Sage Intacct Partners

Financial data that has to be right, arriving from systems that were not built for it.

Intacct integration is usually about revenue and billing data landing correctly, on a schedule someone closes books against.

Start a partner conversation How white-label works

The premise

We do not run a Sage Intacct practice. That is exactly why we are safe to bring in.

You own the client, the roadmap, and the platform work. We build the technical layer between Sage Intacct and everything it has to agree with — and we have no interest in your platform business, your retainer, or your account.

Since 1997 we have engineered this connective work underneath other firms’ client relationships, across payments, travel, telecom, billing, financial services, healthcare, and manufacturing.

Where we plug in

The interfaces we work through, and why we choose one over another.

Intacct Web Services API

Transactional integration for invoices, payments, journal entries and dimensions.

Smart Events & Smart Rules

Platform-side validation and triggers so bad data is refused rather than reported.

Dimension modelling

Getting the dimensional structure right before integration hardens the wrong one in place.

Scheduled & event-driven sync

Reconciliation that runs on a cadence finance can rely on.

The four requests we get most

Revenue recognition

Automating revenue recognition from a subscription or billing platform.

Quote to invoice

Connecting Intacct to a CRM so quotes, orders and invoices reconcile.

Month-end automation

Replacing a spreadsheet-and-import process that breaks at month end.

Multi-entity consolidation

Multi-entity consolidation across systems that disagree about the chart of accounts.

However you need it delivered

Three ways partners use us on Sage Intacct work.

A scoped work package

A defined integration with acceptance criteria, quoted fixed-scope. The usual way a partner tests whether we behave the way this page says we do.

Embedded in your team

Named engineers inside your tools, on your domain, in your stand-ups. The client sees your firm.

Architecture only

Senior architecture ownership up to ten days a month, where your team can build but wants the decisions defended.

Related work

Also in ERP, Finance & HR:

NetSuite SAP Oracle E-Business Suite PeopleSoft Microsoft Dynamics 365

Bring us the Sage Intacct work you would rather not hire for.

Start a partner conversation Read the partner FAQ