Seamless Salesforce and accounting integration

Salesforce integration with Sage Intacct gives you seamless order and sales workflow to deliver the best possible customer experience to your clients.

Overview Sage Intacct Capabilities Sage Intacct Industries Platform SDMO

Level up with Salesforce integration

Seamless Salesforce integration
Efficient workflows to level up productivity and collaboration
Simple set-up and easy to use
Automated quote-to-cash process

Scale and streamline your business processes from end to end

Sage Intacct connects sales, revenue operations and finance from the initial transaction through reporting, forecasting and billing to:

Eliminate data re-entry and inaccuracies that delay downstream approvals, billing and reporting.
Allow finance department to get real-time visibility to customer and transaction data.
Enable sales department and revenue operations to efficiently and accurately serve customers with access to transaction status, billing and payments.
Provide a shared system of record so everyone can trust the numbers.

Salesforce Chatter collaboration

When integrated, the Salesforce Chatter feed is embedded directly inside Sage Intacct so you can collaborate within the context of related transactions in both platforms.

Focus on your business, not your integration

Our Salesforce integration solution is built and supported by Sage Intacct based on experience from working with hundreds of customers.

Configure your integration – no scripting or third-party services necessary.
Set up users and security with ease.
Stay up to date with the latest Sage Intacct innovations with seamless upgrades.
Use with Salesforce Classic and Lightning.

Resources for Salesforce and accounting integration

Explore the latest research, guides and webinars on accounting and finance.

E-Book

Report: Redefined CFO

Product brochure

Sage Intacct Product Brochure

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