Sage Intacct Integrations

  • Salesforce CRM
  • Yooz AP Automation
  • YayPay Credit Control
  • Prophix Budgeting and Planning
  • Workato Business Process Automation
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What are Sage Intacct Integrations?

Sage Intacct is a best of breed financial system that boasts being the best at financials but also allows you to choose the best tools for the job for other areas of your business, this is where its integrations come into play. Not only does Sage Intacct have powerful out of the box integrations with a variety of tools but it also has a world-class API. This means you are not limited to the integrations within the Sage Intacct Marketplace and instead have the flexibility to build connections from any systems and are able to both push data out and pull data in.

What Products Integrate with Sage Intacct?

Sage Intacct & Salesforce Integration

Branded 'The Power Couple' the Sage Intacct and Salesforce integration is an out-of-the-box integration, supported by Sage and covered by their 'Buy with confidence' guarantee. You can configure the objects you want to sync, including contracts, contacts, accounts, projects, tasks, invoices and dimensions. The integration is in real-time and allows you to directly create orders and invoices from Salesforce, integrates with Chatter and you can see Sage Intacct reports embedded in Salesforce screens.
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Sage Intacct & Yooz Integration

Yooz is a simple but powerful Sage Intacct Accounts Payable (AP) solution that is easy to set up and helps automate your invoice processing. When logged into Yooz you can see all of your AP documents in one place with required actions and relevant status', these documents may have been scanned into the system or received by email and are automatically entered and matched into the system.
Learn More About Yooz

Sage Intacct & Prophix Integration

Prophix is a powerful all in one solution that is perfect for those who need complex budgeting and planning capabilities. It allows you to collect all of your information into one system and use the advanced Business Intelligence and AI tools to build an automated and collaborative planning process.
  • Forecasting
  • Expense planning
  • Personnel planning
  • Operational planning
  • Sales & revenue planning
  • Project planning
  • Cash planning
  • Capital expense planning
prophix sage intacct integration

Sage Intacct & YayPay Integration

YayPay allows you to automate your credit control in Sage Intacct. You can use AI to predict payment problems, build standardised workflows to do the admin for you, collect payments with ease and allow customers to self serve with this powerful integration.
Learn More About YayPay

Sage Intacct & Workato Integration

Workato integrates seamlessly with Sage Intacct to help you get additional automation capabilities. It is both an integration and business process automation platform made to help businesses automate and connect different systems. Workato allows you connect different platforms by building custom workflows that can set up automated triggers and actions.
  • Stripe
  • Hubspot
  • Slack
  • Jira
  • Asana
  • Concur
  • Outlook
  • Teams
Workato Sage Intacct Integration

Sage Intacct & Webexpenses Integration

Webexpenses offers a powerful suite of tools for Sage Intacct including expense management, payment & reimbursement, payment and business expense auditing.
Learn More About Webexpenses

Sage Intacct Integrations coming soon

Keep an eye out for any new integrations that may be released into the Sage Intacct Marketplace, Sage Intacct are working hard with partners to get you the integrations you need for your system.
Chargebee
Subscription billing management
Proforecast
Forecasting and Scenario Planning
ExpenseIn
Mobile-based expense scanning and credit card matching
Sage Intacct helped c3controls improve their customer experience and accelerated orders 2x–3x:
"Sage Intacct enabled us to build out this custom e-commerce platform that only needs the data in Sage Intacct — there are very few other pieces that it relies on. The versatility and scalability we have with Sage Intacct is going to allow us to hit our aggressive growth goals over the next 10 years."
Dylan Harris, Manager of Information Systems and Technology, c3controls
Read the Case Study

Sage Intacct API

Sage Intacct boasts a powerful, flexible API at its core with volume limits of around 250,000 transactions (or API calls).
Sage-Intacct-Coffee-Break-Demo-Laptop

Watch the Sage Intacct Coffee Break Demo

Grab a coffee, get comfy and take a look at our Sage Intacct Coffee Break Demo. This demo will give you an overview of the features of Sage Intacct and how it can benefit your business. Just fill out the form below and start watching.

Why choose itas as your Sage Intacct partner?

At itas, we believe in working in partnership with you to deliver the perfect solution that you want and need for your business. As a multi-award winning Sage Partner, our approach is to help you maximise technology to transform the way you work.
  • We really know our stuff
  • We take the hassle away with effective project management
  • We help you get up and running quickly with training that delivers results
  • We are good people to work with that genuinely care about your business
  • We are just a phone call away with no automated queues
  • We are big enough to deliver, but small enough to care
  • We will ensure a smooth transition from your old platform to your new
The change to any new platform is a journey, and we will be on that journey with you, every step of the way.