IntegrationsRapid Sage Intacct + Office 365 integrations
Rapidly scale your mission-critical accounting and file-sharing processes with robust Microsoft Office 365 + Sage Intacct integrations on the Tray Platform. Anyone can use our low-code platform to stand up game-changing integrations in minutes, without relying on IT. Just use our 100% visual, drag-and-drop builder to connect MS Office, Sage Intacct, and any other important software in your tech stack.
Looking for Microsoft Office 365 + Sage Intacct connectors to take full control of your ERP and workplace productivity data? The Tray Platform makes it easy for you to flow your documents and finance data anywhere you need. Our intuitive interface empowers you to bi-directionally sync any data source at the API level, including flat files (such as CSVs), spreadsheets, FTP, email, webhooks, and any cloud application—even using data within custom fields.
Easy integrations are only the beginning. You can also use our platform to build custom Microsoft Office 365 + Sage Intacct automation to unify your finance, payment, user, and file data. Get the absolute most out of your digital files and accounting processes with dynamic, multi-step workflows. Now, you can spend less time on manual work and more time on strategic projects such as forecasting and driving employee efficiency.
AutomationFlexible Office 365 + Sage Intacct automation
With the Tray Platform, anyone can deeply connect Office 365, Sage Intacct, and any other tool to trigger a limitless variety of operations. Now, you can flow spreadsheet, document, email, presentation, invoice, expense, and other data across any of your go-to applications. You can accelerate quote-to-cash approvals by syncing information for closed-won deals with your ERP and any other tool. Or, you can expedite bookkeeping by bulk exporting spreadsheet data into your ERP.
Business users in finance, accounting, IT, revenue operations, HR, e-commerce, and many other departments across the organization rely on our platform to deploy business-critical Microsoft Office 365 + Sage Intacct automation. We offer a full library of pre-built connectors, data helpers, and custom logic operators so you can design customized automation for any use case.
Use the Tray Platform automation to tightly connect Sage Intacct, Microsoft Office, and any tool in your tech stack, including your ERP, HR tool, payments platform, e-commerce software, project management tool, digital asset management platform, helpdesk, and more.
Use casesOn-demand Office 365 + Sage Intacct use cases
The Tray Platform is user-friendly enough for business users to rapidly deploy custom integrations. Technical users also rely on our platform to handle large-scale data projects that touch massive volumes of data daily. And because we built the Tray Platform on an elastic, serverless architecture, your workflows can scale as your data priorities evolve.
Now, you can design robust Microsoft Office 365 + Sage Intacct automation to take your financial and file management processes to the next level. Need to seamlessly create and share holistic reports on critical financial insights such as payroll, headcount, and budget? Need to accelerate onboarding by auto-sending relevant documentation and collateral to new hires? Need to unify sales and customer revenue figures in your data warehouse for analysis in your business intelligence tool? Need to update payroll data in real time according to changes in employment status? The Tray Platform is flexible enough and scalable enough to handle all these use cases and many more since we also connect important tools such as Stripe, Expensify, PayPal, QuickBooks, Salesforce, Power BI, SharePoint, Marketo, HubSpot, Paylocity, Shopify, Zoho, Mailchimp, ADP Workforce Now, and many others.
Since our platform offers enterprise-grade security, including SOC 2 Type 2 certification, as well as compliance with important data privacy regulations such as GDPR, CCPA, and HIPAA, IT and technical experts trust the Tray Platform to handle even their most sensitive financial data.