Sage Intacct Construction Integration
Keep job costs, retainage, POs, and approvals connected, without changing your ERP’s logic.
Cost codes and cost types filter around the selected project, so nobody scrolls a never-ending list and hopes for the best.
Invoices reach the right PM with purchasing, coding, and documents already attached. No “can you resend that?” required.
Supported retainage information sits beside the bill and its approval history. It has nowhere to hide, and nothing to hide.
Receipts, coding, policy decisions, approvals, and
audit history travel with every expense into Sage Intacct
or payroll process.
“We’ve gotten our card closing down to 4 days.”
Yes, in supported configurations. Stampli uses project relationships and dynamic filtering to surface the cost codes and cost types that belong to the selected project, so coders see what's relevant instead of everything ever created.
Stampli can carry supported retainage information through invoice processing and return configured details to Sage Intacct Construction with the approved bill. Exact retainage behavior depends on the customer's configuration and is validated during implementation.
Where POs are synchronized from Procore into Sage Intacct, supported purchasing data can come into Stampli for invoice review and matching.
Stampli carries entities and locations from Sage Intacct Construction and configures entity relationships around your environment.
Yes. Stampli routes invoices to the appropriate project manager with purchasing, coding, and supporting documentation already attached. That's one less "quick question" email.
Depending on the configured workflow, approved bills and credits can return with project and job-cost coding, retainage details, purchasing references, supporting documentation, and payment status. The integration team confirms supported objects and fields before launch.
