AP AUTOMATION FOR SAGE INTACCT

Every invoice, coded for your books.

Ottimate captures invoice line items, applies your GL accounts and dimensions, and syncs bills to Sage Intacct with access to the original invoice.

Sage Intacct reports by location. Invoices don’t show up that way.

A produce invoice shows up with 40 lines for 2 locations, plus a credit for a case that arrived crushed. Before Sage Intacct can show food cost by location, someone has to split it, code it, and key it in.

Then, the invoice shows up.

Ottimate reads it and knows what each line means for each location.

HOW IT WORKS

From invoice to Sage Intacct.

Onboard your suppliers before the first invoice. Ottimate verifies the supplier before the first payment. 

Snap it or forward it
AUTOMATIC SYNC

Keep Sage Intacct and Ottimate connected.

Bring vendors, GL accounts, and supported dimensions from Sage Intacct into Ottimate. Sync coded bills and supported payment transactions back to Sage Intacct, helping keep your AP workflow and accounting records aligned.

From Sage Intacct To Ottimate

  • Vendors
  • Chart of accounts
  • Supported standard and user-defined dimensions
  • Purchase orders and receipts

From Ottimate To Sage Intacct

  • Coded bills with line-level accounting detail
  • Original invoice access
  • Vendor payment transactions
  • Corporate card transactions
SAGE EXPERTISE

Built around the way you use Sage Intacct.

Your accounting structure shapes the integration. Ottimate aligns invoice coding with your GL accounts and supported dimensions, while approval workflows help route invoices to the right people before bills sync to Sage Intacct.
FROM INVOICE TO PAYMENT

Check it. Approve it. Pay it.

Capture invoices, then match, approve, and pay them in Ottimate, with every step synced to Sage Intacct.

CHECK

Ordered 12 cases. Billed for 14.

Match invoice lines against Sage Intacct purchase orders and, for three-way matching, receiving records. Flag discrepancies for review before approval or payment.

APPROVE

The right invoice. The right approver.

Route invoices by location, amount, or GL account. Give approvers access to the invoice image and coding details so they can review the information in one place.

PAY

Pay the vendor where you approved the bill.

Approved bills get paid from Ottimate and marked paid in Sage Intacct, so nobody reconciles them twice.

SPEND MANAGEMENT

Card purchases, coded for your books.

Card purchases, coded for your books. Apply GL accounts and supported dimensions to employee card purchases, then sync the transactions to Sage Intacct.

AUDIT

Every touchpoint, tracked.

Track invoice activity and approval history in Ottimate, with role-based access to support your AP controls and audit preparation.

Industries

Built for businesses with more than one front door.

Restaurant groups, hotels, grocers, healthcare networks, and clubs run Ottimate on Sage Intacct. Support each location’s AP needs while keeping GL coding and dimensional reporting consistent across your organization.
Frequently Asked Questions
Ottimate integrates with Sage 50/100/300/1000/X3, and we support integrations with Sage Intacct versions 8.31 or higher for cloud-based subscriptions.
Ottimate’s AP Automation for Sage fully supports Intacct’s dimensions, allowing for detailed, dimension-based financial analysis and reporting.
Our Sage Intacct integration is included at no additional charge with your Ottimate subscription.

Less manual AP work. More time for your next Sage Intacct close.