Intacct Recommended Solution for AP Automation
Stampli embeds natively in Sage Intacct with real-time sync, smart validation, and automated workflows that eliminate manual workarounds while preserving your existing chart structure and security model. Stampli’s AP automation solution is a “Recommended Solution” by Sage and supports all native functionality.
How does Sage Intacct fall short for accounts payable?
Intacct’s core strength in financial management leaves gaps in procurement and AP workflows that force manual workarounds and slow processing times.
Approval routing requires admin access
Local managers can’t adjust workflows when buyers change, forcing email approvals outside the system
Multi-PO invoices need manual splitting
Vendor consolidation fails when headers don’t align perfectly, forcing AP to create separate bills
Partial receipts break PO matching
Quantity overrides and manual line adjustments create mismatched accruals and reconciliation headaches
Payment processing lacks automation
No native Positive Pay files or ACH status tracking means manual bank portal checks and spreadsheet reconciliation
Layering procure-to-pay seamlessly on Sage Intacct
Deep ERP integration & real-time sync
Stampli mirrors Intacct's entities, Smart Rules, and custom fields with five-minute list updates and two-hour sync cycles.
Flexible org-structures & security
Support for parent-child entities, multi-location models, and entity-based user restrictions that flow automatically from Intacct.
Adaptive workflows & user experience
Consumer-grade interface with dynamic routing, on-the-fly approver additions, and many-to-many filtering for faster invoice processing.
Advanced purchasing & compliance
One-invoice-to-many-PO matching, live receipt status, 1099 line-level tracking, and automated tax calculations with global support.
Automatic Sync between
Intacct and Stampli
Sync Lists
Vendor List
Vendor List
GL Accounts
GL Accounts
Open PO’s, Line Items, Receiving
Open PO’s, Line Items, Receiving
Fields, Custom Fields, Dimensions e.g., Project, Dept, Allocation, etc.
Fields, Custom Fields, Dimensions e.g., Project, Dept, Allocation, etc.
Invoices + Payments
Intacct Invoice/Bill
Invoice/Bill Authorized for Payment
Link to Stampli Invoice/Bill
Link to Intacct Bill
Payment Info
Payment Info
Our Sage Intacct integration is built in advance, built in-house, and built to completion.
As a Sage-recommended solution, Stampli’s marketplace-validated connector ensures confidence in longevity and support while eliminating custom development overhead.
Deep ERP integration & real-time sync
- Sage-recommended integration – Marketplace-validated connector gives confidence in longevity and support.
- Smart Rules & project defaults honoured – Stampli triggers Intacct logic (Smart Rules) and auto-populates project-level defaults on export.
- User-defined fields & custom docs – Dual-document export preserves every custom field on both the invoice and the “paid bill” record.
- Payment-status and list sync – Five-minute down / two-hour up cadence (plus on-demand) means coders never wait for fresh lists or payment flags.
- Two-way links + PDF off-loading – One click hops between Intacct and Stampli while PDFs stay in Stampli to avoid ERP storage charges.
Flexible org-structures & security
- Parent-child and multi-location models – Both traditional multi-entity and modern single-entity approaches are supported.
- Entity-based user restrictions – Stampli enforces the same security presets set in Intacct.
- GL segmentation & inter-company lines – Exports respect every segment.
Adaptive workflows & user experience
- Easy-to-learn user interface – Non-finance users learn it with little to no training.
- Add approvers on the fly – Handle one-offs without redefining the whole workflow.
- Multiple transaction-document flows – Each Intacct “Transaction Definition” maps to its own path (PO, non-PO, credit memo, etc.).
- Many-to-many dynamic filtering – Only valid field combinations (entity × location × vendor, etc.) show up during coding.
- Vendor defaults + smart validation – 1099 flags, tax codes, bank data and more auto-fill, while duplicates or out-of-policy invoices are stopped.
- Manual-payment support – Off-cycle payments export cleanly as receipt records, keeping the GL reconciled.
Advanced purchasing & line-item management
- Work-order aware – Associates work orders to invoices and syncs back to Intacct.
- One invoice ↔ many POs – Partial shipments and split orders handled natively.
- Live PO sync & 2-/3-way match – Header, lines, receipts and status refresh every two hours (or on demand).
- Line-level enhancements – Subtotal codes, transaction-specific subtotal lines, and GL-table item workarounds preserve full detail.
End-to-end tax, compliance & discounts
- 1099 at both vendor & line – Imports vendor 1099 status and lets you override on individual lines.
- Accrued, included & excluded tax models – Matches regional practices and can add accrued tax lines automatically.
- Global tax definitions & adjustments – Imports every Intacct rate table and supports vendor-calculated variance adjustments.
ERP Resources
Does Stampli support our multi-entity Sage Intacct configuration with proper security segregation?
Yes, Stampli mirrors Intacct’s multi-entity hierarchy exactly in one unified platform. Whether you use traditional parent-child entities or modern single-entity with multi-location setups, Stampli automatically imports and enforces the same entity-level user restrictions you’ve configured in Intacct. This means you get both consolidated oversight and entity-specific control without trade-offs.
How does the integration handle our custom fields and Sage Intacct Smart Rules?
Stampli honors Intacct’s Smart Rules by triggering them during export, just as if a user were entering the bill directly in Intacct. When you have project defaults configured in Intacct, Stampli automatically populates those fields upon export. For custom fields, Stampli creates dual documents (invoice and paid bill) to preserve every user-defined field. This intelligent coupling prevents sync errors before they reach Intacct and reduces manual cleanup work.
What happens when we need to match one invoice to multiple purchase orders?
Stampli natively supports one-invoice-to-many-PO scenarios. Whether you’re dealing with partial shipments, split orders, or vendor consolidation invoices, Stampli handles the complex matching at the line level without requiring manual workarounds or splitting invoices. Live PO sync ensures receipt status and quantities are always current.
How does Stampli prevent duplicate invoices and maintain data integrity with our ERP?
Stampli includes sophisticated validation algorithms that check vendor, invoice number, and amount against both systems before processing. If an invoice already exists in Intacct (perhaps entered manually for a rush payment), you’ll see an instant duplicate warning instead of creating a second record. The system also validates against Intacct’s Smart Rules and business logic, ensuring no bad data reaches your ERP while maintaining clean payment matching and proper GL reconciliation.
Can we still use Intacct's built-in 1099 reports and tax features with Stampli?
Yes. Stampli fully supports Sage Intacct’s 1099 tracking at both vendor and invoice line levels. The system imports each vendor’s 1099 status, then exports the same flags back to Intacct. This means your year-end 1099 reports in Intacct remain completely accurate. Stampli also handles all tax scenarios including international VAT, included/excluded taxes, and vendor-calculated adjustments while leveraging Intacct’s native tax engine.
What's involved in getting the integration set up and tested?
As a Sage Intacct recommended solution, Stampli’s integration is pre-built and marketplace-validated. The setup process involves no custom coding – we simply configure the connection to mirror your existing entity structure, security settings, and custom fields. Implementations sync lists automatically, so your team gets immediate access to enhanced AP workflows.
NEWS FROM STAMPLI
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Webinar
Watch our webinar, Stampli Connects: Sage Intacct Construction, to learn how you can automate your accounts payable processes without reworking your Sage Intacct Construction ERP.
CASE STUDY
Efficiencies from adopting Stampli’s software let Pillar Automotive run with smaller — and better-paid — accounting teams.
Stampli is #1 in
Customer Satisfaction
for AP Automation
Customer delight positions Stampli as a Leader in the G2 Grid® for AP Automation software and #1 in Support and Implementation.
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