Accounts Payable Automation Software for Sage Intacct
For growing companies looking to jumpstart back-office transformation, Sage Intacct has been the logical choice to better manage finances, operations, and people. Adding MineralTree TotalAP to your Intacct environment helps ensure that your back office can meet your digital transformation goals without adding headcount. Like Intacct, TotalAP is cloud-based software that scales with your needs.
Get More Out of Sage Intacct with MineralTree’s AP Automation Tool
TotalAP streamlines invoice capture, approval, and payment automation workflows, so you can reap the following benefits:
99.5% Accurate Invoice Capture
With MineralTree, your team can easily code and post invoices faster with less data entry. Our capture tool combines Optical Character Recognition (OCR) technology with human review to digitize invoices, resulting in 99.5% accuracy to ensure that all invoice details are captured correctly.
Flexible Approval Workflows
MineralTree provides unlimited user accounts for invoice approvers, and even allows them to review and approve or reject invoices via email, without logging into MineralTree or Sage Intacct. This streamlines the entire invoice approval process, especially in remote/hybrid work environments.
Simplify Payments
ACH, or virtual card payments based on vendor preferences, with your choice of direct debit or settlement account funding. For every dollar spent using our virtual card, you’ll earn cash-back rebates. Fee-free international wire payments are also available with select packages.
White-Glove Payment Services
Looking for automation with a human touch? MineralTree’s payment services team will handle virtual card enrollment to maximize your savings. Additional services are also available, freeing up even more time for your staff to focus on other strategic projects.
Tighten Security Controls
By leveraging MineralTree’s platform, accounting managers gain complete visibility and control over every approved invoice and payment, at every step of the process. Electronic documentation tracks key approval steps, while alerts and notifications ensure proper control monitoring. Two-factor authentication, payment limits, and the production of Positive Pay files are supported, plus extensive security certifications (SOC 1, SOC 2 Plus HIPAA, PCI DSS Level 1 Certified).
Sage Intacct Remains the System of Record
Your team has invested in Sage Intacct to have a point of record for accounting. All approval and invoice data continuously syncs back from MineralTree into Sage Intacct. With MineralTree’s two-way sync, Sage Intacct remains accurate and up-to-date, while TotalAP adds full visibility into invoices and pending payments prior to post, for a more complete view of your payables.
Eliminate Overcharges and Duplicate Payments
MineralTree streamlines the invoice approval and payment workflows, making it easy for your AP team to quickly spot overcharges and eliminate double payments caused by duplicate invoices and manual errors.
TotalAP: Seamless 2-Way Sync with Sage Intacct
MineralTree TotalAP provides direct, API-level integration with Sage Intacct, so your staff can enter bills into either platform while vendors, bill details, coding fields, lists, payments/posting status and credits all stay in sync. Our integration allows you to take full advantage of Sage Intacct without complicating your existing workflows. Best of all, direct integration means setup is simple and our stellar integration and support staff are here to guide you every step of the way.
Supported sync features include:
- Single account or multi-entity support with root-level visibility
- 2-way and 3-way receipt-based PO Matching
- 2-way Invoice Sync with full PO-to-Invoice Reconciliation
- Flexible approval workflows and exception handling workflows
- Multi-currency support for International Payments
- Payment Account Integration
- 2-way Payment Authorization & Reconciliation
- Unlimited document storage
- 1099 Designation
Regardless of your environment, TotalAP provides multiple configuration options for managing integration at the account level, subsidiary level, or as a mixed/multi-entity environment.
Client Testimonials: AP Automation with MineralTree and Sage Intacct
Thanks to MineralTree's direct API integration, we were able to get up and running quickly while keeping everything in sync with Intacct.
We can now easily manage accounts payable by auto-routing approvals, scheduling payments ahead of time and supporting our mission to go paperless – and it’s all synced with our Intacct ERP.
Interested in learning more?
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Frequently Asked Questions
Can You Integrate AP invoices into Sage Intacct?
Yes! The best way to integrate AP invoices is through an AP automation software. With a solution, like MineralTree, you benefit from two-way sync where both systems are updated based on new information. Not to mention, our platform ensures 99.5% accuracy on invoice capture with our Optical Character Recognition (OCR) technology and human review.
How Does Automated Accounts Payable Work?
AP automation is the process of capturing invoice data, approving invoices, paying vendors, and executing payments in an automated manner. For AP teams interested in AP automation, partnering with a platform like MineralTree will make it easy. Setting up the platform does not require additional IT resources and can be done quickly. Additionally, our platform easily integrates with a range of ERP systems, including Sage Intacct.
Does Sage Intacct Have AP Automation?
Sage Intacct does have the ability to automate certain parts of the accounts payable process; however, to best achieve a streamlined and automated end-to-end AP process, it’s best to leverage an end-to-end AP automation solution. MineralTree’s TotalAP easily integrates into your ERP system, so that your information remains accurate while making the entire AP process more efficient.
How Does AP Automation Work?
AP automation helps teams improve efficiencies, while reducing late payments. AP automation can help businesses scale and better leverage their data analytics to improve cash flow management and overall payment strategy.
What Should Companies Consider When Choosing an AP Automation Software?
Companies should first consider what challenges they are facing in terms of their financial and accounts payable function. A tool like MineralTree, can help companies transform their accounts payable department into a strategic partner that can promote business growth.