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Sage Intacct

Checkbook offers a robust integration with Sage Intacct, a leading cloud-based accounting software known for its sophisticated financial management capabilities. This integration enables businesses using both platforms to streamline their payment workflows, automate data synchronization, and maintain accurate financial records with greater efficiency.

Sage Intacct and Checkbook are seamlessly integrated using the GUMU™ Cloud framework, thus leveraging a unified solution for Sage Intacct users. The integration is hosted on a cloud framework, which processes the data in real-time with minimum installation and configuration required. Without the hassle of disrupting existing payment entry and approval processes of Sage Intacct, businesses can deploy the most effective and secure method to make payments.

Key Benefits

Seamless Payment Initiation: Initiate payments (e.g., vendor payments, expense reimbursements) directly from within Sage Intacct, eliminating the need to switch applications.

Automated Data Synchronization: Comprehensive payment details, including vendor information, payment amounts, dates, statuses, and potentially payment links or confirmation IDs from Checkbook.io, are automatically synced back to Sage Intacct.

Real-time Payment Visibility: Gain up-to-date visibility into the status of your Checkbook.io payments directly within your Sage Intacct environment.

Enhanced Reconciliation: The integration facilitates smoother and more accurate reconciliation by automatically matching payment transactions from Checkbook.io with corresponding records in Sage Intacct.

Improved Efficiency: Automate the end-to-end payment process, reducing manual data entry, minimizing errors, and freeing up valuable time for your finance team.

Centralized Financial Management: Manage your payment operations and maintain accurate financial records within a unified system.

Enhanced Audit Trails: Maintain comprehensive and easily accessible records of all payment activities within Sage Intacct.

How It Works

  1. Connection and Authorization: Establishing a secure connection between your Checkbook account and your Sage Intacct instance, leveraging API keys for secure authentication.

  2. Payment Initiation in Sage Intacct: Users initiate payment processes within Sage Intacct, triggering the creation and sending of payments through Checkbook based on the configured mappings.

  3. Payment Processing via Checkbook: Checkbook securely processes the payments according to the chosen method (e.g., printed check, ACH transfer, mailed check).

  4. Status Updates and Data Write-Back: Checkbook sends real-time updates on payment statuses and detailed transaction information back to Sage Intacct, updating the relevant payment records, journal entries, or other designated objects.

  5. Automated Reconciliation Support: The detailed payment information synced to Sage Intacct simplifies the bank reconciliation process by providing a clear audit trail of outgoing payments.

Additional information regarding the integration can be viewed in our video guide:

Installation

For setting up and configuring the Checkbook integration with Sage Intacct, contact our integration partner  to get started

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