Streamlined Workflow
Centralize your project management and accounting information to reduce time spent navigating multiple systems and create a more streamlined workflow.
INGENIOUS.BUILD and Sage Intacct Integration
Why INGENIOUS.BUILD and Sage Intacct?
Time and Cost Savings
Automating data transfer saves significant time previously spent on manual data entry and verification, reducing overall administrative costs.
Reduced Errors
Manual data entry often introduces human error. Automating data sync ensures far greater accuracy and reliability across both systems.
Better Vendor Management
Synchronizing vendor data across systems enhances management of vendor relationships—from contract negotiation to payment—boosting overall efficiency in vendor management.
Enhanced Communication
Shared access to information enables real-time communication between teams, fostering a more collaborative and efficient work environment.
Improved Decision- Making
Access to real-time, synchronized information enables more informed and timely decision-making.
How it works?
Once the integration is established and fields are mapped between INGENIOUS.BUILD and Sage Intacct, approved invoices sync from INGENIOUS to Sage Intacct AP Invoices straight away. When an invoice is paid within Sage Intacct, its status in INGENIOUS updates automatically, within 4 hours.
| INGENIOUS.BUILD | Data Flow | Sage Intacct |
|---|---|---|
| Invoices | syncs to | AP Invoices |
| Invoice Status | is synced from | AP Payments |
| Accounting Cost Codes | is synced from | Cost Codes |
| Projects | is synced from | Projects (Jobs) |
| Companies | is synced from | AP Vendors |
| General Ledger | is synced from | General Ledger |
| Change Orders | syncs to | Change Orders |
| Budget | syncs to | Budget Line Items (Estimates) |
| Budget Changes | syncs to | Budget Revisions |
| Contracts | syncs to | Contracts/ POs |
FAQs
Are you adding more functionality to this integration?
We are continuously evaluating and adding new fields to our integrations. If you have a critical field you need added in order to make this integration function, please reach out to our Integrations team at integrations@ingenious.build.
Is the Sage Intacct Job Cost module required?
Yes, the Sage Intacct Job Cost module is currently required for INGENIOUS.BUILD.
How often does the integration process information?
Invoices sync to Sage Intacct as soon as they're approved in INGENIOUS.BUILD. Payment status, company vendors and company entities or ledgers are pulled in from Sage Intacct every 4 hours.
Are there any notable unsupported items with this integration?
Tax Categories, Purchase Orders, and Materials Tracking are not supported by this integration.
Will the integration sync previous project data?
Projects, Companies, and Cost Codes can be linked between INGENIOUS.BUILD and Sage Intacct regardless of their start date. However, only new invoices, budgets, contracts, and change orders will be synced.