Sage Intacct for Procore
Procore + Sage Intacct = One source of truth
When your job site and your back office work from the same numbers, there’s no second guessing. With Sage Intacct native integration with Procore, job costing, billing, retentions and budget performance flow automatically between systems — with no manual export, no duplication, and no delays.
What is Sage Intacct?
Finance software that speaks the same language as ProcoreIf you’re already using Procore to manage your construction projects, you’ll know how valuable it is for staying on top of tasks, timelines, subcontractors, and site activity. But when it comes to managing finances — applications, retentions, budget vs actuals, or work in progress (WIP) — spreadsheets and manual exports only take you so far. That’s where Sage Intacct comes in.
Best-in-Class Cloud Financial Management
Sage Intacct is a best-in-class cloud financial management system, ideal for construction firms looking to move beyond spreadsheets or entry-level accounting tools. Where Procore brings control and clarity to project management, Sage Intacct does the same for your financials—offering real-time visibility into cash flow, project costs, and profitability across jobs and entities. Designed to handle the complexity of modern construction businesses, Sage Intacct consolidates core financial processes like general ledger, accounts payable, project billing, and multi-entity reporting into a single, reliable system. It helps finance teams save time, reduce risk, and maintain audit-ready records—whether you're working across regions, cost centres, or currencies.
Allowing you to focus on projects
What sets Sage Intacct apart for Procore users is its ability to scale and integrate. With native connectivity and open APIs, it can seamlessly link with your Procore data to reduce manual entry, support faster approvals, and give finance and operations a shared view of project performance. Dashboards and reports are easily tailored to show job profitability, WIP, and cash position—so you’re not waiting for month-end to make business-critical decisions. For construction firms juggling subcontractors, change orders, or retention tracking, Sage Intacct’s modular setup allows you to introduce project accounting, time tracking, or multi-entity consolidations as and when needed. Updates are cloud-delivered—no downtime, no disruption—keeping you focused on building, not patching software.
Finance leaders in construction trust Sage Intacct to give them control, compliance, and confidence—without the spreadsheet sprawl.
Built for Construction. Designed to Integrate.
Generic accounting platforms can’t keep up with project-based businesses. Sage Intacct is purpose-built for construction, and it integrates natively with Procore — no API build required.
- Native integration, listed on the Procore App Marketplace
- Sync everything from cost codes to subcontractor invoices
- Retentions, applications, job costing and budget vs actuals — fully connected
- Cloud-based and UK-supported by the experts at itas
No middleware. No workarounds. Just two systems speaking the same language.
Integration Map
Procore and Sage Intacct Construction| Procore | Exports data from Procore to Sage Intacct | Imports data from Sage Intacct to Procore | Sage Intacct |
|---|---|---|---|
| Cost Codes1 Cost Types | »»» | ««« | Cost Codes (Tasks) Categories |
| Projects | »»» | ««« | Jobs |
| Sub Jobs | »»» | ««« | Sub Jobs |
| Companies | »»» | ««« | AP Vendors |
| Budget | »»» | ««« | Job Estimate |
| Budget Modifications | »»» | Revision | |
| Commitments Subcontracts & Purchase Orders | »»» | Purchasing Subcontracts & Purchase Orders | |
| Commitment Change Orders (CCOs) | »»» | Commitment Change Orders | |
| Prime Contract | »»» | Project Contract | |
| Prime Contract Change Orders (PCCOs) | »»» | Project Change Order | |
| Direct Costs | ««« | General Ledger PC Cost Types (Custom), PC Account Type (Custom) | |
| Subcontractor Invoices | »»» | Bills | |
| Commitment Payments Issued2 | »»» | ««« | Bill Payments |
1 Project-level cost codes must be added to the project from the Company-level ERP Standard Cost Code List. New cost codes must be created in your ERP system and cannot be created in Procore. Custom WBS segments are not supported.
2 Export of payment records from Procore to Sage Intacct is only supported for customers licensed for Procore Pay in the United States.
Procore is for the field. Sage Intacct is for finance.
Total visibility across your businessFinance teams want accuracy. Project managers want clarity. With Sage Intacct and Procore working together, you don’t have to choose.
Site teams keep using Procore – nothing changes
Finance receives approved commitments and costs instantly
WIP reports, applications, and forecasts update automatically
One source of truth across your entire organisation
Month-end becomes a routine, not a crisis
Forecasting improves, cash flow becomes predictable
With everyone working from the same data, month-end is smoother, forecasts are sharper, and cash flow is more predictable.
WIP reports shouldn’t be copy-paste jobs
WIP shouldn't be a spreadsheet exercise
Manual WIP (work-in-progress) reporting is one of the biggest time drains in construction finance. Hours are lost each month chasing figures from site teams, reconciling spreadsheets, and trying to make sure that budgets and costs line up. And by the time the numbers are pulled together? They’re often already out of date.
Sage Intacct changes that completely. With a direct integration to Procore, your WIP data flows automatically — meaning committed costs, actuals, applications, retentions and budget movements are always current. Dashboards update in real time, so you’re never relying on last week’s exports to make today’s decisions.
- No more chasing departments for spreadsheets
- Live view of committed vs actuals, retention values and applications
- Drill into job-level data from one place
- Custom dashboards for finance, commercial, and board use
This doesn’t just save time — it improves accuracy, auditability, and forecast confidence. When the board asks for up-to-date margins or cashflow impact, you’ll have the answer instantly.
It’s time for construction finance to move past manual reporting. Sage Intacct gives you the tools to do just that — with less admin and greater control.
Get in touch with a specialist to find out more about Sage Intacct & Procore
Why Customers Choose us as their Sage Intacct Partner
Proven track record delivering successful integrations across construction finance and operations, with deep technical expertise in both Sage Intacct and leading CRM platforms such as Salesforce.
- Recognised as Sage's Customer Success Partner of the Year FY24, highlighting a commitment to delivering exceptional value and support.
Provides full end-to-end process design across site operations (via Procore) and financial systems (via Sage Intacct), ensuring seamless data flow, clear project visibility, and reduced manual effort across teams.
