Sage Intacct Integration

Experience the Power of Seamless, Out-of-the-Box Real-Time Procurement Integration with Sage Intacct!  Paramount WorkPlace integrates with Sage Intacct to take procurement, requisitioning, purchasing, and expense to a deeper level. Our partnership and collaboration with Sage Intacct teams helped us integrate WorkPlace in key areas to offer users powerful capabilities such as sophisticated workflow automation, unlimited approvals rules, unlimited routing rules, robust AP automation, 3-way matching, detailed audit trail, smart OCR invoice match, AI and machine learning, and intuitive dashboard – all in real-time!  Discover what you can achieve and how our Sage Intacct procurement integration delivers with ease!

Sage Intacct Procurement Integration Key Points

Integration Interface Touch Points

  • Company Addresses
  • Currencies
  • GL Accounts
  • Accounts Payable Terms
  • Vendor Types
  • Vendors
  • Vendor Addresses
  • Dimensions
  • Reporting Periods
  • GL Budgets
  • GL Account Balances
  • General Ledger Journal Entry
  • Accounts Payable Bill

Sage Intacct Procurement Integration

Highlights of WorkPlace Procurement Integration with Sage Intacct Platform

  • Complement your Sage Intacct Financial and Accounts Payable solution with a fully centralized, seamless enterprise-level procurement solution.
  • Role-tailored mobile App for Requisition entry, Procurement Catalog shopping, Expense entry and Purchase Order Approvals, available for Android and iOS.
  • Fully automated purchasing accrual accounting capabilities support a 3-way match procurement process with automatic creation of Sage Intacct ERP Journal Entries with automated unmatched purchase order invoice workflow notifications.
  • Add control and compliance without impacting Invoice Match processing times with exception-based approvals for purchase order price variance tolerances.  Enforce proper accounting by posting PPV amounts to the proper accounts based on the invoice line.
  • Powerful Vendor Contract Management enforces critical price and volume discounts, tracks vendor purchases, and manages vendor payments over time.
  • Introduce true B2B integration with your suppliers through industry standard cXML PunchOut interfaces through the WorkPlace Requisition and Procurement integration for the Sage Intacct ERP.  The centralized web-based shopping experience simplifies the request to order process, eliminates manual procurement catalog management and ensures real-time access to negotiated pricing and item availability for increased accuracy and faster order processing.
  • Highly configurable approval engine adapts to your organization offering unlimited levels of approval and unlimited approval paths with independent workflows based on any transaction or line detail that can be approved anytime, anywhere online, by email or from your mobile device.
  • Intuitive Travel Request process to approve travel before expenses are incurred that will populate expense reports and automatically compare the actual cost with verified requests and budgets.
  • Competitive purchase order management with a Vendor Request for Quote process available for any purchase requests.  The Vendor Request for Quote capability allows vendors to be invited to respond via a dedicated secure vendor portal allowing buyers to review and award the best bid.
  • Automatically allocate expenses and purchases across multiple account codes with GL Distribution capabilities.
  • Add integrated Sunshine Act compliance and Open Payment reporting with line-level Attendee tracking for employee Expenses.
  • Mature line-level dimension engine provides a natural extension to the Sage Intacct financial solution. Defaulting, enforcement, and restriction capabilities provide a streamlined and user-tailored Expense, Requisition and Procurement experience for Department, Location, Project, Customer, Vendor, Employee, Item, and Class allocations.
  • Seamless procurement and expense integration powered by the Sage Intacct Web Services (certified) API provides access to all required supporting data and real-time transaction processing.


Procurement Software and Expense Management Industries