Sage Intacct document automation for construction and contracting firms
DynamoDocs captures the subcontractor invoices, job-coded material bills, and POs across active job sites that construction and contracting firms deal with every day, reads them with AI, validates every field, and posts them into Sage Intacct. Your team reviews the exceptions instead of retyping each one.
30-minute session · run against your own Sage Intacct document types · no commitment
- 5–10 minutes of manual entry per document into Sage Intacct, gone
- 100% validated before anything posts to Sage Intacct
- PDF · Excel · EDI · image · email
DynamoDocs automates Sage Intacct document entry for construction and contracting firms. For construction and contracting firms, subcontractor and material invoices arrive against many active jobs and AP must code each to the right job, phase, and cost code by hand. DynamoDocs captures each document, AI reads and classifies it, suggests GL coding, validates it, and posts approved records into Sage Intacct through the Sage Intacct XML Web Services gateway, so AP stays audit-ready and job costs are never off because a bill was mis-coded. Sage Intacct is a leading cloud financial-management system for finance teams that want clean, automated AP.
Sage Intacct × Construction & Contractors
Sage Intacct Construction, with the typing taken out
Sage Intacct Construction uses dimensions to track cost by project, task, and cost type, which gives contractors sharp reporting, provided every AP bill is tagged correctly, including AIA-style progress billings.
DynamoDocs captures subcontractor and material invoices and posts AP bills through Intacct's XML gateway with the vendor, bill number, dates, and each line's GL account and amount. It posts no project, task, or cost type dimension and does not separate retainage, so that tagging is done in Intacct.
Pay applications are read like any other invoice: header and lines extracted, and a total that disagrees with its lines flagged at capture. DynamoDocs has no AIA-specific checks, so continuation-sheet math (scheduled value, work completed, retainage) is still reviewed by your team.
A construction & contractors quirk on Sage Intacct
Payment files, not payments
Once a subcontractor bill is approved, DynamoDocs can export it in a payment proposal CSV or a NACHA file for your bank process. It never moves money, and it does not generate positive-pay files.
The mapping
How Construction & Contractors paperwork posts into Sage Intacct
Each document is validated, then delivered to Sage Intacct as the record below.
| What construction and contracting firms send | Where it lands in Sage Intacct |
|---|---|
| Subcontractor invoice with retention or retainage held back | an AP bill |
| Material supplier invoice tied to a specific project | an AP bill |
| Purchase order for materials across active job sites | an Order Entry sales order |
| Progress billing or AIA-style pay application | an AP bill |
| Vendor bill that needs clean job-cost coding | an AP bill |
| Made-to-order RFQ or request for pricing | a sales quote in Sage Intacct |
A worked example
Sage Intacct for construction and contracting firms, from inbox to posted record
Imagine a general contractor running Sage Intacct that receives a subcontractor invoice with 10% retainage split across three cost codes, it spans two active jobs. DynamoDocs picks it up from the monitored inbox (or a drag-and-drop upload), and AI reads every field and line, no template required. Each line gets a suggested GL account from your rules and coding history, then the document is validated against totals, required fields, and your own checks. Anything that fails is flagged field-by-field for a quick review; everything clean posts straight into Sage Intacct as an AP bill through the Sage Intacct XML Web Services gateway. Posts through Sage Intacct's XML Web Services gateway with a Web Services sender ID and a company user. Your construction & contractors team reviews the occasional exception instead of retyping the whole document, so AP stays audit-ready and job costs are never off because a bill was mis-coded.
Specific to Sage Intacct
How the Sage Intacct connection works for construction and contracting firms
Sage Intacct is a leading cloud financial-management system for finance teams that want clean, automated AP.
XML Web Services
Posts through Sage Intacct's XML Web Services gateway with a Web Services sender ID and a company user.
Native records
Creates AP bills, and Order Entry sales orders and sales quotes.
Your IDs
Maps vendors, customers, GL accounts, items, and warehouses to the IDs already in your company.
Curious what this saves at your construction & contractors volume on Sage Intacct? Model it on the savings calculator
Questions, answered
Sage Intacct for Construction & Contractors FAQ
Can a construction firm on Sage Intacct export a payment file for approved bills?
Yes. Approved bills export as a payment proposal CSV or a NACHA file. DynamoDocs never moves money.
Can DynamoDocs post a subcontractor credit to Sage Intacct?
Not yet. Credit memos are classified as their own document type, linked to the invoice they offset, and held for your team.
How does DynamoDocs handle construction & contractors documents on Sage Intacct?
For construction and contracting firms, subcontractor and material invoices arrive against many active jobs and AP must code each to the right job, phase, and cost code by hand. DynamoDocs captures each of those documents from a monitored mailbox or upload, reads every field with AI (no per-vendor template), suggests a GL account for each line, and posts it into Sage Intacct through the Sage Intacct XML Web Services gateway. Posts through Sage Intacct's XML Web Services gateway with a Web Services sender ID and a company user. Clean documents post automatically; only exceptions reach a person, so AP stays audit-ready and job costs are never off because a bill was mis-coded.
How does a subcontractor invoice with retention or retainage held back post into Sage Intacct?
It becomes an AP bill in Sage Intacct, with header and line-item fields validated before anything posts. Creates AP bills, and Order Entry sales orders and sales quotes. A visual field-mapping engine shapes the record into exactly what Sage Intacct expects, so nothing is retyped and nothing posts half-filled.
Does it assign job, phase, and cost code on Sage Intacct records?
DynamoDocs suggests a GL account for each line from your keyword rules and from how the same part or description was coded before, and a person confirms it. It does not assign job, phase, and cost code. The Sage Intacct connector posts a fixed set of fields (party, dates, currency, and each line's account or item, quantity, and amount), so those codes are added in Sage Intacct after the record lands. Anything that fails a validation rule is flagged field-by-field for a quick fix before it posts.
How do purchase orders and RFQs from construction and contracting firms post into Sage Intacct?
Purchase orders become an Order Entry sales order and RFQs become a sales quote in Sage Intacct, with every line, subcontractor invoices included, read and validated first. Maps vendors, customers, GL accounts, items, and warehouses to the IDs already in your company.
How much time and money does this save construction and contracting firms on Sage Intacct?
Keying one document into Sage Intacct typically takes 5–10 minutes and costs $2–$6 in labor, before the cost of fixing a mis-keyed line. DynamoDocs does it in seconds and only flags exceptions, so the labor left is the review time on those, while AP stays audit-ready and job costs are never off because a bill was mis-coded.
See it run on your Construction & Contractors documents
Bring a real invoice, PO, or RFQ and watch it go from inbox to posted in Sage Intacct in about 30 minutes.
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