Sage Intacct integrates with Chargebee to help SaaS companies with GAAP-Compliant Revenue Recognition and Bookkeeping.
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Streamline your Subscription Finance with Chargebee and Intacct

Chargebee +
Sage Intacct

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 have up-to-date data and the ability to implement processes for enterprise-grade accounting. With the first-and-only integration support for Intacct’s Tax Solution module, customers in the UK, South Africa, and Australia can automate compliance reporting and make regulatory filings seamless.

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.

Accurate GL and Entity Mapping

Choose how you want to update your financial records with the Chargebee + Sage 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 for Payments and Refunds

  • Dimensions like Location, Department, Class etc. to items in Intacct

Auto-sync invoice and accounting data

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:

  • Customers

  • Multi-currency invoices and credit memos with tax information

  • Payments and Refunds

  • Offline payments with a bi-directional sync

Compliant Revenue Management Rules

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 + Sage Intacct integration, you can map RevRec templates based on Plans, Addons, One-time charges, and even Setup fees.

Frequently Asked Questions
What information flows between Chargebee and Intacct?
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.
I have multiple entities in Intacct; how will the sync work in this case?
You can select a specific entity to which you want to sync the customers and invoices in Intacct.
I’m currently using Xero/QuickBooks and want to start using Intacct. How will that impact my accounting integration with Chargebee?
You can turn off the integration with Xero/QuickBooks Online and set up the integration with Intacct. We will help update the integration data in Chargebee.
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