Sage Intacct and Salesforce Integration

The Sage Intacct and Salesforce integration gives you a complete view of every customer, streamlined accounting workflows, and a smarter quote-to-cash process.

The best-of-breed cloud solution for connecting finance and sales

Sage Intacct offers pre-built integration with Salesforce to give you a best-in-class financial management platform with the best-in-class Salesforce cloud CRM platform. This delivers a seamless integration and alignment to improve productivity, fuel growth, and accelerate revenue.

The powerful combination of Sage Intacct and Salesforce also creates productive communication between the department that makes the numbers and the department that manages them.

Are you interested in the Sage Intacct and Salesforce Integration want to learn more? Call us today on 0115 840 5075 or email

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Save time

Save time and reduce errors by eliminating duplicate data entry between finance and sales.

Greater visibility

Increase sales effectiveness by providing greater visibility into the financial impact of their activities.

Increase productivity

Increase accounting and finance productivity with automated workflows.

To find out how our software experts can help give you complete control over your business, call us today on 0115 840 5075 or email

Point-and-click integration

It’s easy to integrate Salesforce with the Sage Intacct financial management platform. That’s because our CRM integration was prebuilt on the Salesforce platform. You won’t need expensive third-party integration, IT support, or custom consulting. With the Sage Intacct cloud financial management platform, you just point, click, and connect.

No more blind spots with Salesforce integration

Help your sales teams turn opportunities into orders with a single click or verify pricing in real-time – all from within your Salesforce CRM solution. With Sage Intacct Collaborate, your sales reps and managers can easily communicate with finance using Salesforce Chatter – embedded within Sage Intacct – to easily expedite approvals, discuss and resolve exceptions to order management processes, and clarify accounting policies.

LW Cole Appliances logo

L.W.Cole Sage intacct success story

“What would have typically taken four days we’ve now reduced to one day for month end.”

Mike Newton, Finance Director, L W Cole

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What’s next?

One of our consultants will host an exploratory phone conversation with you to discover the right solution for you and to build an understanding of your business. You will also be invited see a demonstration of the system focusing on the elements that are important to your business. All of our demonstrations are uniquely tailored to you and your business so we won’t waste your time with features that have no relevance to your procedures.

Our team will ensure it’s configured to complement and streamline your existing processes, importing relevant data and making sure your teams are trained to a high level. Our award-winning support team will always be on hand to help with any issues you may face.

Get in touch…

Call us on 0115 840 5075

Our Accreditations

Sage Gold Developer Partner
Salesforce Registered Consulting Partner
Act Diamond Certified Consultant
Sage Platinum Partner