Sage Intacct

Integrating SaaSOptics with Sage Intacct

Implement SaaSOptics as your subscription management and analytics engine and have it grow with you, seamlessly working alongside Intacct for the things they excel at like controls and regulations that govern the general ledger, purchasing and expense management. Leverage SaaSOptics to improve your sales order processing and subscription management workflow, ingesting new orders from your CRM to generate GAAP-revenues, invoices and subscription analytics and metrics.


SaaSOptics for Your Subscription Management Workflow

Our bi-directional sync with Intacct allows for flexibility in processing sales orders and generating invoice schedules while syncing critical financial records back and forth with Intacct as contract and billing changes occur. SaaSOptics is intuitive and flexible for complex subscriptions, helping you manage sales-negotiated terms, edit existing transactions as customer agreements change and handling complex revenue recognition scenarios. Plus, you get improved invoice scheduling and a complete suite of dashboards, metrics and analytics that are available on-demand and built specifically for B2B SaaS and subscription businesses.

Where SaaSOptics can help:

  • GAAP-compliant revenue recognition
  • Invoice scheduling and highly customizable e-invoicing
  • Milestone-based revenue and invoice management
  • Out-of-the-box subscription metrics and analytics
  • Accounts receivables and collections management

Ready to start modernizing your financial operations?