• Sage Intacct Integration for Seamless Financial Management with Protech AMS

    Ensures accurate, streamlined financial management with Sage Intacct.

  • 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.

    Key Benefits:
    By integrating the Alliance by Protech Association Management Software with Sage Intacct, member-based organizations can ensure accurate, streamlined financials with the following benefits:

    • Automation of invoice processing, reporting and posting to the General Ledger
    • Elimination of data redundancy and duplication of effort 
    • A clear audit trail of all financial transactions and support annual audits
    • Timely and accurate financials, even with complex financial structures
    • Financial reconciliation between systems with a clear view of member-specific and organization-wide financial information
    This seamless integration saves time and money, increases productivity, streamlines operations and improves the quality of the organization’s financials.

    System Requirements:
    Sage Intacct Web Services

    Basic Integration Included in Core Subscription

    Integration Approved Countries:
    United States;

    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.

    Phone: (800) 310-8813 Option: 3
    Website: http://www.protechassociates.com
    Year Founded: 1984
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