Drive growth and operational efficiency by connecting your financial, CRM, and time and billing apps
Cash flow and profitability by placement, region, sector or consultant are key concerns for every recruitment business. When time and billing data is integrated with Sage Intacct and your CRM, the invoicing process is accelerated and profitability analyses are streamlined and more accurate.
That's where Saltbox comes in.
Saltbox Integration Platform connects Sage Intacct with the business systems you rely on most including RSM InTime, BullHorn, Avionté, and Itris. Saltbox eliminates data silos and automates manual processes unlocking new levels of operational efficiency and cost savings.
Vision33's full- service approach to integration includes designing, building, managing, and maintaining your integrations. Our experts will optimize workflow performance and ensure continuity of service, freeing you to focus on what you do best—grow your business—all for a single, monthly fee.
Key Benefits:
Here are some common workflows
RSM InTime -> Sage Intacct Workflows
Create self-billing/ contractor AP invoices in Sage Intacct when an AP invoice is generated in RSM InTime.
Create client billing/ AR invoice(s) in Sage Intacct when an AR invoice is generated in RSM InTime.
Create / modify client account(s) in Sage Intacct when a client is created or modified in RSM InTime.
Create / modify contractor(s) in Sage Intacct when a contractor record is created or modified in RSM InTime.
Create / modify projects in Sage Intacct when a placement is created or modified in RSM InTime.
Create payments in Sage Intacct when a payment is created in RSM InTime.
BullHorn <-> Sage Intacct Workflows
Create / modify AR Customer(s) in Sage Intacct when a Company record is created or modified in BullHorn.
Create / modify draft AR invoices in Sage Intacct when new billable charges are created in BullHorn.
Create / modify contractor(s) in Sage Intacct when a contractor is created or modified in BullHorn.
Create / modify client(s) and contact(s) in Sage Intacct when a client or contact is created or modified in BullHorn.
Create client billing/ AR invoice(s) in Sage Intacct when new AR invoice statements are created in Bullhorn.
Create self-billing/ contractor AP invoices in Sage Intacct when new AP invoices are created in BullHorn.
Create invoice payment(s) in BullHorn when AR/Cash Receipts are created in Sage Intacct.
Custom Integrations
No two companies have the same business requirements. We have the expertise and working knowledge to build any integration or workflow that you need.
Benefits of Saltbox
By integrating business applications and data sets with Satlbox, you’ll discover unprecedented operational efficiency and achieve end-to-end visibility into your business.
Create a single source of truth: Sync vital data between business apps like Sage Intacct, RSM InTime, and Bullhorn for 360-degree visibility into your business’s financial and operational health
Drive operational efficiency and boost productivity: Automate processes and repetitive tasks, like data entry, so you can focus on strategic initiatives and get more done
Make better decisions: Build a more reliable data set to eliminate error-prone processes and make better decisions
Accelerate digital transformation: Leverage automation to reduce operating costs and streamline critical processes like data analysis, order fulfillment, and billing
Prevent operational disruption: Let the integration experts manage your integrations to ensure workflows perform optimally
Improve cash flow: Automate and accelerate billing and payment cycles
Requirements:
Price:
Platform and workflow subscription
Integration Approved Countries:
Canada; United Kingdom; United States
About:
For over 25 years, Vision33 has transformed business processes for customers by delivering value through the promise of technology and its benefits for growing businesses.
As a trusted Sage Intacct partner and Sage Platinum Club winner with hundreds of successful Sage Intacct implementations, we love helping organizations embrace the power of cloud financials.
Vision33 knows Sage Intacct inside and out. Unmatched product expertise is accompanied by exclusive integration and automation solutions that equip us to address a diverse range of business requirements, making us the best long-term partner for your success.
With a global team of certified consultants, Vision33 supports you well beyond go-live with dedicated service excellence, customer success, and world-class support departments.
Ready to transform your accounting frustrations into mission success and strategic growth?