Sage Intacct Features List

Sage Intacct

Best-in-class Cloud ERP for Finance

4.14/5 (233 reviews)

Sage Intacct Feature Summary

  • Fixed Assets
  • Accounts Payable
  • Purchasing
  • Accounts Receivable
  • Audit-Ready Financials
  • Order Management
  • Inventory Management
  • Time and Expense Management
  • Subscription Billing
  • Revenue Recognition
  • Project Accounting
  • Sales & Use Tax
  • Multi-Entity Management
  • Multi-Currency Management
  • Global Consolidations
  • Salesforce.com Integration
  • Segregation of duties
  • Customizable workflows and transactions
  • Automatic Backups & Disaster Recovery
  • Automatic upgrades
  • General ledger
  • Real-time business performance
  • Workflow management
  • Cash management
  • Reporting and dashboards
  • Digital board book
  • Collaboration tools
  • Streamline procurement
  • Automated transaction processing, data entry, and approvals
  • Real-time vendor and purchasing information
  • Templated and tailored purchasing workflows
  • Configurable dashboards, reports, graphs & charts
  • Real-time customer histories & aging balances
  • Balance Sheet
  • Cash Flow Statement
  • P&L Statement

Sage Intacct Features In Depth

Accounts Payable & Receivable

Intacct automates most accounts payable and receivable processes for businesses. Finance departments are able to automate tactical vendor management workflows across the accounts payable process, which allows them to focus on more high-value insights and targeted efficiencies. Organizations can also make accounts receivable tasks more efficient through automated invoicing and collections.

Intacct allows you to connect your Accounts Receivable to the rest of your business. It is also able to work with existing CRM solutions to provide you with a unified view of all quotes, sales orders, and pending invoices. Your transactions will be automatically posted to your general ledger and your accounts receivable ledger, which enables you to streamline billing tasks.

Order Management

As businesses grow, the details in a typical order management process can get complicated quickly. For example, changes in orders can be difficult to make when businesses utilize multiple systems for record keeping. Intacct is attempting to close this gap and decrease inefficiencies within the order management process through the use of strategic automation.

Rather than manually entering order information across one, two, or even three record keeping applications, you can integrate Intacct into your workflow and configure a new series of comprehensive pricing requirements. As new orders come in, a single click will trigger fulfillment, billing, and revenue accounting. This reduces overall costs and improves client satisfaction, as well.

Reporting & Dashboards

Intacct tracks both operational and financial data and provides it to middle market organizations in a way that is intuitive. Managers and executives who use it for creating visualizations of data have a more complete view of their organizations, and they can discover the answers to detailed business questions.

By clicking on the Reporting tab from the dashboard, you can create virtually any type of report in seconds. You also have the option of creating visualizations of data. Intacct is able to capture the context of your transactions, operational measurements, and budgets. It creates reports that analyze business performance in real time.

Multi-Entity Consolidations

Multi-entity consolidation makes business growth easier. Financials for multiple locations are streamlined when organizations use Intacct’s ERP tools, and activities like currency conversion, inter-entity transactions, and local tax reporting are automated in order to eliminate the need for manual data entry and encourage sustained growth.

Utilizing multi-entity consolidation, you can review summary figures and perform financial consolidations at any time. Intacct generates journal entries for each consolidation, which means that comprehensive financial statements are ready when you need them. You can even set up new entities with configurable rules for transactions and bank accounts using Intacct’s tools.

Finance & Accounting Feature Comparison

Most popular features of all Finance & Accounting apps

API (165 other apps)
Accounting Integration (104 other apps)
Accounting Management (99 other apps)
Activity Dashboard (108 other apps)
Auditing (80 other apps)
Automatic Notifications (100 other apps)
Automatic Reminders (76 other apps)
Billing & Invoicing (109 other apps)
Customizable Reporting (80 other apps)
Data Import/Export (87 other apps)
Electronic Payments (95 other apps)
Expense Tracking (105 other apps)
Invoice Management (154 other apps)
Invoice Processing (95 other apps)
Multi-Currency (91 other apps)
Real Time Data (88 other apps)
Receiving (86 other apps)
Recurring Billing (76 other apps)
Reporting & Statistics (99 other apps)
Third Party Integration (91 other apps)

Competitor Feature Comparison

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Sage Intacct Feature Reviews

25 reviewers had the following to say about Sage Intacct's features:

Salma Kaida

Intacct has fundamentally changed the way we handle the financial operations of our company.

2018-05-01

Transparency (audit trail), speed of bringing new acquisitions on to our system of record, and custom reporting.

Pros

Custom fields and reports allow us to parse out the data we need to drive decision making.

Cons

The credit card module and multi-currency functionality.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Bob Bredin

Delivers a multitude of dashboards or real-time data

2018-03-11

Pros

Has ways to interact with account data such as importing invoices from external systems.

Cons

Customer service could be more knowledgeable at times. Can be difficult to get assistance outside of the normal day to day functionality.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Software Advice
Helpful?   Yes   No
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Diana Mylene Mendiola

AMAZING

2018-03-25

Pros

This software has ways to interact with account data like importing invoices from external systems.

Cons

Customer service could be more knowledgeable at times though. It is also a bit difficult to get assistance outside of the normal functionality.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No
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J Catania

One stop shop

2013-12-12

We also have a third-party expense reporting system and can upload approved expense reports into Intacct for payment.

Pros

Great reporting, many customizable fields, customized fields can be pulled into reports.

Cons

Total amount of customer order and total PO amount doesn't show on respective list view screens - must drill into transaction to get that info.

Source: GetApp
Helpful?   Yes   No
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Melissa Lorts

Intacct has met all our needs and allowed us to reduce the time needed to close our books each month

2018-05-05

Pros

The user friendliness makes it easy to train staff, the import feature saves us time when entering data and the ability to budget and expense to different dimensions.

Cons

I wish the reporting was a little more flexible and I am patiently waiting for the new reporting to be released.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
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Emily Phipps

Transitioned from Sage 50 to Intacct - 1/1/16 Go Live

2016-09-01

Pros

There are several things I like best about this product and vendor: Product: 1) Cloud service is nice - you can access the product from any location and we have not experienced any down time to date 2) Automatic Allocations allow us to allocate invoices and journal entries upon entry instead of waiting until the end of the month 3) Reports are easy to write and very versatile 4) Dimensional tracking allows you to track more than just an account number for each transaction line item.

Cons

Since we are allocating many of our invoices to multiple dimensions as they are entered, the GL shows multiple lines for each AP invoice.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Likelihood to recommend

10/10

Recommendations to others considering Sage Intacct

It is a great option if you are looking to allocate transactions upon entry and if you are looking to track other items such as departments, projects, locations, etc in addition to the account number. The reporting options are endless and it is nice to be able to report on accounts in addition to dimensions or some combination thereof.

Source: Software Advice
Helpful?   Yes   No
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Anonymous
(Entertainment company, 51-200 employees)

We have quite an uncomplicated business structure so Intacct does more than enough for us

2018-05-02

Reporting is much quicker and more in depth than what we were previously using. Data entry is easy.

Pros

It's very easy to use, except maybe the report writer which takes a bit of learning.

Cons

Tracking an item through from the cash register to the point of entry is difficult.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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kelly francisco

love the cloud platform

2017-04-18

Perhaps the best feature is that it has dimensions that allow you to put information on so many different levels, which gives you comprehensive visibility into the finances of your organization. The dashboards are amazing as well.

Pros

Help feature, cloud-base, the system is intuitive, and the dashboards

Cons

not flexible and complicated to learn to use

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
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Stephanie Miller

Overall, implementation was good and basic functionality is excellent.

2018-05-02

Dashboards for other program managers to be able to see their data.

Pros

Ease of use, I am able to perform all the necessary tasks to receive payments, make payments and enter journal entries.

Cons

I can't download a GL report into Excel which includes the account number and description in the body of the table.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
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Isabel GIl Martin

It added a high efficiency to our processes

2018-05-01

Pros

How it can email scheduled financial reports, the dashboards accessible for locations financial liaisons and graphs that combine accounting records with statistical metrics.

Cons

Credits that were given after closing utilities accounts and not able to apply to next invoice.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
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Anonymous
A verified reviewer
Verified Reviewer

From Quickbooks to Intacct

2014-12-18

We are a global company with 5 different sub-companies and we needed a better solution than Quickbooks for consolidations and multiple currencies. We went through a review process of several vendors and thought Intacct was the right solution.

Pros

The reporting is usable once the configurations and parameters are set up properly.

Cons

Customization of templates requires duplication if using order entry and accounts receivable (i.e. a different template with different codes for an invoice).

Source: GetApp
1 of 1 people found this review helpful
Helpful?   Yes   No
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David Hall

Flexible, capable, constantly upgrading software.

2018-01-17

Pros

Other benefits include, ability to import any type of transaction, ability to bulk export all GL transaction data (a personal favorite), a robust API allowing for integration with internal databases, payroll software, etc.

Cons

After speaking with a consultant, we determined the issues, corrected them, and have produced real time advanced reports which have provided a level of insight which was unachievable within other accounting software.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
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Dale Cassidy

Still in implementation phase...but proving to be exactly what we are looking for.

2017-08-17

Exactly what we want - cloud-based; flexible; allows for growth; pay for only what you need. Also small up-front cost, so in the event it doesn't work for your company down the line, you don't have to worry much about walking away to implement something else. I sense that the Sage Intacct people "get this" and are very helpful...knowing that they need to earn our business every day.

Pros

Still in our implementation process - but system is very flexible, has great high-level reporting including multiple dashboards, while still allowing viewer to drill down to detail.

Cons

We haven't experienced all of the potential trouble-spots in similar products; e.g. integration with other systems and importing/exporting data.

Rating breakdown

Value for money
Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Software Advice
Helpful?   Yes   No
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Jeff Ward

Intacct Provides Excellent Flexibility and Visibility into Your Organizations Finances

2017-02-21

Intacct is a full featured accounting package having modules for revenue recognition, fixed assets, Salesforce Integration, authorize.net integration, expensify integration, payment approvals and processing, accounts payable, accounts receivable and so much more.

Pros

Features

Cons

pricey

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10

Recommendations to others considering Sage Intacct

Not for the faint of heart. It's very robust.

Source: Software Advice
Helpful?   Yes   No
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Amanda Raters

This product has been great!!

2016-09-07

Pros

Also I like the ability to issue ACH payments, this has been very helpful in speeding up our payable process.

Cons

I also do not like that there was a current update within Intacct or Microsoft where now i have to take additional steps to export GL to excel.

Rating breakdown

Ease of use
Features
Customer support

Time used: 6-12 months

Likelihood to recommend

9/10

Recommendations to others considering Sage Intacct

I strongly recommend doing a trial with any new software and allowing those who will be using it to all try it out. Also through intacct we were given a sample company to work with for a few months allowing us to try out all the different features. This made us feel great at the beginning of the year when we started using the actual system. On top of the sample company we were provided training which allowed us to ask questions.

Source: Software Advice
Helpful?   Yes   No
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Shah Abdul Latif Bukhari

A very robust solution for almost any SMB.

2018-02-02

Intacct is an enterprise level general ledger accounting software.

Pros

No need of any 3rd party support for fixing errors.

Cons

Not the most powerful accounting software.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Free Trial

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Software Advice
Helpful?   Yes   No
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Anonymous
(Philanthropy company, 51-200 employees)

Top 'mid-range' accounting platform

2018-03-27

It has allowed us to give senior management real-time access to financial results and metrics

Pros

Particularly like the dashboard capabilities.

Cons

It takes a bit of time to get familiar with the reporting and dashboarding capabilities but overall it is a really good product.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
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Pritesh Patel

IntAcct is a very good Accounting Software

2018-04-07

The products offers great accounting solutions

Pros

The API is very accessible for integration with BI and reporting applications.

Cons

The application UI could be a little better like their other products (Sage 300 or 100 in particular)

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
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Hina Babar

Verified Reviewer

Intacct makes life easy!

2014-12-12

Everything is in one place and you get real-time data to make efficient and intelligent business decisions!

Source: GetApp
Helpful?   Yes   No
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Brian Singleton

Intacct user for nine years

2018-05-01

Pros

Variety of reporting options, statistical accounts, multi entity transactions. UI is intuitive.

Cons

Some features are not global across all modules, customer support has not been as reliable since the Sage acquisition.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Toni Angelucci

Customer support was great from the start and the program is flexible in regards to creating reports

2018-05-08

The software allowed ability to perform accounts payable to issue cheques and to produce financial statements quickly.

Pros

I like the ability to create the financial reports and also the Dashboard reports.

Cons

That would benefit us to make payments that are not by cheque.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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Louis Moran

My organization has been using since October 2016 for AP, AR, Purchasing, and fund management.

2018-03-23

By being able to automate our financial activity we have increased the amount of information available to key decision makers for more informed decisions.

Pros

We transitioned from a manual recordkeeping system to this electronic accounting system.

Cons

The report writing tools would benefit from an overhaul to allow merging of multiple data tables and more customization of the report appearance.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Computer Software company, 201-500 employees)

Easy to use product.

2018-05-04

core accounting features.

Pros

UI is easy to use and new users pick up the core functionality quickly.

Cons

Intacct seems to be in a state of change and processes are breaking down.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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Nora Duffy

Intacct is relatively easy to use, simple interface, multi-entity flexibility. Overall good product.

2018-05-07

We transitioned from Quickbooks to Intacct because of its abiilty to handle multi-entity and inter-company transactions.

Pros

The way it handles multi-entity and inter-company transactions.

Cons

My biggest complaint is not being able to transact in the subledger directly to a bank account.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Lana Fox, CPP, PHR

Verified Reviewer

Waiting for Improvements in UI

2014-12-11

I do like how this is a cloud solution, however, there are some very basic functions that it is missing -things that you can do in Quickbooks. The price for what you get isn't bad, but I would not make the choice to move to this platform if it was my decision.

Pros

Reports easily exportable to excel

Cons

Cannot email out invoices - major deal breaker (well you can email them but you can't change the generic text, which makes it unusable).

Source: GetApp
4 of 4 people found this review helpful
Helpful?   Yes   No
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