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Design starts with the operating model
Nonprofit & Social Services
Grant and program reporting
Sage Intacct Integration
Make the system boundaries work.
We connect your operational systems and Sage Intacct with clear mappings, validation, exception ownership and reconciliation, so finance can trust what arrives.
What this service is
Integrations your finance team can trust.
Who it is for
- Teams rekeying the same data into more than one system.
- Organizations implementing Sage Intacct alongside other platforms.
- Live customers whose integrations fail quietly or have no clear owner.
- Organizations adding a new operational system.
We design, build and support integrations between Sage Intacct and the systems your organization runs on, such as CRM, payroll, AP automation, expense management, project platforms and ecommerce. The aim is not only data that moves, but data that is complete, controlled and reconciled when the books close.
How we help
- 01Integration discoveryWhich systems connect, what moves and who owns each record.
- 02Blueprint designMapping, validation, exceptions and reconciliation, decided before build.
- 03Build, test and go-liveWorking integrations, tested with failed and duplicate records too.
- 04Ownership after go-liveMonitoring, alerts and maintenance as products change.
Connected is not the same as controlled.
A technically connected integration can still be weak in operation. When ownership, controls, exception handling and reconciliation are unclear, errors surface at month end, long after the test passed.
How we deliver an integration
The same methodology as a Sage Intacct implementation.
Every integration moves through Discovery, Design, Build, Validate, Go-Live and Support, with the Integration Blueprint at its centre.
Stage 1 of 6 · Discovery
Understand the systems and what must move between them.
We identify the connected systems and the integration requirements before anyone chooses a tool.
What we do
- Confirm the system of record for each master record.
- Agree the data, its direction, frequency and level of detail.
- Identify security, permissions and the history that needs to transfer.
The outcome
An agreed integration scope, with named owners.
Stage 2 of 6 · Design
Design each integration with the Blueprint.
We work through all nine Blueprint decisions with you, then choose the right approach: connector, Marketplace solution, middleware or custom development.
What we do
- Define mappings and the dimensions they must carry.
- Set validation rules and duplicate prevention.
- Design exception handling, alerts, retries and reconciliation.
The outcome
A documented design for each integration, before build begins.
Stage 3 of 6 · Build
Build the integration to the agreed design.
We set up the integration, its mappings and its exception handling in a test environment first.
What we do
- Configure or develop the integration.
- Build mappings, validation and alerts.
- Prepare the reconciliation the finance team will use.
The outcome
A working integration in test, ready to prove.
Stage 4 of 6 · Validate
Prove it with real scenarios, including failures.
We test end to end with normal records and with the failures that happen in real life.
What we do
- Test failed, duplicate and retried records.
- Confirm alerts reach the right people.
- Reconcile test results to the ledger.
The outcome
Evidence the integration behaves as designed, not only when everything goes right.
Stage 5 of 6 · Go-Live
Activate it with the books in view.
We activate production integrations as part of an agreed cutover, then check the first live transactions.
What we do
- Activate production connections and credentials.
- Monitor the first live runs closely.
- Reconcile the first live cycle.
The outcome
A live integration whose first results are reconciled.
Stage 6 of 6 · Support
Keep it owned and working.
Integrations need care after go-live. We monitor exceptions, confirm ownership and help maintain the integration as products and APIs change.
What we do
- Confirm who monitors, who fixes and who approves changes.
- Review exceptions and reconciliation results.
- Plan for product and API changes.
The outcome
An integration with an owner, and a plan for change.
The Biviti Integration Blueprint
Nine decisions behind every reliable integration.
Source → Trigger → Data → Mapping → Validation → Destination → Exception → Reconciliation → Owner. We settle each one with you before build, so nothing is left to chance.
See it with a common flow
Every integration answers the same nine questions.
Decision 1 of 9
Source
Where the information starts.
We answer with you
Which application is the system of record for each master record?
- Who owns changes to master data?
Decision 2 of 9
Trigger
What starts the movement.
We answer with you
Does the flow run in real time, on a schedule or when an event happens?
- How often does it run, and what starts it?
Decision 3 of 9
Data
Which records and fields move.
We answer with you
What data moves, and in which direction?
- Does it move at transaction detail or summary level?
- What history needs to transfer?
Decision 4 of 9
Mapping
How fields and values translate.
We answer with you
Which dimensions must be mapped?
- How do fields, codes and values translate between systems?
Decision 5 of 9
Validation
Checks before data is accepted.
We answer with you
How are duplicate records prevented?
- What must be true before a record is accepted?
Decision 6 of 9
Destination
Where the information lands.
We answer with you
Where does each record land in Sage Intacct?
- At what level of detail is it posted?
Decision 7 of 9
Exception
How failures are caught and routed.
We answer with you
What happens when a transaction fails?
- Who receives the alert?
- How is a failed record retried without creating a duplicate?
Decision 8 of 9
Reconciliation
Proof the result is complete.
We answer with you
How is the interface reconciled to accounting?
- How often, and who reviews and approves the reconciliation?
Decision 9 of 9
Owner
Who is accountable.
We answer with you
Who owns it after go-live?
- Who owns configuration, monitoring, security credentials and permissions?
- Who maintains the integration when either product or its API changes?
- Who supports it when two vendors are involved?
Examples of the flows we design, not a list of certified connectors. Connector capabilities are verified against your requirements.
The right way to connect, chosen after the design.
We do not start with a tool. Once the Blueprint is agreed, we recommend the approach that fits your data volume, complexity, frequency, ownership and support needs.
- 01
Prebuilt connector
A maintained connection for a common pattern.
We confirm exactly what it covers, what it leaves out and who supports it.
- 02
Marketplace solution
A third party application on the Sage Intacct Marketplace.
We validate fit, data coverage and support ownership before you commit.
- 03
Middleware
An integration platform that orchestrates several flows.
Useful when many systems connect. We plan who will own the platform.
- 04
Custom development
For requirements no existing option meets.
Built to the Blueprint. For new custom integrations, Sage recommends its REST API.
After go-live
An integration needs an owner after go-live.
- 01Monitoring and alerts
Failures reach a named person quickly, not the month end close.
- 02Regular reconciliation
The integration is reconciled to accounting on an agreed rhythm.
- 03Credentials and permissions
Access is owned, secured and reviewed when people change.
- 04Product and API changes
When either system changes, someone checks the integration still works.
- 05Clear support between vendors
When two vendors are involved, everyone knows who fixes what.
Map one integration with us.
Bring one integration that matters and we will walk it through the Blueprint together, from source to owner.
Common questions
Yes. We start by walking the existing integration through the Blueprint to find what is missing, usually ownership, monitoring or reconciliation.
Explore Support Beyond Go-LiveIntegrations are designed with the Blueprint inside every Sage Intacct implementation we deliver.
Explore Sage Intacct ImplementationDuplicate entry is often an integration and process design question. We look at both.
Explore Optimization & Process Reengineering