Sage Intacct

We replaced QuickBooks with Sage Intacct in 2021 to better be able to track restricted dollars. I selected the product because it seemed intuitive—designed by accountants. Sage Intacct is great. It offers several dimensions, so you can slice and dice your financial data in innumerable ways. We are currently using Intacct as our ERP.

• We had outgrown QB. I never have to worry that Sage Intacct will crash and we’ll lose everything.
• When I came on board, accounting did not have a good way to track restricted dollars. Sage Intacct fixed that.
• We are able to close each month much faster.

Salesforce CMS, Bonterra Apricot, Microsoft 365, isolved

We use Sage Intacct in our organization for accounting and procurement purposes. The product addresses our accounts payable, accounts receivable, purchase orders, and tracking our expenses and revenues by cost center and grant sources. The scope of our case involves using Sage Intacct as our accounting system and considering the addition of the fixed assets module.

• Negative impact - The purchasing process is clunky and time consuming.
• Positive impact - The tracking of expenses and revenues can be reported accurately to the Board.
• Negative Impact - Budgeting is time consuming.

MIP Fund Accounting

FinQuery Software Management

Sage is a more robust product than what we were using. It provides lease accounting for our company cars that are leased. It provides prepaid expenses that we previously did not have. It provides an online portal for our customers to pay their bills. It not only downloads payroll data from ADP, but it also downloads statistical data. We need to calculate and distribute bonuses to our employees. The product is significantly more advanced in the accounting world than anything we've experienced before. I especially like the bank reconciliation. It is much more user-friendly than our prior software program. We now have automated expense reports for our employees. Paper expense reports and paper receipts are a thing of the past. The report writer is amazing. I have detailed sales tax reports to use to file my 15 sales tax returns. I also appreciate the sandbox. We can play and test before we do it live.

• It saves time.
• It provides greater analysis vs. using spreadsheets.
• It provides true period end closing. No prior period fixes.

QuickBooks Online and NetSuite ERP

doForms, ADP TotalSource, Excel Analyzer

In my current role we utilize Sage Intacct primarily for advance consolidation in reporting. While I understand the product can be difficult to understand and at times frustrating to maximize its utilization, I do find that there is a lot of promise when it comes to reporting and customization. Specifically speaking to advance consolidations, we are beginning to better understand the capabilities of inter entity mapping and the impact it has on our due to and due from accounts. We are currently pouring a lot of our time in understanding the flow of data to ensure we have a good pulse on how we want to use the product. At the end of the day, I think it is this...one can either remain stuck with tool they have or look forward to doing more to maximize a resource that is both dynamic and robust.

• Because of the deep learning curve, they really do tailor opportunities to their customers to provide learning. I especially liked the low key in person meetup in Chicago to network with other companies that utilize Sage Intacct. It was within the same month I found out a way to use ICRW to fulfill Auditor requests.

QuickBooks Online and Sage 50

We currently use this software to address our accounts payable and financial reporting. It helps with us paying our bills each month and ensuring we know our expenditures. On the payroll side, the software integrates with ADP and we upload our payroll which then is included in the whole reporting of our finances some the year.

• This product helps us ensure our financials are ready for the tax filing year

QuickBooks Desktop Pro, QuickBooks Online