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

Market leaders run on Workato

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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

Streamline your Sage Intacct integrations

  • Need to connect your product to Sage Intacct?

    Leverage the power of the Workato Embedded platform to access 1200+ pre-built connectors to the apps your customers are requesting. 
    Learn more

    • Build powerful workflows, fast

    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

    One platform

    • Power
    • Agility
    • Speed
    • Innovation

    Streamline your Sage Intacct integrations

    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