Sage Intacct vs Carta: Which is a better fit?

Chelsea L.: My name is Chelsea, and I'm the HR Inclusion and Experience Partner and I rate Sage Intacct to three out of five. Please click below for more information. So I use Sage Intacct at our company for purchase requisitions. So on a day-to-day basis, we basically put in information based on the budget needs. And then we let our payroll and finance team know what our team is and our departments are doing, what kind of budgets and money we need to be approved for. And they're categorized by the different budgets that we have in place. One of the great things I like about Sage Intacct is a lot of options. So you can search in many different ways. You can copy over your purchase requisitions without starting from scratch. You can view what you've had over a very long period of time. So you can compare, maybe backtrack if you need. And there's a lot of different columns and categories that you can actually filter your information by. So that makes it easier in a sense to make sure you're really tagging the right budget. You're really putting the requisitions in the right categories, so that you can find the money that you need and make sure it gets tagged into the correct aspects of the budget. Some of the things that are a bit problematic about Sage Intacct, I would say is also a double edge sword. Even though you can categorize your budget by a lot of different types of information, that's also a problem, because it can get really confusing for people if you don't use it on a daily basis, maybe someone who's training for the first time, only uses it once a month to put in a purchase requisition. It can be a little bit hard for them to find all the different categories and know what they mean. On the other hand, there's also errors often and the errors can push through. So when you put a purchase requisition through and maybe the budget category is warning you that there might be issues with it, but you can go ahead and push it through. So I have mix feelings about that. I'm not on the finance team, so I can't speak from them how they feel when they receive it. But on my side of things, seeing that I can actually still push them through. I'm not sure how that affects the finance team when they do the budgets.

Sho L.: My name is Sho, I am corporate counsel and I give my Carta rating a four out of five and for more reviews like this, please see below. So currently, I use Carta to help administer equity awards on behalf of the company for our employees. What I like best about Carta, it's definitely a very streamlined process for when I want to administer equity awards for the company's employees. So this includes stock options, R issues and shares of stock. I will also say that they're really good at assisting you if you have any issues. So they have a list of articles for when you need to troubleshoot and those are helpful for the most part but when they're not as helpful, you can always reach out to Carta, their Help Support Center and somebody will either get ahold of you via email or you can talk to them live. And all the representatives that I've worked with have been very helpful if I have any issues or problems that I need to take care of in the Carta platform. What I like least about Carta, it's a very specific issue, is that when we request a repricing of some of the stock options, they actually end up getting canceled and showing up as canceled instead of just amending. And so whenever that happens, we often get a lot of questions from employees saying and wondering, "Oh, why is my stock options canceled?" And so I think that's just a functionality with Carta that I don't know if they're able to change.