Sage Intacct vs. Microsoft Dynamics AX (discontinued)

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

It integrates fully with the other Microsoft software we use daily, and this coordination speeds up our work and gives us the agility to run easily. For example, in a purchase inquiry, the customer, after submitting a request, identifies the teams that should work on the project, and if they need further review by other people, they are added to the process, and everything is managed seamlessly rather than the sales process. Get the result as fast as possible.

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

• Pricing: Microsoft Dynamics AX gives us good flexibility in how we price our products.
• UX: Microsoft Dynamics AX has a good user interface to put valuable information on the screen for users.
• Inventory Management: Microsoft Dynamics AX does a great job at giving us insight into our inventory.

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

• Sales Ledger. Currently, the idea behind the sales ledger module is that the company prepares a sales order for another company. I would prefer the developers consider the scenario where a sales order is prepared for the same company but for another branch or unit.
• Postings of issues items are currently possible but none of the modules caters to "departmental material or item request". Further tweaks have been done on our Project Module to cater for this but it's not entirely perfect. This will enable aid in cost allocation per departmental request of materials or items.
• Challenges with the bank module - does not allow for easily reconciliation as the statement from the banks can not be uploaded except for specific format.

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

Microsoft Dynamics continues to evolve by bringing more functionality to the customer. Also there are several independent software providers that offer a wide range of solutions for vertical markets.

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

Overall the product does what we need it to do in order for us to function as a company. While there are some concerns over ongoing costs, the belief is, once we have it fully acclimated to our business the cost should settle into alignment with our original expectations. The new features that are consistently being added do add value to the product as they are usually customer request directed.

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

Some integration and high volume ramping challenges, particularly with BizTalk and SQL Server, but getting sorted out. Outages over time appeared to be more dependent on integration complexity than AX MES.

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

Some integration and high volume ramping challenges, particularly with BizTalk and SQL Server, but getting sorted out. Outages over time appeared to be more dependent on integration complexity than AX MES.

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

We use a 3rd-party Microsoft Partner for the system. They are responsive and very knowledgeable. While costs have been mentioned several times in this review they are very aware of costs and have developers who are more economical they use to help offset the level of work required to meet our changes and fix our issues.

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

It took a lot of work, but Microsoft ultimately did a good job with in-person training, including being onsite in multiple global locations for extended periods.

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

Our solution deviated from a number of key out-of-the-box standards that were included in Online training. We just used that for introduction to the general functionality.

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

Some rough spots, but ultimately worked out. The contract didn't appear to be structured to support the level of overlapping facility deployments required to meet timeline commitments. Merging cultures on the program was also challenging. Overall, not an easy implementation by any stretch. Everyone did the best they could.

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.

Cost and local regional compliance were primary factors in chosing Microsoft Dynamics AX over SAP Access Control for our need. SAP AC would have provided easier integration into our primary ERP system SAP but there were some regional compliance with ASEAN countries as well as the cost of implementation was more over Microsoft Dynamics AX.

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

• Clients have seen better cost containment on inventory based on better on hand management and supply chain visibility.
• Faster closing process for the finance team, where by day 3 of 4 you can generate a trial balance and look to balance ledger to sub-ledger.
• Better reporting allows for real time analysis and can get to predictive metrics in certain areas.

Incentivized