Sage Intacct
Sage Intacct Reviews
& Product DetailsWhat is Sage Intacct?
Sage Intacct is a cloud-native financial management platform designed to automate accounting, planning, payroll, and reporting with AI-powered efficiency. Powered by AI, it enables continuous accounting workflows—such as real-time transaction posting, outlier detection, and automated AP processes—allowing teams to close books up to 70% faster.
Built to handle multi-entity consolidation, revenue recognition, project accounting, and inventory controls, Intacct scales with growing businesses. Its intelligent general ledger uses machine learning to flag anomalous transactions, while Sage Copilot—a generative AI assistant—provides proactive insights and variance analyses directly within dashboards.
Security and compliance are inherent, with SOC 2 Type II certification, support for GAAP, IFRS, HIPAA, and GDPR standards, and robust audit trails. Integration with payroll, HR, and banking systems keeps all financial data unified and accessible, reducing fragmentation and manual interventions.
Its modular architecture supports specialized industries—from nonprofit grant tracking to construction and retail billing—while operating entirely via browser. Designed for finance teams seeking strategic insight over basic bookkeeping, Sage Intacct delivers scalable, AI-powered accounting designed for accuracy, compliance, and business growth.
Best For
- StartUps
- Freelancers
- Small Business
- Medium Business
- Large Enterprise
- Non-profit Organization
- Personal
- Cloud, SaaS, Web-Based
- Mobile - Android
- Mobile - iPhone
- Mobile - iPad
- Desktop - Mac
- Desktop - Windows
- Desktop - Linux
- Desktop - Chromebook
- On-Premise - Windows
- On-Premise - Linux
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Company Name
Sage
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Located In
United States
- Website www.sage.com
Starting from:
Custom
Pricing Model: Subscription
- Free Trial
- Free Version
Pricing Details:
Sage Intacct pricing is fully customized based on organization size, selected modules, and usage needs, with exact costs provided upon consultation. Core Performance Tier 1 is included at no additional cost, while higher‑volume API or processing demands require paid Performance Tiers. Expect tailored quotes—there are no public USD rates or free versions.
- "What If" Scenarios
- Account Reconciliation
- Accounts Payable
- Accounts Receivable
- Activity Dashboard
- Approval Process Control
- Asset Tracking
- Audit Trail
- Billing & Invoicing
- Budgeting/Forecasting
- Cash Flow Management
- Compliance Management
- Contract/License Management
- Core Accounting
- ERP
- Expense Tracking
- Financial Management
- Forecasting
- Integration APIs
- Interoperability
- Inventory Tracking
- Invoice Management
- Mobile Access
- Multi-Currency
- Profit/Loss Statement
- Project Management
- Purchasing & Receiving
- Quotes/Estimates
- Recurring/Subscription Billing
- Reporting & Statistics
- Workflow Management
Additional Features
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Accrual Accounting
- Activity Tracking
- Ad hoc Reporting
- Aging Tracking
- Alerts/Notifications
- Asset Accounting
- Asset Lifecycle Management
- Audit Management
- Automatic Billing
- Bank Reconciliation
- Billable Items Tracking
- Billing Rate Management
- Budget Management
- Cash Flow Analysis
- Cash Management
- Chart of Accounts
- Check Processing
- Check Writing
- Customer History
- Collaboration Tools
- Configurable Workflow
- Consolidation/Roll-Up
- Customizable Reports
- Cost Tracking
- Cross Ledger Posting
- Currency Conversion
- Currency Management
- Customer Accounts
- Customer Statements
- Customizable Fields
- Customizable Invoices
- Customizable Rules
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Import/Export
- Data Visualization
- Document Management
- Document Storage
- Data Synchronization
- Dunning Management
- Expense Claims
- Expense Management
- Fee Calculation & Posting
- Grant Management
- Fund Accounting
- General Ledger
- Grant Award Tracking
- Financial Reporting
- Income & Balance Sheet
- Integrated Business Operations
- Inventory Auditing
- Inventory Control
- Key Performance Indicators
- Inventory Optimization
- Mobile App
- Invoice Creation
- Invoice History
- Inventory Management
- Inventory Replenishment
- Multi-Department/Project
- Mobile Receipt Upload
- Monitoring
- Multi-Channel Management
- Multi-Company
- Project Planning
- Invoice Processing
- Multi-Language
- Multi-Location
- Multi-Property
- Multiple Payment Options
- Multiple Projects
- Online Invoicing
- Multi-Period Recurring Billing
- Nonprofits
- Order Tracking
- Multi-Currency
- PO Reconciliation
- Performance Metrics
- Planning Tools
- Portfolio Management
- Project Tracking
- Procurement Management
- Profit/Loss Statement
- Progress Tracking
- Project Accounting
- Project Billing
- Overpayment Processing
- Project Templates
- Project Time Tracking
- Prioritization
- Project Workflow
- Purchase Order Management
- Receivables Ledger
- Recurring Invoicing
- Recurring Payments
- Refund Management
- Reporting/Analytics
- Reporting/Project Tracking
- Requisition Management
- Resource Allocation & Planning
- Revenue Management
- Revenue Recognition
- Sales Reports
- Search/Filter
- Self-Service Data Preparation
- Self-Service Reporting
- Supplier Management
- Third-Party Integrations
- Task Scheduling
- Task Progress Tracking
- Time & Expense Tracking
- Time Tracking
- Transaction History
- Timesheet Management
- Transaction Monitoring
- User Management
- Transaction Management
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Robust Financial Reporting & Dashboards
Users consistently highlight Sage Intacct’s advanced reporting capabilities. Custom reports, dimensional tagging, and real-time dashboards allow for deep visibility into financial data across departments or entities.
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Multi-Entity & Multi-Currency Support
Sage Intacct shines in handling multi-entity consolidations, foreign currencies, and intercompany transactions—making it a top pick for international or growing businesses.
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Cloud-Native Architecture
As a true cloud solution, users benefit from fast access, high availability, automatic updates, and seamless integrations, particularly with Salesforce and other SaaS platforms.
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Automation & Time Savings
Features like automated bank reconciliations, recurring billing, and workflow automation reduce manual tasks and help finance teams close the books faster.
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Audit Trails & Compliance Tools
Strong audit logging, role-based permissions, and built-in controls help with GAAP compliance and audit readiness, making it ideal for regulated industries.
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Scalability & Configurability
Users appreciate that Sage Intacct grows with them, offering scalable features without requiring a complete overhaul of systems as their company expands.
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Granular Dimensional Accounting
The use of dimensions (e.g., location, department, project) instead of rigid chart-of-accounts setups allows for much more flexible and informative financial analysis.
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Integration with Salesforce & Other Apps
The native Salesforce integration is especially praised by sales-driven companies that rely on syncing financial and operational data.
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User Interface Improvements
Recent updates have modernized the UI, making it cleaner and more intuitive, especially for non-accounting users.
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Strong Customer Support (for Premium Tiers)
Many mid-market customers report responsive, knowledgeable support when using Sage Intacct’s Premier or higher-tier plans.
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Steep Learning Curve for New Users
Many reviewers mention a significant onboarding challenge, particularly for teams new to cloud ERP or those migrating from simpler tools like QuickBooks.
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Cost Can Be High for Smaller Businesses
Sage Intacct’s pricing is generally considered premium, with add-ons and customizations increasing the total cost of ownership. It’s not ideal for budget-conscious companies.
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Customization Requires Technical Help
While flexible, deeper customization (e.g., custom workflows, advanced reports) often requires support from Sage partners or consultants, which adds to cost and complexity.
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Limited Native Payroll & HR Functionality
Unlike competitors like NetSuite or Microsoft Dynamics, Sage Intacct lacks a native payroll/HR suite—requiring integrations with third-party tools like ADP or Paychex.
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Mobile App Limitations
The mobile version is limited in functionality and not ideal for full financial operations, which some users feel hinders remote work efficiency.
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Feature Gaps in Budgeting and Forecasting
While Sage Intacct integrates with tools like Sage Budgeting and Planning, these are not native or always included—leading to additional costs for full planning functionality.
Disclaimer
Here at Tekpon's Global Buzz, we blend AI smarts with a human touch to offer a snapshot of user reviews from the web. While we carefully craft these summaries, please remember they reflect diverse user views and experiences, not Tekpon’s own opinions.
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Tell us your opinion about Sage Intacct and help others.
Sage Intacct is a cloud-based accounting software used for managing core financials, automating workflows, and delivering real-time financial insights. It’s ideal for mid-sized businesses and growing enterprises across industries like healthcare, construction, and nonprofits. Key features include:
- General ledger, accounts payable, and receivable
- Multi-entity and global consolidations
- Financial reporting and dashboards
- Project accounting and revenue recognition
Businesses use Sage Intacct to simplify complex accounting, improve decision-making, and scale financial operations efficiently.
“Sage” is the parent company offering a range of software solutions. Sage Intacct is their cloud-native ERP focused specifically on financial management. While Sage also provides desktop tools like Sage 50 or Sage 300, Sage Intacct is more advanced, offering:
- True cloud deployment
- Multi-entity management
- Real-time reporting and dashboards
- A modern API for integrations
In short, Sage is the brand, and Sage Intacct is its flagship accounting ERP for cloud-first finance teams.
Sage Intacct and QuickBooks both handle accounting, but Sage Intacct is more powerful and better suited for growing or complex businesses. Unlike QuickBooks, Sage Intacct offers:
- Multi-entity consolidation
- Custom workflows and approvals
- Advanced reporting and dashboards
- Stronger audit trails and compliance features
QuickBooks is ideal for small businesses, while Sage Intacct is designed for scalability and robust financial control.
Yes, Sage Intacct is a modern cloud ERP system focused on financial management. It covers core ERP capabilities like:
- Accounting and budgeting
- Cash management
- Project and grant tracking
- Financial planning and analysis (FP&A)
It’s trusted by finance leaders looking for automation, visibility, and flexibility without the heavy infrastructure of legacy ERPs.
Sage offers ERP solutions like Sage Intacct for financial management and also provides CRM capabilities through integrations. However, Sage itself is primarily known for ERP and accounting platforms. For CRM, Sage partners with platforms like Salesforce for seamless integration.
Sage Intacct doesn’t have a built-in CRM but integrates seamlessly with leading systems like Salesforce. This integration lets you sync customer data, automate sales-to-cash processes, and align sales with finance teams. It’s a popular choice for businesses seeking connected CRM and ERP environments.
Sage Intacct does not offer built-in payroll, but it supports payroll integration with third-party providers through its open Sage Intacct Marketplace and API. This allows users to automate payroll data syncing while maintaining compliance and accurate reporting.
Sage Intacct is known for its intuitive interface and flexible configuration options. Its modern dashboard, drag-and-drop reporting, and role-based access make it easier for finance teams to adapt quickly. Sage also offers robust training resources, community support, and implementation guidance.
The Sage Intacct login portal allows authorized users to securely access the platform online. From the dashboard, users can manage financial tasks, generate reports, and track KPIs. Role-based permissions ensure security and tailored access per team member.
The Sage Intacct Marketplace offers a curated ecosystem of pre-built integrations with over 200 business applications, including:
- Payroll and HR platforms
- CRM systems like Salesforce
- AP automation and expense tools
- Industry-specific solutions
It empowers businesses to extend Sage Intacct’s functionality with tools they already use.
Sage Intacct Construction is tailored for contractors and construction firms needing real-time financial visibility and project-based accounting. It enables:
- Job costing and budget tracking
- Multi-entity and project reporting
- Vendor and subcontractor management
It helps construction businesses improve efficiency and profitability through data-driven project insights.
The Sage Intacct API enables developers to integrate external applications with the ERP system. It supports:
- Data syncing between systems
- Workflow automation
- Custom app development
It’s well-documented, secure, and widely used by integration partners to build custom business solutions.
Sage Intacct training is available through self-paced courses, webinars, and certification programs. It covers all user levels—from beginners learning navigation to advanced users mastering reporting and automation. Training resources are also available in the Sage Intacct Community.
Yes, Sage Intacct for Healthcare supports multi-entity practices, compliance, and detailed reporting. It’s trusted by hospitals, clinics, and nonprofit health organizations for its:
- HIPAA-ready cloud platform
- Centralized financial visibility
- Grant, fund, and cost center tracking
It’s an ideal solution for healthcare providers needing both scale and control.
Sage Intacct integration partners include popular platforms like Salesforce, ADP, Bill.com, Expensify, and Stripe. These partnerships ensure seamless workflows across finance, HR, CRM, and payments, all accessible via the Sage Intacct Marketplace or API.
Popular Sage Intacct integrations include:
- Salesforce for CRM
- ADP and Paychex for payroll
- Expensify and Tallie for expenses
- Bill.com for AP automation
- Avalara for tax compliance
These help streamline operations and connect finance to every corner of your business.
The Sage Intacct Community is an online hub where users ask questions, share tips, access documentation, and connect with peers. It’s a valuable resource during implementation and day-to-day use.
Yes, Sage Intacct is a full ERP system designed to centralize and automate financial management. It’s cloud-native, scalable, and used across industries for accounting, reporting, planning, and compliance.
Sage Intacct support includes:
- 24/7 online case submission
- Phone and chat assistance
- Access to the Sage Intacct Community
- Product documentation and FAQs
Premium support packages offer dedicated account managers and personalized onboarding.
Sage Intacct implementation includes planning, system configuration, data migration, training, and testing. Most implementations are supported by Sage partners or certified consultants to ensure accuracy, compliance, and custom setup.
Sage Intacct vs NetSuite:
- Sage Intacct: Easier setup, focused on finance, more affordable for mid-sized companies
- NetSuite: Broader ERP capabilities, but often more complex and costlier
Sage Intacct is often preferred for its flexibility, open API, and rapid deployment.
Sage Intacct Planning is a budgeting and forecasting module that integrates directly with the core financials. It allows:
- Multi-scenario modeling
- Real-time collaboration
- Driver-based forecasting
It helps finance teams plan with agility and align budgets to strategic goals.
Sage Intacct pricing depends on company size, modules selected, and number of users. While no flat price is published, typical packages start around $15,000–$25,000 annually. For an accurate quote, businesses should request a custom demo.
AP automation in Sage Intacct streamlines invoice processing, approvals, and vendor payments. Features include:
- Automated invoice capture
- Role-based approval workflows
- Payment batch processing
- Integration with AP tools like Bill.com
It improves efficiency and reduces manual entry errors.
Top Sage Intacct competitors include:
- Oracle NetSuite
- Microsoft Dynamics 365
- QuickBooks Enterprise
- Xero (for smaller teams)
Sage Intacct stands out with its deep financial focus, best-in-class reporting, and ease of use.
