Sage Intacct

Speed of onboarding a new entity. Auditor access without exporting a single file. Custom lender covenant reports built once and scheduled.

We push the currency features hard and triangulated FX between three currencies occasionally needs a manual true up journal. Documented workaround exists but it should be native by now.

Dimension structure maps naturally to property portfolios. Recurring invoicing for rents and service charges. Bank matching rules handle high volume rent receipts well.

No property specific features like tenancy or lease event tracking, we run a separate property management system alongside. Fine, but budget for the integration.

Intercompany transactions post both sides automatically. Currency translation adjustments calculated properly. Adding our latest acquisition took the partner two weeks, not a new project.

Intercompany reconciliation reports could be clearer when something does break. You need a disciplined dimension governance policy from day one or people invent their own tags.

Production level profitability through project dimensions, each show is now a P&L. Board pack that used to take a week is a dashboard. Approval workflows ended the paper invoice folders.

Some Sage 50 muscle memory does not transfer and two of the team needed extra training. Ticketing system integration needed custom API work.

Consolidation across entities is effortless once configured. Dimensions mean one clean chart of accounts instead of the coding monster we had before. Drill down from any board report number straight to the invoice behind it.

The report writer took our management accountant a good three months to get comfortable with. Budget the partner time for report building because you will not do it well yourself in week one.

Group reporting and intercompany handling strong. Project cost tracking works once configured. Board reporting transformed.

Applications for payment and retentions needed partner built customisation. CIS handling at volume is clunkier than dedicated construction systems. Evaluate against a construction specific ERP if that is your core business.

Project accounting tracks each wind site development as its own dimension with committed costs visible. Multi currency between our euro and sterling entities is handled cleanly. The API let us connect our asset monitoring platform.

Onboarding materials are very US centric, VAT and Irish specifics needed our partner to fill the gaps. Search within the application is weak, you learn where things live rather than finding them.

Grant dimension tracking with budget versus actual per funder. Report templates per funder saved and rerun each period. Approval workflows keep our trustees comfortable on controls.

The learning curve for our part time finance officers was real, allow proper training budget. Price reviews annually need watching.

Genuine scalability. Standardised close checklist across all locations. Regional controllers see their region, corporate sees everything, permissions make it effortless.

At our transaction volume some batch processes need scheduling overnight. Per user licensing costs add up as you grow, plan the seat count honestly.

Fund and grant accounting is genuinely first class for a UK charity. Dashboards for budget holders mean programme managers see their own spend without asking finance. Support has been responsive and knowledgeable.

It is a significant cost for a charity and we had to make the case carefully to trustees. Gift aid and fundraising CRM still live in separate systems.