Sage Intacct is an ERP that provides cloud-based financial management software that allows clients to consolidate data, provide multidimensional reporting and simplify compliance. With Sage Intacct, you can create tailored dashboards, modernize accounts payable and accounts receivable, and build detailed reports to create a powerful financial resources tool. This solution enables any business to reduce manual processes and modernize their day-to-day billing.

When using BlueSnap AR Automation and Sage Intacct together, you can streamline your billing and payment processes, and your customers get more options for making payments. The bidirectional data flow ensures that all your records stay up to date. BlueSnap AR Automation expands on Sage Intacct’s capabilities by offering automatic payment processing, customer portal, payment link, and customer insights and management.

Key Benefits of BlueSnap AR Automation and Sage Intacct:

Improved Cash Flow
Streamline the quote-to-cash process and your workflows for more efficient invoice processing, recurring payments and collections.

Improved Forecasting & Planning
BlueSnap automatically tracks your invoices, giving you accurate data to properly communicate with customers. BlueSnap bidirectionally syncs with Sage Intacct for seamless reconciliation and reporting.

Enhanced Customer Experience
Enable customers to pay their invoices and balances, update billing information and view important account documents directly through a branded customer portal.

Increased Productivity
Automate each step of your billing, accounting and payment process through one application – no coding required.

Get Started with BlueSnap

Here’s What You Get with a BlueSnap + Sage Intacct Integration

  • Enable customers to store their preferred payment methods for hassle-free payments
  • Configure Auto Payment rules to automatically charge invoices
  • Highly configurable, multichannel communications, workflows and task automation to increase payments while reducing manual efforts
  • Virtual Terminal for your employees to enter payment information
  • Secure payment links for single or multiple invoices
  • Charge invoices directly from your Sage Intacct or AR Automation account
  • Enable fully compliant surcharging to cover the costs of credit card & ACH transactions
  • Secure payment links for single or multiple invoices
  • Design cadences to fully automate specific aspects of your AR with fully customizable workflows and communication rules
  • Easily manage recurring invoices, subscriptions, usage-based billing and automatic payments
  • Save time and streamline processes with communications and dunning automation, turning hours of work into minutes
  • Accept 100+ currencies and 100+ payment types, including ACH, SEPA and digital wallets

How to Get Started with BlueSnap & Sage Intacct Today

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Configure payment settings within Sage Intacct

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