# Compare Sage Intacct vs TrustBooks 2026 | Capterra

> Unsure of what to choose? Check Capterra to compare Sage Intacct and TrustBooks based on pricing, features, product details, and verified reviews.

Source: https://www.capterra.com/compare/76-145679/Intacct-vs-TrustBooks

---

# Sage Intacct vs TrustBooks Features and Cost Comparison

Last updated March 24th, 2026

Provider data verified by our Software Research team, and reviews  
moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/)

Your comparison:

Sage IntacctTrustBooks2/4 selected

[Sage Intacct](https://www.capterra.com/p/76/Intacct/)[4.3 (606)](https://www.capterra.com/p/76/Intacct/reviews/)

[TrustBooks](https://www.capterra.com/p/145679/TrustBooks/)[5.0 (107)](https://www.capterra.com/p/145679/TrustBooks/reviews/)

[## Sage Intacct](https://www.capterra.com/p/76/Intacct/)[4.3 (606)](https://www.capterra.com/p/76/Intacct/reviews/)

Starting Price

Contact vendor

Value-for-Money

4

Functionality

4.2

Ease of Use

4.2

Customer Service

4

Reviews Sentiment

HK

Based on [606 reviews](#user-reviews)

Positive

521

Neutral

63

Negative

22

[## TrustBooks](https://www.capterra.com/p/145679/TrustBooks/)[5.0 (107)](https://www.capterra.com/p/145679/TrustBooks/reviews/)

Starting Price

$49.00/month

Value-for-Money

4.9

Functionality

4.9

Ease of Use

4.9

Customer Service

5

Reviews Sentiment

SR

MS

Based on [107 reviews](#user-reviews)

Positive

107

Neutral

0

Negative

0

## Summary

* * *

Key features rated by users

Features selected based on 7,457 reviews from accounting software users.  
about the Fit Score methodology.

Fit Score methodology

Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about.

  

If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology

71%Fit

Missing features

Feature ratings

Chart of Accounts

4.6

Income & Balance Sheet

4.4

Data Security

NA

Document Management

4.5

Financial Reporting

4.1

\--%Fit

Missing features

Not enough reviews

Feature ratings

Chart of Accounts

NA

Income & Balance Sheet

\--

Data Security

NA

Document Management

NA

Financial Reporting

5.0

User satisfaction

User satisfaction

4.3

User reviews[606](https://www.capterra.com/p/76/Intacct/reviews/)

Ease of use

4.2

Functionality

4.2

Value for money

4.0

Customer support

4.0

User satisfaction

5.0

User reviews[107](https://www.capterra.com/p/145679/TrustBooks/reviews/)

Ease of use

4.9

Functionality

4.9

Value for money

4.9

Customer support

5.0

Price starts from

Price starts from

\--

-   Free version
-   Free trial

Price starts from

$49Flat Rate, Per Month

-   Free version
-   Free trial

Best for

Best for

Best for growing organizations exceeding $5M in annual revenue seeking robust cloud accounting/financial software for real-time reporting & automation to streamline operations & support scalability.

Best for

Small law firms and solo attorneys

## User reviews

Pros & cons

HK

HEMANT K.

Manager

> "The dimensional accounting model and real-time dashboards significantly improved financial visibility and decision-making, while features like..."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7083304)

LJ

Laura J.

CFO

> "What we like least about Sage is inability to correct invoices in AP or AR after paid and not having automated fund balancing."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7047167)

HK

HEMANT K.

Manager

> "It is a robust, cloud-native financial management system that delivers strong core accounting, excellent reporting, and solid scalability for..."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7083304)

RD

Ross D.

Corporate Controller

> "This makes searching for transactions and trying to follow what happened in the system very difficult because I'm not able to view all the info..."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7080258)

AS

Alex S.

Director of Financial Operations

> "The dimensional reporting is a standout feature, allowing for detailed insights across programs, locations, and funding sources without..."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7117224)

RD

Ross D.

Corporate Controller

> "Additionally, it feels like I'm not able to customize reports to provide all the information I need in one place."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7080258)

RK

Raiyan K.

Accountant

> "Some of their features of invoice management and payment processing is game changer knowing how easy the interface is and how easily you can..."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7050465)

HD

Haley D.

Accounting Admin

> "Certain entries are unable to be deleted permanently rather there is a "reversed" option which essentially does perform the same act however..."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7115619)

SB

Shawna B.

Accountant

> "After implementing automation, we eliminated a lot of repetitive tasks in AP/AR and month-end, which significantly improved accuracy and..."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7050225)

DS

David S.

President

> "Cost is becoming unreasonable from initial start of contract. Despite discussions about this, the account manager continues to try and get more..."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7080298)

PM

Phillip M.

CFO

> "Real-time access, clear audit trails, and solid internal controls make audits smoother and reduce manual reconciliations."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7051702)

RD

Ross D.

Corporate Controller

> "Then once the GL data is displayed, I'm not able to sort it in any way (largest to smallest, etc.)."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7080258)

RW

River W.

Staff Accounting

> "I would switch accounting software in a heartbeat if it were my decision to make to one with adequate customer support, such as dedicated..."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___6885095)

CS

Christopher S.

Accountant

> "One of my employees has an issue where the functionality of Sage Collaborate stopped working and it has been almost a month with no resolution."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7082885)

PM

Phillip M.

CFO

> "Sage Intacct is a strong fit for nonprofits that need transparency, compliance, and multi-dimensional financial insight."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7051702)

LJ

Laura J.

CFO

> "I like the product more than our prior software, however, the implementation company we used was terrible and I feel like we are not getting..."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7047167)

HK

HEMANT K.

Manager

> "Overall, it felt like a modern, cloud-native ERP that delivered strong controls and transparency while still being flexible enough to adapt to..."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7083304)

BN

Branden N.

Carpenter

> "It’s hard to get your general ledger to balance every month and to upload my checks, especially with the positive pay service"

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___6784011)

AH

Abby H.

CFO

> "It also integrates smoothly with systems like ADP, which keeps our data consistent across platforms."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7040030)

MM

Matt M.

VP CFO

> "Bugs and Issues - my background is IT and I am shocked at the number of bugs and issues we continue to face."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7080314)

JC

Jackie C.

Director of Finance

> "The implementation was pretty easy, the various input screens within the applications are similar, so training is easier, the many dimensions..."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7010840)

JC

Jacob C.

CEO

> "The onboarding and configuration was handled so poorly that we haven't been able to close our books for almost a year."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7056057)

AS

Alex S.

Director of Financial Operations

> "In terms of value for money, Sage Intacct delivers a high-quality solution that scales well as organizational needs evolve."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7117224)

JM

John M.

CFO

> "certain things like reporting and invoices etc are very complicated and difficult to make updates to ."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___6851682)

HR

Hayley R.

Accounts Payable Manager

> "Overall, Sage has given our team an easy to use home base for our accounting records and allows us to alter and integrate addons that..."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7022703)

AM

Anita M.

Finance director

> "This process is creating hundreds of account code combinations and making the audit much harder"

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7010847)

AW

Amber W.

Senior Director of Finance

> "It allowed us to report from various angles which helps with efficient decision making."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7117339)

VR

Verified Reviewer

Controller

> "Biggest complaints my staff have had with using Sage Intacct is that it isn't as easy to delete or correct mistakes like in QuickBooks Online."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___6869531)

VR

Verified Reviewer

Controller

> "Integration with Rippling Payroll and Rippling Spend has streamlined our workflows, especially in payroll and expense management."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___6869563)

CC

Cory C.

CFO

> "Very poor implementation, worst of any implementation ever completed of an accounting or ERP system."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7080488)

HD

Haley D.

Accounting Admin

> "With Sage Intacct I have had the pleasure of being able to use its advanced financial reporting for otherwise complex business structures."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7115619)

NB

Nicole B.

Controller

> "The fixed asset module is cumbersome versus what I would expect."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7112218)

VR

Verified Reviewer

Controller

> "The ability to use customized fields, dimensions, reports, etc. makes it far superior to other accounting software."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___6869531)

AW

Amber W.

Senior Director of Finance

> "I wish there were more canned reports that can be edited."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7117339)

PK

Patricia K.

VP, Finance and Operations

> "it enables the accounting team to be hyper efficient and focus efforts on higher level tasks. "

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7114719)

NM

Natasha M.

Controller

> "Customer support can be difficult to get through to if you’re in Canada- sometimes you can get transferred a few times."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___6813495)

NM

Natasha M.

Controller

> "User friendly, the best reports that allow you to drill down into each entry- multi date income and balance reports, upload payroll"

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___6813495)

AK

Abby K.

Accounting Manager

> "Also, implementation can be complex and time consuming, especially for multi entity setups."

[See full review](https://www.capterra.com/p/76/Intacct/#SoftwareAdvice___6850257)

MF

Mitch F.

HR Data and Insights

> "It delivered precise calculations and offered a comprehensive solution for handling employee payments, which was crucial for accurate payroll..."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___6553305)

JK

Janell K.

ACCOUNTING MANAGER

> "We aren't able to batch AR Credit Card Payments or Email invoices, it must be done individually."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___6421633)

CS

Courtney S.

Accounting Supervisor

> "Overall, it has increased our efficiencies, saved time, allowed for easier reporting structure and reporting options to provide to management."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7001244)

KS

Kimberly S.

CEO

> "I have one client that spent $60k on a software she didn't need because a Sage representative told her your software couldn't do what she..."

[See full review](https://www.capterra.com/p/76/Intacct/#SoftwareAdvice___6855770)

AK

Abby K.

Accounting Manager

> "Sage Intacct's customizable reporting and dimensional tracking made financial analysis much easier for our team."

[See full review](https://www.capterra.com/p/76/Intacct/#SoftwareAdvice___6850257)

AC

Amy C.

CFO

> "The budget module was a bit hard to figure out my first time. "

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7117251)

SB

Stacy B.

Senior Director of Finance

> "It's good, the software needs to have more flexibility when trying to change information or delete certain things"

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7085660)

AD

Andrea D.

chief operating and financial officer

> "Product support is spotty, especially when it comes to API integrations. And some things are very hard to do in Sage Intacct, that were..."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___6445497)

PM

Phillip M.

CFO

> "Accessible from anywhere, with strong role-based permissions and the ability to grow with the organization."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7051702)

MF

Mitch F.

HR Data and Insights

> "My role meant I wasn’t a day to day user but more ad-hoc when required and for reporting. If you use this every day then you may not share my..."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___6553305)

SP

Sara P.

Chief Financial Officer

> "Sage Intacct is a game-changer for organizations looking for a cloud-based accounting solution that scales with them."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___6855670)

SS

Summer S.

Chief Financial Officer

> "We have been able to negotiate 5-6% increases most years, but for a small non-profit, it is not sustainable."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___6885098)

AT

Anna T.

Finance Specialist

> "The reconciliation function has allowed us to become much more efficient with our month end process - what used to take us roughly 5 days now..."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___6626092)

BM

Brian M.

Lead Pastor of Operations

> "Finding what you need can be taxing at times."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7082930)

VR

Verified Reviewer

Controller

> "Sage Intacct is a robust, scalable solution that gives our finance team the tools to work smarter and more efficiently."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___6869563)

SH

Steve H.

Project Manager

> "The inventory system is not suitable for our needs."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___6855605)

FS

Florian S.

Accountant

> "Sage Intacct offers strong financial management tools, real-time reporting, and easy scalability for growing businesses."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___6544735)

AS

Adeniran S.

Associate Traveling Secretary

> "Unfortunately, Sage Intacct has limited focus on non-financial aspects such as HR and supply chain -"

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___6649113)

HD

Haley D.

Accounting Admin

> "Overall using this cloud accounting system has proven to be a great automation system for my companies"

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7115619)

AD

Alpha D.

Accountant

> "The tool is complex to learn, expensive, and its implementation may require time and expert assistance."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___6870400)

JM

John M.

CFO

> "Solid accounting system with good controls, to efficiently process transactions and month-end."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___6851682)

PP

Pankaj P.

Finance head

> "There is no chat option available in support section. And their contact information provided over there are not much helpful."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___6594976)

AS

Alex S.

Director of Financial Operations

> "Overall, it provides strong controls and visibility for finance teams."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7117224)

CL

Christopher L.

Controller

> "Some bugs and deficiencies in features."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___6828828)

KH

Kevin H.

Controller

> "What I like most about Sage Intacct is the ease of use and the cloud based program so that it can be access anywhere."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7080242)

MB

Melissa B.

Director Operations

> "We spend more then needed since we cannot remove international currency and we never even used it."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___6421565)

LD

Lily D.

HR Generalist

> "Our accounting team has everything set up for us so inputting the expenses and their allocations makes it easy."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___6851030)

CR

Cecile R.

Director of Finance

> "Building reports is sometime confusing, and not as straightforward has I would like it to be. "

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___6882378)

MD

Melissa D.

Director of Operations CFO

> "What I like most is how user-friendly the system is, easy to navigate and is pretty self-explanatory, which makes the product easy to use even..."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7037275)

AF

Antoine F.

Financial Analyst

> "I don't like that you cannot pay a USD AP Bill with a Canadian credit card."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___6610467)

VR

Verified Reviewer

Fractional CFO, Project Manager

> "Sage University and on-line help supports on-boarding new users with training and screen and field explanations. "

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___6855684)

RS

Rahul S.

Assistant Financial Controller

> "Fixed Asset Module is not effective."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7005351)

JC

Jackie C.

Director of Finance

> "I like Intacct’s automations, as they help us keep our accounting team lean and efficient."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7010840)

KS

Kimberly S.

CEO

> "I don't like that your sales department doesn't fully understand the product nor do they know anything about bookkeeping. "

[See full review](https://www.capterra.com/p/76/Intacct/#SoftwareAdvice___6855770)

PK

Patricia K.

VP, Finance and Operations

> "It has been an amazing journey and I hope to finish my career with Sage Intacct being the last accounting application I ever use! Where was..."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7114719)

RW

River W.

Staff Accounting

> "The customer support is slow and generally abysmal."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___6885095)

CL

Christopher L.

Controller

> "An innovative and modern product, highly scalable and manages a wealth of customization possibilities while remaining straightforward."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___6828828)

JS

Jordan S.

Project controller

> "It’s not great for any customizations."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7004954)

JR

Jennifer R.

COO

> "It meets our needs for the trust accounting service line of our firm. "

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___6885112)

DB

Daniel B.

CEO

> "Corrupts its own data on critical backups."

[See full review](https://www.capterra.com/p/76/Intacct/#SoftwareAdvice___6632233)

SH

Steve H.

Project Manager

> "It has a ton of reports that you can customize yourself, with no assistance needed from the Sage support team."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___6855605)

KS

Kimberly S.

CEO

> "Your salesperson simply didn't understand the full capabilities of the software and how to use it. "

[See full review](https://www.capterra.com/p/76/Intacct/#SoftwareAdvice___6855770)

[View Reviews](https://www.capterra.com/p/76/Intacct/reviews/)

SR

Stephanie R.

Managing Attorney

> "The trust ledger capability allows us to access data within seconds and provide a copy to any client of exactly what has been received..."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514592)

AR

Anna R.

paralegal

> "I have to go back to that matter and change. When I write checks for a future date, the check numbers don't automatically go forward..."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514752)

MS

Matthew S.

Attorney-Managing Partner

> "We link TrustBooks with our Clio case management software and the uploading process to transfer the data to TrustBooks from Clio is a..."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2517181)

SH

Stacey H.

Principal & Manager

> "The only thing I don't like it that it doesn't default to the last screen that I was in but since I use many cloud based platforms..."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2516528)

NS

Nathan S.

CPA

> "The law firm I do trust accounting for has multiple offices and the ability to have a cloud-based trust accounting platform is very..."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514753)

DH

David H.

Partner

> "I have a hard time locating client files without going page by page until I find their name. "

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2516792)

CS

Candace S.

Attorney

> "Additionally, the easy to use reconciliation feature allows me to reconcile with my bank statement in minutes. Plus, it allows me to..."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2523308)

RF

Randall F.

Managing Partner

> "Integrations can be a bit quirky and UI inefficient at times."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514731)

MD

Marta D.

Attorney

> "The integration feature with LawPay has also been very helpful in keeping track of incoming payments."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514795)

DS

Devin S.

Paralegal

> "Only down side is it takes at least 24 hours for transactions to sync from Clio"

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514789)

LP

Lynn P.

Director

> "The program automates important record-keeping and reconciliation tasks that are important to complete regularly."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2529109)

JW

Jennifer W.

Attorney

> "The software kept getting confused as to which went where when it was imported from Clio."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514820)

RW

Robert W.

Partner

> "Trust accounting using this program is one less thing to worry about, allowing us to focus on our practice rather than the..."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514602)

MC

Matthew C.

Attorney

> "I've only had the software for less than 6 months so there were learning moments that I had to have help with but I can't imagine too..."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2515656)

DG

Dawne G.

Client Services Director

> "It's very easy to keep track, since we use the recommended checks and only draft checks via TrustBooks- no going back and updating it."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2516372)

NS

Nathan S.

CPA

> "There is a control in place that doesn't allow this, and I understand why, but I would change that if I could."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514753)

JM

Jim M.

Owner

> "It's very convenient to be able to access my account from any web browser on any device."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514823)

DH

David H.

Partner

> "Not thrilled with having to create a payee before paying the payee. "

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2516792)

VG

Vanessa G.

President

> "It is much easier and allows for much less human error than other systems (like spreadsheets)."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2528759)

SE

Susan E.

Attorney

> "It is not as easy to share the accounting information with my CPA. "

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514569)

AO

Alexa O.

Office Manager

> "It gives me all the reports that I need, makes it easy to determine if I'm balanced."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2515438)

DG

Dawne G.

Client Services Director

> "Writing checks was a stressful activity."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2516372)

WF

William F.

Attorney

> "It has made managing our trust account so much easier - especially the quarterly reviews. "

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514585)

Dawn W.

President

> "They're very basic as well."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514570)

[View Reviews](https://www.capterra.com/p/145679/TrustBooks/reviews/)

## User interface

4.26 (606)

No images or videos  
provided by vendor

## Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

### Features

Do these products fit your needs?

Prioritize real-user-identified key features according to your needs to find your best fit.

\--% Fit

vs

\--% Fit

Access Controls/Permissions

207

Important

Accounts Payable

150

Important

Accounts Receivable

120

Important

Sage Intacct

Top features

37/45

-   Access Controls/Permissions
-   Accounts Payable
-   Accounts Receivable
-   Activity Dashboard
-   Activity Tracking
-   AI Copilot
-   API
-   Approval Process Control
-   Audit Management
-   Audit Trail
-   Bank Reconciliation
-   Billing & Invoicing
-   Budgeting/Forecasting
-   Cash Flow Management
-   Chart of Accounts
-   Compliance Management
-   Currency Conversion
-   Data Security
-   Document Management
-   Encryption
-   Expense Tracking
-   Financial Consolidation & Close Management
-   Financial Management
-   Financial Reporting
-   Fixed Asset Management
-   Fund Accounting
-   General Ledger
-   Generative AI
-   Income & Balance Sheet
-   Mobile Access
-   Multi-Currency
-   Multi-Location
-   Payment Processing
-   Payroll Management
-   Project Accounting
-   Purchase Order Management
-   Quotes/Estimates
-   Receipt Management
-   Recurring/Subscription Billing
-   Reminders
-   Sales Tax Management
-   Status Tracking
-   Tax Management
-   Third-Party Integrations
-   Workflow Management

[See all features](https://www.capterra.com/p/76/Intacct/#features)

TrustBooks

13/45

-   Access Controls/Permissions
-   Accounts Payable
-   Accounts Receivable
-   Activity Dashboard
-   Activity Tracking
-   AI Copilot
-   API
-   Approval Process Control
-   Audit Management
-   Audit Trail
-   Bank Reconciliation
-   Billing & Invoicing
-   Budgeting/Forecasting
-   Cash Flow Management
-   Chart of Accounts
-   Compliance Management
-   Currency Conversion
-   Data Security
-   Document Management
-   Encryption
-   Expense Tracking
-   Financial Consolidation & Close Management
-   Financial Management
-   Financial Reporting
-   Fixed Asset Management
-   Fund Accounting
-   General Ledger
-   Generative AI
-   Income & Balance Sheet
-   Mobile Access
-   Multi-Currency
-   Multi-Location
-   Payment Processing
-   Payroll Management
-   Project Accounting
-   Purchase Order Management
-   Quotes/Estimates
-   Receipt Management
-   Recurring/Subscription Billing
-   Reminders
-   Sales Tax Management
-   Status Tracking
-   Tax Management
-   Third-Party Integrations
-   Workflow Management

[See all features](https://www.capterra.com/p/145679/TrustBooks/#features)

### Recognition

No recognitions have been awarded to Sage Intacct

No recognitions have been awarded to TrustBooks

### Deployment & support

Sage Intacct

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

TrustBooks

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

### Company Details

Sage Intacct

-   By Sage
-   Located in United Kingdom
-   Founded in 1981

TrustBooks

-   By TrustBooks
-   Located in United States
-   Founded in 2014

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