Give agents the order and subscription details they need, and reach buyers the moment a payment fails.
Get more done with Tidio and Sage Intacct integration
Answer invoice and balance questions in Tidio with the Sage Intacct record in view.
No credit card required
Contact sales
Integration availability depends on your Tidio plan.
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Category
Finance
Integration availability depends on your Tidio plan.
Compare plans
Use cases
What you can do with Tidio and Sage Intacct
Explain an invoice
The Sage Intacct invoice and its lines answer a billing question inside the conversation.
Confirm a payment
Applied payments settle the question without an email to the finance team.
Answer from the right entity
Multi-entity businesses avoid quoting a balance from the wrong set of books.
Hand over cleanly
An escalation carries the Sage Intacct document reference with it.
Overview
Sage Intacct holds the invoices, the receivables and, for a lot of companies, several entities worth of them. Support gets the billing question first and usually cannot see any of it. Reading Sage Intacct into Tidio means the agent has the invoice, the balance and the entity it belongs to while the customer is still there. Posting, approvals and revenue treatment stay in Sage Intacct, where the controls live.
Key features
- Invoice in the chat The Sage Intacct document, its total and its status.
- The right entity Multi-entity setups answer from the correct books.
- Balance and terms Say what is outstanding and when it was due.
- Approvals stay put Posting and workflows remain in Sage Intacct.
Sage Intacct
Finance
Tags
Workflow Automation
Contact Sync
How it works
Connect Sage Intacct in minutes
1
Connect Sage Intacct and Tidio
Zapier, Integrately or Make links the two, or a service reads Sage Intacct and posts to the Tidio API.
2
Scope by entity and customer
Every lookup should name the entity, so the answer comes from the right books.
3
Keep posting in Sage Intacct
Journals, credits and approvals happen there, with the controls unchanged.
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Frequently asked questions
Common questions about the Sage Intacct integration
How do multiple entities affect this?
They decide the lookup. A customer can exist in more than one entity with different balances, and answering from the wrong one is worse than saying you will check. Include the entity in the query and show it to the agent so the answer is unambiguous.
Can support post anything?
Better not. Sage Intacct has approval workflows because a posting affects the close and the audit trail. Let the conversation gather the request, let finance post it, and use the chat to tell the customer once it is done rather than promising it will be.
Is the Sage Intacct integration available on my plan?
Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the Sage Intacct integration.