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Carta vs Sage Intacct
User Ratings & Reviews
Reviews are generated by real users. When reviewing a product, users are asked to assess the product’s overall quality, which includes assigning specific ratings for ease of use, value for money, customer support, and functionality.
Ease-of-Use
4 / 5
4.2 / 5
Value for Money
3.7 / 5
4.1 / 5
Customer Support
3.8 / 5
4 / 5
Functionality
4.2 / 5
4.2 / 5
Last Review Written
June 3, 2024
November 22, 2024
Pros/Cons
Pros
- It's nice to track my overall equity and individual grants. The best feature is the ability to simply forecast overall share allotments across varying vesting schedules.
- Very seamless and straightforward. Positive experience for end users, and helps feel like the equity system is more legitimate within our company.
- Love this to track options, RSUs and shares. Support is also helpful and does its best to answer questions.
Cons
- Carta did not have any alerts system, and did not notify affected employees for a month. Some employees were left tens of thousands of dollars worse off than had the error not occurred.
- Carta is awful, bottom line. We cancelled our account on November 6th, 2022 but they went ahead and charged us nearly $5k on December 18th.
- The commissions on sales are a bit over the norm for a retail brokerage-type program. Especially bad if you have small lot sizes.
Pros
- Sage Intacct has been a very effective tool in simplifying and improving our financial management. With its comprehensive feature set, ease of use and customization.
- The staff from start to finish on the implementation was great and all the support staff since we've gone live has been great. For a company with a very difficult business model, Intacct works great.
- I like that you can easily save information and copy over previous Purchase Requisitions for your new ones. It allows you to save a lot of time by having your information saved for quick processing.
Cons
- It is very difficult to rectify the error as this software makes difficult to go back and change the numbers.
- The error codes don't explain if your selected budget is maxed out or WHERE the issue in the form is. The system just assumes you will review and figure it out on your own.
- Drop downs often get stuck wasting your time clicking on random space to get out of functions. The PRs can't be organized easily and the search function is super sensitive.
Pricing
Pricing Range
$
$
$
$
$
$
$
$
$
$
Product Demo & Screenshots
Product Demo
N/A
Advisor Recommendations & User Awards
FrontRunners
The top products based on usability and customer satisfaction, as rated by user reviews. Check out our full methodology description for more detail.
N/A
FrontRunners
2024
Advisor Recommendations
Our industry-specific advisors recommend products based on specific business needs. Connect with us to get your personalized recommendations.
N/A
33 Recommendations
Additional Info
Ideal Customer Size
Small
Medium
Large
Small
Medium
Large
Deployments
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad
Support and Training
Support
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Training
In Person
Live Online
Webinars
Documentation
Videos
In Person
Live Online
Webinars
Documentation
Videos
