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Powerful Purchase Order Management and Invoice Authorization For Sage Intacct

Control, track, and report on spend easily. Approve purchase orders with real-time budget visibility to make efficient decisions. Streamline approval workflows with cloud access to approve across locations or outside the office. Automate AP with OCR and AI technology. All without increasing your Sage Intacct user count.

Sage Integration

How It Works

1

Speak with our Integrations Team

Sage Intacct is a cloud based solution and there are API integration options available. We have found the best approach to integration is to use customized exports but our integrations team will work with you to find the best option to integrate with your Sage Intacct account.

Sage Connect To PLANERGY

2

Powerful Purchase Order Management

Request, approve, and manage purchase orders efficiently from anywhere on any device in PLANERGY’s cloud app with no user access to Sage Intacct required.

3

Accounts Payable Invoice Matching Automation

Match invoices against the POs in PLANERGY to eliminate incorrect payments from fraud or manual error with full tracking of all records and relevant documents.

4

Sage Integration - Post Invoices

Authorized Invoices in Sage Intacct

Push invoices to Sage Intacct using a custom export and the standard Sage Intacct invoice import routine. No manual entry and only invoices that have been authorized for payment will queue for export. Data is imported but still editable by your accountant before they process the payment.

Why Use PLANERGY with Sage Intacct

Purchase Order Management with Powerful, Customizable Approval Workflows

Control, track, manage, and report on spend efficiently from anywhere. Automate the process and ensure compliant purchasing.

Budget Management

Budget Control and Spend Management

Manage expenditure against your budgets ensuring no overspends and give your purchase approvers remaining budget information to make better decisions faster.

Automatically Enforce 2- or 3-Way Matching Compliance

Match invoices against purchase orders and delivery slips to ensure accurate, fast, and effective invoice processing. Only authorized invoices go to Sage Intacct for payment.

Centralize Your Processes and Remove Paper or Excel Based Problems

Store all your data and documents in one powerful cloud based procurement app accessible from anywhere. Remove the opportunity for manual errors and lost data tripping you up.

Track and Categorize Spend Easily

GL Code, projects, departments, user, supplier, and even optional custom fields give you all the information you need. Our powerful filterable, exportable, and customizable reports engine puts all the data at your fingertips at the push of a button.

Leave Sage Intacct to Your Accounting Team

Keep access separate so you only need to give access to Sage Intacct to your accountants and finance team while PLANERGY’s powerful user permissions engine allows you flexibility to control access for everyone involved in the procurement process.

Spend Management and AP Automation Software for Sage Intacct

Fits into current workflows by seamlessly integrating with the software you use already