Sage - CRM

Our Verdict

Sage Intacct is a reliable and sturdy cloud-based accounting platform, well-suited for small to medium-sized businesses, backed by Sage’s decades-long reputation in business management software.

It is designed with efficiency and decision-making in mind. Features like accounts receivable and accounts payable automation, intelligent cash management, and AI-powered tools are crafted to reduce manual workload while enhancing accuracy. The inclusion of dashboards and customizable reports allows users to gain real-time insights into their financial performance, making it easier to track metrics and identify trends.

Endorsed by the AICPA, Sage Intacct excels in industries that require advanced functionality, such as subscription billing and revenue recognition. Its flexibility, seamless integrations, and focus on industry-specific needs make it a strong contender for professional finance teams.

Pros

Advanced automation saves time and reduces errors.
Real-time insights with customizable dashboards.
Multi-dimensional accounting for complex structures.
350+ integrations including Salesforce.
Scalable for multi-entity and multi-currency needs.

Cons

Steep learning curve for advanced features.
Higher cost than basic software.

Products & Pricing

Plans are all customized so that they fit your specific business needs. In order to talk to a Sage Intacct expert, you can contact them via the site, and get your own, custom pricing.

Business Plans

Custom Pricing

In-depth review

Add-ons and Integrations

Sage Intacct offers a wide selection of add-ons and integrations, giving small to medium-sized businesses the flexibility to tailor the platform to their unique requirements while effortlessly connecting with external tools.

With over 350 software integrations available through the Sage Intacct Marketplace, you can expand its functionality to meet your specific needs and create a truly customized solution for your business.

Key integration categories include:

Business Management: Apps for analytics, content management, and team collaboration.
CRM: Advanced tools for customer relationship management, financial automation, and streamlined workflows.
E-commerce: Solutions for payments, order and inventory management, and process automation.
Finance and Administration: Apps for asset management, payment processing, incentive compensation, and more.
HCM and Payroll: Tools for payroll, human capital management, and time tracking.
Inventory Management: Integrated apps for supply chain and warehouse management.
Point of Sale: Seamless integrations for payments, rental management, e-commerce, and inventory solutions.
Tax Management: Automations for sales tax, payroll tax, eFiling, and even cryptocurrency-related transactions.
Time and Expense: Efficient tools for managing time tracking and expense reporting.

Features & Functionality

Sage Intacct offers a comprehensive suite of features designed to streamline financial operations and support business growth. From AI-powered accounts payable and intelligent general ledger to advanced cash management and real-time dashboards, it provides tools that enhance efficiency, accuracy, and decision-making.

With capabilities like multi-dimensional accounting, subscription metrics, and order management, Sage Intacct caters to the needs of CFOs and finance teams, ensuring seamless integration, compliance with industry standards, and an intuitive, modern interface.

Accounts Receivable

Streamline your invoicing and payment collection process with tools designed to eliminate inefficiencies, speed up payments, and boost cash flow.

Accounts Payable Automation

Leverage AI-powered automation to save time by focusing on bill review and exception management. Automated bill entry and payment processing help reduce manual effort and streamline workflows.

Intelligent General Ledger

It combines AI and automation to enhance data accuracy and efficiency in accounting processes, allowing businesses to focus on strategy and decision-making.

Cash Management

Gain better visibility into your cash position with tools that automate complex cash management tasks and streamline workflows, saving valuable time and improving cash flow.

Dashboards and Reporting

Turn financial data into actionable insights with rich, customizable dashboards and real-time reporting. These tools provide deep insights that help organizations achieve peak performance.

Purchasing

Increase accuracy and efficiency throughout the procure-to-pay workflow, reducing errors and improving operational speed.

SaaS Metrics

Access detailed real-time metrics tailored for SaaS companies, enabling faster, more strategic decision-making with a comprehensive view of subscription performance.

Order Management

Simplify even the most complex quote-to-cash workflows. Save time, improve accuracy, and enhance profitability with streamlined processes for managing orders and billing.

Sage Intacct’s features address a wide array of financial challenges, making it a versatile solution for industries ranging from healthcare and nonprofits to professional services and SaaS organizations.

Ease of Use

Sage Intacct is designed with usability in mind, making it accessible for finance teams and business owners alike. Its intuitive, modern interface simplifies navigation, allowing users to quickly access essential tools and reports without unnecessary complexity.

The platform’s customizable dashboards provide real-time insights tailored to your needs, reducing the time spent searching for data. Automation features, such as accounts payable and receivable, streamline repetitive tasks, freeing up valuable time for more strategic activities.

Onboarding new users is straightforward, with comprehensive training resources and certifications available through the Sage Resource Center. For ongoing questions, the 24/7 live chat and unlimited phone support ensure that help is always available.

With open API capabilities and seamless integrations with other software, Sage Intacct fits easily into your existing workflows. Its focus on efficiency and simplicity makes it a practical choice for small and medium-sized businesses looking for a powerful, user-friendly accounting solution.

Customer Service

Sage Intacct provides reliable support to meet your business needs, whether you’re running a small or medium-sized organization. You can reach support at (877) 495-9904 for small businesses or (877) 897-6391 for medium-sized businesses, with the added convenience of 24/7 live chat. There are informative FAQs, plus you get unlimited phone support.

As part of the Sage community, you can connect with other users in forums, access practical business advice, and explore the Member Masterclass, which offers talks and articles from experts. The Resource Center provides live and on-demand training, certifications, and learning tools to help you get the most out of the platform. With these resources, you’ll always have support when you need it.