Sage Intacct vs. sticky.io

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.

Incentivized

Lime Light CRM was built specifically for online marketers, helping them to manage their online sales, contacts, orders, and payments. The software combines a number of features and 3rd party provider integrations to offer the ability to store customer data, build online eCommerce campaigns, create sales reports, and automate order management activities, as well as track, store and report on affiliate data.

Incentivized

• 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.

Incentivized

• For an easy to learn CRM this would be it, you can fully train someone on Limelight in less than a few days
• It allows for various wildcard searches to be performed in different fields, which speeds up productivity and requires less request to repeat information to locate accounts while speaking to clients.
• The CRM holds multiple user accounts and products, and shows failed attempts to purchase and gives reason codes for why the purchase was not successful. Allows for different views to review client accounts.

Incentivized

• Downloading bill register reports for all the entities at the top level would be helpful.
• An increase in the Time frame of the Auto-Log out feature for security will be helpful.
• I think there is some room in the automation part that can be improved.

Incentivized

• Note taking can be a hassle, when writing notes there is not a separate tab, or dedicated area which allows for multiple users to leave notes for future users, or administrators to reference regarding actions made to the account, users must search per line item to view notes, or go to a different view to see all notes which is still per line item as you toggle through the notes
• If the client has been with the product for several months or years it is a lot of notes you have to reference through which hurts productivity and creates longer calls. A huge con is when you are canceling out a user account, or if you are changing a recurring date if the user clicks the back button after the tasks completes refreshing the webpage to reflect the new dates, the new changes will go undone and revert back to the original data as if no changes were made resulting in user error. The client continues to be billed and discounts continue to apply.
• The CRM needs to fix this to prompt "Do you want to undo discount/date change/cancellation?" if the back button is clicked to eliminate user error based on the software limitations. Features which can be customized to automatically perform after actions are done on an account need a function to allow for agents to resend emails if the user did not get them. If automatic emails go to users canceling and they did not get it you have to restart the product then cancel it again to have another automatic email sent to the client/customer or manually send an email. For refunds, if the automatic email did not go out you have to manually send out the email which is time-consuming allocating to another agent or for the current agent. There is a need for an upgrade which allows that after an automatic email has been sent a button will appear which says "resend cancellation" "resend refund" this should also be true if the user inputted the email wrong and it was only noticed by agent after the automatic email was sent and the agent needs to update the email for the client/customer to be able to receive the email at the correct address.

Incentivized

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.

Incentivized

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.

Incentivized

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.

Incentivized

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.

Incentivized

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.

Incentivized

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.

Incentivized

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.

Incentivized

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.

Incentivized

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.

There is so much that we have yet to learn with and about Sage Intacct, I am excited for the future.

Incentivized

• 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.

Incentivized

• Customizable Reporting
• Automatic Reminders

Incentivized