Sage Intacct + Salesforce Integration

Integration Solution

The Sage Intacct to Salesforce Integration enables a seamless quote-to-cash process with automatic invoicing and revenue recognition once a sale is completed in Salesforce. Sage Intacct’s Project Accounting module can track customer projects with individual project drill-down capabilities.

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Benefits

Automation

Eliminate manual data re-entry between sales and finance teams to reduce errors and save time and automate workflows, like order-to-cash, to improve your finance team’s productivity

Transparency

Enhance visibility into financial impacts of sales team initiatives

Real-Time Data

Access real-time data in both systems with a simple quote-to-order process and verified pricing

Flexibility

Run the Sage Intacct to Salesforce Integration on demand or on a schedule

Features

Eliminate manual file transfers, return to high-value strategic work and maximize productivity.

Implement quickly by using proven software that is flexible enough for any situation.

Access the Armanino integration ecosystem to accommodate your full business technology needs.

Reduce risk and your IT burden with year-round hosting, monitoring tools and support.

Custom Integration

Make sure you have a solution that fits your needs. Start with our needs assessment to identify the appropriate Salesforce to Sage Intacct data connections. Our implementation experts will then work with you to integrate your solutions and start delivering the maximum ROI.

Armanino’s cloud integration solutions offer near limitless connection options. Our industry expertise and experienced team of finance professionals allows us to create commercialized point-to-point solutions and enable unique proprietary and industry-specific integration ecosystems. We have a dedicated team of integration consultants and developers who have completed more than 400 projects. With nearly 100 different system connections, our primary focus is on our clients’ holistic needs rather than the specific systems in place.

Sage Intacct - Salesforce Integration Pack Demo

Testimonials

Since we are a SaaS company, deferred revenue is a huge part of our accounting processes. Performing all the deferred revenue processes in Excel was manageable at first, but we recognized quickly that we were going to be limited as we grew.

Nancy Rizkallah

VP of Finance, Threekit