Sage offers powerful accounting solutions from Sage Business Cloud to Sage Intacct for larger enterprises. Our Sage integrations connect your financial data with CRM systems, inventory management, HR platforms, and operational tools. We handle the complexity of Sage's comprehensive API to deliver seamless data flow that matches the sophistication of your Sage implementation. From simple invoice syncing to complex multi-entity consolidations, we build integrations that scale with your business.
Sage's comprehensive API supports complex business scenarios. Multi-entity structures, intercompany transactions, and sophisticated approval workflows all integrate properly.
Our Sage integrations handle high transaction volumes and complex data structures. Built for growing businesses that need reliability at scale.
Beyond basic invoice sync, we integrate budgeting, forecasting, project accounting, and advanced GL coding. Your financial workflows become fully automated.
Connect Sage with your entire business ecosystem
Full bi-directional sync between Sage and Salesforce. Opportunities create quotes, won deals generate invoices, and payment status flows back to update sales records.
Connect Sage with your WMS or inventory system for real-time stock visibility. Purchase orders, goods receipts, and stock adjustments sync automatically.
Integrate employee data, timesheet approval, and payroll journal entries. HR changes flow to Sage for accurate cost center reporting.
Extract Sage financial data to data warehouses or BI tools. Build consolidated dashboards combining financial data with operational metrics.
Plus 100+ more systems - if you use it, we can integrate it with Sage
We securely connect Sage with your other business applications using official APIs and best practices.
Configure how data flows between systems - which fields map where, what triggers sync, and business rules.
Once configured, data flows automatically 24/7. Monitor with dashboards and alerts for complete peace of mind.
Here's how data flows between Sage and your connected systems:
┌─────────────────┐ ┌──────────────────┐ ┌─────────────────┐
│ Source ERP │ │ Integration │ │ Sage │
│ (Salesforce) │────▶│ Engine │────▶│ Intacct/50 │
└─────────────────┘ └──────────────────┘ └─────────────────┘
│ │ │
│ ▼ │
│ ┌──────────────────┐ │
│ │ Data Transform │ │
│ │ • Multi-entity │ │
│ │ • Dimensions │ │
│ │ • GL mapping │ │
│ └──────────────────┘ │
│ │ │
▼ ▼ ▼
┌─────────┐ ┌─────────────┐ ┌──────────┐
│ Opp Won │ │ Validation │ │ Invoice │
│ in CRM │ │ & Approval │ │ Created │
└─────────┘ └─────────────┘ └──────────┘
Example: Salesforce Opportunity → Sage Intacct Invoice
═══════════════════════════════════════════════════════
1. Sales rep closes deal in Salesforce
2. Opportunity stage changes to "Closed Won"
3. Integration receives webhook notification
4. Customer/entity matched in Sage by account number
5. Line items mapped with dimensions (dept, location, project)
6. Revenue recognition schedule determined
7. Invoice created via Sage Intacct Web Services API
8. Invoice number synced back to Salesforce opportunity| Source Field | Target Field | Notes |
|---|---|---|
| Salesforce.Account.Name | Customer.Name | Company name matching |
| Salesforce.Account.BillingAddress | Customer.BillTo | Full billing address |
| Salesforce.Opportunity.Amount | Invoice.TotalAmount | Deal value |
| Salesforce.Opportunity.CloseDate | Invoice.InvoiceDate | Transaction date |
| Salesforce.OpportunityLineItem.Product | Invoice.Line.ItemID | Product/service code |
| Salesforce.OpportunityLineItem.Quantity | Invoice.Line.Quantity | Quantity sold |
| Salesforce.OpportunityLineItem.UnitPrice | Invoice.Line.Price | Unit price |
| Salesforce.Opportunity.Department__c | Invoice.Line.DepartmentID | Dimension mapping |
| Salesforce.Opportunity.Location__c | Invoice.Line.LocationID | Entity/location |
| Salesforce.Opportunity.Project__c | Invoice.Line.ProjectID | Project tracking |
Sample data structure when syncing from Sage:
// Sage Intacct - Create AR Invoice (Web Services XML)
<?xml version="1.0" encoding="UTF-8"?>
<request>
<control>
<senderid>clever_ops</senderid>
<password>****</password>
<controlid>inv-2024-001</controlid>
</control>
<operation>
<authentication>
<sessionid>session-abc123</sessionid>
</authentication>
<content>
<function controlid="create_invoice">
<create_arinvoice>
<customerid>CUST-001</customerid>
<datecreated>
<year>2024</year>
<month>01</month>
<day>15</day>
</datecreated>
<termname>Net 30</termname>
<invoiceitems>
<lineitem>
<glaccountno>4000</glaccountno>
<amount>15000.00</amount>
<memo>Enterprise Software License - Annual</memo>
<locationid>AUS</locationid>
<departmentid>SALES</departmentid>
<projectid>PROJ-2024-001</projectid>
</lineitem>
<lineitem>
<glaccountno>4100</glaccountno>
<amount>3000.00</amount>
<memo>Implementation Services</memo>
<locationid>AUS</locationid>
<departmentid>SERVICES</departmentid>
</lineitem>
</invoiceitems>
</create_arinvoice>
</function>
</content>
</operation>
</request>
// Sage Intacct - Response
{
"operation": {
"result": {
"status": "success",
"function": "create_arinvoice",
"controlid": "create_invoice",
"data": {
"arinvoice": {
"RECORDNO": "12345",
"RECORDID": "INV-2024-0001"
}
}
}
}
}Beyond system-to-system connections, we build custom AI solutions and interfaces powered by Sage data.
AI analyzes transaction descriptions and patterns to suggest correct GL account codes, dimensions, and cost centers. Learns from manual corrections to improve accuracy over time.
Machine learning identifies transactions that deviate from normal patterns - unusual amounts, unexpected accounts, timing anomalies. Flags potential errors or fraud before posting.
AI matches bank transactions to Sage entries using fuzzy matching on amounts, dates, and descriptions. Significantly reduces manual reconciliation effort.
Analyzes historical AR/AP patterns and payment behaviors to forecast cash positions. Integrates with Salesforce pipeline for revenue predictions.
Before starting your Sage integration, ensure you have:
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