How Sage Intacct Smart Rules and Smart Events to keep finance running smoothly

You dread manual tasks, but your accounting process is full of them. This is one of the biggest reasons many companies make the switch to the cloud. Automating your processes seems like a no-brainer, right? Then why wait?

Here’s one of my favorite examples of how moving to Sage Intacct doesn’t just modernize your accounting system, it simplifies your work life. Two tools, Smart Rules and Smart Events. let you build automation and guardrails right into your daily workflow, without writing heavy code or hiring developers.

Smart Rules: guardrails that prevent mistakes

Smart Rules validate data as it’s entered, stopping mistakes before they’re saved. They’re your “quality control” built directly into Sage Intacct.

Here are a few examples pulled straight from real-world setups:

• Prevent journal entries from posting if they’re out of balance.
• Block AP bills from being entered with dates in a closed period.
• Require a customer to be selected on AR invoices.
• Stop time entries from being submitted when hours exceed a set daily limit.

The best part? You get the error right when they save the transaction. No messy cleanup later, no “how did this get through?” conversations at month-end.

Smart Events: automation that keeps things moving

If Smart Rules prevent bad data, Smart Events keep your workflows in motion. They trigger an action whenever certain conditions are met, like sending a notification or creating a task.

Examples include:

• Email a manager automatically when an AP bill over $5,000 is submitted.
• Alert the finance team when a journal entry exceeds a defined threshold.
• Send a notification when a customer’s credit limit has been reached.
• Trigger a task for review if a purchase order exceeds budget.
  
  

These automations replace manual follow-ups, ensuring the right people are notified right away without extra work from your team.

Why it matters

Smart Rules and Smart Events turn everyday accounting into a smoother, less error-prone process:

• Data is validated at the source
• Policy checks are enforced automatically.
• Manual reminders and follow-ups are eliminated.
• Finance stays focused on insight instead of cleanup.

I’ve seen companies save hours each month just by putting the right Smart Rules and Smart Events in place.

See it in action

In this short demo, I’ll show you how to set Smart Events and send email notifications.

Smart Rules and Smart Events may not be flashy, but they’re powerful. They keep your data clean, your workflows efficient, and your team free from manual tasks that waste time.

👉 Book a demo and let’s talk through how Sage Intacct could make your processes simpler and more reliable.