Salesforce Sage Intacct Integration

Published on
August 24, 2021

The Sage Intacct Salesforce Integration brings together the best-in-class cloud financial management solution, opening a plethora of new possibilities for your business.

Also Read: Salesforce Quickbooks Integration for an efficient accounting environment?

What is Sage Intacct?

Sage Intacct is a cloud-based ERP solution to handle all your financial and operational data and provide visibility into the same real-time data across all departments. It is the first and only American Institute of Certified Public Accountants (AICPA) chosen financial management solution.

Sage Intacct ensures that Salesforce customers stay on the same page (with regard to sales and finance) with:

  • Consistent & accurate customer and order data
  • An integrated quote-to-cash process to minimize data re-entry and inaccuracies
  • Instant visibility for sales into order status, billing, and payments
  • A common collaboration backbone, based on 'Salesforce Chatter', to help accelerate processes of sales, finance, and services.

Trusted by numerous companies, from start-ups to public corporations to non-profits, the system includes accounting, subscription billing, cash management, purchasing, accounts payable, vendor management, revenue recognition, project accounting, fund accounting, inventory management, financial reporting applications, and financial consolidation, everything delivered over the internet via the cloud.

What is Salesforce?

Salesforce is the number one cloud-based Customer Relationship Management software that manages your customer database in an advanced and secure manner. This all-encompassing, highly efficient CRM has always been the go-to software, businesses have trusted for simplifying their jobs, and amplifying their return of investment.

Sage Intacct (finance) and Salesforce (sales) integration together form the power couple!

With the Salesforce Sage Intacct Integration, you get to amplify the features of both your platforms, read

Benefits of Salesforce SAGE Intacct Integration

1. A Complete Freedom Of your Accounting ERP

The freedom of accessing your ERP anytime, from anywhere with the help of Salesforce integration. By syncing accounts, transactional details, customer information, and invoicing between SAGE Intacct and Salesforce CRM, you give both your sales and finance teams the dynamics to work in tandem owing to the multi-device (Omni Channel) availability of Salesforce.

2. Highly Customizable Dashboard Templates

Sage Intacct has highly customizable dashboard templates, so you can set various views for a variety of roles, easily. The dashboards display data from across your company in an easy-to-digest format, so all your employees can identify trends and act accordingly.

3. Bid Adieu To Accounting Blind Spots

Help your sales teams convert quotes/opportunities into orders with a single click. Your sales reps and managers can now easily communicate with finance using 'Salesforce Chatter' – embedded within Sage Intacct – to easily expedite approvals, discuss and resolve exceptions to order management processes, clarify accounting policies and so much more.

A tight and complete Sage Intacct and Salesforce integration ensure that your team is always up to date with the latest information, including product and price lists. Your sales team can verify pricing in real-time and get visibility into the timing and financial impact of revenues, renewals, upgrades, and much more - all from within your Salesforce CRM.

4. Save Time and reduce manual redundancy

With the Salesforce Sage Intacct integration, you minimize errors and save time, by eliminating duplicate data entry between finance and sales. Eliminating data re-entry and inaccuracies also prevent delay with downstream approvals, billing, and reporting.

5. Improved Transactional visibility

The integration allows finance teams to get real-time visibility to customer and transaction data. Which in turn, increases the effectiveness of the overall sales by providing greater visibility into the financial impact of activities.

6. Increased Productivity With Smoother Workflow

Sage Intacct, the best-of-breed cloud solution for connecting finance and sales, offers pre-built integration with Salesforce, the #1 cloud CRM platform, to give you the best-in-class financial management platform. This delivers seamless integration and alignment to improve productivity, fuel growth, improve workflow and accelerate revenue. Together, Sage Intacct and Salesforce give you a holistic view of every customer, streamlined accounting workflows, and a smarter quote-to-cash process.

The powerful combination of Sage Intacct and Salesforce also facilitates productive communication between the department that makes the numbers and the department responsible for managing the numbers.

7. Fully Automated Process

The integration converts Salesforce quotes into Sage Intacct orders with a single click. It offers a fully automated, paper-free order to cash process that automatically triggers invoicing and revenue recognition, whenever a sale is completed in Salesforce. Using the 'Intacct Project Accounting' feature, you can create and track customer projects from the Salesforce CRM account screen, and then further drill down to see individual project details as and when required.

8. Scalable & Flexible

An integration between your Salesforce and SAGE Intacct lets you scale and streamline your business processes from end to end. It also supports flexible and configurable workflows and levels of detail, to synchronize the way you do business.

How Can AppShark help you?

A complicated integration can cost you lot of time, effort, and money. To eliminate mishaps and boost your chances of a successful Salesforce Sage Intacct integration, you need to work with an experienced Salesforce developer. Trust AppShark as your provider of comprehensive integration services, tailored for your unique expectations and needs. Our integration services include strategy, development, and management.

Our team of experts is adept at facilitating the uninterrupted flow of information from the cloud to cloud, premise to premise, or cloud to premise platforms. And with over 500 Salesforce projects completed over the past decade, we are the ideal partner to help you mark your transition.

Reach us at or contact us here for your Salesforce project inquiries.

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