Ramon Beense

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Sage Intacct Customer Reviews 2021

sage intacct review

Those Vendor 1099 initial values for the portion of the year before your go-live date can be imported using the Vendor 1099 Opening Balances template. The values also can be added manually in the Vendor record “Additional information” tab. Intacct helps me check my work when I am entering COBRA payments and I have to verify if my calculations are correct. I like how you can import excel files and you create a dashboard that everyone can use. We have a lot of different departments where we are able to have dashboards that holds all of our information.

A cloud-based Software-as-a-Service (SaaS) enterprise resource planning (ERP) platform, Sage Intacct is primarily focused on providing financial management and accounting support for small- to medium-sized businesses. Sage Intacct Financial Management Suite is the number one true-cloud solution that gives organizations total control over their billing, accounting, and reporting. If your business doesn’t need such extensive accounting software like Sage Intacct or QuickBooks Enterprise, you might consider a simpler cloud-based solution like Xero accounting. It has a lower price point, solid feature set, user-friendly interface and hundreds of integration options. You’ll find tools for reconciliation, inventory, invoicing, bills, expenses, projects, purchase orders, fixed assets and more. Sage Intacct is one of the most popular accounting software solutions on the market today.

Sage Intacct Year-End System Review: Top 10 List

The first is, the reseller/partner does the hard work in selling you on the app, and then providing the lion’s share of support over the long haul. Intacct lets you swap back and forth between the graph and data table by clicking a button in the lower corner of the graph widget. And, for those with more individual needs, I had no trouble customizing and extending these workflows to create additional tasks.

  • And, for those with more individual needs, I had no trouble customizing and extending these workflows to create additional tasks.
  • Overall, even with its price being subject to real-world increases, Intacct was the most user-friendly of the bunch.
  • You can also manage multiple complex financials for multiple entities with automation to get consolidated statements that automate currency conversions easily.
  • For more information on pricing, small-business owners can call the company or reach out through an online form.
  • Sage Intacct also allows businesses to maximize their human resource and people management modules and their third-party app integration feature to solve core integral business processes issues.
  • You can get information on business drivers, revenue, profit margins, business areas, functions, cost and revenue centers, projects, and much more.

Sage Intacct also allows businesses to maximize their human resource and people management modules and their third-party app integration feature to solve core integral business processes issues. Before you begin entering transactions in the first month of a new year, take some time to review the configuration settings in GL, Cash Management, AP, and Accounts Receivable (AR). Be sure your selected choices for system behavior are set up appropriately for future-dated transactions. These settings are especially important for January 2023 transaction entry when users are still “working” in December 2022 and need to date transactions to post in the prior month.

Pricing Type

Be it Microsoft SQL Server, SAP HANA, or Oracle, all are relational databases and can reorient their order on specified fields. That being said, Intacct’s approach is novel and I like it a lot. Navigation throughout Intacct is accomplished primarily by two means. First, there’s a ribbon bar at the top of the screen, with multiple layers of drop-down menus. These are easy to follow and will quickly take you to the desired task. Many users will be able to simply follow this flowchart and accomplish all necessary tasks in order.

Simply put, Intacct makes me better and more efficient in my role. Customized dimensions allow me to create ministry reports for internal reporting with ease. While the software offers all the mandatory services one would look for, compromise on usability is unacceptable.

Multi-Entity Management

Managing business assets is about more than just depreciation. Intacct’s fixed assets module lets you track asset value, location, insurance status, condition, and more. Intacct links your asset registry with your ledger and purchasing process for end-to-end asset management. You can also apply multiple depreciation and taxation models depending on the assets you are tracking. If you’re a larger business—either in the enterprise space, or with more complex financial needs, you need a heavy-duty accounting solution. Sage Intacct brings various benefits from being an ERP platform with a primary focus on accounting and financials.

Intacct links to your bank accounts to automatically input, classify, and reconcile transactions, significantly decreasing manual effort. It will also help you to identify unusual transactions and monitor your accounts for fraud. Cash management gives you the option to record payments that haven’t been made against invoices, such as “point of sale” transactions.

Timing, data, and analysis are three crucial factors when it comes to wealth management. Keeping this in mind at Constant Delights, we have opted for Sage Intacct as our digital solution. The software focuses on the needs of financial professionals, on customer success, and commits to the cloud. It gives you access to features like accounts payable, bank reconciliation, budgeting and forecasting, fund accounting, project accounting, and inventory management.

sage intacct review

Intacct automates tax calculations at the point of estimate, quote, or sale so the customer understands exactly how much they are going to be invoiced. Intacct works with Avalara to continually update tax rates, bands, and details as they change around the world. Reports are provided in real time, so you don’t need to wait until the end of the week, month, or year to understand all your financial metrics. You can easily see how business decisions are affecting revenue and the bottom line. You need to access up-to-date, easily understandable financial information to see how your business is doing. Intacct provides a wide range of customizable dashboards and reports so you can get an overview or dig into the details of your business’s finances.

Software Advice

Nevertheless, it’s crucial to note that reviews should be taken with a grain of salt as user experiences can vastly differ based on individual business needs and software deployment. PCMag.com is a leading authority on technology, delivering lab-based, independent reviews of the latest products and services. Our expert industry analysis and practical solutions help you make better buying decisions and get more from technology. One Trustradius reviewer put it well, “We are currently using Intacct in a multi-entity, multi-currency, global environment to manage our software sales, professional services, partner/re-seller relationships. Intacct provides a complete inventory management system for warehouses, shipping, retail, and more.

Although it is a challenge to set up, the pass through billing features and new project management enhancements are very useful to our business. It has enough flexibility to be able to fit your needs, but not so much that you https://www.bookstime.com/articles/sage-intacct need a programmer to figure it out. They have made it easy to figure out and if you can’t, their support team is fantastic and will guide you and teach you. Intacct is an easy and very effective accounting software to use.


I also wish there was a way to copy and paste entire lines in an expense report. Keep in mind, however, that the other general ledger apps reviewed in this roundup do pretty much the same thing, even if the segments are numbers and not labels. While Intacct is multidimensional, so are all of the others, regardless of the underlying database.

It has helped us house 1 single warehouse for our over 900+ clients with thousands of transactions monthly. It is much more automated than our previous system and much more transparent. The customization of order entry and integration was critical for our billing department. I also love that each release seems to add easier functionality to all of our processes. User-friendly, cloud-based, ability to use dimensions for cost accounting, reporting customization and transaction importing tool. But the second reason is, almost none of the software I reviewed is designed to be configured and maintained by your in-house staff, even the SaaS apps.

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