Sage Intacct

Integrate Sage Intacct with Roger

About Sage Intacct

Since its inception in 1999, Intacct had established itself as the leading provider of cloud financial management software for small and medium-sized businesses.

Today, Sage Intacct continues to lead the cloud financial management revolution. Part of the Sage Business Cloud, Sage Intacct is used by thousands of organizations from startups to public companies to improve company performance and make finance more productive.

About the Integration

Roger is for small and medium-sized businesses looking to scale faster with less overhead. This is your all-in-one solution for taking the unnecessary work out of accounts payable, bookkeeping, fraud detection, and more.

Sync directly with your Sage Intacct system to automate accounts payable, expense management and accounting in one, organized place. Roger's two-way sync with Sage Intacct enables you to import your accounting data as custom lists, making it easier to classify and categorize company spend.


Advantages of integrating Roger with Sage Intacct

Add a layer of automation to your Sage Intacct accounting system.

Two-way sync

Roger syncs everything from Sage Intacct, custom data like categories and departments. We also sync all payments, documents and associated data in Roger back to your ERP.

Hands-free bookkeeping

The more you use Roger, the smarter it gets. Roger will instantly recognize documents from the same vendors and add your bookkeeping data for you.

Automate everything

Roger helps you take the manual work out of every process, from accounts payable to expense management. You won't have to lift a finger.

Key tools for Sage Intacct

Automation-powered accounting, backed by our global payments infrastructure, will drive value for your team and for your clients.

Attachments

Roger scans, enters and syncs the entire financial document - sending it to Sage Intacct so you and your accountant can easily explore expenses.

Custom Lists

Roger enables you to create custom lists, either pulling directly from your Sage Intacct system or building from scratch in Roger. You are free to customize your internal accounting process.

Spending Rules

With Workflows, you can build complex accounting rules, or, determine how and when vendors are paid. You can create multi-step approval flows and send additional data to your accounting system.

Fraud Detection

With Roger, there are no duplicate payments and no risks of internal or vendor fraud. Roger comes with a built-in audit trail for every document and vendor, along with customizable permissions for certain team members.

Document Match

Ensure no receipts are missing. Upload a bank statement to Roger and Roger will match it with existing records, or, create records for you. Automate notifying co-workers who need to upload a document.

Vendor Management

Edit vendor profiles, customize payment methods and report on spend by vendor. You can even build Workflows to alert you when vendor bills vary month-to-month, so you never lose sight of important spending data.

Original Coffee has reduced manual finance team hours by 60% - even as they grew by 4x.

“The seamless data management that Roger has provided us is crucial to our business. In addition to being a time and money saver, it’s also enabling us to scale our business while maintaining a higher level of control and accuracy.” 
Read their story
Martin Hjarsbæk
Chief Finance Officer, Original Coffee

Modern teams run on Roger.

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