Sage Intacct

Connect AI agents to Sage Intacct, the cloud financial management and ERP platform. Agents run generic create, read, update, delete, and list operations over 400+ object types, plus dedicated Accounts Payable and Accounts Receivable actions, Cash Management reconciliation, Contracts and Revenue Management lifecycles, and Purchasing approvals through the Sage Intacct REST API.

44 actions available

A batch of new vendor bills lands in a source system

Agent reads each bill's vendor, amount, and coding

Agent creates the record in Sage Intacct with Create Record

Agent lists pending purchasing documents with List Records

Finance channel receives the list of documents awaiting approval

Agent submits verified documents with Submit a purchasing document

Approval of each purchasing document routes to a person before it posts

What This Integration Enables

Agents work Sage Intacct the way a controller does, across the whole ledger rather than one screen. The generic Records operations reach any of the 400+ object types, so an agent can create a vendor bill, read a customer, update an expense report's state, or list open invoices from a single set of actions. On top of that, dedicated operations submit and reverse AR invoices, adjustments, advances, and payments, approve or decline vendors, reconcile Cash Management activity, drive contract and revenue-schedule lifecycles, and route Purchasing documents through approval. The agent handles the routine posting and reconciliation and stops at the points where a person has to decide.

Without FlowRunner

Records keyed by hand Vendor bills and invoices re-typed into Sage Intacct from spreadsheets and PDFs

Approvals chased over email Purchasing and AP approvals tracked in inboxes with no clear queue

Reconciliation done line by line Bank fees, deposits, and transfers reversed and corrected manually

With FlowRunner

Records created from source New bills and invoices sync into the ledger without re-keying

Approvals routed with context Each pending document reaches an approver with the details attached

Reconciliation corrections automated Routine reversals and reclassifications run on their own, exceptions get a human

Use Case Scenarios

Vendor bills synced from source

A batch of new vendor bills arrives from your intake system. The agent reads a batch of rows with [Google Sheets](/integrations/google-sheets) "Get Rows", then calls Create Record for each one to sync it into the ledger with the right vendor and coding. Bills that used to be re-typed one at a time now land in Sage Intacct as records the moment they are read. The controller reviews a populated queue instead of building it.

Invoice delivery from Accounts Receivable

An invoice is ready to go out. The agent calls Generate a PDF of an invoice, then uses [Gmail](https://developer.sage.com/intacct/) to email the PDF to the customer with a short note. When a customer disputes a charge, the agent can reverse or reclassify the invoice under review rather than leaving a correction to be remembered later. Delivery and correction both become steps the agent runs, with the ledger staying accurate.

Purchasing approval with a human gate

Purchasing documents pile up awaiting sign-off. The agent lists pending documents with List Records and posts the queue to the finance channel with [Slack](/integrations/slack) "Send Message To Channel", each entry carrying the vendor, amount, and purpose. It submits the ones that are clearly in policy with Submit a purchasing document. For every document that actually posts, a named person approves it first. The agent moves the paperwork; the human owns the decision.

Human-in-Loop Highlight

In Sage Intacct the decision that carries real cost is approval, whether a purchasing document, a vendor, or an AR reversal actually posts to the ledger. An agent can prepare and route the work, but it should not approve spend or reverse a posted transaction on its own. Configure the agent to stop before Approve a purchasing document. It sends the finance approver the vendor, the amount, and the document detail through their channel and asks: "This purchasing document is ready to approve and post. Approve it?" The person decides, and only then does the agent call Approve a purchasing document or Decline a purchasing document to match. The approver's identity and the timestamp land in the audit trail. This is [human-in-the-loop](/concepts/human-in-the-loop): the agent pauses, assembles the context and the choices, routes to the right person, and resumes on their answer.

Agent processes routinely

Detects exception requiring judgment

Clear match Continues automatically

Ambiguous Routes to human via preferred channel

Human decides

Agent resumes with decision

Agent Capabilities

44 actions

Records

Create Record Creates a record of any supported type after you select the object type, with fields generated from the Sage Intacct schema. Used to sync vendor bills, invoices, or any other object into the ledger.
Get Record Retrieves a single record by key for the selected object type. Used to read a customer, bill, or expense report inside a workflow.
Update Record Updates the fields you provide on an existing record and leaves the rest unchanged. Used to move an expense report through its state or correct a field.
Delete Record Deletes a record, where the type allows it. Used to remove an object that should not have been created.
List Records Queries and lists records of any supported type with filtering, ordering, and pagination. Used to build queues of pending or open items.

Accounts Payable

Approve a vendor Approves a vendor so bills against it can proceed. Used behind a human sign-off during vendor onboarding.
Decline a vendor Declines a vendor. Used to reject a vendor that fails review.

Accounts Receivable

Submit an invoice Submits an AR invoice to the ledger. Used to post an invoice once it is ready.
Reclassify an invoice Reclassifies a posted invoice. Used to correct account coding without a reversal.
Reverse an invoice Reverses a posted invoice. Used to unwind an invoice raised in error, under review.
Generate a PDF of an invoice Produces a PDF of an invoice. Used to email the invoice to the customer.
Submit an AR payment Submits a payment received against AR. Used to record incoming customer payments.
Reverse a payment Reverses an AR payment. Used to correct a misapplied payment.
Submit an adjustment Submits an AR adjustment. Used to record a credit or debit against a customer balance.
Reclassify an adjustment Reclassifies an adjustment's coding. Used to correct an adjustment without reversing it.
Reverse an adjustment Reverses an adjustment. Used to unwind an adjustment made in error.
Submit an advance Submits a customer advance. Used to record prepayment before invoicing.
Reverse an advance Reverses a customer advance. Used to correct a recorded advance.
Submit a customer refund Submits a refund to a customer. Used to return funds under a review gate.
Reverse a customer refund Reverses a customer refund. Used to unwind a refund raised in error.

Cash Management

Assign customer to a bank transaction Assigns a customer to a bank transaction. Used to attribute an incoming deposit during reconciliation.
Ignore a bank transaction Marks a bank transaction as ignored. Used to set aside a transaction that does not reconcile.
Stop ignoring a bank transaction Restores a previously ignored bank transaction. Used to bring a transaction back into reconciliation.
Reopen a bank reconciliation Reopens a closed bank reconciliation. Used to correct a reconciliation after the fact.
Reopen a credit card reconciliation Reopens a closed credit card reconciliation. Used to correct a card reconciliation.
Reverse a bank fee Reverses a recorded bank fee. Used to correct a fee posted in error.
Reverse a credit card fee Reverses a recorded credit card fee. Used to correct a card fee.
Reverse a credit card transaction Reverses a credit card transaction. Used to unwind a card charge recorded in error.
Reverse a deposit Reverses a recorded deposit. Used to correct a deposit.
Reverse a funds transfer Reverses a funds transfer between accounts. Used to correct a transfer.
Reverse an other receipt Reverses an other-receipt entry. Used to correct a miscellaneous receipt.

Contracts and Revenue Management

Post a contract Posts a contract to activate its revenue schedules. Used to bring a signed contract into revenue recognition.
Renew a contract Renews a contract. Used to extend a contract at term end.
Expire a contract Expires a contract. Used to close a contract that has run its course.
Uncancel a contract Reverses a contract cancellation. Used to reinstate a contract cancelled in error.
Hold contract schedules Places contract schedules on hold. Used to pause revenue recognition during a dispute.
Resume contract schedules Resumes held contract schedules. Used to restart recognition after a hold.
Clear all MEA allocations Clears all multiple-element arrangement allocations on a contract. Used to reset allocations before recalculating.
Clear last active MEA allocation Clears the last active MEA allocation. Used to undo the most recent allocation.
Post a revenue schedule line Posts a revenue schedule line. Used to recognize a specific period's revenue.
Unpost a revenue schedule line Unposts a revenue schedule line. Used to reverse a recognized line.

Purchasing

Submit a purchasing document Submits a purchasing document into the approval workflow. Used to move a prepared document toward approval.
Approve a purchasing document Approves a purchasing document so it posts. Used behind a human sign-off.
Decline a purchasing document Declines a purchasing document. Used to reject a document that fails review.

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