Salesforce Loves Sage Intacct

Ready to find out why?

Wave goodbye to third-party integrations.

Integrating your accounting software with Salesforce is extremely beneficial, enabling you to reduce admin, improve productivity, increase sales and share financial information between systems. The Sage Intacct & Salesforce integration takes this to another level.

  • Unlock 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
  • Integration is built and maintained by the Sage Intacct team
  • Comes with Sage's Buy with Confidence guarantee

A connection like no other.

Connect your business without third-party input
Real-time out of the box integration
Sage Intacct reports embedded within Salesforce screens
Integration with Chatter
"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

Everything is clearer when you’re in love.

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.

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.

Book in a 30 minute chat with a Sage Intacct & Salesforce Specialist

If you have any questions about Sage Intacct, the integration with Salesforce, or if you would like to talk about how much Sage Intacct costs, use the booking form below to schedule a 30-minute call with one of our Sage Intacct specialists.

Not sure if Sage Intacct is the right software for your business?

Take our quiz and find out the best finance software for you in just 5 minutes!

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.