7 Best AP and Invoice Automation Software for Sage Intacct

This listicle aims to spotlight the Best AP and Invoice Automation Software for Sage Intacct. These tools not only enhance efficiency and accuracy but also unlock new levels of strategic financial management.

Verified Market Research reports that the size of the Accounts Payable Automation Market reached USD 2.7 Billion in 2023 and is expected to reach USD 7.5 Billion by 2030, with a growth rate of 11.92% CAGR projected for the forecast period 2024-2030.

Whether you’re a small business owner or a finance executive in a large corporation, understanding and utilizing these top-notch solutions can significantly optimize your financial workflows.

In the evolving landscape of financial management, the integration of advanced automation tools with robust accounting solutions like Sage Intacct is transforming how businesses handle their accounts payable (AP) and invoicing processes.

Best AP and Invoice Automation Software for Sage Intacct

Comparison Of The Top AP & Invoice Automation Software for Sage Intacct

Name	Best for	Pricing
Pairsoft	Accounts payable, procurement, and fundraising teams eliminate inefficiencies and work more efficient.	Contact for a quote.
PaperSave	Document Management Capture, validate, and retrieve documents	Contact for a quote.
Paymerang	Automating every step of AP process.	Contact for a quote.
Stampli	AP automation and invoice management.	Contact for a quote.
AvidXchange	PO automation, automated AP, paperless payments, streamlined payments.	Contact for a quote.
Helcim	Small and medium businesses accepting credit card payments in-person or online.	Contact for a quote.
Beanworks	Streamlining invoice approval management and start processing invoices faster.	Contact for a quote.

What is Sage Intacct?

Sage Intacct is a cloud-based financial management and accounting software designed to help small and mid-sized businesses streamline their financial operations.

It offers a comprehensive suite of accounting features including accounts payable and receivable, cash management, and financial reporting and dashboards.

Developed to provide real-time financial and operational insights, Sage Intacct facilitates informed decision-making.

Additionally, its flexibility allows for integration with other cloud services, making it a scalable solution that can grow with your business.

Benefits of Integrating the AP Automation Platform with Sage Intacct

The integration of an AP automation platform with Sage Intacct significantly enhances operational efficiency and financial visibility.

Firstly, this synergy reduces manual data entry, minimizing errors and freeing up valuable time for strategic tasks.

Secondly, it offers real-time visibility into financial data, allowing for more informed decision-making and faster reaction times to financial trends.

Additionally, automation of payment processes not only speeds up transactions but also strengthens vendor relationships through timely payments.

Furthermore, advanced analytics provided by the integration can help in identifying spending patterns and optimizing budget allocation.

Lastly, the increased control over financial processes aids in compliance and security, ensuring that financial operations are both transparent and secure.

Expert Advice: When choosing an AP and Invoice automation platform that integrates with Sage Intacct, prioritize solutions that offer seamless integration, ensuring smooth data synchronization and minimizing manual intervention. Look for platforms like Pairsoft that provide robust features such as automated invoice processing, electronic payments, and customizable approval workflows to enhance your financial operations’ efficiency and accuracy. Additionally, selecting a solution that offers real-time reporting and analytics can be invaluable for making informed decisions and identifying opportunities for cost savings in your AP processes.

List Of The Best AP Automation Solutions for Sage Intacct

Here is the list of top AP and Invoice Automation software for Sage Intacct.

#1. PairSoft

PairSoft is a cutting-edge AP Automation & Document Management Solution that streamlines procurement and AP processes within organizations of all sizes, providing a seamless integration with leading ERP systems.

By leveraging advanced technology, PairSoft facilitates a more efficient, paperless workflow, allowing businesses to automate purchase orders, invoices, and expense reports.

PairSoft’s automated AP software integration with Sage Intacct represents a significant step forward in financial and procurement management for businesses.

By connecting PairSoft’s comprehensive procurement capabilities with Sage Intacct’s powerful accounting and financial management, organizations can experience full visibility over data entry, approval workflows, and document auditing.

This integration facilitates real-time visibility into financial data, streamlines the approval process, and ensures accuracy across financial reporting.

Businesses benefit from the enhanced efficiency, as manual data entry is significantly reduced, minimizing the risk of errors and improving overall financial compliance.

The combination of PairSoft with Sage Intacct empowers companies to optimize their spending, manage cash flows more effectively, and make strategic financial decisions based on accurate, up-to-date information.

Features:

Automated data capture, which reduces manual entry errors, and electronic workflow approvals, ensuring that procurement policies are adhered to with greater transparency and accountability.
PairSoft offers a digital purchasing portal that simplifies vendor management and purchase requisition, making it easier for teams to request, approve, and procure goods and services.
The software’s robust reporting and analytics tools provide insightful data, enabling companies to make informed decisions about their spending and procurement strategies.
With its user-friendly interface and customizable options, PairSoft stands out as a comprehensive solution for enhancing the efficiency and accuracy of procurement and accounts payable processes.

#2. PaperSave

PaperSave emerges as a dynamic solution designed to streamline document management, electronic workflow, and transaction automation. It focuses on minimizing the reliance on paper documents, thereby enhancing operational efficiencies and reducing environmental impact.

Equipped with an intuitive interface, PaperSave allows users to capture, store, and search documents electronically, significantly speeding up retrieval times and improving document security.

PaperSave’s robust workflow capabilities automate processes like approvals, routing, and notifications, which in turn, reduce manual intervention, cut down processing times, and increase overall accuracy.

Document capturing from multiple sources, automated indexing, and advanced search functionalities, PaperSave is indeed a comprehensive document management and automation platform that stands to benefit organizations across various sectors.

Its seamless integration with Microsoft Dynamics, Blackbaud, and Sage Intacct provided users with one-click document access right from their ERP ensures that documents are directly associated with corresponding records, providing users with a holistic view of the data.

Features:

One-Click Document Access: PaperSave’s integration with major ERP systems like Microsoft Dynamics, Blackbaud, and Sage Intacct allows users to access documents directly from their ERP interface with a single click.
Electronic Document Capture and Storage: Enables users to efficiently scan, upload, and store documents in a secure, electronic format, reducing dependence on physical files.
Advanced Search Capabilities: Offers powerful search tools that allow users to quickly locate documents based on a wide range of criteria, significantly reducing retrieval time.
Seamless Workflow Automation: Automates business processes and workflows, facilitating faster document approval processes and enhancing overall operational efficiency.
Robust Document Security: Delivers comprehensive security features, including controlled access, encryption, and audit trails, safeguarding sensitive information from unauthorized access.
Environmentally Friendly: By minimizing the need for paper-based processes, PaperSave helps organizations reduce their ecological footprint and promote sustainability.

#3. Paymerang

Paymerang emerges as a revolutionary finance automation platform, specializing in streamlining the entire payment process for organizations. Its core functionality revolves around electronic payment processing, which simplifies the way businesses manage and execute their payables.

With Paymerang, companies can transition from traditional, manual cheque-based systems to an efficient, secure, and environmentally friendly electronic payment system.

Integrating Paymerang with Sage Intacct represents a significant leap forward in finance automation and efficiency.

This integration leverages Paymerang’s payment automation strengths with Sage Intacct’s robust financial management capabilities, creating a seamless, secure, and highly efficient payment processing workflow.

By connecting Paymerang’s electronic payment system with Sage Intacct, businesses can automate their payables directly within the Sage Intacct environment, eliminating manual data entry and reducing the risk of errors.

This integration not only streamlines payment processes but also offers real-time visibility into payment status and financial reporting, enabling better cash flow management and strategic financial decision-making.

With enhanced security features and compliance mechanisms, the Paymerang and Sage Intacct integration becomes a powerhouse for organizations looking to optimize their financial operations while ensuring accuracy and compliance.

Features:

Fraud prevention, automatic payment reconciliation, and vendor enrollment services set Paymerang apart, making it an invaluable tool for finance departments aiming to modernize their operations.

By automating the end-to-end payment lifecycle, Paymerang not only ensures operational efficiency but also delivers significant cost savings, enhances security, and improves vendor relationships through timely and accurate payments.

#4. Stampli

Stampli stands as an innovative solution in the landscape of accounts payable (AP) automation. It is designed to simplify the invoice management process, bringing efficiency and clarity to an otherwise complex workflow. The integration of Stampli with existing financial systems allows for a more streamlined and communicative invoice approval process.

Through these capabilities, Stampli not only boosts efficiency and accuracy in invoice processing but also enriches vendor relationships and empowers teams with data-driven insights for improved financial management.

Integrating Stampli with Sage Intacct further amplifies the efficacy of AP automation by ensuring a seamless data flow between the invoicing platform and the accounting system.

This integration facilitates real-time synchronization of financial data, eliminating the need for dual entries and reducing the risk of discrepancies.

Users benefit from the streamlined process where invoices processed in Stampli are automatically updated in Sage Intacct, including the general ledger, vendors, purchase orders, and payment information.

The integration is designed to be intuitive, requiring minimal setup effort and offering a user-friendly interface that does not disrupt existing workflows.

By connecting Stampli’s advanced invoice management capabilities with Sage Intacct’s comprehensive financial management tools, organizations achieve a higher level of efficiency, transparency, and accuracy in their accounts payable processes.

Features:

AI-driven Invoice Capture: Stampli’s AI technology, Billy the Bot, automates the capture and coding of invoice data, reducing manual entry and the potential for errors.
Collaborative Communication Hub: Provides a centralized platform for all communication related to invoices, ensuring that conversations, approvals, and questions are directly tied to the invoice record.
Intelligent AP Automation: The system learns from user actions to make smarter suggestions over time, speeding up the invoice processing cycle.
Seamless ERP Integration: Stampli integrates effortlessly with major ERP systems, ensuring that financial data remains synchronized across all platforms without the need for manual input.
Dynamic Approval Workflows: Customizable approval workflows that adapt to the organization’s unique structure and needs, ensuring that invoices are reviewed and approved by the right people.
Real-Time Analytics and Reporting: Offers detailed insights into AP processes, allowing for better financial decision-making and forecasting.
Vendor Management: Simplifies vendor interactions by providing a self-service portal for invoice submissions and status tracking, enhancing vendor satisfaction.

#5. AvidXchange

AvidXchange stands out as a leading provider of accounts payable and payment automation solutions for midsize companies.

Integration with Sage Intacct represents a strategic collaboration that brings AvidXchange’s robust accounts payable and payment automation capabilities directly into the Sage Intacct financial management system.

This partnership simplifies the process of managing financial transactions by automating the flow of data between the two platforms, ensuring accuracy and real-time visibility into financial operations.

Users benefit from an enhanced experience where they can easily manage payments within Sage Intacct’s interface, leveraging AvidXchange’s secure electronic payment solutions.

This seamless integration empowers businesses to optimize their financial workflows, improve cash management, and maintain strong vendor relationships through efficient, timely payments.

By leveraging these features, AvidXchange enables organizations to streamline their accounts payable processes, enhance operational efficiencies, and achieve significant cost savings.

Features:

Automated Invoice Processing: AvidXchange automates the entire invoice process, from receipt to approval, minimizing manual efforts and errors.
Electronic Payment Solutions: Offers a comprehensive suite of payment solutions that facilitate secure and efficient electronic payments to vendors, reducing reliance on paper checks.
Seamless Integration with Existing Systems: AvidXchange boasts seamless compatibility with over 180 accounting systems, ensuring smooth integration without disrupting current operations.
Fraud Detection and Prevention: Incorporates advanced security measures to detect and prevent fraudulent activities, safeguarding financial transactions.
Customizable Workflows: Allows for the customization of approval workflows to meet the unique needs of each business, enhancing control over the AP process.
Supplier Services: Provides a dedicated team to manage supplier enrollment and ensure a smooth transition to electronic payments, promoting vendor satisfaction.
Scalable Solutions: Designed to grow with your business, AvidXchange’s solutions are scalable to accommodate increasing transaction volumes and complex financial operations.

#6. Helcim

Helcim is recognized for its user-friendly, comprehensive payment processing solutions that cater to businesses of all sizes.

With its focus on transparency, security, and ease of use, Helcim stands out as a reliable partner for businesses looking to streamline their payment processes and enhance operational efficiency.

Integrating Helcim with Sage Intacct brings a new level of financial management and efficiency to businesses.

This partnership allows for a streamlined process where transactions processed through Helcim are automatically synced with Sage Intacct’s comprehensive accounting software.

By streamlining payment processing and accounting, Helcim’s integration with Sage Intacct empowers businesses to optimize their financial operations with greater precision and less effort.

Features:

Interchange-Plus Pricing: Helcim uses an interchange-plus pricing model, offering transparent and competitive rates that help businesses save on transaction fees.
Integrated Payments: Offers a seamless integration across various platforms, enabling businesses to accept payments online, in-store, and on-the-go through a unified system.
Advanced Security Measures: Ensures the safety of financial transactions with advanced security protocols, including PCI compliance, encryption, and fraud detection tools.
Merchant Account Services: Provides dedicated merchant accounts, giving businesses greater control over their payment processing and fund settlements.
No Long-Term Contracts: Helcim operates on a month-to-month basis without long-term contracts or early termination fees, ensuring flexibility for businesses.
Comprehensive Analytics and Reporting: Equipped with detailed analytics and reporting tools, Helcim enables businesses to gain insights into their sales trends, customer behavior, and transaction history.

#7. Beanworks

Beanworks – Redefining Accounts Payable Automation

Beanworks is a comprehensive solution focused on transforming the accounts payable (AP) process for businesses, making it more efficient, accurate, and cost-effective.

By automating tedious AP tasks, Beanworks allows financial teams to focus on strategic financial management rather than manual data entry.

Beanworks’ seamless integration with Sage Intacct embodies a forward-thinking approach to accounting automation.

This integration ensures that financial data flows smoothly between the two platforms, enabling businesses to maintain up-to-date and accurate financial records without the manual re-entry of data.

With Sage Intacct’s strong reputation for providing comprehensive accounting solutions and Beanworks’ efficiency in managing accounts payable, the combined strength of these platforms empowers businesses to enhance their financial operations.

Users can enjoy streamlined workflows, improved financial visibility, and greater control over their accounts payable processes.

This integration not only saves time but also significantly reduces the potential for human error, making it a critical asset for companies aiming to optimize their financial management practices.

By focusing on automation and integration, Beanworks sets itself apart as a vital tool for businesses looking to efficiently manage their AP processes.

Features:

Automated Invoice Processing: Beanworks captures and inputs invoice data automatically, minimizing manual errors and saving time.
Electronic Payments: Streamlines the payment process by supporting various electronic payment methods, enhancing flexibility and efficiency.
Approval Workflow Customization: Offers customizable workflows that fit specific business rules, ensuring the right invoices are approved by the right people.
Seamless Integration: Easily integrates with major accounting software, including QuickBooks, Xero, and Sage, providing a unified financial management experience.
Real-Time Reporting and Analytics: Provides insightful reports and analytics on AP processes, helping businesses identify bottlenecks and opportunities for cost savings.
Secure Document Management: Centralizes and secures all AP documents in one cloud-based platform, reducing physical storage needs and enhancing document accessibility.
Vendor Management: Simplifies vendor management with a centralized database, making it easy to manage vendor information and compliance documents.

Conclusion

In conclusion, integrating AP and invoice automation solutions into your Sage Intacct system not only optimizes the accounts payable process but also transforms the financial management of your business. From enhancing efficiency through the elimination of manual tasks to providing real-time analytics for informed decision-making and securing sensitive financial documents, these automation tools pave the way for more strategic financial operations.

Companies looking to streamline their AP processes will find that these solutions offer a clear path to achieving financial accuracy and operational excellence, ultimately contributing to a stronger, more resilient financial future.

FAQ’s – AP and Invoice Automation Software for Sage Intacct

How do you automate payables?

Automating payables is achieved by implementing software solutions that streamline and manage the accounts payable (AP) processes digitally.

This involves scanning and digitizing invoices upon receipt, using Optical Character Recognition (OCR) technology to extract critical data without manual input.

The software then matches invoices to purchase orders and delivery receipts, routes invoices for approval based on predefined rules, and executes payments automatically upon approval.

Does Sage have accounts payable?

Yes, Sage offers a robust accounts payable (AP) management feature within its suite of financial and accounting solutions. Sage’s AP capabilities are designed to help businesses manage their expenses more efficiently by automating the processes of invoice entry, matching, approval, and payment.

What are the payment methods for Sage intacct?

Sage Intacct supports a variety of payment methods to accommodate diverse business needs, offering flexibility and efficiency in managing transactions. These payment methods include traditional options like checks and ACH (Automated Clearing House) transfers, as well as more modern solutions such as credit cards and electronic payments through third-party vendors like PayPal and Stripe. This variety ensures that businesses can select the most convenient and cost-effective method for their specific circumstances, enhancing the overall financial management process.

How much does Sage Intacct implementation cost?

The cost of implementing Sage Intacct largely depends on the specific needs and size of the business opting for this cloud-based financial management solution. Pricing can vary significantly. Factors affecting the price include the number of users, the complexity of the financial operations, the level of customization needed, and additional modules or features selected. Prospective users are encouraged to contact Sage directly or consult with an authorized Sage partner for a tailored quote, as this ensures a pricing plan that is accurately aligned with their business requirements and financial objectives.

What is the AP invoice automation process?

The AP invoice automation process involves using software to automatically handle the tasks of receiving, processing, and paying invoices. Instead of manually entering invoice data, checking for errors, and approving payments, the software does it all. This means invoices are processed faster, with fewer mistakes, and without the need for physical paperwork, making the whole accounts payable (AP) process more efficient for businesses.

Research Process – AP And Invoice Automation For Sage Intacct

Total time we spent on evaluating these tools: 48
Total tools evaluated: 10
Total tools finalized: 7

Related posts:

7 Best AP and Invoice Automation Software for Sage Intacct

Comparison Of The Top AP & Invoice Automation Software for Sage Intacct

What is Sage Intacct?

Benefits of Integrating the AP Automation Platform with Sage Intacct