Protech’s Sage Intacct integration seamlessly connects front- and back-office accounting operations and ensures accurate, streamlined financial management between Alliance by Protech and the Sage Intacct accounting system. Included are daily, weekly and monthly financial reconciliation reports for deposits, general ledger entries, revenue and more.
The integration offers: • Secure, single sign-on (SSO) across integrated systems • A single, POS checkout for membership renewals and dues payments • Membership-specific installment schedules for automatic invoice processing • Automated General Ledger posting • Secure, PCI-compliant credit card, check, cash and gift certificate payment processing • Real-time payment authorization and the ability to process voids and credits
Using batch management controls and automated processes, reconciliation between the systems is simple. A General Journal entry and Batch are created in Sage Intacct, including the Batch ID, Batch Date, Batch Name and the summary of debits and credits for each Chart of Account number. Controls are put in place to confirm accuracy of the transactions before posting to Sage Intacct.
By integrating the Alliance by Protech Association Management Software with Sage Intacct, member-based organizations can ensure accurate, streamlined financials with the following benefits:
Sage Intacct Web Services
Basic Integration Included in Core Subscription
Integration Approved Countries:
Protech, a Microsoft Gold Partner and Sage Partner, is the leading Microsoft-based association platform. Protech is the first and only enterprise Association Management Platform vendor listed on the Sage Intacct Marketplace.
By combining the world-class Dynamics 365 platform with member-focused features, Protech helps member-based organizations achieve their missions by streamlining operations, empowering employees, engaging members, and making better decisions.
The robust, easy-to-use platform brings your association data, insights, and tools together in one place to help you deliver remarkable member experiences.