Sage Intacct Connector

Enable workflows to automate connected financial accounting and reporting.
Connector Type
Premium Connector
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Accelerate financial reporting with increased visibility into your real-time performance.

Sage Intacct and Workiva work together to help you easily consolidate financial reporting and analysis, while ensuring confidence in numbers and reducing the cost of compliance. With the Sage Intacct connector, you can use commands in a chain to interact with the Sage Intacct platform.

Key Features
  • Bi-directional connectivity to manage objects in Sage Intacct
  • Automated custom reporting in Sage Intacct
  • Streamlined retrieval of trial balances, dimensions, and dimension relationships

Intacct is a trademark of Sage Intacct, Inc.

Compatible Solutions
To use this item, your organization needs to have purchased one of the following solutions.
Annual & Interim Financial Reporting
Budget & Forecast Reporting
CFO Deck
Financial Statements
Flash & KPI Reporting
Global Statutory Reporting
Government Financial Reporting
Government Management Reporting
Management Reporting
SEC Reporting
SEC/Annual & Interim Financial Reporting Solution
SEDAR Reporting
Statement of Cashflows Preparation
ESEF Reporting
Pricing
One premium connector included with Wdata subscription
Support and Documentation

Frequently Asked Questions

The Sage Intacct connector uses Sage Intacct’s Web Services API. This API allows you to create and manage objects, run and retrieve custom reports, and list dimensions and dimension relationship.
Your Sage Intacct admin will need to provide the company ID of the entity to connect to, credentials of the user that the connection will use, and the sender credentials from the Web Services user that has access enabled to the API.
All documentation for Sage Intacct is located at https://support.workiva.com/hc/en-us/sections/360009753311-Sage-Intacct-