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Sage Intacct Accounting Platform

Customise, integrate and extend Sage Intacct to get to exactly the business processes you need.

Transaction numbering Numbering sequence Transaction Definition: Order Entry General Posting Configuration Security Configuration Entity Settings Contract Invoice Description Invoice Template type Invoice Workflow category Active Status Contract Invoice Template name Properties

Trusted by

Sage Intacct financial management platform

Use built-in tools to meet your unique business needs.

Platform services

Create solutions precisely tuned to individual business needs.

Web-services API

Easily integrate with other best-in-class solutions.

Salesforce integration

Connect finance and sales—fuel growth and accelerate revenue.

Cash management software

Features

Create visibility around what matters to you

From seeing exactly what you need with custom lists to importing data from integrated services, the Sage Intacct platform provides tools to gather and display the unique data that drives your business. Unlike systems that require coded scripts, Sage Intacct customisations are easily configured by the accounting team.

Customise daily workflows

Create multiple workflows for your different types of customers and vendors and post differently to the general ledger. Sage Intacct’s custom transaction workflows handle that without the help of IT.

Extend functionality to match specific company needs

Perhaps you need an entirely new process linked to accounting processes, like capturing and summarising high volume transactions or tracking collections communications and tie those back to accounts receivable. You can do this with custom applications built using Sage Intacct Platform Services.

Adapt processes to growth

Sage Intacct is built to grow with you. Customisations and applications can be added as needed to meet the needs of your growing company and evolving financial processes. Would you expect any less from the visionary leader in cloud financial management?

Connect with outside services for a complete solution

Most Sage Intacct customers have two or more integrations with other services. Open APIs (Application Programming Interfaces) and SDKs (Software Developer Kits) make integrations easy. Developers or business analysts can push data to Sage Intacct and even initiate integration actions from dashboards and application pages.

Don’t babysit your customisations

Unlike other vendors, customisations or integrations you build on Sage Intacct - from custom applications to integrations - continue to work through every update. If we ever hit a point where security dictates that we change a process, we identify issues and alert you, then help resolve those issues. This is our guarantee.

Resources

E-book

Report: Redefined CFO

Product brochure

Sage Intacct Product Brochure

Webinar

Webinar: Redefined CFO

Sage Membership. Get more than software and solutions.

Member Masterclass

Explore articles and tap into weekly videos on the topics that matter to you

Learning and certifications

Grow your knowledge and boost skills across your team

Community

Network, share knowledge, and get the most out of Sage software

Steve Smith

CFO, Ground Control

Sage Intacct not only met our integration needs, it was also the right blend of functionality and price for us. It was in the sweet spot we were looking for.

Frequently asked questions

Perhaps you need an entirely new process linked to accounting processes, like capturing and summarising high-volume transactions or tracking collections communications and tying those back to accounts receivable. You can do this with custom applications built using Sage Intacct Platform Services.

These easy customisations and integrations save your business time, reduce errors and accelerate cash flow.
 

 
The Sage Intacct accounting platform provides an infrastructure solution that can give your business an extra edge over the competition. It improves efficiency and cost savings, and allows you to make better decisions that save your business money. It also means that Sage Intacct can grow with you. Customisations and applications can be added as needed to meet the needs of your growing company and evolving financial processes.

Absolutely! Our Salesforce Integration is built and supported by Sage Intacct based on experience from working with hundreds of customers.

  • Configure your integration – no scripting or third-party services necessary.
  • Set up users and security with ease.
  • Stay up to date with the latest Sage Intacct innovations with seamless upgrades.
  • Use with Salesforce Classic and Lightning.
  • Works with Salesforce Enterprise, Salesforce CPQ and Salesforce Nonprofit Success Pack.
 

Interested in learning how Sage Intacct can help your business?

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