With Sage Intacct software integration, you can now fully automate all of your accounting processes – from simple to complex.
Our team has extensive experience developing custom applications and integrations between systems. Based in Boulder, Colorado, we are a small team that is focused on automation and enhancing the customer journey.
EASY SYSTEM INTEGRATION
- Accounting software integrations
- eCommerce integration
- Automatically send invoices
- Automatic currency conversions
- Create custom daily reports
We’re able to work with external systems, using API integration, CSV files or database connection and can do the following:
- eCommerce integration – posting to Sage Intacct, including sending over AR invoices.
- Automatically sending in AR and AP invoices from an external system into Sage Intacct
- Bringing in documents (i.e. PDF or other files) and adding them to specific invoices within Sage Intacct.
- Recognizing complex revenue recognition schedules, based on rules.
- Building in cost of goods sold recognition
- Adding in new customers, ship to and bill to information
- Finding items that have been marked as “paid” in the Sage Intacct system and sending them to external systems to keep things synchronized.
- Building chargelines for AR and AP invoices, and associating them to the correct GL accounts.
- Creating customized daily email reports that show AR and AP volume, Sage Intacct errors, and items that are missing from the system.
- Creating an auditable system that is fault-tolerant and allows for detailed record keeping and auditing.
- Handling currency conversion for AR and AP invoices
HOW WE WORK
Our team has extensive experience developing custom applications and integrations between systems. We’re based in Boulder, Colorado, and are a small team that is focused on automation and enhancing the customer experience.
- Understand your needs. We will work with you to understand your Sage Intacct integration requirements
- Data migration. We’ll help identify what data needs to be pushed to Sage Intacct, and where we are getting the data from.
- Understand your data. We’ll help figure out where data from Sage Intacct needs to be sent (i.e. back to another application, so that things like AP or AR invoices that have been paid can be marked properly)
- We’ll take care of errors. We’ll set up a fault-tolerant data warehouse that will handle the inbound, outbound and error handling for the Sage Intacct integration.
- Create custom daily reports. We’ll work with you to create daily reports showing the number of AR and AP invoices, including in different currencies, and list errors and other information on this daily report..
- Custom error reporting. We’ll work with you to create custom error reporting, so that if there’s an issue with a transaction (i.e. a missing customer or you’re trying to recognize revenue on a closed invoice), the system will alert you and allow you to fix it and re-queue it.
- Flexible pricing. We work on an hourly basis, and are happy to review existing integrations as well.
ARE YOU READY TO AUTOMATE YOUR ACCOUNTING SYSTEM?
Enter your name and email address for a free consultation to help you integrate your accounting software system.
We’ve worked with the following systems to integrate with Sage Intacct:
MAGENTO
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WORDPRESS
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SHOPIFY
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CARGOWISE
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API INTEGRATIONS
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XML FEEDS
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CSV/EXCEL DATA FILES
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FTP/sFTP/SSH FILES
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EDI INTEGRATION
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AS2 INTEGRATION
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WE’VE BUILT SAGE INTACCT INTEGRATIONS THAT ALLOW
AUTOMATIC INVOICING
Pull in Accounts Receivable (AR) and Accounts Payable (AP) invoices automatically (i.e. every 10 minutes) from an external system to sage intacct
REACH OUT TO EXTERNAL SYSTEMS
Reach out to external systems to see if anything is ready to be invoiced or pulled in
SAVE TIME WITH AUTOMATED TRANSACTIONS
Automate transactions that normally take 20-40 hours a week in manual processing
AFFORDABLE PRICING
Our affordable hourly rates combined with no long-term contracts, will have you wishing you had contacted us sooner. Get in touch for a free consultation to learn how we can integrate your accounting software system.
We’ve worked in the following industries for integration:
12,600
PROJECTS
246,478
DEVELOPMENT HOURS
249 Million
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LATEST FROM OUR BLOG…
Design Rush Partnership
Customer Paradigm is excited to be a part of the Design Rush platform: https://www.designrush.com/agency/profile/customer-paradigm
read moreSage Intacct: How to Back Date AP and AR invoices via API
How do you back date AR or AP invoices in Sage Intacct? One question that comes up often - how do you back-date an invoice that you are sending into Sage Intacct? Let's say you have an external system and you're billing things out today (April 10, 2024) but you want...
read moreRevenue Recognition via API for Sage Intacct Journal Entries
One of the more common questions I'm asked about is how to handle revenue recognition in Sage Intacct. I'm Jeff Finkelstein, founder of Customer Paradigm in Boulder, Colorado. We've been doing quite a bit of Sage Intacct integration recently, and I wanted to create a...
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