Sage Intacct Integration

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API technology offers a new way of thinking and allows data to be stored in one place and for two way data queries to happen quickly and efficiently

The integration of disparate pieces of software is often a key requirement for businesses looking for efficiencies and competitive advantage.

Sage Intacct is a best in class financials solution and what it doesn’t try to be is everything to everyone. This allows you to utilise other, specialist, solutions for each part of your business and Sage Intacct makes integration to these applications simple and easy.

Traditionally, integrations have often involved deploying standard middleware to automate CSV or XML file transfers or specific bespoke development.

Application Programming Interface (API) technology has now become an industry standard, allowing people to move away from file transfers or bespoke integrations. Sage Intacct is no different, the solution was built from the ground up to ensure its seamless integration with other best-in-class solutions.

An API allows Sage Intacct to share data (read, write, update, delete) with other applications, as well as programmatically run actions, like consolidations. A business’s complex processes often require extracting data for processing, then posting results.

Sage Intacct’s open APIs make interacting with data, not only possible but, relatively simple as it supports over 300 API methods. Full documentation for developers including code samples can be found at

Key Features of Sage Intacct API

  • Sage Intacct offers strong customisation support to tailor solutions
  • 12-year backwards compatibility
  • No need to update code for new releases
  • Sage Intacct provides Developer tools–SDKs in 3 languages
  • Regularly updated documentation available free at

It is possible that the solution or integration you need already exists, meaning that you will have no need for development. In cases like this, Sage offers a choice of approved integrations through its Marketplace Partners. The Sage Intacct Marketplace allows you to browse over 200 integration solutions, access it here.

Sage Intacct and Salesforce

Sage Intacct integrates seamlessly with Salesforce which is, globally, the most widely used CRM platform. 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 in order 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 of your AP documents in one place with relevant status’ and required actions.

With Sage Intacct and Yooz together, your business gets:

  • Up-To-Date Data: Data is sent from Sage Intacct instantly, giving you accurate insights in real-time.
  • Image Push: Yooz is the only solution that pushes the actual image of the invoice to Sage Intacct’s system.
  • P.O. Integration: Yooz connects with the purchasing module and pulls over the purchase orders or receivers.

If you would like to discuss Sage Intacct integration and its capabilities in more detail then please use the form or call 01332 959008.

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