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Platform Services

Use built-in Tools to Meet Your Unique Business Needs or Connect to other Platforms via API.

Sage Intacct

Sage Intacct Platform Services

Create solutions precisely tuned to individual business needs.

Sage Intacct Platform Services empowers businesses to tailor Sage Intacct to their unique needs, automate processes, integrate with other applications, and enhance the overall functionality of the software. It’s a valuable toolkit for businesses that want to make the most out of their Sage Intacct experience.

Customisation Options on the Sage Intacct Platform

Platform Services

Create solutions precisely tuned to individual business needs.

Sage Intacct Platform Services empowers businesses to tailor Sage Intacct to their unique needs, automate processes, integrate with other applications, and enhance the overall functionality of the software. It’s a valuable toolkit for businesses that want to make the most out of their Sage Intacct experience.

Sage Intacct Platform Services Available for Customisations:

Applications

Pull together and display all the objects and menus that make up your unique solution.

Objects

Field display instructions, actions, relationships, workflows, templates, data maps, and menus that relate to data.

Relationships

Define object interaction within the objects themselves with a few clicks.

Page Customisation

Add HTML, JavaScript and AJAX elements using internal API requests and jQuery elements.

Triggers

Automated behaviour turns a data set into an application.

Workflows

Create your own workflows to process records. Set actions, statuses, and multiple workflow paths.

Templates

Share output from functions. Platform Services provides you with HTML and XML document template and e-mail template capabilities.

Data Maps

Stored data maps allow users to quickly and accurately import data into custom objects.

Portals

Share and update objects through external sites. You can also manage user access to portal pages.

Custom Fields

Add custom fields to standard objects capturing additional information specific to your business.

Custom Tabs

Add custom tabs to standard application objects, organising related object information for easy consumption.

Smart Rules

Create data validation rules on fields in standard objects to ensure compliance with company policy and data integrity.

Smart Events

Embed actions into standard objects to automate field updates, communicate changes by email, or initiate external API calls.

Smart Links

Allow users to easily click to outside sites or display information from outside sites on Sage Intacct dashboards and pages.

Custom Reports

Create reports on standard and custom object data to provide greater visibility into your customers’ unique business interests.

Platform Services help Accelerate Customisation

Today’s businesses require infrastructure solutions to give them an extra edge over the competition, be that in efficiency and cost savings, or by allowing them to make better decisions. Sage Intacct Platform Services is your ticket to making user expectations a reality.

Sage Intacct Platform 1

Map and Manage Solutions with Ease

Rather than building procedural programs and writing miles of code, Platform Services offers you an elegant object-centred solution. If you have any background in database development, you will quickly recognise the structures that drive Platform Services solutions. By centring all your actions and workflows around objects and related objects, you can build cohesive solutions that are easy to map and easy to manage.

Sage Intacct Platform 2

Trustworthy Platform Infrastructure

Vital questions about any cloud-based system revolve around stability and security. The problems you might struggle to overcome in a stand-alone system – such as caching, error handling, permissions, and encryption protocol – are seamlessly built into custom platform solutions without any coding on your part.

Sage Intacct Web-services API

Easily integrate with other best-in-class solutions.

Sage Intacct’s Web Services API is a powerful tool that allows developers to interact with and extend the functionality of Sage Intacct by building custom integrations, applications, and automation workflows. The API provides a structured way to access and manipulate data within Sage Intacct, enabling seamless data exchange between Sage Intacct and other software systems.

What Can You Access With Sage Intacct Web Services API

More than 300 supported API methods

Financial Specific APIs like Account Balance

Standard Create, Read, Update, Delete, plus More

Access to all standard and custom objects and fields

Initiate from within or without Sage Intacct

UI business logic rules and granular controls

Open API based on structured XML-RPC

Open Documentation of XML Requests

Authenticates Every Request Using Credentials

API Test Tool User Interface

Upgrades will not Break Custom Integrations

Detailed Capabilities and Features of Sage Intacct Web Services API:

  • 1. REST Architecture

    Sage Intacct’s API follows a Representational State Transfer (REST) architecture, which is a modern and widely used approach for designing APIs. REST APIs use standard HTTP methods (GET, POST, PUT, DELETE) and are designed to be easily understandable and accessible.

  • 2. Data Access and Manipulation

    The API allows you to access, create, update, and delete various types of records within Sage Intacct, such as customers, vendors, invoices, journal entries, and more.

  • 3. Authentication and Security

    To ensure data security, the API uses OAuth 2.0 for authentication. This means that authorized applications can access Sage Intacct data without exposing user credentials. OAuth tokens provide secure and controlled access to the API.

  • 4. Data Formats

    Sage Intacct’s API supports multiple data formats, including JSON (JavaScript Object Notation) and XML (eXtensible Markup Language). You can choose the format that best suits your development needs and preferences.

  • 5. API Endpoints and Resources

    The API provides specific endpoints for different types of data and operations. Each endpoint represents a resource, such as customers, vendors, or transactions, and allows you to interact with those resources.

  • 6. Batch Operations

    Sage Intacct’s API supports batch operations, which enable you to send multiple requests in a single API call. This is useful for optimizing performance and reducing the number of round-trips to the server.

  • 7. Custom Business Logic

    Developers can use the API to execute custom business logic, create custom reports, and perform calculations based on Sage Intacct data.

  • 8. Error Handling and Response Codes

    The API provides detailed error handling and response codes to help developers troubleshoot and address issues effectively.

  • 9. Third-Party Integrations

    The API can be used to integrate Sage Intacct with other applications, databases, or systems, enabling seamless data synchronization and process automation.

  • 10. Developer Resources

    Sage Intacct provides comprehensive documentation, code samples, SDKs (Software Development Kits), and support resources to assist developers in effectively using the Web Services API.

Benefits of Sage Intacct Web Services API

Integration is standard with Sage Intacct

As a best-in-class financial management platform, Sage Intacct was built from the ground up to integrate with other best-in-class solutions. Most customers integrate at least two external applications with Sage Intacct, which provides the flexibility to choose the best options for your organisation. In addition, our platform services help accelerate customisation with infrastructure solutions built to match unique business requirements.

Support complex business processes with integrations

Complex processes unique to your business often require extracting data for processing, then posting results. Sage Intacct’s open APIs make interacting with data possible and relatively easy.

Open APIs allow multiple, stable, secure integrations

Technology advancements, like SDKs and resource whitelisting, make integrations between systems quicker, secure, and reliable. Language agnostic APIs rely on XML requests and responses. Roughly 60% of Sage Intacct transactions post using web services.

Salesforce integration

Connect finance and sales—fuel growth and accelerate revenue.

Integrating Salesforce with Sage Intacct can be a powerful solution for businesses to connect their customer relationship management (CRM) and financial management systems. This integration allows for seamless data flow between the two platforms, enabling accurate, up-to-date information to be shared between sales, finance, and other teams.

Sage Intacct & Salesforce Integration Enables You to:

Save Time

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

Achieve 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.

9 Key Highlights of Sage Intacct & Salesforce Integration

  • 1. Data Synchronization

    Integration between Salesforce and Sage Intacct facilitates the synchronization of critical data. This includes customer and account information, sales orders, invoices, payments, and other financial transactions.

  • 2. Streamlined Processes

    Sales teams can generate quotes and orders in Salesforce, and those details can be automatically transferred to Sage Intacct for order processing, invoicing, and revenue recognition. This streamlines the quote-to-cash process.

  • 3. Customer 360-Degree View

    With integrated data, sales teams can access financial information, past purchase history, outstanding invoices, and other financial details directly within Salesforce.

  • 4. Real-time Updates

    Integration ensures that data remains current in both systems. When changes are made in either Salesforce or Sage Intacct, the information is updated in real time across both platforms.

  • 5. Elimination of Duplicate Data Entry

    Integration reduces the need for manual data entry and eliminates the risk of errors that can occur when entering data into multiple systems.

  • 6. Financial Reporting

    By integrating Salesforce data with Sage Intacct, businesses can generate more comprehensive financial reports that include sales, revenue, expenses, and other financial metrics.

  • 7. Enhanced Collaboration

    Integration fosters collaboration between sales and finance teams by providing them with access to shared data and insights from both systems.

  • 8. Automation and Workflow

    Integration allows for the automation of processes and workflows between Salesforce and Sage Intacct, improving efficiency and reducing manual tasks.

  • 9. Customizable Mapping

    Integration solutions often allow you to map fields between Salesforce and Sage Intacct to ensure that data is accurately transferred between the systems.

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.

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

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.

SageIntacctSalesforce

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.

Sage Intacct Platform Services Enables You To:

Create Visibility Around what Matters to You

From seeing exactly what you need with custom lists to importing data from integrated services, the Sage Intacct platform provides tools to gather and display the unique data that drives your business. Unlike systems that require coded scripts, Sage Intacct customisations are easily configured by the accounting team.

Customize Daily Workflows

Create multiple workflows for your different types of customers and vendors and post differently to the general ledger. Sage Intacct’s custom transaction workflows handle that without the help of IT.

Extend Functionality to Match Specific Company Needs

Perhaps you need an entirely new process linked to accounting processes, like capturing and summarising high volume transactions or tracking collections communications and tie those back to accounts receivable. You can do this with custom applications built using Sage Intacct Platform Services.

Adapt Processes to Growth

Sage Intacct is built to grow with you. Customisations and applications can be added as needed to meet the needs of your growing company and evolving financial processes. Would you expect any less from the visionary leader in cloud financial management?

Connect with Outside Services for a Complete Solution

Most Sage Intacct customers have two or more integrations with other services. Open APIs (Application Programming Interfaces) and SDKs (Software Developer Kits) make integrations easy. Developers or business analysts can push data to Sage Intacct and even initiate integration actions from dashboards and application pages.

Don’t Babysit Your Customisations

Unlike other vendors, customisations or integrations you build on Sage Intacct – from custom applications to integrations – continue to work through every update. If we ever hit a point where security dictates that we change a process, we identify issues and alert you, then help resolve those issues. This is our guarantee.