Sage Intacct integrations and automations

Seamlessly connect Sage Intacct with other tools. Automate workflows, and boost efficiency with Workato.

Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

Why you should automate with Sage Intacct

Keep an accurate ledger
  • Keep an accurate ledger
  • Streamline order to cash
  • Automate procurement
  • Get insights and updates

  • Why these integrations and automations matter:

    Mistakes in your general ledger can cause costly compliance issues later on. It’s usually better not to risk it. Instead of migrating data manually between platforms, integrate Sage Intacct with your other accounting software to automatically record and track all your business transactions.

  • Import transactions from other applications

    Make sure your general ledger is accurate and stays up to date. Integrate Intacct with ecommerce applications like Shopify and Quickbooks to automatically add new transactions to your ledger. This integration can also detect and delete duplicate entries to ensure accurate records.

  • Backup important documents

    Integrate Intacct with a file storage application like Box and Dropbox

Do everything in one place

Triggers

When this happens…

Sage Intacct
  • New/updated AP bill
    New or updated AP bill in Sage Intacct
  • New/updated AP payment
    New or updated AP payment in Sage Intacct
  • New AR payment
    New AR payment in Sage Intacct
  • New contact
    New contact in Sage Intacct
  • New/updated contact
    New or updated contact in Sage Intacct
  • New expense
    New expense in Sage Intacct
  • New/updated expense
    New or updated expense in Sage Intacct
  • New/updated GL account
    New or updated GL account in Sage Intacct
  • New invoice
    New invoice in Sage Intacct
  • New item
    New item in Sage Intacct
  • New/updated item
    New or updated item in Sage Intacct
  • New project
    New project in Sage Intacct
  • New project task
    New project task in Sage Intacct
  • New/updated project task
    New or updated project task in Sage Intacct
  • New/updated project
    New or updated project in Sage Intacct
  • New/updated purchase order
    New or updated purchase order in Sage Intacct
  • New/updated object
    New/updated object in Sage Intacct
  • New/updated vendor
    New or updated vendor in Sage Intacct

    • Any other trigger you can think up

Actions

Do this…

Sage Intacct
  • Custom action
    Custom action in Sage Intacct (Custom)
  • Create expense
    Create expense in Sage Intacct
  • Create contact
    Create contact in Sage Intacct
  • Create customer
    Create customer in Sage Intacct
  • Create GL account
    Create GL account in Sage Intacct
  • Create journal entry with lines
    Create journal entry with multiple line items in Sage Intacct
  • Create single invoice
    Create single invoice in Sage Intacct
  • Create item
    Create item in Sage Intacct
  • Create object
    Create Object in Sage Intacct
  • Create other receipt
    Create other receipt in Sage Intacct
  • Create payment
    Create payment in Sage Intacct
  • Create project
    Create project in Sage Intacct
  • Create/convert purchase transaction
    Create/convert purchase transaction in Sage Intacct
  • Create recurring order entry transaction
    Create recurring order entry transaction in Sage Intacct
  • Create recurring invoice
    Create recurring invoice in Sage Intacct
  • Create statistical journal entry with lines
    Create statistical journal entry with multiple line items in Sage Intacct
  • Create/convert sales transaction
    Create/convert sales transaction in Sage Intacct
  • Create vendor
    Create Vendor in Sage Intacct
  • Delete sales order
    Delete sales order in Sage Intacct
  • Get custom relationship values
    Get custom relationship values for all relationship types in Sage Intacct
  • Get expense by record number
    Get expense by record number in Sage Intacct
  • Get invoice items
    Get invoice items in Sage Intacct
  • Get item by id
    Get item by id in Sage Intacct
  • Get sales order by id
    Get sales order by id in Sage Intacct
  • Link payment to invoices
    Link payment to invoices in Sage Intacct
  • Search expenses Batch
    Search expenses in Sage Intacct
  • Search AR terms Batch
    Search AR terms in Sage Intacct
  • Search contacts Batch
    Search contacts in Sage Intacct
  • Search customers Batch
    Search customers in Sage Intacct
  • Search dimensions Batch
    Search dimensions by name in Sage Intacct
  • Search GL account Batch
    Search GL account in Sage Intacct
  • Search journal entries Batch
    Search journal entries in Sage Intacct
  • Search invoices Batch
    Search invoices in Sage Intacct
  • Search items Batch
    Search items in Sage Intacct
  • Search objects Batch
    Search Objects in Sage Intacct
  • Search projects Batch
    Search projects in Sage Intacct
  • Search purchasing documents Batch
    Search purchasing documents in Sage Intacct
  • Search sales documents Batch
    Search sales documents in Sage Intacct
  • Update contact
    Update contact in Sage Intacct
  • Update customer
    Update customer in Sage Intacct
  • Update component of item
    Update component of item in Sage Intacct
  • Update object
    Update Object in Sage Intacct
  • Update project
    Update project in Sage Intacct
  • Update sales order and lines
    Update sales order in Sage Intacct
  • Update vendor
    Update Vendor in Sage Intacct

    • Any other action you can think up

Let us tailor your Sage Intacct integrations

The wonders of Workato

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Related Solutions & Content

About Sage Intacct Integrations

Sage Intacct is a widely-used accounting and financial management software that helps you streamline your financial processes and control data management across your business. Want to do even more with Sage Intacct? With Workato, you can integrate Intacct with your other business applications to automate enterprise resource planning across your organization. Workato lets you integrate your ERP app with Customer Relationship Management apps (CRM) like Salesforce and Microsoft Dynamics; CPQ apps like Apttus and Conga; billing apps like Zuora, Bill.com, and Chargebee; messaging tools like Slack and Microsoft Teams; eCommerce apps like Magento, Shopify, and BigCommerce; and more.

How you can integrate Sage Intacct

  • Store transaction data in flexible ledgers.
  • Automate accounts payable and receivable to speed up the <a href='https://www.investopedia.com/terms/c/cashconversioncycle.asp'>cash cycle</a>.
  • Track accounts in real-time for full visibility.
  • Attribute costs and revenue to specific products and teams.
  • Blog Article

    How Braille Institute of America uses Workato to Sync 3,700 Donation Items per Month into Intacct

    Workato’s Response to COVID-19: Why Digital Tools Are Important
  • Solution

    Finance Automations

    Finance Automations.
  • Integrations

    NetSuite Integrations

    Netsuite Integrations.
  • Integrations

    Intacct & Coupa Integrations.

    Intacct & Coupa Integrations
  • Blog Article

    Order to Cash Automation: Fintelligent Makes Data Reporting Mobile with Intacct and Workato

    3 tips that can help any product manager handle their time more effectively
  • Integrations

    Zuora Integrations

    Zuora Integrations
  • Integrations

    Intacct & Slack Integrations

    Intacct & Slack Integrations
  • Integrations

    Intacct & Salesforce Integrations

    Intacct & Salesforce Integrations

Let’s start automating

Schedule a Demo