AP Automation Software for Sage Intacct

For mid-market 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.


The AP process with Sage Intacct and MineralTree’s automated AP solution


Get More Out of Sage Intacct with TotalAP

TotalAP streamlines invoice capture, approval, and payment automation workflows, so you can reap the following benefits:

Invoice approvals

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.

Man Approving Invoices

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.

Payment types: ACH, cards, checks

One Centralized AP Process, Despite Payment Type

Most AP departments handle multiple payment types, requiring multiple integrations and separate workflows. By integrating your Intacct environment with TotalAP, your team can convert all payments to e-payments and pay via automated check, ACH, or virtual credit card within one centralized integration.

Magnifying Glass

Complete Visibility into Vendor Payments

Even if your vendor invoices and payments have not been posted or processed, MineralTree TotalAP allows you to access and view your invoices and pending payments at all times. This includes easy access to all invoice workflow history, their payment status, payment remittances, and any supporting documentation.

Mitigate Fraud & Risk Payments

By leveraging MineralTree’s platform, accounting managers gain complete visibility and control over every approved invoice and payment, at every step of the process. Segregation of duties and two-factor authentication further enhance payment security, as does shifting paper check payments to virtual cards.

MineralTree 2-way sync with ERP

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, without manual effort.

Invoice error

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.

MineralTree API sync with Sage Intacct

TotalAP: Seamless 2-Way Sync with Sage Intacct

MineralTree TotalAP provides direct, API-level integration and seamless 2-way sync with your Sage Intacct ERP, enabling full AP automation & GL functionality between your accounting system and our software. TotalAP is also built with deep API-level connections to ensure data is always in sync and tested against the latest Intacct releases.

MineralTree Total AP Automation

Supported sync features include:

  • Single account or multi-entity support
  • 2-way and 3-way receipt-based Auto PO Matching
  • 2-way Invoice Sync with full PO-to-Invoice Reconciliation
  • Flexible approval workflows and exception handling workflows
  • 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.

 

Step-by-Step Integration Process

Getting started with TotalAP is easy! In fact, our direct ERP integration process guarantees that you can be up and running in a matter of hours with these 3 steps:

1

Meet with your dedicated Implementation Manager to confirm how you would like your TotalAP company configured (multi-entity, user roles and permissions, etc.)

2

Add MineralTree to the Web Services authorizations in your Sage Intacct account.

3

Click “Connect to Intacct” in the MineralTree application and select your company, and entity if appropriate

Interested in learning more?

We'd love to connect! Let's set up a meeting with one of our knowledgable reps to get started.

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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.