n-Sage Intacct can report across every entity you run. The question is what feeds it.
Sage Intacct is cloud-native financial management software built for multi-entity businesses: multiple subsidiaries, locations, or funds reporting onto one consolidated set of books, with a REST API built in from day one rather than bolted on later. That API is exactly why it's a strong fit for custom integration work. We connect Sage Intacct to your CRM, billing, and operational systems so contracts, revenue, and vendor bills arrive tagged to the right entity automatically, instead of getting sorted out by hand after the fact.
What We Build on Top of Sage Intacct
When a deal closes in Salesforce or another CRM, we build the handoff so the matching contract and billing schedule gets created in Sage Intacct automatically, with revenue recognition terms set up correctly from day one instead of patched together by someone in accounting weeks later.
Multi-entity is Sage Intacct's whole reason for existing, but it only pays off if the raw transactions, point-of-sale, e-commerce, operational systems, land already tagged with the right entity, department, and class dimension. We build that tagging into the feed itself, so dimension reporting works the way it's supposed to instead of getting reconstructed at close.
Vendor bills arriving by email or through a vendor portal get captured, coded, and routed into Sage Intacct's approval workflow automatically, so accounts payable isn't retyping PDFs.
Because the API is genuinely well-documented and built for this, we also build custom dashboards and reports that pull straight from Sage Intacct into whatever leadership actually wants to look at, instead of someone exporting and reformatting the same report every month-end.
A Real-World Scenario: Multi-Location Professional Services Firm
Six regional offices, Sage Intacct for consolidated accounting, a separate CRM for client contracts.
Before
A deal closes in the CRM and lands as a signed PDF. Someone in accounting reads the contract, manually creates the recurring billing schedule in Sage Intacct, tags it to the right office by hand, and sets up revenue recognition based on their own read of the terms. Mistakes in that process don't surface until close, months later.
After
The closed deal triggers the billing schedule and entity/department tags automatically, with revenue recognition terms carried straight over from the contract. Close becomes a review of numbers that are already tagged correctly, not a reconstruction project.
More on Sage Intacct
Deeper write-ups on specific parts of Sage Intacct and what we build around each one.
Running Sage Intacct and still re-entering data entity by entity?
Tell us what's not connected yet, your CRM, your billing system, a vendor process, anything. We'll tell you what the API can realistically handle. And if Sage Intacct isn't actually where the manual work is piling up, that's fine too, we automate whatever's manual in your business, not just the ERP.
Let's talk