Sage Intacct Connector

Enable workflows to automate connected financial accounting and reporting.

Connector Type

Systems of Record

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illustration showing data flowing from sage intacct and workiva into documents

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.

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Compatible Solutions

To use this item, your organization needs to have purchased one of the following solutions.

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Pricing

Wdata subscription required. Additional fees may apply.

Support and Documentation

Setup
Commands
Working in Wdata

Frequently Asked Questions

What types of commands can I add to my Chain with the Sage Intacct connector?

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.

What information will I need to collect from my Sage Intacct administrator so I can use these commands in my Chain?

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.

Where can I get more information about using Sage Intacct commands within my Chain?

All documentation for Sage Intacct is located at https://support.workiva.com/hc/en-us/sections/360009753311-Sage-Intacct-

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Sage Intacct Connector

Accelerate financial reporting with increased visibility into your real-time performance.

Frequently Asked Questions

What types of commands can I add to my Chain with the Sage Intacct connector?

What information will I need to collect from my Sage Intacct administrator so I can use these commands in my Chain?

Where can I get more information about using Sage Intacct commands within my Chain?

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