - 9,999
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Effective Accounting Integration Package.

    Date: Sep 14 2024

    Summary: Budgeting and easy project cost management and the invoicing options are perfect and even financial data secure migration is impressive through Sage Intacct.

    Positive: Reliable Accounting tool and cash management and billing rate management using Sage Intacct is perfect.
    Collaboration across various teams is excellent and creating financial data reports and real time data analytics through the platform is amazing.

    Negative: Sage Intacct is an easy platform on first implementation and there is nothing to dislike on the product functionalities.

    Read More...
  • Name: Margot C.
    Job Title: Account Executive
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User
    Organization Size: 10,000 - 19,999
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Sage Intacct review

    Date: Sep 13 2024

    Summary: I'm using Sage Intacct to streamline and automate our key financial operations thus saving time, increasing accuracy and improving efficiency. It is possible to make better financial decisions with Sage Intacct. Again, it is possible to have comprehensive visibility into our institution financial health and performance with Sage Intacct.

    Positive: Sage Intacct automates Accounts Payable (AP) and Accounts Receivable (AR).
    It is simple to generate custom financial reports.
    It is simple to track and manage our cash flows.
    It's good for tracking and managing expenses.
    It automates billing and invoicing process.

    Negative: Sage Intacct pricing model is expensive compared to it's alternatives like QuickBooks Online.

    Read More...
  • Name: Stephen D.
    Job Title: Project Manager
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User
    Organization Size: 500 - 999
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Sage Intacct review

    Date: Sep 12 2024

    Summary: Sage Intacct is a recommendable solution for accounting and financial management. It has a friendly and intuitive interface making it easy to learn and get started with.

    Positive: What i like most about Sage Intacct is how simple and easy it is to use. It has a very intuitive and user friendly interface that makes it super easy to understand and use. It seamlessly integrates with external platforms such as Salesforce which makes it more powerful. It's reliable with reconciling bank accounts.

    Negative: All our challenges were solved by Sage Intacct's customer support team so nothing to dislike about it at the moment.

    Read More...
  • Name: Eugene D.
    Job Title: IT Consultant
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User
    Organization Size: 1,000 - 4,999
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Sage Intacct... The best and easiest tool for financial management.

    Date: Sep 11 2024

    Summary: One of the benefits of using Sage Intacct is that personalized reports can be made when creating the company's accounting and i like how scalable it is thus accommodating the growth of businesses.

    Positive: For the past 5 years, we have been using Sage Intacct for financial management and it makes accounting and financial management easier. It has a friendly and intuitive user interface thus making it simple and easy to use. Another advantage is that it's a cloud-based solution which means it's accessible from anywhere and from any device and browser.

    Negative: Sage Intacct has been of great help and until today i haven't experienced any challenges while using it so i have nothing to dislike.

    Read More...
  • Name: Christian T.
    Job Title: Branch Manager
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User
    Organization Size: 1,000 - 4,999
    Features
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Safe Intacct review.

    Date: Sep 11 2024

    Summary: Sage Intacct is an amazing and incredible expense and timesheets management tool that is suitable for all sizes of companies. It has a very friendly and intuitive interface which makes it pretty easy to use even for new beginners.

    Positive: Sage Intacct stands out as the best and easiest platform for accounting and financial management. I like the fact that it is highly scalable which makes it suitable for all sizes of companies and it is very easy to integrate with other third-party tools making it more effective.

    Negative: The only challenge with Sage Intacct is their customer support, they should improve.

    Read More...
  • Name: Dennis M.
    Job Title: System Administrator
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Sage Intacct is a great tool for financial management.

    Date: Sep 11 2024

    Summary: I like how complete the mobile and web versions are. Also, i like how it integrates with external services for sales clouds such a Salesforce. Additionally, Sage Intacct has a great and responsive customer support.

    Positive: Sage Intacct is one of the best and most secure platforms for financial management. It has a very friendly and intuitive interface which makes it easy to use and manage. One of the greatest advantage is that personalized reports can be made when creating the company's accounting.

    Negative: I don't have anything to dislike about Sage Intacct. It's a brilliant and exceptional tool for accounting and financial management.

    Read More...
  • Name: Sakshi S.
    Job Title: Inside Sales Representative
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: User
    Organization Size: 100 - 499
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Streamlining financial management for modern businesses

    Date: Jan 23 2024

    Summary: Sage Intacct is a robust solution for financial management, particularly for businesses embracing cloud based technologies. Also its scalability, automation features, & comprehensive financial tools make it a strategic choice for organizations seeking efficient & flexible financial management solutions.

    Positive: The platform is scalable accommodating the growth of businesses without compromising performance. It caters to the financial needs of small enterprises to large, more complex organizations.

    Negative: Achieving highly customized configurations may require technical expertise & organizations should balance customization needs with ease of use for non technical users.

    Read More...
  • Name: Ronald W.
    Job Title: Marketing Specialist
    Length of product use: 6-12 Months
    Used How Often?: Weekly
    Role: User
    Organization Size: 100 - 499
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Sage Intacct is the most recommended for financial management

    Date: Mar 18 2021

    Summary: Sage Intacct lived up to expectations. As a business planning software, it is very complete, allowing us to perform high-level operations such as financial consolidations and sales intelligence reporting. If what you are looking for at the financial level is to increase productivity so that you can make driving decisions faster, Sage Intacct is the right software for you. Sage Intacct is good for working with accounting operations, managing contracts attached to the business, and performing inventory analysis (for businesses that require sales). We recommend it as the best platform for enterprise resource planning, especially for businesses that subsist on the sale of goods.

    Positive: This software, which has its own SaaS platform, automatically handles all the finance reports that the company procures, regardless of whether the level of analysis complexity is small or large. In fact, analyses can be performed in a multidimensional manner to get the full scope to data on productivity, profit, loss, and much more. Sage Intacct also integrates with external services for sales clouds, such as Salesforce (whose CRM can also be used with Sage intacct), extending the speed at which the finance team can dive into customer information.

    Negative: The platform does not have as many options when it comes to ordering merchandise, as these cannot be added to custom cycles, and it does not have enough tools to evaluate the performance of the company's employees.

    Read More...
  • Name: Terry C.
    Job Title: Procurement Officer
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: User
    Organization Size: 100 - 499
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Does wonders with bank reconciliation and invoice customization

    Date: Feb 17 2021

    Summary: Most effective and efficient with bank account reconciliation.
    Superb with financial reporting.
    Best customer service.

    Positive: Wonderful to customize the invoice.
    Reliable with reconciling bank accounts.
    Very accurate and efficient with reporting.

    Negative: Customization of invoices may require skills in order to do so.

    Read More...
  • Name: Yasser P.
    Job Title: Sales Manager
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User
    Organization Size: 500 - 999
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    I have had a good experience; it gives me the metrics in real time!

    Date: Mar 15 2023

    Summary: Thanks to the fact that this platform is based on the cloud, I don't have to worry about having to manage both a platform for accounting management as well as storage and backups. Sage Intacct has saved me a lot of work at various points or perspectives that I now have more time to spend on my assigned tasks within my job, so I only have to add little information or correct certain accounts when needed, of everything else I just have to generate the reports and verify that everything is correct with the accounts.

    This platform handles financial scenarios that can be so complicated even for a small business quite well, so the intuitiveness of its interface makes the job easier for any user, making it easy to navigate, in case of doubt the support team is very responsive and has helped me on several occasions when I have had a question or problem in the past. So, in general terms I can say that this accounting tool is very powerful, excellent for being scalable and very flexible for any user, being able to easily integrate with any company of any size.

    Positive: I have been impressed by the way in which Sage Intacct is very flexible with its users and also allows for scalability throughout its use, which is why it has become my preferred platform to be able to handle accounting easily and without complications making as few errors as possible. This platform allows to a large extent to process the data and the reports that I have created based on the needs that I have, plus I can customize the reports created through its panel without requiring so much effort or knowledge. The interface is so simple to use that I have been able to have a better workflow, and in addition to being able to create boards, create the necessary dimensions for better workflows and also create formulas or strategies that can be adapted to my work. and the objectives that I need to meet based on the business where I am. Another thing about this section is that I can also change everything and start from scratch, being able to easily customize a kind of workspace or modules to better adapt to the changes that are made in my environment to my work and its growth.

    The report generation is very complete and as I mentioned before it is customizable in relation to what I need to generate. The report generation function is very successful, and it is also done in real time as soon as each client's account has a change, this will have an overview automatically at the moment in detail of all the accounting of the accounts that I manage. In addition, all the content of the reports is very complete and also easy to read, so I can go into detail about each transaction with a few clicks on the dashboard of this platform. I can manage the entire financial statement of the company in a single panel, and these can be consolidated, which can even include any conversions made in transactions with other currencies, making everything more orderly and clearer when I can "centralize" everything in the same currency, this is essential for me because I manage clients from different countries which accept transactions of a large number of currencies from different banks throughout the world.

    Negative: Sage Intacct is not without its things that I don't like about this platform, there are certain things that I can defiantly achieve or just don't like.

    One of those things is the very little integration that you have with third-party applications. Although it has the ability to integrate with a large part of the platforms that I use and that in a certain way helps me optimize my processes, and also prevents certain data from being duplicated when importing data, it does not mean that not all the integrations work correctly or that they are as faithful to the connections that the original API of the external sites allow to make with their platform. A serious example of this that I should be looking at by now is sharing expense information that I have on platforms like Expensify, as this doesn't link as the API isn't handled correctly with Expensify because of how it's built, so I have two options: Manually enter the data I manage in Expensify taking into account that I can make duplication errors, find a programmer who correctly handles the API of both platforms and connect them to each other or use an intermediary platform that contains "no-code "to be able to connect both platforms to each other and to be able to share data correctly so that data can be sent from Expensify to Sage Intacct in bulk and stored in the right place for good accounting.

    Another thing that happens to me similar to the one I just mentioned with Expensify is the adjustments that have to be made to the balances of accounts payable as well as accounts receivable. This is annoying because it does not automatically update the balances that are arriving from external platforms, so if I do not make these modifications manually, I will have my accounting out of control causing a big problem in my work since I would have to start everything from scratch to find the fault. One "workaround" that I have been able to apply while using this tool to manage accounts is to redo everything manually when it comes to a lot of outdated data, making it take a long time to check all the records in order to have a clean and orderly account. free of errors so that not a penny is missing. I hope that the development team of Sage Intacct dedicates more to this inconvenience because what I want in an application of this type is to be able to have better accounting and that everything is automated, without having errors and without having to make manual entries either. in records when everything can be processed automatically.

    Read More...
  • Name: Shannon J.
    Job Title: Founder & CEO
    Length of product use: 2+ Years
    Used How Often?: Weekly
    Role: User
    Organization Size: 500 - 999
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    The best financial account manager

    Date: Jan 10 2023

    Summary: It has allowed me to generate financial reports thanks to this tool, as well as increasing the productivity of all my company's staff since it has been possible to facilitate all the management of expenses and income in a very simple way. Being able to manage accounts payable and receivable has not been a difficult task thanks to the comprehensive tools provided by Sage Intacct.

    The time in which the monthly accounting of the company was carried out has been reduced. Before, more or less a week was required to carry out all the preparations for the previous month, since if we did not do it in this way, we could have inconsistencies when making consolidations of Financial statements. now much of the work has been automated by automatically uploading all the income my company has, as well as accounts payable and accounts from all our clients. I drastically simplified the entire financial process of the company, allowing me to have more time to do more refined accounting analyzes in order to get a better return on income and to be able to cut unnecessary expenses.

    Simply being able to have all the billing in one place and thus be able to automate everything to mostly not make manual entries, although I would like certain entries to be automated already like bank statements. In addition, I have also been able to export all the data to be able to carry out personalized analyzes that are not included within the platform, but I would like that these analyzes could also be carried out within the platform with an editor that allows creating personalized analyzes and not only the current reports that generates Sage Intacct.

    I don't need to hire so many accounting experts, but experts in managing this platform since it requires a bit of patience to get used to certain functions that today has not been very practical and I would also like your platform to improve a little to facilitate the learning of any new user who is in the world of accounting work.

    Positive: + The strong point of this platform is that personalized reports can be made when creating the company's accounting. This allowed me to define certain parameters that were necessary to comply with the current financial status of my company and thus cover all the requirements of our organization without having a financial discrepancy.

    + It is very customizable When creating an account, without having to perform certain actions How to export to other platforms to make edits or add data, simply everything can be done Within this platform we can delete or add missing data to send an account to the client. This process did a lot for me when creating personalized accounts since not all clients require the same information and I am avoiding having empty fields when creating and delivering the accounts from the company's main database.

    + I have a panel which I can approve or deny certain company expenses since with this tool I can have more control when allocating company funds. It has been very useful for me to be able to manage expenses since before everything was done manually and it was a very slow process for entries, everything was done manually and it was a very slow process for laser approvals of company resources. Currently everything is almost, however, with this tool It is preferable to have someone who can manage this since it is possible to know who is requesting expenses and thus be able to easily understand what the requested resource is for.

    + I have a hierarchical space that allows me to have several levels for each staff assigned to the accounting part of my company. This was very useful to me since the master of the income and expenses of my company not any worker can respond to requests for approval or denial, knowing the account of the clients which and privileged information, certain expenses that can only be accessed by a person of a high level, and other types of access that may harm the administrative accounting of the company.

    Negative: - It is a bit complicated to be able to select the data to be able to analyze them since this platform does not have a tool that allows you to do this action. I have had to use external platforms to be able to do this work since sometimes I need to carry out multiple deep investigations which I need to buy certain things from certain data. I do not want to say that the general analysis with the data provided by this word platform is bad, simply that when I want to carry out deep and detailed analysis and make more personalized comparisons it is not possible to do it within Sage Intacct.

    - There are certain automations that are not available within this platform. How would the bank account statement income be for the compilation of income and expenses of my company. These data have to be configured daily with manual entries, making the process and workflow very slow, which is why I have resorted to certain tools such as that leg that have allowed me to have that type of accessibility that this platform does not have. However, I would like to that an automation of various data that is not currently included within this platform was integrated, in order to automate the entire work process and have space to carry out other important activities within my company.

    - This platform is very intense with the features it has available to be able to manage my company's accounts. So I personally want to mention that this platform is very complicated to handle and without sufficient training, reports may not be made correctly when managing accounts within a company. I advise always having a professional for accounting and who has the necessary knowledge to properly manage Sage Intacct, and thus have the ability to get the most out of this platform to have accurate accounting without having gaps in the reports due to lack of administrative and financial consistency.

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  • Name: Paola G.
    Job Title: CEO
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User
    Organization Size: 500 - 999
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    I like how this tool automates company finances

    Date: Sep 25 2022

    Summary: It has allowed us to monitor in a correct, clear and orderly way the expenses and income that has been generated within my company, as well as when a project arises. Sage Intacct is able to monitor expenses and can thus also measure the hours used by each worker involved. . With this platform it was possible to obtain good results in relation to the return on investment, showing an absolute growth since we correctly applied its implementation within the company. Accounting has been handled with confidence by having the data ordered without calculation errors and obtaining good and clear financial data of the company. I really found the ability to be in the cloud useful, this helps in many ways: not having to configure private servers which would have to configure a direct connection for each new user of the company. Its execution in the cloud was also useful because I will always have real-time data on how the company's finances are moving well before the cut-off date, so I can have a perspective closer to reality and also help prevent unnecessary expenses or losses.

    Positive: º What I like the most about this platform is how complete both the mobile version and the web version are, this helps me to have control over the company's accounting management at all times. In general, platforms of this style within their mobile version are more limited than the web version, showing basic functions and incomplete reports.

    º This platform is based on the cloud so I can be calm when it comes to protecting the data. I like that I can have all the data of the clients' accounts and the accounting in general of the company anywhere, since just by having an Internet connection and without installing anything I can access this platform since it is mainly based on web systems. , so everything is protected in the cloud and it is more practical when consulting data.

    º Sage Intacct integrates quite well with a large number of third-party platforms that allows me to increase the productivity and development of my company. It is incredible that it is compatible with almost all the platforms or software that are handled within my company since I do not need to migrate platforms that could be compatible, but rather I do not have to touch anything, I only have to synchronize my other platforms with Sage Intacct and everything would be working correctly.

    º For me its implementation and its use has not been difficult, I can mention that we had some inconveniences when adding certain all of the clients, but I obtained a good support since with the help of the Sage Intacct team I was able to get everything to work correctly without there were failures or problems during its use.

    º The reports generated by this platform are very detailed that allow actions to be taken during the financial processes and thus be able to minimize errors or incense expenses that the company has. It was very useful to be able to have all the financial data through the reports that helped boost the growth of the company.

    Negative: º The search function has a problem and it is that it does not return the results that I want, it does not matter if it is to find a client or employee, when I want to search it to obtain certain information about the contact, it simply does not find it. It's annoying not having a stable browser because I'm not saying that it doesn't do it well, just that it has stability problems that it seems that there is no data inside my account.

    º The exports made from Sage Intacct are with an Excel format that seems not to be as compatible with Microsoft Excel software, this is confusing because they have the same characteristics and should have compatibility even with an old format of Excel was concerned.

    º The solutions provided by this platform are incredible and it has functionalities that do a good job when it is required to automate the company's finances. However, the price seems a bit high for what you are getting, although there are many alternatives with lower prices, I would like this platform to have more competitive prices so as not to leave it behind because of how expensive the monthly plan can be. and annual.

    º Although the platform is easy to use, I would like it to have keyboard shortcuts that take me to the different functions that I use. Since sometimes you have to give a couple of clicks to get where you want and it's a bit tedious to do that, it would be easier through a combination of keys that I can assign to the functions that I use the most or that are most important to that person. everything is faster and more practical.

    º It could be useful to be able to have banking integrations as well as being able to add the payroll or payments that have been made to each worker. This would help to be clearer when the accounting of the company is carried out in relation to what is being spent, as well as the income that is obtained.

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  • Name: Anonymous (Verified)
    Job Title: Software Developer
    Length of product use: 6-12 Months
    Used How Often?: Daily
    Role: User
    Organization Size: 100 - 499
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    A good Expense management tool

    Date: Jun 19 2020

    Summary: Sage Intacct is an excellent timesheet & expense management tool. It works great for most of the accounting and financial needs.

    Positive: Highly scalable - suits all organization sizes.
    Easy integration with third-party tools.
    Simplified workflow creation.
    Easy budget management.
    Reporting & scheduling feature.

    Negative: Customer service can be more responsive.
    Charges premium for additional advanced features.

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