PRE-BUILT CONNECTOR

Connect Sage intacct and Salesforce

ConnectJunction provides zero-code integration between Salesforce and Sage intacct, enabling two-way sync. Its unique Salesforce-native architecture utilizes the full power of Salesforce’s APIs to make financial data from Sage intacct searchable, actionable and reportable with Salesforce’s Process Automation and Analytics, powering Agentforce’s AI insights.

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AGGREGATED INSIGHTS

Enrich your customer profile.
Automate actions.

Access product catalog, pricing, inventory and payment updates from Sage intacct in Salesforce to power quoting and account management workflows.

Customer 360 Snapshot

  • Single source of truth aggregating customer data through automated syncing
  • Automate alerts in Salesforce from Customer Receivables status changes

AI Insights & Analytics

  • Extend Agentforce AI Agents to Sage intacct data to aggregate insights in Salesforce
  • Create Salesforce Dashboards and Reports from Sage intacct data

Accelerate Productivity

  • Deliver Sage intacct data insights to Salesforce mobile app
  • Minimize errors by eliminating manual data entry

POINT & CLICK INTEGRATION

Your customer’s financial data.
Unified in Salesforce.

Break down silos to aggregate customer data analytics in your CRM. Automate workflows across your tech stack. Leverage AI-driven analysis on all your data in legacy systems. Drive visibility and automation across teams and departments.

Zero Code Plug-n-Play Integration​

Rapid setup and configuration in a few clicks thanks to 100% Salesforce-native architecture

Point-and-Click Administration​

Basic Salesforce Admin skills are all that is needed to manage the integration and easily extend it to any standard or custom object in Salesforce or Sage intacct

Automated Bulk Invoicing

Leverage timesheet data from Sage intacct or Salesforce (or other time entry apps) to automatically generate Invoices in bulk, saving invoice generation time for professional services firms

Designed for Sales Cloud & Manufacturing Cloud

See invoices and customer balances on Salesforce Accounts and improve Account Planning by monitoring sales orders / realized revenue against forecast demand plan or targets

Product-level Sales Analytics in Salesforce

Product Catalog sync from Sage intacct enables Salesforce Dashboards to show Sales Pipeline and Order History by Products for more granular product-level Sales reporting

data sync matrix

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Pricing

Subscription plans

Billed Annually in USD

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Discounted pricing is available for not-for-profits

Growth

Do More in Salesforce with Sage intacct Data

$495 USD/month

  • Sync Products to Create Quotes
  • Automate Batch Invoicing
  • Accept Digital Payments
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Pro

Enhance Sage intacct with More Data Sources

$595 USD/month

  • All Growth Plan features
  • Automate Sales Order generation
  • Supports any objects/fields
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Plus

Comprehensive Solution for Advanced Needs

Custom pricing USD/month

  • All Pro Plan features
  • Sync 3rd party Apps (e.g. Shopify)
  • Supports Static IP-based endpoints
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Ready to unlock your data in Salesforce?

Empower users.
Delight customers.

Fuel your AI Agents with real-time insights

Customer service representatives can be armed with information in a few seconds with a simple conversational query. No more juggling multiple screens, swivel chairing and accessing multiple apps and interfaces to find information related to a customer.

Self-service possibilities for customers become more exciting as customers and partners can access AI Agent-powered web portals and web apps and lookup information, request actions and get progress visibility and status updates, in response to simple conversational requests, powered by live data streaming from ERPs and back-office systems.

Access data residing
"as-is" elsewhere.

Avoid expensive integrations

Your data stays as-is, in the system it belongs to. This bypasses the need for expensive data migrations and matching up reference IDs and data formats across multiple systems.

Data can be accessed on-demand by AI Agents without having to deal with the overhead of a long, complex integration project.

Zero-copy
Agentic connections.

Bypass all ETL / data sync pains

The conventional Extract-Transform-Load complexity of data integrations is bypassed as the data is not synced or replicated across systems.

The zero-copy architecture simply queries the data on-demand as and when needed.