Sage Intacct Review

flag Trusted by 20K+ businesses
  • Hundreds of seamless integrations

  • Great for Multi-entity and global consolidations

  • Create multi-user accounts for employees

  • Instantly turn estimates into invoices

Pros & Cons

  • Easy-to-use interface
  • Customizable according to industry
  • Feature rich software
  • Potential learning curve
  • Pricing not available on site

Plans & Pricing

A request for pricing must be sent to Sage Intacct to receive a quote.

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Sage Intacct is a cloud-based financial accounting software tailored for small to mid-sized businesses. It offers core accounting functions like general ledger, accounts payable, and receivable, along with features for reporting, project accounting, and global consolidations. Its open API allows integration with various systems, aiming to provide visibility and agility for informed decision-making and fostering digital transformation.


  • "Price"
    8 /10
  • "Features"
    9 /10
  • "Ease of Use"
    8 /10
  • "Help and Support"
    7 /10

Features and Functionality


Fully customizable and the customer can create and share as many as they would like. The dashboard provides and overview of the most important metrics like cash on hand, revenue YTD, customer aging, and revenue by entity just to name a few.

Dynamic Allocations

Sage Intacct’s Dynamic Allocations ditches spreadsheets for automated allocation of costs, revenue, assets, and liabilities. This saves time, boosts accuracy, and gives a clearer view of your business performance.

Accounts Payable and Accounts Receivable Automation

Accounts payable include the automation and tracking of payments to vendors and suppliers. The features it has to assist and make it easier and include:

  • Payment scheduling
  • Check printing
  • Open purchase order alerts
  • Document management
  • Direct ACH
  • Bill payment
  • Vendor records

Accounts receivable automation includes the management and automation of invoices and collections. The features included are:

  • Statements, invoices, and receipts
  • Payment reminders
  • Customer records
  • Auto billing
  • Refund checks

Inventory Tracking

The software syncs orders and stock to maintain a real-time picture of inventory. It also supports multiple methods such as LIFO and FIFO.

Ease of Use

Sage Intacct has a very intuitive interface so it won’t take too long to figure out how to use the platform. There may be a slight learning curve for customers who are new to platforms or coming from smaller businesses. The SaaS platform can be used on any browser or mobile device as well. The landing page is typically set up as a dashboard and the user will be able to have as many dashboards as they want. Dashboards are handled with security and only the people with access to that dashboard can see it.

The dashboards can also have filters on them (such as date, department, and state). It is simple to navigate and shows all the features needed in accounting. There are online tutorials for extra clarification and assistance that can be found on the support resource page.

Add-ons and Integrations

Salesforce Integration

Sage Intacct Salesforce integration allows for a seamless workflow between sales, revenue operations, and finance. Benefits of this integration include ease of sharing data, visibility into customer data, providing a shared system of record, and an automated quote-to-cash process that saves time, reduces errors, and accelerates cash flow.

Sage Intacct Platform Services

PaaS is a cloud-based system that allows users to extend Sage Intacct with custom applications and data objects. This enables users to customize Sage Intacct to better meet their specific business needs. Some of the benefits of Platform Services include: creating custom fields, tabs, and reports; building custom applications; and mapping and managing solutions.


Sage Intacct is designed to play well with others. It integrates easily with various business tools using APIs, letting you pick what works best for you. Plus, their platform tools help customize the experience to your specific needs.

There are a number of plug-ins available to expand the core functionality of the software and the base package with the included features.

Customer support

Sage Intacct customer support is available via phone during business hours as well as after hours. Sage Intacct offers a large selection of help on the support page of their website. The community and knowledgebase pages are only accessible for customers, however, the help center, events calender, and social media are available for everyone.

Customers will also be assigned an account manager as their primary point of contact. They are able to assist with an array of account related subjects such as subscription, products, and more.

  • 24/7 Help & Support
    A knowledge base and community forum that are available around the clock.
  • Phone Support
    Phone support is available 24/7.
  • Blog
    There is a blog available on the website.

Final Word

Sage Intacct offers a compelling cloud-based accounting solution for small and mid-sized businesses. Its user-friendly interface, robust features including dynamic allocations and automation, and seamless integrations with CRM and business tools make it a powerful platform. Sage Intacct integrates seamlessly with popular CRM systems like Salesforce, fostering a unified view of sales, revenue, and finance. Additionally, the open API allows for further customization and integration with various business tools. However, potential users should be aware of a few limitations.  Sage Intacct may not be ideal for businesses requiring in-depth operational functionality beyond core accounting. Additionally, there might be a slight learning curve for those new to cloud-based platforms or transitioning from smaller systems.

Overall, Sage Intacct is a strong contender for businesses seeking a scalable and customizable accounting solution that prioritizes financial reporting, automation, and integration capabilities. If these aspects align with your needs, Sage Intacct deserves a closer look.

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