Sage Intacct & Salesforce Integration

  • Out of the box integration
  • Buy with Confidence Guarantee
  • Sage Intacct is a Platinum Salesforce Partner
No obligation, free personalised demo of Sage Intacct
Want to learn more about Sage Intacct? Book a Demo!

An out of the box, real-time integration between Sage Intacct & Salesforce

Sage Intacct is the best of breed accounting solution with no need to compromise on capability. It is focused on accelerating the strategic power of your finance team with both powerful financial reporting and deep industry role-based functionality that can be easily tailored. This flexibility allows businesses like yours to scale up and adapt as it grows. The Sage Intacct and Salesforce integration is a real-time, out of the box integration that doesn't require any third-party input. The integration allows you to streamline your opportunity to invoice process, view Sage Intacct transaction screens from within Salesforce and automatically sync customers including any Salesforce custom fields.
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Sage Intacct wins Big Innovation award 2021
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Customers that Chose us to do their Sage Intacct & Salesforce Integration

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The Sage Intacct and Salesforce Integration offers the following functionality:

  • Incredible multi-dimensional reporting that connects in real-time to your Salesforce CRM
  • Automatically sync customers including your salesforce custom fields
  • Create invoices or orders automatically from your opportunity workflow
  • Add a drop-down to your opportunities screens to push through the opp at a time that suits your team
  • Give your sales reps the ability to view aged debt reports and payment information directly from the Salesforce interface to speed up your quote to cash process

Discover how FFT streamlined their financial processes with the Sage Intacct & Salesforce integration

The seamless integration between Sage Intacct & Salesforce not only streamlined their finance processes but also brought departments closer together, fostering better collaboration and efficiency and helped the businesses overall growth and performance!

Connect your business without third-party input with Sage Intacct and Salesforce

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Real time integration

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Sync accounts, products, projects, contacts, contracts and invoices across platforms

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Sage Intacct reports embedded within Salesforce screens

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Integration with Chatter

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No need for extra Sage Intacct licenses to use the integration

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Directly create orders, contracts and invoices from Salesforce

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Integration is built and maintained by the Sage Intacct team

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Comes with a buy with confidence guarantee

Sage Intacct & Salesforce Opportunity to Contract Workflow Demo

Another powerful feature of the Intacct & Salesforce integration is the integration with Contracts. When you create an opportunity in Salesforce and convert it into a contract, you can then create a Sage Intacct contract off the back of it. Within that contract, you can sync the invoice payments which can then be viewed within Salesforce too.
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Sage Intacct & Salesforce Opportunity to Invoice Workflow Demo

Watch our 10-minute demo where we explore the opportunity to invoice workflow as part of the Sage Intacct & Salesforce integration. This process will save both finance and sales teams a lot of time and also eliminate any reconciliation issues.
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Sage Intacct salesforce integration for NFP

Journal-based integration for Not-for-Profits and Charities

Sage Intacct and Salesforce also offer a journal-based integration which is incredibly useful for Not-for-Profit organisations.
"Sage Intacct’s revenue recognition solution lets us keep everything centralised, 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."
Brett Belcastro, Revenue Controller, Acquia

Sage Intacct & Salesforce FAQs

Why Customers Choose us as their Sage Intacct Partner

  • Extensive previous Salesforce accreditations combined with strong technical expertise working with the platform, ensuring a deep understanding of its capabilities and best practices.
  • Achieved a 100% retention rate on Salesforce and Sage Intacct integration sites, demonstrating reliability and long-term customer satisfaction.
  • Recognised as Sage's Customer Success Partner of the Year FY24, highlighting a commitment to delivering exceptional value and support.
  • Provides comprehensive end-to-end process design support across both CRM and financial systems, ensuring seamless integration and efficiency.
"itas were recommended to us by Sage as a leading Sage Partner and our high expectations of them were met in the very first meeting. Since then itas has demonstrated a very high level of professionalism and expertise. The implementation consultants quickly understood our business and the service offered by the support team has been superb. We have absolutely no hesitation in recommending itas to any business looking to install and maintain business systems." - Nick Calver, Symology
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Want to learn more about Sage Intacct & Salesforce?

Speak to a Sage Intacct Specialist

Request a call back from a Sage Intacct specialist to learn more about Sage Intacct and the integration between Intacct and Salesforce.

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.