# Compare Sage Intacct vs Wealthbox 2026 | Capterra > Unsure of what to choose? Check Capterra to compare Sage Intacct and Wealthbox based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/76-175666/Intacct-vs-Wealthbox --- # Sage Intacct vs Wealthbox Features and Cost Comparison Last updated July 10th, 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 IntacctWealthbox2/4 selected [Sage Intacct](https://www.capterra.com/p/76/Intacct/)[4.3 (711)](https://www.capterra.com/p/76/Intacct/reviews/) [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)[4.7 (146)](https://www.capterra.com/p/175666/Wealthbox/reviews/) [## Sage Intacct](https://www.capterra.com/p/76/Intacct/)[4.3 (711)](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 [711 reviews](#user-reviews) Positive 611 Neutral 75 Negative 25 [## Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)[4.7 (146)](https://www.capterra.com/p/175666/Wealthbox/reviews/) Starting Price $59.00/month Value-for-Money 4.7 Functionality 4.4 Ease of Use 4.8 Customer Service 4.5 Reviews Sentiment Based on [146 reviews](#user-reviews) Positive 141 Neutral 3 Negative 2 ## Send this comparison chart to my inbox ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. ## Summary * * * Features in Lease Accounting Software Best performer 41 / 50 Only Sage Intacct - Accounting - Accounting Integration - Ad hoc Reporting 11 / 50 Only Wealthbox - Mobile Access User satisfaction User satisfaction 4.3 User reviews[711](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 4.7 User reviews[146](https://www.capterra.com/p/175666/Wealthbox/reviews/) Ease of use 4.8 Functionality 4.4 Value for money 4.7 Customer support 4.5 Price starts from Price starts from \-- - Free version - Free trial Price starts from $59Per User, 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 Wealthbox is a powerful CRM system for financial advisors, broker-dealers, and RIA firms of all sizes. ## 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) JG Jennifer G. AP Manager > "Dealing with the AI not reading the invoices correctly (especially the hand written work orders) or summing up all line items into one line item." [See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7171309) 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 > "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 need..." [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) 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" cost..." [See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7149321) HK HEMANT K. Manager > "It is a robust, cloud-native financial management system that delivers strong core accounting, excellent reporting, and solid scalability for growing..." [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) 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) 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) 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) 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) 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) MS Matt S. Financial Systems Manager > "There are a few operational components that are abnormal to accounting functions, such as customer refunds." [See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7175745) 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) 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 money...." [See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7080298) 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) 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) AI Adam I. Management Accountant > "I liked the invoice / Accounts receivable module as this allows us to easily create and distribute invoices." [See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7171136) 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) 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) 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) 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) 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) 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) 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) 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 navigate..." [See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7050465) 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) 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) ET Eric T. Controller > "Only downside is some lack of basic things we would expect to see in the system and the feeling of being duped after contract signing in regards to..." [See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7171386) 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) 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) 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) 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 > "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) 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) AI Adam I. Management Accountant > "Robust Financial Features – Excellent for multi-entity consolidations, advanced reporting, and compliance-heavy industries." [See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7171136) 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 and..." [See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7010840) EK Ebony K. Director of Accountijg > "Inability to edit credit card transactions." [See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7141595) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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 best..." [See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7047167) 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) 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) 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) 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 > "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) 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) 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) 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) 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) 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) 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) 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) CC Charity C. Staff Accountant > "I like getting feedback by email on the status on when it is accepted and what, if any, errors need to be corrected." [See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7164864) 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) ET Eric T. Controller > "Overall the ease of use, transaction management, deep customization of user accounts and the ability to integrate in and out of the system has been a..." [See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7171386) IC Ilaria C. Cultural Journalist > "The fact is that this is financial software and some mistakes can't be undone, so you have to know what you are doing." [See full review](https://www.capterra.com/p/76/Intacct/#Capterra___7178127) 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) 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) 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) 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) 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) 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) 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) 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) 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) [View Reviews](https://www.capterra.com/p/76/Intacct/reviews/) BB Beverly B. Administrative Assistant > "The feature to save our emails to Wealthbox enhances our ability to keep complete records on our clients in the CRM. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3072626) Tony B. Operations Manager > "so we have a lot of lost data. Or we have to dead scroll the client's wall to find the data...." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___7152534) SS Samantha S. Director of Operations > "I like the 'Tag' process." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___6179748) Tony B. Operations Manager > "Here is the issue, Wealthbox does not offer Search capabilities within Workflows...." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___7152534) BB Beverly B. Administrative Assistant > "We are currently working on integrating our TDA and SEI clients to Wealthbox and excited to get that information shared saving us..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3072626) CG Cristina G. President > "Hard to get workflows to do what you need, wish dashboard could be reorganized/customized, autosave of notes OR warning if you log..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064708) HB Hannah B. Financial Planner > "We have enjoyed using the smart logic outcomes on the workflows and building smart processes for our client service activities and..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064845) TA Tammy A. Office Mgr > "Lack of updates and ability to customize as much as we need. When multiple tabs of Wealthbox are open sometimes the information we..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064012) MC Michael C. Financial Planner > "Along with this, the company seems to be willing to look into integrations with numerous partners, as each of my other software..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064343) AH Alex H. Owner > "My least favorite aspect of the program is the "reconnect" that is necessary if I've been out of the office for several weeks and..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075657) JH Jihad H. Freelancer > "It helps me connect with clients and make my work done faster than usual" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___4809681) GG Geoff G. Relationship Manager > "Its difficult to bulk upload information. When using the file upload feature, we can only upload one file at a time from our..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075351) AS Alan S. Principal > "However, to their credit, Wealthbox support is extremely proficient in responding to email support requests within a very short..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064890) MH Michael H. Advisor > "The use of different tags in different parts of the program is a little confusing and disjointed (tasks vs. notes, vs. contacts,..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062726) AC Anthony C. Director of Operations > "The mobile app was a lifesaver during the pandemic while employees were working from home as well as for our employees that are..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3086143) DL Danielle L. Advisor Assistant > "I miss being able to notate accounts by searching a tag and notating all accounts that have that tag." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075914) AS Art S. President > "I like the upgrades like ability to add a picture of a client so admins who don't know the clients can verify that is who came in. ..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064519) BW Barry W. President > "The only con is that it is not the program chosen by my broker dealer, that could fit into the mold of being part of the tools..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062818) DM Dana M. Financial Planner > "For a solo financial planning firm, Wealthbox is a great CRM solution and with the social aspect of notes and tasks, it can be..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064274) SS Sally S. Senior Planner > "They offer an integration to Monday.com, but it requires another subscription to Zapier -- which is a confusing service that we..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064675) NK Neil K. Owner > "Wealthbox is a fantastic solution for my practice to stay organized and productive while systematizing the key processes that need..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3065251) MM Mark M. Financial Planner > "There is a lack of automation within Wealthbox, as far as automatically kicking off workflows before or after certain events." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3086297) MM Matthewe M. Financial Advisor > "The functions to inform one another about notes make working with virtual assistants extremely streamlined and efficient avoiding..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062613) CG Caroline G. Marketing Associate > "Contacts > Click a Tag > Filtering by is also an area I do not feel benefits the strengths of Wealthbox's capabilities. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3504844) RH Rick H. Financial Life Advisor > "Ease of use, notes section for my clients, reminders, alerts, syncing with custodians and calendars, templates available for my..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062660) CR Carlos R. Advisor > "I didn't like that you always had to go to another screen to find out information regarding client's account values, and accounts." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062462) JH Joel H. Tax and Financial Planner > "The workflow and Opportunities are invaluable to growing and managing your business. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___4184001) JB Jeff B. Principal/Advisor > "Dialing client phones from within the CRM is clunky and requires an additional step." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064253) LM Lonnie M. Financial Representative > "I appreciate that I can customize my process into this system to track my most paramount activity in my everyday schedule" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3076891) PM Patrick M. Operations Manager > "Does not allow for contact financial reports out from authorized applications (Albridge)" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064384) KV Kelsey V. Client Servicing > "I am able to easily communicate through the CRM instead of having to use a chat feature or email which helps everything stay in one..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064960) LD Laurie D. CEO > "I would like to add/edit the Additional Info area, but I don't think I can customize those." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3070275) EN Elsie N. Client Service Associate > "The integration aspect, makes my work so much easier, also Wealthbox helped so much with the transfer of data from our previous ..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075493) JR Joseph R. President > "Obviously no program is perfect, but from our point of view the negatives about Wealthbox are so miniscule there is no need to even..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064188) MW Matt W. Operations Manager > "The email updates are the best for me when traveling it give me the contact info and I can call without logging in. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062416) KW Kevin W. Owner > "The social media feature is not as useful as expected and/or not relevant" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064339) JB Jeff B. Principal/Advisor > "We like that Wealthbox is continuing to add features and benefits including building more integrations with other pieces of our..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064253) CH Chris H. Managing Partner > "Relative inflexibility, some integrations aren't as deep as they could be." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3086519) ZS Zane S. Service Partner > "All client data is in one accessible place, which flows through to all the tools we use and were easily integrated with Wealthbox." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062479) MM Matthewe M. Financial Advisor > "Makes me not want to really fill out detailed data on them." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062613) MA Matthew A. CFP > "I find myself working as a team with another advisor and their staff more often, and Wealthbox makes it easy to coordinate efforts..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075231) DL Danielle L. Advisor Assistant > "Also I have noticed that the email sync always needs to be redone." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075914) DP David P. founder > "I like that it has a clean interface, has a great reminder system, has a good build out system for tasks as well" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075135) VR Verified Reviewer Paraplanner > "The lack of willingness to take the needs of UK financial advisers into account" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075363) KF Ken F. Owner > "Wealthbox keeps that from happening if you have a staff member willing to do the task when they see the task. And I do have staff..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3067375) TM Theresa M. Executive Office Manager > "Additionally, an enter key sent the email, way uncool." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3080798) DF Donna F. Operations Manager > "Easily accessible on the go when you need to quickly check something." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___4318923) RH Rick H. Financial Life Advisor > "The phone app sometimes does not cooperate quickly." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062660) AP Andy P. Financial Advisor/Owner > "The folks at Wealtbox also worked with a new provider that I use for email campaigns that saves me at least six hours every week!" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062468) PF Philip F. Financial Advisor > "I dont like the e mail feature and use it every week. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3068993) CH Chris H. Managing Partner > "Ease of use, activity feed for keeping an eye on the team, ability to note, task, etc. all from the front page, integrations with..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3086519) Joel V. Owner > "Contacting customer service has been painful in the past. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064596) MV Mike V. President & CVO > "The entire firm uses it daily and it improves efficiency and drive customer service up." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075693) KF Ken F. Owner > "I simply will not allow for prospects to fall into a crack." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3067375) SS Sally S. Senior Planner > "The ability to link future tasks to client accounts is the most useful tool in my opinion." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064675) VR Verified Reviewer IAR > "I personally am frustrated with how expensive everything is related to our industry, it's ridiculous. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3095906) AC Anthony C. Director of Operations > "WealtBox does everything we need and the team over at WealthBox is more than accommodating when it comes to listening and assisting..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3086143) JR Joseph R. President > "We have yet to find anything that was a problem in our everyday use." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064188) CD Chris D. Financial Planner > "They are the best in tracking lots of information about the clients that are relevant." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062437) TF Thomas F. Financial Advisor > "It is on the expensive side compared to other CRMs in the industry." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062486) NK Neil K. Owner > "It's intuitive and easy to use for task management, workflows and utilizing templates for email (if you have email integration)." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3065251) CG Caroline G. Marketing Associate > "It feels underdeveloped and incorrect." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3504844) TA Tammy A. Office Mgr > "Able to tag a client without going in their profile, no complicated steps, great functionality." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064012) BS Babette S. Vice President Operations > "We hated the clunky CRM we had been using and found Wealthbox. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064513) TM Teresa M. Office Manager > "I love the tabs and that you can customize the data page." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3072133) AS Alan S. Principal > "Our greatest hesitation was the of telephone support." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064890) Joel V. Owner > "The workflows, being able to design a process and implement other team members is wonderful." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064596) VR Verified Reviewer Wealth Advisor > "No phone support" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062460) AP Andy P. Financial Advisor/Owner > "WB helps me manage every aspect of my business relating to clients." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062468) CH Chad H. Owner > "I don't waste time repeating simple tasks over and over." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075273) BS Babette S. Vice President Operations > "It was easy to migrate all of our data and they are continually coming out with improvements and new features that improve the work..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064513) MG Mark G. CEO > "I think the opportunity function needs help" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3086157) AB Anna B. Financial Advisor > "Entering client notes can be done quickly from the home page. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3078441) PT Pierre T. Director > "A few functions not possible, eg create tasks in bulk." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___2324665) EN Elsie N. Client Service Associate > "We had another CRM that was not using the most recent technology, Welathbox is just so great and the site is clean and easy to..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075493) CH Chris H. Managing Partner > "It wasn't "fun" or "easy" to use." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3086519) [View Reviews](https://www.capterra.com/p/175666/Wealthbox/reviews/) ## User interface 4.28 (711) [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/) 4.65 (146) ## 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 Sage Intacct Top features 41/50 - Accounting - Accounting Integration - Activity Dashboard - Ad hoc Reporting - AI Copilot - Alerts/Escalation - Alerts/Notifications - Amortization Schedule - API - Asset Lifecycle Management - Audit Management - Audit Trail - Billing & Invoicing - Budgeting/Forecasting - Capitalization Reporting - Cash Flow Management - Compliance Management - Configurable Workflow - Contact Management - Contract/License Management - Critical Date Alerts - Currency Conversion - Customizable Fields - Customizable Reports - Dashboard Creation - Data Import/Export - Document Management - Document Storage - Expense Tracking - Financial Analysis - Financial Management - Fixed Asset Management - Forecasting - For Equipment Leases - For Real Estate - General Ledger - Generative AI - Invoice Management - Mobile Access - Multi-Currency - Multi-Location - Payment Tracking - Portfolio Management - Purchase Order Management - Real-Time Reporting - Reminders - Reporting/Analytics - Reporting & Statistics - Search/Filter - Tax Management [See all features](https://www.capterra.com/p/76/Intacct/#features) Wealthbox 11/50 - Accounting - Accounting Integration - Activity Dashboard - Ad hoc Reporting - AI Copilot - Alerts/Escalation - Alerts/Notifications - Amortization Schedule - API - Asset Lifecycle Management - Audit Management - Audit Trail - Billing & Invoicing - Budgeting/Forecasting - Capitalization Reporting - Cash Flow Management - Compliance Management - Configurable Workflow - Contact Management - Contract/License Management - Critical Date Alerts - Currency Conversion - Customizable Fields - Customizable Reports - Dashboard Creation - Data Import/Export - Document Management - Document Storage - Expense Tracking - Financial Analysis - Financial Management - Fixed Asset Management - Forecasting - For Equipment Leases - For Real Estate - General Ledger - Generative AI - Invoice Management - Mobile Access - Multi-Currency - Multi-Location - Payment Tracking - Portfolio Management - Purchase Order Management - Real-Time Reporting - Reminders - Reporting/Analytics - Reporting & Statistics - Search/Filter - Tax Management [See all features](https://www.capterra.com/p/175666/Wealthbox/#features) ### Recognition No recognitions have been awarded to Sage Intacct Wealthbox is recognized as a top-rated tool in 1 Capterra Shortlist reports ### 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 Wealthbox 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 Wealthbox - By Starburst Labs - Located in United States - Founded in ## Popular Comparisons [Sage Intacct](https://www.capterra.com/p/76/Intacct/)[4.28 (711)](https://www.capterra.com/p/76/Intacct/reviews/) vs [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[4.34 (8,475)](https://www.capterra.com/p/190778/QuickBooks-Online/reviews/) Contact vendor for pricing Price $38/month 4.2 Features 4.3 4.2 Ease of Use 4.2 [View full comparison](https://www.capterra.com/compare/76-190778/Intacct-vs-QuickBooks-Online) [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)[4.65 (146)](https://www.capterra.com/p/175666/Wealthbox/reviews/) vs [Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/)[4.09 (85)](https://www.capterra.com/p/121349/RedTail-CRM/reviews/) $59/month Price $39/month 4.4 Features 4.0 4.8 Ease of Use 4.0 [View full comparison](https://www.capterra.com/compare/121349-175666/RedTail-CRM-vs-Wealthbox) [Sage Intacct](https://www.capterra.com/p/76/Intacct/)[4.28 (711)](https://www.capterra.com/p/76/Intacct/reviews/) vs [QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/)[4.51 (20,659)](https://www.capterra.com/p/174984/QuickBooks-Enterprise/reviews/) Contact vendor for pricing Price $2210/year 4.2 Features 4.4 4.2 Ease of Use 4.3 [View full comparison](https://www.capterra.com/compare/76-174984/Intacct-vs-QuickBooks-Enterprise) [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)[4.65 (146)](https://www.capterra.com/p/175666/Wealthbox/reviews/) vs [Maximizer CRM](https://www.capterra.com/p/154610/Maximizer-CRM/)[4.06 (366)](https://www.capterra.com/p/154610/Maximizer-CRM/reviews/) $59/month Price $65/month 4.4 Features 3.9 4.8 Ease of Use 3.9 [View full comparison](https://www.capterra.com/compare/154610-175666/Maximizer-CRM-vs-Wealthbox) [Sage Intacct](https://www.capterra.com/p/76/Intacct/)[4.28 (711)](https://www.capterra.com/p/76/Intacct/reviews/) vs [Xero](https://www.capterra.com/p/120109/Xero/)[4.40 (3,307)](https://www.capterra.com/p/120109/Xero/reviews/) Contact vendor for pricing Price $25/month 4.2 Features 4.3 4.2 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/76-120109/Intacct-vs-Xero) [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)[4.65 (146)](https://www.capterra.com/p/175666/Wealthbox/reviews/) vs [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,982)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) $59/month Price $14/month 4.4 Features 4.3 4.8 Ease of Use 4.2 [View full comparison](https://www.capterra.com/compare/155928-175666/Zoho-CRM-vs-Wealthbox) [Sage Intacct](https://www.capterra.com/p/76/Intacct/)[4.28 (711)](https://www.capterra.com/p/76/Intacct/reviews/) vs [NetSuite](https://www.capterra.com/p/135757/NetSuite/)[4.23 (2,052)](https://www.capterra.com/p/135757/NetSuite/reviews/) Contact vendor for pricing Price Contact vendor for pricing 4.2 Features 4.2 4.2 Ease of Use 4.0 [View full comparison](https://www.capterra.com/compare/76-135757/Intacct-vs-NetSuite) [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)[4.65 (146)](https://www.capterra.com/p/175666/Wealthbox/reviews/) vs [eWay-CRM](https://www.capterra.com/p/152769/eWay-CRM/)[4.47 (823)](https://www.capterra.com/p/152769/eWay-CRM/reviews/) $59/month Price $20/month 4.4 Features 4.3 4.8 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/152769-175666/eWay-CRM-vs-Wealthbox) [Sage Intacct](https://www.capterra.com/p/76/Intacct/)[4.28 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