Sage Intacct vs BankSight Intelligent Banking CRM

Starting Price

Not provided by vendor Not provided by vendor

Best For

Well-suited for senior financial roles in mid-sized organizations.

BankSight is purpose-built for customer representatives and bankers at community and regional banks, and credit unions.

Rating


4.2 / 5
(284)
Read All Reviews
(0)

Ideal number of Users

1 - 1000+

100 - 1000+

Ease of Use


4.1 / 5


  • "Helpful, but not very user friendly when it comes to getting Intacct to modify the setup. The A/P section is pretty great though."

  • "Their software solution is great and easy to use. If your looking to change from an outdated solution, this should make the transition easier."



Customer Support


4 / 5


  • "Customer service is some of the best in the industry. They are always ready and able to help."

  • "Customer support was great from the start and the program is flexible in regards to creating reports."



Features & Functionality


4.1 / 5


  • "Awesome Improvements on the Dashboard capabilities and Financial Reports builder module, I'm very impressed."

  • "Very good experience with the software's ease of use and intuitive functionality."



Value for Money


4 / 5


  • "Sage Intacct is a good software, it's not too hard to set up and get running. It's functional and a fair deal for the price."

  • "Revenue recognition templates for accrual based accounting practices, and ability to send an invoice via email with just a couple clicks."



Product Features

  • check Account Alerts
  • check Asset Management
  • check Expense Tracking
  • close Household Tracking
  • close Influence Tracking
  • close Lead Management
  • close Marketing Management
  • close Relationship Tracking
  • close Team Assignments
  • close Territory Management
  • check Account Alerts
  • close Asset Management
  • close Expense Tracking
  • check Household Tracking
  • close Influence Tracking
  • check Lead Management
  • close Marketing Management
  • check Relationship Tracking
  • check Team Assignments
  • close Territory Management

Screenshots

View 1 screenshot 14337 thumb
View 5 screenshots 100715 thumb

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • close In Person
  • check Live Online
  • check Webinars
  • check Documentation
  • check In Person
  • close Live Online
  • close Webinars
  • check Documentation

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Sage Intacct vs BankSight Intelligent Banking CRM

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share Share Your Comparison of BankSight Intelligent Banking CRM vs Sage Intacct