Sage Intacct Integration and how it is Changing the Face of Accounting?

By | November 27, 2019
Sage Intacct is an AICPA certified #1 cloud-based ERP accounting solution that has helped enterprises grow from start-ups to technology giants. It has been beneficial in providing real-time financial and operational insights as well as the ability to automate critical processes. It delivers the automation and controls around billing, accounting and reporting that finance needs to reduce errors, stay audit-ready and scale the business.

Sage Intacct Connector | GUMU™ Cloud Apps | Greytrix

The need for Sage Intacct Integration

The need for simplified accounting offered through Sage Intacct integration can be better understood from individuals who have spent hours consolidating reports. Sage Intacct simplifies and automates basic accounting tasks, providing real-time business insights on-the-go. For a smarter business approach, Sage Intacct integration should be adopted as it streamlines processes and reduces efforts. It allows enterprises to choose applications based on functional needs rather than on integration concerns.

Sage Intacct Connector available on Sage Intacct Marketplace!

The integrated advantage of Sage Intacct and Sage CRM

The GUMU™ data exchange framework provided by Greytrix facilitates swift data movement between Sage Intacct and Sage CRM. The potential integration helps in overcoming the challenges faced by silos in Sales and Finance teams. Some of the key integration benefits can be listed as under:

  • 360-degree view of customer data provides a complete overview of the information right from the prospect, to sales and support and finance to accounting, together these systems provide complete visibility into your customers’ needs, purchase habits, order history, preferences and outstanding accounts etc.
  • Information within attention span empowers employees with the ability to convert leads faster and efficiently
  • Manage data consistency and avoid data duplication across back office and front office for a holistic business process and reduced efforts in rectifying errors.
  • Enhanced productivity through streamlining processes and automating workflow with just one-click to import any entity from Sage Intacct to Sage CRM.
  • Link/Unlink existing Sage CRM customers with Sage Intacct ERP data seamlessly.
  • Real-time Promotion of Sage CRM Company as Sage Intacct Customer and vice-versa. The master data of companies such as Sales Order, Invoice and Quotes can be viewed on user-friendly Sage CRM tabs for individual customers.
  • Data access on portable devices ensures that your business stays on an always-on mode.
  • Multi-company integration ensures the data related to multiple companies in Sage Intacct is accessed through a single instance in Sage CRM.
  • Sales Commission module offered by Greytrix, is an add-on for Sage Intacct, through which users can setup commission rules and automate commission calculations on sales transactions.

With Greytrix over two decades of experience working with GUMU™ integrated Sage ERP – CRM solutions, it has become one of the undisputed leaders in providing Sage Intacct integration. Being #1 Sage CRM Development Partner and recently recognized as the Sage Intacct Development Partner, we pride ourselves on ERP – CRM focused developmental skillsets. Our techno-functional team has a proven approach and experience on working with the development, integration and implementation of Sage CRM using Sage CRM SDK, Sage CRM .NET API, Sage CRM Web Services along with Sage Intacct Web Services. Greytrix world class services for Sage Intacct like offshore development, customization, and consulting are rendered in quick turnaround time to aid forecasting and crucial decision making for your business. Sage Intacct Development and implementation services offer expert support services to optimize Sage Intacct solution according to the enterprise needs.

Does the cloud ERP solution and Sage CRM integration fuel your interest? Are you thinking about integrating your Sage CRM – Sage Intacct, but have some doubts or concerns, we’re here to help!

Sage Intacct Development and Consulting Services

About Us

Greytrix – a globally recognized and one of the oldest Sage Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation competence.

Greytrix has a wide product range for Sage Intacct- a Cloud ERP. This includes migrations from QuickBooks | Sage 50 | Sage 100 | Sage 300 to Sage Intacct. Our unique GUMU™ integrations include Sage Intacct for Sage CRM | Salesforce | FTP/SFTP | | Checkbook | Dynamics 365 CRM | Magento | Rent Manager | Treez | Avalara Avatax | Blackline SFTP. We also offer best-in-class Sage Intacct Development Services, Consulting services, integrated apps like POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage Intacct to Sage business partners, resellers, and Sage PSG worldwide. Greytrix constantly develops apps, products, and add-ons to enhance user experience. Sage Intacct add-ons include AR Lockbox File Processing.

Greytrix GUMU™ integration for Sage CRM – Sage Intacct, Sales Commission App for Sage Intacct, and ACH/Digital Check Payments for Sage powered by GUMU™ are listed on Sage Intacct Marketplace.

The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.

For more information on Sage Business Cloud Services, please contact us at We will like to hear from you.