Global Shop Solutions ERP software provides applications used to deliver quality parts on time, from quote to cash and everything in between including shop management, scheduling, inventory, accounting, quality control, and CRM. Available in the cloud or on premise, the solution aims to give its manufacturing customers real-time inventory accuracy, improved on-time delivery, lower administrative costs, increased sales and improved customer service. Headquarters in The Woodlands, Texas includes…
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Sage Intacct
Score 8.6 out of 10
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Sage Intacct is a cloud ERP system targeted at high-growth small and medium-sized businesses. Intacct includes applications for core financials and accounting, purchasing, order management, and financial reporting and business intelligence. It also integrates with 3rd party software like Salesforce.
We need an all-in-one ERP system, and it suits basic needs. If you are looking to utilize reporting or utilize the CRM you will have to learn to format the information you are able to pull to make it manageable and easier to read. This ERP uses a Crystal Reports system that needs to be converted into Excel or another software program to sort and identify anything. There are a lot of advantages and I am sure the issues we are having are because of how our staff is using this system or has set up this system for our needs.
It is well-suited for nonprofit accounting with its ability to track expenses and revenues by both department and funding source. It is easy to set up vendors and customers for invoices and bill payments. It is less appropriate for proper budget management and purchasing with multiple approvers, particularly when edits are required.
The CRM has really advanced and allows us to track the efforts of our sales staff, as well as identify trends. We are heavily using this system to track our sales team's progress and utilize the events, opportunities and to-do tasks as well as identifying the customer history all in one spot.
Supply and Demand section is used by pretty much everyone. This allows us to identify what is on-hand and the history of the parts' use. It is easy to follow and make changes.
Order Entry allows us to track all orders in an easy fashion. This is very straightforward and simple to use.
Custom, real-time financial reporting. I am able to streamline my reporting to pull in various account groups and calculations which save me time from having to do it in Excel.
Out of the box standard reports for clients who don't require as custom of reporting or even as a great starting point to build out reports.
Integrations with other platforms, such as Airbase, various banks, Rippling, etc.
The dashboard module is extremely helpful in my monthly review of various entities.
You are unable to match a debit and a credit on a customer or vendor account to remove it from the open ledger.
Reports (and some processes) tend to change with little notification.
Many of the company options are not "common sense." What you think they would mean, actually do something very different. This makes it difficult to get your settings correct without ample research and testing.
Sage Intacct continues to well-satisfy our needs and is an easy-to-use product. Service reliability has been excellent. The ability to integrate Sage Intacct with best-in-class companion products that handle expense reporting, budgeting, etc... makes Sage Intacct an excellent value. We continue to be extremely well-satisfied with the results and performance of our experience using Sage Intacct.
It standardizes our processes, it helps keep things moving financially, as stated previously the asset tracking and inventory functions alone are priceless. This has really been a fantastic tool and helpful across the board with both our accounting, IT and even helping leadership with planning, forecasts, and budgetary matters. You can literally tailor this to your needs, and it's reliable, easy to understand and logical even with their back end tables. Their software is a class act
The ease of use as a seasoned user is wonderful; however, new users struggle to adapt to the program efficiently. Better training videos--all in one location--would be beneficial. The use of a "sandbox" environment is a great tool for new employees or for the fiscal department to test certain journal entries or other transactions to verify accuracy of data.
There has only been one occurrence where Sage Intacct was not available to me, however I had already been working a number of hours trying to get a project completed. It honestly allowed me to step back and take a much needed break.
As fas as integration is concerned I don't feel this slows Sage Intacct down at all. However, sometimes I do feel it takes some larger reports more time to load due to all the detail. As well as, I "move very fast" in my motions so sometimes I double click on fuctions too quickly and the system seems to think that I have a duplicate request.
Only a few times have we had to reach out to support, and every time we did, we received a relatively quick response and a solution was found fairly quickly. Only once was there an issue that took longer than a week to resolve, but it still did eventually get solved.
I have taken in person training classes at several of the annual Sage Intacct user conferences. It is very interactive and the trainers are very easy to follow and understand. They are great at getting everyone in the class involved. They also make sure everyone has learned to task before moving to a new one.
The free training is very minimal. For what we pay for the service, I would like more training. We end up training new users in-house because the provided free training is not nearly comprehensive enough. That being said, the training provided, for the material covered, was adequate and relevant for the given topics.
I would not use a thrid party administrator to implement your system, especially if you are going to be modifying the system at all. Use Intacct implementors as they will be able to better support you on any issues that come up after you go live.
As a CPA in public accounting, I was exposed to many systems. I was in on the ground floor with the implementation of NetSuite for a client; it was clunky, the reporting was ugly, and it wasn’t user friendly. Sage Intacct is a great option for mid-size organizations who have outgrown Quickbooks.
The ROI on this software is incredible, I seldom gush but I genuinely cannot see any industry where this wouldn't be applicable and useful.
The forecasting alone is worth the price of admission
We love the simplicity and elegance of handling our IT inventory
About the closest thing to a complaint would be sometimes the updates can be a little fiddly with specific dot.net requirements but they're great about supporting even aging hardware and OS's.
Sage Intacct has made a very positive impact to our business objectives; it has provided strong ROI through automation features that reduce manual data input and associated risk of error, enhancing accuracy and operational efficiency.
It empowers us to make data-driven decisions that further refine our strategic plan by bettering the process of financial close with real-time and detailed reporting.
This also extends to multi-entity management, which eased consolidation and thus supported growth and scaling. This feature-rich software finally serves to drive productivity further and facilitate resource usage.
