Audience
Accounting firms, financial services, franchise, healthcare, hospitality, nonprofits, professional services, construction, real-estate, software and SaaS, and wholesale distribution companies
About Sage Intacct
Sage Intacct is a premier cloud-based financial management software designed for growing businesses. It offers comprehensive features including core financials, accounts payable and receivable, cash management, and multi-entity consolidations. Sage Intacct's advanced modules cater to complex financial needs, ensuring scalability as your business grows.
The software integrates seamlessly with other business applications, providing real-time financial and operational insights. Its user-friendly interface and customizable dashboards empower your team to adapt quickly and make data-driven decisions. Sage Intacct's robust reporting capabilities and automation of key financial processes help improve accuracy, efficiency, and compliance.
Trusted by thousands of organizations, Sage Intacct streamlines financial operations, enhances visibility, and drives business growth. With award-winning customer support and continuous innovation, Sage Intacct is your partner.
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Product Details
Sage Intacct Frequently Asked Questions
Sage Intacct Product Features
AP Automation
Sage Intacct streamlines the accounts payable process by eliminating manual tasks through intelligent automation. It captures invoices digitally, routes them through customizable approval workflows, and schedules payments efficiently. Finance teams can set validation rules to reduce fraud and ensure internal controls are consistently enforced. The system integrates with procurement, general ledger, and cash management for a seamless financial operation. Dashboards and reports provide real-time insights into liabilities, vendor spend, and due payments. Audit trails are automatically generated to simplify compliance and regulatory reporting. Users benefit from reduced processing times, fewer errors, and lower operational costs. By automating AP, Sage Intacct frees up finance teams to focus on strategic value rather than repetitive processing.
AR Automation
Sage Intacct automates accounts receivable functions to improve cash flow and reduce days sales outstanding (DSO). It generates invoices based on sales orders, subscriptions, or project milestones with minimal manual input. The system automatically applies payments, manages credit memos, and flags discrepancies for faster resolution. Built-in communication tools and automated reminders help streamline collections and enhance customer engagement. With real-time dashboards, finance leaders can track outstanding balances and monitor customer payment behaviors. The platform supports customer self-service portals for faster and more convenient transactions. Integration with CRM and billing systems ensures accurate and timely data flow. Overall, Sage Intacct’s AR automation boosts efficiency, strengthens cash collection efforts, and supports business growth.
Accounting
Sage Intacct is a comprehensive cloud-based accounting solution designed to serve the evolving needs of growing businesses. It provides robust functionality for general ledger, accounts payable, accounts receivable, and multi-entity management. Real-time reporting and dashboards offer insights into key financial metrics, enabling smarter business decisions. The platform supports multiple currencies and locations, making it ideal for global operations. Built-in automation reduces manual data entry, minimizes errors, and accelerates month-end close. Integration with other business applications like payroll, CRM, and inventory enhances operational efficiency. Customizable workflows and permissions maintain internal controls and audit readiness. Sage Intacct is trusted by finance teams for its scalability, reliability, and compliance capabilities.
Accounting Practice Management
Sage Intacct empowers accounting firms with practice management tools that simplify client tracking, billing, and operational oversight. It centralizes time and expense entry, automates billing processes, and provides real-time visibility into firm performance. The platform enables easy management of multiple clients and entities within a single interface. Task management features help assign work, monitor progress, and meet client deadlines more efficiently. Custom dashboards display key performance indicators (KPIs) such as utilization rates, billable hours, and realization. Built-in reporting tools allow firms to analyze profitability at the client, project, or staff level. With seamless integration to general ledger and invoicing modules, financial accuracy is maintained throughout. Sage Intacct helps firms boost productivity, improve client service, and grow revenue predictably.
Accounts Payable
Sage Intacct simplifies the accounts payable process by automating invoice entry, approval workflows, and payment disbursements. It enables finance teams to work more efficiently by eliminating manual data entry and reducing the risk of human error. With built-in controls and custom validation rules, organizations can ensure compliance with internal policies and external regulations. The platform offers real-time visibility into outstanding liabilities, due dates, and vendor histories. Integration with procurement and cash management provides a comprehensive view of spend and cash flow. Customizable dashboards and reports allow users to track KPIs and uncover cost-saving opportunities. Full audit trails ensure transparency and facilitate easier audits. Sage Intacct makes AP processing faster, more accurate, and strategically valuable.
Accounts Receivable
Sage Intacct automates and streamlines the accounts receivable lifecycle, from invoice creation to cash application. Invoices can be generated based on sales orders, projects, or recurring billing schedules with minimal manual intervention. The platform simplifies collections through automated reminders, built-in dispute tracking, and customer portals for online payments. Real-time dashboards give visibility into outstanding balances, customer aging, and collection effectiveness. Integration with CRM and billing ensures accuracy across customer records and transactions. Finance teams can configure workflows to match business rules, improving efficiency and consistency. Detailed reporting helps analyze customer behavior and improve collection strategies. With Sage Intacct, organizations accelerate cash flow and strengthen financial control.
Assisted Living
Sage Intacct supports assisted living facilities with purpose-built financial management tools designed to handle complex billing, care tracking, and compliance needs. It enables operators to manage multiple entities, locations, and care levels within a single platform. Real-time reporting offers insights into profitability, occupancy, and cost per resident. The system integrates with EHR, payroll, and procurement systems to streamline operations. With built-in automation for billing and receivables, staff can spend more time focusing on residents rather than administrative tasks. Customizable dimensions allow financial data to be tracked by facility, care type, or resident level. Automated approvals and secure audit trails help ensure compliance with healthcare and financial regulations. Sage Intacct enhances operational visibility and financial health for senior living organizations.
Billing and Invoicing
Sage Intacct offers flexible billing and invoicing capabilities to support a variety of business models, from one-time sales to complex recurring revenue arrangements. It automates invoice generation based on usage, milestones, or subscriptions, reducing manual intervention and errors. The platform allows custom templates, tax rules, and billing schedules to meet customer and regulatory requirements. Integration with project accounting, CRM, and contracts ensures accuracy across departments. Real-time dashboards provide visibility into billing status, revenue projections, and customer trends. Automated approval workflows and audit trails enforce compliance and accountability. Customer self-service portals facilitate faster payments and improve satisfaction. With Sage Intacct, organizations can streamline billing processes and scale their operations with confidence.
Bookkeeping
Sage Intacct simplifies bookkeeping by automating routine financial data entry and transaction processing. It supports accurate recording of all financial activities including invoices, payments, and journal entries. The platform’s real-time general ledger ensures all data is consistently updated and easily accessible. Automated reconciliation tools help identify and resolve discrepancies quickly. Customizable workflows and audit trails ensure accuracy and compliance with accounting standards. Integration with banking, payroll, and expense management streamlines bookkeeping tasks. Its intuitive interface reduces the learning curve for bookkeepers and finance teams alike. Sage Intacct helps maintain clean, error-free financial records that provide a solid foundation for decision-making.
Budgeting
Sage Intacct provides powerful budgeting tools that enable finance teams to create, manage, and track budgets with ease. It supports driver-based and rolling forecasts to adapt to changing business conditions. Collaboration features allow multiple stakeholders to input and revise budget data within a controlled workflow. The platform integrates historical financial data and real-time insights for more accurate forecasting. Customizable dashboards and reports help track budget variances and highlight areas of concern. Sage Intacct also supports multi-entity and multi-currency budgeting for complex organizations. Automated alerts keep teams informed of deviations and ensure proactive management. Overall, the system empowers organizations to plan effectively and align spending with strategic goals.
Construction Procurement
Sage Intacct helps construction companies manage procurement by automating purchase orders, vendor management, and invoice approvals. It integrates procurement activities with project accounting to track costs accurately against budgets and contracts. Real-time visibility into purchase requests and approvals accelerates workflows and reduces bottlenecks. The platform supports multi-level approvals to enforce compliance and prevent overspending. Integration with inventory management ensures materials are available when needed without excess stock. Detailed reporting provides insights into vendor performance and procurement spend analysis. Automated audit trails ensure transparency and regulatory compliance. Sage Intacct empowers construction teams to control procurement costs while maintaining project timelines.
Distribution Accounting
Sage Intacct is tailored to meet the financial needs of distribution companies by offering seamless integration of accounting with inventory and order management. The platform automates revenue recognition and cost tracking to ensure accurate financial reporting. It supports multi-location and multi-channel distribution operations with consolidated financial visibility. Real-time dashboards provide insights into inventory turnover, margins, and cash flow. Integration with procurement and sales modules streamlines the entire order-to-cash cycle. Automated workflows reduce manual errors and improve cycle times for billing and collections. Detailed audit trails and compliance controls safeguard financial integrity. Sage Intacct helps distributors optimize profitability while maintaining operational efficiency.
ERP
Sage Intacct is a modern cloud ERP system designed to streamline and unify core financial and operational processes. It provides robust modules for accounting, procurement, order management, and reporting within one centralized platform. The system supports multi-entity, multi-location, and multi-currency operations, making it ideal for growing and global businesses. Built-in automation reduces manual workflows and accelerates processes like financial close and intercompany transactions. Real-time dashboards and custom reports offer executives a clear view of financial health and KPIs. Sage Intacct integrates seamlessly with third-party tools, including CRM, payroll, and inventory systems. With strict role-based access controls and audit trails, it ensures compliance and data integrity. The platform empowers businesses to scale efficiently while maintaining full visibility and control over operations.
Expense Report
Sage Intacct streamlines expense reporting by automating submission, approval, and reimbursement processes. Employees can easily upload receipts, categorize expenses, and submit reports through a user-friendly interface. Automated workflows route reports for approval based on business rules, reducing delays and enforcing policy compliance. Integrated credit card feeds and mobile access further enhance convenience and accuracy. Real-time dashboards provide visibility into expense trends, helping finance teams monitor budgets and control costs. The system syncs directly with accounts payable and general ledger for accurate recording. Audit-ready documentation and approval trails support compliance with internal and external regulations. Sage Intacct simplifies expense management while promoting accountability across the organization.
Family Office
Sage Intacct provides family offices with powerful tools to manage complex, multi-entity financial structures with ease and precision. It supports consolidated reporting across trusts, foundations, and family-owned businesses, delivering real-time insights into wealth performance. Multi-currency and multi-ledger capabilities accommodate international holdings and diverse asset classes. Custom dimensions let family offices track finances by property, investment type, or family member. Automated workflows ensure consistency, compliance, and efficient financial close. The platform provides full audit trails, role-based access, and secure cloud storage to protect sensitive financial data. Integrated dashboards offer transparency and strategic insight for advisors and family members alike. Sage Intacct enables family offices to simplify operations while maintaining control and clarity.
Finance
Sage Intacct delivers a comprehensive financial management solution that empowers finance teams to operate with agility and precision. It automates key processes such as general ledger, accounts payable and receivable, cash management, and financial close. Real-time dashboards and reports provide actionable insights that help drive data-informed decisions. The platform’s multi-entity, multi-currency, and multi-location support makes it ideal for organizations with complex structures. Seamless integration with business systems like CRM, payroll, and budgeting tools ensures accurate and up-to-date data. Role-based access controls, approval workflows, and audit trails promote financial governance and regulatory compliance. With its user-friendly design and scalable architecture, Sage Intacct grows with the business. It empowers finance teams to shift from transactional tasks to strategic initiatives.
Financial CRM
Sage Intacct’s Financial CRM capabilities bridge the gap between sales, finance, and customer service teams for improved revenue management. It centralizes customer data, billing history, and payment status within a single platform for greater transparency. The system automates billing, collections, and contract management processes tied to customer relationships. Integrated workflows streamline communication and reduce errors between finance and sales departments. Real-time dashboards provide insights into customer profitability, payment trends, and sales pipeline health. By syncing financial and CRM data, organizations improve forecasting accuracy and customer experience. Sage Intacct also supports subscription and recurring billing models for ongoing customer engagements. Overall, it empowers teams to deliver consistent, customer-focused financial operations.
Financial Close
Sage Intacct accelerates the financial close process by automating reconciliations, consolidations, and journal entries. Its cloud-based architecture enables real-time collaboration between teams, reducing bottlenecks and errors. The platform supports multi-entity and multi-currency closing with configurable workflows and approval processes. Automated alerts and dashboards provide visibility into close status and outstanding tasks. Integration with sub-ledgers and external systems ensures data consistency across the organization. Detailed audit trails and compliance checks simplify regulatory reporting and audit preparation. The system’s flexibility allows users to tailor the close process to their unique business needs. By streamlining financial close, Sage Intacct frees finance teams to focus on analysis and strategic insights.
Financial Consolidation
Sage Intacct offers powerful financial consolidation tools designed to aggregate data from multiple entities, subsidiaries, and currencies efficiently. The platform automates currency conversion, intercompany eliminations, and journal entries to ensure accuracy and compliance. Real-time visibility into consolidated financial statements enables faster decision-making and reporting. It supports complex ownership structures and variable consolidation rules with flexible dimension tracking. Integrated audit trails provide transparency and simplify external audits. The system allows finance teams to customize workflows and approvals based on organizational policies. Sage Intacct’s consolidation capabilities reduce manual workload and accelerate close cycles. This enables organizations to gain a unified financial view for strategic planning and regulatory compliance.
Financial Management
Sage Intacct delivers a comprehensive financial management platform designed to unify accounting, budgeting, and reporting. It automates core processes such as accounts payable, accounts receivable, cash management, and general ledger. Multi-entity and multi-currency support enable global operations to consolidate financial data seamlessly. Real-time dashboards and custom reports give finance leaders actionable insights into performance and cash flow. The system integrates with other business applications, including payroll, procurement, and CRM, for end-to-end visibility. Approval workflows and audit trails enforce governance and compliance with financial policies. Sage Intacct’s scalable architecture grows with businesses, accommodating increasing complexity and transaction volumes. By streamlining financial management, it empowers teams to focus on strategy and growth.
Financial Reporting
Sage Intacct offers robust financial reporting capabilities that deliver real-time, customizable insights tailored to business needs. Users can create detailed reports and dashboards that track key metrics such as revenue, expenses, cash flow, and profitability. The platform supports multi-dimensional reporting, enabling analysis by department, project, location, or entity. Automated report scheduling and distribution streamline communication across teams and stakeholders. Integration with budgeting and forecasting modules enhances accuracy and strategic planning. Sage Intacct ensures compliance with accounting standards through audit-ready reports and documentation. Drill-down functionality allows users to trace report data to transaction-level details. Overall, it empowers finance teams with accurate, timely information for confident decision-making.
Fund Accounting
Sage Intacct provides fund accounting solutions designed specifically for nonprofits, government agencies, and other fund-based organizations. It supports tracking of multiple funds, grants, and projects with customizable dimensions to maintain transparency and compliance. The system automates fund restrictions, allocations, and donor reporting to meet regulatory requirements. Real-time dashboards offer insights into fund balances, expenditures, and budget variances. Integration with grant management and fundraising platforms ensures consistent and accurate financial data. Automated workflows streamline approval processes and reduce administrative burdens. Detailed audit trails support regulatory audits and internal governance. Sage Intacct enables fund-based organizations to manage resources efficiently and demonstrate accountability to stakeholders.
General Ledger
Sage Intacct’s general ledger is the foundation of its accounting system, designed for flexibility, automation, and scalability. It supports multi-entity, multi-currency, and multi-dimensional accounting to accommodate complex business structures. Automated journal entries, recurring transactions, and audit trails reduce manual effort and errors. The platform offers configurable chart of accounts and real-time posting for immediate visibility into financial data. Integration with sub-ledgers like AR, AP, and fixed assets ensures consistent and accurate entries. Role-based permissions and approval workflows maintain internal controls and compliance. Users can generate comprehensive reports directly from the ledger with drill-down capability. Sage Intacct’s general ledger empowers organizations to maintain accurate financial records with ease.
Healthcare ERP
Sage Intacct’s Healthcare ERP solution integrates financial management with operational workflows tailored to healthcare organizations. It supports multi-location and multi-entity environments common in hospitals, clinics, and senior care facilities. The platform automates billing, accounts receivable, procurement, and payroll to reduce administrative burden. Real-time dashboards provide visibility into patient revenue, cost centers, and departmental budgets. Integration with electronic health records (EHR) and supply chain systems ensures data consistency across clinical and financial domains. Compliance features and audit trails help meet healthcare regulatory requirements such as HIPAA and GAAP. The flexible platform adapts to changes in healthcare regulations and reimbursement models. Sage Intacct helps healthcare providers improve financial performance and operational efficiency while focusing on patient care.
Invoice Generators
Sage Intacct provides flexible and automated invoice generation to support diverse business needs and billing models. It can create invoices based on contracts, usage, milestones, or recurring schedules with minimal manual input. The system allows customization of invoice templates, tax rules, and payment terms to meet customer and regulatory requirements. Integration with project accounting, AR, and CRM ensures data accuracy and consistency across systems. Automated workflows streamline invoice approval, distribution, and follow-up processes. Real-time reporting gives visibility into invoicing status, outstanding payments, and revenue forecasts. Self-service portals enable customers to view and pay invoices quickly, improving cash flow. Sage Intacct’s invoice generators reduce billing errors and accelerate revenue recognition.
Medical Accounting
Sage Intacct supports medical practices and healthcare providers with specialized accounting functionality tailored to the complexities of the industry. It helps manage multi-entity finances across clinics, departments, or specialties within one platform. The system automates billing, insurance claims, and collections while integrating with electronic health records (EHR) for seamless financial and clinical data flow. Real-time dashboards provide insights into patient revenue, payer performance, and operational costs. Sage Intacct supports compliance with healthcare regulations such as HIPAA and GAAP through audit trails and secure access controls. The platform facilitates accurate budgeting and expense management specific to medical services. Integration with payroll and procurement helps streamline administrative operations. Overall, it enables medical organizations to improve financial health and operational efficiency.
Multi-Entity Accounting
Sage Intacct’s multi-entity accounting software streamlines financial management across multiple locations, subsidiaries, or business units. It centralizes bookkeeping and reporting, providing real-time visibility and consolidated financial statements for all entities. The software automates multi-entity consolidations and inter-entity transactions, reducing errors and saving time. It supports multi-currency management compliant with regulatory standards like ASC 830 and FAS-51. Intuitive dashboards and reporting tools help businesses track net income, cash flow, and assets by entity, enabling faster month-end closes. Trusted by global companies, it enhances accuracy, compliance, and financial insight across complex organizations.
Nonprofit
Sage Intacct offers nonprofit organizations a financial management platform that supports fund accounting, grant tracking, and donor reporting. It provides customizable dimensions to track funds, programs, and projects separately for transparency and compliance. Automated workflows simplify grant allocations, expense approvals, and donor restrictions management. Real-time dashboards offer visibility into budget vs. actuals, fund balances, and revenue sources. The system integrates with fundraising and CRM platforms for consistent donor and financial data. Audit trails and role-based permissions ensure governance and regulatory compliance. Sage Intacct supports multi-entity consolidations for organizations with complex structures. It empowers nonprofits to maximize resource utilization and demonstrate accountability to stakeholders.
Payroll
Sage Intacct integrates payroll processing with its financial management system to deliver accurate and timely compensation management. The platform automates payroll calculations, tax filings, and deductions, reducing errors and compliance risks. Integration with time tracking and HR systems ensures seamless data flow across employee records and financials. Real-time visibility into payroll costs helps finance teams budget and forecast effectively. Automated workflows route approvals and maintain audit trails for regulatory and internal governance. Sage Intacct supports multi-entity payroll management for organizations operating in multiple jurisdictions. Customizable reports provide insights into payroll expenses by department, project, or location. Overall, it streamlines payroll operations and enhances financial accuracy.
Procure to Pay
Sage Intacct offers a complete procure-to-pay solution that automates the entire purchasing cycle from requisition to payment. It streamlines purchase requests, approvals, order generation, receipt, and invoice processing within one unified system. The platform enforces compliance through configurable workflows and internal controls. Integration with accounts payable and general ledger ensures accurate financial tracking and reporting. Real-time visibility into purchase orders, supplier performance, and payment status helps control costs and cash flow. Automated matching of purchase orders, receipts, and invoices reduces errors and prevents fraud. Dashboards and alerts provide finance teams with actionable insights and audit-ready documentation. Sage Intacct’s procure-to-pay automation accelerates operations while improving financial governance.
Procurement
Sage Intacct simplifies procurement by automating vendor selection, purchase requisitions, and order approvals with customizable workflows. The platform supports multi-entity and multi-location operations, allowing centralized management of suppliers and contracts. Real-time tracking of purchase orders and spend helps organizations maintain budget discipline and optimize sourcing. Integration with inventory, project accounting, and accounts payable ensures end-to-end visibility and data accuracy. Automated workflows reduce processing times and enforce compliance with purchasing policies. Reporting tools deliver insights into supplier performance, cost savings, and procurement cycle efficiency. Role-based access controls and audit trails ensure transparency and regulatory adherence. Sage Intacct empowers procurement teams to improve operational efficiency and strategic sourcing.
Project Accounting
Sage Intacct’s project accounting module provides robust tools to manage financials across complex, multi-phase projects. It tracks budgets, expenses, revenues, and profitability at granular levels by project, task, or resource. Automated billing and revenue recognition streamline invoicing based on milestones, time, or usage. Integration with procurement and general ledger ensures all project costs are captured accurately. Real-time dashboards offer visibility into project financial health and performance metrics. Configurable workflows and approval processes maintain internal controls and compliance. Detailed reporting allows project managers and finance teams to make informed decisions and mitigate risks. Sage Intacct helps organizations deliver projects on time, within budget, and with improved financial clarity.
Project-Based ERP
Sage Intacct’s project-based ERP solution combines core financial management with specialized project accounting capabilities. It supports multi-entity and multi-currency operations, allowing organizations to manage diverse project portfolios globally. The platform automates billing, procurement, expense tracking, and revenue recognition tailored to project needs. Real-time reporting and dashboards provide insights into project profitability, resource utilization, and cash flow. Integration with CRM and time tracking tools enhances project execution and financial accuracy. Automated workflows help maintain governance and accelerate project financial close. Sage Intacct’s flexible architecture scales with business growth and project complexity. It empowers project-centric organizations to improve operational efficiency and financial control.
Purchase Order
Sage Intacct streamlines purchase order management by automating requisition creation, approvals, and vendor communication. It ensures accuracy by matching purchase orders with receipts and invoices before payment processing. The platform supports multi-entity and multi-location purchasing, providing centralized visibility across the organization. Custom workflows enforce purchasing policies and approval hierarchies to mitigate risk. Real-time dashboards track order status, vendor performance, and spending trends. Integration with procurement, accounts payable, and inventory modules ensures seamless data flow and financial accuracy. Audit trails and documentation support regulatory compliance and audit readiness. Sage Intacct’s purchase order functionality helps organizations control costs and optimize procurement efficiency.
Purchasing
Sage Intacct enhances purchasing operations through automation and centralized management of supplier relationships, purchase requisitions, and order processing. It supports complex purchasing scenarios across multiple entities and geographies. The system offers real-time visibility into purchase requests, approvals, budgets, and spend analytics. Automated workflows reduce manual bottlenecks and enforce compliance with company policies. Integration with inventory, accounts payable, and project accounting modules ensures accurate financial reporting and control. Customizable reports help track supplier performance, identify cost-saving opportunities, and optimize procurement cycles. Role-based access and audit trails maintain governance and data security. Sage Intacct empowers purchasing teams to improve operational efficiency and strategic sourcing.
Recurring Billing
Sage Intacct provides flexible recurring billing capabilities to support subscription models, membership fees, and service contracts. It automates invoice generation based on usage, schedules, or contract terms, minimizing manual effort and errors. The platform manages complex billing scenarios including proration, renewals, and upgrades. Integration with CRM and revenue recognition modules ensures accurate customer data and compliance with accounting standards. Real-time dashboards offer visibility into recurring revenue streams, customer retention, and payment status. Automated payment reminders and self-service portals enhance customer satisfaction and cash flow. Workflow automation enforces billing policies and approval processes. Sage Intacct’s recurring billing solution helps businesses scale subscription revenue efficiently and reliably.
Restaurant Accounting
Sage Intacct supports restaurant operations with financial management tailored to industry-specific needs such as multi-location tracking and cost control. It automates revenue recognition, inventory management, and payroll processes to improve operational efficiency. Real-time reporting provides insights into sales trends, labor costs, food costs, and profitability by location or menu item. Integration with POS, procurement, and payroll systems ensures accurate data flow and streamlined financial close. The platform supports multi-entity accounting for franchise and corporate-owned restaurants. Customizable dashboards help managers monitor KPIs and make data-driven decisions. Approval workflows and audit trails promote compliance with internal controls and regulatory requirements. Sage Intacct enables restaurant businesses to optimize financial performance and scale operations confidently.
Revenue Management
Sage Intacct delivers advanced revenue management tools that help businesses automate revenue tracking, billing, and reporting. It supports multiple revenue streams, including product sales, services, and subscriptions. The platform automates revenue allocation and deferral in compliance with accounting standards such as ASC 606 and IFRS 15. Real-time dashboards provide visibility into revenue performance, forecasts, and customer trends. Integration with billing, CRM, and project accounting ensures accurate and timely revenue data. Automated workflows streamline revenue recognition processes, reducing errors and accelerating financial close. Detailed audit trails support regulatory compliance and audit readiness. Sage Intacct empowers organizations to optimize revenue recognition and improve financial accuracy.
Revenue Recognition
Sage Intacct automates revenue recognition with built-in support for complex accounting standards like ASC 606 and IFRS 15. It allows companies to recognize revenue based on contracts, milestones, usage, or time, adapting to diverse business models. The system automatically calculates deferred revenue and updates financial statements in real time. Integration with billing, project accounting, and subscription management ensures seamless data flow. Configurable workflows enforce approval policies and internal controls throughout the revenue lifecycle. Real-time dashboards and detailed reports provide visibility into recognized and deferred revenue balances. Audit trails simplify compliance and facilitate external audits. Sage Intacct enables businesses to maintain transparency and accuracy in revenue reporting.
Subscription Management
Sage Intacct’s subscription management capabilities automate billing, revenue recognition, and customer lifecycle management for recurring revenue businesses. It supports flexible pricing models, including usage-based, tiered, and fixed subscriptions. The platform automates contract renewals, upgrades, and cancellations, minimizing manual intervention. Integration with CRM and finance systems ensures accurate customer data and consistent financial reporting. Real-time dashboards track subscriber metrics, revenue growth, and churn rates. Automated workflows improve billing accuracy and enforce approval processes. Self-service portals empower customers to manage subscriptions and payments easily. Sage Intacct helps companies scale subscription businesses efficiently while maintaining financial control.
Trucking Accounting
Sage Intacct offers trucking companies specialized accounting functionality tailored to industry complexities such as multi-entity management and fuel cost tracking. It automates billing, payroll, and vendor payments with integration to dispatch and fleet management systems. Real-time reporting provides insights into route profitability, equipment costs, and operational expenses. The platform supports compliance with industry regulations and tax requirements through detailed audit trails and approval workflows. Multi-currency and multi-location capabilities accommodate large, distributed fleets. Integration with project accounting and procurement helps control costs and manage capital expenditures. Custom dashboards give managers visibility into key financial and operational metrics. Sage Intacct helps trucking businesses improve financial accuracy and operational efficiency.
Sage Intacct Additional Categories
AI Accounting
Sage Intacct incorporates AI-driven capabilities to enhance accounting accuracy and efficiency through intelligent automation and data analysis. The platform uses machine learning to identify anomalies, suggest transaction categorizations, and flag potential errors. AI-powered insights help finance teams detect fraud risks and optimize cash flow forecasting. Automation reduces manual data entry and accelerates routine accounting processes such as reconciliations and journal entries. Real-time analytics enable faster decision-making by highlighting trends and exceptions. Integration with other financial systems ensures that AI enhancements complement existing workflows seamlessly. Customizable AI models adapt to unique business needs and evolving regulatory requirements. Sage Intacct’s AI accounting empowers finance teams to focus on strategic initiatives with confidence in data integrity.
AI ERP
Sage Intacct leverages artificial intelligence within its ERP platform to automate complex financial and operational workflows. AI capabilities optimize resource allocation, demand forecasting, and financial planning by analyzing historical data and market trends. The platform automates routine tasks such as invoice processing, approvals, and compliance checks, freeing staff from repetitive work. Real-time dashboards powered by AI provide predictive insights that help leaders anticipate risks and opportunities. Integration with CRM, procurement, and project management systems enhances cross-functional collaboration and data consistency. Machine learning algorithms continuously improve accuracy and efficiency based on usage patterns. The platform supports customizable AI-driven alerts to proactively address exceptions and bottlenecks. Sage Intacct’s AI ERP transforms enterprise resource planning with intelligent automation and actionable insights.
Accounting Automation
Sage Intacct automates core accounting processes including journal entries, reconciliations, billing, and financial close to reduce manual effort and improve accuracy. Automated workflows enforce internal controls, approvals, and compliance policies consistently across the organization. Integration with procurement, payroll, and CRM systems ensures end-to-end data integrity. Real-time dashboards track process performance, identify bottlenecks, and provide transparency into financial operations. The platform supports recurring transactions and rule-based data entry to speed up routine tasks. Detailed audit trails capture every action for regulatory compliance and audit readiness. Sage Intacct’s automation capabilities free finance teams to focus on analysis and strategic priorities. This scalable solution helps organizations streamline operations and reduce risk.
International Accounting
Sage Intacct supports international accounting needs with multi-currency, multi-entity, and multi-jurisdiction capabilities. It automates currency conversions, tax calculations, and compliance with local accounting standards and regulations. The platform handles intercompany transactions and eliminations seamlessly for consolidated financial reporting. Real-time dashboards provide visibility into global financial performance and currency exposure. Automated workflows enforce consistent processes across diverse entities and geographies. Integration with global banking and tax systems ensures accurate financial data and regulatory adherence. Customizable charts of accounts and reporting accommodate local and international business requirements. Sage Intacct enables organizations to manage complex international operations with confidence and compliance.
Subscription Revenue Management
Sage Intacct provides comprehensive subscription revenue management designed to handle the complexities of recurring billing and revenue recognition. The platform automates contract billing, proration, renewals, and upgrades to support diverse subscription models. It ensures compliance with ASC 606 and IFRS 15 by automating revenue allocation and deferral calculations. Integration with CRM and billing systems guarantees accurate customer and revenue data across the organization. Real-time dashboards offer insights into subscription metrics such as churn, lifetime value, and monthly recurring revenue. Automated workflows enforce billing policies, approvals, and audit trails for regulatory compliance. Self-service portals empower customers to manage their subscriptions and payments independently. Sage Intacct enables subscription-based businesses to scale efficiently while maintaining precise financial control and transparency.
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Probability You Would Recommend?1 2 3 4 5 6 7 8 9 10
"Excellent and great tool for financial management. " Posted 2024-10-08
Pros: Sage Intacct is a solid and exceptional tool for financial management. I like how it is easy and simple to generate custom financial reports and it also automates billing and invoicing process. Sage Intacct has a great support team.
Cons: Sage Intacct is a bit expensive compared to other alternatives. Apart from this, nothing much to mention that require improvement.
Overall: Overall, Sage Intacct makes accounting and financial management easier. It has a great and intuitive interface making it easy to use.
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Probability You Would Recommend?1 2 3 4 5 6 7 8 9 10
"Secure and robust financial management" Posted 2024-10-02
Pros: I like that Sage Intacct prioritizes the security of financial data. The platform offers advanced features such as encryption of data in transit and at rest, ensuring that financial information is protected. Its traceability through detailed audits makes it easy to identify who accessed what information and when, which is essential to comply with security and internal audit regulations.
Cons: Its learning curve is notably steep for IT and security teams unfamiliar with advanced financial tools.
Overall: Sage Intacct is a powerful financial tool that offers a robust security layer for the protection of critical data. Its auditing and traceability capabilities help us comply with regulations and industry standards.
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Probability You Would Recommend?1 2 3 4 5 6 7 8 9 10
"Effective Accounting Integration Package." Posted 2024-09-14
Pros: Reliable Accounting tool and cash management and billing rate management using Sage Intacct is perfect.
Collaboration across various teams is excellent and creating financial data reports and real time data analytics through the platform is amazing.Cons: Sage Intacct is an easy platform on first implementation and there is nothing to dislike on the product functionalities.
Overall: Budgeting and easy project cost management and the invoicing options are perfect and even financial data secure migration is impressive through Sage Intacct.
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Probability You Would Recommend?1 2 3 4 5 6 7 8 9 10
"Sage Intacct review" Posted 2024-09-13
Pros: Sage Intacct automates Accounts Payable (AP) and Accounts Receivable (AR).
It is simple to generate custom financial reports.
It is simple to track and manage our cash flows.
It's good for tracking and managing expenses.
It automates billing and invoicing process.Cons: Sage Intacct pricing model is expensive compared to it's alternatives like QuickBooks Online.
Overall: I'm using Sage Intacct to streamline and automate our key financial operations thus saving time, increasing accuracy and improving efficiency. It is possible to make better financial decisions with Sage Intacct. Again, it is possible to have comprehensive visibility into our institution financial health and performance with Sage Intacct.
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Probability You Would Recommend?1 2 3 4 5 6 7 8 9 10
"Sage Intacct review" Posted 2024-09-12
Pros: What i like most about Sage Intacct is how simple and easy it is to use. It has a very intuitive and user friendly interface that makes it super easy to understand and use. It seamlessly integrates with external platforms such as Salesforce which makes it more powerful. It's reliable with reconciling bank accounts.
Cons: All our challenges were solved by Sage Intacct's customer support team so nothing to dislike about it at the moment.
Overall: Sage Intacct is a recommendable solution for accounting and financial management. It has a friendly and intuitive interface making it easy to learn and get started with.
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Probability You Would Recommend?1 2 3 4 5 6 7 8 9 10
"Sage Intacct... The best and easiest tool for financial management. " Posted 2024-09-11
Pros: For the past 5 years, we have been using Sage Intacct for financial management and it makes accounting and financial management easier. It has a friendly and intuitive user interface thus making it simple and easy to use. Another advantage is that it's a cloud-based solution which means it's accessible from anywhere and from any device and browser.
Cons: Sage Intacct has been of great help and until today i haven't experienced any challenges while using it so i have nothing to dislike.
Overall: One of the benefits of using Sage Intacct is that personalized reports can be made when creating the company's accounting and i like how scalable it is thus accommodating the growth of businesses.
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Probability You Would Recommend?1 2 3 4 5 6 7 8 9 10
"Safe Intacct review. " Posted 2024-09-11
Pros: Sage Intacct stands out as the best and easiest platform for accounting and financial management. I like the fact that it is highly scalable which makes it suitable for all sizes of companies and it is very easy to integrate with other third-party tools making it more effective.
Cons: The only challenge with Sage Intacct is their customer support, they should improve.
Overall: Sage Intacct is an amazing and incredible expense and timesheets management tool that is suitable for all sizes of companies. It has a very friendly and intuitive interface which makes it pretty easy to use even for new beginners.
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Probability You Would Recommend?1 2 3 4 5 6 7 8 9 10
"Sage Intacct is a great tool for financial management. " Posted 2024-09-11
Pros: Sage Intacct is one of the best and most secure platforms for financial management. It has a very friendly and intuitive interface which makes it easy to use and manage. One of the greatest advantage is that personalized reports can be made when creating the company's accounting.
Cons: I don't have anything to dislike about Sage Intacct. It's a brilliant and exceptional tool for accounting and financial management.
Overall: I like how complete the mobile and web versions are. Also, i like how it integrates with external services for sales clouds such a Salesforce. Additionally, Sage Intacct has a great and responsive customer support.
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Probability You Would Recommend?1 2 3 4 5 6 7 8 9 10
"Streamlining financial management for modern businesses" Posted 2024-01-23
Pros: The platform is scalable accommodating the growth of businesses without compromising performance. It caters to the financial needs of small enterprises to large, more complex organizations.
Cons: Achieving highly customized configurations may require technical expertise & organizations should balance customization needs with ease of use for non technical users.
Overall: Sage Intacct is a robust solution for financial management, particularly for businesses embracing cloud based technologies. Also its scalability, automation features, & comprehensive financial tools make it a strategic choice for organizations seeking efficient & flexible financial management solutions.
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Probability You Would Recommend?1 2 3 4 5 6 7 8 9 10
"I have had a good experience; it gives me the metrics in real time!" Posted 2023-03-15
Pros: I have been impressed by the way in which Sage Intacct is very flexible with its users and also allows for scalability throughout its use, which is why it has become my preferred platform to be able to handle accounting easily and without complications making as few errors as possible. This platform allows to a large extent to process the data and the reports that I have created based on the needs that I have, plus I can customize the reports created through its panel without requiring so much effort or knowledge. The interface is so simple to use that I have been able to have a better workflow, and in addition to being able to create boards, create the necessary dimensions for better workflows and also create formulas or strategies that can be adapted to my work. and the objectives that I need to meet based on the business where I am. Another thing about this section is that I can also change everything and start from scratch, being able to easily customize a kind of workspace or modules to better adapt to the changes that are made in my environment to my work and its growth.
The report generation is very complete and as I mentioned before it is customizable in relation to what I need to generate. The report generation function is very successful, and it is also done in real time as soon as each client's account has a change, this will have an overview automatically at the moment in detail of all the accounting of the accounts that I manage. In addition, all the content of the reports is very complete and also easy to read, so I can go into detail about each transaction with a few clicks on the dashboard of this platform. I can manage the entire financial statement of the company in a single panel, and these can be consolidated, which can even include any conversions made in transactions with other currencies, making everything more orderly and clearer when I can "centralize" everything in the same currency, this is essential for me because I manage clients from different countries which accept transactions of a large number of currencies from different banks throughout the world.Cons: Sage Intacct is not without its things that I don't like about this platform, there are certain things that I can defiantly achieve or just don't like.
One of those things is the very little integration that you have with third-party applications. Although it has the ability to integrate with a large part of the platforms that I use and that in a certain way helps me optimize my processes, and also prevents certain data from being duplicated when importing data, it does not mean that not all the integrations work correctly or that they are as faithful to the connections that the original API of the external sites allow to make with their platform. A serious example of this that I should be looking at by now is sharing expense information that I have on platforms like Expensify, as this doesn't link as the API isn't handled correctly with Expensify because of how it's built, so I have two options: Manually enter the data I manage in Expensify taking into account that I can make duplication errors, find a programmer who correctly handles the API of both platforms and connect them to each other or use an intermediary platform that contains "no-code "to be able to connect both platforms to each other and to be able to share data correctly so that data can be sent from Expensify to Sage Intacct in bulk and stored in the right place for good accounting.
Another thing that happens to me similar to the one I just mentioned with Expensify is the adjustments that have to be made to the balances of accounts payable as well as accounts receivable. This is annoying because it does not automatically update the balances that are arriving from external platforms, so if I do not make these modifications manually, I will have my accounting out of control causing a big problem in my work since I would have to start everything from scratch to find the fault. One "workaround" that I have been able to apply while using this tool to manage accounts is to redo everything manually when it comes to a lot of outdated data, making it take a long time to check all the records in order to have a clean and orderly account. free of errors so that not a penny is missing. I hope that the development team of Sage Intacct dedicates more to this inconvenience because what I want in an application of this type is to be able to have better accounting and that everything is automated, without having errors and without having to make manual entries either. in records when everything can be processed automatically.Overall: Thanks to the fact that this platform is based on the cloud, I don't have to worry about having to manage both a platform for accounting management as well as storage and backups. Sage Intacct has saved me a lot of work at various points or perspectives that I now have more time to spend on my assigned tasks within my job, so I only have to add little information or correct certain accounts when needed, of everything else I just have to generate the reports and verify that everything is correct with the accounts.
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This platform handles financial scenarios that can be so complicated even for a small business quite well, so the intuitiveness of its interface makes the job easier for any user, making it easy to navigate, in case of doubt the support team is very responsive and has helped me on several occasions when I have had a question or problem in the past. So, in general terms I can say that this accounting tool is very powerful, excellent for being scalable and very flexible for any user, being able to easily integrate with any company of any size. -
Probability You Would Recommend?1 2 3 4 5 6 7 8 9 10
"The best financial account manager" Posted 2023-01-10
Pros: + The strong point of this platform is that personalized reports can be made when creating the company's accounting. This allowed me to define certain parameters that were necessary to comply with the current financial status of my company and thus cover all the requirements of our organization without having a financial discrepancy.
+ It is very customizable When creating an account, without having to perform certain actions How to export to other platforms to make edits or add data, simply everything can be done Within this platform we can delete or add missing data to send an account to the client. This process did a lot for me when creating personalized accounts since not all clients require the same information and I am avoiding having empty fields when creating and delivering the accounts from the company's main database.
+ I have a panel which I can approve or deny certain company expenses since with this tool I can have more control when allocating company funds. It has been very useful for me to be able to manage expenses since before everything was done manually and it was a very slow process for entries, everything was done manually and it was a very slow process for laser approvals of company resources. Currently everything is almost, however, with this tool It is preferable to have someone who can manage this since it is possible to know who is requesting expenses and thus be able to easily understand what the requested resource is for.
+ I have a hierarchical space that allows me to have several levels for each staff assigned to the accounting part of my company. This was very useful to me since the master of the income and expenses of my company not any worker can respond to requests for approval or denial, knowing the account of the clients which and privileged information, certain expenses that can only be accessed by a person of a high level, and other types of access that may harm the administrative accounting of the company.Cons: - It is a bit complicated to be able to select the data to be able to analyze them since this platform does not have a tool that allows you to do this action. I have had to use external platforms to be able to do this work since sometimes I need to carry out multiple deep investigations which I need to buy certain things from certain data. I do not want to say that the general analysis with the data provided by this word platform is bad, simply that when I want to carry out deep and detailed analysis and make more personalized comparisons it is not possible to do it within Sage Intacct.
- There are certain automations that are not available within this platform. How would the bank account statement income be for the compilation of income and expenses of my company. These data have to be configured daily with manual entries, making the process and workflow very slow, which is why I have resorted to certain tools such as that leg that have allowed me to have that type of accessibility that this platform does not have. However, I would like to that an automation of various data that is not currently included within this platform was integrated, in order to automate the entire work process and have space to carry out other important activities within my company.
- This platform is very intense with the features it has available to be able to manage my company's accounts. So I personally want to mention that this platform is very complicated to handle and without sufficient training, reports may not be made correctly when managing accounts within a company. I advise always having a professional for accounting and who has the necessary knowledge to properly manage Sage Intacct, and thus have the ability to get the most out of this platform to have accurate accounting without having gaps in the reports due to lack of administrative and financial consistency.Overall: It has allowed me to generate financial reports thanks to this tool, as well as increasing the productivity of all my company's staff since it has been possible to facilitate all the management of expenses and income in a very simple way. Being able to manage accounts payable and receivable has not been a difficult task thanks to the comprehensive tools provided by Sage Intacct.
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The time in which the monthly accounting of the company was carried out has been reduced. Before, more or less a week was required to carry out all the preparations for the previous month, since if we did not do it in this way, we could have inconsistencies when making consolidations of Financial statements. now much of the work has been automated by automatically uploading all the income my company has, as well as accounts payable and accounts from all our clients. I drastically simplified the entire financial process of the company, allowing me to have more time to do more refined accounting analyzes in order to get a better return on income and to be able to cut unnecessary expenses.
Simply being able to have all the billing in one place and thus be able to automate everything to mostly not make manual entries, although I would like certain entries to be automated already like bank statements. In addition, I have also been able to export all the data to be able to carry out personalized analyzes that are not included within the platform, but I would like that these analyzes could also be carried out within the platform with an editor that allows creating personalized analyzes and not only the current reports that generates Sage Intacct.
I don't need to hire so many accounting experts, but experts in managing this platform since it requires a bit of patience to get used to certain functions that today has not been very practical and I would also like your platform to improve a little to facilitate the learning of any new user who is in the world of accounting work. -
Probability You Would Recommend?1 2 3 4 5 6 7 8 9 10
"I like how this tool automates company finances" Posted 2022-09-25
Pros: º What I like the most about this platform is how complete both the mobile version and the web version are, this helps me to have control over the company's accounting management at all times. In general, platforms of this style within their mobile version are more limited than the web version, showing basic functions and incomplete reports.
º This platform is based on the cloud so I can be calm when it comes to protecting the data. I like that I can have all the data of the clients' accounts and the accounting in general of the company anywhere, since just by having an Internet connection and without installing anything I can access this platform since it is mainly based on web systems. , so everything is protected in the cloud and it is more practical when consulting data.
º Sage Intacct integrates quite well with a large number of third-party platforms that allows me to increase the productivity and development of my company. It is incredible that it is compatible with almost all the platforms or software that are handled within my company since I do not need to migrate platforms that could be compatible, but rather I do not have to touch anything, I only have to synchronize my other platforms with Sage Intacct and everything would be working correctly.
º For me its implementation and its use has not been difficult, I can mention that we had some inconveniences when adding certain all of the clients, but I obtained a good support since with the help of the Sage Intacct team I was able to get everything to work correctly without there were failures or problems during its use.
º The reports generated by this platform are very detailed that allow actions to be taken during the financial processes and thus be able to minimize errors or incense expenses that the company has. It was very useful to be able to have all the financial data through the reports that helped boost the growth of the company.Cons: º The search function has a problem and it is that it does not return the results that I want, it does not matter if it is to find a client or employee, when I want to search it to obtain certain information about the contact, it simply does not find it. It's annoying not having a stable browser because I'm not saying that it doesn't do it well, just that it has stability problems that it seems that there is no data inside my account.
º The exports made from Sage Intacct are with an Excel format that seems not to be as compatible with Microsoft Excel software, this is confusing because they have the same characteristics and should have compatibility even with an old format of Excel was concerned.
º The solutions provided by this platform are incredible and it has functionalities that do a good job when it is required to automate the company's finances. However, the price seems a bit high for what you are getting, although there are many alternatives with lower prices, I would like this platform to have more competitive prices so as not to leave it behind because of how expensive the monthly plan can be. and annual.
º Although the platform is easy to use, I would like it to have keyboard shortcuts that take me to the different functions that I use. Since sometimes you have to give a couple of clicks to get where you want and it's a bit tedious to do that, it would be easier through a combination of keys that I can assign to the functions that I use the most or that are most important to that person. everything is faster and more practical.
º It could be useful to be able to have banking integrations as well as being able to add the payroll or payments that have been made to each worker. This would help to be clearer when the accounting of the company is carried out in relation to what is being spent, as well as the income that is obtained.Overall: It has allowed us to monitor in a correct, clear and orderly way the expenses and income that has been generated within my company, as well as when a project arises. Sage Intacct is able to monitor expenses and can thus also measure the hours used by each worker involved. . With this platform it was possible to obtain good results in relation to the return on investment, showing an absolute growth since we correctly applied its implementation within the company. Accounting has been handled with confidence by having the data ordered without calculation errors and obtaining good and clear financial data of the company. I really found the ability to be in the cloud useful, this helps in many ways: not having to configure private servers which would have to configure a direct connection for each new user of the company. Its execution in the cloud was also useful because I will always have real-time data on how the company's finances are moving well before the cut-off date, so I can have a perspective closer to reality and also help prevent unnecessary expenses or losses.
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Probability You Would Recommend?1 2 3 4 5 6 7 8 9 10
"Sage Intacct is the most recommended for financial management" Posted 2021-03-18
Pros: This software, which has its own SaaS platform, automatically handles all the finance reports that the company procures, regardless of whether the level of analysis complexity is small or large. In fact, analyses can be performed in a multidimensional manner to get the full scope to data on productivity, profit, loss, and much more. Sage Intacct also integrates with external services for sales clouds, such as Salesforce (whose CRM can also be used with Sage intacct), extending the speed at which the finance team can dive into customer information.
Cons: The platform does not have as many options when it comes to ordering merchandise, as these cannot be added to custom cycles, and it does not have enough tools to evaluate the performance of the company's employees.
Overall: Sage Intacct lived up to expectations. As a business planning software, it is very complete, allowing us to perform high-level operations such as financial consolidations and sales intelligence reporting. If what you are looking for at the financial level is to increase productivity so that you can make driving decisions faster, Sage Intacct is the right software for you. Sage Intacct is good for working with accounting operations, managing contracts attached to the business, and performing inventory analysis (for businesses that require sales). We recommend it as the best platform for enterprise resource planning, especially for businesses that subsist on the sale of goods.
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Probability You Would Recommend?1 2 3 4 5 6 7 8 9 10
"Does wonders with bank reconciliation and invoice customization" Posted 2021-02-17
Pros: Wonderful to customize the invoice.
Reliable with reconciling bank accounts.
Very accurate and efficient with reporting.Cons: Customization of invoices may require skills in order to do so.
Overall: Most effective and efficient with bank account reconciliation.
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Superb with financial reporting.
Best customer service. -
Probability You Would Recommend?1 2 3 4 5 6 7 8 9 10
"A good Expense management tool" Posted 2020-06-19
Pros: Highly scalable - suits all organization sizes.
Easy integration with third-party tools.
Simplified workflow creation.
Easy budget management.
Reporting & scheduling feature.Cons: Customer service can be more responsive.
Charges premium for additional advanced features.Overall: Sage Intacct is an excellent timesheet & expense management tool. It works great for most of the accounting and financial needs.
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