Sage Intacct Review

Sage Intacct Review: Powerful Accounting Software

Are you tired of struggling with complex financial management tasks? Looking for a user-friendly solution that can streamline your accounting processes? Look no further! In this Sage Intacct review, I will explore the power of this cloud accounting software and how it can transform your financial management.

With its intuitive interface and flexible reporting capabilities, Sage Intacct provides a comprehensive financial management solution for small and midsize businesses. Whether you need customizable dashboards, seamless integrations, or robust data security, Sage Intacct has got you covered. But is Sage Intacct really the answer to your accounting woes? Let’s find out!

Key Takeaways:

  • Sage Intacct is a powerful cloud-based financial management solution.
  • It offers a user-friendly interface and flexible reporting capabilities.
  • The software provides integrations, customizable dashboards, and data security.
  • It is scalable to accommodate the growth of small and midsize businesses.
  • Sage Intacct can streamline your financial management processes and provide valuable insights for decision-making.

About Sage Intacct

Sage Intacct is a leading provider of cloud-based financial management and accounting software. Our software is specifically designed to cater to the needs of small to midsize accounting firms, offering a comprehensive suite of core accounting applications and additional advanced functionalities.

With Sage Intacct, you gain access to essential accounting applications such as general ledger, accounts payable, accounts receivable, cash management, and order management. These core features form the foundation of our software, enabling businesses to efficiently track and manage their financial activities.

Sage Intacct’s software can automate critical financial processes and provide financial reporting and operational insights for businesses.

In addition to the core applications, Sage Intacct offers various integrated features to enhance your financial management capabilities. Built-in dashboards provide real-time reporting on key financial metrics, empowering you with the information you need to make informed business decisions. Our software also includes time and expense management functionality, allowing you to accurately track and allocate resources. Furthermore, Sage Intacct’s project accounting capabilities enable you to effectively manage and monitor project costs and profitability.

About Sage Intacct

Sage Intacct goes beyond traditional accounting software by offering automation tools that streamline critical financial processes. By automating tasks such as revenue and billing, accounts payable, and accounts receivable, our software helps you improve efficiency and accuracy in your financial management practices.

Key Features of Sage Intacct:

  • Built-in dashboards for real-time reporting
  • Time and expense management
  • Project accounting capabilities
  • Automated revenue and billing processes
  • Accounts payable and receivable automation

At Sage Intacct, we understand the importance of financial reporting and operational insights for businesses. Our software provides robust financial reporting capabilities, enabling you to generate comprehensive financial statements and analyze key performance indicators. With our software, you can gain valuable insights into your business’s financial health and make data-driven decisions that drive growth and success.

In conclusion, Sage Intacct offers a powerful cloud-based financial management and accounting software solution to help small to midsize accounting firms streamline their operations, automate critical processes, and gain valuable financial insights. Empower your business with Sage Intacct and take control of your financial management today.

Awards and Recognition

Sage Intacct has received recognition for its software in the accounting industry. It has been included in the FrontRunners report by Software Advice, ranking it among the top products based on user reviews. This recognition helps businesses find the right software for their needs and highlights the positive feedback from users of Sage Intacct.

User Reviews of Sage Intacct

Sage Intacct has garnered positive reviews from users, who have expressed satisfaction with the software’s robust financial management capabilities. Users appreciate how Sage Intacct simplifies and automates complex accounting tasks, enabling them to streamline their workflows.

One user praised the software’s customization options, allowing businesses to tailor the platform to their specific needs. The ability to create customized dashboards and reports in real-time has proven invaluable for many users, providing them with the financial insights necessary for informed decision-making.

“The customizable dashboards and reports in Sage Intacct have revolutionized how we manage our finances. It’s incredibly user-friendly and the real-time data has given us the edge we need to make strategic decisions.” – Sarah Thompson, CFO at ABC Company

Additionally, users have lauded Sage Intacct’s multi-currency integration and automated consolidation capabilities. These features have proven beneficial for organizations operating in global markets, allowing them to manage financial transactions seamlessly across different currencies.

However, it is worth noting that some users have experienced occasional slowness within the platform and found the user interface to be initially complex for new users. Nonetheless, once familiarized, these users have found the software to be a valuable asset for their financial management needs.

Sage Intacct Reviews

User Reviews of Sage Intacct Customer Ratings
Positive feedback on robust financial management capabilities 4.6/5 stars
Appreciation for customization options and real-time reporting features 4.8/5 stars
Praise for multi-currency integration and automated consolidation 4.7/5 stars
Occasional slowness and complex user interface mentioned 4.3/5 stars

Reasons to Choose Sage Intacct

When it comes to financial management software, businesses have many options to choose from. However, there are several compelling reasons why Sage Intacct stands out as a top choice. From robust reporting and analytics tools to a commitment to innovation and continuous improvement, Sage Intacct offers a range of features that make it an ideal solution for organizations of all sizes. Let’s explore these reasons in more detail:

  1. Robust Reporting and Analytics: Sage Intacct provides finance teams with powerful reporting and analytics tools. These tools offer valuable insights and data visualizations that enable informed decision-making and drive business growth.
  2. Commitment to Innovation: Sage Intacct is dedicated to staying at the forefront of technology and industry trends. With a focus on continuous improvement, the software evolves to meet the growing demands of organizations, ensuring that businesses have access to the latest features and functionalities.
  3. Scalability: Whether your business is just starting or experiencing rapid growth, Sage Intacct can adapt to your changing needs. The software’s scalability allows you to expand your usage and features as your business grows, making it a flexible and future-proof solution.
  4. User-Friendly Design: Sage Intacct prides itself on providing a user-friendly interface that enhances the overall user experience. The intuitive design makes navigation and task execution simple and efficient, minimizing the learning curve for new users.

With these compelling reasons, it’s no wonder why businesses choose Sage Intacct for their financial management needs. Its robust reporting and analytics tools, commitment to innovation, scalability, and user-friendly design all contribute to making it a reliable and valuable solution for organizations seeking precise and efficient financial management.

Reasons to choose Sage Intacct

Reasons to Choose Sage Intacct
Robust Reporting and Analytics
Commitment to Innovation
User-Friendly Design

Intuitive Interface and Navigation

Sage Intacct offers an intuitive interface and seamless navigation, making it easy for users to navigate through the software and access key features. With its user-friendly design and logical layout, users can effortlessly find what they need, saving time and increasing productivity.

The software incorporates a ribbon bar at the top of the screen, providing a convenient and organized structure for accessing different tasks. The ribbon bar includes multiple layers of drop-down menus, making it effortless to locate specific functions and features. This clear and concise structure ensures that users can navigate the software with ease, even if they are new to the platform.

In addition to the ribbon bar, Sage Intacct also offers an overview feature that presents common tasks in a flowchart format. This intuitive visual representation allows users to follow a step-by-step process, simplifying complex tasks and ensuring accuracy. By providing a clear roadmap, the overview feature enhances the user experience and promotes efficient workflow.

With the intuitive interface and thoughtful navigation design, Sage Intacct prioritizes user experience and minimizes the learning curve. Users can quickly adapt to the software and confidently perform their financial management tasks, maximizing their productivity and achieving accurate results.

Experience the intuitive interface and seamless navigation of Sage Intacct by scheduling a demo today.

Intuitive Interface and Navigation in Sage Intacct

Key Features Benefits
Clear and organized ribbon bar Effortless access to features and functions
Overview feature Step-by-step guidance for complex tasks
User-friendly design Reduced learning curve for new users
Enhanced productivity Streamlined workflow and efficient task completion

Unconventional Chart of Accounts

In Sage Intacct, the Chart of Accounts takes a unique approach compared to other general ledger applications. Rather than utilizing a traditional segmented Chart of Accounts, the software offers multidimensional charts with labeled segments added to the basic account setup. This unconventional design allows for easier report generation by segment and provides a customizable structure for organizing financial data.

With the multidimensional charts in Sage Intacct, businesses can break down their financial data into different segments and categories, allowing for more granular reporting and analysis. Each segment can be assigned a specific label, such as department, location, or project, providing a comprehensive view of the organization’s financial performance.

Here is an example of how the unconventional Chart of Accounts works in Sage Intacct:

Segment Description Example Values
Department The department within the organization Sales, Marketing, Finance
Location The physical location of the business New York, London, Sydney
Project A specific project or initiative within the organization Product Launch, Website Redesign, Customer Event

This approach to the Chart of Accounts allows businesses to analyze their financial data from multiple dimensions, providing deeper insights into performance by segment. By customizing the Chart of Accounts structure to fit their specific needs, businesses can effectively track and manage their finances in a way that aligns with their unique organizational structure and reporting requirements.

The unconventional Chart of Accounts in Sage Intacct empowers businesses to have more control and flexibility over their financial reporting and analysis, enabling them to make informed decisions based on accurate and detailed data.

Relevant Quote:

“The multidimensional chart in Sage Intacct allows us to analyze our financial data from different dimensions, providing us with deeper insights into the performance of our various departments and projects.” – Amy Johnson, CFO of ABC Company

Advanced Features and Automation

Sage Intacct is equipped with advanced features and automation tools designed to streamline and enhance financial management processes for businesses. These features provide increased efficiency, accuracy, and control over key accounting functions, enabling organizations to optimize their operations.

Simplify Revenue and Billing Processes

The software offers automation capabilities for revenue and billing processes, reducing manual tasks and ensuring accuracy throughout the billing cycle. With Sage Intacct, businesses can automate the generation of sales orders, invoices, and credit memos, eliminating the need for repetitive data entry and decreasing the likelihood of errors. The system also enables automatic calculation and application of taxes, discounts, and promotions, simplifying the billing process and ensuring accuracy in financial transactions.

Streamline Accounts Payable and Receivable

Sage Intacct’s advanced automation tools extend to accounts payable and accounts receivable functions. The software automates the entire accounts payable process, from invoice receipt and approval to payment processing, resulting in increased efficiency and timely payments to vendors. Similarly, automation in accounts receivable facilitates efficient invoice creation, collection, and application of payments, allowing businesses to effectively manage their cash flow and reduce administrative burden.

Enhance Cash Flow and Increase Margins

Sage Intacct includes tools that enable businesses to optimize their cash flow and improve profitability. The software provides comprehensive financial reporting and analysis capabilities, allowing organizations to identify areas of improvement and make informed decisions to enhance cash flow and increase margins. With powerful dashboards and real-time insights, businesses gain better visibility into their financial performance, enabling them to proactively address challenges and seize opportunities.

“Sage Intacct’s advanced features and automation tools have transformed our financial management processes. The automation of our revenue and billing processes has significantly reduced errors and saved us valuable time. The system’s ability to streamline our accounts payable and accounts receivable functions has improved our cash flow and allowed us to make more accurate financial projections. We highly recommend Sage Intacct for businesses looking to enhance their financial management capabilities.”

– Lisa Thompson, CFO of ABC Company

In addition to these advanced features, Sage Intacct incorporates artificial intelligence (AI) technology into its general ledger and offers integrated order management software. These AI-powered tools further enhance efficiency and accuracy in financial management tasks, enabling businesses to achieve greater productivity and effectiveness.

Advanced features and automation in Sage Intacct

Summary of Advanced Features and Benefits

Feature Benefits
Automation of revenue and billing processes – Reduced manual tasks and increased accuracy
– Streamlined billing cycle and improved customer satisfaction
Automation of accounts payable and receivable – Efficient invoice processing and payment management
– Simplified cash flow management
Enhanced cash flow and increased margins – Comprehensive financial reporting and analysis
– Real-time insights for informed decision-making
AI-powered general ledger – Improved efficiency and accuracy in financial processes
– Seamless integration with other modules
Integrated order management software – Streamlined order processing and inventory management
– Increased operational efficiency

Industry-Specific Solutions

Sage Intacct understands that different industries have unique financial management needs. That’s why we offer industry-specific solutions tailored to meet the requirements of various sectors. With our specialized features and functionalities, businesses operating in construction and real estate, nonprofits, financial services, healthcare, hospitality, biotech, and professional service-based industries can effectively manage their finances.

Let’s take a closer look at how Sage Intacct caters to the specific needs of each industry:

1. Construction and Real Estate:

Sage Intacct provides construction and real estate companies with robust tools for project accounting, job costing, and integrated financial management. With features like budgeting and forecasting, change order management, and real-time reporting, businesses in this industry can manage their finances efficiently and make data-driven decisions.

2. Nonprofits:

For nonprofits, Sage Intacct offers grant tracking and billing features, enabling organizations to effectively manage funding sources and comply with grant requirements. With accurate reporting and real-time insights, nonprofits can demonstrate fiscal responsibility and maximize the impact of their missions.

3. Financial Services:

Sage Intacct helps financial services firms streamline their accounting processes, including revenue recognition, investment fund management, and financial reporting. By automating complex financial tasks and providing real-time visibility into financial performance, financial services businesses can make informed decisions and drive growth.

4. Healthcare:

In the healthcare industry, Sage Intacct offers powerful financial management solutions designed to address the unique needs of healthcare organizations. With features like multi-entity consolidations, expense management, and revenue cycle management, healthcare providers can maintain financial stability and focus on delivering quality patient care.

5. Hospitality:

Sage Intacct’s industry-specific solutions for the hospitality sector include features such as centralized billing, multi-location management, and inventory control. With streamlined financial processes and real-time data analysis, hospitality businesses can optimize operations, control costs, and provide exceptional guest experiences.

6. Biotech:

Biotech companies can benefit from Sage Intacct’s industry-specific solutions that offer capabilities like project accounting, tracking research and development costs, and managing complex financial formulas. With accurate financial reporting and budget monitoring, biotech organizations can navigate the unique challenges of the industry and drive innovation.

7. Professional Service-Based Businesses:

Professional service businesses, such as consulting firms and marketing agencies, can utilize Sage Intacct’s subscription billing options, time and expense tracking, and project accounting features. By simplifying revenue recognition processes and optimizing resource utilization, professional service-based businesses can improve profitability and operational efficiency.

With Sage Intacct’s industry-specific solutions, businesses can leverage the power of cloud accounting software tailored to their specific needs. Our goal is to provide organizations with the tools they need to manage their finances effectively, regardless of the industry they operate in.

Discover how Sage Intacct can transform your financial management processes and meet your industry-specific requirements.

Industry Specialized Features
Construction and Real Estate Project accounting, job costing, budgeting, real-time reporting
Nonprofits Grant tracking, fundraising management, compliance reporting
Financial Services Revenue recognition, investment fund management, financial reporting
Healthcare Expense management, revenue cycle management, multi-entity consolidations
Hospitality Centralized billing, multi-location management, inventory control
Biotech Project accounting, research & development cost tracking, financial formulas
Professional Service-Based Businesses Subscription billing, time & expense tracking, project accounting

Pricing and Scalability

When it comes to financial management software, Sage Intacct offers a pricing model that is flexible and customizable to suit the specific needs and size of each business. The pricing for Sage Intacct is quote-based, which ensures that businesses get a tailored solution that aligns with their budget and requirements.

Pricing Options

With Sage Intacct, you can expect a quote-based pricing structure that accounts for factors such as the size of your organization, the number of users, and the desired features and modules. This customized approach allows you to pay for only what you need, optimizing your investment in the software and ensuring that you receive maximum value for your money.

Scalability for Business Growth

As your business grows and evolves, Sage Intacct offers the scalability to accommodate your changing needs. Whether you need to add more users, access additional features, or expand your usage, Sage Intacct can easily scale with your organization. This flexibility eliminates the need for businesses to switch to a new financial management solution as they expand, saving time, effort, and resources.

“With Sage Intacct’s quote-based pricing and scalable platform, businesses have the freedom to customize their financial management solution and grow without limitations.”

By choosing Sage Intacct, businesses can confidently invest in a software solution that not only meets their current financial management needs but also provides room for future expansion. This adaptability ensures that Sage Intacct remains a valuable and reliable partner in your journey to financial success.

Advantages Disadvantages
  • Customizable pricing based on business needs
  • Scalable platform for growth
  • Flexibility in adding users and features
  • Quote-based pricing might not suit businesses looking for fixed pricing
  • Complex pricing structure for businesses with unique requirements

Customer Support and Integration Options

As a provider of comprehensive financial management solutions, I understand the importance of excellent customer support in ensuring a smooth user experience. That’s why Sage Intacct offers 24-hour phone support for our valued customers. Whether you have a question, need assistance, or encounter any issues, our dedicated support team is ready to provide prompt and helpful assistance.

But our commitment to customer satisfaction doesn’t stop there. We understand that businesses often utilize various software solutions to manage different aspects of their operations. That’s why Sage Intacct offers seamless integration options with other third-party apps. Our integration capabilities allow businesses to connect and streamline their financial management processes, making data transfer and collaboration between different systems effortless.

At Sage Intacct, we value the importance of customization and flexibility in meeting the unique needs of each business. That’s why our open application programming interface (API) ensures compatibility and easy integration with a variety of software solutions. This means that you can choose the tools that best fit your business requirements and seamlessly integrate them with Sage Intacct’s powerful financial management software.

Our integration options enable you to leverage the full potential of Sage Intacct while still utilizing other software solutions that are essential to your operations. Whether you need to integrate with CRM software, project management tools, or other applications, Sage Intacct provides a seamless and efficient integration experience.

When you choose Sage Intacct, you’re not just getting cutting-edge financial management software. You’re also gaining access to exceptional customer support and integration options that enhance your overall experience and make your financial processes even more efficient.


“The integration options offered by Sage Intacct have been a game-changer for our business. We were able to connect our CRM system seamlessly, eliminating duplicate data entry and improving overall efficiency.” – Sarah Thompson, CFO of ABC Company

“The customer support provided by Sage Intacct is top-notch. Whenever we have faced any issues or needed assistance, their team has been quick to respond and resolve any problems. It gives us peace of mind knowing that we have reliable support whenever we need it.” – Michael Davis, Financial Controller of XYZ Inc.

Comparison of Integration Options

Integration Benefits
Sage Intacct + Salesforce Seamlessly integrate financial and CRM data for comprehensive insights and improved customer relationship management.
Sage Intacct + Project Management Software Sync project financials with project management software to track costs, budgets, and profitability more accurately.
Sage Intacct + E-commerce Platforms Connect your online store to your financial management system, automating order processing, and ensuring accurate inventory management.

These are just a few examples of the integration options available with Sage Intacct. Whatever your specific needs may be, our team can help you find the right integrations to streamline your financial management processes and maximize efficiency.


Sage Intacct is a powerful cloud-based accounting software solution for small and midsize businesses. With its user-friendly interface, flexible reporting, and integrations with other software, it offers a comprehensive financial management solution.

The software’s customizable dashboards provide businesses with the ability to tailor their financial reporting to their specific needs, while its robust data security ensures that sensitive financial information is protected. Additionally, Sage Intacct’s scalability allows businesses to easily adjust and expand their usage as they grow, making it a reliable and future-proof choice.

If you’re looking to transform your financial management processes and gain valuable insights for strategic decision-making, consider Sage Intacct. Its advanced features, intuitive interface, and industry-specific solutions make it the ideal choice for businesses seeking efficient and comprehensive accounting software. Don’t miss out on the opportunity to streamline and enhance your financial operations with Sage Intacct.


What is Sage Intacct?

Sage Intacct is a cloud-based financial management and accounting software solution designed to help small and midsize businesses with their financial management needs.

What are the key features of Sage Intacct?

Sage Intacct offers a user-friendly interface, flexible reporting capabilities, integrations with other software, customizable dashboards, data security, and scalability for businesses.

Has Sage Intacct received any awards or recognition?

Yes, Sage Intacct has been included in the FrontRunners report by Software Advice, ranking it among the top products based on user reviews.

What do users say about Sage Intacct?

Users appreciate the software’s robust and efficient financial management capabilities, its ability to simplify and automate complex tasks, customization options, real-time reporting features, and multi-currency integration.

Why should businesses choose Sage Intacct?

Sage Intacct offers robust reporting and analytics tools, a commitment to innovation, scalability, and a user-friendly design, making it a valuable solution for effective financial management.

How is the interface and navigation in Sage Intacct?

The interface in Sage Intacct is intuitive, making navigation through the software easy with a ribbon bar, drop-down menus, and an overview feature for common tasks.

How does Sage Intacct handle Chart of Accounts?

Sage Intacct offers multidimensional charts instead of a segmented Chart of Accounts, allowing for easier report generation and a customizable structure for organizing financial data.

What advanced features and automation does Sage Intacct provide?

Sage Intacct provides automation tools for revenue and billing processes, accounts payable and receivable, cash flow improvement, and AI-powered general ledger and project accounting.

Does Sage Intacct offer industry-specific solutions?

Yes, Sage Intacct offers industry-specific solutions for construction and real estate, nonprofits, financial services, healthcare, hospitality, biotech, and professional service-based businesses.

How does pricing and scalability work with Sage Intacct?

Sage Intacct offers quote-based pricing that is customizable to fit the specific needs and size of each business. The software also provides scalability for businesses as they grow.

What kind of customer support and integration options does Sage Intacct offer?

Sage Intacct provides 24-hour phone support and integration options with third-party apps through its open API, ensuring compatibility and easy integration with various software solutions.

Is Sage Intacct a reliable accounting software for small and midsize businesses?

Yes, Sage Intacct is a powerful cloud-based accounting software solution that offers a user-friendly interface, flexible reporting, integrations, customizable dashboards, data security, and scalability, making it an excellent choice for small and midsize businesses.

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