Aimsio + Sage Intacct is a powerful duo guaranteed to accelerate your billing process - making getting paid quicker and easier.

Are you struggling to keep master data accurate and invoices error-free? Or maybe you just want a simple solution for capturing billable hours, materials, and costs to reduce the amount of data entry required by your team.

Aimsio lets you plan projects, dispatch resources, and capture activities digitally from any device. It's an end-to-end operations solutions that connects the Field with Finance. When combined with Sage Intacct, you get real-time insights, unrestricted data, and seamless processes.

Key Benefits:

1. No More Double Data Entry

Enter Customers, Vendors, Employees, Projects, and items into Sage Intacct and easily import them into Aimsio. No more hopping around from multiple systems to enter the same data.

2. Accurate Master Data

Ensure your data is accurate by eliminating potential errors caused by data entry. Enter your data once and reap the rewards across both platforms.

3. Error-Free Invoices

Bill your customers quicker by sending accurate invoices individually or in bulk. No more back and forth with your customers. Send your accurate invoices and get paid the first time.

How Does it Work?

Step 1: Connect to your Sage Intacct account

Provide your Sage Intacct Web Services sender ID and password to us. Then create a special user for Aimsio in your Sage Intacct environment. We’ll handle the rest!

Step 2: Test it out

Once connected, you’ll have access under the Integrations page on Aimsio’s sidebar.

Step 3. Import data from Sage Intacct

You’ll be able to import the following fields from Sage Intacct into Aimsio:

• Customers
• Vendors
• Employees
• Projects
• Items

Step 4. Schedule your future imports

Schedule the above data to be automatically imported every morning or to be triggered manually.

Step 5. Push invoices to Sage Intacct

In Aimsio, select all of the invoices you want to export, right-click, and select “Push to Sage Intacct”. Once your invoices have been successfully sent to Sage Intacct, you’ll see their status change to “Exported”.

Step 6. View everything in Sage Intacct

Find everything you just pushed back to Sage Intacct by logging into your account.

What is Aimsio
Aimsio is a software used by companies who dispatch resources (either crew or equipment) to job sites, and who need to easily record time and material usage while on those job sites. In other words, Aimsio is a Field Management Software or an Operations Software. In order to effectively connect the Field with Finance, Aimsio is used to do many things such as:

• Fill out timesheets
• Fill out field tickets
• Create and track LEMs
• Report on any of the above

System Requirements:
To enable this integration, utilize the Marketplace Partner's Sender ID. Sage users won't need to purchase their own Sender ID (Sage Intacct Web Services - Developer License) for this application.

Price:
subscription

Integration Approved Countries:
United States;