Sage Intacct + Embat:
A Powerful Duo for Real-Time Treasury Control

A Fully Integrated Treasury & Finance Stack for SAGE

Embat is the intelligent treasury management platform built to help finance teams grow and protect cash across every entity, bank, and currency.
Embat connect your company to over 15,000 banks, automated reconciliation, payments, and cash forecasting into a single platform that connects natively to Sage, removing the manual work that slows down treasury and accounting teams.
Powered by TellMe, Embat's AI agent that executes inside treasury processes, finance leaders at mid-market companies use Embat to close treasury faster, forecast with confidence, and run global cash operations without spreadsheets or fragmented tools

Key Benefits:

The integration supports multi-entity structures, multi-currency operations, custom Sage dimensions, and TellMe's intelligent categorization, so every transaction lands in Sage already coded correctly.

• Automate bank reconciliation against Sage: Embat ingests transactions from 100+ banks via direct API connections and matches them automatically against Sage entries. TellMe learns from your historical matches and proposes the correct reconciliation, so manual matching drops to exception handling only.
• Native multi-entity and multi-currency support: Manage unlimited subsidiaries, intercompany flows, and currency conversions in Embat and sync each entity to its corresponding Sage instance or dimension. No more consolidating spreadsheets across countries.
• Intelligent transaction categorization with TellMe: TellMe categorizes incoming bank transactions based on counterparty, concept, and historical patterns, then posts them to Sage with the correct account, cost center, and analytical dimension. Rules are learned, not hard-coded.
• Real-time cash position synced with Sage data: Pull AR and AP balances from Sage and combine them with live bank data in Embat to produce an accurate cash position by entity, bank, and currency, updated continuously throughout the day.
• Cash flow forecasting powered by Sage data: Embat builds 13-week and 12-month forecasts using real Sage AR/AP, recurring flows, and TellMe pattern detection. Forecasts update automatically as new invoices and payments enter Sage.
• Centralized payments execution with Sage sync: Initiate and approve SEPA, SWIFT, and domestic payments from Embat with full audit trail, then push the corresponding journal entries back to Sage automatically. Custom approval flows by amount, entity, and payment type.
• Global Payments: a single global bank account, natively integrated with Sage: Open and operate a unified account across geographies and currencies, with every movement, FX conversion, and intercompany flow posting directly into Sage with the right dimensions.
• Custom field and dimension support: Embat reads your Sage chart of accounts, analytical dimensions, and custom fields, so coding rules in Embat respect every level of granularity your accounting team requires.
• Audit-ready trail for every movement: Every reconciliation, payment, and journal entry posted to Sage carries full traceability inside Embat, including approver, timestamp, supporting document, and TellMe's reasoning when AI-assisted.

Requirements:

Price:
Multiple plans available based on entity count, transaction volume, and modules activated. Contact us.

Integration Approved Countries:
United Kingdom