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4 Minute Read


It is important to be able to track everything within your business, from the initial sale through to the board and investors.

But no one wants to have to do this manually.

Save hours of valuable time and allow your teams to use their time more efficiently with Sage Intacct and Salesforce Integration.

The automation provided by these two best-in-class solutions allows you to improve processes, scale your business and see incredible growth.

sage intacct and salesforce integration

Pre-built Salesforce integration

The integration of Salesforce and Sage Intacct is pre-built within Salesforce and is supported by Sage Intacct.

With an incredibly simple one-click implementation, you’ll be up and running in seconds.

The two solutions are automatically synced, providing you with real-time access to multi-dimensional reports and all the key information you need in one place.

As a result, there is no need to switch between platforms or rekey information, saving your team hours of precious time each month.

Other key automation features within the Sage Intacct and Salesforce integration are:

  • Smart Sync – synchronisation of accounts and contacts as needed
  • Auto-sync of customers – including custom Salesforce fields
  • Auto creation of invoices and orders from Salesforce opportunity workflow
  • Automated quote-to-cash process – a streamlined approach allowing conversion of Salesforce quotes into Sales Intacct orders in one click
  • Immediate bi-directional sync – allows updates of billing, revenue recognition and receivables in Sage Intacct, and orders, projects contracts, changes, and renewals in Salesforce, with data synced between the solutions for up-to-date views in Sage Intacct


Full customer lifecycle

With Sage Intacct and Salesforce, revenue schedules, billing, multi-element arrangements, journal entries and monthly recurring revenue (MRR) are taken calculated for you.

Customer relationships can change but with Sage Intacct you are able to react and support adjustments to ensure you retain business.

As a result, when upsells, down-sells, renewals, cancellations and other changes are required, the impact is calculated for you so you can focus on supporting your customers and speed up business growth.

Changes are all also captured in Sage Intacct with an audit trail for easy access and reporting.

Everything you need to understand about each customer relationship can be accessed in just one click.


A variety of billing and revenue models

Sage Intacct is flexible, adaptable and has been built with every business type in mind to accommodate a range of billing and revenue models.

Whether your business is based on a subscription, services, perpetual or usage billing model, Sage Intacct is fully equipped to help it thrive.


Revenue recognition

Sage Intacct’s revenue recognition capabilities are vast and incredibly intuitive, and better still – they are ASC 606 and IFRS-15 compliant.

Thanks to Sage Intacct’s AI and automation features, and its integration with Salesforce, you can access real-time data, accurately forecast revenue and strategize accordingly, scale regulatory compliance and speed up quote-to-cash by anywhere from 30% to 75%!

Sage Intacct provides:

  • Capture of all order changes in a single contract
  • Automated revenue reallocation for any contract changes
  • Flexible automation of cancellations, contract hold/resume, and renewals
  • Access to all revenue details in one location (the contract)

Revenue recognition features are:

  • Template-based, independent of billing,
  • Usage-based, and
  • Available across multi-element arrangements.

Instant forecasting

As we’ve mentioned, the auto-sync features within Sage Intacct, and bi-directional automation of data between Sage Intacct and Salesforce provide real-time data and insights, available in one place and without any manual data manipulation.

Without visibility of up-to-date financials, the task of forecasting revenue, billing and cash flow is near impossible even for the best CFO.

Sage Intacct’s simple interface and easy-to-access dashboards give you the numbers you need exactly when you need them, allowing you to make informed decisions for your business and forecast for the coming weeks and months with greater accuracy and precision than ever before.


Sage Intacct and Salesforce

Automation is an integral and vital feature within Sage Intacct, and its partnership with Salesforce is key to the vast differences and advantages the solution provides over other finance management software.

Many businesses find that their non-automated solutions result in their businesses being left behind by competitors who invest in best-in-class finance solutions. And we believe Sage Intacct is the best of the best.

How can Sage Intacct and Salesforce help your business?

If you’d like to speak to one of our experts and discuss how Sage Intacct and its integration with Salesforce could benefit your business…

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