Sage Intacct

AP and expense automation aligned to Sage Intacct entities and dimensions.

Stream connects invoice and expense workflows to Sage Intacct entities, vendors, dimensions (department, location, project, class and custom), purchasing transactions and AP bill posting.

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AP, Expense and ProcurementMaster-data validationVisible error resolution

Sage Intacct integration map with entities, dimensions and AP bills — Entities, dimensions and AP bill creation for Sage Intacct.

What synchronizes

How Stream and Sage Intacct exchange data

Master data flows in so every invoice, expense and purchase order is validated before it posts. Approved transactions flow out with attachments, approval status and posting results.

Inbound from Sage Intacct

Entities: Top-level and entity-level context with entity-specific rules in Stream.
Vendors: Vendor records and terms, refreshed on schedule.
Dimensions: Department, location, project, class, customer, item and user-defined dimensions.
Chart of accounts: Accounts Stream predicts against.
Purchasing transactions: POs and receipts for matching.
Periods: Closed periods respected.

Outbound to Sage Intacct

AP bills: Approved invoices become AP bills with lines and dimensions.
Attachments: Supporting documents on the bill.
Approval status: Written back for audit.
Posting: Post automatically or hold for review.
Bill state and payment: Flow back to Stream.

Capabilities

What the Sage Intacct integration handles

Sync direction, frequency and posting policy are agreed during discovery and can differ by entity.

Multi-entity

Entity-specific mailboxes, rules and approvals.

Integration error handling

Intacct validation errors surfaced, assigned, fixed and retried in Stream.

Expense posting

Approved expense reports post with category mapping.

Purchasing context

PO and receipt data used during matching.

Web Services integration

Built on Intacct Web Services with a dedicated sender and user.

Custom fields

Carried through capture and coding.

Error handling

When the ERP says no, AP fixes it in Stream

Every posting attempt is logged. A rejected posting shows the ERP's own message, is assigned to an owner, corrected in Stream and retried. Nothing is re-keyed in the ERP and the trail is preserved.

Integration retries and visible resolution

Automatic retries for transient conditions such as a period that has just closed
Business errors (blocked dimension, missing vendor, invalid combination) assigned to a named owner
Fix in Stream, retry, and see the ERP document number come back
Integration status on every invoice and on the dashboard

See integration monitoring on the platform page →

ERP integration status with master data sync, postings, retries and an error assigned to an owner — Master data sync, postings and retries, with ERP errors shown in Stream, assigned and resolved without re-keying.

Implementation

Implementing Stream with Sage Intacct

Discovery confirms records, fields, direction of sync, validation, posting policy and exception ownership before configuration begins. The 45-day go-live guarantee applies to a scoped implementation.

1Discover records

2Map fields & dimensions

3Define controls

4Build & secure

5Validate scenarios

6Go live & monitor

Implementation methodology and support model

Questions

Sage Intacct integration FAQs

Can Stream post to multiple entities?

Yes, with entity-specific configuration in one Stream instance.

Next step

Evaluate Stream with Sage Intacct

Bring your entity structure, dimension model, PO mix and posting policy. We will walk through the integration design and show it on a representative invoice.

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