Stop keying documents into Sage Intacct

Sage Intacct AP automation: invoices to AP bills

Supplier invoices arrive in your AP mailbox or by upload. DynamoDocs reads each one with AI and checks it before it reaches Sage Intacct: required fields present, totals that reconcile, a vendor that resolves to a vendor ID, and no duplicate of something already processed.

A passing invoice is created as an AP bill with vendor ID, bill number, bill date, due date, currency, and description, and bill lines carrying GL account, amount, item ID, quantity, and line description. Dates are converted to the format the gateway expects. An invoice that fails a rule waits in a review queue, flagged on the field, beside the original.

Approval routing by amount band, vendor, GL account, or document type is available with delegation and no-login approve links, and it is off until you turn it on. Approved bills export as a payment proposal CSV or a NACHA file; DynamoDocs never moves money.

Order-to-cash: customer POs to Order Entry

Customer purchase orders become Sales Order transactions in Order Entry, with the customer ID, the order date, your document number, and the customer's PO as the reference number. Each line carries item ID, quantity, unit price, and warehouse. Requests for quote become Sales Quote transactions, and if your company uses its own transaction definitions, the transaction type is a mapped field.

EDI customers get answered from the same order: a 997 and an 855 when it arrives, an 865 when they send an 860 change, and the 856 ship notice and 810 invoice later. Creating the AR invoice and applying cash stay in Sage Intacct.

Document processing and data extraction

Extraction reads layouts it has not seen before, so onboarding a new vendor is not a template project. Invoices, credit memos, customer POs, requests for quote, and vendor statements share one pipeline. Statements reconcile line by line against what was already processed, to the cent, and post nothing.

Credit memos are classified as their own document type and linked to the invoice they offset. The Sage Intacct connector does not post them yet; they are held for your team rather than risk a credit being booked as a payable.

Where the originals live

People searching for a Sage Intacct document management integration usually want two things: the source PDF next to the transaction, and a searchable archive. DynamoDocs keeps every original with the record it created, viewable from the review screen and the audit trail. It can also file a copy of every captured document into a SharePoint library you choose, with consistent names, so your retention policy and search cover it.

EDI for Sage Intacct

DynamoDocs reads X12 850 orders, 860 changes, 810 invoices, and 856 ship notices, and sends 997, 855, 865, 856, and 810 back. Transport is AS2, SFTP, or a folder your SPS Commerce, Cleo, or TrueCommerce client already watches, and inbound 999s are reconciled against what was sent. AS2 is tested against Mendelson's public server and SFTP against OpenSSH; each trading partner still runs its own test cycle before going live.

How it connects to Sage Intacct

DynamoDocs uses the XML Web Services gateway. You provide a Web Services sender ID and password (authorized for your company) and a company user with rights to Accounts Payable and Order Entry. The connection test opens an API session and writes nothing, and a new connection stays in simulation mode until you switch it live. Credentials are encrypted with AES-256-GCM.

For measured production numbers, the distributor case study covers four months of live AP, run on Epicor Prophet 21 rather than Sage Intacct.