Sage Intacct Reviews & Product Details

We are in Sage InTacct on a daily bases using the Accounts Payable, Cash Management, and Reporting features. I love the interactive reporting that gives me real time results if I get my information in there. With the API tools we are easily able to get transactions transferred from our policy processing platform to InTacct. We worked with a 3rd party consultant to get the API tools even more refined to get the transactions in there exactly how we wanted them. With their Help & Support feature it makes finding answers on how to use the product a brease. Review collected by and hosted on G2.com.

Sage InTacct is a little large for all our uses. I adopted this system from my predecessor and I was not really trained in the full functionality of the tool. With our third party adoption I'm also not able to access the community forum to get information from the community, which can be a little frustrating at time. Review collected by and hosted on G2.com.

Being able to keep multiple tabs open for different entities within the same login is a game changer. I also really appreciate how quickly I can move between modules. The custom reports are extremely helpful once you know how to use them. The CSV uploads for checking accounts, 1099 transaction updates, adding bills, adding invoices, adding GLs, adding vendors, and adding customers are amazing and make those updates much easier to manage. Review collected by and hosted on G2.com.

There isn’t a proper report that clearly shows which bills, or which parts of bills, are included in the 1099 filing. It seems to rely only on vendor payments, so we had to do a lot of back-and-forth to figure it out. Also, when bills or invoices are entered at the top level, different views and reports don’t show which entity they were entered under when you run a report or when you’re viewing the bill/invoice page at the top level. Review collected by and hosted on G2.com.

What I like most about Sage Intacct is its flexibility and strong reporting capabilities. The use of dimensions makes it easy to analyze financial data across departments, projects, or locations without creating an overly complex chart of accounts. I also appreciate how easy it is to drill down into transactions to understand where numbers are coming from. Being cloud-based and integrating well with other systems also helps streamline workflows and collaboration. Review collected by and hosted on G2.com.

One thing I dislike about Sage Intacct is that some processes are not as intuitive as they could be, especially for new users. Certain tasks require several steps or navigating through multiple menus, which can take time to learn. Customizing reports and configurations can also require a deeper understanding of the system, so there can be a learning curve for teams that are new to the platform. Review collected by and hosted on G2.com.

There are many factors that contribute to why I like Sage Intacct, but above all, the biggest benefit has been my company’s increased efficiency thanks to Sage’s automation. Sage automates key accounting processes such as accounts payable, invoicing, and reconciliations, which has reduced manual work and helped minimize errors. Review collected by and hosted on G2.com.

While Sage Intacct is a powerful tool, the interface can feel somewhat outdated and unintuitive compared with newer cloud platforms. Training the team and learning all the modules we needed also took more time than we expected, which made the overall ramp-up less efficient. Review collected by and hosted on G2.com.

It seems to me that Sage Intacct has many tools and functionalities. We switched to Sage Intacct because it has too many functionalities. While some things may be lacking, it makes up for it with many other functionalities and add-ons that the application has. It helps us a lot in the accounting area when it comes to recording, modifying, and adjusting invoices, as well as in the automated calculation of taxes and the download of complete reports. Additionally, the connection with other applications, like Rippling, allows us to synchronize transactions with corporate credit cards. I also value the greater customization option that Sage Intacct offers to create specific and detailed reports, something we didn't have with our previous software, QuickBooks. Review collected by and hosted on G2.com.

It seems to me that there should be more connectivity with other third parties, for example, with banks, in order to have updated information every day to reconcile accounts more easily. Review collected by and hosted on G2.com.

I like how easy it is to maneuver through the application. The product is intuitive and simple for managers and leaders to drill into the application to find their own answers. The application has allowed us to be almost entirely paperless and simplifies closing the books on a monthly basis. In addition by granting our auditors read only access to the application our audit has become more efficient and less burdensome for staff as auditors can drill and pull supporting documents themselves cutting down on requests for additional supporting documents. Review collected by and hosted on G2.com.

Custom report writing is a bit cumbersome and takes some learning especially when it comes to understanding reporting groups. When adding new accounts the user needs to be aware that the new account may not be properly mapped to one of the groups and could therefore put reports out of balance. Review collected by and hosted on G2.com.

Continues to be reliable for me. It has more features than what I can use. The most important thing for me continues to be that reports can be run with about 10 different dimensions. This allows me to slice and dice data to create reports that I need. Review collected by and hosted on G2.com.

Continue the great work of adding new features. Never know when I may need to use it one day. Review collected by and hosted on G2.com.

It includes useful new features such as automated payment setup for wire transfers. This has significantly reduced the time spent on manual payment processing, as we can now directly generate the bank file and upload it to the bank portal. Overall, this feature is very helpful. Review collected by and hosted on G2.com.

It would be better to have a field that allows adding multiple bank details. We often receive requests to transfer certain payments to a secondary bank account. Currently, to process such payments, we need to change the existing bank details, which is not ideal. Review collected by and hosted on G2.com.

Sage Intacct is 100% cloud-native, so I can access it from anywhere. Its modules (GL, AP, AR, cash management, project accounting, etc.) are fully integrated, which helps reduce data silos and keeps information consistent across the system. It provides real-time visibility across the organization without the need for manual consolidation, and the dashboards and reports update instantly as transactions occur, making it easier to stay on top of financials. It also supports multiple entities, currencies, and locations.

On the process side, it automates recurring tasks such as journal entries, billing, and approvals. Overall, it reduces manual data entry and cuts down on reconciliations. Review collected by and hosted on G2.com.

Implementation can be lengthy and resource-intensive, especially for multi-entity or otherwise complex organizations. It takes careful planning to set up dimensions, workflows, and permissions correctly from the start. While many features are powerful, they aren’t always intuitive, particularly for new users. As a result, finance teams and admins typically need training, along with ongoing support, to use and manage it effectively. Review collected by and hosted on G2.com.

I use Sage Intacct for bookkeeping, accounting, and financial analysis in our non-profit organization. I appreciate its detailed revenue and expense tracking capabilities with multiple dimensions for analyzing transactions. It's great that it syncs with third-party applications like Bill, Ramp, and Airbase to further streamline processes. I find the reporting robust, providing access to essential information in the right format. I also like that Sage Intacct offers a good mix of options for complexity with user-friendliness. It has been able to grow with our organization, supporting us from our start-up phase through periods of significant growth. Additionally, Sage Intacct fits well for organizations outgrowing QuickBooks or simpler accounting platforms by providing several dimensions out of the box, with user-defined dimensions available if needed. Lots of modular add-ons enhance reporting, budgeting, and other processes. Review collected by and hosted on G2.com.

It took a long time to understand the reporting piece and I still have trouble with the custom reports that have so many levers it can be confusing. I'd like to see the ability to have bank rec approvals similar to journal entry approvals. It's pretty complex so I would say one needs a good implementation specialist and also needs to have a good understanding of accounting systems and the typical workflows and processes. It takes lots of planning and thought to set it up most efficiently. Review collected by and hosted on G2.com.