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Intacct Salesforce Integration


Sage Intacct & Salesforce integration

The power couple—finance and sales connected.


Automation and productivity


Save time

Save time and reduce errors by eliminating duplicate data entry between finance and sales.
business needs

Greater visibility

Increase sales effectiveness by providing greater visibility into the financial impact of their activities.
profit margins

Increase productivity

Increase accounting and finance productivity with automated workflows.

The best-of-breed cloud solution for connecting finance and sales

Sage Intacct offers pre-built integration with Salesforce to give you a best-in-class financial management platform with the best-in-class Salesforce cloud CRM platform. This delivers a seamless integration and alignment to improve productivity, fuel growth, and accelerate revenue.

Together, Sage Intacct and Salesforce give you a complete view of every customer, streamlined accounting workflows, and a smarter quote-to-cash process. The powerful combination of Sage Intacct and Salesforce also creates productive communication between the department that makes the numbers and the department that manages them. Watch this webinar to learn how to connect finance and sales across your quote-to-cash process.

Point-and-click Salesforce integration

It’s easy to integrate Salesforce with the Sage Intacct financial management platform. That’s because our CRM integration was prebuilt on the Salesforce platform. You won’t need expensive third-party integration, IT support, or custom consulting. With the Sage Intacct cloud financial management platform, you just point, click, and connect.


No more blind spots with Salesforce integration

Help your sales teams turn opportunities into orders with a single click or verify pricing in real time—all from within your Salesforce CRM solution. With Sage Intacct Collaborate, your sales reps and managers can easily communicate with finance using Salesforce Chatter—embedded within Sage Intacct—to easily expedite approvals, discuss and resolve exceptions to order management processes, and clarify accounting policies.


Gain valuable insights, reduce costs and grow your business faster with our guides.


Traction on Demand – customer video

Learn how Traction on Demand improved cash forecasting from 10% to 3% with Sage Intacct, while accelerating invoicing by 60%.

Salesforce Integration datasheet

The Sage Intact CRM integration brings together the best in class financial management solution with the industry-leading cloud CRM solution, Salesforce.

Mothers Against Drunk Driving – customer video

Hear how Mothers Against Drunk Driving (MADD) transformed their organisation with the Sage Intacct Salesforce integration, spending less time and money on compliance so they can focus on MADD’s mission.

David Novak, Controller

Because of the great integration with Salesforce, our new sales flow right into Sage Intacct seamlessly. Sage Intacct then creates the initial invoice, which we can easily turn into a recurring invoice for perpetuity.

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Please complete the form to access the datasheet

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Please complete the form to access the video

By submitting this form, you agree to be contacted with marketing communications.