Sage Intacct Initial Setup

Raj Lakhani - PeerSpot reviewer
CFO at CORE Business Technologies

The initial setup will be complex. You cannot suddenly transfer everything from another ERP platform to Sage Intacct. Having said that, when we acquired companies, it was easy to get the data from other companies' ERP systems and transfer it to Sage Intacct. It did not take that long. That's one thing I'm very thankful to Sage Intacct for. They made the platform in a manner where migrating data from other acquirees' ERP systems into Sageintact to start doing transactions becomes fairly easy.

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MichaelFox - PeerSpot reviewer
Sage Intacct Implementation Specialist at Maner Solutions

The initial setup is easy. The user interface and Sage Intacct are really easy to adapt to, and it's really easy to migrate from one platform to another. We moved from QuickBooks and it was really easy. It's a highly structured, intuitive system. I've also worked with migrating clients from Microsoft Great Plains and other systems to Sage Intacct and every single one of these migrations was very straightforward. When we have our closing meetings after the implementation is done, users always say how easy it was to migrate from their current system to Intacct.

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KI
Consultant

Sage Intacct can add different entities. The company I worked for had a separate foundation, with the endowment on a separate account. The funds are in there, and we were not supposed to touch them. And they usually invest it somewhere, and all that work was being done in QuickBooks. We moved that into Intacct and set up the whole entity with its own EIN, so it had separate accounting and reporting, even though it was part of the same organization. That was pretty easy to accommodate in Sage Intacct. I set that up, mapped some of the chart of accounts based on what was used prior, and exported all the QuickBooks data into Excel format. I had to work in Excel, recode things, etcetera, to make it importable into Intacct. I could do all that, and every transaction from life to date on QuickBooks was brought in Intacct. It wasn't easy. It was a little time-consuming, but it was awesome to see everything in exact detail in Intacct, including historicals.

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Buyer's Guide
Sage Intacct
March 2024
Learn what your peers think about Sage Intacct. Get advice and tips from experienced pros sharing their opinions. Updated: March 2024.
765,234 professionals have used our research since 2012.
Tsepo Sekete - PeerSpot reviewer
Sage intacct implementation specialist at Times 3 Technologies

The initial setup is not at all difficult. It is a really nice software. It makes you want to use it more. The solution is deployed on the cloud. The time taken for deployment depends on the project. It ranges from four months to six months. It depends on how big the company is. We had a client that had many entities under it. It was quite a challenge to configure. It took time.

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PC
Finance Officer at SILK Laser Clinics

Setting it up isn't overly simple, but not really complex. I would rate it around eight out of ten.

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it_user1313823 - PeerSpot reviewer
Management Consultant at a consultancy with 501-1,000 employees

The most difficult component was not the setup, but the training associated with the product. That took more time then the setup, from a technical perspective. It was not exorbitant, it was done within a reasonable amount of time. I didn't feel that it was too difficult to get up and running.

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Buyer's Guide
Sage Intacct
March 2024
Learn what your peers think about Sage Intacct. Get advice and tips from experienced pros sharing their opinions. Updated: March 2024.
765,234 professionals have used our research since 2012.