Aimsio + Sage Intacct
Are you struggling to keep master data accurate and invoices error-free? Or maybe you just want a simple solution to capturing billable hours, materials, and costs to reduce the amount of data entry required by your team.
Aimsio + Sage Intacct is a powerful duo guaranteed to accelerate your billing process – making getting paid quicker and easier.
About Sage Intacct integration
Connect the field with finance
Import Sage Intacct data into Aimsio and push Invoices back to Sage Intacct and to customers
No More Double Data Entry
Enter Customers, Vendors, Employees, Projects, and Items into Sage Intacct and easily import them into Aimsio.
Accurate Master Data
Ensure your data is accurate and secure by eliminating all potential errors caused by double data entry.
Error-Free Invoices
Bill your customers quicker by sending accurate invoices individually or in bulk.
Set Up
Configure your integration
Connect to your Sage Intacct account
Provide your Sage Intacct Web Services sender ID and password to us. Then create a special user for Aimsio in your Sage Intacct environment. We’ll handle the rest!
Test it out
Once connected, you’ll have access under the Integrations page on Aimsio’s sidebar.
Import data from Sage Intacct
You’ll be able to import the following fields from Sage Intacct into Aimsio:
- Customers
- Vendors
- Employees
- Projects
- Items
Schedule your future imports
Schedule the above data to be automatically imported every morning or to be triggered manually.
Push invoices to Sage Intacct
In Aimsio, select all of the invoices you want to export, right-click, and select “Push to Sage Intacct”. Once your invoices have been successfully sent to Sage Intacct, you’ll see their status change to “Exported”.
View everything in Sage Intacct
Find everything you just pushed back to Sage Intacct by logging into your account.
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Not using Aimsio yet?
See how this powerful field management software can help you boost your efficiency and profitability. Aimsio lets you plan projects, dispatch resources, and capture activities digitally from any device. Don’t wait any longer. Schedule a personalized demo with us today and discover how Aimsio can help you transform your business.