Big decision there with Intacct. If you’re here, it means you probably have a pretty sophisticated business and accounting process already. And you actively look for areas to drive efficiencies in your financial operations.
Chargebee integrates perfectly into Sage Intacct and ensures you’re dealing with up-to-date data across tools. What’s more, it’s easy to implement the financial controls and processes you need with enterprise-grade accounting.
And if you’re managing multiple entities and need to manage cross-entity reports and transactions, the Chargebee + Sage Intacct integration has you covered. Sync information, model complex customer organizations, and generate GAAP-Compliant Revenue Recognition reports.
Choose how you want to update your financial records with the Chargebee + Intacct integration. Define clear relationships between journal entries and source transactions, by mapping customers in Chargebee to a specific entity in Intacct, for a transparent audit trail.
The integration lets you map:
Customers to a specific entity in Intacct
GL Accounts for Plans and Addons
Bank Account/Undeposited Funds Account for Payments and Refunds
Dimensions like Location, Department, Class etc. to items in Intacct
Ensure clear communication between your finance stack. Set up one-way sync of invoices and related information from Chargebee to Intacct. And auto-sync every 24 hours with visibility into successful as well as failed sync attempts.
With Chargebee and Intacct, you can automatically sync:
Multi-currency invoices and credit memos
Payments and Refunds
Offline payments with a bi-directional sync
As you get closer to enterprise scale, the accuracy of your revenue reports becomes critical. Chargebee facilitates the generation of audit-ready Revenue Recognition and Deferred Revenue reports. You can create RevRec schedules for each item in Intacct and automate the recognition process.
With the powerful ASC 606-compliant Revenue Recognition Reporting, you get from the Chargebee + Intacct integration, you can map RevRec templates based on Plans, Addons, One-time charges, and even Setup fees.
Chargebee creates Sales invoices in Intacct on a daily basis. Sales Orders will not be created. Offline payments once reconciled, will sync back to Chargebee.
You can select a specific entity to which you want to sync the customers and invoices in Intacct.
You can turn off the integration with Xero/QuickBooks Online and set up the integration with Intacct. We will help updating the integration data in Chargebee.