Based on 24 verified reviews published in the last 18 months
TrustRadius Community Insights are summaries of user sentiment data from TrustRadius reviews and, when relevant, HG Insights data.
Overview
Synthesised from 24 reviews | Last Published June 16, 2026
Sage Intacct functions as a comprehensive financial management system, primarily for organizations managing daily transactions, strategic analysis, and complex multi-entity structures. In TrustRadius reviews, its robust financial reporting and analysis capabilities are frequently highlighted, with 42% noting its flexibility for custom reports and contribution to profitability. Many users also value its multi-entity management for efficient intercompany consolidation and its integration with other software.
Reviewers frequently note significant time savings from efficiency and automation, especially in accounts payable and general ledger processes. However, a common concern is the complexity of reporting, with 42% finding custom report creation challenging without specialized skills. Data manipulation after transactions are posted also presents difficulties. Despite these areas for improvement, the overall sentiment indicates that Sage Intacct generally facilitates positive impacts on business objectives through enhanced reporting and efficiency gains.
Pros
Robust and customizable financial reporting and dashboards
Efficient multi-entity and global consolidation management
User-friendly interface for core accounting functions
Strong integration capabilities with other software
Automation of Accounts Payable and General Ledger processes
Cons
Complexity of custom reporting and dashboard creation
Difficulty making adjustments to transactions after posting
Challenges with audit trail functionality
Inconsistent customer support responsiveness and certification
I work in AP. The system makes it easier to enter invoices. I can just send the invoices to the Sage email, and they are loaded in Intaact. We use Intaact all across our company: AR, adding vendors, making payments, creating POs, and sales orders. Intacct makes our business run smoothly.
Pros
Making payments.
Entering invoices.
Adding Vendors.
Intacct is accessible to employees for POs and approvals.
Cons
There are times when emails sent to Sage email do load into the automated system. I may have to send it twice. If that doesn't work, I have to upload invoices to get them to come across. If that doesn't work, I have to convert the PO manually to get the invoice entered.
Likelihood to Recommend
Sage Intacct is great for being paperless. It takes less time to get work done when you don't have to scan invoices into the system. Creating PRs is easier. Once they are made, the employees who need to approve them get a notice. It is much easier than sending an email asking for approval. It is just an all-around better system than I have used in the past.
VU
Verified User
Employee in Finance and Accounting (11-50 employees)
We use Sage Intacct for the general ledger of our clients that we asset manage. We record all journal entries, bill, invoices, payments and transactions through Sage Intacct. We also load our budget and produce budget v actual reports.
Pros
Customization of accounts/ledgers for each client
maintains approval matrix for journal entires
easy to search transactions/activity
Cons
Better integration with other software
Likelihood to Recommend
Well suited for general ledger software for small to midsized companies. May not be ideal for large corporations
VU
Verified User
Manager in Finance and Accounting (51-200 employees)
We were beginning to outgrow Sage 50 and were looking for future proofing the business. Sage Intacct has multiple Dimensions and Account Groups for reporting purposes. I use these on custom dashboards to allow analysis at the touch of a button. In addition to this we have also started to use the statistical journal entries to monitor non financial aspects of the business. Going forwrad for reporting on ESG factor this will be very handy.
We have multiple companies and will be looking at consolidation accounts in the future. This is now ready to go at the click of a button as there is a Top Level in Sage Intacct that allows you to look at all your companies at once.
Pros
Reporting
Dashboards
Statistical data
Cons
Fixed Asset register - not UK friendly
Vat codes - too many
Likelihood to Recommend
If reporting is one of the main reasons you struggle with the current systems you are on then I would highly recommend Sage Intacct. The reporting is really what you make it, as it has a custom report designer and can make reports using Dimensions or Account Groups.If you have various companies under one Vat number this would also be handy as this could be run at Top Level rather than manually add vat returns together.
VU
Verified User
Account Manager in Finance and Accounting (11-50 employees)
Sage Intaact is our accounting system used for our general ledger, monthly journal entries, accruals, AP processing, timecard tracking, and reporting. We use for our month end close, year-end close, and billing to other entities. We bill several customers and input about 100 invoices a month and utilize the project accounting in the tool which is very robust in managing our project costing.
Pros
Project Accounting
Timecard reporting
Journal Entries
Reporting and extracting to Excel
Robust research with the link functionality to invoices and spreadsheets
Cons
Report writer editing could be better
Setting up calendar year vs fiscal year does not work
Likelihood to Recommend
Sage is a perfect tool for running a business and runs efficiently and effectively without layers of steps and screens to do accounting and reporting. The journal entry module is very intuitive and easy to prepare, and the reporting once set up, works great. I really like the excel export feature. The report writer could be improved.
Sage Intacct is a very versitle web ERP platform, supporting our GL accounting, AR, AP, and Reporting functions for a ~50M revenue business. Very easy implementations and configuration.
Pros
Ad-hoc reporting
Data import
Invoicing
Cons
Better user interface for budget module
modern excel format support for exports
Likelihood to Recommend
I really enjoy using sage intacct for reporting, The custom report tool allows for deep customization of ad hoc reports. The data import feature is the most flexible I've used among other ERPS, really convenient for journal entry imports. The financial reporting function also allows for adequate customization. Only issue for me is that I cannot export in xlsx formats!
VU
Verified User
Director in Finance and Accounting (51-200 employees)
Sage Intacct is mainly used for financial journal entries and monthly general ledger reports. Software is used daily in the company and proves to be extremely important. My position incorporates a ton of work on Sage and uploading and accessing the files there.
Pros
Organized
User friendly.
Lots of Options.
Cons
Search bar functionality.
Having more than one section open at a time.
Likelihood to Recommend
Sage Intacct is very suitable for finance and accounting teams. It is very helpful that it is made available to everyone while still being private and secure.
VU
Verified User
Employee in Finance and Accounting (51-200 employees)
My organization uses Sage Intacct as an accounting system. The problems is addresses are having a centralized accounting system for inventory, fixed assets, general journals, accounts receivable, accounts payable, and financial reporting.
Pros
Fixed Assets
Inventory
Financial Reporting
Cons
Journal entry details
Intercompany entries
Likelihood to Recommend
Sage Intacct is well suited for an accounting system but may not be appropriate for companies who do manufacturing and have work in progress, inventory going to jobs, and need specific costing procedures
Sage Intacct is used as our Financial Accounting System of record. We use Sage to provide Financial Reporting, Cash Flow analysis, and Data Entry. We integrate our Bank financial statements, HR platform, T&E platform, Invoicing platform, and Expense platform with Sage. This product addresses our eco system to make sure all revenue and expenses are booked to have an accurate reading on your financial health.
Pros
Sage integrates with a lot of other platforms
Sage cloud based reporting features are key to understanding state of business
Cons
SAGE functionality could use improvement. Organization of cloud based platform slows productivity.
SAGE doesn't have standard integration with BI platforms.
Reporting needs a face lift.
Likelihood to Recommend
Sage is well suited for small and medium-sized businesses for financial reporting, other products Sage offers we decided not to use due to the lack of capabilities. Particularly the T&E feature. We really like Sage as our accounting platform of choice because of the multiple features it has to offer. We are able to easily split revenue across business lines, depreciate assets on a case-by-case basis, and have visibility into cash flow.
We use Sage Intacct for our accounting package for our project here in San Antonio, Texas. I use Sage Intacct with entering AP and AR invoices, submitting them for payment; paying the invoices, setting up the check runs; reconciling all balance sheet accounts; running month end reports, either standard or customized ones; posting monthly journal entries, running trial balances, reconciling all our bank accounts, just to name a few.
Pros
Accounts Payable Tracking
General Ledger Detail
Very user friendly when correcting something
Cons
Report Writing
Likelihood to Recommend
We're working with a project where Sage Intacct allows us to focus on all areas. We're a small company and the following modules are well suited for our organization: Cash Management - reconciling our cash accounts, weekly and monthly; General Ledger - posting monthly journal entries, looking up detail information, recurring journals, activity reports and standard reports, i.e. journals, trial balances, gl details; Accounts payables - entering vendors/bills, paying them, setting up recurring bills; preparing check runs; printing checks; running 1099 reports; approving payments; custom and standard reports i.e. agings, check registers, vendor listings, and bills analysis; and Accounts Receivables - entering new customers/invoices; receiving payments; running custom and standard reports. We also use the reporting module for any custom or standard reports for our finanacial analysis. Less appropriate would be for tracking inventory, as we do not track it in Sage nor use Sage for payroll either nor tracking fixed assets, as this is done on our corporate software.
VU
Verified User
Contributor in Finance and Accounting (501-1000 employees)
We use Sage Intacct to store all of our accounting data including the general ledger, journal entries, and the chart of accounts. The scope is the entire business as all accounting data is stored here. I routinely use Intacct to look up accounting data, make journal entries, and reconcile accounts with our internal work papers.
Pros
Storing data securely
clean user interface
Cons
The options for the time period should be able to be moved around-- there are so many options before the simple and commonly used "YTD" that I never use!
Likelihood to Recommend
I have found that Sage Intacct, based on my personal experience, is well suited for my organization in terms of storing accounting data, referencing data at specific time periods, and making journal entries. I cannot think of any, from the perspective of my role as a fund accountant, situations where Sage Intacct has been inappropriate.
VU
Verified User
Professional in Finance and Accounting (501-1000 employees)
