For businesses today, the ability to access accurate, real-time data is crucial for making informed decisions. Yet, managing data across various platforms can be a daunting task, often leading to inefficiencies and errors. This is where Sage Intacct’s open API (Application Programming Interface) comes into play, offering businesses a single source of truth for financial and operational data. 

Sage Intacct’s open API structure facilitates seamless integration between the platform and various third-party applications, enhancing collaboration across the entire business. By consolidating data from disparate systems into one cohesive platform, organizations gain unprecedented visibility and control over their operations. 

Let’s explore some key integrations of Sage Intacct’s open API ecosystem and uncover the benefits of a unified platform. 

Leverage an Ecosystem of Integrated Solutions

Sage Intacct Web Services stands as the cornerstone of integration solutions, providing businesses with a comprehensive suite of functionalities to maximize the potential of their financial management system. It offers a wide array of over 300 supported API methods, ensuring unparalleled flexibility and versatility for integration. Additionally, businesses can enjoy complete access to both standard and custom objects and fields within Sage Intacct. With comprehensive data manipulation capabilities, robust security measures, and efficient development tools, Sage Intacct empowers businesses to streamline operations and enhance efficiency. 

Sage Intacct’s Marketplace highlights the direct integrations built by Marketplace partners, leveraging Web Services to seamlessly connect their solutions to Sage Intacct’s platform. Discover the integration possibilities here.  

Sage Intacct Payroll Powered by ADP

Sage Intacct Payroll Powered by ADP seamlessly integrates Sage Intacct’s financial management solution with ADP’s payroll processing platform, offering a simplified payroll administration experience. This integration automates the synchronization of employee data, timesheets, and payroll transactions between the two systems, eliminating manual entry and reducing errors.  

Key capabilities include:

General Ledger Data: Syncing journal entries from ADP Workforce Now General Ledger Interface into Sage Intacct General Ledger.

Employee Data: Syncing changes to employees in ADP Workforce Now into Sage Intacct Contact & Employee Fields.

Expense Reimbursement: Syncing expense reports from Sage Intacct Time & Expense into ADP Workforce Now. Recording reimbursement of those expense reports in ADP Workforce Now and syncing that reimbursement information into Sage Intacct Time & Expense.

Inbound Time: Syncing timesheet data from Sage Intacct Time & Expense into ADP Workforce Now Time & Attendance.  

Outbound Time: Syncing timecard data from ADP Workforce Now Time & Attendance into Sage Intacct Time & Expense Timesheets.

Sage Intacct’s Open API, open API integrations

Sage Intacct Advanced CRM Integration 

Effective customer relationship management (CRM) is essential for businesses looking to build and maintain strong relationships with their clients. Sage Intacct’s Advanced CRM Integration allows businesses to seamlessly connect their Salesforce with Sage Intacct, providing a holistic view for businesses with real-time insights.  

Key capabilities include:

Streamlined Processes: Automating workflows across finance and sales departments, eliminating manual data entry, and reducing errors.

360-Degree Customer View: Accessing comprehensive customer information within Salesforce CRM, including financial history, invoices, and billing status. 

Enhanced Reporting: Generating comprehensive reports combining financial and sales data for deeper analytics and informed decision-making.

Effortless Collaboration: Fostering collaboration between finance and sales teams through real-time data sharing, alignment, and growth initiatives.

Partner with the Right  Experience & Expertise 

Leveraging Sage Intacct’s advanced integration capabilities requires working with a partner that understands your workflows and can design tailored integration solutions. CBIZ CompuData is a leading Sage Diamond Partner with over 30 years of experience migrating and implementing Sage solutions. Our team of certified Sage Intacct consultants can work with you to build a seamless integration plan that is specific to your unique requirements, allowing you to focus on core business needs. 

To learn more about how CBIZ CompuData can help you leverage Sage Intacct’s open API integrations, email us.  

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Author: Jane Brown

Jane is the Sage Intacct Consulting Manager at CBIZ CompuData. She supervises the Sage Intacct team and is responsible for business process reviews, project plan & timeline development, implementation & configuration of Sage Intacct, as well as post-sales support. Jane has five years of prior Intacct experience on both the user & implementer side. Before she started her Intacct consulting journey, she worked in the corporate accounting/finance space in a variety of industries including insurance, tech and professional services.