A Powerful Technology Pair

Sage Intacct Integrated with Salesforce

Sage Intacct connected to Salesforce links with one of the best-in-class cloud accounting solution with a best-in-class cloud CRM solution giving you a full view of every customer. It allows you to scale and streamline your business processes from end to end – connecting sales, revenue and finance from the initial transaction through reporting, forecasting and billing. Whether you utilize the standard Sage Intacct Connector to Salesforce or require a more advanced integration designed by our experts, your team will benefit from visibility across departments.

Contact Us

Threekit  Case Study
Case Study
Threekit Utilizes Sage Intacct Integrated to Salesforce to Manage their Growing SaaS Company
Learn how a rapidly growing SaaS company leveraged Armanino’s experience and the power of Sage Intacct integrated with Salesforce to scale their business.

Full Featured Value

Key Benefits of Integrating Sage Intacct and Salesforce

Save time and reduce errors by eliminating duplicate data entry between finance and sales
When Sage Intacct is integrated with Salesforce it eliminates the data re-entry and inaccuracies that slow downstream approvals, billing and reporting. The connection of these solutions allows finance to get real-time visibility to customer and transaction data which enable sales and revenue teams to serve customers efficiently and accurately with access to transaction status, billing and payments.
Increase sales team effectiveness with greater visibility into financials
Giving the sales team visibility into Sage Intacct financials ensures information on customers data and orders is accurate and consistent. The sales team can see real-time order status, billing and payments. Plus, an integrated quote-to-cash process minimizes data re-entry and inaccuracies as well as the ability to collaborate with teams through Chatter helping accelerate sales, finance and services processes.
Boost finance team productivity with automation of workflows
Achieve flexible, configurable workflows between sales and finance to support the way you do business. When you integrate Salesforce CPQ and Sage Intacct financials, it allows information to flow seamlessly from quotes or contracts to deliver accurate billing and better customer service.
Read More
Advanced Sage Intacct To Salesforce Integration
Enhancing Your Powerful Solutions
Armanino works with companies to help assess the level of integration needed between Sage Intacct and Salesforce. We map out data connections between the two solutions so you can maximize the ROI while streamlining all your processes. For example, a seamless quote-to-cash process with automatic invoicing and revenue recognition once a sale is completed in Salesforce or Sage Intacct’s Project Accounting module can track customer projects with individual project drill-down capabilities. Let us help you discover the type of integration best suited for your business needs.

Experience and Expertise

For Sage Intacct, Salesforce and Integrations

When you partner with Armanino, you gain our team’s decades of experience working with business applications like Sage Intacct accounting software, Salesforce CRM as well as our understanding of how to connect solutions. Armanino has deep expertise to deliver personalized ERP assessments and roadmaps, strategy and transformation, ERP and CRM implementations, data migration, customizations and beyond.

Accolades and benefits of working with Armanino include:

  • Sage Intacct VAR Partner of the Year: FY 2020, 2017, 2015, 2014, 2013, 2012, 2011
  • Sage Intacct President's Club: FY 2020, 2019, 2017, 2015, 2014, 2013, 2012, & 2011
  • Salesforce registered consulting partner and Salesforce.org certified
  • Jered Cady Award Winner for Leadership Excellence: FY 2019, FY 2016
  • 100% of our Sage Intacct consultants are certified with Sage software
  • Seasoned consultants with industry experience as CFOs, controllers, accounting managers or staff
  • Pre-built, custom integrations and development
  • Dedicated managed services team to proactively enable continued growth
  • Access to Armanino Academy to deepen solution knowledge through training and development
Sage Intacct
Experts
Ryan Prindiville - Director, Consulting - San Ramon CA | Armanino
Partner
Ryan heads Armanino’s Strategy and Transformation, Data Analytics and Solution Architecture functions.

San Ramon, CA
Scott Schimberg - Partner, Consulting - San Ramon CA | Armanino
Partner
Scott leads the cloud solutions implementation teams. He has over 19 years of experience implementing ERP solutions.

San Ramon, CA
Lindy Antonelli - Partner, Consulting - Chicago IL | Armanino
Partner
Lindy is a leader for Armanino's midmarket cloud technology solutions. She has over 25 years of experience.

Naperville, IL
Resources
Sage Intacct News & Tips
Will and Jada Pinkett Smith’s Westbrook Delivers the Future of Content
Case Study
Expert business management and technology services help the media firm manage enormous growth.

June 16, 2021
Case Studies
Case Study
Threekit improved its reporting to align with its international growth by implementing Sage Intacct and integrating it ...
Case Studies
Case Study
Leading construction SaaS company Dexter + Chaney eliminated manual processes by partnering with Armanino to deploy Sag...
Need to Talk?

We're Here For You

If you have any questions or just want to reach out to one of our experts, use the form and we'll get back to you promptly.