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Sage Intacct & Salesforce integration


The power couple—finance and sales connected.

Automation and productivity

Save time

Save time and reduce errors by eliminating duplicate data entry between finance and sales.

Greater visibility

Increase sales effectiveness by providing greater visibility into the financial impact of their activities.

Increase productivity

Increase accounting and finance productivity with automated workflows.

The best-of-breed cloud solution for connecting finance and sales

Sage Intacct offers pre-built integration with Salesforce to give you a best-in-class financial management platform with the best-in-class Salesforce cloud CRM platform. This delivers a seamless integration and alignment to improve productivity, fuel growth, and accelerate revenue.

Together, Sage Intacct and Salesforce give you a complete view of every customer, streamlined accounting workflows, and a smarter quote-to-cash process. The powerful combination of Sage Intacct and Salesforce also creates productive communication between the department that makes the numbers and the department that manages them. 

Point-and-click Salesforce integration

It’s easy to integrate Salesforce with the Sage Intacct financial management platform. That’s because our CRM integration was prebuilt on the Salesforce platform. You won’t need expensive third-party integration, IT support, or custom consulting. With the Sage Intacct cloud financial management platform, you just point, click, and connect.

No more blind spots with Salesforce integration

Help your sales teams turn opportunities into orders with a single click or verify pricing in real time—all from within your Salesforce CRM solution. With Sage Intacct Collaborate, your sales reps and managers can easily communicate with finance using Salesforce Chatter—embedded within Sage Intacct—to easily expedite approvals, discuss and resolve exceptions to order management processes, and clarify accounting policies.

Learn more with resources

Gain valuable insights, reduce costs and grow your business faster with our guides.

Customer video

How Traction on Demand improved cash forecasting with Sage Intacct

Data sheet

Salesforce Integration

Customer video

Mothers Against Drunk Driving (MADD) transformed their organization with the Sage Intacct Salesforce integration.

Because of the great integration with Salesforce, our new sales flow right into Sage Intacct seamlessly. Sage Intacct then creates the initial invoice, which we can easily turn into a recurring invoice for perpetuity.

David Novak, Controller

Explore the platform

Platform services

Create solutions precisely tuned to individual business needs.

Web services (API)

Easily integrate with other best-in-class solutions.

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