Nonprofit Sage Intacct Salesforce Integration

Put an end to manual data entry and tedious reconciliation processes that take time away from the mission. Venn Technology’s integration solutions automate the transfer of data between even the most complex Sage Intacct and Salesforce environments, so you can get back to focusing on maximizing your organizational impact.

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Gain real-time visibility into donations, grants, and campaigns for your cause–automatically

Donor Management

Grant Management

Accounts Receivable

Accounts Payable

General Ledger Entries

Donor Management

Track and manage donor information, donations, and fundraising campaigns more accurately between Salesforce and Sage Intacct. Analyze donor information, including giving history and engagement level, faster.

Grant Management

Gain better visibility into grant applications, budgets, awarded amounts, and reporting requirements. When teams can access information faster, they can build financial reports faster and make more informed decisions about allocations, ensuring compliance with grant guidelines.

Accounts Receivable

Expedite AR processes to close the books faster and reconcile donations sooner. Automatically generate records in Sage Intacct for every donation tracked in Salesforce.

Accounts Payable

Expedite invoice processing with a real-time data sync between Salesforce and Sage Intacct. Enable teams with real-time visibility to outstanding invoices, payment statuses, up-to-date vendor records, and more. Seamlessly route invoice documents to the appropriate team for faster review and approvals.

General Ledger Entries

With a GL integration, nonprofits can fast-track the process of recording donations and grants between Salesforce and Sage Intacct. Any updates or changes made in Salesforce automatically sync to Sage Intacct—ensuring a comprehensive view of the financials for accurate reporting and forecasting.

Integrate all your core apps

With more resources comes more responsibility at scale. Just like any business, automated operations help nonprofit teams put more time towards efforts that advance their mission.

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Sage Intacct Salesforce Integration (Nonprofit)

Sage Intacct

Uses

  • Accounting and Finance

Category

  • Enterprise Resource Planning (ERP)

Workflow

  • Accounts Payable
  • Accounts Receivable
  • Billing
  • Donations
  • General Ledger
  • Invoicing

Operations

  • Create customer
  • Create contact
  • Create contract
  • Create contract lines
  • Create invoice
  • Create invoice details
  • Create price list entry
  • Create price list
  • Create item
  • Create AR payment
  • Create purchase order
  • Create timesheet
  • Create Intacct field

Salesforce

Uses

  • Sales, Marketing and Operations

Category

  • Customer Relationship Management (CRM)

Workflow

  • AP Automation
  • Accounts Receivable
  • Billing
  • Donor Management
  • GL Batching
  • Invoicing

Operations

  • Sync account
  • Sync contact
  • Sync opportunity
  • Sync opportunity products
  • Sync price book entry
  • Sync price book
  • Create sales invoice
  • Create sales invoice details
  • Create sales order
  • Create sales order details
  • Create sales invoice payment details
  • Create timesheet
  • Create custom object

Ready to connect Salesforce and Sage Intacct?

You are one step closer to automated solutions that will help your team get back to focusing on the mission. Grab some time with a Venn expert below, and learn how we can help build, grow, and support your most important workflows at scale.

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