Great Upgrade from QuickBooks
July 20, 2018

Great Upgrade from QuickBooks

Spence Lloyd | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Sage Intacct

We use Sage Intacct for our back-office accounting, including general ledger, accounts receivable, accounts payable, cash management, and billing. It is used across the organization. It integrates with our expense reporting tool (Expensify) and with various Quick Base applications through the use of Workato. We upgraded from QuickBooks Enterprise to Intacct in January 2017.

Pros

  • As a web-based tool, Intacct is very easy to access by a variety of users
  • It is very easy to get data in and out of Intacct, both via manual imports/exports and via integration tools. Intacct "plays nicely" with our other software applications.
  • The financial report writer is not the most powerful in the world, but it suffices for our needs. For example, it handles statements of cash flows easily.
  • "Smart Rules" provide good data validation functionality
  • Role-based security is powerful, and Intacct seems to be designed to enable good internal controls.

Cons

  • No ability to auto-print a memo on A/P checks. What the heck?!!!
  • Documentation for building custom invoices is not very good. We had to go to a third party developer.
  • No ability to cut a check to a customer for a credit balance.
  • Printing 1099s is somewhat cumbersome.
  • Although more expensive than QuickBooks Enterprise, we are much more confident in its scalability and data integrity.
A wide variety of integration options, including an API.
We evaluated Intacct against NetSuite and chose Intacct, primarily related to the professionalism of the sales team (or lack thereof with NetSuite). Intacct is a much more modern platform than Dynamics.
Particularly strong for companies with deferred revenue (subscriptions, etc.)

Sage Intacct Feature Ratings

8.1
Accounts payable
7
Accounts receivable
9
Cash management
9
Bank reconciliation
9
Expense management
7
Time tracking
Not Rated
Fixed asset management
Not Rated
Multi-currency support
Not Rated
Multi-division support
Not Rated
Regulations compliance
Not Rated
Electronic tax filing
Not Rated
Self-service portal
Not Rated
Global Financial Support
Not Rated
Intercompany Accounting
8
Journals and Reconciliations
8
Enterprise Accounting
Not Rated
Configurable Accounting
Not Rated
Centralized Rules Framework
Not Rated
Standardized Processes
Not Rated
Not Rated
Inventory tracking
Not Rated
Location management
Not Rated
Not Rated
Pricing
Not Rated
Order entry
Not Rated
Credit card processing
Not Rated
End-to-end order visibility
Not Rated
Not Rated
Reimbursement management
Not Rated
8.0
Dashboards
8
Standard reports
8
Custom reports
8
Not Rated
API for custom integration
Not Rated
Plug-ins
Not Rated
9.0
Role-based user permissions
9
Single sign-on capability
Not Rated

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