Sage
Get the most out of your Sage environment with a unified order-to-cash engine that automates billing, collections, rev rec, and reporting.
Overview
The Sage Intacct integration with Tabs automates key billing and revenue processes, including real-time syncing of financial data and automatic generation of invoices. This integration combines the flexibility of Tabs with Sage’s robust ERP system, streamlining sales operations, accounts receivables, and revenue recognition for greater team efficiency.
Integration with Tabs
- Auto-sync critical data including invoices, payments, and customer records between Tabs and Sage.
- Automate revenue recognition processes by syncing deferred revenue journal entries directly into Sage.
FAQs
What information moves between Tabs and Sage Intacct?
Tabs leverages AI to ingest contracts to create Customers, Invoices, and Adjustments into Sage Intacct. Tabs sends invoices to customers and matches payments received and syncs to Sage. Sage Intacct remains your system of record; Tabs keeps your receivables up-to-date.
What does implementation look like and who does the work?
It’s a guided setup run by our team. We connect to your test account first, map customers and items, run a dry run, then leverage our AI contract ingestion to backfill historical contracts before moving to production. Your Admin only needs to provide access and confirm field mappings.
How are mistakes avoided and how do we reconcile?
The integration has built-in safeguards to prevent duplicates, clear error messages if something can’t be posted, and simple retry buttons. Our kanban view shows your draft, outstanding, and sent invoices, with exportable reports so you can tie out sales order -> invoice -> payment -> credit memos during close while keeping up with collections.
Category
- ERPs
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