# Compare Sage Intacct vs Canopy 2026 | Capterra

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

Source: https://www.capterra.com/compare/76-150647/Intacct-vs-Canopy-Tax

---

# Canopy vs Sage Intacct Features and Cost Comparison

Last updated May 14th, 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:

CanopySage Intacct2/4 selected

[Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[4.5 (286)](https://www.capterra.com/p/150647/Canopy-Tax/reviews/)

[Sage Intacct](https://www.capterra.com/p/76/Intacct/)[4.3 (684)](https://www.capterra.com/p/76/Intacct/reviews/)

[## Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[4.5 (286)](https://www.capterra.com/p/150647/Canopy-Tax/reviews/)

Starting Price

$22.00/month

Value-for-Money

4.2

Functionality

4.3

Ease of Use

4.5

Customer Service

4.5

Reviews Sentiment

Based on [286 reviews](#user-reviews)

Positive

267

Neutral

9

Negative

10

[## Sage Intacct](https://www.capterra.com/p/76/Intacct/)[4.3 (684)](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

NH

Based on [684 reviews](#user-reviews)

Positive

592

Neutral

69

Negative

23

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## Summary

* * *

Key features rated by users

Features selected based on 7,738 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

\--%Fit

Missing features

Feature ratings

Income & Balance Sheet

NA

Chart of Accounts

NA

Document Management

4.8

Data Security

NA

Financial Reporting

4.4

71%Fit

Missing features

Feature ratings

Income & Balance Sheet

4.5

Chart of Accounts

4.6

Document Management

4.5

Data Security

NA

Financial Reporting

4.1

User satisfaction

User satisfaction

4.5

User reviews[286](https://www.capterra.com/p/150647/Canopy-Tax/reviews/)

Ease of use

4.5

Functionality

4.3

Value for money

4.2

Customer support

4.5

User satisfaction

4.3

User reviews[684](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

Price starts from

Price starts from

$22Per User, Per Month

-   Free version
-   Free trial

Price starts from

\--

-   Free version
-   Free trial

Best for

Best for

Canopy is suited for midsize accounting firms in need of a comprehensive accounting practice management solution to organize their team, their workload, and their clients from one platform.

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.

## User reviews

Pros & cons

AC

Amanda C.

Tecnical Services Administrator

> "It made accessing all client info faster, saves us time with files, helped us standardize processes, cut out busy work and..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061441)

LV

Larissa V.

Office manager

> "That certain features aren't included like an appointment scheduler, or the ability to schedule Emails."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7063679)

AL

Alina L.

Owner

> "It brings together client management, workflow tracking, document storage, and tax resolution tools into one centralized..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061528)

VH

Veronique H.

Assistant

> "I also don't like the fact that I cannot bulk assign tasks within the task area, only within the client list."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7064692)

NB

Neal B.

Office Manager

> "Our clients like it because they can more readily communicate with the tax preparers, unload documents, review the tax..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7078810)

CB

Cortland B.

Firm Owner

> "That pricing approach feels archaic and outdated."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061361)

AS

Andrew S.

Partner

> "The value you get for having most of the tech deck all in one spot cannot be beat! Plus it is pretty intuitive and has..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061363)

AP

Alicia P.

COO

> "Tried to get assistance requesting a phone call, however no one called me. "

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7065848)

SB

Shari B.

Firm Administrator and Staff Accountant

> "This software really feels like it has been made for a small business but can grow with a company. If we didn't utilize..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7064783)

RP

Rachel P.

Partner

> "Customer Service has been hit or miss - sometimes very helpful and sometimes more frustrating."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061488)

MA

Max A.

CPA

> "Canopy is an all-in-one solution for our client information, files, portal, and time & billing. "

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7067782)

CE

Christina E.

Partner

> "Software was not really built for public accounting."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7067692)

AS

Andrew S.

Partner

> "I have worked at a large firm and clients much prefer using this for file sharing, making payments and having everything..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061363)

AK

Abby K.

Accounting Manager

> "Also, mobile access could be smoother it's functional, but not great on the go."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#SoftwareAdvice___6851962)

MA

Mariela A.

Office Manager

> "Canopy gives us one clean, centralized place to manage client communication and tax workflow."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7064790)

CE

Christina E.

Partner

> "Reporting has a lot to be desired. "

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7067692)

JA

Jassim A.

Insurance coordinator

> "Task management and client communication features reduce a lot of stress, and the system keeps everything organized without..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061364)

CR

Christine R.

Founded CEO

> "I wish there was better customer service ."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7069433)

SG

Sophie G.

Partner

> "The platform enables small businesses or solo practitioners to stay organized and operate with the efficiency of a larger..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7134217)

GB

Gabriel B.

job cost manager

> "Its a little slow sometimes but I am not sure if its our service."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___6791156)

JA

Jassim A.

Insurance coordinator

> "Canopy unite all client information, files, and tasks into one place, which makes daily work much easier."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061364)

TS

Teresa S.

Owner

> "The cost of the product was too expensive for a small company."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___6631016)

NH

Natalie H.

Certified Accounting Paraprofessional

> "The ability to securely share and receive files from clients is a game-changer!"

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7072260)

JO

John O.

CEO

> "We can't add new payments, can't run old payments and we now don't see decline codes. "

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___4799394)

MA

Mariela A.

Office Manager

> "From our side, it keeps us organized and compliant, and from the client’s side, it feels simple and professional, which is..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7064790)

BM

Brian M.

CPA

> "I personally feel that the e-signature process is a bit clunky, but that's probably just because I don't have much..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___4362597)

SG

Sophie G.

Partner

> "It has become an essential part of my daily operations and is especially well-suited for accounting and tax preparation work."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7134217)

AL

Andrea L.

Owner

> "I will probably let go of the workflow module, though, when my subscription is up because there's a lack of collaboration..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___4092622)

LS

Lesley S.

VP Operations

> "The platform has improved efficiency across our firm and helped streamline key processes."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061894)

JF

Jayme F.

Secretary

> "That we did not know enough about how to get the reports we needed to keep up with how many returns we actually got out and..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___4385173)

KS

Kamila S.

Tax Manager

> "Canopy offers a very intuitive and well-organized platform that significantly improves workflow efficiency."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061404)

AH

Amy H.

Enrolled Agent

> "Recently the request transcript tool is not working when trying to request new updated transcripts."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___4439535)

GA

Giselle A.

Accounting Operations Specialist

> "It’s modern and easy for clients to navigate, which makes the entire process smoother for our firm and our clients."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061365)

AM

Austin M.

Principal

> "That, and I found some of the automations (like engagement letters for example) were clunkier to use than those of..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3747550)

CDG

Carra-Danielle G.

Office Admin. Facilities Operations

> "Canopy is a wonderful central hub for team communication, company updates, and resources."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7044068)

Juventino G.

Owner

> "What keeps me at Canopy is not wanting to invest the time in moving my clients files over to a new system, notifying my..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3215689)

DB

Detra B.

Business Administrator

> "Sharing files and receiving signatures has been beneficial for our firm."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061373)

SL

Shelley L.

Enrolled Agent

> "We often receive incoming calls in which the name listed on the caller ID is not the name of the actual person. "

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___4324695)

TS

Tomi S.

Admin Manager IT

> "The ability for the clients to have a portal is the best."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061480)

JB

Jessie B.

President

> "Small things, like I can lose track of tasks if I fail to assign them to someone."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___4372385)

KB

Kalvin B.

Tax Accountant

> "We can just about complete our entire tax workflow and process through Canopy."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061369)

RW

Rachel W.

CEO

> "Also, the Calendar sync only uses my calendar not my shared calendars, so my staff doesn't see my schedule there"

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3238178)

VR

Verified Reviewer

Analyst

> "Good for accounting and tax calculation needs for who want everything in one system. Once you get used to it, makes work..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7013073)

TR

Tina R.

Tax Manager

> "It doesn't have a client chat feature so organizing client correspondence by email can be somewhat difficult with the notes..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3239614)

CN

Carrie N.

Tax Administrative manager

> "Love that we can do billing, client support, and workflows!"

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7073856)

DV

Daniel V.

Attorney

> "It just got too much to track and too expensive relative to other software providers."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3682021)

ML

Melissa L.

Owner

> "We LOVE that Canopy brings all the information and documentation needed to one place."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7063956)

JP

Jamie P.

Bookkeeper

> "Time tracker is my least favorite as it's hard to remember to turn it off sometimes."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___4371514)

KB

Kalvin B.

Tax Accountant

> "Also, integrating different AI features to help ease the overall experience."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061369)

VR

Verified Reviewer

Tax Project Admin

> "The Project Management Aspect point of view, tasks can be monitored, however, they are not represented in the best way to..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3215647)

BB

BRIANA B.

Owner

> "Sharing and requesting files with clients is amazing!"

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7065066)

SS

Stephen S.

CEO

> "It is seemingly incomplete with a few things that seem to be easily fixable if they were given attention"

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___4385217)

AK

Abby K.

Accounting Manager

> "What I liked most about Canopy is how much time it saves managing client documents and deadlines."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#SoftwareAdvice___6851962)

VR

Verified Reviewer

CPA

> "Setting up recurring tasks was challenging and I was unable to get it to work."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3820430)

LS

Leonid S.

Director of Tax Services

> "Organization of files in Canopy are very reliable and easy to go back and retrieve anything you need. "

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7074328)

JS

Julie S.

Owner

> "Some of the task templates are too detailed and my inbox gets loaded with emails I don’t want or need"

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___2864346)

SB

Shari B.

Firm Administrator and Staff Accountant

> "We really like that we can now access information from one "area" so to speak."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7064783)

AR

Alison R.

CEO

> "This seems dumb and a waste of accounts, my and my team’s time, my money and the client perception and experience. If i as..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3217403)

GK

Garrett K.

Managing Member

> "The ability to have tasks reoccur automatically is great!"

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7064800)

LC

Larry C.

Accounting Supervisor

> "I can create customized lists, but I can't download the customized list. "

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3237724)

ML

Melissa L.

Owner

> "Managing work flow has never been easier with Canopy's intuitive tools."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7063956)

VR

Verified Reviewer

CPA

> "Setting up tasks was more complicated than it needed to be."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3820430)

ML

Mike L.

Tax Manager

> "We are impressed by the continued improvements and features that have rolled out over the years and we look forward to..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061512)

MH

Mary H.

Office Manager

> "Email search function is less than ideal/doesnt work at all from within a client."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3231813)

AR

Amy R.

Owner

> "Clients have no problems connecting to and using their Client Portal."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061422)

AW

Al W.

Enrolled Agent

> "Getting transcripts from the IRS using Canopy can be a challenge."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3225157)

PD

Pat D.

Senior Accountant

> "Canopy is an excellent piece of software for accounting firms."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061372)

DB

David B.

Owner/Manager

> "Moving actual data files has been an extremely slow process and has consumed many days of work."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3217509)

RP

Rachel P.

Partner

> "Overall its a decent product - price is comparable to other similar systems that integrate better though."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061488)

AR

Amanda R.

Payroll and HR Lead

> "Unable to change some titles of the saved folders"

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3215719)

GA

Giselle A.

Accounting Operations Specialist

> "It was the best move for our firm to make the switch to this system."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061365)

NH

Nicole H.

Manager/Owner

> "The syncing with QBO hasn't been as easy as I'd like, but that may be an Intuit issue as well. "

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3225096)

EJ

Emma J.

Administrative Specialist

> "They are always coming out with new features as well and trying to be an all inclusive platform."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061366)

AT

Audrey T.

PRACTICE MANAGER

> "Onboarding was a nightmare. "

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___4494408)

TS

Tomi S.

Admin Manager IT

> "The transition was difficult but once we started using it more it has been easier to function in."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061480)

TT

Tino T.

Accountant

> "Customer service response time can be slow at times"

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3262512)

ML

Mike L.

Tax Manager

> "Overall, we have been very impressed by canopy and it has helped us run more efficiently and smoothly as a firm."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061512)

VR

Verified Reviewer

Owner

> "Customer service always says leaves a message and then never calls back."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#GetApp___2979319)

GT

Gena T.

Director of Compliance

> "It's clean, intuitive, and easy for clients to upload and access documents."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061374)

NH

Nicole H.

Manager/Owner

> "I keep getting "Pull Failed". "

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3225096)

[View Reviews](https://www.capterra.com/p/150647/Canopy-Tax/reviews/)

NH

Nicole H.

Finance Team Leader

> "The dashboards and custom reports provide clear, real-time insights, and the automation of processes like journals and approvals saves significant..."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7142454)

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)

JW

Joey W.

Staff Accountant

> "Its customizable dashboards and robust reporting tools allow quick access to key financial insights, helping with faster and more informed..."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7142171)

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 I..."

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

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)

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)

TZ

Toni Z.

Finance manager

> "Some of the most likeable pros with Sage Intacct are the cloud access anywhere without VPNs or desktop installs, the growing automation technology..."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7139251)

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 still..."

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

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)

AP

Andrew P.

Director of Finance

> "During file imports when the import has an issue, the File import error messages are pitiful. "

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7135235)

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)

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)

BT

Bob T.

COO

> "Perhaps most valuable is the integration with our CRM, allowing for real-time record keeping and better coordination between finance and revenue..."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7144458)

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)

JG

Jenifer G.

Director of Finance

> "With Sage Intacct, we’ve moved from managing two different financial systems to one streamlined system with real-time financials, making..."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7141603)

LB

Liz B.

Supervisor, Finance Support

> "Sometimes troubleshooting issues is hard or diving into objects that show up on audit logs is hard to back into."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7142236)

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)

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)

AG

Alina G.

Accounting Manager

> "Being able to use enter company allocations, and the open API allows integrations with ADP and ramp and any other software"

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7140782)

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 the..."

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

SK

Sandy K.

Senior Vice President of Finance

> "Product has all the modules we need for our accounting and the ability to keep track by contract for contract reporting."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7135292)

LP

Lisa P.

Controller

> "There are some data fields that I have been unable to locate in the past when trying to create a report."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7139238)

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)

EB

Emma B.

Financial Controller

> "It can be difficult to follow a trial of what has happened in the system as it will only bring back a limited amount of information."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7141009)

SC

Sandy C.

SVP Finance

> "Scalability to our needs allows us to get started now, knowing that we can add more locations and entities as we grow and evolve"

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7140781)

PR

Patrick R.

Account Manager

> "The system can overcomplicate routine workflows, especially if you’re not deeply trained."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7144357)

BT

Bob T.

COO

> "It’s a strong platform for organizations that value control, visibility, and integration—especially if you’re willing to invest a bit of time in..."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7144458)

CN

Christina N.

Controller

> "Sage reporting is terrible. If you add an account it does not automatically add to your reports."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7144390)

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)

KAG

Kelsie-Ann G.

Financial manager

> "Debtors/creditors age analysis report is set on days not months ... probably the most frustrating part."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7135683)

JW

Jade W.

controller

> "Strong automation capabilities across core accounting workflows like journal entries, consolidations, and reporting."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7141480)

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)

CS

Craig S.

Vp of finance

> "As a result, our team is able to close books faster, make more informed decisions, and focus more on strategic initiatives rather than routine..."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7141477)

EK

Ebony K.

Director of Accountijg

> "Inability to edit credit card transactions."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7141595)

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)

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)

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)

EK

Eileen K.

Controller

> "I don't like that you have to pay to access educational material on your platform, that should be at no cost."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7135359)

ML

Miriam L.

owner

> "intacct is the gold standard of accounting software and is AICPA approved so it has the aiblities to do more than most"

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7140010)

TM

Travis M.

Accountant

> "Issues with AP AI and not reading embedded stamps."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7141474)

JW

Jade W.

controller

> "It significantly reduces manual work, improves accuracy, and provides real-time visibility into financials."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7141480)

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)

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 and..."

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

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)

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)

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)

EW

Elizabeth W.

Chief Financial Officer

> "We are able to integrate purchasing, payroll, timesheets and other activities with ease."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7142068)

BL

Ben L.

CFO

> "We feel like we are not a valued customer even though we have been using the system for almost 6 years now and have increased our volumes..."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7142858)

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)

JCY

Julian Christian Y.

Accounts Payable Specialist

> "Certain reports you cannot filter down or modify."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7136928)

PR

Patrick R.

Account Manager

> "This is particularly important for companies experiencing growth or dealing with complexity, such as multiple subsidiaries, currencies, or..."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7144357)

JP

Jennifer P.

Manager of Finance and Administration

> "The AP approval process is not as custom as we thought. "

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7142307)

AC

Allie C.

Manager

> "The console allows us to easily switch between clients and see each of their instances."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7141473)

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)

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)

ZG

Zachary G.

Director of Finance

> "The most difficult things in Intacct has been the customer report writer."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7139244)

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)

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)

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)

CN

Christina N.

Controller

> "Its also extremely difficult to learn how to create and manipulate reports. "

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7144390)

LP

Lisa P.

Controller

> "The ability to take a report, save it and customize it helps us tremendously."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7139238)

JL

Juanita L.

Accounting manager

> "We are still in the implementation phase, it is hard to understand when you haven’t run thru a complete process"

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7142355)

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)

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)

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)

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)

JW

Jade W.

controller

> "The multi-entity and SaaS-focused features are especially valuable for scaling organizations."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7141480)

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)

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)

CN

Christina N.

Controller

> "We have to pay for an add on from Armanino which is not ideal."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7144390)

ZG

Zachary G.

Director of Finance

> "A big piece of this is the large number of marketplace partners providing third party solutions to expand Intacct."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7139244)

MQ

Mike Q.

CFO

> "The reporting and features are way behind other similarly priced products."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7139524)

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)

KAG

Kelsie-Ann G.

Financial manager

> "Cannot process a refund on a supplier/customer... silly !"

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7135683)

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)

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)

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)

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)

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)

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 needed..."

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

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

## User interface

4.53 (286)

4.29 (684)

## 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

Canopy

30/45

-   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/150647/Canopy-Tax/#features)

Sage Intacct

Top features

38/45

-   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)

### Recognition

Canopy is recognized as a top-rated tool in 3 Capterra Shortlist reports

No recognitions have been awarded to Sage Intacct

### Deployment & support

Canopy

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

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

### Company Details

Canopy

-   By Canopy
-   Located in United States
-   Founded in 2013

Sage Intacct

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

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Ease of Use

4.5

[View full comparison](https://www.capterra.com/compare/150647-186749/Canopy-Tax-vs-TaxDome)

[Sage Intacct](https://www.capterra.com/p/76/Intacct/)[4.29 (684)](https://www.capterra.com/p/76/Intacct/reviews/)

vs

[QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/)[4.43 (1,041)](https://www.capterra.com/p/189398/QuickBooks-Online/reviews/)

Contact vendor for pricing

Price

$235/month

4.2

Features

4.4

4.2

Ease of Use

4.4

[View full comparison](https://www.capterra.com/compare/76-189398/Intacct-vs-QuickBooks-Online)