Salesforce and Sage Intacct, the natural choice for streamlining your business

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Finding one business management solution is hard enough, but finding two that work together harmoniously, like Salesforce and Sage Intacct, can seem like an impossible challenge. With over 20 years experience as a leading Sage Partner and also being a Salesforce Registered Consulting Partner, we are best placed to help you find the right accounting system for you.

Are you a Salesforce user looking for an integrated cloud accounting system?

Introducing Sage Intacct

This true cloud and SaaS solution, Sage Intacct is at the forefront of the cloud accounting. Although Sage Intacct is relatively new to the UK, being released in November 2019, it is a well-established product in the States and has been for 20 years!

As a true cloud solution, this intuitive, easy-to-use system enables your employees around the world to share data at the click of a button, giving you complete visibility and providing them with crucial data at their fingertips. Sage Intacct removes the need for expensive, demanding, and generally awkward infrastructure, reducing the drain on your money and resources.

Sage Intacct gives you the opportunity to create a bespoke dashboard depending on your industry, enabling you to focus on relevant KPIs.

Sage have created a bespoke integration with Sage Intacct which links directly with Salesforce to develop, maintain and support your business. Integrate Salesforce and Sage Intacct and benefit from total control and visibility with the ability to bring together data from anywhere.

With Sage Intacct, Finance Managers and CFOs can access integrated management and financial reporting across their business entities so they can focus on growth. This intuitive integration delivers the automation and controls around billing, accounting and reporting. As well as reducing errors the system enables you to stay audit-ready and focus on the more important aspects, like scaling your business.

Do you need an integration that can ensure a rapid return on your investment while empowering your management team to make more strategic business decisions?

Integrating Salesforce and Sage Intacct will connect your finance and sales teams, giving you the tools to fuel growth and accelerate revenue.

Create visibility
Sage Intacct provides tools that gather and display the unique data that drives your business success. Unlike systems that require coded scripts, Sage Intacct customisations are easily configured by the accounting team, so you don’t need any technical knowledge.

Customise daily workflows
With Sage Intacct you can create a variety of workflows for your different customer and vendor types and post separately to the general ledger. Sage Intacct’s custom transaction workflows handle that without the help of your IT team.

Extend functionality
Capture and summarise high volume transactions or tracking collections communications and link those back to accounts receivable. You can do this with customer applications that are built using Sage Intacct Platform Services.

Adapt processes to grow
Sage Intacct is built to grow with your business. Customisations and applications can be added to meet the needs of your growing company and evolving financial processes.

Connect with outside services
Open APIs (Application Programming Interfaces) and SDKs (Software Developer Kits) make integrations simple. Developers or business analysts can push data to Sage Intacct and even initiate integration actions from dashboards and application pages.

Seamless updates
Unlike other vendors, the customisations or integrations you build on Sage Intacct will continue to work through every update with reduced disruptions. 

How will linking my Salesforce system with Sage Intacct benefit my business?

Collaboration is a key feature in Salesforce and it allows you to improve productivity throughout your business with enterprise-level tools. The main benefits of integrating Salesforce with Sage Intacct are as follows:

  • Save time and reduce errors by eliminating duplicate data entry between finance and sales.
  • Increase sales effectiveness by providing greater visibility into the financial impact of their activities.
  • Increase accounting and finance productivity with automated workflows.

When a sale is completed in Salesforce, it automatically triggers invoicing, subscription billing, and revenue recognition in Sage Intacct creating a fully automated order-to-cash process. With Sage Intacct Project Accounting, gain the ability to create and track customer projects from Salesforce and drill down to individual project details.

Key Features:

Efficiency and collaboration
One-time data entry: Achieve greater accuracy and save time by eliminating the need to re-enter customer and order information.
Up-to-date shared data: Work with up-to-date and consistent product, pricing, and customer data from both Sage Intacct and Salesforce.
One-click quote conversion: Easily turn Salesforce quotes into Sage Intacct orders.
One-click project creation: Create projects and tasks from a Salesforce opportunity.
Project visibility: View projects and tasks that have been booked for an opportunity, and track project status from Salesforce.
Multi-location support: Tie Salesforce orders to the correct entities for accurate multi-entity financial management.
Salesforce Chatter integration: Allow sales and finance teams to easily communicate to help them clarify policies, resolve exceptions, and more by extending Salesforce Chatter to Sage Intacct users.

Sales Productivity
Automatic generation of renewal sales opportunities: Keep renewal sales on track by creating opportunities based on original contract terms and desired price adjustments.
Order visibility: Give sales teams access to order histories, inventory status, and fulfilment status from within Salesforce.

Finance Productivity
Automatic initiation of finance processing: Trigger invoicing and revenue recognition when an order from Salesforce is recorded.
Automatic order/billing/payment updates: Automatically update Salesforce with the latest information to reduce ad-hoc information requests from sales.
Account details synchronisation: Give the finance department visibility into account details from within Sage Intacct.
Email templates: Ensure better communications with built-in email templates that notify your sales reps and your customers about pending renewals.

What’s next?

With Salesforce and Sage Intacct you will gain access to tools that will improve productivity, fuel growth and accelerate revenue by linking with your financial system.

Along with the improved functionalities that comes with the integration you will have access to our talented and accredited product experts who will guide you throughout the process. We are very proud to have a dedicated and passionate support team who will be at your disposal and with a world class NPS (Net Promoter Score) It’s clear that our clients are happy with our services.

Together, Salesforce and Sage Intacct will provide a complete view of every customer, streamlined accounting workflows and a smarter quote-to-cash process. This powerful combination creates productive communication flows between your sales and financial management teams.

The Salesforce CRM and Sage Intacct Integration module brings together two leading solutions to automate and streamline your business, helping you become more productive and successful. Gain a full view of every customer, and save time with a streamlined, automated quote to cash process. Enhance communication, and focus on the most important aspects of your business.

Interested in integrating Salesforce with Sage Intacct? Contact our experts today on 0115 840 5075 or email