Use Sage Intacct with AI
Connect nowReport on your accounts.
Finance & accounting
Using Sage Intacct in an agency
Sage Intacct is the accounts system in some groups. The agency use is a report a finance person asked for, not a negotiator clicking around invoices. Draft the commentary. Leave the ledger alone.
What your bots can do
You can connect it now. Bots don’t do work in it yet: these are the actions listed, and each one is switched on after it passes our tests.
- DraftDraft a reminder or summary
- ReadRead permitted records
Before you connect
- Account you’ll need
- A Sage Intacct company
- Who connects it
- Connected once by an admin, for the organisation.
- Approval
- Anything that sends, publishes or changes a record waits for your approval unless you set a policy. Spending needs its own limit.
- Other charges
- Your own subscription, and any charges from the provider, are billed by them.
Questions
What account does Sage Intacct need?
A Sage Intacct company
Will a bot change Sage Intacct without asking?
No. Anything that sends, publishes or changes a record waits for your approval, and you see the account and the text. Connecting an app is not the same as a bot already doing tested work in it. The status on this page is the one to trust.
Is KeyAccess an official Sage Intacct partner?
No. You connect an account you or your agency already have, through Sage Intacct’s own sign-in, where that connection is in the catalogue.