Sage Intacct AP Integration
Keep your Intacct entities, dimensions, Smart Rules, POs, and security intact with a Sage-recommended solution.
Code and approve using Intacct’s entities, dimensions, projects, and Smart Rules, without flattening the structure finance governs.
Match invoices to POs and receipts with two- and three-way matching, surfacing discrepancies before approval.
Validate fields, mappings, amounts, and taxes before export, with exceptions flagged for your team’s review and approval.
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.”
Stampli uses a pre-built cloud-to-cloud Web Services integration with a dedicated Intacct Web Services user and configured permissions. Approved records can synchronize back to Sage Intacct, which remains the financial system of record.
The Intacct context finance actually uses. Depending on enabled modules and implementation configuration, Stampli can sync entities, locations, departments, classes, custom fields, vendors, GL accounts, projects, tasks, cost types, customers, employees, items, units of measure, warehouses, terms, tax details, currencies, payment accounts, POs, receivers, and payment status. Frequent refreshes and on-demand syncs keep workflows current.
Yes. Stampli works within your Intacct logic, not around it. It carries dimensions and configured header- or line-level custom fields into the workflow, filters choices to valid combinations, and supports project and vendor defaults. Smart Rules can continue to run when records are exported through the configured Web Services user, so the controls finance built into the ERP stay in place.
Yes. Stampli supports parent-child entities, single-entity environments with multiple locations, Intacct Console and multi-entity structures, entity-level access restrictions, GL segmentation, and intercompany lines. Finance gets one standardized workflow without forcing every entity into the same mold.
Yes, and the match goes well beyond "PO found." Stampli works with open Intacct POs, header and line details, and receiving records for two-way and three-way matching. It supports partial receipts, one PO across multiple invoices, and one invoice across multiple POs when Intacct multi-document conversion is enabled, along with work orders, taxes, and subtotals where configured.
By being deliberately particular. Before export, Stampli validates configured required fields, mappings, valid combinations, duplicate signals, amounts, tax and 1099 details, and other Intacct logic. After an AP bill is created, Stampli can recheck the record against the allocation, accounts, and fields it sent, to help detect unexpected drift. People still review exceptions and retain final approval.
