I would choose Sage every time!
June 21, 2024

I would choose Sage every time!

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Sage Intacct

We use Sage for all of our accounting and report usage. From processing grants to paying bills in the AP module, Sage does it all for us. We needed something that would allow us to do all the basics of accounting and then run a plethora of reports to see the data.

Pros

  • When we run a general ledger report, Sage has some nice in-depth filters to make our data more concise.
  • The AP module is very in-depth; we can add credit and debit memos and advances to vendors.
  • Sage is very useful when connecting to other software. We use Concur, and we can easily download all of our data from Concur straight into Sage.

Cons

  • The Credit card module has some room for improvement. It lacks the connector for the type of credit card our company uses.
  • I wish the account reconciliation allowed more than one person to work in the recon, as it only allows one person at a time.
  • We noticed that comments disappear from an invoice once it changes state. We wish that all comments would stay so we could have an audit trail of the conversation.
  • Sage is very easy to get new hires trained and working in.
  • Our credit card process got more complicated because Sage no longer supports the type of card we use, so it does take longer.
  • Following the audit trails is straightforward, so it does reduce the time spent figuring out what has been done on an invoice.
We use all the features above except order management. The general ledger is very useful for journal entries for allocations and different prepaid accounts. We use accounts receivable to track the grants we receive. Most of our work is done in the accounts payable module, where we pay bills and keep vendor records and invoices.
We do not use any of these functions; we keep it standard for our Sage uses. We have looked into using some of these functions, but when looking into them, our organization did not need to use them. We are hoping to implement some of these in the future.
We use CDH for our Sage Intacct configuration needs. I was not here when we made the switch from Quickbooks to Sage, but from what I heard, it was pretty easy. I work with CDH when we need to make changes to our site, and it is straightforward. All we have to do is tell them what we need, and they can make the change.
I have only used QuickBooks Online as my accounting software before switching over to Sage. Sage has everything QuickBooks has and then a lot more. It is way easier to make changes to our site. It is also a lot more user-friendly. It is way more accessible. Overall, I would use Sage again compared to QuickBooks.

Do you think Sage Intacct delivers good value for the price?

Yes

Are you happy with Sage Intacct's feature set?

Yes

Did Sage Intacct live up to sales and marketing promises?

Yes

Did implementation of Sage Intacct go as expected?

Yes

Would you buy Sage Intacct again?

Yes

For the most part, everything on the AP side is straightforward to use. Applying for payments and entering invoices is super easy. You can customize your dimensions to fit your company's needs, which is also easy. The credit card reconciliation and how it feeds into Sage could use some work, but we also love using Sage.

Sage Intacct Feature Ratings

6.1
Accounts payable
9
Accounts receivable
8
Cash management
8
Bank reconciliation
8
Expense management
6
Time tracking
4
Fixed asset management
4
Multi-division support
7
Regulations compliance
9
Electronic tax filing
2
Self-service portal
4
Global Financial Support
5
Intercompany Accounting
3
Journals and Reconciliations
7
Centralized Rules Framework
6
Standardized Processes
7
Not Rated
Inventory tracking
Not Rated
Location management
Not Rated
4.0
Pricing
Not Rated
Order entry
Not Rated
Credit card processing
4
End-to-end order visibility
Not Rated
4.0
Reimbursement management
4
6.3
Dashboards
6
Standard reports
5
Custom reports
8
8.5
API for custom integration
8
Plug-ins
9
8.0
Role-based user permissions
8
Single sign-on capability
Not Rated

Comments

  • Bethany McDermott | TrustRadius Reviewer
    Bethany McDermott
    (Vendor Representative) commented 8 days ago
    Hello, Thank you for your review highlighting the strengths of Sage Intacct's report writer and integration capabilities. We're glad the customizable reports and software integrations are beneficial for your operations. We take note of the challenges with partner journal entries and error messages, and are committed to improving these aspects. I would like to invite you to join our customer advocacy program to connect more on your experience. Plus, you can access exclusive events, content and unlock Sage rewards. Please use this link: https://na.sagechampions.com/join/IntacctNATrustRadiusReply to join! Thanks, Bethany McDermott Sage Customer Marketing Manager - Reviews

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