Sage Intacct - US Customers Only

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

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

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

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

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

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

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

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

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

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

Sage Intacct is stable.

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

The customer support is very good.

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

I have not seen a return on investment.

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

I did not evaluate other options before choosing Sage Intacct.

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

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

I would rate this product an 8 out of 10.

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

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

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

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

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

I have been using Sage Intacct for about seven years.

The customer support for Sage Intacct is pretty good.

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

Sage Intacct saves time.

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

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

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

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

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

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

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

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

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

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

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

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

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

Before Sage Intacct, I used Tally ERP  software.

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

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

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