Sage Intacct is a cloud-based accounting system designed to help businesses manage their finances more efficiently. It automates essential tasks, provides real-time financial insights, and scales with business growth.
In addition to its core features, Sage Intacct offers powerful APIs that allow seamless integration with other tools and customizable workflows. These APIs enable businesses to automate invoicing, reporting, and payment processing, further enhancing operational efficiency.
Key highlights of Sage Intacct APIs are as follows:
- Seamless Integration: You can easily connect Sage Intacct with other business tools like CRM, payroll, or ERP systems for smooth data exchange.
- Automation: These APIs help you automate financial tasks such as invoicing, payment processing, and reporting, reducing manual effort and errors.
- Custom Workflows: They help you create tailored workflows to fit your business needs, enhancing operational efficiency and flexibility.
- Real-Time Data Access: They can be used to access and update financial data in real-time, ensuring accurate and up-to-date information across systems.
- Scalability: These APIs support growing businesses, allowing for the expansion of financial operations without disruptions.
- Extensive Documentation: Sage Intacct provides detailed API documentation that makes it easier for developers to integrate and build custom solutions.
In this article, we’ll explore how Sage Intacct’s APIs can streamline your financial operations, enhance flexibility, and highlight the most commonly used endpoints.
Sage Intacct API Endpoints
Sage Intacct primarily uses a SOAP API for its integrations. The API follows the SOAP protocol and relies on XML for request and response formats, which provides structured and standardized communication. While this means it’s a bit more complex to implement compared to REST APIs, it’s highly secure and reliable, making it well-suited for handling sensitive financial data.
Here are the commonly used Sage Intacct API endpoints, categorized by function:
General Ledger
- Accounts: GLACCOUNT
- Journal Entries: GLBATCH
- Statistical Journal Entries: STATGLBATCH
Accounts Receivable
- Customers: CUSTOMER
- Customer Invoices: ARINVOICE
- Customer Payments: ARPYMT
- Credit Memos: ARADJ
Accounts Payable
- Vendors: VENDOR
- Vendor Bills: APBILL
- Vendor Payments: APPYMT
- Debit Memos: APADJ
Cash Management
- Payments: CMTRANSACTION
- Deposits: CMDEPOSIT
- Charge Card Transactions: CHARGECARD
Project Management
- Projects: PROJECT
- Tasks: TASK
- Project Time Entries: TIMESHEET
- Project Expenses: EXPENSES
Employee Expenses
- Expense Reports: EXPENSEREPORT
- Expense Types: EXPENSETYPE
Order Entry (for Sales and Inventory)
- Sales Orders: SALESORDER
- Inventory Items: INVENTORYITEM
- Inventory Transactions: ICTRANSACTION
Reporting
- Reports: getFinancialReport, getReport
Purchasing
- Purchase Orders: PURCHASEORDER
- Receiving Transactions: RECEIVE
Contracts and Subscriptions
- Contracts: CONTRACT
- Contract Line Items: CONTRACTLINE
- Revenue Recognition Schedules: REVENUESCHEDULE
Inventory and Warehousing
- Warehouse Locations: LOCATION
- Inventory Control: ICITEM
- Inventory Adjustments: ICADJUSTMENT
- Inventory Transfers: ICTRANSFER
Purchasing and Vendor Management
- Vendor Types: VENDTYPE
- Purchase Requisitions: PURCHASEREQUISITION
- Vendor Expense Requests: APADJ
Fixed Assets
- Fixed Assets: ASSET
- Asset Depreciation: DEPRECIATION
- Asset Disposals: ASSETDISPOSAL
- Asset Transfers: ASSETTRANSFER
Banking and Cash Management
- Bank Accounts: BANKACCOUNT
- Bank Reconciliation: RECONCILIATION
- Bank Deposits: BANKDEPOSIT
Human Resources
- Employees: EMPLOYEE
- Employee Time: TIMESHEETENTRY
- Payroll Details: (Integration with payroll systems required)
Tax Management
- Tax Details: TAXDETAIL
- Tax Jurisdictions: TAXJURISDICTION
- Tax Groups: TAXGROUP
Miscellaneous and System-Level
- Attachments: ATTACHMENTS (for managing document attachments across modules)
- Custom Objects: getCustomObject (for custom modules or objects set up within Sage Intacct)
- User Permissions and Roles: USERPERMISSIONS, USERROLE
These additional endpoints provide extensive support for more complex financial, HR, tax, and asset management tasks, allowing businesses to integrate Sage Intacct across diverse operations.
Here’s a detailed reference to all the Sage Intacct API Endpoints.
Sage Intacct API FAQs
Here are the frequently asked questions about Sage Intacct APIs to help you get started:
- How do I verify/troubleshoot my API calls? Answer
- Can I update a statistical journal entry via the API? Answer
- Are there any volume limits around the Intacct API? Answer
- Does Sage Intacct support Pagination? Answer
- What return format should I use for best results when using readByQuery and readMore? Answer
Find more FAQs here.
Get started with Sage Intacct API
Sage Intacct API access is available for integration after a thorough internal review to ensure alignment with your business needs. However, if you’re looking to quickly connect with multiple HR, Accounting, CRM, and more integrations consider using Knit—a single API solution that integrates with all major HR platforms, simplifying your setup process.
To sign up for free, click here. To check the pricing, see our pricing page.
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