Rocketlane PSA

Rocketlane for Sage Intacct: Approve once, sync everywhere

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 the all-in-one agentic PSA that runs services delivery end to end. Most services teams run the front office and the back office in separate systems, then reconcile them by hand. Rocketlane puts projects, resourcing, time, project accounting, billing, and customer collaboration in one place — and because it owns both halves, its agents can do more than report on the work. They plan projects from the SOW, validate every time entry at the source, flag risk before it escalates, and execute billable work like data migration and environment setup. Over 800 companies, including 20 of the Forbes Cloud 100, run delivery on Rocketlane.


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