Sage Intacct integration + automation

Sage Intacct integrations couldn’t be easier with the Tray Platform’s robust Sage Intacct connector, which connects any services without the need for separate integration tools.

Popular Sage Intacct integrations

Business professionals that want to integrate Sage Intacct with the software tools that they use every day love that the Tray Platform gives them the power to sync all data, connect deeply into apps, and configure flexible workflows with clicks-or-code.

Uses

Finance and Accounting

Category

Finance and Accounting

Connector type

Tray Connector

Triggers

None

Operations

Create account, Create account group, Create budget, Create budget detail, Create contact, Create journal entry, Create order entry transaction, Create reporting period, Create statistical account, Create statistical journal entry

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.

Tray.io is the leader in low-code automation

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Make Sage Intacct Integrations easy

Build any Sage Intacct integration quickly and easily with the Tray Platform. Our visual, low-code builder empowers business users to instantly create seamless API integrations to any other cloud service in minutes, without IT support. Whether you need to connect and flow data between spreadsheets, account records in other applications, static flat files, or any other data source, the Tray Platform is flexible enough to connect your Sage Intacct instance in exactly the way you need.

Connecting to the Sage Intacct API has never been simpler or faster. Our user-friendly interface lets business users drag-and-drop integrations between the Sage Intacct connector and the rest of their tech stack. From there, the Tray Platform lets users flow data between their instance of the Sage Intacct app and any other data source even from custom fields.

Using the Tray Platform, Sage Intacct users also utilize automation to turn formerly time-consuming, manual processes into fast, error-free workflows. Our platform lets business users build workflows that automatically bi-directionally sync records, update statuses and payment records, and make accounting and finance faster and more efficient than ever. 

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Sage Intacct automation for any use case

Use Sage Intacct automation to scale out payroll, order processing, record-keeping, or any other accounting process. Leave the manual data entry and endless filing behind. The Tray Platform gives any business user the power to seamlessly flow data between the Sage Intacct API and the rest of your tech stack or any other data source, even from custom fields. As a result, business users automate all those manual tasks that used to take hours to perform and execute them in moments.

We designed the Tray Platform to connect mission-critical applications like Sage Intacct at the API level, with the flexibility to trigger any operation. In addition, the platform’s full set of data helpers and custom logic operators empower you to build out automated processes that extract, transform, and load your most important financial and accounting data in exactly the way you need to. Now, you can use automation to sync finance records across your stack, auto-process orders and payments, and much more.

With the Tray Platform, business users take their Sage Intacct data farther than ever before. Business users across the organization who need to process any kind of data through Sage Intacct in finance, operations, sales, customer service, use the platform to dramatically increase their efficiency and productivity.

Tray Embedded enables teams to scale and increase retention

Next-level Sage Intacct integrated processes

Even though the low-code Tray Platform is user-friendly enough for business users, it also easily handles heavy-duty data projects for power users. Because the Tray Platform is built on elastic, serverless architecture, it can manage vast quantities of data at scale. 

Our platform is robust enough to run automated workflows with Sage Intacct integrations that execute a variety of sophisticated, multi-step processes. Need to bi-directionally sync sales and customer revenue figures between your CRM and Sage Intacct? Need to dynamically input and auto-update payroll details for your entire company from onboarding to employment status changes to offboarding? Need to process e-commerce operations end-to-end from initial orders to invoicing to payment processing to record-keeping? The Tray Platform is flexible enough and scalable enough to handle all these use cases and many more.

Sage Intacct experts love using the Tray Platform to build powerful automated workflows to manage accounting processes that would otherwise require time-consuming manual work. And since the platform offers enterprise-grade security, including SOC 2 Type 2, as well as compliance with important data privacy regulations such as GDPR and CCPA, IT and technical experts trust the Tray Platform to handle even the most sensitive financial data.

Popular Finance and Accounting Connectors

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Learn about our customers and how they use our easy drag-and-drop interface to build their dream automations.

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The Tray Platform is...

Flexible

Flexible

Connect to anything

Access every endpoint

Automate any event

Easy

Easy

Visual and intuitive UX

Clicks-or-code automation

Collaborative development

Powerful

Powerful

Logical operators

Advanced capabilities

Real-time logs

Scalable

Scalable

Elastic scalability

Parallel processing

Log data storage

Trusted

Trusted

Secure (SOC2 II, GDPR, HIPAA)

Built-in 2FA + full encryption

Role-based access

Resources

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