In the Words of Sage Intacct Financial Services & Insurance Customers

Insurance companies are going through a massive digital transformation that is redefining customer engagement, processes, and business models. Success, today, means adapting to irreversible change. It means real-time financial visibility, robust analysis, and effective management of regulatory compliance.

That is why, at Sage Intacct, we specialize in helping data-driven insurance companies navigate this ever-evolving market landscape. As the first and only preferred cloud financial management solution, Sage Intacct provides you with the real-time insights and metrics you need to stay ahead. But don’t take our word for it – read the following reviews published on TrustRadius and G2, leading B2B software review sites.


We wanted a simple solution including GL, AP, fixed assets, reporting […] This was a great solution for us. We looked at 5-8 other products and this was the most flexible solution for our needs. Pricing is very reasonable for such a powerful solution.

– Chuck Grimley | CFO | Hilliard Lyons

I think Sage Intacct would work for any company in any industry. It is much more thorough than other programs, such as Quickbooks. The customer support is also top notch in comparison to other software companies.

– Amanda Fabry | Senior Billing Specialist | AutoClaims Direct

Our organization greatly benefits from the ability to be able to import Journal Entries, Charge Card transactions, Accounts Payable items etc. We have a large volume to process because of multiple clients and being able to import saves time and ultimately money.

– Ashley Woodard | Staff Accountant | MTAG Services

Sage Intacct’s reporting delivers critical value for our business. Rather than trying to dissect detailed transaction listings when we need to view our underlying data in a specific way, Sage Intacct lets us filter, organize, and report information in whatever format is relevant to our principal, subsidiary CEOs, or even investing partners—whether that be detailed operational insights or higher level comparisons of investment projects across entities.

– Will Stewart | Corporate Controller | MidCap Credit & Capital

Our ability to use KPIs and dashboards have helped me as a finance executive… my time is now freer to evaluate operations, to evaluate new investments. I spend more time on investing funds rather than just tracking them and looking at history in our books. We’ve become so good at detecting things before they happen now that we don’t have to react. We’re putting in preventative measures, using the data, so if something begins to look out of whack, we will immediately address it.

– Mike Dolence | VP of Operations | Pride Investment Partners

We have completely transformed our finance team since partnering with Sage Intacct. We now focus 75% of our time on strategic initiatives versus tactical activities, have reduced budget reporting time from three months to one week, and have streamlined operational processes by as much as 20%, saving us tens of thousands of dollars across our multi-entities.

– Freddie Daniels | Director of Accounting | Appalachian Underwriters