Procore + Sage Intacct: Best Accounting Integration

When job costs, purchase orders, change orders or invoices are updated in one system, they can be immediately pushed to the other system so that project management and accounting teams can make knowledgeable decisions. Instead of waiting until the data is consolidated at the end of the week or month, both teams gain instant access to accurate financial information.

Records created in one system can be synced to the other with ease. Projects, sub jobs, companies and budgets created in Procore can be exported to become jobs, sub jobs, accounts payable (AP) vendors and estimates in Sage Intacct. If those records were created in Sage Intacct, the connector allows users to import them into Procore.

Sage Intacct has an audit trail feature for nearly every data record in the system that can reveal who made changes, when they made them and what the values were before and after the change. This functionality eliminates hours of tedious back-and-forth messages with subcontractors and clients at billing time.

With the connector, commitment change orders made in Procore can be pushed to Sage Intacct and Sage Intacct will update the value with the new agreement while also keeping a record of the original agreement.

Within Procore, your financial team can maintain control of your financial data with the accounting approver role. Whenever a user requests to send a record to Sage Intacct, the data goes to Procore’s enterprise resource planning (ERP) staging area. A designated accounting approver must review and give permission before the data will sync to the ERP. For example, the accounting approver must accept requests to push commitments and change orders entered in Procore into Sage Intacct.

Accounting approvers get notified any time a commitment or change order is ready for approval. This feature helps save time and labor on time-sensitive approvals.