Sage Intacct vs. JobBOSS²

It is well-suited for nonprofit accounting with its ability to track expenses and revenues by both department and funding source. It is easy to set up vendors and customers for invoices and bill payments. It is less appropriate for proper budget management and purchasing with multiple approvers, particularly when edits are required.

Incentivized

Jobboss2 helps with creating routings, tracking hours towards those, and tracking inventory for discrete orders. It does not work well for blanket orders, consignment, or long-term agreements-type contracts with customers. Raw material tracking is completely ineffective with Jobboss2. Costing is quite ineffective with Joboss2. Production/lot planning & scheduling is ineffective and is a huge limiting factor. All of these items require manual tracking in spreadsheets. Jobboss2 has helped us get away from tracking routings with pen and paper and timesheets with pen and paper... but we're still having to use Excel to track consignment, blanket orders, job planning/when to launch new travelers, and costing/quoting. Going from pen and paper routings to digital has been a huge help overall, but the other limitations are incredibly concerning, which has led us to research & possibly switch ERP platforms.

Incentivized

• Custom, real-time financial reporting. I am able to streamline my reporting to pull in various account groups and calculations which save me time from having to do it in Excel.
• Out of the box standard reports for clients who don't require as custom of reporting or even as a great starting point to build out reports.
• Integrations with other platforms, such as Airbase, various banks, Rippling, etc.
• The dashboard module is extremely helpful in my monthly review of various entities.

Incentivized

• Estimating is great once you learn how to use it, and it makes repeat estimates easier than ever.
• Time tracking is amazing for us. It has taken some time to figure out exactly how we want to use the tracking parts, but it's only because it has multiple ways to do the same thing and finding out what works best for us took some time.
• Billing and Purchasing are a breeze. The full package is worth the money to fully integrate the entire business into JobBOSS² since it can handle it all.

Incentivized

• Downloading bill register reports for all the entities at the top level would be helpful.
• An increase in the Time frame of the Auto-Log out feature for security will be helpful.
• I think there is some room in the automation part that can be improved.

Incentivized

• Custom reports - support for this should be included, and not an added cost.
• Margin Summary cost data is broken, duplicating costs. Cannot be used for analysis.
• Scheduling module is difficult to use, difficult to adjust for changing team size and capacities.
• Subassembly jobs show $0 Job Value; this creates a mess when trying to gauge the $/hr profitability of individual job numbers. Because all of the profit is in the parent assembly, most of the hours are stuck with the child jobs showing $0 in sales value.
• My customer service rep cannot answer any technical questions, I'm referred to a support queue.
• Support reps are quick to call an issue DONE and close out my ticket, without verifying that my problem has been addressed.
• I cannot look at my sales backlog and show how many dollars from jobs are scheduled due for this week, next week, the week after, etc.

Incentivized

Sage Intacct continues to well-satisfy our needs and is an easy-to-use product. Service reliability has been excellent. The ability to integrate Sage Intacct with best-in-class companion products that handle expense reporting, budgeting, etc... makes Sage Intacct an excellent value. We continue to be extremely well-satisfied with the results and performance of our experience using Sage Intacct.

Incentivized

The staff enjoy the use of JobBOSS2. We don't have many complaints or issues with the software that are not solved. Support for the product has been improving and that is important for long term success. The cloud application is continually being developed and updated. New abilities are being added to assist with the customers that have strict requirements things like governance items

Incentivized

The ease of use as a seasoned user is wonderful; however, new users struggle to adapt to the program efficiently. Better training videos--all in one location--would be beneficial. The use of a "sandbox" environment is a great tool for new employees or for the fiscal department to test certain journal entries or other transactions to verify accuracy of data.

Incentivized

It is extremely easy to learn and use E2 Shop System. It provides everything a manufacturing company might be looking for, starting from entering a new PO to shipping parts. Routers that get created from E2 Shop System also help track parts on the shop floor and is accessible from every where. E2 Shop System also now has an app, which is great when it comes to scanning router steps directly from your phone.

Incentivized

There has only been one occurrence where Sage Intacct was not available to me, however I had already been working a number of hours trying to get a project completed. It honestly allowed me to step back and take a much needed break.

Incentivized

Have had no issues with availability

Incentivized

As fas as integration is concerned I don't feel this slows Sage Intacct down at all. However, sometimes I do feel it takes some larger reports more time to load due to all the detail. As well as, I "move very fast" in my motions so sometimes I double click on fuctions too quickly and the system seems to think that I have a duplicate request.

Incentivized

Have only had minimal issues with slow processing

Incentivized

Only a few times have we had to reach out to support, and every time we did, we received a relatively quick response and a solution was found fairly quickly. Only once was there an issue that took longer than a week to resolve, but it still did eventually get solved.

Incentivized

Ashlee Ware- Product Support Specialist. We had a wonderful experience with support from Ashlee Ware and she has since become a hero in our company. Ashlee helped us research and clear several open Purchase Orders from 2015 and beyond that were still showing on the open purchase orders report in 2023.

Incentivized

I have taken in person training classes at several of the annual Sage Intacct user conferences. It is very interactive and the trainers are very easy to follow and understand. They are great at getting everyone in the class involved. They also make sure everyone has learned to task before moving to a new one.

Incentivized

Our trainer was very knowledgeable and helpful.

Incentivized

The free training is very minimal. For what we pay for the service, I would like more training. We end up training new users in-house because the provided free training is not nearly comprehensive enough. That being said, the training provided, for the material covered, was adequate and relevant for the given topics.

Incentivized

The videos and live seminars were helpful but not all were as in-depth as needed.

Incentivized

I would not use a thrid party administrator to implement your system, especially if you are going to be modifying the system at all. Use Intacct implementors as they will be able to better support you on any issues that come up after you go live.

Incentivized

I assumed there would be more assistance from JobBoss for implementation of the software. I felt it was very independent on my part and I felt unsure a lot of the time

Incentivized

As a CPA in public accounting, I was exposed to many systems. I was in on the ground floor with the implementation of NetSuite for a client; it was clunky, the reporting was ugly, and it wasn’t user friendly. Sage Intacct is a great option for mid-size organizations who have outgrown Quickbooks.

JobBoss is much more user-friendly and cost-efficient. JobBoss also allows for greater shop visibility by enabling shop employees through mobile devices to track costing. JobBoss seems to be a better fit for us as a fabrication firm to be able to plan and track shop functions.

Incentivized

There is so much that we have yet to learn with and about Sage Intacct, I am excited for the future.

Incentivized

• Sage Intacct has made a very positive impact to our business objectives; it has provided strong ROI through automation features that reduce manual data input and associated risk of error, enhancing accuracy and operational efficiency.
• It empowers us to make data-driven decisions that further refine our strategic plan by bettering the process of financial close with real-time and detailed reporting.
• This also extends to multi-entity management, which eased consolidation and thus supported growth and scaling. This feature-rich software finally serves to drive productivity further and facilitate resource usage.

Incentivized

• We have seen improved visibility of our jobs and on how we quote our products to our customers.
• It is nice to be able to see what is running on each station, who is running it and what part of the process the job is currently at.
• I also like the Data Collection module as I can see in real time what all the employees are currently doing.

Incentivized