Key Benefits:
Salesforce integration with Sage Intacct gives you seamless order and sales workflow to deliver the best possible customer experience to your clients.
https://www.sage.com/en-us/sage-business-cloud/intacct/product-capabilities/platform/salesforce-integration/
 

Scale and streamline your business processes from end to end

Sage Intacct connects sales, revenue operations, and finance from the initial transaction through reporting, forecasting, and billing to:

• Eliminate data re-entry and inaccuracies that delay downstream approvals, billing, and reporting.

• Allow finance department to get real-time visibility to customer and transaction data.

• Enable sales department and revenue operations to efficiently and accurately serve customers with access to transaction status, billing, and payments.

• Provide a shared system of record so everyone can trust the numbers. 

Salesforce Chatter collaboration

When integrated, the Salesforce Chatter feed is embedded directly inside Sage Intacct so you can collaborate within the context of related transactions in both platforms.

Focus on your business, not your integration

Our Salesforce integration solution is built and supported by Sage Intacct based on experience from working with hundreds of customers.

• Configure your integration—no scripting or third-party services necessary.

• Set up users and security with ease.

• Stay up to date with the latest Sage Intacct innovations with seamless upgrades.

• Use with Salesforce Classic and Lightning.

Fully automate your order-to-cash process.
Send Salesforce contracts, orders, and projects into Sage Intacct with a single click, automatically on save, or in batch.
No more rekeying Salesforce data into your accounting solution.
Automatically trigger invoicing and revenue recognition from the contract, order, or project to get invoices out in minutes, not days.
More timely, accurate billing helps reduce days sales outstanding, bringing cash to your business sooner.

Streamline communication and collaboration Sales works in Salesforce—pricing, billing and payments are easily visible. Accounting works in Sage Intacct. Everyone stays up to date—without time-consuming rekeying of information, phone calls or emails, or jumping between systems.

Salesforce Chatter, embedded right inside Sage Intacct, enables your sales and finance teams to communicate efficiently with each other. You can work together to expedite approvals, clarify policies, resolve exceptions, and more. Since all communication is stored in both Salesforce and your financial solution, you don’t need to search through emails to find the history.
 

System Requirements:
To enable the integration, Sage Intacct users are NOT required to purchase: Sage Intacct Web Services - Developer License

Price:
Contact your Account or Partner Manager

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