The SmartIntegration Platform

Sage Intacct Integration — InterWeave SmartIntegration Platform
SmartIntegration Platform
Financial Application Integration — Real-time benefits for you

Sage Intacct
Integration.

The InterWeave Sage Solution integrates all editions of the Sage Accounting System via InterWeave SmartSolutions — a comprehensive SaaS Integration Platform providing uni- or bi-directional data integration with your CRM. As Sage has acquired various accounting systems over the years, we've kept pace with every edition and API.

📡 Monitoring + Alerts
↔ Uni / Bi-directional
⚙️ Object-level Config
📚 Knowledgebase Support
Sage Intacct Modules
💰
Financials
Budgeting, planning, real-time data
📈
Planning
Forecasting & what-if scenario modelling
📊
Analytics
200+ prebuilt visuals, predictive insights
👥
HR & Payroll
People data & mid-market payroll
📦
Inventory Control
Right items, right place, right time
📊
All your accounts, always organised

Get a clear view of your profits, without the manual work. Sage Intacct syncs with your accounts and automatically categorises your transactions, keeping you effortlessly organised all year long.

💰
Never lose sight of business expenses

From tracking everyday expenses to being ready for tax time, InterWeave ensures Sage Intacct data flows to your CRM so you always understand where your money goes — in real time.

🔭
Get all-in-one financial clarity

Start every day with a full financial picture. Every transaction imports to your integrated view so you can monitor all balances across all accounts — in one unified dashboard.

Sage Intacct + InterWeave
Building Upon Success

Powerful yet easy-to-use cloud integration.

Sage Intacct and InterWeave builds upon the success of Sage Intacct, providing SmartSolutions that deliver powerful yet easy-to-use configurable integration solutions for your CRM — allowing seamless integration of data, uni- or bi-directional, from your Sage Intacct to your CRM.

Complete, pre-built integration solutions between best-of-breed applications
All processes, workflow logic, and mapping ready to configure — with a mouse and the web
SmartSolutions are completely configurable by the customer using pick lists, drop-downs, and custom fields
Start-ups, SMB, or Enterprise — select exactly the right configuration model for you, and modify at any time
Sage Intacct Strengths
🏦
Multi-entity architecture
Manage multiple companies and divisions in one system
💱
Multi-currency support
Global operations with real-time currency conversion
📐
Dimensional accounting
Tag transactions with business dimensions for deep reporting
☁️
True cloud ERP
No server maintenance — always on the latest release
Inventory management
Right Items · Right Place · Right Time

Inventory Management — integrated with your CRM.

For product-reliant companies, inventory control can make or break efficiency, customer satisfaction, and profitability. Knowing what you have, what you sold, and what it's all worth is essential to tax compliance and the health of your business.

Sage Intacct Inventory Control works hand in hand with your purchasing and order entry processes to keep you in control — and inventory levels are reflected automatically in your CRM so Sales can communicate accurately to their customers.

📦 Inventory Control
🔗
Works hand in hand with purchasing and order entry processes to keep you in control
📍
Track items to specific locations — warehouse, bin, or site level
📊
Know what you have, what you sold, and what it's worth — essential for tax compliance
🤝
Inventory levels reflected automatically in your CRM — Sales always communicates accurately with customers
⚙️
Automates how you manage complex jobs on time and on budget — from estimating through to costing
Complete business process integration

Take control of your entire business process.

Sage Intacct and InterWeave does more than help you deliver what your customers order. It automates how you manage complex jobs on time and on budget — with full information flow to your CRM in real-time across Financials, Planning, Analytics, and HR & Payroll.

Financials Module

Budget, plan, and adapt with live data.

Enable your organisation to budget, plan, and quickly adapt to ever-changing conditions — with real-time financial data flowing directly between Sage Intacct and your CRM.

Plan using live financial data via our native, bi-directional connector
Get up and running in days on an intuitive solution, built for finance users
Monitor performance in real-time with interactive reports and dashboards
Reforecast your business in days with powerful what-if scenario modelling
Key Financials Capabilities
Live
Bi-directional connector — financial data flows both ways in real time
Days
Time to go live — built for finance users, not IT departments
Interactive dashboards — monitor performance in real time
What-if
Scenario modelling — reforecast your business in days, not weeks
Planning Module

Adapt to ever-changing conditions.

Enable your organisation to budget, plan, and quickly adapt with powerful scenario modelling and native financial data connectivity — no spreadsheet exports required.

Plan using live financial data via our native, bi-directional connector
Get up and running in days on an intuitive solution, built for finance users
Monitor performance in real-time with interactive reports and dashboards
Reforecast your business in days with powerful what-if scenario modelling
Planning Advantages
Native
No spreadsheet exports — plan with live ERP data, not stale files
Days
Reforecast timeline — adapt quickly when conditions change
Bi-directional sync — approved plans flow back into Sage Intacct
Scenario models — explore unlimited what-if forecasts
Analytics Module

Predictive insights for data-driven decisions.

Get instant, predictive insights to make data-driven decisions — with over 200 prebuilt visualisations, dimensional analytics, and the ability to build new dashboards in minutes.

Plug-and-play, native analytics that use live financial and statistical data
Choose from over 200 prebuilt visuals, edit them, or create your own
Transform your decision-making using dimensional, predictive analytics
Build new visuals and dashboards in minutes to explore data on the fly
Analytics at a Glance
200+
Prebuilt visuals — ready to use or customise immediately
Live
Financial and statistical data — no extract, transform, load required
Minutes
Build new dashboards — explore data on the fly without IT
AI
Predictive analytics — dimensional, forward-looking insights
HR & Payroll Module

Empower your people with seamless HR.

Empower your organisation to take care of your greatest asset — your people. From payroll to employee data sync, Sage Intacct HR & Payroll keeps everything connected and compliant.

Get instant visibility into your people data for your local or global workforce
Run payroll in a few simple steps with the leading mid-market payroll solution
Sync employee data to Sage Intacct in real-time — no duplicate data entry
Use your dimensions to streamline posting and reporting for payroll journal entries
HR & Payroll Capabilities
Real-time
Employee data sync — no duplicate entry between HR and finance
Steps
Simple payroll process — leading mid-market solution, few steps to run
Global
Local and global workforce — visibility into people data at every level
Dims
Dimensional payroll posting — journal entries aligned with your dimensions
A solution that works as hard as you do

Configure, integrate, automate.

Uni- or bi-directional integration at the object level
Create and update Sage Customers, Sales Orders, Invoices, and Products from your CRM
Create or update Accounts, Contacts, Opportunities, and Products in your CRM based on Sage Intacct data
24×7 access to the online support knowledgebase
Accounts Payable and General Accounting: Bills, Checks, Deposits, COA, Journals, Vendor Credits available in Salesforce
All Sage history — invoices, payment history — available directly in your CRM
Configurable options allowing new integration configurations at object level
Error Management and Monitoring, Connection Monitoring, Log Viewer, and automatic email or IM notification on error detection
Value-add add-ons available
InterWeave Payment Gateway
InterWeave Customer Portal
InterWeave Payroll (ADP / Paychex) Integration
Works with your CRM
☁️
Salesforce
Full AR / AP — accounts, contacts, opportunities, products, cases
🔶
Creatio
Full AR / AP — standard and custom objects, workflows
🔗
Other CRMs
Contact us — we integrate with most major CRM platforms
Standard Sage Tables Integrated
Customers Vendors Sales Orders Invoices Estimates Sales Receipts Jobs Items Contacts
Supported Sage editions

Which Sage Edition is right
for your business?

Now your CRM can work seamlessly with Sage Cloud and Enterprise editions. Our configurable, cloud integration solutions are not fixed — we constantly update based on customer conversations to understand needs, refine solutions, and improve offerings. InterWeave supports them all.

Sage Intacct (Construction)
Sage 90
Sage 100Cloud
Sage 100 (Contractor)
Sage 300Cloud
Sage 300 (Construction & Real Estate)
Sage 500Cloud
Sage 400
Sage Business Cloud (Accountants Edition)
Sage 500
Sage 50
Sage BusinessWorks
Sage 50Cloud (Peachtree)
Sage X3
💡

Not sure which Sage edition you use? InterWeave supports the entire Sage portfolio — contact us and we'll identify the right integration configuration for your specific Sage version and business needs.

Sage Product Family — InterWeave Solutions
Your SmartIntegration Awaits

Connect Sage Intacct
to your CRM today.

Automate your AR, AP, inventory, financials, planning, analytics, and HR workflows — with full real-time data flow between Sage Intacct and your CRM. No manual entry. No fragile exports.

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