Sage Intacct connector

Use your Sage Intacct data for reporting, automation and AI.

Data Panda brings your Sage Intacct data together with the data from the rest of your business. From one place, we turn it into dashboards, automations, AI workflows and custom apps your team uses every day.

Sage Intacct

About Sage Intacct

The mid-market accounting platform that the AICPA picked.

Intacct was founded in 1999 in San Jose, California and acquired by Sage in 2017 for US$850 million. Inside the Sage line it is the cloud mid-market financial management product, sitting above Sage Accounting (cloud SMB), Sage 50 (desktop) and Sage 200 (mid-tier on-prem). It is the only accounting and financial management solution preferred by the AICPA, which still drives a meaningful share of its US accounting-firm install base. Modules cover general ledger, AR, AP, cash management, multi-entity and multi-currency consolidation, project accounting, contracts and revenue recognition (ASC 606), spend management and planning.

Sage Intacct earns its keep on dimensional reporting and on revenue recognition. The general ledger keeps a small chart of accounts and pushes the cut by location, department, project, customer and class onto each transaction as a dimension, so a services or SaaS group reporting on twenty business lines does not end up with a four-digit chart of accounts. Pulling Intacct into a warehouse is the moment that dimensional model meets Salesforce opportunity data, Stripe billing and HubSpot pipeline. The group P&L sits next to the deferred revenue waterfall and the project margin, on one timeline, and the controller in the slowest entity stops being the gating step on the close.

What your Sage Intacct data is for

What you get once Sage Intacct is connected.

Dimensional and consolidated reporting

Group P&L by dimension across entities, with revenue recognition and project margin on the same view.

Group P&L by location, department, project and class
Deferred revenue waterfall tied to ASC 606 schedules
Project margin per customer with billed-versus-recognised gap

Cross-system automation

Keep Intacct in sync with the commercial and billing systems around it.

Salesforce closed-won into Intacct contracts and invoices
Stripe subscription events into Intacct revenue schedules
HubSpot deals into Intacct customers and draft invoices

AI workflows

Use Intacct history for forecasting and risk scoring that the standard packs do not draw.

Cash-collection forecasting on AR aging and customer behaviour
Project-overrun prediction from time, expense and milestone data
Anomaly detection on dimension coding errors

Custom apps on your data

Internal tools on Intacct data for people who should not need an Intacct seat.

Project-manager workbench with WIP and recognised revenue
Group CFO dashboard that survives the consolidation lag
Customer-health view tying contracts, billing and tickets together

Use cases

Use cases we deliver with Sage Intacct data.

A list of concrete reports, automations and AI features we have built on Sage Intacct data. Pick the one that matches your situation.

Group consolidated P&LAcross Intacct entities and currencies, FX handled at Intacct's own rates.

Dimension-level marginRevenue and cost by location, department, project and class.

ASC 606 revenue waterfallDeferred revenue unwind tied to contracts and Stripe events.

Project profitabilityBilled-versus-recognised-versus-cost gap per project.

Working capital pictureAR, AP and unbilled WIP aging on one timeline.

Subscription cohort viewMRR, expansion and churn against Intacct revenue schedules.

Spend by dimensionAP analysis cut by department and project, not just vendor.

Intercompany balance checkMismatches between Intacct entities, flagged before close.

Budget versus actualPlan against actuals per entity and dimension.

Close-calendar trackingClose tasks per entity, with bottlenecks visible.

Real business questions

Answers you will finally get.

Are dimensions coded consistently across entities, or is the group P&L hiding drift?

Every Intacct dimension on every transaction lined up across entities, with the rules each controller applied visible side by side. Catches the project, department or class that is being booked differently in entity A and entity B before the group consolidation papers over it.

Does the deferred revenue waterfall match what Stripe and the contracts say?

Intacct revenue recognition schedules sit next to Stripe subscription events and the underlying contract terms in the warehouse. The gap between scheduled revenue, billed cash and the contract obligation is one query, not a quarterly reconciliation file emailed to the auditor.

Where is project margin being made?

Billed amount, recognised revenue, time-and-expense cost and remaining backlog per project, with a clean view of the gap between what the contract entitles, what Intacct has booked and what the project is costing. Reveals the engagement that looks healthy on revenue and is bleeding on hours.

Value for everyone in the organisation

Where each function gets value.

For finance leaders

Dimensional consolidation, ASC 606 waterfall and intercompany drift across Intacct entities, refreshed daily. The group close stops waiting on the entity controller still hand-rolling a journal at the end of the fifth day.

For sales leaders

Pipeline-to-contract-to-recognised-revenue tracked from Salesforce or HubSpot through Intacct contracts and revenue schedules. Sales sees which deal types stretch the cycle from closed-won to recognised, not just the ones that book.

For operations

Project WIP, time-and-expense burn and milestone billing per project and customer. Delivery leads see the engagement going sideways before the next status meeting, on the same data finance reads.

Ideas

What you can automate with Sage Intacct.

Sage Intacct

Pair with Salesforce

Turn Salesforce closed-won into Sage Intacct contracts and invoices

Closed-won Salesforce opportunities push into Intacct as customers, contracts and invoices in the right entity, with dimensions (location, department, project, class) coded from the opportunity. Contract status and billed amount flow back to the opportunity, so sales and finance read the same revenue schedule from booked to recognised.

Sage Intacct

Pair with Stripe

Feed Stripe subscription events into Sage Intacct revenue recognition

Stripe subscription starts, upgrades, downgrades, churn and refunds push into Intacct as events on the ASC 606 revenue schedule. Deferred revenue unwinds on the Stripe-confirmed billing cycle, the project or contract dimension stays on every line, and the auditor sees one consistent waterfall instead of two reconciliations.

Sage Intacct

Pair with HubSpot

Hand HubSpot deals to Sage Intacct as customers and draft invoices

Closed-won HubSpot deals create or update Intacct customers and prepare draft invoices with the right entity, currency and dimension coding. Marketing reports ROI against booked Intacct revenue, not against deal-stage value that never recognises.

Sage Intacct

Pair with Exact Online

Sync Sage Intacct with a Belgian or Dutch entity on Exact Online

For groups running Sage Intacct in the operating company and Exact Online in a Benelux subsidiary, we align chart of accounts and dimensions, sync customer and supplier masters, and push journal totals between the two. One consolidated group P&L without re-keying invoices, with the Belgian VAT detail kept in Exact Online and the dimensional view kept in Intacct.

Your existing tools

Your data lands in a warehouse. Your BI tools read from it.

You keep the reporting tool you already have. We connect it to the warehouse where your Sage Intacct data lives.

Power BI Microsoft

Fabric Microsoft

Snowflake Data warehouse

BigQuery Google

Tableau Visualisation

Excel Sheets & pivots

Three steps

From Sage Intacct to answers in three steps.

Connect securely

OAuth authentication. Read-only by default. We sign a DPA and your admin keeps the keys.

Land in your warehouse

Data flows into your warehouse on your schedule. Near real time or nightly, your call. You own the data.

Reporting, automation, AI

We build the first dashboard, workflow or AI feature with you, then hand over the keys. Or we stay on for ongoing delivery.

Two ways to work with us

Pick the track that fits how you work.

Track 01

Self-serve

We set up the foundation. Your team builds on top.

Sage Intacct connector configured and running
Warehouse set up in your cloud account
Clean access for your Power BI, Fabric or Tableau team
Documentation on what's in the data model
Sync monitoring so you're warned before reports break

Best fit Teams that already have a BI analyst or data engineer and want to own the build.

Track 02

Done for you

We build the whole thing, end to end.

Everything in Self-serve
Dashboards built to the questions your team actually asks
Automations between your systems
AI workflows scoped to real tasks your team runs
Custom apps where a dashboard does not cut it
Ongoing delivery at a pace that fits your team

Best fit Teams without in-house BI or dev capacity. You tell us what you need and we deliver it.

Before you book

Frequently asked questions.

Who owns the data?

You do. It lands in your warehouse, on your cloud account. We don't resell or aggregate it. If you stop working with us, the warehouse stays yours and keeps running.

How fresh is the data?

Near real time for most operational systems. For heavier sources we schedule hourly or nightly. You pick based on what the reports need.

Do I need a warehouse already?

No. If you don't have one, we help you pick one and set it up as part of the first delivery. Common starting points are Snowflake, Microsoft Fabric, or a small Postgres start.

Is this the same as Sage Accounting, Sage 50 or Sage 200?

No. Sage Intacct is the cloud mid-market financial management product, originally founded in 1999 as Intacct and acquired by Sage in 2017. Sage Accounting is the cloud SMB book (with its own connector in our catalogue), Sage 50 is the long-running desktop SMB line, and Sage 200 is the on-prem mid-tier product mostly sold in the UK and Ireland. This connector only covers Sage Intacct.

Are Intacct dimensions preserved in the warehouse?

Yes. Location, department, project, customer, vendor, employee, class and any custom dimension you defined come across as first-class columns on every transaction line, not just on the GL summary. Dimension-level P&L, project margin and spend-by-department analysis works against the same dimensional cut Intacct stores.

GDPR-compliant

Data stays in the EU

You own the warehouse

A first deliverable live in four to six weeks.

We review your Sage Intacct setup and the systems around it. Together we pick the first thing worth building.

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