Sage Intacct Review

Read our Sage Intacct review to determine if this is the right enterprise resource planning (ERP) software for your company’s needs

Sage Intacct Review
  1. Sage Intacct Review: What is Sage Intacct?  
  2. Sage Intacct Review: Features    
  3. What does Sage Intacct do?  
  4. What is Sage Intacct software used for?   
  5. Sage Intacct Review: company overview
  6. Sage Intacct Review: Is Sage Intacct the right ERP for your business?

For certified public accountancy (CPA) firms and corporations, Sage Intacct is a cloud-based enterprise resource planning (ERP) software that enables businesses to have real-time financial management information using reporting that follows American Institute of Certified Public Accountants (AICPA) standards.

For accountants and financial analysts, some of the core financial features that Sage Intacct offers are accounts payable, accounts receivable, cash management, general ledger, order management, and purchasing management.

Sage Intacct also allows businesses to maximize their human resource and people management modules and their third-party app integration feature to solve core integral business processes issues.

For businesses that want to simplify and streamline their accounting processes and save time for more financial and accounting-related tasks, Sage Intacct can be the right financial management solution and enterprise resource planning solution for you.

In this review of Sage Intacct, HRD will review Sage Intacct’s financial and accounting-related features that can augment all relevant core financials processes. We’ll also help you navigate through Sage Intacct’s features and figure out which of its ERP solutions you can use.

Sage Intacct Review: What is Sage Intacct?

A cloud-based Software-as-a-Service (SaaS) enterprise resource planning (ERP) platform, Sage Intacct is primarily focused on providing financial management and accounting support for small- to medium-sized businesses. Using artificial intelligence and automation, Sage Intacct helps reduce accounting errors, get insight on key financial metrics, and provide significant time savings that allow financial analysts and accountants to make sound financial decisions.

 Sage Intacct is one of the few financial management software and ERP platforms endorsed by the American Institute of Certified Public Accountants (AICPA).

Sage Intacct Review: Features

As a cloud-based Software-as-a-Service (SaaS) subscription platform, Sage Intacct is a financial and accounting-centric software that enables your business to engage with and automate all core financial and accounting business processes.  

With Sage Intacct’s financial and accounting platform, businesses can take advantage of the various features that can streamline your business processes. Here are some of Sage Intacct’s features:

Accounts Payable:

Your business can automate your accounts payable processes, track approvals and report real-time, and create internal controls that enable you to set spending limits to maintain budget compliance.

Accounts Receivable:

Sage Intacct’s platform allows your business to shorten invoice and payment cycles, automate collection by dunning and collecting notices, gain real-time visibility to customer histories, aging balances, and integrate your order management processes as well as offer more payment options.

You can also manage subscriptions more easily by attaching documents to transactions for thorough recordkeeping and integrate other CRM solutions to the AR module to offer accurate sales tax calculations.

Cash Management:

Sage Intacct updates you on all transactions and payments across all accounts in real time. You can also import statements to automatically reconcile your accounts, manage bank errors, monitor fraud, and maintain accurate cash balances.

General Ledger:

Using Sage Intacct’s automation, the extensive general ledger allows businesses to show accurate and up-to-date reports across a varied combination of metrics and dimension values. You can also manage multiple complex financials for multiple entities with automation to get consolidated statements that automate currency conversions easily.

You have the option to see the difference between accounting statements in U.S. GAAP (Generally Accepted Accounting Principles) and IFRS (International Financial Reporting Standards).

Order Management:

Automate your order management cycle with Sage Intacct by automatically filling out order fulfillment forms, billings, revenue accounting statements. You can also integrate Salesforce CRM to enable quote-to-order cycle and Avalara to calculate sales tax per jurisdiction.


Achieve accuracy, speed, and visibility with Sage Intacct’s structured transaction and approvals module. Use the Purchasing function to create a purchase approval workflow that enables you to monitor budget versus actuals, analyze costs, and accelerate purchase requisitions and approvals. You can also track budget performance, compare purchase quotes, and set spending limits.

What does Sage Intacct do?

For any small- to medium-sized business, Sage Intacct manages your accounting processes and finances, gives you real-time financial reporting and analytics, and helps you manage ledgers, billing, inventory, and reconcile statements and accounts.

Other additional key features included in Sage Intacct’s ERP platform include:

Time and expense management     Check delivery service
Multicurrency and global consolidations     Inventory management
Project costing and billing          Planning
Fixed assets   Interactive custom report writer
Spend management      Digital board book
Contract revenue management          Dynamic allocations
Contract and subscription billing         Nonprofit revenue recognition
Sales and use tax    Salesforce Integration

What is Sage Intacct software used for?

Sage Intacct is primarily used by small- to medium-sized accounting firms to provide easier financial reporting and operational insights to equip businesses with the right information for any financial decision-making process.

You can also use Sage Intacct to automate critical financial processes with its wide array of core accounting applications as well as use its open API structure to integrate various third-party solutions, such as Salesforce and ADP.

Here’s a short video overview of how Sage Intacct works:


Is Sage Intacct an ERP system?

Yes. Sage Intacct brings various benefits from being an ERP platform with a primary focus on accounting and financials. However, it is marketed and appears to be a “Best-In-Class Accounting” software rather than an Enterprise Resource Planning (ERP) solution.

While Sage Intacct does have functionality in areas such as manufacturing, distribution, supply chain and inventory management, and human resources and payroll management, its expertise really lies in accounting and financials.

Who uses Sage Intacct?

Trusted by over 20,000 users worldwide, Sage Intacct’s ERP platform is for various small- to medium-sized businesses and their employees—enabling them to make use of their robust financial and accounting features and capabilities to their full use. 

Sage Intacct also serves businesses in different industries such as:

  • Financial services
  • Healthcare
  • Hospitality
  • Manufacturing
  • Nonprofits
  • Professional services
  • Subscription and SaaS
  • Wholesale distribution

What companies use Sage Intacct?

Some of the well-known businesses and organizations that use Sage Intacct include:

Sage Intacct review client logos

How much does Sage Intacct cost?

Sage Intacct offers three package options depending on the modules, number of users, and licenses required: Sage Intacct Essentials, Sage Intacct Pro, and Sage Intacct Bespoke.

Sage Intacct’s team can create a customized pricing quote to suit your business’s needs and specifications. Just choose “request pricing” on their website.

Sage Intacct Review: company overview

Headquarters address: 300 Park Avenue Suite 1400 San Jose, California 95110, USA

Year established: 1999

Size (number of employees): 500+ employees as of 2021

Office locations: Atlanta, Georgia USA and Bengaluru, India

Key people: Steve Hare (CEO), Jonathan Howell (CFO), Walid Abu-Hadba (Chief Product Officer), Aziz Benmalek (President - North America, EVP partners & alliances), Derek Bleeker (President - EMEA), Vicki Bradin (General counsel, company secretary), Amanda Cusdin (CPO), Aaron Harris (CTO), Cath Keers (CMO), Amy Lawson (Chief Corporate Affairs Officer).

Founded by Odysseas Tsatalos and David Chandler Thomas in 1999 in San Jose, California, Intacct was designed to be one of the first accounting applications that used cloud technology to serve medium- and large-sized businesses with an ERP platform that consolidated e-commerce, financials, and accounting.

Acquired by British multinational accounting firm Sage Group (The Sage Group LLC) in 2017, Intacct was rebranded as Sage Intacct.

Who are the competitors of Sage Intacct?

Although Sage Intacct is a well-known ERP software, there are other competitors in the business support industry that could be a better fit for your needs, such as:

Sage Intacct Review: Is Sage Intacct the right ERP for your business?

With the progressive financials-focused Sage Intacct being one of the most trusted ERPs in the business support industry, its recognition by AICPA can be compelling for businesses. With its third-party open API development capabilities, your business can integrate your CRM and HR software into Sage Intacct as easily as other ERP software in the market.

If your business relies heavily on accounting and financials as the foundation of your business, Sage Intacct may be a good fit for you. Its focus on predictive analytics, automation, and real-time data can help you make sound financial decisions based on accurate accounting and financial reporting. Overall, Sage Intacct may be the choice for your business if you want to streamline your accounting processes, gain complete financial visibility, and drive financial growth with informed decision-making. 

Do you think that Sage Intacct would work well for your business? If you’d like to look at other options for ERPs, see our HR software reviews page

Do you have any experience using the Sage Intacct platform? Share your own Sage Intacct review in the comments below.

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