Sage Intacct

Sage Intacct is a cloud-based enterprise resource planning (ERP) and financial management platform designed for mid-market and large organizations. It provides comprehensive tools for accounting, cash management, accounts payable, accounts receivable, inventory, and project-based operations across the entire enterprise.

This integration enables AI agents to access and manage financial data, process transactions, query accounts, manage vendors and customers, track inventory, and automate financial workflows across Sage Intacct's complete suite of modules.

Capabilities

• Access General Ledger accounts, journals, and financial reporting
• Manage Accounts Payable (vendors, bills, payments)
• Manage Accounts Receivable (customers, invoices, collections)
• Control inventory and warehouse management
• Process employee expense reports and reimbursements
• Track projects and allocate resources
• Execute cash management and bank transactions
• Perform multi-entity consolidation

Resources

• Sage Intacct Developer Portal
• XML API Reference
• Web Services Documentation