Sage Intacct Accounts Receivable Module

Automate your processes, improve efficiency and get paid faster

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Get paid faster

The Sage Intacct Accounts Receivable Module quite simply improves your team’s efficiency and helps you get paid faster. The Accounts Receivable module automates your processes, invoices and email and provides more payment options, for example by generating recurring invoices for easy subscription management and the ability to attach customer documents to transactions for better record keeping.

Stay connected, stay in control

The Sage Intacct Accounts Receivable Module is built on cloud-based software which integrates with the rest of the business systems within your organisation, including your CRM solution and presents you with a single view of quotes, sales orders, and invoices. It automatically posts order transactions to your general ledger and accounts receivable ledger to streamline billing and accounting. And it offers up-to-date, accurate sales tax calculations. Tight Salesforce CRM integration with Sage Intacct helps Cornerstone Information Systems save at least 4 days of work per month.

Complete accounts receivable visibility

Sage Intacct provides real-time visibility with built-in and configurable dashboards, reports, graphs, and charts. You get a complete picture of customer aging, invoice analyses, recurring invoices, deferred revenue, and more. With Sage Intacct, you can analyse accounts receivable data from a range of perspectives for a complete view of your business.

Sage Intacct puts you in control

Sage Intacct Accounts Receivable lets you create configurable, automated processes to enhance your internal controls. You define the approvals in line with the way your business operates, giving you complete visibility into the entire accounts receivable process.

“Through the great integration with Salesforce, our new sales flow into Sage Intacct seamlessly. Sage Intacct creates the initial invoice, which we can easily turn into a recurring invoice for perpetuity. Our teams can access customer information or accounts receivable details in either system from anywhere. ”

David Novak

Controller | Cornerstone Information Systems

A smarter accounts receivable collections process

Sage Intacct Collections reduces costs and improves cash flow by letting you efficiently manage customer communications with structured, automated processes. You can send customers configurable reminders, assign owners to collection cases to ensure accountability, and centrally record all activity.

Healthier cash flow

Achieve healthier cash flows by shortening invoice and payment cycles

Painless Collections

Make collections painless with automated dunning and collection notices

Real-time visibility

Gain real-time insights into customer histories, aging balances, and more through customizable dashboards and reports.

Order management integration

Easily integrates with order management processes

Rated number 1 for customer satisfaction by G2 Crowd.

The first and only AICPA preferred financial management solution.

Two top rated awards in the Accounting & Budgeting and ERP categories.

Why choose CPiO as your Sage Intacct partner?

When selecting a new Sage finance solution, finding the right Sage Partner is key. As your Sage Business Partner, we are the link between the software author and gaining maximum return on your investment.

Established over 30 years ago, CPiO is one of the UK's most experienced Sage resellers. We work with Sage to advise, sell and deploy Sage Intacct. We provide extended Sage Intacct support, on-going training as well as Intacct consultancy and Sage development services, to help you gain the most from your solution.

Find out more about Sage X3, Sage 200 Professional, Sage 200 Standard, Sage CRM, support and development for Sage 1000, plus IT services, including CPiO Cloud, Managed Services and Microsoft 365.