Sage Intacct and UltiPro integration + automation

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

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Integrations

Easy Sage Intacct + UltiPro integrations

Maximize productivity, streamline accounting processes, and build more-engaging employee experiences with custom Ulti-Pro + Sage Intacct integrations on the low-code Tray Platform. Our platform makes it easy to stand up powerful integrations in minutes, without overburdening IT. Just drag and drop together Sage Intacct, UltiPro, and any other go-to application in your tech stack.

Need UltiPro + Sage Intacct connectors? Now, you can seamlessly flow data wherever you need to unsilo any tool and get the absolute most out of your accounting and human capital management (HCM) data. Bi-directionally sync any data source at the API level, including flat files (such as CSVs), FTP, email, webhooks, and any cloud software—even using data within custom fields.

And why stop with integrations? The Tray Platform also empowers you to craft game-changing UltiPro + Sage Intacct automation. Build dynamic, multi-step workflows to turbo-charge your payroll processes and refocus on more strategic projects such as driving revenue and improving the employee experience.

Automation

On-demand UltiPro + Sage Intacct automation

Now any business user, whether they work in HR, IT, recruiting, finance, people operations, revenue operations, or any other department, can easily craft flexible UltiPro + Sage Intacct automation to up-level their HCM and accounting processes. Architect seamless, automated workflows to kick-off any operation based on any custom trigger.

The Tray Platform offers a full library of pre-built connectors, data helpers, and custom logic operators so you can deploy customized workflows that fit your exact business needs. Now, you can unify your HCM and accounting data at scale by freely flowing data across UltiPro, Sage Intacct, and any other tool. You can easily share key employee and payroll data with your leadership team. Or, you can quickly pipe data into your analytics stack to generate holistic reports. There are limitless possibilities with the Tray Platform.

Deeply connect Sage Intacct, UltiPro, and any tool in your tech stack, including your financial planning tools, data warehouse, applicant tracking system, CRM, ERP, internal chat tool, business intelligence platform, and more.

Use cases

Build a great workplace and scale HCM

Business users depend on our platform to quickly deploy dynamic UltiPro + Sage Intacct integrations. Power users also rely on the Tray Platform to manage large-scale data projects touching billions of records daily. Plus, our elastic, serverless architecture ensures your workflows will always scale with your changing data needs.

Build advanced automation to handle any UltiPro + Sage Intacct use case. Need to accelerate invoicing, onboarding, order management, and other key HR and accounting processes by flowing UltiPro data across Sage Intact and other tools? Need to fuel productivity and improve employee performance by easily collecting and visualizing employee feedback from surveys? Need to expedite payroll and budgeting processes using real-time data? The Tray Platform can handle all these use cases and many more since we also connect important tools such as Zendesk, ADP, Salesforce, NetSuite, Magento 2, Power BI, Slack, and many others.

We offer enterprise-grade security that IT professionals trust. Our platform is SOC 2 Type 2-certified and compliant with key data privacy regulations such as GDPR, CCPA, and HIPAA.

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Sage Intacct and UltiPro 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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UltiPro

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UsesHR

CategoryHuman Resources Information Systems (HRIS)

Connector TypeTray Connector

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