Sage Intacct Reviews

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.

Neutral

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.

Sage Intacct serves as my main tool for managing demos for stakeholders, conducting meetings, and streamlining various financial processes.

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.

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.

I have been using Sage Intacct for one year or more.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Neutral

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.

In my previous organization, we used Sage Intacct majorly for not-for-profit organizations, and apart from that, we used to perform grant accounting to maintain the AP, AR, accounting, financials, and other accounting-related functions. We also used it for the financial and budgeting modules. We performed implementation works, dashboard creation, dashboard setup, and report creation setup. We used it extensively and appreciated Sage Intacct greatly.

A specific example of how we used Sage Intacct for grant accounting involved a large NGO firm or not-for-profit organization that lent its SSN number to another not-for-profit because in the US, there is a significant procedure for obtaining an SSN number or an EIN number for these not-for-profits, and maintaining grant accounting is difficult. This large not-for-profit lent its SSN number and maintained accounting for small entities and small not-for-profits. It was an accounting function of an accounting firm, and that demonstrates how extensively we used it.

The main advantage of Sage Intacct is the import modules, which we found very easy because we were handling large sets of data to import. Our work became easier because we could work with Excel files and use macro tools and other capabilities. Although there were a few challenges while using Sage Intacct because not every module was readily available, we were able to accomplish most tasks.

In my opinion, the best features Sage Intacct offers are its importing option and the dashboard option, which are very useful.

What I find most useful about the dashboard option in Sage Intacct is the customization. It might take a while to customize according to your needs, but once it is customized, the dashboard is very helpful, and the reports are also very helpful. The visualization, customization, and ability to get data together in one place are quite useful.

Sage Intacct has positively impacted the organizations we served because we were providing accounting services to our clients who used Sage Intacct. When compared with QuickBooks, I find Sage Intacct, especially in my experience, to be user-friendly. There are a few good features in QuickBooks as well, but my orientation is towards Sage Intacct. It reduced the time in refreshing the data. The data retrieving is fast, data uploading is good, and the user interface and ease of controlling the application are friendly and user-friendly.

Sage Intacct needs to improve many modules because not every module is the best, and the importing option is not available for all functions. For example, if I need to pay a bill, I do not have the option of updating multiple or thousands of bills at once; I have to manually mark each bill as paid, which is quite a headache. Additionally, Sage Intacct's customer support needs to be improved significantly because when I want to customize it, I need a better approach. Sage community support and email options are available, but we did not find them friendly to approach or capable of providing quick solutions.

The user interface of Sage Intacct can be more colorful because sometimes it feels outdated, perhaps reminiscent of interfaces from the 2000s or ten to twenty years ago. It could be made more colorful, more exciting, and more engaging. Additionally, a few applications could be added, and in terms of dashboard or reports, sometimes there are too many options that make it complicated to understand, so it could be more precise and readily available.

I am not currently using Sage Intacct, but I used it for around two years in my prior organization.

Sage Intacct is not always stable; sometimes it performs well, but when handling a large set of data, it can take time, and occasionally, the website crashes. Therefore, it is not 100% stable.

When things get bigger, we do notice a few issues with Sage Intacct; not everything can be automated, nor can everything be uploaded into an Excel version and then transferred to the website. We face issues, and customization becomes difficult when handling large sets of data, so more manual processes are involved. We wish it could be automated better.

The customer support for Sage Intacct is not the best because we are not able to get immediate answers.

Neutral

I previously used QuickBooks Desktop or QuickBooks Online for a few clients, and we felt we could switch to Sage Intacct because it handles large sets of data compared to QuickBooks, and the data gets loaded easily. Compared to QuickBooks Desktop, there is an issue with the server because you have to install a local server to use it. This made it difficult, but Sage, being a web application, made it easier for us to use.

Before choosing Sage Intacct, we evaluated other options including QuickBooks Online, QuickBooks Desktop, and NetSuite. However, we did not go with NetSuite because the pricing was a bit on the higher side, and although it is more user-friendly than Sage Intacct, the pricing is still relatively high. For the data we handle and because of our experience with Sage Intacct, we felt Sage is the best.

When using Sage Intacct compared to QuickBooks, I may not have exact data on how much time was saved, but I would say it is much better because in QuickBooks, if I need to open any option, it takes time to load. It is not very fast in handling multiple or large sets of data, but Sage is useful.

My advice to others looking into using Sage Intacct is that if you have a large set of data, or not exactly large but a medium set of data, you should consider Sage Intacct. However, if you are looking for accounting software only for small needs, Sage may not be the right choice for you. Even for large sets of data where you want to link it to operations or inventory or CRM, Sage Intacct is not the right choice for you. But if your company is mid-size and you are heavily concentrated on accounting, Sage might be a better choice.

I think Sage could learn a few things regarding AI or automation, which could really improve Sage Intacct, and I would love to see Sage auto-categorizing bank feeds or maybe auto-reconciling transactions, similar to how QuickBooks does.

I would rate this product a 7 out of 10.

I have been using Sage Intacct for over three years. My main use case for Sage Intacct is mostly managing accounts payable. Specifically in Sage Intacct, I process payments, post the bills, and maintain the bills from accounts payable. We generate some reports and stage the data in Oracle.

I use an accounts payable automation called Tipalti and sync the bills from Tipalti into Sage Intacct. From there I process the bills and payments that are synced into Sage Intacct. 

In my opinion, the best features Sage Intacct offers are the way we can see the bills, and it is easy for reports when I need to generate an AP aging report. I can see everything that is open.

Those reports help me in my workflow or decision-making because I can customize them. For example, the AP aging report is customizable. I can add columns and fields, and that is really helpful. I appreciate that the bills are synced and they are accurate regarding the features.

After using Sage Intacct, my organization has been positively impacted because we are able to generate better reports. Things are more secure, and everything has an audit trail. We can easily see who posted a journal entry with the audit stream, reach out to the person who did, and track errors and learn from those mistakes.

Applying payments can be a bit difficult when we do comparisons, especially since we use AP adjustments and apply them to each other in a three-currency situation. For a bill that involves three different commissions and currencies, it can be tricky.

Multi-currency support and automation support would help a lot to make this process smoother for me. If Sage Intacct had better support for multi-currency and some automations, that would have made it a 9 or 10.

I have been working in my current field for over 10 years.

In my experience, Sage Intacct is very stable, and I have never had any downtime.

I believe Sage Intacct's scalability is sufficient. We are a company of less than 500 employees with many locations across the globe, but I think the only improvement would have to be multi-currency support.

I have not needed customer support for Sage Intacct at all, so I have no experience with it.

I previously used QuickBooks. I believe we switched to Sage Intacct because of its security and audit trail.

I was not part of the negotiation regarding pricing, setup cost, and licensing for Sage Intacct.

My company does not have a business relationship with this vendor other than being a customer.

I believe I have seen a return on investment with Sage Intacct because I used to have a team of five AP analysts, but now we are only three. I believe that we saved 20 percent of our time due to the accuracy and easy payments application.

I was not involved in evaluating other options before choosing Sage Intacct.

Sage Intacct is deployed in my organization online on the cloud. We use Microsoft Azure as the cloud provider for Sage Intacct. I would say Sage Intacct is a great tool, and others looking into using it should evaluate how big their company is and if it is worth the amount they have to pay because it is a very robust system. It is great for reporting and payments and very good overall. My rating for this review is not available.

My main use case for Sage Intacct includes advanced consolidations, accounts payable, accounts receivable, cash management, user management, company administration, reporting, and fixed assets.

For advanced consolidations, we consolidate our books for 28 consolidating entities at month-end; these entities monitor subsidiary income impact, from which we utilize to draft reporting for key stakeholders and help with budgeting and forecasting for our FP&A teams.

The best features Sage Intacct offers include a strong audit trail and compliance measures for SOC 2 requirements, along with a strong marketplace platform for vendors to integrate with Sage Intacct, which can be a viable option as long as you have a good understanding of what you want.

Sage Intacct has positively impacted my organization by bringing clarity with reporting, providing opportunities for internal automation.

From that clarity and reporting, Sage Intacct has definitely given us the opportunity to integrate with Flowcast, a great marketplace vendor for Sage Intacct users, which helps us continue to build upon efficiencies within month-end.

Sage Intacct can be improved because it is not always intuitive; there is a lot of money that goes into customization and reworking, and when they pilot new enhancements, they have an early adopter promo that can come with bugs. I think being more cost-efficient with the subscription packages would be the best improvement.

I have been using Sage Intacct for four years.

Sage Intacct is stable.

Sage Intacct's scalability is pretty decent because there are a lot of opportunities for integration packages if you have a strong internal engineering team, and they continue to add new releases every quarter with new features and enhancements, making the scalability pretty safe.

The initial customer support when calling in is pretty generic, and while they capture what you need, the true help comes from their knowledgeable technical teams after forwarding tickets for assistance.

Previously at Cover Whale, we used Wave, which was a free web browser-based general ledger that was not robust or dynamic enough, which is why we moved to Sage Intacct as it was more budget-friendly compared to other ERP options.

My experience with pricing, setup cost, and licensing is minimal.

Now that we have become more familiar with the product and have poured a lot of investment with a consulting firm at Aqua, the return on investment is kind of early to assess, but we are definitely in the phase of still learning.

Now that we have become more familiar with the product and have poured a lot of investment with a consulting firm at Aqua, the return on investment is kind of early to assess, but we are definitely in the phase of still learning.

My experience with pricing, setup cost, and licensing is minimal.

I was not part of evaluating other options, but I believe they considered NetSuite and Oracle.

My advice for others looking into using Sage Intacct is to have a strong internal engineering team to partner with and to be prepared for your budget around the general ledger to expand as you encounter improvements or bug fixes, along with maintaining a positive mindset to help you push through any circumstances.

I would rate Sage Intacct an eight out of ten because I really enjoy the product overall, and while I am aware of the high budget customizations that can happen with the subscription packages, I do find the product enjoyable and recognize there is always room for improvement, which is why it is not a perfect score, but it reflects my confidence based on my familiarity with it.

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 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.

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.

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.

I have been using Sage Intacct on and off since 2012, so fifteen years.

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.

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.

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.

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.

My main use case for Sage Intacct is as an end user, where I assign the cases, review the general entries, and handle the recording of the AP and AR.

A specific example of a task I do with Sage Intacct is when we receive an invoice from the vendor. We generally post it by adding the details and working in the AP. In the case of the AR, we generally book the billing and raise the invoices to the clients for the revenue we build.

I find Sage Intacct to be a very useful ERP. Regarding the reporting, it is easy to customize the reports such as P&L for multiple subdivisions and balance sheet for multiple subdivisions. Working under the user-defined divine books is really easy for reallocating the revenue and expenses internally and consolidating it at a top level. It is also easy to maintain intercompany through this process.

Sage Intacct has positively impacted my organization by changing processes and improving efficiency. Initially, I worked on recording transactions on the AP and AR side and performed general entries. Later on, I got the opportunity to do reporting for financial management. When I got promoted to that role, I customized multiple reports from Sage Intacct, such as reporting expenses and revenue separately and consolidating project revenues into a single report to present simply and concisely.

After using Sage Intacct, I noticed specific outcomes including time saved and fewer errors. Previously, we did manual adjustments on Excel, but when we upgraded to Sage Intacct, it became really helpful to do adjustments from the ERP and complete outcomes there, getting updated reports directly for use.

I do not have any issues to highlight regarding improvements.

I have not encountered anything that has hindered my work with Sage Intacct, so I have no negative feedback or improvement suggestions for the ERP at this time.

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

Sage Intacct is stable in my experience. There is always some downtime with ERPs, however, we did not face any downtime issues in our operations, as they notify us about downtime in advance.

Sage Intacct's scalability is definitely effective. When I joined the organization, we had only two people working in finance operations, and by the time I left, we had 20. It provides scalability for growing data and a user-friendly environment that helps users work smoothly.

One of the best features Sage Intacct offers, in my experience, is particularly good customer service. Whenever I get stuck, I generally connect with them to resolve issues from the ERP.

Their customer service stands out due to their response time and expertise. For example, when I used to do the reporting in my previous organization, I was stuck on creating some reports from their menu. When I reached them via email, they connected with me, and we went on a call where they helped me customize the report and manage reporting from the top level.

Overall, I am satisfied with Sage Intacct's customer support.

Positive

I did not previously use a different solution before Sage Intacct. We were only working on Sage Intacct and used separate software for tasks outside any ERP.

I have seen a good return on investment using Sage Intacct. Working in a social enterprise, we record transactions of projects and SaaS services separately, and it helps us manage them effectively. Previously, my company used a different ERP, and when I spoke with my VP, I learned about the benefits of switching to Sage Intacct, which has greatly contributed to finance transformation in our operations. It has helped scale our finance operations and transform our processes.

My experience with pricing, setup cost, and licensing for Sage Intacct involves receiving a recurring billing of $10,000 from Sage. I do not know the exact pricing or setup costs, but I am aware of the recurring and license fees.

Before choosing Sage Intacct, I evaluated other options such as QuickBooks and Xero. However, we found Sage Intacct to be a better ERP compared to them due to our involvement with larger NGOs and social impact initiatives, as it has better features that support our daily operations.

I find Sage Intacct really helpful for recording everything easily. I have worked on several ERPs, and I found Sage Intacct to be very easy and useful for people working on it for the first time. It is very user-friendly and helps others learn quickly if they receive the correct guidance and knowledge transfer from their subordinates.

My advice for others looking into using Sage Intacct is that if they want an ERP that helps them work easily, efficiently, and effectively, they can choose Sage Intacct. It is very user-friendly and supports fast learning, allowing the user to navigate within a week. In contrast, more complex ERPs take more than a month to master, while with Sage Intacct, users can learn navigation in two to three days and work on the ERP after just one week of training.

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.