New Integration: Sage Intacct
Today we’re rolling out Sage Intacct for Payables.
Teams building products for AP automation, such as bill payment, expense management and procurement solutions, can now use Codat to deliver a robust, two-way Sage Intacct integration at scale, without grappling with a new data model or a new set of platform-specific requirements.
Log in and switch on Sage Intacct for Payables
Sage Intacct integration via Codat has been in private beta with a select group of clients in the AP automation, expense management, and corporate card sectors. Close co-operation with this group has been vital in delivering a comprehensive, high-quality integration that can handle the kind of scale and flexibility that our clients require.
Sage Intacct for Payables exits private beta today. Meanwhile we are continuing to expand Sage Intacct support across all our Applications. Use our public roadmap to view and help shape our priorities. Vote on Sage Intacct for:
Explore the docs to see what you can start building now or speak to an expert about your Sage Intacct integration use case.
What is Sage Intacct and why do I need to deliver an integration?
Sage Intacct is a leading cloud-native accounting software for mid-market businesses.
Providing a high-quality integration with Sage Intacct should be a priority if your customers are medium-sized businesses in the US, Canada, Australia, UK or South Africa. Sage Intacct has a particularly strong share in services-centric industries, as well as construction & real estate and wholesale distribution.
Download Codat’s 2021 SMB Accounting Software Market Share report
Which other integrations do I need alongside Sage Intacct?
As Sage Intacct serves the mid-market it blurs the boundary between an accounting platform and a full-on ERP solution. It therefore shares a user base with products like Oracle NetSuite and Microsoft Dynamics 365.
Excerpt from a 2021 Gartner report showing Sage Intacct and Oracle NetSuite as the two leading Core Financials solutions for the lower mid-market
These products all have very different APIs with different data models and requirements. Building and maintaining integrations to each separately is complicated, repetitive work that pulls your team away from improving your core product. This problem is the fundamental reason we built Codat, so teams like yours have a simple means of providing comprehensive integrations to all the systems your customers use.
Codat now provides standardised connectivity across multiple Applications to not only Sage Intacct, Oracle NetSuite, and Microsoft Dynamics 365, but also small business accounting packages including Xero, QuickBooks Online and 15 more (not to mention our commerce and open banking coverage).
There are multiple Sage systems that my customers use and are requesting integrations for. Where does Sage Intacct fit in?
Sage Intacct is the fourth Sage system we’ve added to Codat’s universal API, joining Sage 50, Sage 200cloud, and Sage Business Accounting. Among the Sage product portfolio, Sage Intacct is a cloud-native financials solution for the mid-market.
Sage table showing how the different Sage solutions meet different requirements
Codat’s integration is certified by Sage Intacct and listed on the Marketplace. Delivering a Sage Intacct integration via Codat does not preclude you from also listing on the Sage Intacct Marketplace, alongside businesses like Expensify, Bill.com, and ADP.
I have a Sage Intacct integration on my roadmap. What do I need to consider?
Sage Intacct is a powerful and extensible software solution with a broad range of features. To build a high-quality integration that really delivers value to your customers, you need to get deep into the weeds of the Sage Intacct API. Below is a (by no means exhaustive) guide to some of the things you will need to consider.
Building an integration with Sage Intacct requires you to obtain Sage developer credentials. In some cases, Codat clients can fast-track this process by using credentials provided by Codat.
You will also need to provide a way for your customers to authorise your app to access their Sage Intacct account. Codat’s Link flow contains detailed instructions on how to do this, in order to maximise the rate of conversion.
Rate limits and asynchronicity
For every one of your customers whose Sage Intacct data you connect to, Sage Intacct imposes a limit on the number of concurrent API connections. This means it is important to make API calls that complete quickly, otherwise there is a risk that the available connections are clogged up and requests cannot get through. Similarly, particularly large requests may time out (after 15 minutes) if it takes too long for the request to be processed.
Asynchronous calls are therefore recommended for large data sets, as they will complete faster than synchronous calls. If you are building directly to Sage Intacct’s API and want to make asynchronous requests then some additional steps are required. Build to Codat and all data is pulled and pushed asynchronously by default.
Sage Intacct’s broad range of features means there are differences in the structure and processing of data when compared to its alternatives, like Oracle NetSuite, and especially platforms for small businesses, such as Xero and QuickBooks Online.
For example, Sage Intacct’s features for purchasing staff (RFQs and Purchase Orders) stay in sync with the accounts payable ledger. This is great for Sage Intacct users. For third-parties building integrations, it creates complexity when you need to work with data types like vendor invoices (bills), bill payments, and credit notes. Codat standardises Sage Intacct to our Accounting Data Model, so you can integrate with Sage Intacct and every other supported platform with the same code.
I already have a Sage Intacct integration but want to either improve it or reduce my maintenance burden. Can Codat help?
Yes. We can help you migrate your integrations to Codat to expand your coverage and reduce the burden on your development team.
Ed Sherrington – Product Lead, Integrations