# Compare Sage Intacct vs BoldTrail Back Office 2026 | Capterra

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

Source: https://www.capterra.com/compare/76-171321/Intacct-vs-BoldTrail-Back-Office

---

# Sage Intacct vs BoldTrail Back Office 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:

Sage IntacctBoldTrail Back Office2/4 selected

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

[BoldTrail Back Office](https://www.capterra.com/p/171321/BoldTrail-Back-Office/)[4.5 (851)](https://www.capterra.com/p/171321/BoldTrail-Back-Office/reviews/)

[## 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

[## BoldTrail Back Office](https://www.capterra.com/p/171321/BoldTrail-Back-Office/)[4.5 (851)](https://www.capterra.com/p/171321/BoldTrail-Back-Office/reviews/)

Starting Price

Contact vendor

Value-for-Money

4.4

Functionality

4.2

Ease of Use

4.3

Customer Service

4.5

Reviews Sentiment

Based on [851 reviews](#user-reviews)

Positive

774

Neutral

56

Negative

21

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## Summary

* * *

Key features rated by users

Features selected based on 7,778 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

Income & Balance Sheet

4.5

Chart of Accounts

4.6

Data Security

NA

Document Management

4.5

Financial Reporting

4.1

\--%Fit

Missing features

Feature ratings

Income & Balance Sheet

NA

Chart of Accounts

NA

Data Security

NA

Document Management

4.4

Financial Reporting

4.0

User satisfaction

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

User satisfaction

4.5

User reviews[851](https://www.capterra.com/p/171321/BoldTrail-Back-Office/reviews/)

Ease of use

4.3

Functionality

4.2

Value for money

4.4

Customer support

4.5

Price starts from

Price starts from

\--

-   Free version
-   Free trial

Price starts from

\--

-   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

Real estate brokers, real estate agencies and teams, real estate office managers and transaction coordinators

## User reviews

Pros & cons

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)

HJ

Heather J.

Accounting Manager

> "On top of that, the learning curve is steeper than the sales process suggests, the UI feels dated in places, and support response times can vary..."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7149321)

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)

HJ

Heather J.

Accounting Manager

> "Every improvement or new capability they roll out and market seems to come with a separate SKU and another line on the invoice, so the "all-in"..."

[See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7149321)

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)

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)

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)

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)

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)

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)

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)

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)

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 everything..."

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

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)

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)

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)

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)

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)

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)

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)

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 turnaround..."

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

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

EK

Ebony K.

Director of Accountijg

> "Inability to edit credit card transactions."

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

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

PR

Patrick R.

Account Manager

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

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

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)

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)

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)

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)

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)

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)

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

> "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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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

FK

Felicia K.

REALTOR and Office Manager

> "The system is awesome when it comes to the electronic signatures and being able to see if they have viewed but not..."

[See full review](https://www.capterra.com/p/171321/BoldTrail-Back-Office/#Capterra___7063579)

JS

Jim S.

Broker

> "The field there is mapped to list price not offer price. If you have a new listing that's under contract right..."

[See full review](https://www.capterra.com/p/171321/BoldTrail-Back-Office/#Capterra___7037973)

AG

Aaron G.

Managing Broker - Owner

> "It’s become part of my daily workflow — not just a tool, but a quiet system that helps everything stay aligned..."

[See full review](https://www.capterra.com/p/171321/BoldTrail-Back-Office/#Capterra___7038509)

PF

Paul F.

Broker-in-Charge

> "Office-wide, we are getting too many fraud sellers, which wastes our time and which is exposing us to legal and..."

[See full review](https://www.capterra.com/p/171321/BoldTrail-Back-Office/#Capterra___7044149)

JS

Jim S.

Broker

> "The only thing I like is the ability to email documents and the email body into a transaction."

[See full review](https://www.capterra.com/p/171321/BoldTrail-Back-Office/#Capterra___7037973)

KT

Katie T.

Real Estate Broker Associate

> "Now the buyer transaction side of things is buried under a different section and I forget about it."

[See full review](https://www.capterra.com/p/171321/BoldTrail-Back-Office/#Capterra___7035245)

AG

Aaron G.

Managing Broker - Owner

> "It’s clear that the developers built it with real brokerage needs in mind. While I’ve suggested a few refinements,..."

[See full review](https://www.capterra.com/p/171321/BoldTrail-Back-Office/#Capterra___7038509)

JS

Jim S.

Broker

> "Constantly have to go out an come back into a window to get documents to display."

[See full review](https://www.capterra.com/p/171321/BoldTrail-Back-Office/#Capterra___7037973)

AG

Aaron G.

Managing Broker - Owner

> "The system is reliable and efficient, making it easier to manage multiple files at once."

[See full review](https://www.capterra.com/p/171321/BoldTrail-Back-Office/#Capterra___7038509)

PF

Paul F.

Broker-in-Charge

> "Overall, the program, even though it has benefits, distracts us from our most important activity--selling."

[See full review](https://www.capterra.com/p/171321/BoldTrail-Back-Office/#Capterra___7044149)

JK

Jay K.

Broker

> "I like it offers flexibility for my Broker to add and delete tasks I need to complete."

[See full review](https://www.capterra.com/p/171321/BoldTrail-Back-Office/#Capterra___6405293)

JD

Johnny D.

Broker

> "This software sucks, I only use it because my firm requires agents use it."

[See full review](https://www.capterra.com/p/171321/BoldTrail-Back-Office/#Capterra___7042359)

MS

Maryann S.

Realtor

> "In general Bold trail is very good but could use more improvements and Training videos with step by step..."

[See full review](https://www.capterra.com/p/171321/BoldTrail-Back-Office/#Capterra___7042533)

CW

Carleshia W.

Broker Owner

> "Seller's disclosure is the only form that is hard to use because it has so many boxes."

[See full review](https://www.capterra.com/p/171321/BoldTrail-Back-Office/#Capterra___6404842)

JK

James K.

Realtor

> "I like that all of the documentation associated with a file can be managed well."

[See full review](https://www.capterra.com/p/171321/BoldTrail-Back-Office/#Capterra___7038378)

JK

James K.

Realtor

> "To write an offer now takes twice as long."

[See full review](https://www.capterra.com/p/171321/BoldTrail-Back-Office/#Capterra___7038378)

AT

Allyse T.

Real estate agents

> "It saves me hours every week and reduces errors."

[See full review](https://www.capterra.com/p/171321/BoldTrail-Back-Office/#Capterra___7042295)

PF

Paul F.

Broker-in-Charge

> "Too complex for most of our agents."

[See full review](https://www.capterra.com/p/171321/BoldTrail-Back-Office/#Capterra___7044149)

RM

Randi M.

Administrative Coordinator

> "Templated documents make preparing packets for e-sign a breeze."

[See full review](https://www.capterra.com/p/171321/BoldTrail-Back-Office/#Capterra___6398151)

WB

Wilfried B.

Financial Director and Comptable

> "The disadvantage is the level of customization which is a bit very limited. And also the problem of saving the..."

[See full review](https://www.capterra.com/p/171321/BoldTrail-Back-Office/#Capterra___4611073)

MM

Michael M.

Realtor

> "I like having the categories to separate my business. "

[See full review](https://www.capterra.com/p/171321/BoldTrail-Back-Office/#Capterra___7036248)

AR

Ashley R.

CFO

> "We paid over $800 a month to be left dissatisfied with the results."

[See full review](https://www.capterra.com/p/171321/BoldTrail-Back-Office/#Capterra___6279889)

ED

Elizabeth D.

Closing Coordinator

> "It is very easy to use, and it offers various options for organizing your transactions."

[See full review](https://www.capterra.com/p/171321/BoldTrail-Back-Office/#Capterra___7035380)

VR

Verified Reviewer

Broker

> "Horrible customer service, User Interface Is Complicated"

[See full review](https://www.capterra.com/p/171321/BoldTrail-Back-Office/#GetApp___6015863)

JJ

Jordan J.

Realtor

> "It has been easy for me to access from my cell phone when I am not around my computer"

[See full review](https://www.capterra.com/p/171321/BoldTrail-Back-Office/#Capterra___7035513)

VR

Verified Reviewer

Real Estate Agent

> "Brokermint is not very intuitive to use for regular (non-admin) users, and a lot of time is wasted uploading and..."

[See full review](https://www.capterra.com/p/171321/BoldTrail-Back-Office/#Capterra___3463698)

AT

Allyse T.

Real estate agents

> "I’d recommend it to any agent who wants to spend less time on paperwork and more time closing deals."

[See full review](https://www.capterra.com/p/171321/BoldTrail-Back-Office/#Capterra___7042295)

VR

Verified Reviewer

Real Estate Agent

> "The phone app does not allow you to do even half of what the website does, and the website does not work well on..."

[See full review](https://www.capterra.com/p/171321/BoldTrail-Back-Office/#Capterra___3463698)

JS

Joshua S.

Broker Owner

> "There just needs to be a few things tweaked that we could personalize I would like but overall it’s great."

[See full review](https://www.capterra.com/p/171321/BoldTrail-Back-Office/#Capterra___7035224)

BM

Betty M.

CEO

> "One problem is it can't track emails regarding agents docs."

[See full review](https://www.capterra.com/p/171321/BoldTrail-Back-Office/#Capterra___2350897)

JS

Joshua S.

Broker Owner

> "You can never replace great customer service regardless of how great your product is so keep the team going."

[See full review](https://www.capterra.com/p/171321/BoldTrail-Back-Office/#Capterra___7035224)

VR

Verified Reviewer

Operations Manager

> "Making changes to documents that have been uploaded isn't super intuitive."

[See full review](https://www.capterra.com/p/171321/BoldTrail-Back-Office/#Capterra___2368501)

MW

Mari W.

Realtor

> "The fact that it has so much to offer agents. "

[See full review](https://www.capterra.com/p/171321/BoldTrail-Back-Office/#Capterra___7080359)

VR

Verified Reviewer

Real Estate Agent

> "This is extremely hard to use on the go."

[See full review](https://www.capterra.com/p/171321/BoldTrail-Back-Office/#Capterra___3463698)

FK

Felicia K.

REALTOR and Office Manager

> "It has been very user friendly and easy to learn."

[See full review](https://www.capterra.com/p/171321/BoldTrail-Back-Office/#Capterra___7063579)

BM

Betty M.

CEO

> "Search engine is nowhere to be found on the approval screen."

[See full review](https://www.capterra.com/p/171321/BoldTrail-Back-Office/#Capterra___2350897)

[View Reviews](https://www.capterra.com/p/171321/BoldTrail-Back-Office/reviews/)

## User interface

4.29 (684)

[BoldTrail Back Office](https://www.capterra.com/p/171321/BoldTrail-Back-Office/)

4.50 (851)

## 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

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)

BoldTrail Back Office

16/45

-   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/171321/BoldTrail-Back-Office/#features)

### Recognition

No recognitions have been awarded to Sage Intacct

No recognitions have been awarded to BoldTrail Back Office

### 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

BoldTrail Back Office

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

BoldTrail Back Office

-   By Inside Real Estate
-   Located in United States
-   Founded in 2008

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