Pricing
Sage Intacct - Dimension-native

Your Intacct dimensions. Enforced, every time.

OmniPATH posts to Sage Intacct in real time over REST, with an XML fallback for GL detail and bank reconciliation. Required dimensions - location, department, class and project - are enforced before anything posts, and DOCNO-keyed sync survives edits to the source document.

Real-timeGL posting
EnforcedRequired dimensions
DOCNO keyedEdit-safe sync
Measurable from day one

Numbers operators actually report.

The original AP-automation thesis still holds with Sage Intacct as the ledger - the platform got broader, the economics didn't get worse.

Real-time
Posting

GL postings hit Intacct on approval over REST

4/4
Dimensions

Location, department, class and project enforced before posting

Edit-safe
By DOCNO

Source edits re-sync to the same record - never a duplicate

REST+XML
Resilient

XML fallback covers GL detail and bank reconciliation

The data flow

What goes which way. And why.

Most "Sage Intacct integrations" are one-way pushes that stop once an invoice is created. OmniPATH treats Sage Intacct as the system of record for what's posted - and enriches everything on the way in so it arrives fully coded.

two-way syncapp.omnipath.ai/integrations/sage-intacctLive

OmniPATH → Sage Intacct

  • GL postings in real time over REST
  • All required dimensions on every line
  • DOCNO assigned and tracked per document
  • Vendor bills with class + project

Sage Intacct → OmniPATH

  • GL detail via REST (XML fallback)
  • Bank reconciliation detail
  • Dimension lists - location, dept, class, project
  • Posting status by DOCNO
The bit other Sage Intacct connectors skip

Built to the Sage Intacct API - not a generic bridge.

Four things that make this a real Sage Intacct integration rather than a CSV exporter with a logo on it.

01

Required dimension enforcement

Intacct's power is its dimensions - and its pain is half-coded transactions. OmniPATH enforces location, department, class and project before anything posts. An invoice missing a required dimension doesn't reach Intacct half-coded; it's resolved first.

  • Location, department, class and project enforced pre-post
  • No half-dimensioned transactions reaching the GL
  • Site-to-dimension mapping applied automatically
02

DOCNO-keyed, edit-safe sync

Every document syncs against its Intacct DOCNO. Edit the source invoice in OmniPATH and the change re-syncs to the same Intacct record - you never get a duplicate because someone amended a line after the first post.

  • Sync keyed on Intacct DOCNO, not a fuzzy match
  • Source edits update the same record, not a new one
  • Idempotent - retries and amendments never duplicate
03

Real-time GL posting

Approved bills post to the Intacct general ledger in real time over REST. Finance sees committed spend land as it happens, not in a nightly batch that's already stale by the morning meeting.

  • Real-time GL posting over the Intacct REST API
  • Committed spend visible the moment it's approved
  • No nightly batch, no overnight lag
04

REST with XML fallback

Where the REST surface doesn't expose what's needed - GL detail and bank reconciliation - OmniPATH falls back to Intacct's XML API automatically. You get complete data for LEDGE analysis without gaps.

  • REST primary, XML fallback where REST falls short
  • Full GL detail and bank reconciliation captured
  • Complete dataset for trend analysis and reconciliation
What we've just shipped

Live in the latest release.

The capabilities that went live with the Sage Intacct connector - and the platform conventions shared across every OmniPATH integration.

01

Real-time GL posting

Approved bills post to the Intacct ledger over REST as they're approved.

02

Dimension enforcement

Location, department, class and project required before any post.

03

DOCNO-keyed sync

Edits to the source re-sync to the same record - no duplicates.

04

XML fallback

GL detail and bank reconciliation captured via XML where REST falls short.

05

One-click connect

Connect from Settings with automatic sync dispatch.

06

Inline sync status

Intacct DOCNO and posting status shown on every purchase.

LEDGE × Sage Intacct

Ask things Sage Intacct alone can't answer.

Because LEDGE - your AI financial intelligence officer - sees both live procurement data and a persistent history from Sage Intacct, it answers questions that would normally mean exporting two CSVs and pivoting in Excel.

Trend question
How has our gross margin changed over the last six months, and which suppliers are driving it?
Reconciliation question
List approved invoices over £1k where I can't see the matching payment cleared the bank.
Pricing question
Which suppliers have raised prices more than 10% versus six months ago?
Dimension question
Show spend by dimension - Hospitality vs Retail by region - for the last quarter.
Forecast question
Based on three months of outflow, what's our projected cash position at month-end?
Audit question
Show every FS Foodservice invoice over £500 posted to Sage Intacct in March, with GRN status.
The OmniPATH resolution

Sage Intacct is brilliant for accounting. OmniPATH is the layer in front.

Procurement, approvals and spend control belong ahead of the general ledger. OmniPATH gives finance speed, accuracy and real-time visibility across every transaction before it posts to Sage Intacct.

Without OmniPATH

  • Half-coded transactions - invoices reaching Intacct missing required dimensions
  • Manual dimension entry - location, department, class and project keyed by hand
  • Duplicate bills on edits - amended invoices posting as new records
  • Stale nightly batches - GL postings lagging behind reality
  • Reconciliation gaps - bank detail missing from analysis

With OmniPATH

  • AI invoice capture - extracted, coded and posted to Intacct in seconds
  • Enforced dimensions - location, department, class and project complete before posting
  • Edit-safe DOCNO sync - amendments update the same record, never duplicate
  • Real-time GL - committed spend visible the moment it's approved
  • Complete reconciliation - REST + XML fallback captures the full picture
One hub, every system

Sage Intacct is the ledger. OmniPATH connects everything else.

Your business runs on dozens of systems - procurement requests on mobile, supplier invoices in email, bank feeds, card spend. OmniPATH consolidates, enriches and routes, with Sage Intacct as the system of record at the centre.

1

Consolidate

Invoices by email, POS data, mobile purchase requests - normalised before anything reaches Sage Intacct.

2

Enrich

AI adds GL codes, dimensions and tax so transactions arrive in Sage Intacct fully coded and audit-ready.

3

One truth

Operations see approvals, finance sees committed spend, suppliers see payment status. Same data, no silos.

4

Portable

Xero, QuickBooks and the full Sage range are live. If your ledger changes, your OmniPATH history carries forward.

Companies House supplier checks HMRC VAT validation Confirmation of Payee before you pay 3-way PO · GRN · invoice matching Multi-site spend visibility
Frequently asked

The technical details.

FAQs

Frequently Asked Questions

Ready to connect

Sage Intacct. Connected in two clicks.

Bring your Sage Intacct environment to the demo and we'll connect it live - or we'll use a demo company if you'd rather not share live data.

30-min demo · No IT project · OAuth-style two-click connect