Sage Intacct and Mindbody integration + automation

Sage Intacct and Mindbody integrations couldn’t be easier with the Tray Platform’s robust Sage Intacct and Mindbody connectors, which can connect to any service without the need for separate integration tools.

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Sage Intacct and Mindbody Connector Details

Sage Intacct

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UsesFinance and Accounting

CategoryFinance and Accounting

Connector TypeTray Connector

Operations

Create account groupCreate billCreate accountCreate budgetCreate budget detailCreate contactCreate expense reportCreate journal entryCreate order entry transactionCreate reporting periodCreate statistical accountCreate statistical journal entryand 53 more...

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Mindbody

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UsesSales, Marketing

CategoryCustomer Relationship Management (CRM)

Connector TypeTray Connector

Operations

List class visitsList classesAdd appointmentAdd client to classList clientsAdd client to enrollmentCreate clientList client servicesList locationsList session typesRaw HTTP Request (Advanced)Remove client from class

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Tray.io gave us efficiency by facilitating automation and centralizing info, so we could scale more quickly and focus valuable resources on more-strategic tasks across finance, operations, marketing, and customer success. It also gave us greater visibility into our business.
Jonathan Tartell, CPA VP of Operations and Finance