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Sage Intacct Data Flow—seamless data integration software

Connect the systems you use everyday, like CRM or project management, with your financial management system. No more data silos. No more jumping between systems.  Just accessible, cost-effective data integrations of everyday workflows.
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Journal Entry Account # Status Debit Credit C - 0645 Pending 2,000.00 2,000.00 Order Entry Corporation Account #C - 0645 Transaction total 118,901 Transaction Status Pending Item totals 118,901

Connect business data with Sage Intacct Data Flow

Sage Intacct Data Flow offers seamless connectivity of different data systems for your business. Simplify processes and boost productivity with a cost-efficient data source integration solution.
Automate data flow across CRM, accounting, payroll and more.
Streamline workflows like billing, invoicing, and revenue tracking.
Save time and boost efficiency without costly third-party integrations.

Accessible, cost-effective data integration

Connect the SaaS applications you use daily like CRM or PSA with your financials, without costly development. With your systems connected, your business data syncs seamlessly. 

  • Bring your own data source to gain deeper insights by connecting data silos.
  • Easily create and maintain secure, reliable API connections without costly dev, consultants, or IT.
  • Sage Intacct Data flow automates the extract, transform, and load process of your data.
Customize tabs Contacts (0) Add Companies (1) Add Primary Acme Investigations Domain: -- 5559994422 View associated companies Line items (1) Edit Awesome Product x1 $100 Contacts Conversations Marketing Sales Service Workflows Reporting Search HubSpot Deals Actions Deal 2 Amount: $100 Close Date: 01/31/2024 Stage: Closed Won Note Email Call Task Meeting More About this deal Deal owner Peter MacIntyre Overview Activities Data highlights CREATE DATE 01/31/2024 4:05 PM EST LAST ACTIVITY DATE -- DEAL STAGE Closed Won (Sales Pipeline)

Streamlined, automated, and user-friendly

Make data integration more accessible to your organization. Everyone stays up-to-date, no need for time-consuming data entry or jumping between your systems. 

  • Schedule data flow on a cadence that fits your business needs.

  • Flexibility for a broad range of data source types.

  • Save time, reduce errors and provide a better experience for stakeholders.

  • Save time and deliver accurate and up-to-date reports and analysis across your organization.

See a 360-degree view between finance and sales

With data seamlessly flowing between your systems, you get comprehensive view into operations and finances. For example, sales can see billing status while finance can access customer details with ease.

  • Eliminate redundant data entry between your systems and your financial system.

  • Sales and finance share a single source of truth to drive alignment and enhance insights.

  • Gain comprehensive insights into your operational and financial data.

Customize tabs Contacts (0) Add Companies (1) Add Primary Acme Investigations Domain: -- 5559994422 View associated companies Line items (1) Edit Awesome Product x1 $100 Contacts Conversations Marketing Sales Service Workflows Reporting Search HubSpot Deals Actions Deal 2 Amount: $100 Close Date: 01/31/2024 Stage: Closed Won Note Email Call Task Meeting More About this deal Deal owner Peter MacIntyre Overview Activities Data highlights CREATE DATE 01/31/2024 4:05 PM EST LAST ACTIVITY DATE -- DEAL STAGE Closed Won (Sales Pipeline) Customize tabs Wizard 1 Choose Type 2 Hubspot Setup 3 Query Setup 4 Sage Intacct Setup 5 Review Source * HubSpot Destination * Sage Intacct Type * Create/Update Order Entry Transactions Back Next Order Entry Search Sales Invoice-INV-0210 Print or email Post Draft Cancel More actions Transaction History Transaction date 01/31/2024 Date due 03/01/2024 Item totals 100.00 Subtotals 0.00 Transaction total 100.00 Transaction status Draft Bangor, WI 123435 United States Bangor, WI 123435 United States Date * 01/31/2024 Customer CUST-10095-Acme Investigations Acme Investigations (CCUST-10095) Bill to * Acme Investigations (CCUST-10095) Ship to * Document number INV-0210 Project

Pre-built integration with HubSpot

Does your team use HubSpot to manage customers, quotes, or orders? Sage Intacct Data Flow has a pre-built integration with HubSpot. Automatically synchronize data both ways to and from HubSpot CRM and Sage Intacct.

  • Eliminate manual data re-entry and jumping between systems.

  • Increase cash flow with shortened quote-to-cash cycles.

  • Automatically trigger invoicing, ASC606 revenue recognition, and expense amortization.

  • Faster, automated billing helps reduced DSO and improve cash flow.

What businesses experience with Sage Intacct Data Flow

Seamless

Inexpensive, seamless integration across all your systems.

Automation

Time and effort saved through streamlined and automated syncs.

Flexibility

Flexibility to connect any data source in a user-friendly way.

In sync

The ability to schedule syncs for a cadence that fits their needs.

Efficiency

Increased efficiency by eliminating manual re-entry between systems.

Reduce errors

Reduced risk of errors by automatically syncing data.

Resources

Explore the latest research, guides, and webinars on accounting and finance.
Data sheet
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Sage Intacct Data Flow data sheet

Sage Intacct Data Flow Datasheet
Data sheet
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Sage Intacct Data Flow Hubspot data sheet

Sage Intacct Data Flow HubSpot Datasheet

Get more than just great software

All Sage customers are part of the Sage community. As a Sage member, you can enjoy benefits, connect with experts and industry peers, and get insights that help you and your business.
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Sage Intacct Data Flow FAQs

Data integration software is a type of software that allows users to combine data from different sources and formats into a unified view. It helps businesses to enhance data analysis, share data across an organization through apps, and reduce data silos between financial management and CRM, project management, and more. Data integration software usually has key features such as data extraction, transformation, data mapping, data cleansing, data profiling, data governance, and data security.

Sage Intacct Data Flow streamlines workflows by automating data transfers between Sage Intacct and other applications. It reduces manual data entry, which reduces errors and saves time, and ensures data is accurate. Users can consolidate and synchronize data from different sources, such as databases, files, APIs, and more. Sage Intacct Data Flow provides actionable insights from data analytics, and help to enhance data quality to ensure data is reliable.

No third party or IT support are necessary.

Cloud-based data integration software makes it easier and faster to access, share, and analyze data across different sources and platforms. Because it is hosted in the cloud, it is cost-effective because there is need to install and maintain on-premise infrastructures. Cloud-based data integration software improves the security and compliance of data integration by using encryption, authentication, and auditing features of the cloud. It increases efficiency and reduces errors caused by manual entry and manual data syncing.

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