Sage

Sage Intacct is cloud accounting and financial management software for mid-sized companies and multi-entity groups.

With Amalgam, you can two-way sync data into Excel and Google Sheets, or enable your AI tools to take direct actions without hand-holding.

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Spreadsheets

AI Chat

Routines

ReportsRecords

Category: Accounting
Connects By: Company Login
Reports: 13
Resources: 7
Website: sage.com

What You Can Do With Sage

In a Spreadsheet

Pull data into Excel or Google Sheets, and refresh it whenever you need current numbers. Or upload data from the sheet straight into Sage.

See How It Works

In an AI Chat

Connect your AI tool to Amalgam, and it can run Sage reports to answer your questions and create records when you let it.

See Amalgam for AI

On a Schedule

Set a routine to fetch data on a schedule and deliver it to your shared drive, inbox, or directly into a document.

See Routines

How to Connect

Enter your Intacct company ID and the login of a Web Services user. An Intacct admin turns on Web Services and authorizes Amalgam once first. Each account you connect becomes its own connection in Amalgam, and you can add as many as you need.

Read the Connection Guide

Reports13

Pull any of these into a spreadsheet, a chat or a routine, for one Sage account or every account you connect.

A/P Aging Detail

Sage Intacct AP Aging showing outstanding bills grouped by vendor with aging buckets (0-30, 30-60, 60-90, 90+ days).

Options: Start Date, Entity

A/P Aging SummaryBeta

Sage Intacct A/P aging summary: one row per vendor with open bill amounts in 0-30, 30-60, 60-90 and 90+ day buckets and a TOTALS column.

Options: Start Date, Entity

A/R Aging Detail

Sage Intacct AR Aging showing outstanding invoices grouped by customer with aging buckets (0-30, 30-60, 60-90, 90+ days).

Options: Start Date

A/R Aging SummaryBeta

Sage Intacct A/R aging summary: one row per customer with Customer ID, Customer, open invoice amounts in 0-30, 30-60, 60-90 and 90+ day buckets and a TOTALS column.

Options: Start Date

Balance Sheet

Sage Intacct Balance Sheet showing assets and liabilities & equity, grouped by account category.

Options: Start Date, End Date, Period Time, Reporting Book, Location, Class, Department

Budget vs ActualBeta

Sage Intacct budget vs actual by department or location: for each account, Actual, Budget and Difference (budget minus actual) columns for every period in the date range.

Options: Start date, End date, Group by, Period time, Account group, Department, Location

Cash Flow Statement

Sage Intacct Cash Flow Statement showing operating, investing, and financing activities with beginning and ending cash balances.

Options: As of date

General Ledger

Sage Intacct General Ledger showing every transaction posted to each account, with class, department, and location dimensions.

Options: Module Key, Book ID, Start Date, End Date, Start Account Number, End Account Number, Account, Department, Class, Location, Account Group, Hide Class, Hide Location, Hide Department, Hide Headers rows, Hide Subtotals rows, Customer, Vendor

P&L

Sage Intacct Profit & Loss showing revenue, cost of revenue, operating expenses, other income/expense, and income taxes, grouped by account category.

Options: Start Date, End Date, Period Time, Reporting Book, Location, Class, Department

P&L by DepartmentBeta

Sage Intacct profit and loss by department: for each department, accounts grouped into Revenue, Cost of Revenue, Operating Expense, Other Income and Expense and Income Taxes, with one column per period, a Total column and a Net Income row.

Options: Start Date, End Date, Period Time

P&L by Vendor

Sage Intacct profit and loss with each account broken down by vendor, with totals per account and per category, for each period in the date range.

Options: Start Date, End Date, Period Time

Trial Balance

Sage Intacct Trial Balance by Dimensions showing account balances grouped by location, department, or other dimensions.

Options: Start Date, End Date, Start Account Number, End Account Number, Location, Group By

Trial Balances By Months

Sage Intacct Trial Balance by Months showing account balances with columns for each month in the date range.

Options: Start Date, End Date, Reporting Book, Location, Include Statistical Accounts, Department, Hide Start Balance Columns, Hide Debit Columns, Hide Credit Columns, Hide End Balance Columns, Use Custom Headers

Resources7

Records you can read from Sage and write back to it, one at a time or in bulk.

Resource	What It Does	Download	Upload	Delete
Accounts GL Accounts: general ledger chart of accounts.	GL Accounts: general ledger chart of accounts.Fields: Account Number, Title, Account Type, Normal Balance, Require Department, Require Location +4 more
Customers Customer records.	Customer records.Fields: Customer ID, Customer Name, Print As, City, State or territory, ZIP or Postal Code +6 more
Invoices AR Invoices: accounts receivable invoices.	AR Invoices: accounts receivable invoices.Fields: Date, Due Date, Invoice, Customer, Account, Amount +4 more
Journal EntriesBeta GL Batch / Journal Entries: general ledger journal entries.	GL Batch / Journal Entries: general ledger journal entries.Fields: Date, Transaction Number, Reference Number, Source Entity, Trx Currency, Trx Credit +12 more
Sales Orders Sales Orders: customer orders for goods/services.	Sales Orders: customer orders for goods/services.Fields: Date, Customer, Document Number, Date Due, Reference, Transaction Total +14 more
Transactions Loader Sage Intacct Transactions Loader: each row is one two-sided transaction with a date, amount, origin account, destination account, journal type, location, memo, department and class.	Sage Intacct Transactions Loader: each row is one two-sided transaction with a date, amount, origin account, destination account, journal type, location, memo, department and class.Fields: Date, Amount, Origin Account, Destination Account, Journal Type, Location +3 more
Vendors Vendor/supplier records.	Vendor/supplier records.Fields: Vendor ID, Vendor Name, Print As, City, State or territory, ZIP or Postal Code +7 more