Sage Intacct Contracts & Salesforce Integration

  • Improve quote-to-cash by 30%
  • Avoid compliance risks
  • Streamline your sales to finance workflows

No obligation, free personalised demo

View an on-demand demo in your own time


Are you a subscription business and looking to streamline your sales to finance workflows?

The Sage Intacct Contracts & Salesforce integration enables you to convert an opportunity to a contract when you create an opportunity in Salesforce. 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.
Sage Intacct and salesforce integration - opp to contract workflow

Watch the Sage Intacct contracts & Salesforce integration in action

20 minute overview
Press play on the video to begin watching (no details required) an overview of the contracts & Salesforce integration in action. The video will show you the new contract workflow, the additions or upsell workflow and the contract renewal workflow. Ideal for subscription-based businesses looking to streamline their sales to finance process.

A powerful and out of the box integration

See Sage Intacct information directly from within Salesforce

Use Chatter to communicate between teams to let them know an invoice has been paid

No need for extra Sage Intacct licenses to use the integration

Directly create contracts and invoices from Salesforce

Sage Intacct is the #1 B2B subscription billing platform as rated by G2

Sage Intacct wins Big Innovation award 2021

"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."

Speak to a Sage Intacct specialist

If you have any questions about Sage Intacct, would like to organise a personalised demo or if you would like to talk about how much Sage Intacct costs, fill out the form below and a Sage Intacct specialist will give you a call back at a time that suits you.

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.