Key Features

Payments

Directly pays bills through connected bank accounts via multiple payment rails including ACH, wire & check

Information Reporting

Clients have full visibility into bank account balances, transaction details, & remittance information

Flagged Vendor Errors

Automatically identifies errors in bill payments when vendor information is inputted incorrectly or missing

User Benefits

View all banking transactions within Sage Intacct, reducing dual-screen accounting and allowing you to move towards a straight-through processing environment

Eliminate transactional dual entry and manual uploads while automating bank reconciliation workflow, saving time and effort for higher value activities

Receive regular updates on bill payments, gaining greater visibility into the payments process and ensuring any issues are immediately flagged and resolved

Allow customers to view which bills were paid by each user, enabling clear levels of accountability

Provide customers with multiple new payment methods: ACH, wire transfers, EMT, & more

Enable access to new use cases being released and deployed with no work required for the customer

User Benefits

View all banking transactions within Sage Intacct, reducing dual-screen accounting and allowing you to move towards a straight-through processing environment

Eliminate transactional dual entry and manual uploads while automating bank reconciliation workflow, saving time and effort for higher value activities

Receive regular updates on bill payments, gaining greater visibility into the payments process and ensuring any issues are immediately flagged and resolved

Allow customers to view which bills were paid by each user, enabling clear levels of accountability

Provide customers with multiple new payment methods: ACH, wire transfers, EMT, & more

Enable access to new use cases being released and deployed with no work required for the customer

How It Works

Pay Invoices

Using our embedded Payables page, pay for open and approved invoices that are created and synced directly within your Sage Intacct environment

Select Payment method

Set your desired payment method for each invoice and select the account to credit from in the Source Account dropdown menu of the confirmation prompt

View Payment Status

Review the payment summary before confirming your payment. Then, view your Payment History for regular updates on payment statuses

Set Up Vendor Profile

Store beneficiary details for multiple payment types for each of your vendors, add further information through Sage Intacct's native functionality, and review your vendor payment details through Payment Methods

Summarize Transaction History

Under Balances & Transactions, view detailed summaries of your account balances in near real-time and scale an infinite number of accounts across any currency

Export As CSV

Export your transactions as a CSV, properly formatted to Sage Intacct for simple account reconciliation

Contact Us

Sage Implementation Experts & Consultants

To learn more or schedule a demo, please reach out to
[email protected]

Sage Intacct Marketplace Partners & Sales Representatives

As per Sage Intacct's Referral Program Guidelines, Sage Intacct Marketplace partners will use their unique referral code to register a lead.

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