Sage Intacct: Independent Overview, Pricing, Modules and Pro's & Con's

ERP Analysis

Sage Intacct

Find out everything you need to know about Sage Intacct Cloud ERP.

We cover topics including functionality, industry fit, customer references, customer reviews, Sage Intacct pricing and implementation with our independent overview.

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Sage Intacct Pricing:

What is Sage Intacct?

Sage Intacct, also known as Intacct is an enterprise resource planning software from British software house Sage. It is a multitenant Cloud or software-as-a-service ERP tool which was designed for small to medium enterprises (SME's) offering a broad set of functionality including accounting, AP, AR, cash management, fixed assets, sales order management, procurement and purchasing, stock & inventory management, project management, expenses plus inbuilt reporting & business intelligence (BI).

Although it can be described as an enterprise resource planning solution, it is more often referred to as a financial management or accounting system due to its lack of supply chain related functionality. Despite this, additional functionality has been developed by Sage partners to increase its capabilities in additional areas, but due to its inherent limitations, Sage Intacct remains a favourite amongst professional services and people orientated businesses.

Sage Intacct Functionality Overview:

Sage Intacct is a Cloud (SaaS) ERP solution and finance management software with a comprehensive set of integrated functionality. In this section we have curated the core functionality which Sage Intacct offers:

Sage Intacct

Accounts Payable

At the core of accounts payable capbilities within Sage Intacct is the ability to set up approval matrixes and rules, allowing stakeholders across your organization to approve purchase requisitions and orders. Integrated budgeting also allows you to limit spending and stay in control of purchasing. 

Sage Intacct

Accounts Receivable

Accounts Receivable functionality in Sage Intacct allows streamlined analysis of aged debts, recurring revenue, deferred invoices plus inbuilt dashboards and reporting. Intacct also provides controls to give businesses the ability to create rules within the system. Collections functionality also enables you to provide customers with automatic reminders to ensure tight cashflow control.

Sage Intacct

Cash Management

Sage Intacct provides finance and accounting covering general ledger, accounts payable and receivable with comprehensive support for disparate organisations operating over several locations, countries and operating entities. It also covers revenue recognition.

Sage Intacct

General Ledger

Sage Intacct offers strong general ledger functionality, including continuous closing, configurable workflows, easy collaboration across your organization and inbuilt reporting. Multi-entity organizations are also well supported with easy controls to add, change or remove legal entities. Users can easily find problematic transactions from the inbuilt reporting capability, allowing you to easily drill down.

Sage Intacct

Order Management

Sage Intacct provides managing customer sales orders across various channels whether you sell face to face, online or elsewhere. This also provides tight integration into financials, fulfilment and the rest of the modules within Intacct.

Sage Intacct

Procurement

Purchasing within Sage Intacct provides visiblity on the end to end procure to pay cycle. The software allows easy configuration of purchase requisitions, purchase orders, quotes, returns.

Sage Intacct User Interface (UI)

Sage Intacct has a modern user interface which has been designed to operate on multiple devices. The solution optimises its user experience regardless of whether you access it via mobile, laptop or tablet.

Each user can have his or her access to the system restricted towards their role within the organization, allowing you to personalise screens with reports and modules related to their specific remit within the business.

Third Party Extensions

Sage Intacct expands the offerings of it's core modules with a host of third party extensions. Like most modern Cloud ERP solutions, these extensions are available via it's own dedicated online store, also known as the Sage Intacct Marketplace. The Sage Intacct Marketplace offers third party extensions which provide new capabilities across the product, extending accounts payable, accounts recievable, human capital management, CRM and more as well as offering integrations into other products. 

Some of the most popular extensions include:

• Expenses Management
• Blackline Account Reconcilliation
• Stripe Payment Gateway Integration
• Corrigo Facilities Management
• Bill.com accounts payable automation.
• Salesforce Integration
• Grants Management (for not for profit)
• Microsoft Dynamics CRM integration

Sage Intacct Demo

Get a personalized Sage Intacct Cloud ERP demonstration that meets your business requirements with ERP Research. 

We can organise demonstrations hassle free with as little as 48 hours notice depending on availability.

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 ## Sage Intacct History

Intacct was incorporated in 1999, San Jose, California. The Cloud enterprise resource planning (ERP) solution was one the first ERP platforms built from scratch to be delivered online. Hence the name Intacct (Int) representing internet and (acct) representing accounting. Clever, right? Although growth was organic in the early days, several investors quickly swooped in over the years, allowing Intacct to grow rapidly. Since then, Intacct has gathered over 14,000 customers.

In July 2017, British software company Sage Group PLC announced it would be acquiring Intacct for $850M. For Sage, the acquisition was seen as an attempt to increase its market share and relevancy in the Cloud ERP market.

Sage Intacct Deployment

Sage Intacct is offered only as a Cloud ERP solution, in a true Software-as-a-Service (SaaS) model. The solution is hosted by Sage themselves and includes quarterly upgrades and product support directly from the vendor.

Intacct cannot be purchased as a perpetual license or On-Premise solution.

ERP Vendor Overview

Sage Intacct Industry Fit

Which industries are best suited to Sage Intacct SaaS ERP and why?

Professional Services

Intacct is popular amongst professional services firms as it offers tight integration between billing, projects, time recording, finance and order management.

Software-as-a-Service (SaaS)

Intacct has built industry specific capability to handle the needs of software as a service organisations including subscription management and billing, tight integration with Salesforce plus a robust engine for revenue recognition and financial management.

Not For Profit

Sage Intacct has built strong capabilities for the not for profit space, with functionality covering grants management, budgeting and control, allowing membership organizations and charities to manage donor funds and ensure every dollar is well spent.

Sage Intacct Pro's & Con's

Sage Intacct Pro's & Strengths:

• Wide and deep functionality for financial management and people centric businesses.
• True Software-as-a-service (SaaS) Cloud ERP offering.
• Strong integration with Salesforce for best of breed finance & sales, service and marketing automation.

Sage Intacct Con's & Weaknesses:

• Not well suited to product centric or supply chain heavy industries such as manufacturing or distribution.
• Strong customer focus has meant very high customer satisfaction for Sage Intacct clients.

Sage Intacct Pricing

What does Sage Intacct cost?

Sage Intacct is based on subscription pricing which includes user access, hosting, upgrades and basic product support.

Sage Intacct Pricing:

Sage Intacct APIs (Application Programming Interface)

Sage Intacct allows for the integration of non-Sage applications and third party systems via its API system. The APIs within Sage Intacct allow developers to read, write and remotely control various modules within the system including general ledger, company console, cash management, accounts payable, accounts recievable, employee expenses, purchasing, order entry, inventory control, project and resource management, consolidation and contract management. 

The API's allow you to access the following functions,  plus many more:

• Advanced Audit Trails

• API Sessions

• Attachments

• Audit Trails

• Class Groups

• Classes

• Contacts

• Department Groups

• Departments

• Entities

• Exchange Rates

• Financial Setup

• Inter-Entity Transaction Configuration

• Location Groups

• Locations

• Queue Administration

• Roles

• Subscriptions

• User Groups

• Users

• Account Allocation Groups

• Account Allocations

• Account Balances

• Account Group Purposes

• Account Groups

• Accounts

• Budgets

• General Ledger Details

• Journal Entries

• Recurring Account Allocations

• Reporting Periods

• Statistical Accounts

• Statistical Journal Entries

• Transaction Allocations

• Trial Balances

Sage Intacct Frequently Asked Questions (FAQ)

Is Sage Intacct an ERP?

Sage Intacct covers many of the same functionalities of an ERP software, but many consider it to be a finance or accounting system. This is because it does not cover supply chain heavy or product based businesses particularly well as it does not have a robust warehouse management or manufacturing capability out of the box.

Does Sage Intacct integrate with Salesforce?

Yes. Sage Intacct & Salesforce have strong integrations and the company has been working together for several years to make this happen.

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