Sage Intacct vs Tagetik

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Our analysts compared Sage Intacct vs Tagetik based on data from our 400+ point analysis of Accounting Software, user reviews and our own crowdsourced data from our free software selection platform.

Tagetik Software Tool

Product Basics

Sage Intacct is a cloud-based accounting software designed for growing businesses with complex needs. It centralizes financial data, automates tasks, and offers real-time insights, streamlining financial operations. Ideal for mid-sized organizations with multi-entity structures and diverse accounting requirements, Intacct scales with your growth and seamlessly integrates with other business systems. Users praise its intuitive interface, customizable dashboards, and robust reporting capabilities. Automation features like purchase order approvals and multi-currency transactions save time and reduce errors. Additionally, Intacct's strong security and compliance features provide peace of mind. While pricing varies based on individual needs and usage, Intacct typically falls within the mid-range for enterprise-level accounting software. Costs are subscription-based, with monthly or annual payment options. Compared to similar products, Intacct users highlight its scalability, flexibility, and user-friendliness as key differentiators.

To learn more about Sage, visit our Sage company page.

Pros
  • Cloud-based & scalable
  • Automates tasks & saves time
  • Real-time insights & reporting
  • Flexible & customizable
  • Strong security & compliance
Cons
  • Higher cost than basic software
  • Steeper learning curve
  • Limited mobile functionality
  • Customization can be complex
  • Fewer integrations than some competitors
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Tagetik is a broad all-in-one financial ERP with various modules such as budgeting, planning and forecasting, financial reporting, disclosure management, compliance regulatory reporting and more.

It runs on a unified apparatus that fuses finances and operations while facilitating consolidations and closes, scheduling, analytics and documentation, disclosures and compliance. Its deployments include cloud and on-premise.
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$10,000 Annually
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Tailored to your specific needs
$50,000 Annually
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Tailored to your specific needs
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Product Assistance

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Product Insights

  • Data Analysis: Offers robust reporting tools. It enables users to track metrics across various locations and provides easy-to-view custom reports and dashboards. 
  • Visibility: The program’s visualization tools are customizable so that users can adjust what they see based on individualized needs. Visualization methods include graphs, charts and tables. This feature can alleviate the amount of time that employees spend combing through data to gain actionable insights. 
  • Process Control: Gives users control over a wide variety of tasks associated with financial management. It provides visualization of cash flow, automates processes based on user-inputted requirements and lets users develop their own configurable dashboards. 
  • Integration: Offers integration with platforms such as Salesforce and Avalara to increase the usability of the program. Pre-built connections are available through the Sage Intacct Marketplace, and custom connections can also be deployed to further personalize the solution. 
  • Accessibility: Available for deployment both in-cloud and on-premise. These diverse installation methods make the program accessible to a variety of users and companies that have different needs. 
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  • Improved Forecasting: Implement real-time simulations and automation in the budgeting, planning and forecasting module to provide users with the flexibility to plan any way they want at any time. This tool helps users react swifter and make faster, well-informed decisions. 
  • Maintain Compliance: Obtain generally accepted accounting principles (GAAP), international financial reporting standards (IFRS) and extensible business reporting language (XBRL) reports to ensure bookkeeping operations meet these and other compliances. The prompt financial functions, validation rules and full audit logs guarantee users have every piece of information necessary and complete process visibility. 
  • Single Source of Truth: Access a centralized location of data in the financial reporting accessory. It moves information into documents such as monthly financial statements, board books, annual reports and more automatically so users can spend more time on high-priority accounting tasks. 
  • Ensure Accuracy: Check data entry at every turn with the disclosure management attribute. Since disclosures appear automatically with the most up-to-date information, this reduces manual data inputting and human errors, ensuring better accuracy and a better snapshot of company information. 
  • Seamless Collaboration: Facilitate reporting for the financial, management, statutory and regulatory departments with effective collaboration and control extensions so it's easier to get in touch with the report writers in case revisions or updates are needed. Users also gain full control and visibility over workflows and audit trails to ensure no stones are unturned and everything is tallied for recordkeeping and compliance purposes. 
  • In-Depth Dashboards: Handle bulk amounts of granular insights and effortlessly convert numbers into practical models, simulations and predictive analytics with the advanced analytics and dashboard appliance. Predictive analytics can help companies better plan for the future while understanding its current status and health.  
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  • General Ledger: Contains pre-built dimensions such as customer, location, department, warehouse and class. It also allows users to add their own dimensions. Required dimension values can be inputted so that certain values are mandatory for entries to post to designated accounts. 
  • Accounts Payable: This feature lets users set spending limits and define workflows and approvals. Users can easily view AP liabilities as well as check and bill register reports in real time. Users can automate ACH, check and credit card payments through the Vendor Payment Services function, which is built on the American Express Global Commercial Services infrastructure. 
  • Accounts Receivable: The program enables customers to generate recurring invoices and to attach customer information to transactions. It integrates with other business processes to centralize sales orders, quotes and invoices. Configurable dashboards and other visualizations are included in this function and allow users to look at data points such as deferred revenue and customer aging. 
  • Purchasing: Allows users to analyze costs and monitor budget vs. actual information through dashboards and reporting tools. These dashboards are role-based for security and ease of access and also contain budget performance information, price break monitoring and purchase quote functionality. The feature gives users more control over the entirety of the procure-to-pay process. 
  • Order Management: Users can leverage point-and-click functionality to set up individualized workflows and pricing requirements in the order management system. The program can be easily connected to Salesforce CRM, which allows users to share order status and pricing data across a business and reduce duplicate data entry. The solution includes sales tax and regulatory compliance through integration with Avalara. Order fulfillment rates, inventory quantities and sales data can be viewed in real time through this feature. 
  • Cash Management: Includes a live view of funds and cash flows through all associated credit cards, savings accounts and checking accounts. The management of cash across multiple locations is also supported. The system enables the application of payments to accounts that aren’t associated with an invoice and the recording of POS payments that aren’t connected to a specific customer. 
  • Reporting and Dashboards: This program can track both financial and operational data such as SaaS metrics, machine availability, etc. The system also has the ability to discover trends, drill down to source transactions and look at roll-up figures for multiple locations or entities. The solution includes more than 150 financial reports along with the ability to develop customized reports based on business needs. 
  • Digital Board Book: Produces metrics such as Annual or Monthly Recurring Revenue (ARR or MRR), churn, Committed Monthly Recurring Revenue (CMRR), Customer Acquisition Cost (CAC) and Customer Lifetime Value (CLTV). This analysis is conducted in real time using transactional data obtained from Sage Intacct and Salesforce. 
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  • Rolling Forecasts: Develop in-depth rolling forecasts with this function in the budgeting, planning and forecasting module. Users may integrate data from tactical plans, budgets and actuals and make modifications to costs and revenue targets, generating a better estimate for fiscal year outcomes. 
  • Consolidation Cockpit: Access a specific dashboard that enables users to supervise every consolidation step and study results in the consolidation apparatus. The cockpit also exhibits particular data methods that should be performed with consideration to a specific consolidation situation. 
  • Communications: Collaborate with users across departments via comments, instant messaging or email concurrently with managers tracking project progress through dashboards in the collaboration component. 
  • Disclosure Management: Merge with Microsoft Office, ERPs, CRMs and other existing programs with this tool. Users may also coordinate text to numbers with instant narrative adjustments, reduce version overlap with support from other users, receive a centralized location of data and accelerate disclosure with pre-set templates. 
  • Compliance Regulatory Reporting: Obtain every necessary thing to expedite the regulatory reporting process while dwindling reporting sequences. Users can efficiently comply with pre-packaged solutions, diminish hazards with standard calculations and files and modify changes. 
  • Smart Reporting and Analytics: Implement documents and data queries that are equipped with financial intelligence analytical tools. 
  • On-the-Fly Analysis:  Adjust report frameworks and breakdown interior and exterior data to study outcomes rapidly.  
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Product Ranking

#9

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Accounting Software

#336

among all
Accounting Software

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Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Sage Intacct
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Accounts Payable Accounts Receivable Banking And Cash Management Budget And Expense Management Financial Statements And Revenue Management General Ledger And Chart Of Accounts Integration And Extensibility Inventory Management Journal Entries Mobile Support Multi-company Accounting And Asset Management Platform Capabilities Project Accounting Reporting And Analytics Tax Management 96 77 91 92 100 100 96 100 100 30 96 79 100 96 100 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

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User Sentiment Summary

Great User Sentiment 2342 reviews
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86%
of users recommend this product

Sage Intacct has a 'great' User Satisfaction Rating of 86% when considering 2342 user reviews from 5 recognized software review sites.

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5.0 (20)
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4.3 (1018)
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Awards

SelectHub research analysts have evaluated Sage Intacct and concluded it earns best-in-class honors for Inventory Management and Reporting and Analytics.

Inventory Management Award
Reporting and Analytics Award

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Synopsis of User Ratings and Reviews

Intuitive User Interface: Precisely 65% of users stated it has an intuitive and user-friendly interface with a manageable learning curve.
Configurable: Approximately 90% of users conveyed that the product is customizable to fit their organization's needs.
Competent Performance: The quality, scalability and overall performance are favorable to 94% of users.
An Assortment of Features: According to 54% of users, the product has a wide range of features including accounts payable and receivable, bank reconciliation, time tracking, 1099 forms and more.
Ideal Integrations: Merges with various third-party systems such as Salesforce, Nexonia, Expensify, Bill.com and more, as stated by 94% of users.
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Streamlined Financial Close: Tagetik's automation features, such as its consolidation engine and intercompany reconciliation tools, help expedite the financial close process, saving valuable time and resources for accounting teams.
Enhanced Data Accuracy: The platform's data validation rules and audit trails minimize errors and ensure data integrity, leading to more reliable financial reporting.
Improved Collaboration: Tagetik's centralized platform facilitates communication and collaboration among finance and accounting teams, breaking down silos and promoting a more cohesive work environment.
Regulatory Compliance: Tagetik helps organizations comply with complex financial regulations, such as IFRS and GAAP, by providing pre-built reporting templates and disclosure checklists.
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Dawdling Customer Support: Of the users who discussed customer support, roughly 64% said it was lagging in resources and took a long time to get in touch with them.
Lagging Search Tool: Approximately 45% of users said the search and reporting tools aren't as effective as some of the software's other idiosyncrasies.
High Cost: Subscription-based pricing, often exceeding the budgets of smaller businesses or those with simpler accounting needs.
Steep Learning Curve: Feature-rich interface can feel overwhelming for beginners, requiring initial training and time investment.
Limited Mobile Functionality: Mobile app lacks access to many core features, hindering on-the-go workflow for some users.
Customization Complexity: Advanced customization options often require technical expertise or paid consultations.
Integration Gaps: While offering major integrations, it may lack connections to specific niche software used by some businesses.
No Built-in Payroll: Requires integrating a separate payroll solution, adding complexity and additional costs.
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Steep Learning Curve: Tagetik's robust functionality comes at the cost of complexity, often requiring extensive training and onboarding for users to become proficient. The interface can feel overwhelming for new users due to the multitude of features and options available.
Customization Challenges: While Tagetik offers a high degree of customization, implementing and managing these customizations can be resource-intensive and may require specialized technical expertise. This can lead to increased implementation time and costs for organizations with unique requirements.
Performance Issues: Some users report experiencing performance slowdowns, particularly when working with large datasets or complex reports. This can impact productivity and user satisfaction, especially during critical financial closing periods.
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Sage Intacct user reviews paint a picture of a powerful, customizable accounting software ideal for mid-sized, growing businesses. Users praise its real-time reporting, cloud-based accessibility, and ability to handle complex financial structures. Compared to competitors, Intacct shines in scalability and customization, effortlessly adapting to multi-entity operations and unique accounting needs. This agility is crucial for dynamic businesses operating in diverse markets. However, its strengths come with caveats. Intacct's feature-rich nature can be daunting for beginners, requiring dedicated training and technical know-how. Additionally, its subscription-based pricing can be prohibitive for smaller companies or those with simpler accounting requirements. The limited mobile functionality and lack of built-in payroll are also shortcomings some users find frustrating. Overall, Sage Intacct earns its positive reviews by empowering businesses with robust functionalities and seamless scalability. However, its complexity and premium cost may leave smaller players or those needing basic accounting solutions searching for a more accessible, budget-friendly alternative.

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Tagetik, a financial performance management software, has garnered positive feedback for its robust functionality and flexibility. Users appreciate its ability to handle complex financial processes, such as consolidations, budgeting, and forecasting, with ease. Its strength lies in its ability to adapt to unique business requirements, allowing for customization and integration with existing systems. For instance, one user highlighted how Tagetik seamlessly integrated with their ERP system, streamlining data flow and reducing manual effort. This adaptability sets it apart from competitors that offer more rigid solutions. However, some users noted that Tagetik's extensive features can lead to a steeper learning curve. The initial setup and configuration may require more time and effort compared to simpler software options. Additionally, while Tagetik offers comprehensive customer support, some users expressed a desire for more readily available resources and documentation. Despite these challenges, users generally agree that Tagetik's capabilities outweigh its complexities, making it a valuable tool for organizations with intricate financial needs. Tagetik is best suited for mid-sized to large enterprises with complex financial operations and a need for advanced reporting and analytics. Its scalability and adaptability make it an ideal choice for organizations seeking a comprehensive solution to manage their financial performance effectively. While the initial learning curve may require investment, the long-term benefits of improved efficiency, accuracy, and insights make Tagetik a worthwhile consideration for businesses looking to elevate their financial management processes.

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