Adaptive integrates directly with Sage Intacct. Push and pull accounting lists (jobs, vendors, cost codes), ingest and process transactions in Adaptive, and push them to Sage Intacct with a click when it's time to close the books.
How it works
Day-to-day operations in Adaptive: Adaptive handles the day-to-day. Ingest and process payables, manage the budget, keep track of compliance, and prepare AR. A
Push transactions to Sage Intacct on demand: At the end of the month, push transactions to Intacct with one click so that you can easily close the books.
Pushing is one-way. Once a transaction is in Sage Intacct, make any further edits there (or in both systems). Adaptive does not push automatically and does not pull transaction changes back from Sage Intacct.
Data flow at a glance
Transactions pushed from Adaptive into Sage Intacct (on demand)
Adaptive |
| Sage Intacct |
Bills (incl. payments) | → | AP bills |
Bills linked to a purchase order | → | Purchasing or subcontract invoices |
Credit card expenses | → | Credit card transactions |
Note: Transactions push one way from Adaptive to Sage Intacct. Adaptive does not pull transactions or transaction edits back. If edits are made in Sage Intacct, you will need to make the same edits in Adaptive.
Kept in sync between the two systems
Adaptive |
| Sage Intacct |
Vendors | ↔ | Vendors |
Jobs | ↔ | Projects |
Cost codes | ↔ | Standard tasks |
Cost type | ↔ | Cost type |
GL account | ← | GL account |
Connecting Sage Intacct
Go to Settings -> Sage Intacct -> Connect Sage Intacct
From the Sync settings tab you can see your connected company and sync status, and Reconnect, Force sync, or Disconnect.
Note: Please reach out to your account manager for more detailed information about the initial integration configuration. You will need to follow a one-time setup to create an Adaptive user in your Sage Intacct instance.
FAQ
What if I need to make an edit to a transaction I've already pushed to Sage Intacct?
If you need to edit or delete a transaction you've already pushed to Intacct, you will need to make the update in both systems. In Adaptive, we block further edits after pushing by default to avoid inadvertent updates. You should manually unlock the transaction in Adaptive, make the update, re-push, and delete the original in Intacct.
How often do you recommend pushing transactions?
We recommend running day-to-day operations and reporting in Adaptive and pushing to Intacct at the end of the month before close. That said, you are free to export transactions as frequently as you'd like.
What if I create a new vendor or cost code in Intacct?
We will automatically detect this and pull it into Adaptive.
What if I create a new vendor or cost code in Adaptive?
We will push this to Intacct for you.
If you have questions about your Sage Intacct setup, email us at [email protected].