Integration · How it works
Connected in an afternoon, not a quarter
Sage Intacct stays your system of record. Your workflows are unchanged.
- 01
Connect
Create a Web Services user in Sage Intacct with the permissions we list. Paste the credentials. We validate the connection and tell you exactly what is missing if anything is.
- 02
Sync
We read your vendors, purchase orders, and payment records. Nothing is written yet.
- 03
Configure
Set your branding, required onboarding fields, confirmation deadlines, and who gets which alerts.
- 04
Invite
Start with ten suppliers or your whole base. Invitations go out under your company's name.
- 05
Run
Orders flow, confirmations come back, exceptions surface. Your Intacct workflows are unchanged.
Permissions
We ask for the narrowest permission set that works: AP, purchasing, vendor, general ledger read, cash management read, and company read. We publish the exact list before you connect.
Sage Intacct stays in charge
- Purchase orders and lines read directly from Intacct
- Invoices created as drafts, posted only on your approval
- Vendor profile changes applied only after your verification
- Full audit trail on every action, on both sides
- Connects with your Intacct Web Services user — no rebuild of your workflows
Your accounting system, today or next
Sage Intacct is live today. Xero, QuickBooks Online, SAP Business One, Acumatica and Microsoft Dynamics 365 Business Central are on the roadmap — in that order. Running one of these? Design partners shape the connector and get priority onboarding.
- On the roadmap
Xero
Purchase orders, bills, contacts
- On the roadmap
QuickBooks Online
Purchase orders and bills
- On the roadmap
SAP Business One
Purchasing and AP documents
- On the roadmap
Acumatica
Purchase orders and receipts
- On the roadmap
Microsoft Business Central
Purchasing and payables
- Live today
Sage Intacct
Native two-way sync — orders out, draft bills back
Every connection works the same way: your accounting system stays the system of record, and nothing posts without your approval. Logos are the property of their respective owners and do not imply endorsement.
Connect a sandbox in a working session
We connect to a sandbox or walk your open PO list. Your data stays yours.