Sage Intacct, connected across every entity
A growing business running several companies on Sage Intacct needed sales invoices and supplier costs from its operations system posted straight into the right Intacct entity, without re-keying.
- Accounting package
- Sage Intacct
- Service
- Accounting & Finance Systems
What needed solving
- The business ran several legal entities in Sage Intacct, and records had to land in the correct one.
- Customer and supplier details were maintained in both systems and kept drifting apart.
- Sales and purchase invoices were re-keyed into Intacct, which risked duplicate postings.
- Finance teams had no audit trail showing what had been sent, when, and whether it worked.
The outcome
- Invoices and supplier costs reach the correct Intacct entity without re-keying.
- One consistent set of customers and suppliers across operations and finance.
- A full, exportable audit trail of every transaction sent to the ledger.
What we built
Secure Intacct connection
The integration connects with its own Intacct login over the Sage Intacct Web Services API, using a registered Sender ID.
Entity-aware sync
Three access levels decide where records go: one chosen entity (Restricted), the top level only, or all entities (Unrestricted).
Two-way customer & supplier sync
Customers and suppliers sync in both directions. A resync option refreshes records that are already linked without creating duplicates.
Invoice & payment posting
Sales and purchase invoices are posted to Intacct, and payments recorded in Intacct come back to the operations system.
Duplicate protection
Each invoice is marked as passed to accounts once it has synced and is locked while a sync is in progress, so it can never be posted twice.
Audit history
Every sync is logged with what was sent, when, and the result. Failures carry a readable reason, and the full history exports to Excel.
What syncs, and in which direction
Sage Intacct → Operations system
- Customers
- Suppliers
- Tax codes
- Nominal (GL) codes
- Payments
Operations system → Sage Intacct
- Customers
- Suppliers
- Sales invoices
- Purchase invoices
Engineering highlights
- Entity selection at sync time to support multi-company Intacct set-ups
- Resync updates linked records only and never creates stray duplicates
- Sync status shown in the UI so users can see a run is in progress
- Exportable audit log for finance and auditors
Tools & technologies
- Sage Intacct Web Services API
- REST APIs
- Multi-entity mapping
- Audit logging
- Excel export
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Read case studyOne-click Xero invoicing
A Xero integration that pushes approved invoices, credit notes and payments with one click, syncs customers both ways and imports Xero tax rates and account codes.
Read case studyWant Sage Intacct connected to your systems?
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