Native Integration
Real-time sync. Multi-entity. One AR layer.
Built for finance teams who want to simplify how they collect across complex environments.
Trusted By The World's Leading B2B Finance Teams
The integration at a glance
The key features, and what they mean for your team.
01
Invoice sending from Upflow
Invoices sync from Sage Intacct and go out directly through Upflow.
02
Centralised collection timeline
Every email, note, and collection activity logs alongside invoices and payments.
03
Parent-child customer hierarchies
Sage Intacct customer hierarchies sync into Upflow with balances consolidated at the parent level.
04
Custom field mapping
Sage Intacct custom fields sync directly into Upflow.
Ai agents
MCP Server
Actionable AR Intelligence
Pre-built Dashboards
Smart Rules
Multi-Channel Workflows
Autopay
Branded Portal
Payment Mix Optimisation
Auto Reconciliation
Ai agents
MCP Server
Actionable AR Intelligence
Pre-built Dashboards
Smart Rules
Multi-Channel Workflows
Autopay
Branded Portal
Payment Mix Optimisation
Auto Reconciliation
Ai agents
MCP Server
Actionable AR Intelligence
Pre-built Dashboards
Smart Rules
Multi-Channel Workflows
Autopay
Branded Portal
Payment Mix Optimisation
Auto Reconciliation
Ai agents
MCP Server
Actionable AR Intelligence
Pre-built Dashboards
Smart Rules
Multi-Channel Workflows
Autopay
Branded Portal
Payment Mix Optimisation
Auto Reconciliation
Ai agents
MCP Server
Actionable AR Intelligence
Pre-built Dashboards
Smart Rules
Multi-Channel Workflows
Autopay
Branded Portal
Payment Mix Optimisation
Auto Reconciliation
Ai agents
MCP Server
Actionable AR Intelligence
Pre-built Dashboards
Smart Rules
Multi-Channel Workflows
Autopay
Branded Portal
Payment Mix Optimisation
Auto Reconciliation
Ai agents
MCP Server
Actionable AR Intelligence
Pre-built Dashboards
Smart Rules
Multi-Channel Workflows
Autopay
Branded Portal
Payment Mix Optimisation
Auto Reconciliation
Ai agents
MCP Server
Actionable AR Intelligence
Pre-built Dashboards
Smart Rules
Multi-Channel Workflows
Autopay
Branded Portal
Payment Mix Optimisation
Auto Reconciliation
How it works
Frequently asked questions
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Upflow's native integration with Sage Intacct enables a seamless, automated sync of your accounts receivable data. Once connected, invoices, payments, customer data, and journal entries flow between the two platforms — no manual exports or data duplication required.
Connecting Sage Intacct to Upflow takes around ten minutes. Your Sage Intacct admin generates a Web Services API key, enters the account credentials in Upflow, and the integration is live. Fully secure and ready to sync your AR data.
Yes. Unlike one-way connectors, Upflow offers two-way sync with Sage Intacct. Upflow imports your open invoices and customer records, and writes back payments, payment methods, journal entries, and classifications to your Intacct environment — giving you full financial visibility.
Not at all. Once integrated, Upflow becomes your hub for collections. You can build advanced, automated workflows, customise reminder cadences, segment customers, and collect payments — all without reverting to manual dunning inside Sage Intacct.
Absolutely. Upflow lets you map custom fields, GL accounts, and payment methods. You can apply exclusion rules to ignore non-relevant data and ensure the AR sync fits your business logic precisely.
Yes. Upflow is SOC 2 Type 2 certified and built with enterprise-grade security. Your Sage Intacct data is encrypted and accessed only via secure, permission-based APIs using the Web Services user role you define. You retain full control over the data flow.
Ready for simpler collections across complex environments?
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