Sage Intacct

Score8.6 out of 10

2,988 Reviews and Ratings

What is Sage Intacct?

Sage Intacct is a cloud ERP system targeted at high-growth small and medium-sized businesses. Intacct includes applications for core financials and accounting, purchasing, order management, and financial reporting and business intelligence. It also integrates with 3rd party software like Salesforce.

Categories & Use Cases

Media

Screenshot of Accounts Receivable: Automate accounts receivable processes.

Screenshot of Revenue Recognition: Automated and compliant revenue recognition with complete support for ASC 606 and IFRS 15.

Screenshot of Real-Time Reporting: Real-time reporting with up-to-minute financials across multiple business dimensions. Show only the metrics that matter based on the user viewing the dashboard.

Screenshot of the times and expense management dashboard, which is customized to reflect the user's role, displaying relevant information that aligns with their position, thereby presenting each individual with the data most pertinent to their responsibilities.

Screenshot of the detailed company metrics used to forecast business growth.

Screenshot of the order management workflows, which are automated to accelerate quote-to-cash sales

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Screenshot of Accounts Receivable: Automate accounts receivable processes.

Single sign-on capability
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
Category average: 8.5
Journals and Reconciliations
Automate and synchronize ledgers and processes
Category average: 8.7
Role-based user permissions
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Category average: 8.5

Cost of goods sold
The software calculates the direct costs attributable to a finished product, such as materials and labor, and includes roll-up pricing.
Category average: 8
Automatic reordering
The software can be set up to automatically reorder a good when it falls below a certain threshold.
Category average: 7
Manufacturing module
The software helps track and manage raw materials, work-in-progress items, and finished goods.
Category average: 6.6

#1 most frequent

Professional, Scientific, and Technical Services

15.3%

1,674 installations of 10,926

“It certainly gives us better visibility into our revenue expenses and profitability across different verticals.”
— Manager, LifeLearn (201-500 employees)

#2 most frequent

Other Services (except Public Administration)

13.5%

1,471 installations of 10,926

“Automated reporting means people have current information and don't have to ask Accounting about every expenditure”
— VP of Operations, United Way of the Chattahoochee Valley (11-50 employees)

#3 most frequent

Health Care and Social Assistance

12.1%

1,318 installations of 10,926

“Sage Intacct is our accounting software. We are in the healthcare industry and it meets our needs there.”
— Accountant, Vista Healthcare (201-500 employees)

Steve Bauer View profile

Chief Operating Officer in Corporate at Dwell Community Church and Subsidiaries (201-500 employees employees)

Use Cases and Deployment Scope

We are a church of 4,200, with affiliated non-profit businesses. Our operations cover 3 campuses. Our work includes our local community, but also >$2 million that goes toward international development and mission efforts. Sage Intacct has to make sense of it all. Our accounting & finance functions are the primary use of Sage Intacct since conversion 1 year ago, in May. The implementation of the system was robust, and now we expect to expand our use of the Sage Intacct tool-set in coming months and for years to come.

Pros

Excellent roll-up reporting of various categories of expenses across multiple depts. Data is not siloed when we want to find all revenue sources across business entities, for example, or even down to details such as what is spent on "discretionary" expense elements.
Coding nomenclature is flexible and makes sense across business areas. Again, this allows for both more effective capture of data and with reporting slices and iterations.
Sage Intacct's open architecture (availability of APIs and already existing hooks) has made integration with other system tool-sets easier than we would ever have thought.

Cons

Our main struggle with Sage Intacct has been with ease-of-reporting. The data is there, and the system is very flexible. But it is sometimes in a form that requires more analysis than we have been used to with our prior system solutions. However, much of this has been addressed and we have become more knowledgeable about the system, and have learned how to parse the data and properly code it.
While I previously stated that roll-up reporting is solid, we do have some issues with consolidating financials across multiple entities. We have 5 major "companies" and some consolidation has to be done off-line, using Excel or similar.

Return on Investment

As a church, we are not as ROI driven as other businesses. However, we can say that after only 1 year into our use of Sage Intacct, our most exciting finding is in staff productivity. When we have less administration to attend to, we can serve our communities with the time that is freed up.
The integration we have now between Sage Intacct and Bill.com and ADP payroll, for example, have absolutely saved us hundreds of man-hours a year - with elements such as reduced follow-up on expense reporting, eliminated reconciliations and more power in the end users' hands.

Alternatives Considered

Blackbaud Church Management, Aplos, powered by Velora and MIP Fund Accounting

Other Software Used

ADP Global Payroll, Rock RMS

LaShena Honore, CPA View profile

Controller in Finance and Accounting at Wireless Infrastructure Association (11-50 employees employees)

Use Cases and Deployment Scope

We use Sage Intacct as the core financial system for our trade association, which has a diverse revenue mix including membership dues, an annual conference, government contracts, and a growing training program. Before Sage Intacct, we were on Microsoft Dynamics Great Plains, which had become increasingly unstable and wasn't keeping up with our growth. Our data was scattered across multiple systems, integrations were manual, and invoicing was handled by individual sales departments with no centralized visibility. Sage Intacct addressed all of that. We now have real integrations with our AMS, expense management, and budget tools, so data flows in automatically. We centralized invoicing under accounting, freeing our sales teams to focus on revenue rather than chasing payments. Automated reminders, recurring journal entries, and direct auditor access have significantly reduced manual work across the team. We actively use the Accounts Receivable, Order Entry, and Prepaid Expense modules, and dimensions have been a game-changer for custom reporting. The ability to answer leadership questions in real time, without digging through multiple systems, has been one of the most meaningful improvements since going live.

Pros

Real-time integrations with third-party tools.
Dimensions and reporting that allow custom reporting and drill down.
Role-based permissions and access controls.

Cons

Bank feed connectivity is limited in practice. Due to the extra security layers many banks have in place, we haven't been able to fully take advantage of the bank feed capabilities Sage Intacct offers. If they could find a way to work around those barriers, that would be a big win.
Building custom reports can be complex to learn.

Return on Investment

Centralizing invoicing under accounting reclaimed 15-20% of membership staff time and reduced event sales collections from 2-3 hours per week to about 30 minutes during peak season.
Automation and integrations allowed us to absorb the workload of a departing team member without backfilling the role, representing direct cost avoidance in hiring and onboarding.
We continue to take on more operational complexity each year without adding staff or changing systems, which is the clearest sign the investment has paid off.

Alternatives Considered

Blackbaud Financial Edge NXT and NetSuite ERP

Other Software Used

Emburse Nexonia, MineralTree, Versapay

Hemant Khurana

Manager in Information Technology at LifeLearn (201-500 employees employees)

Use Cases and Deployment Scope

We use Sage Intact as our core financial management and accounting platform to support finance operations across our different verticals. It primarily addresses business problems related to financial visibility across different verticals, accounting accuracy, reporting efficiency, and, most importantly, operational control. Our major use cases are as follows: General Ledger, Accounts payable and vendor management, AR Bank reconciliations, Month-end and period close, Budgeting, Forecasting, and variation reporting, Integration with Salesforce, Projects planning, Timesheet integration. The outputs are primarily used by leadership, operations, and business stakeholders for decision-making. It certainly gives us better visibility into our revenue expenses and profitability across different verticals.

Pros

Multi dimensional financial reporting.
Real time visibility into financial reports.
Entity and Intercompany management.
Custom dashboards and unique reporting as per roles.

Cons

User interface can feel dated or unintuitive.
Reporting a bit hard to configure.

Return on Investment

Faster and more reliable financial reporting.
Improved month-end close efficiency.
Better expense control and budget accountability.

Alternatives Considered

Zuora and NetSuite ERP

Other Software Used

Atlassian Jira, monday.com, Azure DevOps

Jake Dalton

Controller in Finance and Accounting at GTM Builders (11-50 employees employees)

Use Cases and Deployment Scope

We use Sage Intacct as our main accounting software. It allows us to easily allocate costs to our projects and create financial statements quickly. We link our bank accounts and credit cards to the software, and it imports transactions automatically. This saves us time when we need to reconcile those accounts and know where we stand in real time.

Pros

Job Costing
Intercompany & Consolidation Accounting
Bank Account Reconciliation

Cons

The import struggles with some of our credit card accounts with American Express.
The reporting can be frustrating if you don't have a consultant building reports for you.
The dashboards also require a consultant or software expert to build them for you.

Return on Investment

We can process invoices in less than 2 business days.
We can close our books and create financials within 5 business days.
Our accuracy and efficiency has increased significantly.

Alternatives Considered

NetSuite ERP, QuickBooks Desktop Enterprise and QuickBooks Online Advanced

Other Software Used

Stampli, Ramp, Buildertrend

Chelsea Williams

Accounting Administrator in Finance and Accounting at Rock Force (5001-10,000 employees employees)

Use Cases and Deployment Scope

I work the accounts payable in my company, and we utilize Sage for its ability to organize multi-entity AND multi-currency organizations. Being able to process bills and invoices through various entities across the globe is highly efficient. The inter-entity automations and consolidated reporting allow us to manage multiple locations and streamline our month-end closes.

Pros

Inter-entity automations
consolidated reporting
AI automations integrations
API integrations with 3rd party providers

Cons

During initial setup multi-currency setup cause other applications and subscriptions to not work which took a long time for developers to fix.
The flow of views can be frustrating. Clicking on the payment icon in bills or invoices does not show full payment details for example.
Custom reporting is very hard to use, and the learning materials does not give simple steps to create.

Return on Investment

We are in early stages, but we are seeing areas where P&L are lacking
The GAAP-compliant setup shows areas where we need to correct our accruals and amortizations

Alternatives Considered

QuickBooks Desktop Enterprise

Other Software Used

Ramp, Paylocity, ADP SmartCompliance

Sage Intacct

What is Sage Intacct?

Categories & Use Cases

Media

Sage Intacct Key Features

Top Performing Features

Single sign-on capability

Journals and Reconciliations

Role-based user permissions

Areas for Improvement

Cost of goods sold

Automatic reordering

Manufacturing module

Most Frequent Users

Professional, Scientific, and Technical Services

Other Services (except Public Administration)

Health Care and Social Assistance

Sage Intacct Reviews

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Other Software Used

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Alternatives Considered

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Sage Intacct Alternatives