Sage Intacct & Salesforce Integration
An out of the box, real-time integration between Sage Intacct & Salesforce
The Sage Intacct and Salesforce Integration offers the following functionality:
Discover how FFT streamlined their financial processes with the Sage Intacct & Salesforce integration
Connect your business without third-party input with Sage Intacct and Salesforce
Real time integration
Sync accounts, products, projects, contacts, contracts and invoices across platforms
Sage Intacct reports embedded within Salesforce screens
Integration with Chatter
No need for extra Sage Intacct licenses to use the integration
Directly create orders, contracts and invoices from Salesforce
Integration is built and maintained by the Sage Intacct team
Comes with a buy with confidence guarantee
Sage Intacct & Salesforce Opportunity to Contract Workflow Demo
Sage Intacct & Salesforce Opportunity to Invoice Workflow Demo
Journal-based integration for Not-for-Profits and Charities
"Sage Intacct’s revenue recognition solution lets us keep everything centralized, even though we’re managing fairly complex, multi-subscription contracts on annual or quarterly billing schedules. The system does a good job of handling different revenue recognition templates for each subscription type – improving our whole order-to-cash process and increasing the accuracy of our financial data. Now, when our sales team closes a deal in Salesforce, order details are automatically added to Sage Intacct, my team validates the revenue schedule, and then generates an invoice in just five minutes."
Sage Intacct & Salesforce FAQs
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Speak to a Sage Intacct Specialist