What is Sage Intacct software and how does it work with Ramp?

Managing business finances can feel overwhelming without the right tools. Enter Sage Intacct, a cloud-based ERP focused on financial management that offers tools to streamline your accounting processes and support better decision-making.

When paired with Ramp, Sage Intacct gets even more powerful, offering additional automation opportunities and insights. Let’s explore Sage Intacct's features and how its integration with Ramp can improve your business finance operations.

What is Sage Intacct and is it an ERP?

Unlike older systems that rely on manual input and outdated processes, Sage Intacct is built to simplify complex financial workflows through automation, deliver real-time data for faster time to insight, and offer a scalable solution that evolves as your business grows.

Whether you’re looking to cut time spent on monthly close or achieve better cash flow management, Sage Intacct’s cloud accounting software is the tool that takes your core financial processes from workable to exceptional.

How does Sage Intacct work?

Sage Intacct works by combining a cloud-based accounting solution with advanced automation to handle the complexities of modern finance. The keystone of its software is an intelligent general ledger (GL) that audits transactions in real time. This GL doesn’t just record numbers; it ensures they’re accurate by flagging anomalies and eliminating the need for manual oversight.

The platform also integrates seamlessly into key workflows like accounts payable and receivable, automating processes such as bill entry and payment tracking. Sage Intacct’s multi-entity capabilities allow organizations to consolidate financials across different subsidiaries, simplifying inter-entity transactions.

Overall, the key benefits of Sage Intacct include:

• Streamlined operations: Automation reduces repetitive tasks in accounts payable, accounts receivable, and general ledger management
• Actionable insights: Provides real-time, aggregated reporting to analyze financial performance from every angle
• Scalable functionality: Adapts as businesses grow, offering robust cloud solutions for complex operations like multi-entity management
• Improved accuracy: AI-powered auditing minimizes errors and ensures transaction integrity

By automating workflows and offering tools that empower data-driven decision-making, Sage Intacct helps your business reclaim time and focus on growth opportunities.

Features of Sage Intacct ERP software

Sage Intacct, among other Sage ERP systems like Sage X3 , Sage 100, and more, offers features (called “modules”) that solve the biggest challenges of modern financial management. Here are some of Sage Intacct’s main features:

• AI-powered accounting: Automates key tasks like AP, AR, and general ledger management, with built-in anomaly detection for improved accuracy
• Customizable dashboards and reporting: Provides 150 pre-built reports, with the ability to analyze key metrics by department, project, region, and more
• Multi-entity management: Consolidates financials for multiple subsidiaries, saving time and improving visibility across the organization
• Dimensions: Allows businesses to tag transactions with granular details for more precise financial reporting and budgeting
• Payroll and HR integration: Integrates with HRIS and payroll systems to combine employee and financial data, reducing administrative overhead
• Order management and billing: Streamlines the quote-to-cash process, improving speed and accuracy for billing workflows
• Cash management: Enhances liquidity tracking and provides clear visibility into cash flow
• Integrations with other business systems: Connects with CRM platforms like Salesforce to create a unified financial ecosystem

These features all address common pain points like manual errors, compliance challenges, and inefficient workflows, making it easier for your business to manage operations without sacrificing time or accuracy. On top of these built-in features, Sage Intacct offers additional modules to extend its functionality.

Who uses Sage Intacct?

Sage Intacct is designed for businesses of all sizes. Whether you’re a founder managing a small startup or a CFO navigating the complexities of a multi-entity enterprise, Sage Intacct offers solutions to meet your needs.

Industries that rely on Sage Intacct include, but aren’t limited to:

• Accountants and CPA firms
• Biotech and life sciences
• Construction
• Financial services
• Healthcare
• Hospitality
• Nonprofits
• SaaS and subscription businesses

If pricing is a concern, or if a full-scale ERP offers more functionality than your business needs, Sage has other software that may be a better fit. For example, Sage 50 (which isn’t an ERP) is ideal for small businesses with straightforward financial workflows.

By offering scalable solutions for various industries and business sizes, Sage ensures every organization has access to a financial management solution that meets their unique financial needs.

Sage Intacct integrations: Why they matter

Sage Intacct’s integrations extend its capabilities and create a more cohesive financial workflow. While its built-in features handle core processes, integrations with tools like Ramp bring additional benefits, such as automated spend management and enhanced expense tracking.

These connections ensure your tools work together seamlessly, reducing inefficiencies and eliminating data silos.

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Integrate with Ramp

Why integrate Ramp with Sage Intacct ERP software?

Sage Intacct easily handles financial complexities, but pairing it with Ramp unlocks even greater potential. Ramp’s advanced spend management tools complement Sage Intacct’s ERP capabilities by automating expense tracking, simplifying invoice management, and giving you more control over your financial operations.

Here’s how Ramp’s features work with Sage Intacct:

• Sync data in real time: Update vendor data, bill payment details, and tracking categories in Ramp, and see those changes reflected in Sage Intacct instantly
• Manage multiple subsidiaries: Handle financial activity for multiple entities, including bill payments, reimbursements, and transaction coding, all in one platform
• Classify transactions your way: Use Sage Intacct’s tracking categories, custom fields, and UDD directly in Ramp for easy and consistent transaction coding
• Audit every transaction: Access your complete transaction history in Ramp, from initiation to sync, with direct links to specific reimbursements or payments

Together, Ramp helps Sage customers close their books faster, offering a trusted solution for spend and expense management.

How integrating Ramp and Sage Intacct closed Marqeta’s books 88% faster

The finance team at Marqeta, a card issuing platform, struggled with inefficient manual processes for corporate card management and reconciliation, which slowed down their close and limited time for analysis. By implementing Ramp alongside Sage Intacct, Marqeta was able to meet these challenges head-on, saving time and reducing manual effort.

For Marqeta, the impact of integrating Ramp with Sage Intacct included:

• 88% faster close: Marqeta dramatically reduced its close time by syncing Ramp and Sage Intacct
• 7 hours saved monthly: Marqeta’s AP specialist cut time spent on corporate card processing from eight hours per month to just one hour
• Automatic transaction syncing: Transactions flow directly from Ramp to Sage Intacct, removing the need for manual uploads
• Consistent transaction coding: Merchant category rules in Ramp ensure accurate, automatic transaction categorization
• Faster insights: Real-time syncing allows the finance team to analyze business performance before the month ends, accelerating learning and decision-making

“​​We’re able to review our expenses much faster in the close process and analyze them,” says Megan Gemoll, Marqeta’s Director of Corporate Accounting. “We’re able to start the analysis of our month-over-month analytics even before the month ends because those transactions are importing over regularly.”

Marqeta’s experience highlights how Ramp’s integration with Sage Intacct eliminates inefficiencies, enabling smoother workflows and freeing up time for higher-value financial tasks.

Maximize efficiency with Ramp and Sage Intacct

Ramp and Sage Intacct integrate seamlessly to streamline financial workflows, improve decision-making with real-time visibility, and support businesses in scaling their operations efficiently. By combining Sage Intacct’s advanced ERP features with Ramp’s best-in-class spend management tools, you’re not just keeping up—you’re moving ahead.

Integrate Sage Intacct with Ramp and see how it can transform your financial workflows.