--- title: "Sage Intacct Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Sage Intacct Software - reviews, pricing plans, popular comparisons to other Accounting products and more." source_url: "https://www.capterra.com/p/76/Intacct/" page_type: "product" language: "en" --- # Sage Intacct Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 20, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Users](#users)[Pros and Cons](#pros-cons)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Sage Intacct ## What is Sage Intacct? Choose the flexible and scalable financial platform that delivers deep accounting capabilities, including payroll, tax filings, and inventory tracking tools, across multiple industries designed with a single aim—to accelerate your success. Small to medium-sized businesses prefer Sage Intacct for its ease of use, integrated multi-dimensional reporting, high customer satisfaction, dedicated support, and more. Maximize impact and future-proof your business with a partner who can scale with you. ## What is Sage Intacct used for? [Accounting](https://www.capterra.com/accounting-software/)[Financial Reporting](https://www.capterra.com/financial-reporting-software/)[Accounts Payable](https://www.capterra.com/accounts-payable-software/) Recognitions Shortlist Overall rating Based on 716 user reviews Reviews sentiment Positive 86% Neutral 10% Negative 3% Pros & cons Flexible cloud-based financial platform Real-time customizable dashboards High and escalating costs Frequent technical glitches and errors Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... - Accounting / 2026 - Billing and Invoicing / 2026 - Expense Report / 2026 - Financial Reporting / 2026 - Order Management / 2026 - Purchasing / 2026 - Accounts Payable / 2025 - Accounts Receivable / 2025 - Budgeting / 2025 - Enterprise Resource Planning / 2025 - Financial Management / 2025 - General Ledger / 2025 - Recurring Billing / 2025 - Spend Management / 2025 - Time and Expense / 2025 Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## Sage Intacct alternatives Highest Rated [4.4 (3,318)](https://www.capterra.com/p/120109/Xero/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [4.2 (2,063)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [4.0 (624)](https://www.capterra.com/p/174753/Sage-50cloud/reviews/) Starting price $124.42 Per User, Per Month Pricing Options Free Trial Free Version User Rating 76% of reviewers rated it above 4 stars [4.2 (1,323)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting price $31.10 Per User, Per Month Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/76/Intacct/alternatives/) ## FAQs about Sage Intacct Overview ### What problems does Sage Intacct solve? Sage Intacct solves manual month-end close, error-prone consolidations, fragmented reporting, and poor visibility across entities, departments, projects, and currencies. Finance teams, controllers, CFOs, project managers, and nonprofit leaders use it to automate billing, approvals, reconciliations, and recurring entries while giving executives real-time dashboards for faster decisions. Answer based on 214 reviews Overview ### Which roles and teams benefit most from Sage Intacct? Sage Intacct is most used by finance and accounting teams, including controllers, accountants, accounting managers, and finance directors who manage general ledger, accounts payable, accounts receivable, reporting, and month-end close. CFOs, CEOs, and finance leaders rely on dashboards, budgeting, and financial visibility, while analysts and project managers track performance and spending. Answer based on 650 reviews Overview ### What company size and industries is Sage Intacct built for? Sage Intacct is built for growing organizations above $5M in revenue, with 63% of reviewers from small businesses and Non-Profit Organization Management leading at 13%. It also serves midsize businesses at 22% and enterprises at 15%, with strong use in Accounting at 11% and Hospital & Health Care at 8%. Answer based on 712 reviews Features and Usability ### What are the key features of Sage Intacct? Sage Intacct includes core accounting tools such as general ledger, accounts payable, accounts receivable, billing and invoicing, and bank reconciliation. Its differentiators are custom reporting, dimensional financial reporting, dashboards, multi-entity consolidation, approval workflows, and API integrations, which support real-time visibility, audit trails, and configurable finance processes. Answer based on 230 reviews Integrations ### Which third-party tools and platforms does Sage Intacct integrate with? Sage Intacct integrates with over 100 third-party tools, including Microsoft Excel and Microsoft Outlook for reporting and email, Expensify, BILL, and Nexonia for expenses and payables, plus Salesforce, Authorize.net, and ADP Workforce Now. Official catalog listings also include Avalara, AvidXchange, Airbase, and BlackLine. Answer based on 130 reviews Getting Started and Support ### How easy is it to onboard and train a team on Sage Intacct? Sage Intacct offers in-person training, live online sessions, webinars, documentation, and videos, giving teams several ways to learn. Reviewers say everyday users, beginners, and nontechnical staff often ramp up quickly for basic tasks, while admins, report builders, and multi-entity teams usually need more time and structured training. Answer based on 97 reviews Getting Started and Support ### What customer support options does Sage Intacct offer, and how do users rate the experience? Sage Intacct offers email/help desk, FAQ/forum, a knowledge base, phone support, 24/7 live representatives, and chat. Users describe support as mixed: many report quick, helpful responses, useful articles, webinars, and community resources, while others cite slow ticket resolution, inconsistent expertise, and difficulty reaching the right person for urgent issues. Answer based on 137 reviews Security ### How does Sage Intacct handle data security and access control? Sage Intacct uses role-based permissions, customizable user access levels, strong internal controls, audit trails, audit controls, and backup to protect financial data. Reviewers value locking down users by function and maintaining remote access, though some say setup can be cumbersome, restrictions overly aggressive, and occasional login or two-factor issues frustrating. Answer based on 76 reviews Custom reporting ### How good is Sage Intacct for custom reporting? Sage Intacct offers flexible custom reporting with strong dimension-based analysis, but building advanced reports often takes training and extra effort. Finance teams value real-time financial reporting, drill-down visibility, and customizable dashboards, while some small business users and non-financial staff find the report writer dated, complex, and less intuitive for ad hoc needs. Answer based on 230 reviews ## Who uses Sage Intacct? Based on Capterra reviews from the past year Talk to a software expert to get a free software list tailored to your business needs ## Pros and Cons Flexible cloud-based financial platform 98% positive reviews out of 49 Most reviewers indicate cloud integrations enable secure, remote access and real-time collaboration from any location. Toni Z. Finance manager, 11 - 50 employees. "Some of the most likeable pros with Sage Intacct are the cloud access anywhere without VPNs or desktop installs, the growing automation technology being offered and the potential of the dashboard capabilities." High and escalating costs 59% negative reviews out of 73 Some reviewers indicate pricing is expensive, with rising fees and extra charges for features or support. David S. President, 11 - 50 employees. "Cost is becoming unreasonable from initial start of contract. Despite discussions about this, the account manager continues to try and get more money. Despite hours left on contract, I was required to sign a new agreement committing to additional cost." Real-time customizable dashboards 97% positive reviews out of 31 Most reviewers describe dashboard features as highly adaptable, offering instant insights and supporting informed decisions. Joey W. Staff Accountant, 51 - 200 employees. "Its customizable dashboards and robust reporting tools allow quick access to key financial insights, helping with faster and more informed decision-making." Frequent technical glitches and errors 74% negative reviews out of 58 Most reviewers report bugs and issues cause delays, complicate error correction, and require significant effort to resolve. Matt M. VP CFO, 1,001 - 5,000 employees. "Bugs and Issues - my background is IT and I am shocked at the number of bugs and issues we continue to face." Streamlined multi-entity operations 97% positive reviews out of 30 Most reviewers report multi-entity management simplifies consolidations, supports multiple currencies, and saves significant time. HEMANT K. Manager, 201 - 500 employees. "The dimensional accounting model and real-time dashboards significantly improved financial visibility and decision-making, while features like multi-entity consolidation and automation streamlined month-end close and reduced manual effort." Complex account and payment processes 65% negative reviews out of 51 Some reviewers find accounts and payments confusing, with complicated workflows and difficulties handling renewals or transactions. Anita M. Finance director, 51 - 200 employees. "This process is creating hundreds of account code combinations and making the audit much harder" ## Features AI summary Based on 11,280 Accounting reviews Capterra data shows that buyers of accounting software rank the following features as their top priorities: - **Income & Balance Sheet** (**57%** of reviewers rated this feature as critical) - **Financial Reporting** (**52%**) - **General Ledger** (**51%**) Sage Intacct supports all three of the features reviewers value most: **Income & Balance Sheet**, **Financial Reporting**, and **General Ledger**. Combined, these capabilities give businesses a clear view of financial position, improve reporting accuracy, and keep core accounting records organized, helping teams monitor performance, make informed decisions, and maintain day-to-day financial control. Income & Balance Sheet 4.4 (168) 88.10% of 168 reviewers that rated this feature as important or highly important It gives you customizable, continuously updated financial statements for real-time analysis. Users think the statements are easy to tailor, review, and group by account, though some mention setup requires attention and adapting reports can be more complex than expected. Financial Reporting 4.1 (189) 85.71% of 189 reviewers that rated this feature as important or highly important Sage Intacct offers flexible, customizable reporting and dashboards. Some reviewers feel report creation is powerful but not always intuitive, with a learning curve for advanced customization. Users value the ability to save, filter, and automate reports for various organizational needs. Expense Tracking 4.2 (41) 68.29% of 41 reviewers that rated this feature as important or highly important Monitor and record expenses such as purchases or charges incurred Bank Reconciliation 4.3 (207) 86.96% of 207 reviewers that rated this feature as important or highly important You benefit from streamlined, automated reconciliation with direct bank feeds and matching rules. Reviewers indicate the process is easy and saves time, though some report occasional sync issues, manual steps, and a less intuitive interface compared to other applications. Billing & Invoicing 4.4 (85) 65.88% of 85 reviewers that rated this feature as important or highly important Create, manage, and send invoices or bills to customers General Ledger 4.6 (213) 88.26% of 213 reviewers that rated this feature as important or highly important With this capability, you can easily manage and report financial data using flexible dimensions and a condensed chart of accounts. Reviewers appreciate the intuitive setup, straightforward journal entries, and robust multi-entity support, noting strong visibility and reliable, accurate records. Sage Intacct 270 features ### All Features - "What If" Scenarios: Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities - 1099 Preparation: Generate, file and review 1099 tax forms for IRS (Internal Revenue Service) - Access Controls/Permissions: This aspect helps you tailor user access and maintain internal controls. Reviewers appreciate the granular, customizable permissions and ease of setup, but some say more detailed permission levels and clearer navigation would improve the experience. - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Accounting Integration: Integrate with a third-party accounting system - Accounts Payable: Track money owed to a company's creditors/suppliers - Accounts Receivable: Track outstanding invoices and the money owed from clients - Accrual Accounting: Recognizing income when earned and expenses when incurred regardless of when cash is received or disbursed. - ACH Payment Processing: Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Ad hoc Reporting: Generate one-off reports that meet information requirements - Aging Tracking: Categorizes outstanding invoices based on the amount of time they have remained unpaid - AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Analytics: Tools for the systematic analysis of various types of data or statistics - API: Application programming interface that allows for integration with other systems/databases - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Approval Workflow: Route documents and other data through one or more stakeholders for review and approval - Asset Accounting: Manage adding fixed assets to proposed budgets - Asset Lifecycle Management: Manage assets throughout their lifecycle to optimize profit - Asset Tracking: Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle - Attendance Management: Manage attendance for classes, shifts, meetings, or events - Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Automatic Billing: Setup and send recurring or automated bills - Bank Reconciliation: You benefit from streamlined, automated reconciliation with direct bank feeds and matching rules. Reviewers indicate the process is easy and saves time, though some report occasional sync issues, manual steps, and a less intuitive interface compared to other applications. - Bankruptcy Case Management: Management of a legal case related to insolvency of a business or individual - Billable Items Tracking: Track the list of items required to be billed/invoiced to clients - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Billing Rate Management: Setting up the amount/charge for per hour of work by a company or professional - Bills of Material: Material list of manufacturing parts and associated costs - Budget Management: Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure - Budgeting/Forecasting: Create budgets based on historical data and future projections - Business Intelligence: Technological processes and strategies used for collecting, managing, and analyzing organizational data - Calculators: A tool for automating mathematical calculations - Cancellation Management: Allow customers to cancel their subscription remotely. - Cash Flow Analysis: Calculates a company's working capital which is the amount of money a company has available to run its business - Cash Flow Management: Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period - Cash Management: Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances - Chart of Accounts: A financial statement that lists a company's accounts and details the account type and balance - Check Processing: Receive and deposit or issue and record check payments - Check Writing: Issue payments to third parties via checks - Claims Management: Process of submitting and following up on claims with insurance companies - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commission Management: Tracking, calculating, and paying commissions and earnings to employees - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Configurable Workflow: Configure existing workflows to meet your organization's needs - Consolidation/Roll-Up: Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Contingency Billing: Business model where clients pay their lawyer a fee only if the case is won/settled successfully - Contract/License Management: Track, store, and access client contracts or licenses - Controls Audit: Establish requirements for testing to reduce risks - Core Accounting: Streamlines the entire accounting process, from ledger entries and expense tracking to accounts payable, financial reporting and more. - Corporate Card: Manage and track credit cards that are distributed to employees to use for authorized business expenses - Cost Management: Manage budgets, track and optimize spending and align capacity to workload demand - Cost Tracking: Process to track, record, and analyze expenses that occurred over the entire duration of a given project - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Currency Conversion: Change one currency to another based on real-time rates/values - Customer Accounts: Record customer information, purchase history, and other notes - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer History: Access previous interactions or concerns to maintain customer relationships - Customer Statements: Reports that show customers their invoices, payments, and balance on the account - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Invoices: Invoices that can be tailored according to company's branding, payment terms and personalized information - Customizable Reports: Alter the layout and content of reports - Customizable Rules: Rules followed by the software/AI can be configured by users to suit their specific needs - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Dashboard Creation: Creation and customization of dashboards - Data Extraction: Automatically retrieve and pull information from documents, websites, images, data sets, and other sources - Data Import/Export: Import and export data to and from software applications - Data Synchronization: Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency - Data Visualization: Graphical representation of data - Deal Management: Defines specific deal parameters to negotiate and secure deals - Deferred Billing: Buyer isn't billed until the period is up without any interest charges - Distribution Management: Financial management for all distribution-related activities, including inventory, warehouse, purchasing, sales, etc. - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Donation Management: Track/record financial donations made by members, along with the issuance of tax receipts/documents - Donation Tracking: Track and view detailed financial donation history made by contacts and members - Donor Management: Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Dues Management: Track and collect membership dues - Dunning Management: Process of automatically notifying clients when payments fail to ensure invoices are paid - Duplicate Payment Alert: Receive an automatic notification when the exact same payment is about to be initiated for the second time - Electronic Funds Transfer: Transfer money electronically between two bank accounts - Electronic Payments: Electronically collect payments for goods or services - Email Management: Manage, store and organize emails within the system or via third-party apps - Enrollments/Onboarding: Manage the enrollment and onboarding of all new members and accepted applications - ERP integration: Integrate with existing ERP systems - Event Management: Schedule and manage the logistics of activities and other gatherings - Expense Claims: Attaching relevant receipts or supporting documents to submit expenses for reimbursement - Expense Management: Plan, pay and track business related expenses. - Expense Tracking: Monitor and record expenses such as purchases or charges incurred - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - Financial Aid Management: Manage information and/or provide updates regarding student financial aid - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Management: Plan, manage, and track the financial activities of an individual or organization - Financial Reporting: Sage Intacct offers flexible, customizable reporting and dashboards. Some reviewers feel report creation is powerful but not always intuitive, with a learning curve for advanced customization. Users value the ability to save, filter, and automate reports for various organizational needs. - Fixed Asset Management: Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history - For AEC Industry: Primarily serving architecture, engineering, and construction industry professionals - For Financial Institutions: Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies. - For Higher Education: Software designed for higher education organizations - For Lawyers: Software is specifically designed to address the needs of professionals in the law industry - For Medical Purposes: Intended for medical use such as diagnosis, treatment, and consultation - For Nonprofits: Software specialized for non-profit organizations - For Real Estate: For realtors, real estate investors, property managers, and other real estate professionals. - For Religious Organizations: Primarily serving churches and religious organizations - For Schools: Designed to be used by kindergarten, primary, middle, and senior secondary schools. - For Small Businesses: Designed for small businesses - For Trucking Industry: Designed to be used by trucking businesses - Forecasting: Form predictions based on past and present data/trends - Forms Automation: Automate repetitive tasks such as filling out information or creating certain types of forms - Fraud Detection: Identify and prevent suspicious activity - Fund Accounting: Manage revenue acquired through grants, donations, and other sources (accountability vs. profitability) - Fund Management: Manage allocation and performance of financial assets - Fundraising Management: Activities related to raising money for a specific cause - General Ledger: With this capability, you can easily manage and report financial data using flexible dimensions and a condensed chart of accounts. Reviewers appreciate the intuitive setup, straightforward journal entries, and robust multi-entity support, noting strong visibility and reliable, accurate records. - Grant Award Tracking: Track grant submission requirements, deadlines, and financial documentation for awarded grants - Grant Management: Monitor application statuses, proposals and award funds - HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection - Hourly Billing: Business model that charges based on the amount of time spent on an hourly basis - HR Management: Automates core HR functions such as talent management, employee evaluation and learning management - Income & Balance Sheet: It gives you customizable, continuously updated financial statements for real-time analysis. Users think the statements are easy to tailor, review, and group by account, though some mention setup requires attention and adapting reports can be more complex than expected. - Integrated Business Operations: Integrated suite of industry-specific operations management applications (Supply Chain, HR, Project Management, Manufacturing, etc.) - Inventory Auditing: Cross-checking financial records with physical inventory counts and records - Inventory Control: Monitor product stock levels - Inventory Management: Track and manage inventory levels to maintain proper supply - Inventory Optimization: Maintain and control the stock level of inventory - Inventory Tracking: Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items - Investment Management: Manage and handle financial assets as well as other investments. - Invoice Creation: Create invoices from scratch or have recurring invoices - Invoice History: Store and view prior invoices for each account/client - Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes - Invoice Processing: Creation, processing, verification, and execution of invoices till the payment is made - Job Tracking: Track and visualize the status of an ongoing job and the time spent on tasks or projects - K-12: Software designed for kindergarten through 12th grade schools - Key Performance Indicators: Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity - Lease Management: Manage and monitor rental payments, coordinate any tenant alterations, and handle lease amendments - Manufacturing Inventory Management: Software specialized for manufacturers to track work orders, bills of materials, and manufacture orders to help streamline operations - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Member Database: Add, store and access information pertaining to members - Membership Management: Database of members to track personal information of individuals and families - MES: Manufacturing execution systems focus on quality control in the production process. - Milestone Tracking: Monitor task progress and planned accomplishments to better manage project status - Mobile App: Access the system via a mobile application - Mobile Payments: Clients can submit payments via mobile devices - Mobile Receipt Upload: Scan and upload receipts to a central database using a mobile device - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-Channel Management: Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels - Multi-Company: Manage the accounting and financial aspects of multiple locations or companies in a single location - Multi-Currency: Manage and handle various international currencies - Multi-Department/Project: Manage the accounting and financial aspects of multiple operations and departments or ongoing projects from a single location - Multi-Language: Manage and support multiple languages - Multi-Location: Manage and support multiple locations - Multi-Period Recurring Billing: Set rebilling periods, charging customers one rate annually or semi-annually, then a better rate afterward, as a subscriber benefit - Multi-Property: More than one location - Multiple Payment Options: Process payments via multiple modes directly through the application - Multiple Projects: Ability to handle several projects simultaneously - Online Invoicing: Create, send, and view electronic invoices - Online Payments: Accept and process online payment transactions - Order Management: Manage and track customer orders for goods, investments, or any other purchases - Order Processing: Send / receive, process, and execute orders - Order Tracking: Track orders throughout the fulfillment process - Overpayment Processing: Flag a transaction when a customer pays more than they owe and either refund the overpayment or save the overpayment as a credit - Partial Payments: Allow customers to make a partial payment on an invoice and track remaining debt - Payment Collection: Tracking, managing, and initiating the transfer of funds for overdue customer payments - Payment Processing: Accept, record, and reconcile financial transactions - Payroll Management: Manage employee salary processes, data, taxes, and records administration efficiently - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Predictive Analytics: Predict future data based on historical data sets - Prioritization: Arrange tasks based on the level of priority or urgency - Process Modeling & Designing: Visually identify, define, and map all details and relationships surrounding business process models and elements - Procurement Management: Organize and manage all processes/procedures involved in purchasing goods and/or services - Product Identification: Ability to link barcodes or serial numbers with specific items for identification - Production Scheduling: Plan and schedule the use of production resources - Profit/Loss Statement: A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time - Profitability Analysis: Evaluate the degree to which business operations bring monetary gains - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Project Accounting: Manage and track financials on a project-to-project basis - Project Billing: Business model that bills clients an amount based on the project/task/job performed - Project Costing: The process of estimating and tracking the expenses incurred for a specific project - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Project Planning: Organize and schedule projects - Project Templates: Pre-designed project plans that can be customized - Project Time Tracking: Measure time to completion or hours worked for projects - Project Tracking: Monitor the progress of projects from start to finish - Project Workflow: Create, manage, or update project workflows. - Projections: Estimate or forecast of a future scenario based on the study of present trends - Property Management: Add, view, and edit details of all properties managed by an agency that are available for sale or rent - Proposal Generation: Create proposals based on costs of labor and materials - Purchase Order Management: Create, send, and track purchase orders and their statuses - Purchase Order Reconciliation: Aligns purchase orders with incoming invoices and receiving reports - Purchasing & Receiving: Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity - Quality Management: Focuses on improving processes by collecting data and spotting bottlenecks or other challenges. - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Real-Time Monitoring: Active monitoring of systems, applications, or networks - Real-Time Reporting: Active reporting of data and metrics - Real-Time Updates: Receive system updates as soon as any changes are made - Receipt Management: Upload, track, and submit receipts in a central database - Receivables Ledger: A list of customers and their payments due updated on a monthly basis - Recommendations: Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement - Recurring Invoicing: Generate recurring invoices - Recurring Payments: Automatic and regular transactions made through a secure online platform at predetermined intervals (monthly, quarterly, etc.) - Recurring/Subscription Billing: Automated process of charging customers at regular intervals for repeated access or use of a product or service - Refund Management: Oversee the process of issuing refunds - Reimbursement Management: Manage compensation for out-of-pocket expenses incurred by an employee, client or another party - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Remote Access/Control: Access work applications remotely, for when working away from the office and/or traveling - Rent Collection: Collect payments from tenants via online or offline mode, create recurring schedules and send reminders - Rent Tracking: Tracking previous payments, the next due payment and regularity in monthly rent collection from tenants - Reorder Management: Purchase and replenish product stock based on inventory levels and needs - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Reporting/Project Tracking: Track task progress, milestones, delays, or other key information and generate reports on them for evaluation - Requirements Management: Enables creation, management, and tracking of product requirements & features during product production/development - Requisition Management: Review, approve and cancel requests for goods/services to be purchased - Resource Allocation: Assign available resources to various projects and tasks - Resource Allocation & Planning: Assign available resources (human and/or non-human) to various projects and tasks - Resource Management: Process of planning, scheduling and executing the optimal and effective use of human capital across projects - Retail Inventory Management: Tracking, organizing, and controlling retail inventory throughout the supply chain and sales process - Returns Management: Track and facilitate returns of products sold - Revenue Management: Monitor sales and make necessary adjustment in order to increase demand and revenue - Revenue Recognition: An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it. - Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties - Rules-Based Workflow: Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work - Sales Order Management: An order generated by a seller to a customer, containing details about products or services - Sales Reports: Reports specific to sales analysis for trends and strategies - Sales Tax Management: Calculation of consumption tax imposed on the sale of goods/services - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Self Service Data Preparation: Access, combine, transform, and store data without the help of an IT department - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Self-Service Reporting: Allow users to create their own reports and financial statements - Shipping Management: Manage and track orders being shipped to customers - Spend Control: Set allowances and ensure employees don't spend more than the allotted amounts - Spend Management: Track the amount of money spent on a certain product or with a certain supplier - Status Tracking: Track the status over time for a request, process, asset, or transaction - Subscription Management: Process of managing customer subscription lifecycle for a recurring service or a product - Subscription Plan Management: Manage the subscription plans of all active members - Supplier Management: Manage all supplier data and operations - Supply Chain Management: Manage the planning and execution of supply chain activities - Task Management: Create, manage and track all task activities and progression - Task Progress Tracking: Track the status and progress of tasks - Task Scheduling: Track and manage the scheduling of tasks - Tax Calculation: Calculate tax and make deductions on gross income from sources like wages, investments or self-employment - Tax Filing: The completion of documentation that calculates earned income and the taxes to be paid, also called a tax return - Templates: Sample files or documents that could be customized as needed or used as is - Territory Management: Organize customer data and accounts by user or geography - Third-Party Integration: Addition of necessary external data, applications, tools, or features - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing - Time Tracking: Measure and track time including hours worked and paid time off (PTO) - Timesheet Management: Track the amount of time spent on a job or task - Transaction History: Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period - Transaction Management: Manage, record and track all business exchanges in form of money and its related interactions in the system - Transaction Monitoring: Monitor or audit historical and current transactions to analyze customer account activities - Usage Tracking/Analytics: Track and interpret metrics on the usage of company resources - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Vendor Managed Inventory: Vendor takes full responsibility for maintaining an agreed inventory of the material on behalf of the buyer - Vendor Management: Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. - Version Control: Track revisions and updates made to files and navigate between different versions - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Warehouse Management: Manage and track operations and inventory within warehouses --- Get Advice We can help you find the software with the features you need. Features 4.2 (632) 4.2 Based on 632 reviews ## Pricing Value for money 4.0 (549) [View all Pricing Plans](https://www.capterra.com/p/76/Intacct/pricing/) Value for money 4.0 (549) 4.0 Based on 549 reviews ## Integrations [ PayPal](https://www.capterra.com/p/207944/PayPal/)[ Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[ Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[ ADP Workforce Now](https://www.capterra.com/p/155895/WorkforceNow/)[ Rippling](https://www.capterra.com/p/172127/Rippling/)[ SAP Concur](https://www.capterra.com/p/380/Concur-Expense/)[ Paychex Flex](https://www.capterra.com/p/119841/Paychex-Flex/)[ Expensify](https://www.capterra.com/p/97594/Expensify/) 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. ## Support, customer service and training options Customer Service 4.0 (581) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.0 (581) 4.0 Based on 581 reviews ## User reviews Overall rating 4.3 Based on 716 reviews Filter by rating 5(333) 4(281) 3(77) 2(15) 1(10) Mentioned topic Sorted by most recent EL Eduardo L. Safety Coordinator II Construction ### "Sage Intacct's Got Your Back" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 17, 2026 My overall experience with Sage Intacct has been really positive. It makes managing accounting, financial data, and reports feel much more organized. I like having everything in one place and being able to quickly find the information I need. The reporting features are especially helpful for getting a clear view of the business. It took a little time to get familiar with the system, but once I got the hang of it, things became pretty easy. Overall, Sage Intacct has made financial tasks more efficient and less stressful, and I’d definitely recommend it. Pros Sage Intacct has been a really great accounting solution overall. It makes managing finances, reports, and everyday accounting tasks feel much more organized. I like how easy it is to access important financial information and keep everything in one place. The reporting tools are especially useful for getting a clear picture of how things are going. It can take a little time to learn all the features, but once you get comfortable with it, everything feels pretty straightforward. Overall, Sage Intacct is reliable, flexible, and a solid choice for businesses that want to simplify their accounting. Cons One downside of Sage Intacct is that it can take some time to get used to. There are a lot of features and settings, so it might feel a little overwhelming when you first start using it. Some of the customization options can also require extra effort to set up. Once you get familiar with the system, though, it becomes much easier to navigate and manage everyday accounting tasks. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. LS Lori S. Director Financial Services ### "Sage Intacct is an intuitive ERP with a clean UI" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 3/10 August 14, 2026 My experience has been great overall. I like the GL and financial reports and the flexibility they have. We also like the number of dimensions allowed and how easy it is to set them up. Pros Ease of use for Sage Intacct is great. I really like the import templates and how you can delete non- required columns. The product is intuitive compared to other ERPs and the support staff do a great job. Cons Sometimes it seems like they try to be all things to all people and add too many features that most people don’t need. Switched from [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) Consolidations and reports were better in Sage Alternatives considered [NetSuite](https://www.capterra.com/p/135757/NetSuite/) Reasons for choosing Sage Intacct Better value for money, more intuitive, better reporting options Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. KM Kaley M. Software Administrator Construction ### "Endless Capabilities" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 August 5, 2026 Sage Intacct was initially quite a hurdle tot take on as it incorporated many changes, 4 months of time to implement, and was implemented solely as the accounting platform for the CSM platform we switched too. Once we were able to truly understand the difference between those transactions entered directly in Intacct and those that were imported from the CSM software, things started to clear up. We began to truly benefit from the transparency and data breakdowns available. Sage Intacct offers endless amount of capabilities and insight into the business once you are able to dissect it. Pros The transparency and capability to deep dive on anything as well as clear visual of who, what, and when transactions occur based on the audit trail. The ability to print checks paying entered bills directly from the platform as going as far as able to generate year end 1099 with the click of a button. Cons Custom Report Writer - while it is exceptionally beneficial to have this capability, it is not very user friendly. There are so many additional areas or reporting we could benefit from, however the report writer is so intricate it becomes overwhelming to use. Switched from [Successware](https://www.capterra.com/p/118860/Successware21/) Legacy product was antiquated where we were looking for a more modern, cloud based platform. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AN Anonymous User Accounting assistant Accounting ### "Sage review " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 August 1, 2026 Sage helps to keep accounts payable and receivable data, helps to create reports that are more easy and efficient than human created data Pros Sage is very useful to keep accounting records and designing reports. It is very easy to understand and learn even of one is a new novice user Cons May include certain forms that are very technical and may require extra payments but overall that creates security of data Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor August 4, 2026 Thank you so much for updating your review. I love seeing how your 'Likelihood to Recommend' rating has increased as you've used the solution over time! Please let us know if you ever need anything! MC McKenna C. Accountant Non-Profit Organization Management ### "Overall, a positive experience using Sage Intacct" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 2.0 2.0 Likelihood to Recommend 8/10 July 21, 2026 My overall experience with Sage Intacct is positive; using it is intuitive and the AP module is very new-learner friendly. Pros I like that Sage Intacct embraces AI for Accounts Payable. Being able to forward invoices/emails to Intacct cuts down on manual entry time, and the system learns how recurring invoices are coded which is also convenient. Processing payments against vendor invoices and recording charge payoffs for credit card transactions is also very simple and straight-forward. Cons The AI learning model could be improved; the coding it provides on recurring invoices doesn't fill in the allocation, and after a recent update it doesn't base the coding off of previous invoices. Instead, it splits the invoice according to the lines on the invoice which makes more work on deleting out all the extra lines, which then changes the invoice total. There is also a lack of customer service for Sage Intacct which is a pain point. Switched from [Blackbaud Financial Edge NXT](https://www.capterra.com/p/27468/Financial-Edge-NXT/) Blackbaud limited us with what we needed to do and was clunky. It wouldn't integrate with a credit card management software. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. MS Michael S. Accounting assistant Non-Profit Organization Management ### "Sage for the first time" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 6/10 July 13, 2026 Great experience! Now that i have been using it for some time i feel comfortable navigating, running reports and tracking my invoices Pros Great customer support from our provider. I use the invoice management system the most and it is very helpful in tracking AR Cons There is a lot to learn and it has taken time to switch over from quickbooks but that is the cost of more powerful software Switched from [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) Not enough dimensions to properly track grants at different locations Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. JC Juan C. VP of Technical Services Computer Software ### "VP of Technical Services" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 July 6, 2026 Overall experience has been good. Our partner is very responsive and knowledgeable. Out of the box integrations with CRM systems are not available directly from Sage, however we've been able to find 3rd party integrations that make the integration more manageable. Pros SaaS solution that is stable and covers all our accounting needs. Seamless integration with our CRM system. Ease of Use by both our accounting department, COO and Sales team, with ease of use with Dashboards. Cons Dashboards load slowly. Get consistent complaints that the speed to run reports is slow. Reports require customized development to be able to calculate Gross Profit values, which should be offered as standard reports. Additional modules such as Contracts come in at a hefty price. Lower price point should be available for small business use. Also ability to process multiple orders at once automatically adds additional manual work. Switched from [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/) Moving from On-premise to SaaS (Microsoft Dynamics GP). Old system was being end of life. Alternatives considered [Dynamics 365 Business Central](https://www.capterra.com/p/212111/Dynamics-365-Business-Central/) Reasons for choosing Sage Intacct Ease of integrations, better overall ratings of the Sage product and ease of use with reporting. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. RN Ravichandran N. CFO Non-Profit Organization Management ### "Intacct - best value for money accounting software." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 2.0 2.0 Likelihood to Recommend 10/10 July 3, 2026 Good. It could see how best to change and respond to technical questions in a timely fashion. It will help customers and their overall satisfaction. Pros Very user friendly. Does not need too many software or technical skills. That is the beauty about the software. Cons It does not have the feature of draft entries like Blackbaud. That is something that can be added by Intacct. Switched from [QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/) Our operations expanded. Needed a good software that good accommodate multi locations. Alternatives considered [Blackbaud Financial Edge NXT](https://www.capterra.com/p/27468/Financial-Edge-NXT/) Reasons for choosing Sage Intacct simplicity and price compared to other products Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. IC Ilaria C. Cultural Journalist Broadcast Media ### "Good for financial reports" 5.0 Overall Rating 5.0 5.0 Ease of Use 2.0 2.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 July 1, 2026 I used it for a few weeks in our financial department, where I reinforced my knowledge of Sage. It can be difficult to use but it is very powerful. Pros Sage Intacct makes accounting and financial management easy for companies. It makes it easy to generate customized financial reports. Cons Without assistance or an everyday user to help you, it's hard to use Sage. The fact is that this is financial software and some mistakes can't be undone, so you have to know what you are doing. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SF Steve F. Accounting Manager Non-Profit Organization Management ### "Sage Intacct a great system the last 8 years!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 June 29, 2026 Overall, it is a great system. We installed it in July 2018 and has been flawless. System up all the time. Staff working remotely without any incidents. Customer support has been great over the years Pros Drill down capabilities of Dashboards and Financial Statements. Access via cloud and flexibility of the modules. Cons Integration of use tax software and or no native solution to track use tax and capability to remit. Manual process. Switched from [Grow](https://www.capterra.com/p/136247/Grow/) Software not focused on needs of not for profit organizations. Alternatives considered [Multiview ERP](https://www.capterra.com/p/820/Multiview/) [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/) [NetSuite](https://www.capterra.com/p/135757/NetSuite/) Reasons for choosing Sage Intacct Either to large or costly for our needs. They each had other systems that were involved for report writing or certain modules like AP. Sage Intacct was fully integrated and we were looking for that at the time. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/76/Intacct/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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