Sage CA - Accounting Software

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 customisable 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

Pro Accounting

The Pro Accounting plan is perfect for small businesses looking for essential accounting tools at an affordable price of $61.92/month. It includes single-user access, cloud-connected desktop software, invoice and bill tracking, purchase order and approval, expense management, automated bank reconciliation, inventory management, job management, and fraud protection with Sage Security Shield. Payroll integration and a dedicated support plan are also available to keep your operations running smoothly.

Premium Accounting

Priced at $103.92/month, the Premium Accounting plan is ideal for growing businesses needing advanced tools and multi-user access. Supporting 1-5 users, it includes everything in Pro Accounting, plus purchase order and change order management, advanced budgeting and reporting, multiple company consolidations, serialized inventory tracking, advanced job costing, and audit trails. This plan provides the robust features needed for businesses managing more complex operations.

Quantum Accounting

At $177.17/month, the Quantum Accounting plan is built for larger teams requiring advanced collaboration tools and faster performance. Supporting 1-40 users, it includes everything in Premium Accounting, plus role-based user permissions, faster data processing, order process workflows, and workflow management. Quantum Accounting offers the full Sage 50 experience, ensuring businesses can streamline operations and manage high-level tasks efficiently.

Pro Accounting

$61.92 /mo

Premium Accounting

$103.92 /mo

Quantum Accounting

$177.17 /mo

In-depth review

Features and Functionality

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

With capabilities like multi-dimensional accounting, subscription metrics, and order management, Sage Intacct is built to meet the needs of CFOs and finance teams. The platform ensures seamless integration with other tools, compliance with industry standards, and a modern, intuitive interface.

Accounts Receivable

Streamline invoicing and payment collection with tools that eliminate inefficiencies, speed up payments, and boost cash flow.

Accounts Payable Automation

Leverage AI-powered automation for bill review and exception management. Automated entry and payment processing reduce manual effort and simplify workflows.

Intelligent General Ledger

Combines AI and automation to improve data accuracy and streamline accounting, allowing businesses to focus on strategy and decision-making.

Cash Management

Enhance visibility into your cash position with tools that automate complex cash management tasks, save time, and improve cash flow.

Dashboards and Reporting

Turn financial data into actionable insights using customisable dashboards and real-time reporting. These tools provide deep insights that drive organisational performance.

Purchasing

Increase accuracy and efficiency across the procure-to-pay workflow, minimising errors and optimising operational speed.

SaaS Metrics

Access detailed, real-time metrics tailored for SaaS companies to support faster, more strategic decisions and improve subscription performance management.

Order Management

Simplify complex quote-to-cash workflows, improving accuracy, saving time, and boosting profitability through streamlined processes.

Sage Intacct’s broad set of features addresses a wide range of financial challenges, making it a versatile solution for industries like healthcare, nonprofits, professional services, and SaaS organisations. Its flexibility and industry-specific capabilities make it an ideal partner for businesses looking to optimise financial management and drive growth.

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 customised 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.

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 access essential tools and reports quickly without unnecessary complexity.

The platform’s customisable 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 1 (866) 996-7243, 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.