Intacct Marketplace

Rocketlane PSA

Rocketlane for Sage Intacct: Approve once, sync everywhere

By: Rocketlane
Request information

Automatically create an invoice in Sage Intacct whenever an invoice is updated to "APPROVED" in Rocketlane and update the corresponding Sage Invoice ID in Rocketlane.

Key Benefits:
Invoice Sync: Automatically syncs approved invoices from Rocketlane to Sage Intacct.
Customer Sync: Automatically syncs new or updated customers from Sage Intacct to Rocketlane, and updates Sage Intacct with Rocketlane’s Account ID.

1.    Faster Time-to-Value (TTV) with Connected Operations

  • Rocketlane accelerates project delivery and onboarding timelines.
  • When integrated with Sage Intacct, financial processes such as billing, revenue recognition, and cost tracking are synced in real-time, eliminating delays between services and finance.
2.    Unified View of Project and Financial Performance
  •  Customers gain a 360° view of project health, time logged, budgets vs. actuals, and profitability directly within their Intacct workflows.
  •  Enables data-driven decisions across services, delivery, and finance.
3.    Automated Timesheets and Accurate Billing
  • Time tracked in Rocketlane flows into Sage Intacct for precise billing, invoicing, and revenue recognition, ensuring clients never miss billable hours or incur reporting errors.
4.    Improved Forecasting and Resource Planning
  • Rocketlane’s resource capacity planning syncs with Intacct’s financial modules to provide better visibility into cost projections and workforce utilization.
  • Finance and delivery teams stay aligned on resourcing and budgeting.
5.    Enhanced Governance and Audit Readiness
  • Rocketlane offers governance tools (e.g., health alerts, project checklists, CSAT tracking), while Intacct handles audit trails and compliance.
  • This integration reduces risk and improves trust with internal stakeholders and clients.

Requirements:

Integrating with this application requires you to use the tech partner’s SenderID. By using the tech partner’s SenderID, you do not need to buy a web services developer license from Sage and your API usage will not count towards your API performance tier. 

This integration also requires Platform Services enable webhooks.

Price:
Tierd Subscription

Integration Approved Countries:
United States

About:
Rocketlane is an AI-powered PSA and delivery platform purpose-built for services teams that brings together every piece of your services business: projects, time tracking, finances, workforce management, and client collaboration. Instead of switching between disconnected tools, you’ll have one source of truth, helping you focus on delivering excellence and growing your business. With real-time visibility into delivery health, margins, and utilization, Rocketlane helps you scale operations, improve profitability, and deliver consistent client outcomes. 


Phone:
Website: https://www.rocketlane.com/
Year Founded:

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