Sage Intacct vs WinTeam

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

WinTeam 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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WinTeam is a business administration solution intended to systemize operations, harmonize accounting practices and offer transparent understandings of profitability. Users can employ WinTeam to integrate with other departments throughout an organization such as human resources, payroll and analytics to create a cohesive experience. WinTeam also integrates with TeamTime and eHub to optimize attendance management and provide a self-sufficient portal for employees and clients. Other key features include analytics, accounting and KPI overview.
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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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  • Cohesive Gauging: WinTeam offers a concise holistic system to measure finances, workforce management, daily operations and more. 
  • Paperless Time Sheets: Employees can clock in and out with WinTeam's mobile app, eliminating paper time sheets with the TimeTeam integrations. TimeTeam automatically converts timekeeping metrics into usable data for payroll, invoicing and reporting. 
  • HR-Friendly: This solution assists any HR team with tracking time off, absences, experience, certifications and revenue. There's also an insurance benefits management tool that assists employees in meeting the proper health insurance requirements. 
  • Variety of Reports: Users have more than 100 reports to choose from and a robust dashboard that measures performance within an organization. Users can also use filters to find specific information. 
  • Operate with Ease: WinTeam enables users to efficiently perform operations such as importing schedule data, processing deductions and editing batches of checks. 
  • Helpful Customer Service: If problems arise, WinTeam's helpful customer service efficiently solves issues and steers users in the right direction. 
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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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  • Overview of Funds: The general ledger module enables users to track and document every financial transaction performed within the business. 
  • Smooth Out Accounting Methods: Users can employ the accounts payable accessory to save and store data so it can automate the accounting processes with recurring payments, payroll integration and vendor management.  
  • Valuable Company Data: The insights tool displays key performance indicators (KPIs) in understandable graphs and charts. Users can also review employee overtime, budgets, revenue and customer information. 
  • Intricate Analytics: Users can utilize report templates and dashboards in the business intelligence analytics module to get real-time analytics. This accessory is powered by SAP BusinessObjects and a WinTeam data warehouse to generate shareable schedules or custom reports.  
  • Create Checkpoints: The quality assurance feature allows users to create checkpoints. Checkpoints are utilized with customers or stakeholders to create and respond to questions, perform tasks based on responses and share outcomes. 
  • Employ a Master Schedule: Users can utilize a master schedule in the work and employee accessory to plan ahead and identify overtime opportunities. Filters and notifications enable users to swiftly schedule work to the ideal employee. 
  • Cohesive Payroll: The work and employee component supports blends AR and payroll so users can produce productive workflows and hassle-free paychecks and billing methods. 
  • Track Labor Costs: Users can use the operations and workforce management module to connect labor materials and other operational costs to a specified work location, permitting them to review which accounts are driving profits. 
  • Evaluate Inventory Needs: The inventory accessory provides building service and security contractors with the essential tools needed to monitor inventory demands. These tools include supply and revenue management, resale options, payroll integration for uniform and equipment costs and equipment tracking tools.  
  • Ensure the Best Quality: Users can implement cleaning inspections, resolve deficiencies, study trends and address clients' needs with the inspections and quality assurance accessory.  
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Product Ranking

#9

among all
Accounting Software

#172

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
WinTeam
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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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User Sentiment Summary

Great User Sentiment 2342 reviews
Great User Sentiment 234 reviews
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.

88%
of users recommend this product

WinTeam has a 'great' User Satisfaction Rating of 88% when considering 234 user reviews from 2 recognized software review sites.

5.0 (20)
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4.3 (1018)
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4.44 (117)
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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 Invoicing: Users praise WinTeam's intuitive interface for creating and sending invoices, simplifying the billing process.
Efficient Expense Tracking: The software allows for easy tracking of expenses, which is essential for maintaining accurate financial records.
Robust Reporting Features: WinTeam provides comprehensive reporting tools that enable users to generate insightful financial reports for analysis and decision-making.
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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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Limited Reporting Functionality: Users have expressed frustration with the software's limited reporting capabilities, particularly when it comes to generating customized reports for specific needs.
Steep Learning Curve: Many users have reported that WinTeam has a steep learning curve, making it challenging for new users to quickly adapt and utilize the software effectively. The interface is not considered intuitive, and navigating through the various features can be cumbersome.
Occasional Bugs and Glitches: While not widespread, some users have reported encountering occasional bugs and glitches within the software, leading to frustration and potential data inaccuracies. These issues can range from minor inconveniences to more significant problems that disrupt workflow.
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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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Is WinTeam a win for your team? User reviews for WinTeam are largely positive, with users praising its user-friendly interface, adaptability, and cost-effectiveness. These features are critical for businesses seeking accounting software that is easy to learn, can be customized to their specific needs, and doesn't break the bank. However, some users have reported occasional bugs, which can be frustrating and disrupt workflow. WinTeam's unique job-centric approach, where every transaction is linked to a specific job or site, is a major differentiator. This allows for detailed budgeting and cost tracking, enabling businesses to accurately assess the profitability of individual projects. For example, a cleaning company can use WinTeam to track labor, material, and other costs associated with each cleaning contract, providing valuable insights into which jobs are most profitable. This granular level of detail is essential for making informed decisions and maximizing profit margins. While WinTeam offers robust features for managing finances, some users have reported that the software can be glitchy at times. Overall, WinTeam is best-suited for small to medium-sized businesses, particularly those in the cleaning and security industries, that require a comprehensive and affordable accounting solution. Its job costing capabilities make it particularly valuable for businesses that need to track costs at a granular level. However, potential users should be aware of the reported bugginess and weigh it against the software's strengths before making a decision.

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