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age intacct and salesforce integration

5 Minute Read 

Salesforce and Sage Intacct: A Platinum Partnership

So, you’re using Salesforce, a best-in-class, cloud-based CRM solution?

Wouldn’t it be wonderful if there was a best-in-class finance management software solution out there that could be seamlessly integrated with your Salesforce system, allowing you to manage all things CRM and Finance, eliminating duplication and re-entry of data?

Introducing: Sage Intacct

Sage Intacct is the best-in-class accounting and financial management software solution.

With the deep accounting and reporting capabilities Sage Intacct offers, it makes perfect sense that customers would want to use it alongside Salesforce. And doing so couldn’t be easier.

In this post, we take a brief look at how integration of Salesforce and Sage Intacct works, what it can do for businesses like yours, and why you choosing to link up your Salesforce solution with Sage Intacct can take your business to new heights.

Integrating Sage Intacct with a best-in-class CRM: What can it do for you?

Integrating your Sage Intacct and Salesforce solutions provides you with a vast amount of additional industry role-based functionality that can help you make the most of your software and streamline your processes.

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The Salesforce – Sage Intacct integration has been pre-built within Salesforce and is supported by Sage Intacct.

The implementation process is incredibly simple: point, click, connect. It really is that easy. And future upgrades and enhancements of your Sage Intacct software are then seamless, so you don’t have to worry about time consuming updates.

This allows you to focus on your business rather than maintaining the integration, while saving you time and money, with no requirement or expense on third-party integrations, IT support or custom consultancy.


Sage Intacct offers in-depth reporting capabilities which are enhanced even further with the integration with Salesforce, giving you access to multi-dimensional reports which are connected and updated in real-time with Salesforce’s CRM. This gives you instant access to real-time, in-depth reports which capture all of your data from both systems, right in the Sage Intacct dashboard – no need to switch between platforms.


AI and automation are key features that customers look for when choosing a software solution, whatever its use. Keeping up with software trends and ensuring life is made as simple as possible for customers is of great importance for Sage Intacct.

As a result, automation and AI are integral parts of the Sage Intacct experience, with features including:

  • Smart Sync, which triggers synchronisation of accounts and contacts as needed
  • Auto-sync of customers, including any custom fields within Salesforce
  • Auto creation of invoices and orders from Salesforce opportunity workflow
  • Streamlined, fully automated quote-to-cash process allowing Salesforce quotes to be converted into Sales Intacct orders with a single click
  • Immediate bi-directional sync between Salesforce and Sage Intacct allowing you to maintain billing, revenue recognition and receivables within Sage Intacct, while maintaining orders, projects contracts, changes, and renewals in Salesforce

Communication & Collaboration

Having a sound business strategy is useless without efficient collaboration between departments. Integration between Sage Intacct and Salesforce encourages harmonious collaboration between your sales and accounting teams.

With Sage Intacct and Salesforce, you get a seamless system which does the hard work in connecting finance and sales for you, unifies your departments and drastically improves communication.

The integration allows you to access Chatter within Intacct, meaning your salespeople and managers can communicate effectively with your finance team to expedite approvals, discuss, and resolve exceptions to order management processes and clarify accounting policies, among other things.

All communication between your salespeople and prospective or existing customers is stored within Intacct – no more searching through emails for customer histories.

All of this means your sales team have the benefits of the in-depth, easy-to-use CRM system within Salesforce, which links them directly to the finance department, making the sales process easier, quicker, and more profitable for the business as a whole.


Even with the more efficient communicators on your team, there is still room for human error and risk of things being missed.

With Sage Intacct and Salesforce integrated, your entire team gets visibility of data and information, including aged debt reports and payments information to speed up quote-to-cash; pricing, billing and payments are easily visible to your sales team; up-to-date orders, contracts, inventory status, invoicing and much more.

Everyone is up to date and has a full view of every customer, allowing your teams to work more efficiently and ensuring no one misses a thing.

Simplicity & Efficiency

Put simply, the integration of these two best-in-class solutions gives you and your teams the tools needed to significantly save time on day-to-day tasks, reduces errors, improves productivity, while fostering growth, greater revenue, and improved strategy.

With automatic syncing, there is no need to rekey information, no more searching for correspondence entries, and no jumping between systems.

Reduce quote-to-cash cycles by anywhere from 30 to 75%, increasing cash flow and allowing rapid growth.

With email templates and notifications for renewals and auto-billing also available, your teams can save hours, if not days, each month and create an efficient process for salespeople to contact clients before their renewal date, and the finance team to act more quickly and ensure accurate billing.


Finally, for a growing business, scalability is key. With Sage Intacct and Salesforce, your business will have everything it needs to plan for the future and fast-track growth and success.

The integration is easily tailored to your business’ needs, accelerates cash flow through a more efficient quote-to-close process and is even more flexible – capable of adapting and scaling with you and ensuring your teams can work in harmony.

Want to see the partnership in action?

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