Sage Intacct Reviews & Product Details

Coming from Sage 300, I love the web-based abilities. You can duplicate windows, make font larger/smaller, customize viewing templates, and access anytime! The drag and drop interface saves me navigation time daily. I also like the graph option which shows data in other ways besides excel/raw. Review collected by and hosted on G2.com.

I see lag time when trying to load large lists. For example, list of recent vendors... it takes time for all the options to load, and being web-based if you have a slower connection, it really takes longer than server based.

Like each program, it has its quarks. Reporting could always use upgrades and the dimensions you use to define reports and fields could be more grand. Review collected by and hosted on G2.com.

I like Sage Intacct because of how easy it is to use, integrating seamlessly with other systems like a customer's bank account, ramp account, bill.com, HubSpot, and Salesforce. It has a user-friendly interface that's easy to navigate, which I find great. I appreciate features like memorizing journal entries and creating rules in cash management, allowing for automated deposit recording. The multi-entity feature also stands out as very helpful. It streamlines processes and reduces manual work by enhancing automation, making it a valuable tool in my work. Review collected by and hosted on G2.com.

I think Sage Intacct could definitely improve its support system to make it better. I would also appreciate a better way to research and understand which products are easy to connect and how simple it is to make those connections. Besides, it would be helpful if it were easier to see and understand the roles created within Sage Intacct and how to access them. Review collected by and hosted on G2.com.

Sage Intacct is a user-friendly cloud-based ERP that provides strong financial reporting and multi-entity accounting capabilities. What I like most is the ability to create customized reports and dashboards, which helps management make informed decisions quickly. The system also streamlines month-end close activities through automated journal entries, approval workflows, and real-time visibility into financial data.

As part of the Record-to-Report process, I find the General Ledger, Accounts Payable, and reporting modules particularly effective. The audit trail functionality, drill-down capabilities, and ease of accessing supporting documents significantly improve accuracy and efficiency. Being cloud-based, it allows users to work from anywhere while maintaining strong controls and security. Review collected by and hosted on G2.com.

Sage Intacct is a strong financial management platform, but some areas could be improved. Certain reports and dashboards require a learning curve to customize effectively, especially for new users. During high-volume month-end close activities, navigation between modules can sometimes feel less intuitive than expected. Additionally, some advanced functionalities and integrations may require additional configuration or support, which can increase implementation time. Enhancing user interface consistency and simplifying report customization would further improve the overall user experience. Review collected by and hosted on G2.com.

I like that we are able to make reports to show exactly what data we are wanting to see. I also like that wea re able to watch tutorials or talk to the community to find solutions in real time. We are currently adding AI to make accounts payable more streamlined. Review collected by and hosted on G2.com.

I dislike that we cannot leave certain dimensions open after periods close. I also do not like that once something is created at the entity level, admin cannot make it available at the top level. That seems like something easy for admin to handle. But multiple times it has caused difficulties when something (vendor, user, program, etc) is created at the entity rather than the top level. Review collected by and hosted on G2.com.

I like how Sage Intacct provides a multi-entity friendly environment, which is a huge advantage for our complex multi-entity organization. The ability to migrate clients from QuickBooks to Sage Intacct saves us time and enhances efficiency with more robust reporting capabilities, especially in multi-entity scenarios. The out-of-the-box financial reports are impressive and surpass the legacy systems our clients previously used. Plus, Sage Intacct allows us to use the interactive custom report writer and visual explorer to tailor data displays within our environment. The implementation is fairly seamless given the platform's robustness, and managing user access is easy. It also allows us to get granular with client-specific access rights, which is very convenient. Review collected by and hosted on G2.com.

I would like to see them continue on the AI front. Right now, there needs to be more AI built directly into the system that you interact with in order to keep up with its competitors. The ability to use agentic AI and communicate directly with an AI agent in terms of updating information or even report building just by having a conversation explaining what you want to see within the system. Review collected by and hosted on G2.com.

Sage Intacct is user-friendly and offers a help section that’s easy to navigate. Creating custom reports that are auto-generated for the credit control team has saved hours of work each month. Payment runs are also easier and faster; instead of manually setting up individual payments, they can be completed by importing a file, which reduces the chance of payments being missed. The bank line feeds have saved a lot of time as well, especially once we set rules so they apply to the correct customer. Review collected by and hosted on G2.com.

Sometimes when an error pops up, it’s not always clear where to go to solve the problem. There’s also occasional downtime when the bank feeds don’t show up, or they come through later in the day. It doesn’t happen often, and to be fair everything has little niggles now and again. Review collected by and hosted on G2.com.

There aren't really any new features that we are using on a regular basis unfortunately. Review collected by and hosted on G2.com.

The search function in AR/AP is overly sensitive. For example if searching for an invoice with John Doe as the description, if I search just 'Doe' nothing will come up. It should display all invoices with Doe in the description. There should be a setting to alter this if needed.

The custom reporting module is quite complicated at times. I wouldn't describe it as an intuitive easy-to-use solution. It might be better to explore alternatives via the Sage marketplace with some sort of 3rd party report editor.

AR bulk imports have become quite slow. We require imports of 5000 lines plus for receipts, but these can now take upwards of 30 mins each to be imported. I'm not sure if there is a fix for this.. it may just be a limitation of the import method. Review collected by and hosted on G2.com.

What I like best about Sage Intacct is its intuitive, cloud-based platform and powerful financial reporting capabilities. The customizable dashboards and real-time visibility into financial data make it easy to track performance and make informed decisions quickly. Automation of routine accounting tasks, such as approvals and reconciliations, helps save time and reduces manual errors. The ability to integrate with other business systems also improves efficiency and provides a more streamlined workflow across teams. Review collected by and hosted on G2.com.

Sage Intacct is a powerful platform, but some features can take time to learn and fully utilize. Certain customizations and reporting configurations may require extra effort, and additional modules can increase overall costs. However, these challenges are generally outweighed by the system's functionality and benefits. Review collected by and hosted on G2.com.

I really value the broad range of stock reports, and I like that I can also build more targeted, custom reports using the same underlying data. It’s especially useful that this information carries across different levels of the organization, so teams stay aligned and everyone is working from the same consistent view. On top of that, the dashboards update with live data, which makes it much easier to make decisions in the moment. Review collected by and hosted on G2.com.

While I like and appreciate the Budget repository, I wish the system were more intuitive when allocating an amount across 12 months in a way that reflects the total more accurately. Right now, that doesn’t happen because of rounding issues. Review collected by and hosted on G2.com.

Sage Intacct is the best ERP if you’re looking for a cloud-first solution without all the red tape and difficult setup that other competitors require. I was able to onboard and set up Intacct myself for our small company, with only a little help directly from a Sage consultant. Their team members are incredibly helpful and knowledgeable, which makes it easy to get questions answered and tailor the system to what you need. We were able to save tens of thousands by doing it this way, compared to going with Netsuite or SAP. Overall, it’s a truly heavy-duty ERP platform that can easily handle core financials. Review collected by and hosted on G2.com.

Sage isn’t as visually polished as, say, Xero, and it’s significantly more complex. You really have to get up to speed on the specific way Sage does things, and it can feel very rigid. If you aren’t careful during setup, testing, or the learning process, you can end up with erroneous data or annoying formatting that’s difficult to get rid of. It’s all in the name of data integrity and traceability, but if you prefer being able to clean up mistakes and keep everything tidy, that can be tricky in Sage. Review collected by and hosted on G2.com.