Sage Intacct serves as our main accounting system for accounts receivable, accounts payable, inter-company reconciliation, global group consolidations, and banking reconciliation for treasury reporting. We are also creating many custom reports within the system.

A specific example of how I use Sage Intacct in my daily work is that the Accounts Payable team books AP bills by receiving invoices from vendors and booking them with approval while mapping the purchase orders as well. The AR team performs customer billing into Sage Intacct, and whenever they receive payments, they apply them to the respective invoices. Later in the month-end closing and reporting phase, the team conducts bank reconciliations along with performing other main closing entries or daily accounting transactions.

One of the best features Sage Intacct offers is the auto-match function with bank reconciliations because some of our group companies are into collections. We have numerous bank amounts within transactions, and this auto-match feature is extremely helpful for matching hundreds of bank transactions daily within the system. Additionally, Sage Intacct has proven to be flexible and user-friendly across various domains for AP and AR, and the control points within the system ensure that our audits are conducted smoothly and effectively with minimal questions from the auditor.

Sage Intacct has positively impacted our organization by being flexible and easy to use. Everyone working on Sage Intacct has an accounting background, and they are able to use it with minimal training because of its user-friendly interface. This system has reduced our reliance on human effort through automation, such as automated revenue schedules that recognize revenue automatically once we set up a template in the sales invoice. The same applies to AP bills, where the system picks invoice attributes directly from the invoice image, making our AP bill processing smoother and enhancing quality since we can focus more on quality controls rather than postings.

Sage Intacct assists with regulatory compliance and audit requirements in our organization by being user-friendly. The system supports audit requirements well because it complies with SOC 1 and SOC 2 reports. Our accounting audits benefit from the robust system controls, backup methods, and data security, making any request for audit trails readily available. Data remains safe, and audits proceed smoothly. Additionally, the fixed-asset module and automated revenue recognition align with ASC 606, effectively easing our audit requirements.

There are a few small things I have observed that Sage Intacct could improve, such as the ability to categorize customers or vendors, but when running aging reports, it does not allow running aging for categorized types. For instance, there are inter-company vendors and trade vendors, and the trade vendors can have sub-categories such as legal vendors, lease vendors, utility vendors, rental vendors, professional services, and audit services. When we sub-categorize these types of vendors under trade vendors, the system does not allow us to run aging exclusively for trade vendors. This is one example of a small change that could enhance the system.

I would suggest that Sage Intacct provide more content regarding integrations, specifically example videos for integrating with major players such as Salesforce. Short examples demonstrating integration processes of approximately 20 minutes would be particularly useful. On the reporting front, while Sage Intacct's reporting capabilities are good and include a paid module, any enhancements in this area would certainly add value.

I chose 8.5 as my rating for Sage Intacct because there is a good utility example from QuickBooks. In QuickBooks, when creating a vendor transaction, if you need to refund the vendor, you can track all transactions under one record. Unfortunately, in Sage Intacct, we lack this facility. There are several minor improvements that could be addressed in future updates, and while Sage Intacct is an excellent tool, it is not yet near perfection.

I have been working here since June 2010, so it has been more than 14 years that I have worked with Sage Intacct.

Sage Intacct is indeed stable, and I do not encounter any major issues or even the slightest problems with it.

The scalability of Sage Intacct is commendable.

I find that customer support from Sage Intacct could be quicker; however, our reseller has provided excellent service in this regard.

I would rate the customer support from Sage Intacct a 3 or 3.5, while I would rate our reseller's support around 7 or 8.

Prior to Sage Intacct, we used multiple accounting systems as part of our group of small and mid-sized companies, including Microsoft Great Plains, Microsoft Solomon, QuickBooks Online, and Microsoft Desktop, among others. We switched to Sage Intacct to provide a centralized accounting system.

We have not maintained or created metrics related to returns on investment with Sage Intacct, such as time saved or money saved, nor have we documented how many employees we need.

We have customized Sage Intacct for many custom reports, and we have numerous custom fields through platform services. Since we are a group of many small and mid-sized companies operating in different industries, we have a large number of highly customized reports to suit their business requirements. We have more than 150 operating entities in our Sage Intacct instance, and we have created over 100 highly customized P&L and other reports within the system. It has been really flexible for us to create many custom reports as required by management and the corporate team.

Regarding the audit controls I mentioned, we have established a delegation of authorities for vendor setups. For example, if someone creates a vendor, another team approves it. The same applies to AP bills and customer setups. We have also implemented an approval methodology based on amounts for journal entries, where a certain level of person can approve up to a specific amount, and any amount above that requires a senior person to review and approve the journal entry.

We have not evaluated in-depth how much human effort has been reduced, but we have observed that with the same or even fewer team members, various accounting teams are emphasizing more on quality and spending more time on it instead of posting. This has been really helpful, and our audits are going smoothly, leading to fewer human errors in the system.

We have successfully integrated Sage Intacct with our payment merchant, and there have been no issues with that. User access and security management in Sage Intacct is strong, with all audits conducted by Grant Thornton, and we are satisfied with how these aspects are handled. Regarding pricing, it aligns with industry standards, but due to confidentiality, I cannot disclose specific figures, though we are using a considerable number of user accounts.

Sage Intacct is deployed in our organization as a private cloud solution, with our data hosted on Sage servers.

I do not see any direct link to how Sage Intacct supports our organization's growth or expansion plans now, but Sage Intacct has proven to be an efficient tool for all group entities across different industries. It enables us to conduct accounting from a single instance, allowing us to set up an environment where numbers from various industries are synchronized to meet the required quality level for corporate dashboard reporting.

In terms of multi-entity and multi-currency operations, we are effectively using Sage Intacct for these purposes, employing a multi-currency setup and utilizing exchange rates for our consolidation and foreign exchange conversion. Everything is functioning properly, with no questions raised by auditors regarding Sage Intacct exchange rates. Sage Intacct facilitates remote work seamlessly, enabling easy collaboration within my teams as it is a web-based tool, and we have encountered minimal challenges from a system perspective.

I advise others looking into using Sage Intacct to assess their requirements carefully, including what modules they want to use. Sage Intacct is a good tool, and I believe that anyone who chooses it without extensive evaluation will not regret their decision. Additionally, Sage Intacct is suited for the service industry, and from my perspective, it is quite a versatile tool that meets various reporting needs such as AP, AR, order entry, purchasing, real estate, and construction. I rated Sage Intacct 8.5 overall.

My main use case for Sage Intacct is setting up the systems and configuring it for clients to use it properly for accounting.

I have set up Sage Intacct from the beginning of company-specific setup, creating the entities and different modules such as accounts receivable and accounts payable, loading master data, and integrating Nexonia, Ramp, and Bill.com to Sage Intacct, ensuring all these applications flow together for accounting purposes.

We set up the systems and have used the O2C revenue management module and the consolidation module; however, the consolidation module lacks several features in setup, including the inability to create different sub-level entities, and it is very rigid and not customizable for adding different entities under one book, so we are trying to create multiple books. Overall, Sage Intacct lacks customization for user specifics, such as creating custom reports or custom fields, which are not very user-friendly, presenting a point of improvement.

Sage Intacct has positively impacted my organization as we predominantly use it as the accounting software for all our clients; we onboard them by setting up their company structures and configurations, preparing everything ready for their accounting and finance analysis.

Specific outcomes show that Sage Intacct has significantly benefited our clients by organizing data in the system; previously, clients used low-level ERP systems, but after transitioning to Sage Intacct, they gained control over GLs created and prevented duplications of vendors or customers, which has reduced confusion in financial statements and made them more organized. Additionally, it has reduced duplication of entries by accurately capturing invoice number details and has saved significant time by automatically generating P&Ls and balance sheets without the need for manual preparation.

The accuracy of accounting has improved by nearly 95%, and we save about three days of manual effort to prepare financial statements.

The best features Sage Intacct offers include the import feature and the integrations feature, with imports allowing us to load a large number of data into the system at one time, while the integration module enables us to integrate different systems and have the entries flow into Sage Intacct without any manual intervention.

The import feature has particularly saved a lot of time; for example, we had to load 10,000 journal entries at one time, and by preparing our template based on the import feature, we downloaded the template, had the data ready, and used it to automatically load the entries into Sage Intacct, especially for the revenue management module. Regarding integration, thousands of Ramp transaction entries flow directly to Sage Intacct, posting entries without manual intervention and sometimes without even needing to reclassify because all the categories are derived automatically using the MCC codes from the bank directly.

Sage Intacct automates the revenue management module, particularly in posting revenue recognition entries like deferred revenue at month-end or other applicable frequencies; we can click a button to get entries posted for large data amounts, making this process incredibly helpful and automated.

Sage Intacct should offer users more customizable options, particularly in sending emails to customers regarding invoices, as it currently allows only a single email selection derived from contact information, which can be limiting when bill-to and ship-to addresses differ.

User experience is generally good, although integrations are sometimes challenging; for example, I found the Rippling integration to be particularly difficult. Some user help or support from Sage Intacct support team on Rippling integration would have been beneficial.

I have reached out to Sage Intacct support team regarding tax calculations not happening correctly, even when the configurations appear as expected; the resolution process involved multiple back-and-forths, taking about one week on average for a solution, indicating a potential area for improvement.

I have been working in my current field for around six years but in the current company it is more than one year and eight months.

I have been using Sage Intacct for more than one and a half years.

Sage Intacct handles growth and increased data volume well, demonstrating good scalability.

New users getting started with Sage Intacct can begin with a straightforward interface.

It is easy for new users to get comfortable with Sage Intacct, but a few advanced modules require some guidance or help, especially concerning configurations.

In terms of integration with third-party applications, I find the Nexonia integration very easy and friendly, as well as Bill.com, although the integration with Ramp is somewhat manageable. However, the Rippling integration poses challenges due to inconsistencies in locations and dimensions, making it tougher.

I feel very confident in Sage Intacct's ability to safeguard financial data, ensuring both security and compliance.

Sage Intacct is not used on mobile devices.

My advice for others looking into using Sage Intacct is to be careful with configuration because once set, the system runs exactly as configured, so it is essential to choose wisely and be crystal clear about the requirements.

Overall, Sage Intacct is a very useful accounting tool, and it can scale up more to be used for large-scale industries, featuring a friendly user interface and good user experience. I would rate Sage Intacct an eight out of ten because it is an overall solution that genuinely helps customers manage their financial data, although it still has room for improvement and flexibility for users.

I used Sage Intacct for almost two years in my previous position, not in my current role.

My main use case for Sage Intacct during that time was that it served as the accounting software for our global company, while our Indian company, which I am part of, used different software. At every month end, we prepared an import file using our local accounting software and then uploaded the data into Sage Intacct, which was used under the subsidiary for global consolidation.

The process worked by downloading an import file from Sage Intacct and typically doing the mapping between the India accounting GL and the Sage Intacct global GL that we were using. Then I filled the data into a consolidated journal entry using the template and JE upload template, which I then uploaded into Sage Intacct as a single file upload.

This represents the only monthly activity we actually performed. I was not actively using Sage Intacct for day-to-day accounting since those transactions were handled in local accounting software, but on a monthly basis, we exported all data, remapped it, and uploaded it into Sage Intacct.

The best features Sage Intacct offers, based on my experience, include reporting, which is one of the best features I appreciated, as well as a different set of mapping in terms of cost centers and different departmental lines that we actually needed.

The reporting capabilities stood out for me because we could generate required reports from Sage Intacct, including all financial statements needed for consolidation and various reconciliations with the parent company and the subsidiary. This was very helpful while uploading local accounting data into Sage Intacct, allowing us to perform reconciliation effectively.

The real-time financial reporting and dashboards are features I would definitely mention as interesting. The customization we could do on department, project, and other metrics offered a different kind of segregation, and the cloud-based accessibility is another good feature I appreciate.

Sage Intacct has positively impacted my organization by facilitating collaboration; we could handle the entire accounts for the India and US entities while getting real-time financial reporting. Additionally, because it is cloud-based software, it is accessible anytime from anywhere, which is beneficial.

Intercompany reconciliation stands out as a specific outcome I noticed; since both companies are under the same Sage Intacct account, we could perform intercompany reconciliation without manual intervention, highlighting an improvement.

One area where Sage Intacct can be improved is user-friendliness, particularly in enhancing features in aging reports and ledger statements that typically help in obtaining customer statements. Improving these features would be beneficial, especially in complying more with Indian requirements, since Sage Intacct is not an Indian software.

I rate Sage Intacct seven or eight overall and less than five for Indian accounting because it is not compliant with Indian accounting, especially regarding taxation, withholding tax, and GST rules, which differ from what is represented in the software. The current automation for Indian taxation is not functioning properly in Sage Intacct.

I have been working in my current field for two years.

Sage Intacct is stable.

I have not worked with customer support.

Before Sage Intacct, we used Oracle Business Suite, which was a query-based system regarding reporting, prompting our switch to this software, which is not query-based.

I cannot provide insights on return on investment because I am not the right person to comment on that; these subscriptions are US-based, and I am only a user who cannot assess their impact on overall investment.

The experience with pricing, setup cost, and licensing was handled completely by the US team, and we were not part of those arrangements.

My advice for others looking into using Sage Intacct is to consider it if they need a cloud-based solution focused on better reporting. My company does not have a business relationship with this vendor other than being a customer. I would rate this product a seven overall.

My main use case for Sage Intacct involves setting up customers with Sage Intacct. I primarily focus on the construction space.

Sage Intacct is an open API and can easily owrk with many different integrations,

Better visibility to financial reports and projects.

The best features Sage Intacct offers include its ease of use due to the open API, and the fact that it operates with 3D accounting dimensions.

The reporting capabilities and automation and integration abilities in Sage Intacct make it easy to work with other third parties and collaborate effectively.

Sage Intacct has positively impacted my organization by making many customers more efficient and providing better visibility into project costs.

The change order process in Sage Intacct could be smoother and easier, and I believe the ability to perform lien waivers and invoices in bulk, as well as improvements in inventory management, could enhance the system.

The use of imports in Sage Intacct could be made easier for clients.

I would like to see improvements in Sage Intacct regarding the ability to add cost codes to project contract lines and to have more flexibility with check printing.

I have been using Sage Intacct for about three years.

Sage Intacct is stable.

Sage Intacct is very scalable.

The customer support for Sage Intacct could improve.

Many of my clients have switched to Sage Intacct from QuickBooks, Sage 300, or Sage 100 due to various needs.

My company has a business relationship with this vendor as we are a value-added reseller.

I have seen a return on investment with Sage Intacct.

My experience with Sage Intacct's pricing, setup cost, and licensing is that it is somewhat slow and expensive.

Before choosing Sage Intacct, my clients evaluated other options including NetSuite.

If you are looking to use Sage Intacct, my advice is to work within the systems and understand how they work appropriately—do not try to get creative; use it as it is built. I would rate this review as a seven.

My main use case for Sage Intacct is working for a nonprofit organization in the US, and in my daily work, I record all the entries, data, all the accounting tools, and make financial reports from Sage Intacct and take various reports from that.

A quick specific example of how I use Sage Intacct for my nonprofit organization is that I regularly handle monthly entries for insurance, taxes, and more. Moreover, I post the invoices and make those payments from Sage Intacct and record those particular entries.

The main usage of Sage Intacct is for journal entries, such as for taxes, insurance, and daily invoice processing for vendor day-to-day transactions. We render a service, so for that, I just have to book an entry in which I'll attach the invoice and process the payment from Sage Intacct.

The best features Sage Intacct offers include the ability to edit journal entries, attach more than one attachment right there, and have specific fields for marking the transaction such as a description, notes, dates, and GL account numbers where we code that. This feature really helps me out in my daily work.

This has made my workflow easier and more accurate because when I receive an invoice and I'm confused about the nature of the expense, Sage Intacct helps me choose a listed GL code easily. Additionally, for the transaction date, Sage Intacct doesn't allow me to take a different date from the invoice since I'll attach the invoice. This helps with the accuracy of the amount of the invoice. Another example is that during bank reconciliation, Sage Intacct already helps me mark items that are already posted in the bank or which are in the bank statement, which makes me feel better when I go for reconciliation.

Sage Intacct helps me mark the exact date and amount for particular transactions, same in the bank statement, and this feature is really appreciable in Sage Intacct.

Sage Intacct has positively impacted my organization by providing the opportunity to delete or edit any incorrect journal entry at the same time or in the prior or post-period after posting that particular entry. We also have the ability to apply money to grants in Sage Intacct, and if we post a wrong amount or dates, it gives an option to correct it, which is a great help in accounting.

As far as I'm using Sage Intacct, I haven't experienced significant challenges, but the page expires really fast if I have idle time or am working on something else while finding an amount or looking at an invoice. This feature might be helpful if they correct it.

In the interface for bank reconciliation, there are so many options on the upper side, such as ending balances and periods, closing and GL balances, which are all summed up in the same place. If we could separate them with a highlighted column for the same amounts, that would be more helpful.

I have been using Sage Intacct for two years.

I have never experienced any downtime or technical issues with Sage Intacct.

I wouldn't say that we transferred from another solution to Sage Intacct, but due to business requirements and technology, I was using some in-house software for accounting, and after discovering Sage Intacct, it has been really helpful compared to the past.

I have seen a return on investment primarily in time savings, as I'm not sure about the money part. Sage Intacct is user-friendly, meaning all the employees working on Sage Intacct are recording everything needed for our daily work, and from my personal experience, I find Sage Intacct better than other software.

Before choosing Sage Intacct, I evaluated options such as SAP, Xero, and QuickBooks, as we were using several in-house software, but I found that Sage has additional features that made it more user-friendly in comparison, and the management voted for Sage based on employee feedback.

My advice to others looking into using Sage Intacct is that if you haven't tried it, you should do so once, and you will feel the difference compared to the earlier software or solutions you are using right now. I would rate this product an eight out of ten.

My main use case for Sage Intacct is as a technofunctional consultant, where I mostly do customization services, integrations, and migrations with all the modules like Order Entry, Purchasing, Accounts Payable, Receivables, General Ledger, and all that related to contracts.

In my daily work, I recently customized and integrated Sage Intacct with a freightway system to view shipments and track those shipments within Sage Intacct using the APIs available.

According to customer requirements, I am accustomed to doing specific customizations for Order Entry, Purchasing, General Ledger, and reports, which are very useful.

The best features Sage Intacct offers include the import functionality, support for customization, and the platform that allows me to modify whatever I want. The triggers and reports are built very well and user-friendly, so I can modify this, and this is one of the best features it provides.

The import functionality helps because once I download the template from Sage Intacct, I can fill out the specific columns with the data that I need to import into the system, and it will do the work instead of adding those details manually.

The platform services allow me to add functionalities such as sending an email once I generate any AP bill or approve vendors. Additionally, I can call external API services or Sage Intacct API to validate those fields, which is good for users.

Sage Intacct has positively impacted my organization through improved collaboration and saved time. I can import data easily, and since it is user-friendly, I encounter fewer errors. For example, the work I used to do in one or two days now gets completed in one or two hours.

Currently, I do not see areas where Sage Intacct can be improved, although I sometimes face limitations such as not getting certain fields or APIs for the data I want to sync.

Recently, while I was updating a vendor under the vendor approval policy, once I updated that vendor, it went for approval again. I think they should implement some thresholds or flags to identify when approval is not needed.

I have been working in my current field as a software developer and have been in the role of a Sage Intacct developer for the last five years.

Sage Intacct is stable.

Sage Intacct scalability is also good enough.

Customer support can be improved, as they sometimes respond with a delay. For instance, if I expect a response in two days, I receive it in four to five days.

Before Sage Intacct, I used Sage 300, and I switched because it was on-premises. I was looking for a cloud-based solution, and Sage Intacct was one of the best options available.

I have seen a return on investment since I saved a lot of time and money. Previously, I required multiple employees to enter transactions, but now I accomplish this with fewer people.

I think the pricing, setup cost, and licensing for Sage Intacct are well-suited for users, as they offer good value for a well-featured software.

I evaluated other options within Sage, as I had better choices in Sage itself.

For those looking into using Sage Intacct, I highly recommend it as it is cloud-based with robust features, platform services, customization capabilities, integration options, and API support, making it suitable for small ERPs and organizations. I give this product a rating of 9.

We use it for a wide array of accounting functions, encompassing accounts payable and receivable, general accounting tasks, fixed asset management, banking interactions, and reconciliation, as well as the generation of standard and customized financial reports. Our company handles the recording of transactions, particularly focusing on purchase-related transactions like RCTIs, and we perform recurring journal entries for month-end closings. Due to our intercompany system, we don't engage in traditional AR and AP; instead, we initiate ARAP and make use of the built-back approach. We have configured the built-in feature, which seamlessly facilitates our intercompany financial transactions within the Sage Intacct platform.

This is a multi-entity system with a hierarchical structure that allows us to have a comprehensive view of all our ARAP transactions within a single tool. We can access and analyze data at different entity levels as needed, and it's incredibly convenient. We can seamlessly drill down into the data from this unified interface.

One of the standout features is the ability to access all reports from a central location, eliminating the need to switch between entities. We can effortlessly view trial balances, pending reports, and more, regardless of the specific location or entity we're working with. Its custom reports feature is also noteworthy, as it provides flexibility for users to create their reports, tailored to their specific areas of expertise. For example, in accounts payable, we can extract purchase invoice details and item-level data, track credit applications for individual invoices, and generate custom reports to integrate into our toolkit.

The only challenge we've encountered is in role setup. While we can create, post, and manage general entries, we face a limitation in allocating multiple JL accounts.

I have been working with it for one year.

It provides exceptional stability capabilities. I would rate it nine out of ten.

There is potential for improvement in terms of scalability. I would rate it seven out of ten.

It provides excellent support services.

Setting it up isn't overly simple, but not really complex. I would rate it around eight out of ten.

The transition process took just under three to four months. This involved migrating supplier previous balances and setting up suppliers and customers in the new system with multiple entities, along with handling fixed assets and other essential data transfers. During this transition, we collaborated with a third-party consultant who played a significant role, as we primarily sourced subscriptions through this third-party company, which also provided valuable support throughout the process.

The return on investment is 75 percent.

In terms of subscriptions, the pricing structure works well for multi-level entities. It's reasonably priced, offering fixed pricing, which is quite fair. I would rate six out of ten.

It's a good fit for us, especially as we operate within a multi-entity franchise system and the customization options are excellent, allowing us to add screens and tailor the software to our specific needs. From an accounting perspective, it's a top-notch product, offering comprehensive end-to-end automation. The banking features are particularly impressive, making back-office tasks much more time-efficient. The flexibility and customization options are a big plus, and the use of templates further streamlines processes. Overall, I would rate it nine out of ten.

As a user, it was used as our primary accounting and financial reporting system. It provides superior sub-ledger tools equipped with excellent approval workflows. I was able to move data into Intacct using CSV imports and API integrations that cut staff time in half.

Intacct makes everything a lot easier, particularly for multi-entity companies because it allows you to transact from a single point. All entities can be accessed from a single sign-on, with a common chart of accounts and master vendor, customer, and item records. I don't have to slide into each entity to post a transaction, I can just transact for any one of them and I can also transact between them. That makes it really convenient.

Ease of access to all the entities and having a single chart of accounts that sits on top of everything makes the maintenance of the chart of accounts much easier. One of the other strong features that made my life a lot easier is the fact that as a multi-entity, cloud-based system, Intacct automatically creates the inter-entity transactions, so there is no need to create the entries manually, a huge time saver.

The most valuable feature is that it is a cloud-based system so I can access it from anywhere, with any browser, on any device. It's the only major accounting ERP system on the market that was designed specifically for the cloud, the other ones were adapted to the cloud. Intacct was always designed with the cloud in mind, and it shows.

Additionally, its multi-entity design is elegant, intuitive, and easy to master. Transacting and reporting across all entities from a single log-in is fantastic

The user interface is sleek and consistent throughout the software, enabling users to adapt quickly and to work efficiently.

The financial report writer is comprehensive and designed to enhance the user experience. I eliminated all of my Excel-based financial reports.

The sub-ledgers are well designed and provide the user with tools and functions that improve efficiency.

I think that there's a little bit of room for improvement in the way that accounts payable approval workflows are set up, however, the purchasing module overcomes any AP approval shortcomings. Other than that, I'm satisfied with the solution on almost every level.

When it comes to additional features, I know that they're working on AP automation and a lot of different AI-type options, which is nice. As of right now, the solution provides everything I need.

I used Sage Intacct for two years, moving a multi-entity company from QuickBooks to Sage Intacct. I am now implementing Sage Intacct.

The solution is really stable. It has 99.9% uptime. I use it all the time. There are some intermittent glitches now and then because it is web-based. It's available 24/7.

Scalability is one of Sage Intacct's strengths. I rate it a ten out of ten because once you set up the single chart of accounts, general ledger accounts, and master records like vendors and customers, you can use them across all of your companies. You add the new entity and start transacting. It really is that simple.

The technical support is excellent. Like everywhere else, there's a lot of churn in the support area. They lose highly experienced people and have to replace them, but they do a really good job of training. Sage Intacct has an excellent Help Center that provides comprehensive documentation for all facets of the software. It's easy to read and provides "how to" instructions and videos. it. It's easy to kind of self-diagnose an issue before you have to actually get any technical support.

I used QuickBooks in a multi-entity company which required me to consolidate my financial reports in Excel. Sage Intacct eliminated that.

The initial setup is easy. The user interface and Sage Intacct are really easy to adapt to, and it's really easy to migrate from one platform to another. We moved from QuickBooks and it was really easy. It's a highly structured, intuitive system. I've also worked with migrating clients from Microsoft Great Plains and other systems to Sage Intacct and every single one of these migrations was very straightforward. When we have our closing meetings after the implementation is done, users always say how easy it was to migrate from their current system to Intacct.

We used a vendor to assist with the QuickBooks migration and they managed the project effectively and with care. I was so impressed with them that I joined their team.

The ROI is great. Things that used to take a long time to do like daily AP things and AP processing are so much easier. Closing the books every month is so much faster. Sage Intacct is so intuitive and I can see all of my entities from a single login. I don't have to log in, log out, or switch around. I can just run a general ledger report and switch which entity I want to see, and I'm able to close the books up fast.

My thoughts on the price of Sage Intacct used to be better, but they've embarked on a pretty aggressive pricing increase strategy. In the last three years, they've had double-digit price increases, and I'm concerned about that. But they're just keeping up with their major competitors, who are doing the same thing.

I evaluated Great Plains and NetSuite.

My advice to new users would be to identify the things that are most important to you when you're evaluating the solution and seeing the demo. Identify the things that will have the most meaning to you as an alternative in Intacct. Try to make sure that you provide the salesperson with the information you want to see and spend a little bit of time thinking about it. Otherwise, they will just show you the basic functionality.

Sage Intacct has issues just like any other system but it's a powerhouse and it delivers. It's fast and accurate. It has really great audit trails in it, which add so much value that the other systems don't have. Overall, I would rate it a nine out of ten. I'm very pleased with it.

We used the solution for a nonprofit, which was a pretty robust implementation there. Nonprofits are unique compared to for-profit companies. They have their own accounting needs, so the stage is unique because it uses dimensions. To categorize different expenses in multiple different ways.

Sage Intacct, a full-fledged ERP, can handle complexity that smaller accounting software cannot handle. Its uniqueness lies in its ability to set up dimensions. We had one dimension that just categorizes all expenses, whether temporarily restricted or permanently restricted, such as endowments, to unrestricted expenses. Your revenue also gets categorized, so your expenses must also match that. You can keep track of multiple different aspects and categories, other than just TNL, where your expenses may be rent and electric utilities or insurance. Those are charts of account expenses, and Sage Intacct allows you to keep track of expenses other than those.

For example, a for-profit company, like a construction company, could use a module called "projects," and that same module for a nonprofit would be for grants. All these different government grants are usually something that the government reimburses. Keeping track of reimbursements based on which particular grant would be reimbursed can be a chore, and Sage is very helpful in being able to track those. Other than grants, you could also have expenses from a particular funder or foundation that Sage Intacct helps track.

Their training is the biggest room for improvement, and their documentation can get very confusing. It's not as clear-cut or easy to follow as it could be.

For the last couple of years. Sage Intacct has no versions because it automatically updates every quarter.

We experience some lagging with Sage Intacct, but I think that applies to all web-based applications. Software services all have lagging due to the web. You won't have that if you have it on your machine or intranet. Other than that, there wasn't any downtime.

Sage Intacct is very scalable.

Our experience with tech support was good. They were prompt. They fixed the errors within a couple of days, but it wasn't anything that was so pressing that we were down or not able to function. A couple of days was a reasonable amount of time for us.

We contacted tech support several times, but Sage does not sell to you directly. They have value-added resellers that you go through, so, traditionally, any time you have any problem, you wanna just talk to your VAR, and they're the ones that either figure it out or move it to Sage Intacct tech support. But they handle all that. There are positives and negatives. If you end up with a VAR that's not as good, you end up with a service that is not as good. VARs also do end up charging a pretty penny for support.

Regarding service and support, I rate VARs a six out of ten and Sage Intacct's support an eight out of ten.

Sage Intacct can add different entities. The company I worked for had a separate foundation, with the endowment on a separate account. The funds are in there, and we were not supposed to touch them. And they usually invest it somewhere, and all that work was being done in QuickBooks. We moved that into Intacct and set up the whole entity with its own EIN, so it had separate accounting and reporting, even though it was part of the same organization. That was pretty easy to accommodate in Sage Intacct. I set that up, mapped some of the chart of accounts based on what was used prior, and exported all the QuickBooks data into Excel format. I had to work in Excel, recode things, etcetera, to make it importable into Intacct. I could do all that, and every transaction from life to date on QuickBooks was brought in Intacct. It wasn't easy. It was a little time-consuming, but it was awesome to see everything in exact detail in Intacct, including historicals.

Sage is on the higher end of pricing. Pricing is one aspect. Sage Intacct is not necessarily small business accounting software you need to use. It is for medium to large businesses.

It is just like any other software in that if you're paying 100% of the cost but only using 15% to 20% of its capabilities, you're not getting the most out of your expense. Having a good admin person can allow you to get more out of the solution. But it's a high-budget application.

Rating the solution depends on the budget. If you have the money, Sage Intacct could be a ten out of ten. If you don't have the money, it's more like five or five and a half. It can do a lot of integrations. Overall, I would rate the solution an eight out of ten.

One of the things that would be advisable for medium to large organizations is to have a dedicated admin person for Sage Intacct. Somebody who knows the administration of the software, the ins and outs of how it works, and can train people, and be able to implement newer solutions, and be able to study problems in the organizations that can help streamline things.

I work as an implementation consultant, where my role involves configuring and supporting users in adopting an ERP system. In this capacity, I assist businesses in setting up, customizing, and training their staff to use the system effectively. Within this ERP system, businesses conduct daily financial transactions, including those with customers and vendors. These transactions are recorded in the system, and it facilitates the generation of reports for various time periods, such as monthly, annually, or over several years, providing insights into their financial performance which is what I use Sage Intacct for.

Beyond simply inputting data into the system, all users have the capability to engage in strategic planning. They can base their plans on the reports generated by the system. For example, they can use cash flow reports to decide whether it's the right time to make a purchase or conserve cash for future needs. Essentially, they leverage the system for forward-looking planning, gaining insights into their financial position for the upcoming month. These reports, including the income statement, balance sheet, and cash flow statement, serve as the basis for making crucial business decisions.

In any ERP system, the ability to plan and determine the company's direction is of utmost importance. This feature is crucial as it helps a company assess its growth or lack thereof. The most significant advantage of this solution is its pure cloud-based nature. The cloud system eliminates the need for companies to be concerned about hardware, servers, and related infrastructure, as these aspects are managed by the service provider.

I would appreciate seeing more features included. The software needs to be adaptable depending on the region you're in. For instance, it works well for UK and US customers in terms of bank fee accuracy, but I'm pleased to see efforts to cater to the African market and improve integration with local bank transactions. The area where I would like to see significant improvement is in stock management. It would be great if it could expand its features to serve a wider range of businesses. Currently, it primarily caters to service-oriented industries, like finance and content firms, where it functions well.

I have been working with it for one year now.

It is a highly stable tool, but it's essential to maintain a reliable internet connection for smooth operations. Since it's a pure cloud-based solution accessible through the web, the stability and speed of your internet connection significantly impact your ability to work seamlessly without disruptions.

It is highly scalable, and it offers a straightforward and predictable cost structure. The scalability makes it a flexible choice for businesses of varying sizes.

It offers a strong advantage when it comes to system maintenance and support. Users have access to a dedicated support team, they can log support requests when needed, and within a few hours, users can expect a response and a resolution, although the exact response time may vary depending on the complexity of the question.

The deployment process involves several key steps. First, it's crucial to establish a strong understanding of your client's needs through requirements gathering. You must grasp what the customer wants, which includes their desired system outputs and reports. The second step is to document these requirements. This documentation is essential for both you and the client to review, ensuring that everyone understands and agrees with the documented requirements. Once the client is satisfied, they can sign off on the requirements, and you can proceed to user acceptance training, as well as building the company file. During the user acceptance training, you walk through various aspects of the system, such as the chart of accounts, with the client. They can sign off on the document, or if needed, suggest changes. After UAT is complete and the client signs off, the system goes live. This means you'll take balances as of a specific cutoff date, typically transitioning from another system and users can then begin working in Sage Intacct. Following the go-live phase, you provide handholding support. This entails walking through the system with users for a period, which may last a week or even a month, depending on the users' familiarity with the system. Once the users are confident and comfortable, and you believe the deployment was successful, you can officially sign off on the project. The number of people involved in a deployment can vary based on the project's complexity. For simple financial deployments, such as setting up accounting for one or two entities, it's possible to manage the deployment on your own. However, having two consultants can expedite the process and distribute responsibilities. The more complex the project with multiple integrations, the larger the team may need to be and you might have about six people working on the project to ensure its success.

Compared to other ERP systems on the market, it offers competitive and reasonable pricing. Similar to Microsoft Dynamics, it operates on a subscription-based model. The pricing structure is flexible and can vary based on the scale of the business. The core package includes essential modules, like those for managing customers, but if you want to add extra features or modules, you would incur additional costs.

The suitability of Sage Intacct depends on the industry you operate in. If your business is finance-focused, I wholeheartedly recommend it. However, for industries involving stock management, manufacturing, and other aspects, I'd suggest considering alternatives. The software is quite user-friendly and accessible, as long as you are comfortable navigating web-based applications. Help resources, including manuals, are readily available, and pressing F1 can provide on-the-spot assistance. In terms of a rating, I would give Sage Intacct a seven out of ten.