Sage Intacct

The ease with which we can run reports already created and drill down to detailed transactions. The user-friendly layout makes it easy to train new users and find most of what we need on our own. The ease with which we can make changes to transactions or JE's if the books aren't closed, and the ability to close the books easily to keep from changing prior period financials. The number of applications Intacct already integrates with without having to create custom programming. The responsiveness of the application and the fact that it is almost never down. The accuracy of the integrations with other applications. If there's an error, it's always on the other application or user end. Having said that, the explanations for sync errors (when we manually import into Intacct) have never been good and could use much improvement.

Price was the biggest pro when we decided to go with Sage Intacct. We also liked the automated features that we thought we were getting with the setup (we know are learning that those are additional costs). We do like how easy the bank reconciliation is to use now that we have set it up correctly ourselves.

1) Ability to get the best resource on their team to help with an issue, problem or to assist in process improvement. 2) Have experts on staff who are available to assist. We have significantly leveraged their expertise on Dynamic Allocation set up and reporting. They have always met the questions with an open mind and come with with outside the box solutions when needed. 3) Sage Intacct is set up so that the USER can implement, administer and create reporting. There is no need to leverage an internal IT team or a consultant. 4) We have been able to improve our reporting significantly by leveraging the dimensions. We slice and dice the data so that it can be reviewed and leveraged by different executives within the organization.

The reporting. I've invested many hours over the years trying to create and modify reports in Intacct to my needs. However, I find it more complicated and time consuming that it seems like it should be. If I can't figure it out, I'd have to work with an accounting firm to tell them what I need and have them implement it which is never quick or inexepensive. In the end, they don't know our system or organization like I do and I'd like to be able to create reports on the fly if necessary or dashboards that would be useful, but I end up abandoning most efforts because it never turns out like I want and I end up wasting a lot of time. I also mentioned the sync error information when manually uploading files to Intacct. The descriptions of the errors are terrible and always have been. They need to be clear about what the user needs to change or what the error is so we can quickly address it. It's frustrating to have an error and not be able to figure out what's wrong. It's usually something minute, but takes much time to decipher. I'd like more opportunity to try out some of the AI features without having to add a subscription for an additional module or service. This would be best to have it in our own environment so we could see if it would be useful with the way we have our platform structured. Even just a teaser to get the idea would be great. The AI in one application can be very different from another and as a nonprofit, I need to know if I can justify the cost before adding an additional recurring expense.

Everything seems to be a billable service when help is needed. Purchase Orders are set up but they don't work unless we pay a billable service fee. Fixed assets module to track all fixed assets can only track capitalized assets unless we pay a billable service fee. Half the time our support tickets are answered by someone that can't help us and it delays the tickets being fixed.

1) Dynamic Allocations are not set up to be leveraged with the Budget. We created a work around, but it would be great to have the system set up so that dynamic allocations can be leveraged with the budget.