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Sage Intacct API and Integration

Connect all your data into one place.

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Seamlessly integrate data across your whole business

Sage Intacct integrations give you the freedom to curate your own software ecosystem with specialist tools for every business function.

Traditional integrations often relied on manual file transfers or custom coding that would break when new updates were applied.

Sage Intacct’s open API technology enables seamless and reliable integration with just about any software. Connecting your systems together allows data to flow automatically, reducing manual processes and boosting efficiency.

Full documentation for developers, including code samples, can be found on the Sage Intacct Developer site.

Key Benefits:

  • Reduces manual data entry and file imports - saving time and preventing mistakes
  • Improves inter-department collaboration and information sharing
  • Extends the system to suit your specific industry and processes
  • Ensures systems are always up-to-date

Pre-built and custom integrations

Over 350 pre-built integrations and endless opportunities for custom connections

Many of the integrations are already built and available on the Sage Intacct Marketplace. For anything bespoke, our in-house Sage Intacct developers are certified by Sage to build custom integrations and undertake a variety of development projects.

Sage Intacct Marketplace

Integrations on the Sage Intacct Marketplace are pre-built and tried-and-tested by hundreds of businesses. Choose from popular integrations such as Salesforce, HubSpot, Yooz, Avalara and more.

Shop marketplace integrations here

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Sage Intacct and Salesforce

Sage Intacct integrates seamlessly with Salesforce the most widely used CRM platform, globally.

Built and supported by Sage Intacct for seamless workflows and collaboration, the Salesforce Integration allows you to scale and streamline your business processes from end to end.

Sage Intacct connects Sales, Revenue, and Finance from the initial transaction through to reporting, forecasting, and billing to:

  • Eliminate data re-entry and inaccuracies that delay downstream approvals, billing, and reporting.
  • Allow Finance to get real-time visibility to customer and transaction data.
  • Enable Sales and Revenue to efficiently and accurately serve customers with access to transaction status, billing, and payments.
  • Provide a shared system of record so everyone can trust the numbers.

Sage Intacct and Yooz

Yooz for Sage Intacct is a powerful accounts payable solution that lets you easily automate your Invoice PR processing. See all your AP documents in one place with relevant status’ and required actions.

With Sage Intacct and Yooz together, your business gets:

PKF Contact FAQs Owl

The answers you need, all in one place

Find quick answers to common queries about Sage Intacct API and Integration.

  • Can I integrate to Sage Intacct?

    Yes, Sage Intacct has an Open REST API (Application Programming Interface) which allows integration with just about any software. More technical information can be found here. Sage Intacct also has an MCP Server which can be used for application integrations.

  • Does Sage Intacct integrate with HubSpot?

    Yes, Sage Intacct can be integrated with HubSpot through one of the pre-built integrations available on Sage Intacct Marketplace. Can’t find what you’re looking for? We’ve got a team of in-house developers who can build a variety of custom Sage Intacct integrations.

  • Can Claude connect to Sage Intacct?

    Yes, Claude can be connected to Sage Intacct using the AI Gateway which is an MCP server that allows you to give external AI tools (such as Claude, Gemini and Microsoft Copilot) read-only access to your Sage Intacct data. Get in touch for more information.

  • Does Sage Intacct integrate with Salesforce?

    Yes, Sage Intacct has a pre-built native integration with Salesforce that is managed by Sage. The advanced CRM connector allows opportunities, contracts, orders and projects to be synced between Sage Intacct and Salesforce.

Sometimes it was a little bit complicated how we were trying to set our structure up and what we wanted to get out of [Sage] Intacct, but Ian and Sam were full of ideas and came up with really good suggestions for everything. We had a lot of troubleshooting sessions and they were able to find resolutions. Haris has given a lot of support all the way through the process as well. He’s very confident and very capable.

We felt very supported – if you contacted somebody, you got a response very quickly. You never felt like you’d been left out on a limb.

Amy Knights-Allen

Accountant at Maydencroft

PKF Smith Cooper System’s team impressed throughout the process with their knowledge, attentiveness and ability to find solutions for us.

Alex Prentice

at Medical Research Network