Sage Intacct runs your finances well, but getting data in and out is its own job, and the rest of your business runs on tools Intacct doesn't talk to. We build the apps that move data in, keep it clean, and run payroll, plus the bridges that connect the platforms you already use.
Direct API, no CSV round-trips. White-label ready. Built for North America.
Intacct is strong at the ledger and weak at the edges: getting data in, keeping it correct, running Canadian payroll, and talking to the platforms outside the Marketplace. Those edges are where the manual hours go, and where our apps live.
Every connection we build runs through the Sage Intacct Web Services API, so data lands validated and ready to post instead of moving through spreadsheets and re-keying. That covers three jobs: getting data into Intacct cleanly, managing what's already there, and connecting Intacct to the systems it has no native link to.
Three shipped apps handle the first two jobs today, and a direct bridge handles the third for any platform with an API. Everything is available white-label, which is how Sage consulting firms deliver it to their own clients.
Apps built for Sage Intacct
Three apps running today, plus custom bridges
Live · Data management
Intacct Workbench
Bring data in from anywhere, then manage it
Imports into Sage Intacct from Sage 50, Sage 100, Sage 300, QuickBooks, or any spreadsheet, without wrestling with templates. Map columns once, review, and import.
Covers 18 record types: vendors, customers, AP/AR, projects, GL, and more
Bulk edit records already in Intacct, or update from a corrected CSV
Safe by design: looking never changes anything, results file shows what worked
Pulls approved timesheets from Intacct, lets payroll admins verify and calculate the run, and posts it back to Intacct, generating stubs, cheques, and EFT files along the way.
Verify, calculate, and post the run straight back to Intacct
Generates pay stubs and cheques, plus EFT files for bank upload
Tax tables stay current with the latest CRA-published records
Moves a complete company from Sage 100 Contractor into Sage Intacct through the API, including historical data, in a single run, so onboarding a new Intacct client isn't a re-keying project.
Chart of accounts, vendors, customers, projects, and AP/AR invoices
Brings historical data across, not just current balances
Select your data, press go, review a clear per-record log
Payworks, Shopify, Jobber, Buildertrend, and any platform with an API. We build a direct bridge so hours, orders, jobs, and invoices post to Intacct on a schedule, not by hand.
Reads from the source platform, writes into Intacct via Web Services
Built to your real fields and workflow, not a generic template
Preview step by default: nothing posts until you're satisfied
These are where the manual work tends to pile up, because Intacct ships no Marketplace connector for them. A direct bridge is the cleanest way to close that gap, and the same approach works for any other system with an API.
Import from Sage 50, Sage 100, Sage 300, QuickBooks, or any spreadsheet with column mapping and a review step, so nothing lands unchecked.
Fix and manage what's there
Bulk edit records already in Intacct, or export, correct in Excel, and update from CSV, across 18 record types.
Run Canadian payroll
Pull timesheets, calculate on current CRA records, post back to Intacct, and produce stubs, cheques, and EFT files.
Connect outside platforms
A direct API bridge from payroll, e-commerce, field service, or any system Intacct won't talk to, so data posts on its own schedule.
How it works
From first call to deployed connection
1
Scope
We learn your Intacct setup and the manual process you want gone, then fix scope and price.
2
Build
We build the app or bridge and validate it against your real data.
3
Preview
You see exactly what will happen before anything posts. Nothing is written until you're satisfied.
4
Deploy
We install it, white-label under your name, or directly in your back office.
Common questions
Questions people ask
How do I import data into Sage Intacct without wrestling with templates?
Intacct Workbench imports data into Sage Intacct from Sage 50, Sage 100, Sage 300, QuickBooks, or any spreadsheet. You map your columns once, review what is new versus already in Intacct, tick what you want, and import. It covers 18 record types including vendors, customers, AP and AR, projects, GL, employees, and items, and you can bulk edit records already in Intacct or update them from a corrected CSV.
Can Sage Intacct run Canadian payroll?
PaySync is a Canadian payroll workspace for Sage Intacct. It pulls approved timesheets from Intacct, lets a payroll admin verify and calculate the run, and posts it back to Intacct, generating pay stubs, cheques, and EFT files along the way. Tax calculations always run on the latest CRA-published records, and credentials stay on the local machine.
Can you connect Sage Intacct to platforms that have no Marketplace connector?
Yes. When a platform such as Payworks, Shopify, Jobber, or Buildertrend has no native Sage Intacct connector, we build a direct bridge against its API that reads from it and writes into Intacct through the Web Services API, so data lands validated and ready to post. If a platform has an API we can connect it, and if it does not we usually find another way in.
How do I migrate a full company into Sage Intacct?
Crossbeam migrates a complete company from Sage 100 Contractor into Sage Intacct in one click, including chart of accounts, vendors, customers, projects, AP and AR invoices, and historical data. For other sources, Intacct Workbench imports from Sage 50, Sage 100, Sage 300, QuickBooks, or any spreadsheet with column mapping and a review step before anything is written.
See it run on your data
Tell us the import that eats your time, the payroll run you want simpler, or the platform Intacct won't talk to. We'll show you a live walkthrough, with no obligation.
