Sage Intacct and Salesforce: A Model for the Future

Data will drive the economy through the coming decade. Given the imperative to make the most of all the information at hand, it’s alarming to learn that most executives consider this a stumbling point.

According to a recent survey of 1,400 executives, disconnected data is the biggest obstacle to becoming more digitally driven. This issue will only get worse as companies begin collecting more data from more sources, but the solution is simpler than it seems.

Rather than trying to collect every piece of data under a single umbrella, companies are increasingly integrating primary data sources through intelligent APIs. For a great example of how this works, consider the native partnership between Sage Intacct and Salesforce.

Combining Two Industry Leaders

Salesforce leads the CRM space in the same way that Sage Intacct outperforms other financial management solutions. As the primary tools for the sales, marketing, finance, and accounting departments, it’s crucial for them to work seamlessly together. Fortunately, the developers agree.

Thanks to a cooperative agreement between both sides, Salesforce and Sage Intacct integrate directly out of the box as seen above. The integration was pre-built on the Salesforce platform, making it possible to link both systems with little hassle. Fortunately, the out-of-box integration is powerful and can get the job done but may not get you exactly everything you want. Luckily we have developed a tool called AVT Connect that fine-tunes your integration, allowing you to add complex business logic and tie every little detail together. 

This seamless integration isn’t the marquee feature of either solution. However, it may be the most important aspect of both. It enables the kind of enterprise-wide data integration that today’s executives have admitted they need. Best of all, it makes integration easy exactly when it matters most.

Picturing the Integration in Action

When Salesforce and Sage Intacct work as one, it means that when a sale completes in Salesforce it can automatically trigger invoicing, facilitate revenue recognition, or other aspects of accounting. A fully-automated order-to-cash cycle that connects sales and accounting is possible, while giving the best in class functionality to each side of the business.

Integrations can even extend to more complicated arrangements, such as those requiring for project accounting. Since both systems communicate with each other, accountants can look into the CRM when creating and tracking customer projects. Everything improves as a result: efficiency, accuracy, and insight. Efficiencies can compound as both the sales and accounting teams avoid spending countless hours on tedious work of keeping unconnected systems in line.

Beyond transforming two entire departments, the Salesforce and Sage Intacct integration reveals how today’s companies can evolve into tomorrow’s. Moving forward, best-in-class solutions of all stripes will share data with each other and extend their features into all corners of the enterprise. It’s possible now, and it will be essential shortly

If you’re ready to adapt sooner rather than later, let Alta Vista introduce you to Sage Intacct and get you on the path to connecting your future. Fill out our web form, email us at, or give us a call at 855.913.3228 to book a free consultation. At Alta Vista Technology we take pride in being part of your solution.