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
Protech Associates (Protech) is a Microsoft Gold Partner that delivers the most powerful association management software (AMS) built specifically for Microsoft Dynamics® 365 and the Microsoft ecosystem. The company’s robust, easy-to-use platform, Alliance by Protech. Protech’s AMS is a familiar, intuitive, secure and extendable solution that enables association leadership to streamline operations, empower employees, engage members and make data-driven, intelligent decisions.
Alliance by Protech delivers an integrated suite of member database, financial, e-commerce and analytics tools that can help your organization identify, nurture and strengthen valuable member relationships.