• 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:
    To enable the integration, Sage Intacct users are NOT required to purchase: Sage Intacct Web Services - Developer License

    Basic Integration Included in Core Subscription

    Integration Approved Countries:
    United States;

    Protech, a Microsoft Solutions 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. 

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