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Our Power BI connector seamlessly integrates data sources between Power BI and Sage Intacct. The connector supports inbuilt multi-paging, allows customisation of fields and objects, and features a single point of credentials for authentication, using token-based refresh capabilities. Power BI Connector Benefits Building a Power BI connector that interfaces with…

Podfather is a cloud-based Software-as-a-Service (SaaS) electronic Proof of Delivery (ePOD) system. It helps businesses manage operations in real-time, eliminating the problems associated with paper-based processes. It allows companies to track deliveries and streamline logistics digitally.

Automate the bank reconciliation process in Sage systems by processing transactions and generating adjustment journals for accurate financial reporting. Key Features: Automated transaction processing for bank reconciliation. Real-time reporting of reconciliation status. Comprehensive adjustment journal generation.

Integrate Salesforce with your Sage solution to facilitate data integration. This extension will allow you to leverage Salesforce reporting as a data source, transforming data ready for loading into your Sage solution. Key Features: Seamless data flow between Salesforce and Sage solutions. Customisable reporting options using Salesforce data. Automated data…

The custom Jurisdictional VAT (JV) module provides two key functionalities to simplify and ensure VAT compliance: Transaction segregation for VAT submission: This feature segregates transactions by jurisdiction for companies VAT-registered in multiple jurisdictions. It enables accurate allocation of transactions, simplifying VAT reporting and submission for each region. Currency conversion for…

Integrate Webexpenses with your Sage solution to load expense claims as journals or through the Advanced Expenses module, enhancing expense management capabilities. Key Features: Direct integration with Webexpenses for seamless data transfer. Flexible options for loading expense claims. Comprehensive reporting capabilities.

Integrate deliveries with leading courier services using Microsoft Power Automate. Enhance customer experience by providing real-time tracking capabilities directly from your Sage system. Common Challenges Tracking deliveries manually is time-intensive and error-prone, with limited visibility into delivery statuses. Common challenges include: Manual Tracking Issues: Without automation, tracking deliveries becomes cumbersome…

Our Sage Intacct extension automates the identification and processing of small outstanding amounts on invoices, generating payments to balance accounts. This feature is particularly useful for handling minor discrepancies due to bank transactions or foreign exchange conversions.  

Common challenges include: Lack of visibility and oversight: Poor visibility into procurement activities often leads to overspending, which can strain budgets. Delays in budget decisions: Without consolidated procurement activities, decisions on budgets and spending may be delayed, impacting operations. Inefficient matching process: Manual or incomplete three-way matching can result in…

The Multi-Statement Import module enables the importing and centralisation of bank statements from multiple accounts into a single system. Automated import: This feature eliminates the need for manual uploads, streamlining the process and significantly reducing the time required to handle statements from various accounts. Error reduction and standardisation: By standardising…

Enhance your Sage solution’s expense management capabilities by allowing multiple line item expense claims, providing a more detailed approach to tracking expenses. Key Features: Ability to create complex expense claims with multiple line items. Integration with the standard expense module. Streamlined approval processes for expense claims.