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Sage Intacct

Use Flowgear's pre-built connector to integrate with Sage Intacct
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Flowgear unlocks the true capabilities of Sage Intacct.

Sage Intacct streamlines financial, inventory, and fulfillment processes for modern businesses.

Flowgear connects Sage Intacct to ERP, finance, marketing, and support platforms – syncing data in real time, eliminating manual work, and giving every team a single source of truth.

Sage Intacct is a powerful cloud-based financial management system, but its full potential is realized when integrated with other business-critical platforms like CRM, payroll, and inventory management systems. Flowgear simplifies and automates these integrations, ensuring data flows seamlessly between Sage Intacct and other systems, reducing manual work, and improving operational efficiency.

Popular examples and use cases

Finance
Automated Invoicing
Closed won deals or fulfilled orders instantly generate accurate invoices.
Automated Month-end
Reconciliations and core calculations like bank feeds, intercompany balance, commissions, accruals, depreciation, and cash flow forecasts
Real-Time Consolidation
Sync data across ERPs, databases, or subsidiaries for up-to-date group reporting
File-to-System Integration
Capture data from Excel, CSV, or PDF files in real time with 100% accuracy
Payment Gateway Integration
Connect Intacct to Stripe, PayPal, and other gateways for seamless payments. Sync data from various 3rd party ERP’s databases into Sage Intacct for easier consolidation and reporting
Payment Status Sync
When customers pay, Flowgear posts receipts back to CRM and analytics.
Credit Limit Enforcement
Live credit checks during quoting prevent risky deals.
Sales
CRM to Billing Sync
Push closed CRM deals (e.g., Salesforce) into Sage Intacct for instant billing
Credit & Payment Visibility
Get real-time access to customer credit limits and payment status
Sales Order Automation
Auto-generate sales orders and invoices when deals close
CRM Data Sync
Automatically update Sage Intacct with changes from your CRM
Sales Insights
Analyze performance with real-time, finance-integrated dashboards.Sync closed opportunities from CRM (e.g., Salesforce) into Sage Intacct for billing
Quote to Order Automation
Reps convert approved quotes into ERP orders with one click, eliminating re keying.
Live Price and Stock Insight
Real time ERP pricing and inventory appear inside the quote.
360 Account View
Finance and support data surface in CRM for full context.
Operations
Machine Costing Integration
Pull runtime data from machinery to calculate hourly costs
Usage-Based Billing
Extract variable usage data to auto-calculate and bill through Intacct
Procurement Sync
Push purchasing data into Intacct for approvals and financial impact
Revenue Recognition
Sync service milestones to automate revenue recognition in Intacct
Asset Monitoring
Track utilization and depreciation automatically in Intacct
Forecast Driven Procurement
Pipeline quantities feed planning to cut stockouts.
Shipment Tracking Updates
ERP tracking numbers update CRM and notify customers.
Low Stock Alerts
Threshold breaches trigger reorder alerts.
Human Resources
Expense Sync
Push employee claims into Intacct for fast reimbursement and tracking
Payroll Integration
Feed payroll data into Intacct for accurate financial reporting
HR Record Automation
Auto-provision employee records between HRIS and Intacct
Resource Tracking
Monitor training, certs, and availability for department-level costing
Headcount Analytics
Sync employee data for accurate workforce reporting
Share Data Across The Entire Organization with a Single Source of Truth
Centralize Core Data
Synchronize customers, orders, inventory, and financial records so every platform - from CRM to ERP - shows the same up to date facts.
Eliminate Duplicate Entry
Flowgear captures a change in one system and propagates it everywhere else, freeing staff from copy paste work.
Real Time Analytics
Stream cleaned data into BI tools the moment it is created so leaders work with live metrics.
Automate Data Capture From Flat Files (PDF, CSV, Excel)
Automate Flat File Ingestion
Flowgear watches inboxes or folders and ingests new PDF, CSV, or Excel files, routing them automatically.
AI Data Extraction
OCR and parsers pull header and line item details straight into the target system, boosting accuracy.
Exception Alerts
Failed parses trigger Slack or email notifications so issues are fixed quickly.

Free Proof of Concept for your Sage Intacct Integration

Not sure how the Sage Intacct integration would work on your own systems? Test before you buy!
See the Sage Intacct integration in action with our complimentary proof of concept. Register for our free trial and the Flowgear integration experts will build a free proof of concept workflow based on your own integration requirements. No credit card needed and no obligation! We’re happy to demonstrate how Flowgear’s enterprise-grade integration platform can be applied to your organization and how a single workflow can boost your productivity and profitability.
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Need a specific integration? We’re able to use our technology connectors or RPA (Robotic Process Automation) to integrate to any product that has an API, SDK, database, website or even desktop app.
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How to videos

Tech Deep Dive - Sage Intacct to Netcash
If you looking for an integration platform or want a deeper dive into Flowgear's capabilities, market fit, commercial model, security, partner program, certification course and more, then this is the video for you. Watch our recent Customer Success Spotlight with the Managing Director from Netcash (a prominent Payment Aggregator) where we unpack their integration use cases and take a deep dive into the Flowgear workflows used to manage supplier payments from Sage Intacct to Netcash and back. Refer to the bookmarks below to quickly jump to the chapter that is most relevant to you.
Sage Intacct Connector Demo
Create invoices in Sage Intacct from orders generated in your Salesforce environment.
Integrate Salesforce & Sage Intacct
Create and upload company information in Salesforce from data in your Sage Intacct environment.
Enterprise API to ConnectWise Manage
Use Case: Capture real-time data from external sources to log service tickets in ConnectWise Manage using Flowgear's Enterprise API.
Using the generic Rest Request Connector
Use Case: Consume an open API definition (Swagger) to expose it's capabilities using Flowgear's generic Rest Request Connector.
Using the generic Web Request Connector
Use Case: Connect to APIs that do not have an exposed consumable API Definition using Flowgear's generic Web Request Connector.

Help Articles

Sage Intacct

Integration Instructions for Sage Intacct

Read more

Popular examples and use cases

Practical examples and use cases where Flowgear can enhance Sage Intacct's use across multiple departments in your business.

Share Data Across The Entire Organization with a Single Source of Truth

  • Integrate with Internal Systems

    Integrate Sage Intacct with other critical business systems like ERP, eCommerce, Finance, Warehouse Management, Payroll, and Customer Service.

  • Integrate with Customer and Supplier Systems

    Seamlessly connect Sage Intacct with client and supplier platforms to enhance communication, automate order tracking, and streamline invoicing processes.

Finance and Accounting

  • Automated Data Capture from Flat Files

    Flowgear integrates Sage Intacct with financial systems, automating the extraction and processing of data from flat files (e.g., Excel, CSV, PDF). This reduces manual data entry, eliminates errors, and ensures real-time updates for accurate financial reporting and reconciliation.

  • Multi-Entity Financial Consolidation

    Flowgear automates financial consolidation across multiple entities, ensuring real-time accuracy in financial reporting and reducing manual data entry.

  • Automated Bank Reconciliation

    Integrating Sage Intacct with banking platforms, Flowgear automates the reconciliation of bank transactions, saving finance teams time and reducing errors.

  • Month-End Closing Automation

    Flowgear streamlines the month-end closing process by synchronizing journal entries, automating account adjustments, and expediting the closing cycle.

Sales

  • Quote-to-Cash Process Automation

    Flowgear integrates Sage Intacct with CRM systems like Salesforce, automating the entire quote-to-cash process and ensuring that sales orders, invoices, and payments flow seamlessly between systems.

  • Commission Management

    Automate commission tracking and disbursement by connecting Sage Intacct with commission management tools, ensuring sales reps are compensated on time without manual calculations.

  • CRM Integration

    Flowgear syncs customer, order, and financial data between Sage Intacct and CRM systems, providing sales teams with real-time visibility into customer accounts, improving decision-making.

Operations and Inventory Management

  • Real-Time Inventory Visibility

    Flowgear integrates Sage Intacct with warehouse and inventory management systems, ensuring real-time updates on stock levels, reducing stockouts, and improving order fulfillment efficiency.

  • Project Cost Tracking

    Automate project cost tracking by integrating Sage Intacct with project management tools, ensuring accurate cost allocation and improving project profitability analysis.

  • Cost Control and Forecasting

    Flowgear enables seamless integration between Sage Intacct and supply chain systems, allowing businesses to automate cost tracking and improve inventory forecasting.

Human Resources and Payroll

  • Payroll Automation

    Flowgear connects Sage Intacct with payroll systems like ADP or Paychex, ensuring real-time synchronization of employee salaries, taxes, and benefits, reducing manual data entry and improving payroll accuracy.

  • Employee Expense Automation

    Automate the process of capturing and approving employee expenses by integrating Sage Intacct with expense management platforms, ensuring accurate and timely reimbursements.

  • Attendance and Timesheet Syncing

    Flowgear integrates time and attendance systems with Sage Intacct, automatically syncing employee hours for accurate payroll processing and labor cost management.

Procurement

  • Purchase Order Automation

    Flowgear integrates Sage Intacct with procurement platforms, automating the creation and approval of purchase orders based on real-time stock levels and vendor agreements.

  • Vendor Onboarding and Management

    Automate the vendor onboarding process by integrating Sage Intacct with supplier platforms, ensuring vendor data is captured and updated accurately across systems.

  • Spend Management

    Flowgear enables seamless spend management by integrating procurement systems with Sage Intacct, providing real-time visibility into purchasing activity and ensuring that spending stays within budget.

Cross-Departmental Collaboration

  • Real-Time Financial Insights

    Flowgear integrates Sage Intacct with business intelligence tools like Power BI or Tableau, enabling real-time reporting and analysis across departments, from finance to sales to HR.

  • Compliance and Audit Reporting

    Automate compliance reporting by connecting Sage Intacct with regulatory and audit tools, ensuring that all transactions and financial data are accurately logged and ready for audits.

  • Seamless Data Sharing Across Teams

    Flowgear facilitates data sharing across finance, sales, HR, and operations by integrating Sage Intacct with collaboration tools like Microsoft Teams or Slack, improving transparency and reducing data silos.

Flowgear excels against Magic Quadrant leaders

See what Gartner and G2 Crowd have to say.

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Flowgear - Workflows

Flowgear’s integration solutions are designed as workflows. A workflow is a visual representation of an integration task that is composed of a series of steps called nodes.

Intuitively build sophisticated workflows with our drag and drop visual designer, powerful logic functions and real-time processing.

Use our revolutionary DropPoints to gain instant secure access to all on-premise applications. Our collaboration tools increase productivity by enabling users to control asset versions and share resources.

Workflow example: How to Extract data from a SQL database

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