Sage Intacct - US Customers Only

What do you like best about the product?

Detailed reports; ability to create sales orders for several years but invoicing annually

What do you dislike about the product?

I don't like the rigidity of being unable to make changes to AR and AP invoices, even if it's add a note, change a PO number. Also don't like that AR payments cannot be entered without an invoice.

What problems is the product solving and how is that benefiting you?

It is useful for creating for example a SO for 3 yrs but invoice annually to accommodate multiple of our sold contracts

What do you like best about the product?

The interface makes everything easier. When we migrated to Sage, I was really worried I might not be able to understand how it works, but the interface made the transition much smoother. I was able to find everything I needed quickly and navigate through the system with ease.

For reconciliations, it has made the process so much better—especially my accounts receivable reconciliations, which are usually a lot to manage. With one journal, everything was cleared up, and matching my bank transactions with the relevant accounts became straightforward.

It also integrates easily with JP Morgan bank and with Bill.com, including Spend and Expense and AP. I also like that all the reports I need are produced with ease—literally just one click away. When we got set up, we were given practice accounts to analyze and learn from, without the risk of making serious mistakes. I honestly believe moving to Sage Intacct was a good move for my company because it integrates so well with almost all the applications we use.

What do you dislike about the product?

It has not yet been able to integrate smoothly with Dental inteligence which was recommended prior to migrating to Sage intacct.That the only complaint l really have with it.

What problems is the product solving and how is that benefiting you?

Before migrating to sage intacct l had to manually do Accounts Receivable reconciliations which was time consuming since they made up majority of my bank transactions. Now with sage l don't have to do them individuall l just have to upload one journal and everything will clear up. This has honestly time saving and have reduced my workload by a lot. I do get to download my reports quicker no matter how big the document is. I have not been using it for long but so far it does seem worth it.

What do you like best about the product?

What I like best about Sage Intacct is its user-friendly interface and the way it automates accounting tasks, which saves a lot of time and reduces manual errors. The cloud-based access makes it easy to work from anywhere, and the reporting features are very detailed and customizable. It’s especially helpful for managing large volumes of transactions, bank reconciliations, and generating accurate financial reports efficiently.

What do you dislike about the product?

What I like most about Sage Intacct is its user-friendly interface and how it automates many accounting tasks, saving a lot of time and reducing manual errors. Because it’s cloud-based, I can access it from anywhere, which makes day-to-day work much easier. I also appreciate the reporting tools—they’re very detailed and highly customizable. Overall, it’s especially helpful for handling large volumes of transactions, completing bank reconciliations, and generating accurate financial reports efficiently.

What problems is the product solving and how is that benefiting you?

What I like best about Sage Intacct is its user-friendly interface and the way it automates accounting tasks, which saves a lot of time and reduces manual errors. The cloud-based access makes it easy to work from anywhere, and the reporting features are very detailed and customizable. It’s especially helpful for managing large volumes of transactions, bank reconciliations, and generating accurate financial reports efficiently.

What do you like best about the product?

Sage Intacct works for our business because it can be adaptable to the many different types of businesses that we have.

What do you dislike about the product?

The report writing module could be more advanced and more user friendly.

What problems is the product solving and how is that benefiting you?

Sage Intacct allows our business to rely on one piece of software to cover multiple needs, including budgeting, accounts payable (AP), and the general ledger.

What do you like best about the product?

I use Sage Intacct for various tasks, including Bookkeeping, Bill Payments, and Bank Reconciliations, which are all made easier due to its user-friendly accounting features. I particularly like how I can easily track vendor bills and payments and maintain department-wise books. The AP Module is great for effortlessly tracking vendor bills and dues, and payment tracking is straightforward. In terms of reporting, I appreciate how easy it is to create and extract department-wise, entity Standard financials, and Consolidated financials in the required formats. Creating GL groups in reports is also more manageable. Furthermore, setting up accounts and importing bulk data through Excel templates is quite simple, which contributed to a smooth initial setup process for Sage Intacct.

What do you dislike about the product?

Approval settings need to improve at the entity level for the AP module for multiple authentication levels. Forex conversion is not proper when using multiple currency transactions. Authorization setup needs to be made more user-friendly for understanding.

What problems is the product solving and how is that benefiting you?

I use Sage Intacct for bookkeeping, bill payments, and bank reconciliations. It's accounting user-friendly, simplifies tracking vendor bills and payments, maintains department-wise books, and generates both standard and consolidated financial reports effortlessly.