My main use case for Sage Intacct is hospitality accounting. I use Sage Intacct for hospitality accounting to control the operations of the condo hotels, deposit layers, city layers, guest layers, and inventories for the restaurants.

I perform regular accounting functions including payroll, credit card reconciliations, bank reconciliations, and customized reports.

The best features that Sage Intacct offers are report customizations. Some clients request particular reports that are outside the standard reporting list, so it is great to be able to customize the report to fit the client's necessities.

Sage Intacct has positively impacted my organization because it is great software, very robust, and very easy to use. It has helped me reduce errors and reduce time, especially for invoice processing. Sage Intacct is stable, robust, and very complete.

Sage Intacct can be improved by integrating AI and offering more dynamic reports. If artificial intelligence can be integrated, it will be great.

I have been using Sage Intacct for about seven years.

The customer support for Sage Intacct is pretty good.

I have used different software such as M3 Core Accounting, Adfolio, and Restaurant365. I evaluated other options before choosing Sage Intacct, and among those options was M3 Core Accounting.

Sage Intacct saves time.

My advice to others looking into using Sage Intacct is that it is a very good investment. Sage Intacct is great software. I would rate this review an eight out of ten.

My main use case for Sage Intacct is to record day-to-day transactions and to generate reports, such as financial statements including income statements, balance sheets, AP aging reports, and AR aging reports.

When I use Sage Intacct for generating a report or handling a transaction, such as bank transactions that we download from the bank portal to record, we debit the GL code for the services or items we have purchased and credit the credit card GL accounts.

Regarding my main use case with Sage Intacct, when I prepare financials, we work on monthly financials, so every time we generate reports for income statements and balance sheets, we use it on a monthly basis.

In my opinion, the best features Sage Intacct offers are that bank reconciliation is very simple, and the drafting and posting functionality is excellent.

For the bank reconciliation feature, it is simple because when we perform a bank reconciliation, we enter the reconciliation date, such as the end-of-month bank balance, and we simply match transactions with our bank statement, making it easier to reconcile those transactions in a single place.

Sage Intacct has impacted my organization positively as it improves on a regular basis whenever I find glitches. When we prepare financials, we also use Vellixo for Sage Intacct, which makes it challenging to attach every single statement on each transaction.

Sage Intacct can be improved, especially when we perform any bank drafting. For each transaction, we have to particularly go to that transaction to attach support documents. If Sage Intacct can improve in this attachment area with the help of Vellixo, it would better save us time.

Regarding Sage Intacct's stability, I am not particularly concerned about the reliability, but if the team can work on cloud performance, it would be better. Sage Intacct occasionally experiences lag while we are working online.

If we can sync our bandwidth with Sage Intacct, it can automatically download the transactions, which would make it easier for us to draft and post from Sage Intacct, ultimately saving us more time.

I have been working in my current field for more than two and a half years.

Regarding Sage Intacct's stability, I am not particularly concerned about the reliability, but if the team can work on cloud performance, it would be better. Sage Intacct occasionally experiences lag while we are working online.

Sage Intacct's scalability is good as it handles our growing needs easily since we use it for our daily operations.

Before Sage Intacct, I used Tally ERP software.

My advice to others looking into using Sage Intacct is that it is better software for you, as it can offer lower costs compared to other accounting software.

Sage Intacct has made things easier for our team, but I do not particularly analyze these things because we have all been using Sage Intacct from the very beginning.

I would rate my overall experience with Sage Intacct an eight out of ten.

I have been using Sage Intacct for five years. I implemented it at three organizations. After go-live, I use Sage Intacct for day-to-day accounting needs. We use it for accounts payable, accounts receivable, and recording journal entries. We use it for everything as our main finance software.

Sage Intacct automatically completes inter-company entries, which is extremely useful. Prior to using Sage Intacct, we had to do a lot of manual inter-company reconciliation, so this saves me a lot of time. The best features Sage Intacct offers are automated inter-company reconciliation and the fixed asset module, which is extremely useful as well.

The fixed asset module helps me in my daily work by automating the depreciation process so that it requires less manual work for me and my team. Sage Intacct has positively impacted my organization by streamlining processes such as inter-company reconciliation, making things much faster.

Sage Intacct is already very great. If Sage Intacct had automated accounts payable similar to bill.com, that would be helpful as well.

I have been working in my current field for 10 years.

Sage Intacct is stable.

Sage Intacct's scalability is awesome. They are always adding new features.

The customer support for Sage Intacct is great. They are very helpful.

We switched from an old version of Navision because it was not suiting our needs.

If you have multiple entities and you are currently doing manual inter-company reconciliation, do not hesitate. Get Sage Intacct.

My supervisor handled my experience with pricing, setup cost, and licensing.

I estimate that we save at least eight hours a month because of those streamlined processes. I have seen a return on investment in terms of time saved.

Before choosing Sage Intacct, I did not evaluate other options.

My company does not have a business relationship with this vendor other than being a customer. I rate this product a 9.

My main use case for Sage Intacct includes advanced consolidations, accounts payable, accounts receivable, cash management, user management, company administration, reporting, and fixed assets.

For advanced consolidations, we consolidate our books for 28 consolidating entities at month-end; these entities monitor subsidiary income impact, from which we utilize to draft reporting for key stakeholders and help with budgeting and forecasting for our FP&A teams.

The best features Sage Intacct offers include a strong audit trail and compliance measures for SOC 2 requirements, along with a strong marketplace platform for vendors to integrate with Sage Intacct, which can be a viable option as long as you have a good understanding of what you want.

Sage Intacct has positively impacted my organization by bringing clarity with reporting, providing opportunities for internal automation.

From that clarity and reporting, Sage Intacct has definitely given us the opportunity to integrate with Flowcast, a great marketplace vendor for Sage Intacct users, which helps us continue to build upon efficiencies within month-end.

Sage Intacct can be improved because it is not always intuitive; there is a lot of money that goes into customization and reworking, and when they pilot new enhancements, they have an early adopter promo that can come with bugs. I think being more cost-efficient with the subscription packages would be the best improvement.

I have been using Sage Intacct for four years.

Sage Intacct is stable.

Sage Intacct's scalability is pretty decent because there are a lot of opportunities for integration packages if you have a strong internal engineering team, and they continue to add new releases every quarter with new features and enhancements, making the scalability pretty safe.

The initial customer support when calling in is pretty generic, and while they capture what you need, the true help comes from their knowledgeable technical teams after forwarding tickets for assistance.

Previously at Cover Whale, we used Wave, which was a free web browser-based general ledger that was not robust or dynamic enough, which is why we moved to Sage Intacct as it was more budget-friendly compared to other ERP options.

My experience with pricing, setup cost, and licensing is minimal.

Now that we have become more familiar with the product and have poured a lot of investment with a consulting firm at Aqua, the return on investment is kind of early to assess, but we are definitely in the phase of still learning.

Now that we have become more familiar with the product and have poured a lot of investment with a consulting firm at Aqua, the return on investment is kind of early to assess, but we are definitely in the phase of still learning.

My experience with pricing, setup cost, and licensing is minimal.

I was not part of evaluating other options, but I believe they considered NetSuite and Oracle.

My advice for others looking into using Sage Intacct is to have a strong internal engineering team to partner with and to be prepared for your budget around the general ledger to expand as you encounter improvements or bug fixes, along with maintaining a positive mindset to help you push through any circumstances.

I would rate Sage Intacct an eight out of ten because I really enjoy the product overall, and while I am aware of the high budget customizations that can happen with the subscription packages, I do find the product enjoyable and recognize there is always room for improvement, which is why it is not a perfect score, but it reflects my confidence based on my familiarity with it.

My main use case for Sage Intacct is to provide customer satisfaction as we deliver software solutions. A quick example of how I use Sage Intacct in my work is that we provide GL, General Ledger, and accounting systems to clients so that they can manage their accounts.

Reporting would be the best option regarding my main use case for Sage Intacct.

In my opinion, the best features Sage Intacct offers, considering my company, include various functionalities such as reporting, billings, GL, credit balance management, and everything else we can manage from Intacct.

The reporting feature in Sage Intacct is really good with the user interface because it takes only two or three steps to create any kind of report, any kind of credit history, or age analysis on any kind of batches, making it really useful for any kind of company.

Sage Intacct has positively impacted my organization; most of the clients on X3 have moved to Sage Intacct because Sage X3 was quite heavy to work on, while Sage Intacct is user-friendly.

The user-friendliness of Sage Intacct has helped my team and clients by saving customer time and our developers' and consultants' time; for instance, if a project takes 100 hours on Sage X3, it only takes about 60 or 50 hours on Intacct, allowing us to manage it from anywhere since it is cloud-based.

I see room for improvement in Sage Intacct, specifically regarding reporting, as it should be more versatile with the data; more add-on data would provide many more options, especially since API calls can be quite difficult.

I have been working in my current field for four years.

In my experience, Sage Intacct is stable; my clients have never given me bad feedback regarding it.

Sage Intacct handles growth and increased workload well, and it never crashes, which is a big plus.

Customer support for Sage Intacct is excellent, and whenever I face any issue, I find them ready to help, which is really beneficial.

I previously used Sage X3 before switching to Sage Intacct.

I have seen a return on investment with Sage Intacct; time saved is really important and, for example, while booking my timesheet on X3, it was hectic, but there is no data loss with Intacct since we can start where we left off.

My experience with pricing, setup costs, and licensing depends on the quotation we signed for clients, as it always relies on the sales team.

Before choosing Sage Intacct, I evaluated other options such as Sage 300 People and HR and payroll solutions.

I would advise others considering Sage Intacct to try it first, as if they feel it will provide more reliability, they should give it a chance. My company has a business relationship with this vendor as we are a partner.

I found this interview good and have no suggestions for changes for the future; thank you. I gave this review a rating of 9.

Sage Intacct serves as our main accounting system for accounts receivable, accounts payable, inter-company reconciliation, global group consolidations, and banking reconciliation for treasury reporting. We are also creating many custom reports within the system.

A specific example of how I use Sage Intacct in my daily work is that the Accounts Payable team books AP bills by receiving invoices from vendors and booking them with approval while mapping the purchase orders as well. The AR team performs customer billing into Sage Intacct, and whenever they receive payments, they apply them to the respective invoices. Later in the month-end closing and reporting phase, the team conducts bank reconciliations along with performing other main closing entries or daily accounting transactions.

One of the best features Sage Intacct offers is the auto-match function with bank reconciliations because some of our group companies are into collections. We have numerous bank amounts within transactions, and this auto-match feature is extremely helpful for matching hundreds of bank transactions daily within the system. Additionally, Sage Intacct has proven to be flexible and user-friendly across various domains for AP and AR, and the control points within the system ensure that our audits are conducted smoothly and effectively with minimal questions from the auditor.

Sage Intacct has positively impacted our organization by being flexible and easy to use. Everyone working on Sage Intacct has an accounting background, and they are able to use it with minimal training because of its user-friendly interface. This system has reduced our reliance on human effort through automation, such as automated revenue schedules that recognize revenue automatically once we set up a template in the sales invoice. The same applies to AP bills, where the system picks invoice attributes directly from the invoice image, making our AP bill processing smoother and enhancing quality since we can focus more on quality controls rather than postings.

Sage Intacct assists with regulatory compliance and audit requirements in our organization by being user-friendly. The system supports audit requirements well because it complies with SOC 1 and SOC 2 reports. Our accounting audits benefit from the robust system controls, backup methods, and data security, making any request for audit trails readily available. Data remains safe, and audits proceed smoothly. Additionally, the fixed-asset module and automated revenue recognition align with ASC 606, effectively easing our audit requirements.

There are a few small things I have observed that Sage Intacct could improve, such as the ability to categorize customers or vendors, but when running aging reports, it does not allow running aging for categorized types. For instance, there are inter-company vendors and trade vendors, and the trade vendors can have sub-categories such as legal vendors, lease vendors, utility vendors, rental vendors, professional services, and audit services. When we sub-categorize these types of vendors under trade vendors, the system does not allow us to run aging exclusively for trade vendors. This is one example of a small change that could enhance the system.

I would suggest that Sage Intacct provide more content regarding integrations, specifically example videos for integrating with major players such as Salesforce. Short examples demonstrating integration processes of approximately 20 minutes would be particularly useful. On the reporting front, while Sage Intacct's reporting capabilities are good and include a paid module, any enhancements in this area would certainly add value.

I chose 8.5 as my rating for Sage Intacct because there is a good utility example from QuickBooks. In QuickBooks, when creating a vendor transaction, if you need to refund the vendor, you can track all transactions under one record. Unfortunately, in Sage Intacct, we lack this facility. There are several minor improvements that could be addressed in future updates, and while Sage Intacct is an excellent tool, it is not yet near perfection.

I have been working here since June 2010, so it has been more than 14 years that I have worked with Sage Intacct.

Sage Intacct is indeed stable, and I do not encounter any major issues or even the slightest problems with it.

The scalability of Sage Intacct is commendable.

I find that customer support from Sage Intacct could be quicker; however, our reseller has provided excellent service in this regard.

I would rate the customer support from Sage Intacct a 3 or 3.5, while I would rate our reseller's support around 7 or 8.

Prior to Sage Intacct, we used multiple accounting systems as part of our group of small and mid-sized companies, including Microsoft Great Plains, Microsoft Solomon, QuickBooks Online, and Microsoft Desktop, among others. We switched to Sage Intacct to provide a centralized accounting system.

We have not maintained or created metrics related to returns on investment with Sage Intacct, such as time saved or money saved, nor have we documented how many employees we need.

We have customized Sage Intacct for many custom reports, and we have numerous custom fields through platform services. Since we are a group of many small and mid-sized companies operating in different industries, we have a large number of highly customized reports to suit their business requirements. We have more than 150 operating entities in our Sage Intacct instance, and we have created over 100 highly customized P&L and other reports within the system. It has been really flexible for us to create many custom reports as required by management and the corporate team.

Regarding the audit controls I mentioned, we have established a delegation of authorities for vendor setups. For example, if someone creates a vendor, another team approves it. The same applies to AP bills and customer setups. We have also implemented an approval methodology based on amounts for journal entries, where a certain level of person can approve up to a specific amount, and any amount above that requires a senior person to review and approve the journal entry.

We have not evaluated in-depth how much human effort has been reduced, but we have observed that with the same or even fewer team members, various accounting teams are emphasizing more on quality and spending more time on it instead of posting. This has been really helpful, and our audits are going smoothly, leading to fewer human errors in the system.

We have successfully integrated Sage Intacct with our payment merchant, and there have been no issues with that. User access and security management in Sage Intacct is strong, with all audits conducted by Grant Thornton, and we are satisfied with how these aspects are handled. Regarding pricing, it aligns with industry standards, but due to confidentiality, I cannot disclose specific figures, though we are using a considerable number of user accounts.

Sage Intacct is deployed in our organization as a private cloud solution, with our data hosted on Sage servers.

I do not see any direct link to how Sage Intacct supports our organization's growth or expansion plans now, but Sage Intacct has proven to be an efficient tool for all group entities across different industries. It enables us to conduct accounting from a single instance, allowing us to set up an environment where numbers from various industries are synchronized to meet the required quality level for corporate dashboard reporting.

In terms of multi-entity and multi-currency operations, we are effectively using Sage Intacct for these purposes, employing a multi-currency setup and utilizing exchange rates for our consolidation and foreign exchange conversion. Everything is functioning properly, with no questions raised by auditors regarding Sage Intacct exchange rates. Sage Intacct facilitates remote work seamlessly, enabling easy collaboration within my teams as it is a web-based tool, and we have encountered minimal challenges from a system perspective.

I advise others looking into using Sage Intacct to assess their requirements carefully, including what modules they want to use. Sage Intacct is a good tool, and I believe that anyone who chooses it without extensive evaluation will not regret their decision. Additionally, Sage Intacct is suited for the service industry, and from my perspective, it is quite a versatile tool that meets various reporting needs such as AP, AR, order entry, purchasing, real estate, and construction. I rated Sage Intacct 8.5 overall.

My main use case for Sage Intacct is setting up the systems and configuring it for clients to use it properly for accounting.

I have set up Sage Intacct from the beginning of company-specific setup, creating the entities and different modules such as accounts receivable and accounts payable, loading master data, and integrating Nexonia, Ramp, and Bill.com to Sage Intacct, ensuring all these applications flow together for accounting purposes.

We set up the systems and have used the O2C revenue management module and the consolidation module; however, the consolidation module lacks several features in setup, including the inability to create different sub-level entities, and it is very rigid and not customizable for adding different entities under one book, so we are trying to create multiple books. Overall, Sage Intacct lacks customization for user specifics, such as creating custom reports or custom fields, which are not very user-friendly, presenting a point of improvement.

Sage Intacct has positively impacted my organization as we predominantly use it as the accounting software for all our clients; we onboard them by setting up their company structures and configurations, preparing everything ready for their accounting and finance analysis.

Specific outcomes show that Sage Intacct has significantly benefited our clients by organizing data in the system; previously, clients used low-level ERP systems, but after transitioning to Sage Intacct, they gained control over GLs created and prevented duplications of vendors or customers, which has reduced confusion in financial statements and made them more organized. Additionally, it has reduced duplication of entries by accurately capturing invoice number details and has saved significant time by automatically generating P&Ls and balance sheets without the need for manual preparation.

The accuracy of accounting has improved by nearly 95%, and we save about three days of manual effort to prepare financial statements.

The best features Sage Intacct offers include the import feature and the integrations feature, with imports allowing us to load a large number of data into the system at one time, while the integration module enables us to integrate different systems and have the entries flow into Sage Intacct without any manual intervention.

The import feature has particularly saved a lot of time; for example, we had to load 10,000 journal entries at one time, and by preparing our template based on the import feature, we downloaded the template, had the data ready, and used it to automatically load the entries into Sage Intacct, especially for the revenue management module. Regarding integration, thousands of Ramp transaction entries flow directly to Sage Intacct, posting entries without manual intervention and sometimes without even needing to reclassify because all the categories are derived automatically using the MCC codes from the bank directly.

Sage Intacct automates the revenue management module, particularly in posting revenue recognition entries like deferred revenue at month-end or other applicable frequencies; we can click a button to get entries posted for large data amounts, making this process incredibly helpful and automated.

Sage Intacct should offer users more customizable options, particularly in sending emails to customers regarding invoices, as it currently allows only a single email selection derived from contact information, which can be limiting when bill-to and ship-to addresses differ.

User experience is generally good, although integrations are sometimes challenging; for example, I found the Rippling integration to be particularly difficult. Some user help or support from Sage Intacct support team on Rippling integration would have been beneficial.

I have reached out to Sage Intacct support team regarding tax calculations not happening correctly, even when the configurations appear as expected; the resolution process involved multiple back-and-forths, taking about one week on average for a solution, indicating a potential area for improvement.

I have been working in my current field for around six years but in the current company it is more than one year and eight months.

I have been using Sage Intacct for more than one and a half years.

Sage Intacct handles growth and increased data volume well, demonstrating good scalability.

New users getting started with Sage Intacct can begin with a straightforward interface.

It is easy for new users to get comfortable with Sage Intacct, but a few advanced modules require some guidance or help, especially concerning configurations.

In terms of integration with third-party applications, I find the Nexonia integration very easy and friendly, as well as Bill.com, although the integration with Ramp is somewhat manageable. However, the Rippling integration poses challenges due to inconsistencies in locations and dimensions, making it tougher.

I feel very confident in Sage Intacct's ability to safeguard financial data, ensuring both security and compliance.

Sage Intacct is not used on mobile devices.

My advice for others looking into using Sage Intacct is to be careful with configuration because once set, the system runs exactly as configured, so it is essential to choose wisely and be crystal clear about the requirements.

Overall, Sage Intacct is a very useful accounting tool, and it can scale up more to be used for large-scale industries, featuring a friendly user interface and good user experience. I would rate Sage Intacct an eight out of ten because it is an overall solution that genuinely helps customers manage their financial data, although it still has room for improvement and flexibility for users.

My main use case for Sage Intacct is working for a nonprofit organization in the US, and in my daily work, I record all the entries, data, all the accounting tools, and make financial reports from Sage Intacct and take various reports from that.

A quick specific example of how I use Sage Intacct for my nonprofit organization is that I regularly handle monthly entries for insurance, taxes, and more. Moreover, I post the invoices and make those payments from Sage Intacct and record those particular entries.

The main usage of Sage Intacct is for journal entries, such as for taxes, insurance, and daily invoice processing for vendor day-to-day transactions. We render a service, so for that, I just have to book an entry in which I'll attach the invoice and process the payment from Sage Intacct.

The best features Sage Intacct offers include the ability to edit journal entries, attach more than one attachment right there, and have specific fields for marking the transaction such as a description, notes, dates, and GL account numbers where we code that. This feature really helps me out in my daily work.

This has made my workflow easier and more accurate because when I receive an invoice and I'm confused about the nature of the expense, Sage Intacct helps me choose a listed GL code easily. Additionally, for the transaction date, Sage Intacct doesn't allow me to take a different date from the invoice since I'll attach the invoice. This helps with the accuracy of the amount of the invoice. Another example is that during bank reconciliation, Sage Intacct already helps me mark items that are already posted in the bank or which are in the bank statement, which makes me feel better when I go for reconciliation.

Sage Intacct helps me mark the exact date and amount for particular transactions, same in the bank statement, and this feature is really appreciable in Sage Intacct.

Sage Intacct has positively impacted my organization by providing the opportunity to delete or edit any incorrect journal entry at the same time or in the prior or post-period after posting that particular entry. We also have the ability to apply money to grants in Sage Intacct, and if we post a wrong amount or dates, it gives an option to correct it, which is a great help in accounting.

As far as I'm using Sage Intacct, I haven't experienced significant challenges, but the page expires really fast if I have idle time or am working on something else while finding an amount or looking at an invoice. This feature might be helpful if they correct it.

In the interface for bank reconciliation, there are so many options on the upper side, such as ending balances and periods, closing and GL balances, which are all summed up in the same place. If we could separate them with a highlighted column for the same amounts, that would be more helpful.

I have been using Sage Intacct for two years.

I have never experienced any downtime or technical issues with Sage Intacct.

I wouldn't say that we transferred from another solution to Sage Intacct, but due to business requirements and technology, I was using some in-house software for accounting, and after discovering Sage Intacct, it has been really helpful compared to the past.

I have seen a return on investment primarily in time savings, as I'm not sure about the money part. Sage Intacct is user-friendly, meaning all the employees working on Sage Intacct are recording everything needed for our daily work, and from my personal experience, I find Sage Intacct better than other software.

Before choosing Sage Intacct, I evaluated options such as SAP, Xero, and QuickBooks, as we were using several in-house software, but I found that Sage has additional features that made it more user-friendly in comparison, and the management voted for Sage based on employee feedback.

My advice to others looking into using Sage Intacct is that if you haven't tried it, you should do so once, and you will feel the difference compared to the earlier software or solutions you are using right now. I would rate this product an eight out of ten.

My main use case for Sage Intacct is as a technofunctional consultant, where I mostly do customization services, integrations, and migrations with all the modules like Order Entry, Purchasing, Accounts Payable, Receivables, General Ledger, and all that related to contracts.

In my daily work, I recently customized and integrated Sage Intacct with a freightway system to view shipments and track those shipments within Sage Intacct using the APIs available.

According to customer requirements, I am accustomed to doing specific customizations for Order Entry, Purchasing, General Ledger, and reports, which are very useful.

The best features Sage Intacct offers include the import functionality, support for customization, and the platform that allows me to modify whatever I want. The triggers and reports are built very well and user-friendly, so I can modify this, and this is one of the best features it provides.

The import functionality helps because once I download the template from Sage Intacct, I can fill out the specific columns with the data that I need to import into the system, and it will do the work instead of adding those details manually.

The platform services allow me to add functionalities such as sending an email once I generate any AP bill or approve vendors. Additionally, I can call external API services or Sage Intacct API to validate those fields, which is good for users.

Sage Intacct has positively impacted my organization through improved collaboration and saved time. I can import data easily, and since it is user-friendly, I encounter fewer errors. For example, the work I used to do in one or two days now gets completed in one or two hours.

Currently, I do not see areas where Sage Intacct can be improved, although I sometimes face limitations such as not getting certain fields or APIs for the data I want to sync.

Recently, while I was updating a vendor under the vendor approval policy, once I updated that vendor, it went for approval again. I think they should implement some thresholds or flags to identify when approval is not needed.

I have been working in my current field as a software developer and have been in the role of a Sage Intacct developer for the last five years.

Sage Intacct is stable.

Sage Intacct scalability is also good enough.

Customer support can be improved, as they sometimes respond with a delay. For instance, if I expect a response in two days, I receive it in four to five days.

Before Sage Intacct, I used Sage 300, and I switched because it was on-premises. I was looking for a cloud-based solution, and Sage Intacct was one of the best options available.

I have seen a return on investment since I saved a lot of time and money. Previously, I required multiple employees to enter transactions, but now I accomplish this with fewer people.

I think the pricing, setup cost, and licensing for Sage Intacct are well-suited for users, as they offer good value for a well-featured software.

I evaluated other options within Sage, as I had better choices in Sage itself.

For those looking into using Sage Intacct, I highly recommend it as it is cloud-based with robust features, platform services, customization capabilities, integration options, and API support, making it suitable for small ERPs and organizations. I give this product a rating of 9.

We use it for a wide array of accounting functions, encompassing accounts payable and receivable, general accounting tasks, fixed asset management, banking interactions, and reconciliation, as well as the generation of standard and customized financial reports. Our company handles the recording of transactions, particularly focusing on purchase-related transactions like RCTIs, and we perform recurring journal entries for month-end closings. Due to our intercompany system, we don't engage in traditional AR and AP; instead, we initiate ARAP and make use of the built-back approach. We have configured the built-in feature, which seamlessly facilitates our intercompany financial transactions within the Sage Intacct platform.

This is a multi-entity system with a hierarchical structure that allows us to have a comprehensive view of all our ARAP transactions within a single tool. We can access and analyze data at different entity levels as needed, and it's incredibly convenient. We can seamlessly drill down into the data from this unified interface.

One of the standout features is the ability to access all reports from a central location, eliminating the need to switch between entities. We can effortlessly view trial balances, pending reports, and more, regardless of the specific location or entity we're working with. Its custom reports feature is also noteworthy, as it provides flexibility for users to create their reports, tailored to their specific areas of expertise. For example, in accounts payable, we can extract purchase invoice details and item-level data, track credit applications for individual invoices, and generate custom reports to integrate into our toolkit.

The only challenge we've encountered is in role setup. While we can create, post, and manage general entries, we face a limitation in allocating multiple JL accounts.

I have been working with it for one year.

It provides exceptional stability capabilities. I would rate it nine out of ten.

There is potential for improvement in terms of scalability. I would rate it seven out of ten.

It provides excellent support services.

Setting it up isn't overly simple, but not really complex. I would rate it around eight out of ten.

The transition process took just under three to four months. This involved migrating supplier previous balances and setting up suppliers and customers in the new system with multiple entities, along with handling fixed assets and other essential data transfers. During this transition, we collaborated with a third-party consultant who played a significant role, as we primarily sourced subscriptions through this third-party company, which also provided valuable support throughout the process.

The return on investment is 75 percent.

In terms of subscriptions, the pricing structure works well for multi-level entities. It's reasonably priced, offering fixed pricing, which is quite fair. I would rate six out of ten.

It's a good fit for us, especially as we operate within a multi-entity franchise system and the customization options are excellent, allowing us to add screens and tailor the software to our specific needs. From an accounting perspective, it's a top-notch product, offering comprehensive end-to-end automation. The banking features are particularly impressive, making back-office tasks much more time-efficient. The flexibility and customization options are a big plus, and the use of templates further streamlines processes. Overall, I would rate it nine out of ten.