Sage 300 to Sage Intact Transition

SOLVED

Good Morning,

I recently took over as a controller for a company looking to transition to Sage Intact.

After working through the transition we do not like it as much as Sage 300 and it is more expensive.

1- is Sage 300 still being updated regularly and having improvements? We were sold that it is not being improved at all and was obsolete.

2- has anyone else had discussions on moving away from Sage 300?

thanks,

Brett

  • Hi  we're a Sage 300, Sage CRM, Sage Intacct consultancy and will do my best to answer:

    1. After working through the transition we do not like it as much as Sage 300 and it is more expensive.
      Its different, cloud and based on dimensions instead of traditional account strings.  Much more modern.  With that you lose the tight desktop integration for things like template customisation and financial reporting.  The ability to link to local resources isn't there and the way you handle a lot of processes changes as a result.  It definitely requires staff accepting significant changes to how things are done.  However once you settle in you find the API is very powerful allowing you to build customisations that work much better than in Sage 300.  The infrastructure is rock solid, you never have to perform an upgrade again, basic consulting support is included and the dev team is very responsive to suggestions.  This means once you've adjusted how you work with your finance system, its non-stop smooth sailing with very littler interruption, worry, IT problems or infrastructure costs.  The approach to accounting is much more modern and in line with other newer finance systems.  Overall you have to be big enough to be a good match for Intacct, have to ensure you get the modules and marketplace additions you need and configured correctly, and then over time you will generally see efficieny improvements and cost benefits as time passes.  That all said especially if your business suites Sage 300's greatest strength - selling stockable items in high volume, and you use the system in a way that upgrades are straight forward and the infrastructure to support Sage 300 is easy to handle for you, you may find you're better off not transitioning.  It really comes to down to the type of business, your size, and what your IT environment is like.  For clients of ours with high security or complex IT environments (e.g. distributed) where restrictions make running Sage 300 executables, utilities and add-on's very difficult, its been a godsend to move them to Intacct - especially with working from home where you no longer require an RDS server farm and CALs for client access.
    2. Is Sage 300 still being updated regularly and having improvements? We were sold that it is not being improved at all and was obsolete.
      Sage 300 is very much still in development with constant yearly releases combined with quarterly product updates/service patches.  In fact last Friday we just had an international partner call with Richard Jang (Sage 300 Product Manager) to go over the latest features in development, the product roadmap including the details of the ongoing enhancements to the Sage 300 web screens client.  Almost all of our Sage 300 clients have moved over to the subscription model where they receive all of the new features and enhancements not available to customers still on the perpetual licensing model with Software Assurance.  Sure, Sage 300 may not be in rapid development as its a very mature product however its certainly not being sunsetted.  Depending on your requirements and views you may feel some areas of Sage 300 are "obsolete" which may be a fair call in specific circumstances, however its being moved over to a modern web-screens with services model, now has very tight SQL-based security, and in my view is the most modern of the classic client/server systems still out there.  Sage 300 is now a true hybrid system as it transitions to a HTML5 client running on top of services instead of exclusively an apps execute-on-client model.  With the move to subscriptions, the dev team has been able to commit to yearly releases and regular patches instead of the former model where a major release intermittently arrived every 2-3 years.
    3. Has anyone else had discussions on moving away from Sage 300?
      I can only speak from the consultant/business partner side.  Most (actually if not all) of our clients who have mid to heavy complexity in their IT infrastructure (especially any sites using security more complex then Windows Defender or basic antivirus) have approached us with the mid to long-term goal of moving their finance system into native cloud under a true SaaS model.  We're finding Senior IT managers, executives and board members are pushing their IT departments to be cloud savvy and transition their enterprise systems accordingly.  In these cases its all about planning and giving clients realistic expectations about the process, the benefits, and the inevitable few downsides (no two ERP's are alike and some ERP's always do specific things better than the next regardless of type and age - even if you're moving up to a bigger ERP with more capabilities there will always be a few things the old system did better).  Ultimately as always the success of these migrations and transitions is directly tied to the enthusiasm and "buy in" of the Finance Team on the client side, and the quality and experience of the partner on the consulting side.  If Finance have a negative feeling or quickly develop a negative feeling about the new system as its being implemented, generally their overall experience will progressively worsen as they take on the new system.  If your team have a realistic understanding about the changes, improvements and any limitations as they go into the implementation, they will generally have a positive experience and outcome.

    I know I wrote a lot (well done reading this far) so in short I will say from experience that Intacct is definitely beneficial in the medium to long term providing its a sensible fit, good match, and the implementation is handled well.  Its important to note that Intacct is not a newer version of Sage 300 and should never be sold as such, but if you're wanting to move cloud native, Intacct can be the best choice due to Sage business partners being well versed and experienced in migrating the data and implementing Intacct for clients used to working in Sage 300 - the value being in the experience.  Intacct is also in a good position - its a modern, cloud native SaaS system that is highly capable and fits nicely in between Sage 300 and NetSuite/Dynamics 365 BC in size and cost.  Cloud native solutions like NetSuite are often just way prohibatively expensive for Sage 300 clients to migrate to in comparison to Sage Intacct.

    Hope that helps!

  • +1
    verified answer

    Hi Brett,

    Thanks for reaching out! I understand that transitioning to a new system can come with challenges, and we appreciate you sharing your experience.

    To address your questions:

    • Sage 300 continues to be actively updated and supported, with regular enhancements to ensure it meets the evolving needs of businesses. We're getting ready to release Sage 300 2026 this September.
    • There are no plans for the retirement of Sage 300—it remains a key part of our portfolio with users world wide.

    Your feedback has been shared with the team for review, and if you have any specific concerns about the transition, I'll happy to provide guidance. 

  • 0 in reply to Tim - Accsys Consulting

    Awesome information  ! Thank you for sharing these details, I learned a few new things Slight smile

  • 0 in reply to Erzsi_I

     that's kind, I'm amazed anyone read it - I love working with Sage products and sometimes get a bit carried away Rofl

  • 0

    We have been with Sage 300 since 2000 and have had tremendous success.  Our business has grown, and Sage 300 has kept up.  We have considered changing to Intaact, but we enjoy the freedom and simplicity of Sage 300, not to mention the cost effectiveness.  Plus, we do in-house payroll and learned that Intaact doesn't have an option for that.  Our biggest fear is that Sage will stop supporting 300, but that sounds like it is safe for now.  We do have issues with remote users getting access to the server that houses Sage 300, which is the biggest reason to change, but I am hanging on to 300 as long as we can.  Does anyone know if Intaact will ever support a payroll module?

  • 0 in reply to Rpowers

    Hi  its awesome that your company started with ACCPAC (Advantage Series?) and continue with Sage 300 today.  Regarding solutions for remote Sage 300 server access, I've come up with a few different cost-effective solutions over the years for other clients so feel free to DM me if you want to exchange ideas that may help.

    With the continuing investment in new web screens and classic screen features, I certainly agree Sage 300 isn't going anwhere.  I also agree for many businesses, Sage 300 will remain the best choice. As more functionality is added, the Web Screens are becoming a great way to provide remote access to the system too.