Sage Intacct Integration

Sage Intacct Billing & AR Automation, Powered by AI

LedgerUp turns a won deal into a Sage Intacct invoice at the right entity, with every line coded by dimension and terms taken from the signed agreement, then applies payments as they land. No Platform Services build and no Workato recipes.

Department, Location, Class, and Project on every lineEntity and currency chosen from the contracting partyAR payments applied so bank feeds match

Book a demo See contract-to-cash automation →

How it works

From signed agreement to a dimension-coded invoice and an applied payment, with Slack in the loop for anything uncertain.

You're in full control

CRM

Deal won, agreement signed

Ari

Entity chosen, dimensions coded on every line

Sage Intacct

AR invoice posted through Web Services

Slack

Exceptions flagged, cash applied on arrival

Ari reads the agreement and deal, chooses the entity, codes each line, submits the invoice through the Web Services API, and applies the payment when the customer pays.

Sage Intacct is organized around entities and dimensions, so an integration only helps if it codes every line correctly at the right entity. LedgerUp connects through the Sage Intacct Web Services API with a dedicated Web Services user, creates customers and AR or Order Entry invoices at the entity named on the agreement, sets Customer, Item, Department, Location, Class, and Project per line, and applies AR payments as cash arrives. Ari sources the values from the CRM deal and the signed contract, and holds any line it cannot code in Slack until a person picks the value.

What LedgerUp writes into Sage Intacct

Customers, invoices with full dimension coding, contract lines, and AR payments, submitted through the API your admin controls.

Line-Level Dimension Coding

Every invoice line carries Customer, Item, Department, Location, Class, and Project where you use it. Ari derives the values from the contract line and the deal owner, with defaults you set per item or per entity, so month-end reporting by dimension is right without a reclass.

Entity Selection Before Anything Posts

In a multi-entity company, Ari decides which entity owns the invoice from the deal and the contracting party on the signed agreement, then posts at that entity in its base currency. Consolidation and intercompany stay in Sage Intacct exactly as you configured them.

AR Invoice or Order Entry Sales Invoice

If your team bills from Accounts Receivable, LedgerUp creates the AR invoice. If you run quotes and sales orders through Order Entry, LedgerUp creates the sales invoice there so it converts, ships, and reports the way your other orders do.

Contracts Module Aware

For subscription businesses on the Contracts module, Ari reads the term, start date, and billing frequency from the signed agreement so the contract line and its revenue schedule reflect the real deal. The schedule itself is generated by Sage Intacct.

Payment Application on Arrival

ACH, wire, check, and Stripe receipts are matched to open AR invoices by amount, customer, and remittance detail, then applied as AR payments against the specific invoice. Partial and lump-sum payments are split across invoices instead of sitting unapplied.

Bank Feeds That Match

Stripe payouts are recorded net of fees with the fee posted separately, so the amount in Cash Management equals the line your bank feed brings in. Your existing Smart Rules still validate every record LedgerUp submits.

LedgerUp vs Celigo, Boomi, Workato, and Platform Services builds

Compared on the things that break Sage Intacct integrations: dimension coding, entity selection, and what happens to the payment after the invoice exists.

Feature	LedgerUp	Celigo	Boomi / Workato	Platform Services
Trigger	Won deal or completed e-signature, nothing to schedule in Sage Intacct	Scheduled or event-driven flow you configure	Recipe or process you build and monitor	Smart Event, trigger, or scheduled script you write
Source of invoice values	Signed agreement plus deal fields, read by Ari	CRM fields only	CRM fields only	Whatever your custom code queries
Dimensions on each line	Customer, Item, Department, Location, Class, Project set per line from the deal and your defaults	Static defaults or mapped fields	Mappings you maintain per dimension	Coded in the customization
Entity and currency	Entity chosen from contracting party, posted in entity base currency	One flow per entity, or entity logic you configure	Branching logic you build	Custom logic
AR invoice vs Order Entry	Either, set during onboarding	Depends on the connector template	Whatever you map to	Whatever you build
AR payments and bank feed matching	Included: payments applied to invoices, Stripe payouts recorded net of fees	Separate Stripe flow, no application logic	Separate process	Not covered
Time to first invoice	About a week, including a Web Services user, mapping, and test invoices	Weeks, depending on partner availability	Weeks to months	Months of development and testing

Dimension, entity, and payment examples

Three situations that usually mean a reclass or a manual application in Sage Intacct, and what LedgerUp does with each.

One Deal, Two Departments, One Invoice

A HubSpot deal bundles a software subscription with an onboarding package. Ari creates a single AR invoice with two lines: the subscription coded to the Software department and the onboarding coded to Professional Services, both under the customer and location the deal specifies.

A $36,000 subscription line and a $6,500 onboarding line post on one invoice with different Department and Item dimensions, and the departmental P&L is correct the day the invoice is created.

Contracting Entity Picks the Ledger

A customer signs with your Canadian entity. Ari reads the contracting party on the agreement, posts the invoice at the Canada entity in CAD, and applies the payment there when the wire arrives. Top-level consolidation runs on your schedule with no manual intercompany entry.

A CAD 52,000 order form is invoiced at the Canada entity, not the parent, with Net 45 terms pulled from the agreement rather than the customer default.

Lump-Sum Check Across Four Invoices

A customer mails one check covering four open invoices and short-pays one of them. Ari reads the remittance, applies the payment across the four invoices as AR payments, records the short-pay against the invoice it belongs to, and flags the difference in Slack for a credit decision.

A $27,400 check clears $27,800 of invoices with a $400 short-pay left on invoice 1042 and a Slack thread asking whether to issue a credit or pursue it.

Explore LedgerUp for Sage Intacct

Sage Intacct integration details

Module choice, dimension rules, Web Services access, entities and currencies, the Contracts module, and cash application.

Does LedgerUp create AR invoices or Order Entry sales invoices in Sage Intacct?

Both are supported and you choose during onboarding. Teams that invoice directly from Accounts Receivable get an AR invoice with terms, due date, and line dimensions filled in. Teams that manage quotes and orders in Order Entry get a sales invoice there so the transaction follows the same document flow as orders entered by hand. LedgerUp does not require you to switch modules.

How does Ari decide which dimensions go on each invoice line?

During setup you tell LedgerUp how each dimension should be resolved: from the item record, from a CRM field such as deal owner or region, or from a fixed default per entity. Ari applies those rules to every line it creates. When a line cannot be coded confidently, for example an item that exists in the CRM but not in Sage Intacct, Ari posts the line in Slack and waits for someone to pick the item before the invoice is submitted.

How does LedgerUp connect to Sage Intacct, and what does the Web Services user need?

LedgerUp connects through the Sage Intacct Web Services API with a dedicated Web Services user and sender ID. Your admin assigns that user a role with permissions on Customers, AR Invoices or Order Entry transactions, AR Payments, Items, and the dimension lists LedgerUp needs to read. There is no Platform Services customization to install and no scripts in your company. Connecting, mapping dimensions, and running test invoices usually takes about a week.

How does LedgerUp work in a multi-entity, multi-currency Sage Intacct company?

LedgerUp reads the contracting party from the signed agreement and the deal, then posts the invoice at that entity in the entity base currency. If the customer pays in a different currency, the AR payment is recorded in the transaction currency and Sage Intacct handles the exchange rate and any gain or loss. Consolidation, elimination, and intercompany rules are not touched. If the entity is unclear, Ari asks in Slack rather than posting at the top level.

Does LedgerUp work with the Sage Intacct Contracts module and revenue schedules?

Yes. For companies running subscriptions through Contracts, Ari reads the term, start and end dates, billing frequency, and price from the signed agreement and supplies them to the contract line. Sage Intacct then generates the billing and revenue schedules from its own templates. LedgerUp does not create or edit revenue schedules directly, so your ASC 606 treatment stays where your controller defined it.

How does payment application work, and what about bank feeds and Stripe?

Ari matches each receipt to open AR invoices using amount, customer, invoice number, and remittance text, then records an AR payment applied to that invoice. Lump sums are split across invoices and short-pays are flagged in Slack. Stripe payouts are recorded net with the fee posted to the account you specify, so the receipt equals the bank feed line.