• Aimsio

    Connect the Field with Finance

  • 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!

    Connect your Aimsio and Sage Intacct accounts

    Step 2: Test it out

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

    Access Sage Intacct within Aimsio using the 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

    Import data such as Customers, Vendors, Employees, Projects, and Items from Sage Intacct


    Step 4. Schedule your future imports

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

    Schedule your data to be imported in the future


    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”.

    Push your invoices to Sage Intacct


    Step 6. View everything in Sage Intacct

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

    System Requirements:
    To enable this integration, a Sage Intacct Construction Subscription IS required.

    However, Sage Intacct users are not required to purchase their own Sender ID via the Sage Intacct Web Services - Developer License.

    Price:
    subscription

    Integration Approved Countries:
    United States;

    About:

    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

     

    Offline Capabilities
    To use Aimsio, all you need is at least one person in the field with an iOS or Android device and at least one person in the office with a computer and access to the internet. The person in the field does not need to be connected to internet; Aimsio is meant for teams working on job sites where wifi or service is unavailable. The Aimsio app will run offline so that data can still be captured.

    Keep your Data Secure
    With Aimsio you get secure, cloud-based storage and peace of mind knowing your data is safe.

    All Available Features

    • Unlimited Users
    • Field Tickets
    • Timesheets
    • Jobs
    • Unlimited Price Books
    • Access Management
    • CSV Exports
    • Client eSignature Approval
    • Flexi-Forms
    • Branded Headers
    • Non-Recurring Billables
    • Tasks
    • Timesheet Automation
    • Time and Material Estimates
    • Resource Costing
    • Purchase Orders
    • Job Performance Reporting
    • WBS Phase Management
    • Cost and Actual per WBS
    • Budget and Contract Values per WBS
    • Change Orders
    • RFI


    Phone: (888) 850-0059
    Website: https://aimsio.com/integration/sage-intacct-integration/
    Year Founded: 2013
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