Integrations

Beanworks +
Sage Intacct

Beanworks integrates with Sage Intacct to save your accounting team from slow and error-prone paper processes. Beanworks helps you eliminate 83% of data entry and streamlines the AP workflow so your team can spend less time on tedious tasks and chasing approvals. With AP managed in one central platform, finance leaders can gain better visibility into payables at any time, and make more informed decisions with real-time data.

Sage Intacct Integration

Hear From Sage Intacct Customers and Partners

“The great thing about both systems being integrated is that when you do something in Beanworks, it automatically flows over to Intacct and vice versa. They talk back and forth to each other and it makes the process easy and simple.”

Bill F., Controller/CAO, Home Point Financial

Syncing Icon

Syncing

Syncing Icon

Syncing

Sage Intacct Beanworks Logo
Vendors

Sync to Beanworks
Accounts

Sync to Beanworks
Allocation

Sync to Beanworks
Base Currency

Sync to Beanworks
Item

Sync to Beanworks
Location

Sync to Beanworks
PaymentTerm

Sync to Beanworks
Post Status

Sync to Beanworks
Transaction Currency

Sync to Beanworks
Payments (Created in Sage)

Sync to Beanworks
Sync to Sage Intacct

AP Invoices
Sync to Sage Intacct

Payments (Made through SageAPA)

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Features

Features Icon

Features

  • Code multi-currency invoices
  • Match imported payments to invoices
  • Pay invoices through Beanworks
  • Sync error functionality

More efficient, paperless AP

Beanworks enhances your Sage Intacct experience by taking care of data entry, consolidating payables for multiple companies, and streamlining POs to payments. With end-to-end accounts payable automation, you can trust that AP controls are in place, find invoices instantly, and free up your team’s time for higher-value work.


FAQs about Beanworks' integration with Sage Intacct

We import any list needed to create an AP invoice in Beanworks such as vendor, GL account, item, location, base currency, transaction currency etc...

Connecting Beanworks to Sage Intacct only takes a few minutes, once you’ve completed the setup the synchronization will occur automatically every 2 hours. It’s possible to initiate an ad hoc sync whenever you like, at the click of a button. Invoice and payment data will sync instantly into Intacct on export.

Since Beanworks has a true multi-entity experience you can connect to your top entity and lower level entities in a single instance of Beanworks, meaning that you can view invoices coded to multiple different entities at different levels in a single view.

Not currently but you can create purchase orders in our own purchase order module.

Yes, our integration has two methods for marking payments completed through Beanworks as paid in Intacct. Your customer service manager will suggest the ideal method for your companies workflow.

Yes, provided we integrate with your ERPs, we can integrate each ERP into a single Beanworks account. Beanworks has a true multi-entity experience so that you can view invoices, POs and Payments from multiple entities in a single consolidated view.

Using the approval delegation feature, you have the ability to temporarily swap an approver for another approver for a period of time set by you so that invoices and purchase orders can continue on their approval workflow.

Using the approval delegation feature, you have the ability to permanently replace an approver with another approver so that any invoice or purchase orders can continue on their approval workflow. Once a permanent delegation is set, you can deactivate the approver.

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