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    Kylee D.

Sage Intacct Customer Review

  • February 23, 2021
  • Review provided by G2

What do you like best about the product?
I like how user friendly and simple the application is to use. I am able to easily pull reports that I need based off of my client's revenues. I absolutely loved the ease with pulling vendor report/info for 1099 season. I was able to get all the information that I needed already included in an excel document for ease. I like that they can also print checks for you instead of hand writing them. This is a major help for one of my clients that has 20 stores, and has over 200 invoices a week that I have to send payments out for. I also love that our firm can have dozens of clients within this one application. We are trying to get all of our clients set up in Intacct away from Quickbooks and RTI.
What do you dislike about the product?
I don't like that I can't just delete a recorded transfer of funds. It is basically a draft amount, so it isn't a payment directly out of Intacct. I have to go through the trouble of reversing it and checking the original posting and the reversal off in the register. Sometime I also have issue with balancing my registers. The website seems to glitch somehow, and it saying that I am out of balance by an amount that I have already checked off for, so I have to uncheck everything for the month, restart my reconciliation for the month, and then I can get the register to balance.
What problems is the product solving and how is that benefiting you?
It helps me easily research invoices and vendor info.
Recommendations to others considering the product:
I definitely recommond Sage Intacct to people that have heavy finance information. I don't think that this would be a good fit for a small business, but if you have a lot of information that you need to manage, this company is good for that. They organize everything very neatly and have made it very user friendly.


    Michelle P.

Intact is very resourceful when reviewing and auditing financials.

  • February 23, 2021
  • Review provided by G2

What do you like best about the product?
Intacct is favored for it's easy navigation
What do you dislike about the product?
So far, there is nothing that I dislike about Intacct
What problems is the product solving and how is that benefiting you?
I used Intacct to retrieve current month financial reports to audit budgeted items, and assist with variance details/explanations


    Rebecca C.

Sage Intact is very user friendly

  • February 23, 2021
  • Review provided by G2

What do you like best about the product?
The best thing is the reports I am able to generate.
What do you dislike about the product?
I don't have any dislikes with Sage Intact
What problems is the product solving and how is that benefiting you?
Nothing at this time
Recommendations to others considering the product:
Sage Intact is user friendly and provides all I need to review monthly financial information.


    Jamey M.

Associate

  • February 22, 2021
  • Review provided by G2

What do you like best about the product?
I like that it's easy to duplicate past entries and also relatively easy to research historical information. I also really enjoy the reporting and the cleanliness of the modules and how the flow of the menu is, while customizable, the out-of-the-box setup is quite easy and straightforward for anyone with experience with a previous accounting system to use.
What do you dislike about the product?
There's not much I can think of that I dislike, I think that this system properly integrates the proper controls to consider generally accepted accounting principles, while also allowing for mistakes and ways to undo entries instead of other systems which are usually less forgivable. One thing I do wish would improve, is as a Client Accounting Service Accountant, I'd like to be able to flip between clients a lot easier, which currently isn't quite easy to do - being able to open multiple different clients (in separate windows) without having it overwrite your current window would be amazing.
What problems is the product solving and how is that benefiting you?
Going back to my previous answer, there's a lot of functionality with Sage Intacct, as opposed to a system like Sage 100. I think some problems are moreso having to do with the original set up of a client, which is usually set in stone, like accrual to cash conversion or vice versa, which is less forgivable and more difficult to do in any system I'd presume. The benefits to this system versus something like Sage 100 is that there are so many more ways to go back and undo things or delete items without having it show up on the books, unless it's necessary.
Recommendations to others considering the product:
Historical research of audit trail, or a history of actions taken by a specific user on a given day. Makes it easier to trace erroneous steps for clients whose controls haven't been modified and for a new user to Sage.


    Jennifer S.

Consultative Approach and Focused on Solutions that Meet The Client's Needs

  • February 22, 2021
  • Review provided by G2

What do you like best about the product?
Joy McVicker, our account executive, is professional, knowledgeable, and 100% focused on find a solution to our challenging budget planning needs.
What do you dislike about the product?
The native budgeting and planning module was not complex enough to meet our needs, but they tapped into a 3rd party application (PROPHIX), a dynamic customer performance management system, that is able to achieve the level of detail we need for project planning. The two systems work seamlessly together, delivering Sage Intacct's best-in-class accounting and finance capabilities with PROPHIX's highly rated CPM program.
What problems is the product solving and how is that benefiting you?
Replacement for our antiquated accounting system and project costing sheets. We have advanced from a largely manual system to a powerful accounting/project budgeting system. We finally joined the 21st Century!


    Peter K.

Much easier than the old paper trail methods

  • February 22, 2021
  • Review provided by G2

What do you like best about the product?
Uploading attachments is really easy, much better than having to paper-clip or staple receipts together. Searching for specific expenses or accounts is also a breeze, thanks to the powerful search features. Because the service is web-based, I can upload receipts and enter expense reports from anywhere, so there's no worries about things being lost.
What do you dislike about the product?
Overall, there's not much I don't like. If I had to identify one thing, it's the ability to customize the user interface. There are a few fields that I do not use, which populate anyway. It would be nice if there was more UI customization available. Additionally, the search bars for populating the various fields are a bit pedantic at times, so something closer to a traditional search bar would be nifty. But those are minor things.
What problems is the product solving and how is that benefiting you?
As a non-profit, keeping track of expenses and how funds are used are critical. Being able to log expenses anywhere, from any device, helps prevent information from being lost. Having past records readily available also helps run periodic reports during the year, and with budgeting decisions at the end of the year.
Recommendations to others considering the product:
The convenience factor is probably the biggest selling point for me. I can upload receipts and enter expense reports from anywhere, so there's no worries about things being lost. and once uploaded the information is available to our accounting team instantly. It's easy to use, user-friendly, and can handle a lot of information.


    Mohamed A.

Love this ERP

  • February 19, 2021
  • Review provided by G2

What do you like best about the product?
i like the ease of access for each module and the ease to edit everything which is so simple, with just a simple clicks and everything is done, also for the bank transactions it is so simple you can find even the journal transactions in it so you can easily reconcile your bank and match your transactions to keep everything up to date with in mins, also for the bills you can search for any bill you have entered and it so easy just with the wild card then type the name and u can find it. it is really so simple even you dont have to go through the application list every time you can just mark them as fav. and you can easy access them by 1 click
What do you dislike about the product?
what i dont dislike is the some times it get stuck when saving attachments and also it doesnt save a big files so have to refresh the page and enter everything again from the begining and that is the worst thing is to duplicate the work.
What problems is the product solving and how is that benefiting you?
the benefits is that you have everything in your hand and all the data needed even the P&L statements which is so good to keep an eye for every detail in the company. and for the problem solving when u check the P&L statement you can what is missing and not up to date and also which entry is wrong that is so good so you dont have to investigate every thing just the statement and you can locate the issue and fix it. so helpful actually
Recommendations to others considering the product:
Very User Friendly. Sage Intacct has been a wonderful accounting tool. From the ease of application and going live to everyday use, you will not be disappointed in choosing it. We have also been freed up from requiring IT support on the software since Sage manages all updates and that has been a huge benefit to us to allow our company to focus our resources in other areas. It's very easy to create financial reports and bank reconciliation. Highly recommended.


    Ashley S.

Love the ease of use of Intacct

  • February 19, 2021
  • Review provided by G2

What do you like best about the product?
The reporting function and having all the data in one place. Saves a lot of time having to recreate reports and avoids errors.
What do you dislike about the product?
Chart/graph functionality is a bit limited, would like to be able to build more complex charts and graphs
What problems is the product solving and how is that benefiting you?
Financial data is all in one spot so we are able to spend more time on analytics and less time on report generation


    Biotechnology

Sage Intacct Review

  • February 19, 2021
  • Review provided by G2

What do you like best about the product?
It is very amendable, many kinds of spreadsheets and budgets is possible to create using this software.
What do you dislike about the product?
Initial high learning curve which requires time to get used to. It is not as user friendly as Quickbooks
What problems is the product solving and how is that benefiting you?
accounting tracking


    Mohamed L.

Very Great Platform

  • February 18, 2021
  • Review provided by G2

What do you like best about the product?
The Ease of Access for every thing and you will have the full control
the basic inter actions and the simplicity of every thing so you can Do everything with just simple clicks
easy to make invoices and to pay them
easy to maintain the data of all the vendors
very easy also to find all your data
and the way of the applications is so easy to access
What do you dislike about the product?
the one thing I dis like is that when you are trying to save documents on the transaction it some times take along time, and some times it just stuck even though the internet connection is so good
and also when you stay in active for a while it sign out automatically and some times i look for a thing or 2 just to upload it and it signs me out so i have to sign in again and choose the level of the corporate and it opens in a new window
you know just like you will repeat the whole cycle again
What problems is the product solving and how is that benefiting you?
the problems i solve is payments for vendors and reviewing the invoices and record the transactions and reconcile the banks by matching the transactions of the bank and the one which is input in the system and i make the payments through the bill payment module.
the benefits is that every thing is under your eyes and you have reports for everything like PNL Statement
Vendor aging and the due date off all invoices, when making the payments you choose the way of the payment method which is made already by me so it is an easy way also for keep tracking the payments
Recommendations to others considering the product:
when you open the sage and choose the applications it is only so simple that you will not need a lot of training time just look and search and everything is there