# Tesorio + Sage Intacct

Native integration with Sage Intacct for multi-entity AR automation.

Trusted by finance teams at

[Case study](/content/customers/veeva/index.html)

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How It Works

## Three steps to get started

1. **Connect**  
   Authenticate via Web Services credentials and map your Intacct entities, dimensions, and custom fields. Tesorio reads your GL structure automatically.

2. **Sync**  
   AR invoices, payments, adjustments, and customer master data sync in real time across all entities. Dimensional data (departments, locations, classes) is preserved.

3. **Automate**  
   Tesorio's AI agents leverage your Intacct data for intelligent collections, cash application, and forecasting — with all actions syncing back to Intacct.

Capabilities

## What syncs between Tesorio and Sage Intacct

### Multi-Entity AR Management
Manage AR across all Sage Intacct entities from a unified dashboard. Cross-entity reporting and consolidation work seamlessly.

### Dimensional Sync
Departments, locations, classes, and custom dimensions sync from Intacct and can be used for filtering, reporting, and workflow routing in Tesorio.

### AR Transaction Sync
Invoices, payments, credit memos, debit memos, and adjustments sync bidirectionally. Open and historical data is available for AI training.

### Statistical Journal Entries
Tesorio can create statistical journal entries in Intacct for tracking collection activity, forecast accuracy, and AI agent performance.

Common Scenarios

## How teams use Tesorio with Sage Intacct

### Multi-entity AR consolidation
Aggregate receivables across all Intacct entities into a single dashboard with consolidated aging and forecasting.

### Dimensional reporting on collections
Use Intacct dimensions (department, location, project) to segment collection performance and identify trends.

### Auto-create cash receipts
When payments are matched, Tesorio creates cash receipt entries in Intacct automatically — no manual journal entry required.

### Cross-entity dunning workflows
Run collection campaigns that respect entity-specific rules while providing a global view of customer payment behavior.

> “Tesorio has transformed our collections process. We reduced DSO by 30% and our team is 3x more productive. The AI agents handle the repetitive follow-ups so our collectors can focus on strategic accounts.”  
Finance Leader  
VP of Finance, Pluralsight

Works With

## Tesorio products powered by Sage Intacct

[Collections](/content/product/collections/index.html)

[Cash Application](/content/product/cash-application/index.html)

[AR Forecasting](/content/product/forecasting/index.html)

[Workflows](/content/product/workflows/index.html)

Setup

## Up and running in weeks, not months

Pre-built connectors and guided setup mean your Sage Intacct integration is production-ready faster than you'd expect. No consultants, no custom code, no long implementation projects.

Better Together

## Works great with

**Salesforce**  
CRM  
Bridge the gap between sales and collections with native Salesforce sync.](/content/integrations/salesforce/index.html)

**Stripe**  
Payments  
Reconcile Stripe payments and power your customer payment portal.](/content/integrations/stripe/index.html)

**Slack**  
Notifications  
Real-time AR alerts and collection updates delivered to Slack.](/content/integrations/slack/index.html)

FAQ

## Sage Intacct Integration

Common questions about connecting Sage Intacct with Tesorio.

### Does Tesorio support Sage Intacct's multi-entity structure?

### How does dimensional data flow between systems?

### What Intacct data does Tesorio need access to?

### Is the integration certified by Sage?

## Ready to connect Sage Intacct?

$100B+ invoices collected | 90%+ auto-match rate | 33-day avg DSO reduction

See how Tesorio integrates with Sage Intacct to automate your AR operations.