Sage Intacct - CAN Customers Only

What do you like best about the product?

What I love most about Sage Intacct is that it frees me from manual data entry and lets me focus on strategic analysis. The multi-dimensional general ledger is a game-changer; instead of managing a bloated chart of accounts, I can easily tag and slice data by project, vendor, or department with a few clicks. For multi-entity management, it completely eliminates the month-end spreadsheet shuffle by automating intercompany transactions and providing a consolidated view instantly. The embedded AI also gives me huge peace of mind by catching ledger anomalies early and allowing for a continuous "soft close" rather than a brutal month-end crunch. Finally, its open API seamlessly connects with our existing stack like Salesforce and Ramp, keeping all of our financial and operational data unified in one reliable source of truth.

What do you dislike about the product?

While I appreciate Sage Intacct, there are definitely things that frustrate me. The initial setup and learning curve are incredibly steep; it takes a long time to get comfortable navigating the system unless you are already an expert. The custom report builder is also way too complex and rigid. Trying to create a specific layout feels like a chore, and exporting to Excel removes all the active formulas, leaving me to manually rebuild them. I also dislike the pricing model for add-on features. Essential capabilities like budgeting, advanced inventory management, or credit card processing aren't always native and require expensive add-on modules or third-party integrations. Lastly, the user interface can sometimes feel a bit dated, requiring way too many clicks just to complete a standard, everyday task.

What problems is the product solving and how is that benefiting you?

Before using Sage Intacct, our biggest problems were data silos, constant manual entry, and a chaotic month-end close driven by disconnected spreadsheets. Sage Intacct solves this by centralizing all of our financial operations into a single, automated cloud environment. It eliminates the problem of a bloated chart of accounts through its dimensional tagging, which saves me hours of manual data manipulation. It also fixes the massive headache of manual multi-entity consolidation by automating intercompany transactions and currency conversions natively. For me, the direct benefit is an incredible amount of saved time and reduced stress. I no longer have to chase down data or worry about human errors in broken spreadsheets. Because the software handles the tedious data-entry grind and catches anomalies automatically, I can deliver real-time financial insights to leadership instantly. It ultimately shifts my role from a reactive data-handler to a proactive strategic partner.

What do you like best about the product?

It has strong internal controls and is easy to use. It takes no time at all to catch on to the way it works.

What do you dislike about the product?

I would say that the thing about it that would be the only negative is the fact that you have to pay for additional modules. I understand why, but it would be nice if it could be included in the subscription cost.

What problems is the product solving and how is that benefiting you?

It is bringing together 4 companies that were all operating on different accounting software's. There was a difficult time getting reporting and locking down each software and everyone operating differently.

What do you like best about the product?

Reporting capabilities are leaps ahead of the prior software we were using. the capability of creating custom dimensions and the project/grant module have streamlined so much of the work our non-profit was doing manually prior to the switch.

the interface takes some getting used to for anything beyond basic AP/AR/cash management, but once you are comfortable with the menus, it really opens a lot of possibilities, specially with custom reporting and dashboards.

What do you dislike about the product?

I understand that the point of this software is to skip the use of excel, but we live in a world ruled by the worksheet and intacct lacks direct integration with microsoft excel unfortunately. and every report you download in excel form is not formatted correctly so excel believes it's a website and will try to save it as such.

additionally, not having basic fields like account name readily available on the general ledger as a field to be included on every line in an excel document means that General ledger downloads are really limited to CSV. if the report does not come out of intacct exactly as needed, then there is a lot of formatting that is required still.

Additionally, the dashboards lack a really print-friendly format, if your exces require dashboards but refuse to use the portal and want PDF/printed dashboards, it makes it really difficult to find the right formatting

What problems is the product solving and how is that benefiting you?

reporting, allocations of grants is a breeze if you set up the system correctly. it's still lacking a lot of sophistication in the AP approcals and payment approvals. the workflows are clunky.

What do you like best about the product?

I like being able to run a single Trial Balance Report for multiple entities, instead of having to run separate reports for each one individually. You can also build custom reports

What do you dislike about the product?

Once I’ve created a recurring journal, there doesn’t seem to be any option to edit or amend it afterward.

What problems is the product solving and how is that benefiting you?

N/A

What do you like best about the product?

It’s faster, with no lag issues. It also handles complex dimensions well.

What do you dislike about the product?

It still feels old-school compared to other competitors, especially in terms of graphics and overall UI.

What problems is the product solving and how is that benefiting you?

Handling multiple entities is much easier with this. Overall, it saves time, reduces errors, and makes our finance processes more efficient.