Sage Intacct Partner of the Year 2021

Platform Services

As a best-in-class financial management platform, Sage Intacct has been built to integrate with other best-in-class solutions and provide the flexibility to build the best option for your organisation.

From seeing what you need with customised lists to importing data from integrated sources, the Sage Intacct platform provides the tools you need to gather, display and analyse the unique data that drives your business.


Sage Intacct
Platform Features

Create Visibility

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.


Customise 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

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.


Connect with Outside Services

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 Sage Intacct’s guarantee.


Flexible API

Integration is standard with Sage Intacct.

Thanks to its flexible API, you will gain all the advantages of a powerful cloud-based accounting system, with standard connectivity supported by Sage, to a wide range of other best-of-breed platforms, including Salesforce.

Most customers integrate with at least two external applications, giving them the flexibility to choose the best options for their organisation.

In addition, Sage Intacct platform services help to accelerate customisation with infrastructure solutions built to match unique business requirements.

Learn More


Key benefits of Sage Intacct web services:

  • More than 300 supported API methods
  • Access to all standard and custom objects and fields
  • Standard Create, Read, Update, Delete, plus more
  • Financial specific APIs like Account Balance
  • 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 a user interface
  • Upgrades will not break custom integrations


Salesforce Logo


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.

Connecting finance and sales:

  • Save time and reduce errors
  • Improve sales effectiveness with greater visibility 
  • Increase accounting and finance productivity

Widely referred to as ‘the power couple’, together they deliver a complete view of every customer, streamlined accounting workflows, and a smarter quote-to-cash process.

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Let's Talk

We help businesses like yours get the most out of Sage Intacct.
Get in touch today to book a demo or get all your questions answered by our experts.


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Call us

01606 871332
10 Cheshire Avenue,
Cheshire Business Park, Northwich,
Cheshire, CW9 7UA

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