The OfficeRnD Flex integration with Sage Intacct is designed to streamline accounting operations for large, multi-location operators. It ensures that billing transactions and customer records remain in sync between the two systems in real-time. This eliminates manual reconciliation, reduces errors, and gives finance teams a consolidated and accurate view of performance.
What you can do
The Sage Intacct integration supports:
Full syncing of invoices, credit notes, payments, and customer details.
Real-time updates in both systems, regardless of where changes are made.
Configurable mappings for revenue accounts, taxes, and locations.
Support for multi-currency and multi-location setups.
Secure, audit-ready financial operations.
Maintaining financial control by defining which system manages numbering, currency, and reporting.
Key benefits
Reduce manual reconciliation and human error by syncing billing transactions directly to Sage Intacct, eliminating the need to re-enter data.
Enable real-time data visibility across systems to ensure Finance and Operations teams are always aligned, eliminating the need for back-and-forth communication.
Establish clear data ownership by letting OfficeRnD Flex manage billing records, while Sage Intacct handles accounting.
Support long-term growth and scalability by handling increased transaction volumes, multiple locations, and multi-currency operations.
Supported actions
You can sync the following billing transactions in real time:
Invoices: Create, edit, void, delete.
Credit Notes: Create, edit, void, delete.
Payments: Create, allocate, edit, delete.
Overpayments: Create, allocate, refund.
Refunds: Create, edit, delete.
Customer details and custom fields.
Multi-location and multi-currency billing data.
Allocated credit notes and payments, regardless of where they originate.
Process overview
The following image displays the architecture diagram of the Sage Intacct integration:
And this is an overview of the process of synchronization:
Data collection (OfficeRnD)
OfficeRnD captures invoices and payment events.
Sends this data securely to тхe integration engine (using Webhooks or API calls).
Processing (Integration Engine)
Insight: Tracks and logs all transactions.
Transformation: Maps and converts data into Sage Intacct format.
Exception: Validates data and flags errors.
Automation: Reliably posts data to Sage Intacct.
Data posting (Sage Intacct)
Тhe integration engine posts transformed data into Sage Intacct through secure APIs.
Receives confirmation (e.g., document numbers).
Response and updates
Тhe integration engine sends back responses and status updates to OfficeRnD.
OfficeRnD updates its financial records accordingly.
Example use cases
Simplify multi-location reporting
A coworking operator with 10 locations uses OfficeRnD Flex for billing and Sage Intacct for accounting. With the integration, they sync all invoices and payments to a central accounting system while maintaining separate financial records for each location. This reduces the time spent on reporting and ensures compliance with tax requirements in each region.
Next steps