Sage Intacct Data Flow allows businesses to obtain crucial data more easily from their systems within Sage Intacct, without manually bringing it in with import files or costly API custom connections.

Key Benefits:
Connect the systems you use everyday, like CRM or project management, with your financial management system. No more data silos. No more jumping between systems.  Just accessible, cost-effective data integrations of everyday workflows.

Sage Intacct Data Flow offers seamless connectivity of different data systems for your business. Simplify processes and boost productivity with a cost-efficient data source integration solution.

1. Automate data flow across CRM, accounting, payroll and more.
2. Streamline workflows like billing, invoicing, and revenue tracking.
3. Save time and boost efficiency without costly third-party integrations.

Accessible, cost-effective data integration
Connect the SaaS applications you use daily like CRM or PSA with your financials, without costly development. With your systems connected, your business data syncs seamlessly. 

• Bring your own data source to gain deeper insights by connecting data silos.
• Easily create and maintain secure, reliable API connections without costly dev, consultants, or IT.
• Sage Intacct Data flow automates the extract, transform, and load process of your data.

Streamlined, automated, and user-friendly
Make data integration more accessible to your organization. Everyone stays up-to-date, no need for time-consuming data entry or jumping between your systems. 

• Schedule data flow on a cadence that fits your business needs.
• Flexibility for a broad range of data source types.
• Save time, reduce errors and provide a better experience for stakeholders.
• Save time and deliver accurate and up-to-date reports and analysis across your organization.

See a 360-degree view between finance and sales
With data seamlessly flowing between your systems, you get comprehensive view into operations and finances. For example, sales can see billing status while finance can access customer details with ease.

• Eliminate redundant data entry between your systems and your financial system.
• Sales and finance share a single source of truth to drive alignment and enhance insights.
• Gain comprehensive insights into your operational and financial data.

Pre-built integration with HubSpot
Does your team use HubSpot to manage customers, quotes, or orders? Sage Intacct Data Flow has a pre-built integration with HubSpot. Automatically synchronize data both ways to and from HubSpot CRM and Sage Intacct.

• Eliminate manual data re-entry and jumping between systems.
• Increase cash flow with shortened quote-to-cash cycles.
• Automatically trigger invoicing, ASC606 revenue recognition, and expense amortization.
• Faster, automated billing helps reduced DSO and improve cash flow.

Requirements:

Integrating with this application requires you to use the SenderID designated by Sage. By using this 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. Sage may prevent customers from integrating with this application under a different SenderID.

Price:
contact your account manager or request more info here

Integration Approved Countries:
Australia; Canada; South Africa; United Kingdom; United States