Streamlined financial reporting has saved significant time and now supports faster decisions
What is our primary use case?
Sage Intacct serves as my main tool for managing demos for stakeholders, conducting meetings, and streamlining various financial processes.
What is most valuable?
The best features Sage Intacct offers in my experience include dimensional charts of accounts, real-time dashboards for reporting, automated workflows and approvals, multi-entity and multi-currency support, a strong core for financials, its integration-friendly platform, audit trails, compliance features, and project, contract, and costing functionalities.
Since we started using Sage Intacct, the biggest improvements have been visibility and efficiency. We now have real-time access to accurate financial data, which means we are not waiting until month-end to understand how we are performing. Reporting that used to take days is now available in minutes, and there are far fewer manual spreadsheets. Overall, Sage Intacct has helped us move faster, improve accuracy, and make better-informed decisions with real-time data.
The biggest outcome for us has been time savings around reporting and month-end close. For example, our monthly management reports went from taking around two to three days to less than half a day, mainly because reports are now real-time and dimensionally driven instead of spreadsheet-based. Reporting time has dropped from days to hours, and errors have decreased significantly due to better controls and automation.
What needs improvement?
Sage Intacct is very strong overall, but if I had to suggest improvements, I would say the learning curve could be smoother for new users. Some of the more powerful features such as advanced reporting and dimension setup are not immediately intuitive, and it takes some experience to use them confidently.
For Sage Intacct integrations, some require more configurations than expected. Deeper out-of-the-box integrations and clear setup guidance would reduce implementation time and reliance on third parties. I would also appreciate supporting documentation and customer customization automation for reporting analytics and gaps.
For how long have I used the solution?
I have been using Sage Intacct for one year or more.
What do I think about the stability of the solution?
Sage Intacct is very stable for us as a cloud-hosted SaaS platform with no major downtimes experienced so far. We have not experienced any significant outages that impacted our day-to-day operations. Its high availability, because it is cloud-hosted and managed by Sage on AWS, ensures reliable service with minimal interruptions.
What do I think about the scalability of the solution?
Sage Intacct has scalable capabilities that handle increased volume easily as our transition volumes increase. We can add new entities, business units, and currencies without needing major re-architecture. For instance, when we expanded into a new region, we were able to onboard that entity in Sage Intacct without disrupting existing workflows or needing a separate system for consolidation.
How are customer service and support?
Customer support has been very helpful. When we needed assistance, we reached out mainly for setup questions and clarifications on features or specific reporting challenges. Support responses were professional and knowledgeable, and issues were typically resolved quickly without long delays.
How would you rate customer service and support?
Which solution did I use previously and why did I switch?
Before using Sage Intacct, we used more basic accounting solutions, such as QuickBooks and an on-premise ERP legacy financial system. As the organization grew, it became clear that the system could not scale with us, which led to our switch due to the need for stronger reporting, better controls, and support for multi-entity operations. The previous system relied heavily on manual work and spreadsheets, making it harder to obtain timely and accurate insights.
How was the initial setup?
My advice for others looking into using Sage Intacct is to invest in your setup foundationally and spend time designing your dimensional and reporting structures thoughtfully. Getting your chart of accounts and dimensions right early pays huge dividends by saving hours of rework later and making reporting much easier. The real power is in Sage Intacct's real-time dashboards and dimensions reporting, so I recommend creating custom reports and training users on how to slice data effectively. Expect a learning curve, but it is worth it.
What was our ROI?
The biggest ROI came from time savings and process efficiency. Month-end close and management reporting are now about 40 to 50% faster than before, largely because reporting is real-time and dimension-driven instead of being spreadsheet-heavy.
What's my experience with pricing, setup cost, and licensing?
Overall, pricing and licensing felt fair for the value that Sage Intacct delivers, but it is definitely positioned as a mid-market to enterprise solution rather than a low-cost one. The cost made sense once we factored in the time savings, automation, and improved reports. Licensing is modular, so we paid for the core financials and added specific modules we needed, which helped keep costs aligned to our actual use. The setup implementation cost included an upfront configuration, data migration, and initial reporting setup that was expected. Most of the effort went into getting dimensions and reporting right from the start. Although the initial setup was not inexpensive, the ongoing operational efficiencies and reduced manual work meant we saw a clear return on investment over time.
Which other solutions did I evaluate?
We looked at a few alternatives including NetSuite, Microsoft Dynamics 365 Finance, and staying with lighter-weight accounting solutions. Each had strengths, but Sage Intacct stood out overall.
What other advice do I have?
One thing that really surprised me was how powerful Sage Intacct reporting and dashboards are once I invested time upfront. Early on, I underestimated how much value I gained from setting up dimensions and saved reports properly. Once that was in place, much of the manual work I used to do in spreadsheets simply went away. I would rate this review a 9 out of 10.
Which deployment model are you using for this solution?
Public Cloud
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Robust reporting has transformed our journals and reconciliations and supports data‑driven decisions
What is our primary use case?
My main use case for Sage Intacct at Navis HealthCare involves performing a significant number of journal entries, reconciliations, cash reconciliations, inter-company transfers, and it serves as our general accounting package where I handle uploads for payroll and other functions.
A specific task that I recently completed using Sage Intacct is the implementation of Sage AI packages into our software, alongside my ongoing work on reconciliations for our balance sheet accounts.
What is most valuable?
Sage Intacct offers exceptional features including the integration of multiple entities and the contracts module, which is a very powerful tool, as is the projects module. As a former implementer of Sage, I have nothing but positive things to say about it and can mostly think of positives rather than negatives.
The contracts module has helped us track our clients with multiple contracts by the contract itself, rather than just by the project or particular customer, providing us with another dimension to slice and dice our information.
An example of how the reporting tool has helped my team make decisions is that it continually enables us to see where our money is going, which projects and contracts are consuming our resources, and which ones are actually making the company money. The reporting tool also made it incredibly easy to provide potential investors with the necessary information quickly and easily instead of it taking months. Sage Intacct has positively impacted our organization by providing us with a robust reporting tool that allows us to see into the background of financials without a lot of added effort.
What needs improvement?
I wish Sage Intacct had a more robust interface with their help desk, as right now getting help with Sage is sometimes slow and clunky. However, we are fortunate to have a fantastic customer representative who goes above and beyond to get me answers quickly, but that is because we are a large customer and one they are actively pursuing since we added a lot of functionality in the last year.
For how long have I used the solution?
I have been using Sage Intacct on and off since 2012, so fifteen years.
Which solution did I use previously and why did I switch?
Before Sage Intacct, I have used many other solutions including Sage 50, QuickBooks, and some proprietary software at different organizations. By far, Sage Intacct is the easiest to use and the best.
What was our ROI?
I have seen an astronomical return on investment with Sage Intacct, particularly regarding time saved. We are in the process of deploying some of the AI tools available within Sage Intacct, specifically the close tool, which is going to be a huge time saver for our monthly close.
Which other solutions did I evaluate?
I was not part of the evaluation process for other options before choosing Sage Intacct, which is why I point out that using AI for this type of thing may not be the best idea.
What other advice do I have?
My advice to others looking into using Sage Intacct is to please get a professional implementer to handle the implementation. One problem at Navis HealthCare is that it was poorly implemented, and I have spent the past six months cleaning up their instance with a significant amount of work still ahead of me. I provide this review with an overall rating of ten.
Which deployment model are you using for this solution?
Public Cloud
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Cloud monitoring has improved accuracy and saves time by alerting us to failed jobs quickly
What is our primary use case?
My main use case for Sage Intacct is for cloud monitoring.
A specific example of how I use Sage Intacct day-to-day is that we get alarms if any job fails, so we receive alarms from PagerDuty on our monitoring tool, and we go and check the issue and resolve the problem.
Sage Intacct is a great app that makes our work much easier.
What is most valuable?
The best features Sage Intacct offers are the integration with other tools and applications.
A specific example of a positive impact from Sage Intacct is that it has improved accuracy because when we are about to deploy new features and a job fails, it gives us a notification on time on our monitoring tool, so we go and check on time, which saves time for us.
What needs improvement?
I do not have any ideas on how Sage Intacct can be improved, as it is very good for us right now.
For how long have I used the solution?
I have been using Sage Intacct for one year.
What do I think about the stability of the solution?
What do I think about the scalability of the solution?
The scalability of Sage Intacct is good.
How are customer service and support?
I did not call customer support before because I am not the person responsible for doing that, but if we get any issues, they get resolved in a short time.
Which solution did I use previously and why did I switch?
I did not previously use a different solution.
How was the initial setup?
What about the implementation team?
What was our ROI?
I have seen a return on investment because it saved more time for us by ten percent of our time.
What's my experience with pricing, setup cost, and licensing?
I do not know anything about my experience with pricing, setup cost, and licensing.
Which other solutions did I evaluate?
Before choosing Sage Intacct, I do not know about the team because I am not the person who makes the decision to use this tool.
What other advice do I have?
My advice to others looking into using Sage Intacct is to use it because it saves time and it is easy to use. I found this interview very good, and I do not think there is anything I should change for the future. I would rate this review nine out of ten.
Which deployment model are you using for this solution?
Private Cloud
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?