Overview of the Sage Intacct Integration

⏱️ 2 minute read

The Sage Intacct (Intacct) integration makes it fast and efficient to get paid for the work you do. Leverage the power of Intacct to control financials and utilize Forecast to gain total clarity in your project delivery. Seamlessly synchronize work, time, billable hours and charge your clients more efficiently.

This article covers: 

• Overview of the Sage Intacct Integration
• Getting Started with Sage Intacct

Overview of the Sage Intacct Integration

With the Intacct integration, it is possible to import clients, team members and departments from Intacct into Forecast, while projects, tasks timesheets and invoices sync across the two platforms.

Integrating Intacct with Forecast allows you to:

• Improve the accuracy of revenue forecasts and boost your resource utilization.
• Enhance company communication between your core departments, sales, project delivery teams, accounting, and clients with greater transparency.
• Holistic view of programs, projects, time, resources, budget, and profitability in real-time across both accounting and delivery teams.
• Minimize effort spent on manual data entry by connecting internal systems and sync invoices, work and expenses across.

Getting Started with Intacct

Check out the following articles as a step-by-step guide to setting up your Intacct integration:

Step 1: Prerequisites for the Sage Intacct Integration

Step 2: Sage Intacct Web Services User Permissions

Step 3: Connecting the Sage Intacct Integration

Step 4: Syncing Clients and Users with Sage Intacct

Step 5: Syncing Projects and Tasks with Sage Intacct

Step 6: Syncing Timesheets with Sage Intacct

Step 7: Syncing Invoices with Sage Intacct

Next step: Prerequisites for the Sage Intacct Integration