Sage Intacct Integrations Guide

If you only use Sage Intacct’s core, out-of-the-box financial features, you’re missing out on what makes Sage Intacct so powerful.

Its seamless integration capabilities are at the heart of Sage Intacct’s unparalleled accounting features. Thanks to its open application programming interface (API), integrations are easy to develop, set up, and maintain. Sage Intacct has partnered with more than 350 software developers to bring flexible functionality to businesses using Sage Intacct.

Sage Intacct, software providers, and third-party developers have all created integrations to:

• Limit painstaking manual input
• Reduce user error when importing data
• Give users access to real-time data
• Save time and increase efficiency
• Improve business intelligence
• Enhance decision making

Some integrations are function-specific, while others are geared toward specific retail, manufacturing, and distribution industries. Let’s look at some of the most popular Sage Intacct integrations available through the Sage Intacct Marketplace and how they can help your business streamline your processes.

Why Are Sage Intacct Integrations Important?

Sage Intacct works well on its own, but as best-in-class software, it focuses on deep core functionality while allowing users to plug and play with other tools. These integrations let you go beyond the GL, AP, AR, and budgeting and reporting to bring more power to your system.

What Are the Most Popular Sage Intacct Integrations?

Close Management Integrations

Finance management is the bread and butter of Sage Intacct—but that doesn’t mean accounting integrations have little to offer. Sage Intacct’s existing close management features speed up month-end and year-end closes, but integrated close management software enhances these capabilities.

Close management integrations for Sage Intacct offer specialized functionality such as advanced workflow automation and scalability. For large organizations, integrated close management software helps finance teams manage increased transaction volumes that span multiple entities and currencies.

► Our Top Pick:

FloQast is one such integration offering a single platform for closing. With FloQast, accounting teams can connect Sage Intacct data with Excel workbooks to keep data organized and speed up the cash-to-close process.

Accounts Payable Integrations

Sage Intacct’s built-in AP automation is a powerhouse that tracks invoices, payments, and cash flow without putting more on your plate. Still, organizations with complex AP needs may not get all the necessary functionality from Sage Intacct. Sage Intacct customers have a wealth of AP integrations at their fingertips, each with specializations to bring value to any business.

Our Top Picks:

• AvidXchange deepens Sage Intacct’s AP feature set with electronic payment facilitation, comprehensive data analytics, and advanced vendor management tools. When implemented in tandem with AvidPay, AvidXchange offers reduced payment processing costs.

• BILL is finance automation software built specifically for small and mid-sized businesses needing time savings and improved ROI. BILL’s feature set manages payments, documentation, and approvals, expediting all three with automated workflows.

• The ExpenseConnect Concur integration (developed by Wipfli) automates importing expense reports to Sage Intacct. You can configure it to input expense report data from Concur into Sage Intacct’s General Ledger, Accounts Payable, Time and Expense, and Order Entry modules.

• The Emburse Nexonia & Certify integration ensures seamless synchronization of expense data to Sage Intacct’s dimensions (such as customers, vendors, employees, items, departments, locations, projects, and more). It allows you to easily export complete expense reports and timesheets directly into Sage Intacct’s time and expense module.

• While the Expensify integration does not include AP capabilities, the expense reporting functionality is top-tier. With on-the-go expense logging, next-day reimbursement, and a reliable mobile application, Expensify is a worthwhile resource for remote finance teams and frequent travelers who want to get the most out of Sage Intacct.

• The Stampli integration with Sage Intacct connects AP processes by automating invoice capture, coding, and approval workflows. This integration streamlines invoice management, improves collaboration between finance teams and approvers, and ensures accurate data synchronization between the two solutions.

• Yooz is an AP automation solution that helps Sage Intacct users streamline and simplify their invoice processing workflows. It automates key tasks such as invoice capture, data extraction, approval routing, and payment processing, reducing manual effort and accelerating the accounts payable cycle.

• Ottimate enhances Sage Intacct’s financial management capabilities by providing advanced budgeting, forecasting, and modeling functionalities. This integration allows businesses to seamlessly synchronize data between the two systems, enabling accurate reporting and analysis of financial performance.

Accounts Receivable Integrations

Sage Intacct does a great job streamlining invoices, accelerating cash collections, and improving financial visibility in the AR process. However, an integration can flesh out your AR functionality if your organization wants to give customers more payment flexibility.

► Our Top Pick:

BlueSnap is one of the top choices for enhancing Sage Intacct’s AR features. BlueSnap is all about improving your customers’ experience, offering a branded customer portal and automatically tracking invoices and payment data.

Budgeting & Planning Integrations

Sage Intacct makes financial planning easier by automating work across multiple spreadsheets and delivering faster, more accurate financial insights—especially with the Sage Intacct Planning add-on. But forward-thinking organizations may require even more insights to make intelligent business decisions. That’s where a budgeting and planning integration for Sage Intacct can come in handy.

► Our Top Picks:

• Workday Adaptive Planning isn’t featured on the Sage Intacct Marketplace, but our customers love the financial and workforce planning features it brings to their accounting teams. As an enterprise performance management solution (EPM), this software gives Sage Intacct users a complete view of finances to improve forecasting, budgeting, planning, reporting, and data analysis.

• Solver is a corporate performance management (CPM) solution that combines data from Sage Intacct and other systems into one easy-to-access platform. This puts valuable business information at your fingertips, with unlimited access to reports and dashboards.

• Martus is an all-in-one budgeting, forecasting, and reporting tool that empowers Sage with multi-scenario personnel budgeting. Its pre-built reports also save your team time as you define and execute your future goals.

• True Sky is a CPM focused on budgeting. It leverages Excel to expand your finance team’s capabilities and help align business strategies, meet financial targets, and adjust to the ever-changing market.

Sage Intacct CRM Integrations

Sage Intacct is built to handle your business’s financial and operational sides, but its integrative capabilities can deliver added value for your sales, marketing, and customer service teams. Two of the world’s top customer relationship management (CRM) systems integrate seamlessly with Sage Intacct to give you visibility into every aspect of your business.

► Our Top Picks:

• Salesforce is the world’s number one CRM platform, so it’s no wonder Sage Intacct played a role in building this integration! The two-way integration with Sage Intacct gives you the best of both worlds, letting you automatically generate bills by converting CRM quotes into Sage Intacct orders.

• HubSpot is one of the most well-respected CRM platforms on the market. Its six modules cover the most critical functions for your organization to close deals and grow your bottom line. Data flows between the two systems to improve collaboration and boost customer insights.

E-Commerce & POS Integrations

Retail companies that use Sage Intacct can bolster the software with specialized e-commerce integrations to address specific needs related to omnichannel sales, inventory management, customer relationship management, and e-commerce analytics.

► Our Top Pick:

Venn Technology created a Shopify connecter for Sage Intacct to eliminate manual data transfer between the two systems. Shopify’s transactions automatically sync to Sage Intacct’s Order Entry module, and the integration tracks invoices at every step of the sales and fulfillment process.

Inventory Management Integrations

Sage Intacct’s basic inventory management features handle costing, purchasing, and sales orders, but it doesn’t specialize in this area. Fortunately, Sage Intacct is a fantastic platform for integrating inventory management tools to handle multi-channel sales, warehouse management, and more.

► Our Top Pick:

Brightpearl is Sage’s retail management platform for inventory management, order processing, and customer relationship management. It’s built for e-commerce businesses, and when paired with Sage Intacct, it ensures data synchronization and tax compliance.

HCM & Payroll Integrations

Human capital management (HCM) and payroll aren’t part of Sage Intacct’s core accounting functionality. However, these systems can be integrated to track employee information, payroll expenses, and other vital workforce data more efficiently.

► Our Top Picks:

• Sage Intacct Payroll, powered by ADP, unifies accounting and HR by giving you tools to manage payroll journal entries and view all payroll and people data on one easy-to-access platform.

• Inova is a time-saving integration that simplifies payroll. Inova’s integration with Sage Intacct eliminates the manual download or upload of payroll reports, automatically syncs with your dimensions, and provides real-time employee data for labor expense allocation.

• Paylocity’s integration with Sage Intacct automatically syncs your employee data in real time, including new and updated employee info, terminations, and relevant GL data.

• The Paychex Flex General Ledger sends released payroll data directly into Sage Intacct’s general ledger, with field mapping for accounts, employees, locations, classes, projects, and departments.

• APS Payroll bridges the gap between HR and finance by syncing user-defined dimension items between the two systems. This integration allows you to manage time cards, timesheets, and general ledger data to save time and reduce errors.

Tax Management Integrations

The AICPA endorses Sage Intacct, and the software is GAAP-compliant, but businesses with complex tax requirements may not get all the features they need from the solution on their own. Tax management integrations can run additional calculations and checks, then push that data into Sage Intacct, all to save your team time during the hectic tax season.

► Our Top Pick:

Avalara AvaTax automatically calculates tax information, such as sales and use taxes, on invoices and transactions in Sage Intacct. It eliminates the guesswork of identifying proper rates and the hassle of applying them accurately to transactions.

Healthcare Integrations

Did you know that Sage Intacct is HIPPA-compliant? It’s also the only accounting software endorsed by the AICPA and Healthcare Financial Management Association (HFMA). That means its connections with electronic medical record (EMR) solutions are designed to work seamlessly and save you from plenty of headaches.

► Our Top Pick:

EMRConnect is Sage Intacct’s custom integration for all things healthcare. Healthcare finance leaders can use this integration to improve patient care quality and ROI—all while sticking to your team’s budget.

Choosing the Right Sage Intacct Integrations

A complete list of integrations can be found on the Sage Intacct Marketplace. But if you can’t find what you’re looking for, don’t fret—Sage Intacct’s APIs empower developers to customize integrations and new modules based on the unique needs of your business!

Whether you’re a Sage Intacct pro or just on the hunt for a robust accounting solution, a reliable software partner like Cargas can help you build the most effective toolset for your business. Shoot us a message if you have any questions on the integrative capabilities of Sage Intacct!