Instant Sage Intacct
workflow automation

Integrate Sage Intacct with your business apps and design interactive workflows in minutes.

So you can instantly automate repetitive work without writing code, save time and boost productivity.

Supercharge your Sage Intacct replaces repetitive work with automated workflows that check in with you for direction when human decisions are required.

Automate your manual work

Every day you need to do the same manual tasks. We integrate your existing apps and automate repetitive work. So you can focus on things that matter.

  • Create human tasks for important decisions
  • Document processes as collaborative workflows
  • Design online forms with the built-in form builder
  • No coding required, automate workflows in minutes

Triggers & Actions

Trigger is an event that starts your automation. Action is what automation will perform.

No triggers yet.
Get AR Advance
Retrieves an AR Advance.
Get AR Payment
Retrieves an AR Payment.
Get AR Adjustment
Retrieves an AR Adjustment.
Get Order Entry Transaction
Retrieves an Order Entry Transaction.

Ready to start your automation journey?