Sage Intacct, connected to everything around it
Intacct is strong at the ledger. The hours are lost at its edges: getting data in, getting approvals done, and connecting the platforms it has no link to. We build for those edges, through the Sage Intacct Web Services API.
- No re-keying
- Reviewed on your data before go-live
- Fixed-price quotes
Six jobs at the edges of the ledger
Some are custom builds. Some start from a tool we already have, fitted to your setup.
Platform integrations
Field service, payroll, e-commerce such as Shopify, a CRM or an in-house system. If it has an API or produces a file, it can post to Intacct on a schedule, validated first, instead of by hand.
Approval workflows
Project managers approve or return customer invoices from a link, with the reason recorded, and accounting posts. Approvers never sign in to Intacct.
Imports and bulk edits
Bring data in from any spreadsheet by mapping your own columns, see what is new before anything posts, and change one field across hundreds of records.
Canadian payroll journals
The completed pay run from your payroll provider becomes a balanced journal entry in Intacct, coded to your accounts, departments and classes.
Migrations into Intacct
A full company moved from Sage 100 Contractor with its history, or master records and open transactions brought in from Sage 300, Sage 50 or QuickBooks.
Intacct data, out to your other tools
Read-only feeds of projects, costs, commitments and invoices into Airtable, Excel, Power BI or an operational system, kept current without exports.
A CSV workaround is work you carry every period
With CSV files, the work repeats: export, reshape the file to match Intacct's templates, import, then chase the rows that bounce. A direct connection moves that work to a one-time build. After that it runs on its own schedule, and the only job left for a person is checking the log and any exceptions.
We build to your real fields and your real workflow, not a generic template. Each connection runs under its own dedicated Web Services user with only the permissions it needs, and you review what it will write, on your own data, before it goes live.
Platforms this usually involves
Many field and operations tools have no connector in the Sage Intacct Marketplace, so their data moves by export and re-keying. If the platform offers an API or a scheduled export, a direct connection is the cleanest way to close the gap.
- Housecall Pro
- Jobber
- ServiceM8
- Buildertrend
- Knowify
- CompanyCam
- QuickBooks Time
- Airtable
- Your CRM or POS
From first call to running in production
Free 30-minute call
Show us the manual job. We will say plainly whether it is a build, a setting you already own, or not worth automating.
Fixed-price quote
An itemized scope and one number, usually within two business days of the call. No hourly meter.
Build and preview
We build against your real data. You see what it will write to Sage, on your own data, before it goes live.
Go live, with support
We install it, show your team how it runs and stay on for support and maintenance.
Questions people ask
How do I connect Sage Intacct to a platform with no Marketplace connector?
When a platform has no native Sage Intacct connector, the connection has to be built directly against its API. The integration reads from the source platform and writes into Intacct through the Web Services API, so the data lands validated and ready to post. It runs on its own schedule, with no export, clean-up or re-keying in the middle. If a platform has an API we can usually connect it, and when it does not we can often work from the files it produces.
Can you integrate Sage Intacct with Jobber, Housecall Pro, or Buildertrend?
Yes. Jobber and Housecall Pro publish APIs, and most field and project tools offer an API or a scheduled export, so a direct integration can pull completed jobs, hours, customers and invoices and post them into Sage Intacct without manual re-entry. The integration is built around the fields and workflow you actually use. We already run a Housecall Pro sync in production, into Sage 100 Contractor, and the same approach works for Knowify, CompanyCam, QuickBooks Time, a CRM, a POS or any other system that can hand over its data.
Can project managers approve customer invoices without signing in to Sage Intacct?
Yes, with a small approval app that sits beside Intacct. Accounting submits an invoice for approval, the project manager opens a link, signs in with their work account and approves it or returns it with a reason, and accounting posts. Approvers never sign in to Intacct, and every decision is recorded.
What does a custom Sage Intacct integration cost?
Each integration is quoted at a fixed price after a free 30-minute call. Across our work so far, in Canadian dollars before tax, small automations have run $1,500 to $3,000, integrations and larger automations $3,000 to $7,500, and workflow apps such as an approval screen have been quoted at $6,000 to $10,000. The price depends on how many record types are involved, whether data goes one way or both, and how clean the source data is. After go-live, the Integration Care Plan is typically $125 to $175 a month. See typical prices and timelines.
Is it safe to connect an outside tool to my Sage Intacct account?
A connection to Sage Intacct runs under a dedicated Web Services user, not a personal login, and that user is given only the permissions the integration needs. You review what the integration will write, on your own data, before it goes live.
Can Sage Intacct run Canadian payroll?
Not natively. Canadian teams run payroll in a provider built for CRA rules and multi-province tax, then re-key the journal entry into Intacct. PaySync removes the re-keying: it turns the completed pay run into a balanced journal entry in Intacct, coded to your accounts, departments and classes, with a preview before it posts.
How do I migrate a full company into Sage Intacct?
From Sage 100 Contractor, Crossbeam moves the chart of accounts, vendors, customers, projects, and AP and AR invoices through the API, historical data included. From Sage 50, Sage 300, QuickBooks or a spreadsheet, Intacct Workbench imports the records with column mapping and a review step before anything is written.
Tell us the platform Intacct will not talk to
Or the import that eats a day every month, or the approval that lives in email. We will show you what the automated version looks like.
