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Connect Sage Intacct integrations

Oversee your multi-entity financial operations by connecting Sage Intacct to close your books up to 90% faster. Linking this software to our workflow automation tool lets you instantly match vendor bills, flag unusual journal entries, and sync ledger data in real time. Register for free today to build your first high-performance accounting pipeline.

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Build your Sage Intacct integrations.

Maximize financial efficiency by using Make to automate your Sage Intacct workflows. Connect your accounting data with other vital business tools in minutes. Start your free Make trial today to integrate Sage Intacct.

Sage Intacct
Create a purchasing document

Creates a new purchasing document.

Action
Sage Intacct
Create an invoice

Creates a new invoice.

Action
Sage Intacct
Delete a purchasing document

Deletes a purchasing document. Several factors determine whether a purchasing document can be deleted; see the Sage Intacct help center for details.

Action
Sage Intacct
Delete an invoice

Deletes an invoice. Only invoices in draft or posted state can be deleted.

Action
Sage Intacct
Generate a PDF of an invoice

Generates a PDF of an invoice and downloads it.

Action
Sage Intacct
Get a purchasing document

Returns information about a specific purchasing document by its key.

Action
Sage Intacct
Get an invoice

Returns information about a specific invoice by its key.

Action
Sage Intacct
Make an API call

Performs an arbitrary authorized API call to Sage Intacct.

Action
Sage Intacct
Reverse an invoice

Reverses an invoice and maintains an audit trail. Only posted or paid invoices can be reversed.

Action

Connect any app with Sage Intacct

Popular Sage Intacct workflows.

Connect Sage Intacct with Make to automate financial tasks. Sync data, reduce manual entry, and simplify your daily workflows.

Automate Sage Intacct with Make to Boost Financial Efficiency

Connect Sage Intacct with Make to automate your billing, expenses, and multi-entity syncing. Create custom financial workflows without coding, keep your general ledger updated in real time, and receive instant alerts.

Automated Billing and Invoicing

Automatically sync sales data from your CRM or e-commerce store to Sage Intacct to generate invoices without manual data entry.

Streamlined Expense Management

Connect your expense reporting tools to Sage Intacct to instantly log transactions and keep your general ledger up to date.

Seamless Multi-Entity Syncing

Easily coordinate financial data across different business branches and external tools to keep your consolidated reporting accurate.

Real-Time Financial Alerts

Set up instant notifications on Slack or email whenever key financial events occur, such as a paid invoice or a budget threshold breach.

FAQ

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.

How it works

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