Scoro & Sage Intacct Integration
Run your projects and business in Scoro, take care of your accounting in Sage Intacct. Sync bills, invoices, dimensions and payments between the two systems.
Keep your projects and accounting in sync
What is Scoro?
Scoro is a work management software that helps professional service businesses deliver successful projects from quote to cash.
What is Sage Intacct?
Sage Intacct is a cloud-based accounting software that helps companies automate accounting and financial processes.
Scoro + Sage Intacct
By integrating the two platforms, you will gain complete control and visibility into your project finances.
Gain new insights into profitability
Take care of company-wide accounting and reporting in Sage Intacct, but deep dive into project finances in Scoro to understand what drives your growth. Use Scoro to compare project cost and time estimates with actual results. Understand how each client, service, or team contributes to your success. Use these insights to combat over-servicing, improve budgeting, and tweak pricing.
Reduce errors with automated data exchange
Ensure data integrity with an easy setup. Minimize the risk of human errors and miscommunication by having the systems sync relevant dimensions, tax details, GL accounts, customers, and vendors automatically.
Make invoicing easier for your project team
Eliminate the need to send manual reports to your accounting team to explain what to invoice and when. Generate invoices directly in Scoro based on confirmed quotes or logged time and incurred expenses. Send them out to clients right away with little effort.
Maintain control over data flow
Set up the integration in a way that matches your ways of working. Pick an automatic sync or go with the manual one if you have more thorough review processes in place. Decide what data is exchanged and how often. Sync dimensions to expand reporting options in Sage Intacct and make inter-company billing easier.
Simplify collaboration between departments
Do away with constant back-and-forth emails between the project and the accounting team. Sync all invoices and bills with Sage Intacct with just a few clicks. Information about payments is synced back to Scoro to keep everyone informed.
Keep project managers in the loop
Have project managers track payments directly from Scoro, so they can help with reminders and be aware of recurring issues. Ensure they have a constant overview of project costs, both internal and external, without having to wait on extra updates from the accounting team.
Customer success stories
Scoro has really become the backbone of our company. It has enabled us to pursue higher quality in every single thing we do. From sales and finances to project management and accountability.
Monica Fernandez, COO
Mallol Arquitectos
We feel that we finally have a tool that enables us to grow – and that will scale as we add more people to the team.
Tyler Webb-Harding, Operations Director
StrategiQ
We looked at many tools, so I can confidently say that there’s no other platform as thoughtfully and logically designed as Scoro.
Harv Nagra, Group Director of Operations
SAENTYS
Scoro has ensured my team is not overworked, resources are used optimally, and less time is wasted on project management confusion.
Anna-Kaisa Reed, Art Director and Design Team Manager
Aava & Bang
Scoro helped us create these bridges between creative, analytical, and finance people – something we weren’t doing before. It really has had a positive impact on our culture.
Monica Fernandez, COO Mallol ArquitectosThere's a real focus point around the Scoro dashboard which allows us to look at the full lifecycle of a job. So it's given us real-time financial analysis. It's also allowed us to get rid of the dreaded Excel spreadsheet.
Adrian Strittmatter, CEO SAENTYS