Purchase Orders, Approvals and AP Automation for Sage Intacct

ProcureDesk adds purchase requests, approvals, purchase orders, receiving, AP automation, payments, and company cards to Sage Intacct. Employees outside finance submit requests in ProcureDesk, and we check each request against your Sage Intacct dimension budgets before approval. Approved POs and PO-matched bills sync to Sage Intacct with GL accounts and dimensions applied. Requesters and approvers don't need Sage Intacct licenses.

Your general ledger, vendors, dimensions, entities, and posted bills stay in Sage Intacct, and you can keep paying bills there as you do today, with payment status synced back to ProcureDesk.

Already using the Sage Intacct Purchasing module or Sage AP Automation?
ProcureDesk is a fit when:

• Employees outside finance won't use Sage Intacct to request purchases
• You buy goods and services that don't have an item record in Sage Intacct
• You want requests, POs, invoices, supplier portal, mobile receiving, payments, and cards in one workflow
• You want punchout catalogs from 200+ vendors without maintaining them yourself

Results from Sage Intacct customers

• Aeon: Cleared a 200-invoice approval backlog across more than 50 entities.
• Metabolon (life sciences, 200+ employees): Month-end close went from 5 to 6 days to 3 to 4 days.

Setup: Connecting to Sage Intacct takes under 30 minutes of IT time. Go-live is typically 2 to 4 weeks for a single entity and 6 to 8 weeks for five or more. Our team handles setup, data import and approval workflows, with 30 days of post-launch support. ProcureDesk is SOC 2 compliant and doesn't store your Sage Intacct credentials.

Key Benefits:

Budget control on Sage Intacct dimensions

• Dimension-level budgets: Check requests against budgets by department, project, location or any custom dimension.
• Committed spend: Approved POs count against the budget before the invoice posts.

Purchase requests and purchase orders

• One request form for goods, services, blanket orders, travel and quotes.
• No item master required: Request items without creating a Sage Intacct item record for each one.
• Punchout catalogs: Shop 200+ vendor catalogs from the request form.
• Approval workflows: Multi-level routing by amount, department, category, dimension and entity.
• Purchase order workflow: Approved requests become POs, go to the vendor and are tracked to receipt.

AP automation for Sage Intacct

• Invoice capture: Invoices from email or the supplier portal are read automatically.
• Three-way matching: Quantity, price, GL code and vendor are checked against the PO and receipt, with configurable tolerances.
• AI review: Suggests GL coding and dimensions and flags exceptions before the bill reaches Sage Intacct.

Mobile app

• Approve requests, record receipts and create goods receipt notes from your phone.

Payments and cards

• Pay approved bills by ACH, check or virtual card from ProcureDesk, or keep paying in Sage Intacct.
• Issue virtual and physical cards with limits tied to your budgets and approvals.

Sage Intacct integration

• Direct API sync: Two-way sync through the Sage Intacct Web Services API, with no middleware.
• Synced from Sage Intacct: Vendors (with payment terms, 1099 settings and entity assignments), expense GL accounts, items, dimensions, locations and entities.
• Synced to Sage Intacct: Approved POs and coded bills in 2 to 3 seconds.
• Multi-entity Sage Intacct: Each request routes to its own entity's approvers and budget, on all Sage Intacct editions.

Requirements:

Price:
Annual Subscription

Integration Approved Countries:
United States