The Sage Intacct to CINC Integration was developed to automate invoice and payment synchronization between CINC and Sage Intacct. The solution eliminates manual accounting effort, ensures accurate financial data flow, and improves operational efficiency by maintaining consistency across both systems.
Creating invoices in CINC required manually extracting and inputting data from Sage Intacct, resulting in time-consuming processes
Invoices and payments required manual reconciliation
Payment status mismatches caused accounting inconsistencies.
Manual handling of approvals and ACH payments increased processing time.
High risk of errors during audits and financial reporting.
Manual Financial Operations: Invoices and payments required manual processing and reconciliation between CINC and Sage Intacct, increasing effort and error risk.
Payment Status Inconsistencies: Lack of real-time synchronization caused mismatches in invoice and payment statuses across systems.
Approval Workflow Gaps: Ready-for-Payment approvals were handled manually, leading to delays and process inefficiencies.
API Integration Complexity: Handling both REST and XML-based Sage Intacct APIs without a unified integration layer made maintenance and troubleshooting difficult.
Audit & Reporting Risks: Scattered financial data and manual tracking affected audit readiness and financial reporting accuracy
Automated invoice synchronization from Sage Intacct to CINC using APIs.
Fully automated payment synchronization from CINC to Sage Intacct via APIs.
Automated ACH payment handling without manual intervention.
API-driven approval workflows for Ready-for-Payment (one-time and permanent).
Cron-based automation for scheduled payment synchronization
API Handling: Integrated Sage Intacct REST and XML APIs to fetch and process financial data, resolving multiple integration issues through proper data mapping and validation.
Invoice Sync: : Pulled invoice header, line items, and PDFs from Sage Intacct and created invoices in CINC.
Payment Sync: Fetched payment data from CINC and created corresponding payments in Sage Intacct.
Approval Workflow: Implemented one-time and permanent Ready-for-Payment approvals.
ACH Handling: Added ACH payment support with extensive rework in payment logic.
Automation: Implemented Zoho Catalyst cron job running daily
The integration significantly reduced manual accounting effort, improved financial accuracy and ensured real-time synchronization between CINC and Sage Intacct. It enhanced audit readiness through centralized data, supported complex payment scenarios, and provided a scalable foundation for future financial automation.
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