24 Feb 2025
3 minutes

Unlock faster accounting with Sage Intacct & Payhawk in 2025

Graphic showing a sage intacct integration
Quick summary

If your business is trying to grow and compete, speed is vital. But you can’t guarantee success with speed alone. You need razor-sharp insights to make sure each decision is the right one. Learn how you can do it by integrating your Sage Intacct ERP with a spend management platform.

Table of Contents

    Your business needs to act rapidly to mitigate risk and capitalise on new opportunities, especially during periods of economic change and instability.

    In 2025, with new governments hitting the world stage, and regulations and market conditions shifting, you need to support change — fast. Your finance team needs to be able to make decisions quickly, meaning you need to equip them with real-time data and agility-supporting tech (not let them become bogged down by outdated financial reports or manual reconciliation processes).

    Four big reasons you need a fully integrated tech stack in 2025

    1. Move fast in times of economic uncertainty

    At Payhawk, we ensure that your financial data, from on-the-road corporate card payments to planned invoices, purchase orders, and more, flows automatically into your accounting system. This real-time data sync allows you to assess your financial position and make strategic adjustments almost immediately, which is vital when every decision counts during times of uncertainty.

    Let’s say a new government policy impacts your operational costs. With Payhawk, you can instantly update your budgets and track new spending patterns across regions. Plus, with our integrations, your finance team can act quickly and avoid costly reporting delays.

    ERP INTEGRATION

    Sync spend seamlessly with Sage Intacct

    2. Navigate the increasing complexity of global operations

    Managing multi-country operations is complex, with different currencies, tax laws, and financial reporting requirements. Add to that, the burden of managing several disconnected systems, and it's clear that your business will need a unified tech stack to keep things running smoothly.

    A direct ERP integration with Sage Intacct takes the headache out of global operations. If you have subsidiaries across the US, UK, or EEA, you can centralise your financial data into one ecosystem.

    Your spend platform's multi-entity capabilities will ensure you can track all your global spending in real time, while Sage Intacct’s accounting features ensure compliance with local regulations. The integration makes it easy to track and manage your financials across multiple countries, currencies, and divisions without the complexity of manually transferring data between different systems.

    David Watson, Group Financial Controller at State of Play Hospitality, says:

    Taking corporate credit card transactions away from traditional banks to a product with a direct ERP integration was a game changer! With Payhawk, we save time and make better decisions thanks to complete visibility over our multi-entity spend.

    3. Real-time is the new normal (hey, Gen Z)

    Real-time data isn’t just a trend — it’s a necessity. As younger generations, particularly digitally native Gen Z, populate the workforce, the demand for instant access to information is higher than ever. They’ve grown up in a world where everything from social media to messaging is real time, and they expect the same from your business tools.

    By integrating your spend management platform with Sage Intacct, you get instant access to real-time financial data. No more waiting for the end of the month to figure out your spending patterns. Your transactions are automatically synced in real-time, meaning you can see exactly where your money is going as it happens, to make proactive adjustments, optimise cash flow, and forecast more accurately.

    Howard Thompson, Global Financial Controller at GDS Group, says:

    Our biggest benefit is around the live real-time information we get in the business. It's really important to track all our expenses and costs for each event. We use all the custom fields when creating and adding expenses in the Payhawk solution — so each event has a project code.

    "Payhawk has done a great job of ensuring that we can get that custom field from our ERP and the project code [from the ERP] into Payhawk… Then, as we have all of our expenses coded up to project codes in the Payhawk solution, we can report on our margins by event and so on.”

    4. Your competitor has real-time insights. It’s a race to the top.

    It’s tough out there, and your rivals are already leveraging real-time data to optimise their operations. They have access to spend data as it happens, allowing them to respond faster to opportunities, make better financial decisions, and improve their operational efficiency. It’s 2025, and without real-time insights, you’re going to be at a serious disadvantage.

    With an integration with Sage Intacct, you can level the playing field.

    You’ll have real-time visibility into your finances, allowing you to adjust spending, plan better, and make data-driven decisions. Real-time data is the foundation of modern spend management (and general business decision-making!) and having it at your fingertips gives you a critical advantage.

    Adria Vazquez, CFO at VICIO, describes the importance of agility when it comes to growing the business.

    With the spend management tool we used before, we felt blind about certain information. I didn’t know where to make adjustments and couldn’t find things out fast enough. Now with Payhawk, we can maintain control and visibility over spend .. And the traceability empowers us to invest our cash [in the business] where it will generate the greatest profitability.

    Move faster: Integrate Sage Intacct with Payhawk spend management

    The benefits of integrating with Sage Intacct are clear: streamlined processes, real-time data, and better decision-making capabilities.

    However not all spend management integrations are created equal. What sets our integration apart is how easy it is to get started and how quickly you can realise a return on investment.

    Seamless data migration:

    Data migration doesn’t have to be painful. We simplify the process by auto-syncing accounting information directly via an ERP integration. From accounting categories and custom fields to VAT rates and vendor data, everything is automatically transferred into our platform. This transfer eliminates the need for manual data entry and ensures that your data is consistent and up to date.

    Here’s how it looks for Payhawk customers:

    1. Connect Payhawk to Sage Intacct

    • In Payhawk, navigate to Settings > Integrations and select Sage Intacct
    • Authenticate the connection using your Sage Intacct Web Services User Credentials & API Key
    • Configure permissions to enable real-time data syncing

    2. Sync core accounting data

    • We auto-fetch and sync essential accounting structures, including:
    • Chart of accounts
    • Accounting categories
    • VAT rates & tax codes
    • Vendor lists & custom fields
      This ensures that you can categorise all transactions correctly from the start

    3. Automate transaction mapping & reconciliation

    • We auto-classify every expense based on predefined rules for you (e.g., category, project, department)
    • You can set custom rules to map transactions to the correct general ledger accounts
    • We automatically attach all receipt and invoice data to journal entries to ensure audit readiness

    4. Export & review transactions

    • We automatically push all transactions to Sage Intacct in real time
    • Non-native integration? We provide custom accounting templates (CSV, JSON) for easy data export
    • You get the chance to preview and approve transactions before final sync

    5. Real-time sync & continuous data flow

    • Your approved transactions appear instantly in Sage Intacct’s General Ledger
    • Sync status and logs are visible in Payhawk for full transparency
    • Any adjustments made in Payhawk update in real time, ensuring consistency between systems.

    And for customers using non-native integrations? We also support API integrations and provide accounting templates to support dozens of ERP integrations aside from Sage Intacct, allowing you to easily export your data and transactions — without any complex manual work.

    Superior implementation:

    Let’s say you’ve decided to switch and you’re ready to make a tangible difference to your org with smart, seamless spend management. You don’t want it to take forever.

    At Payhawk, we’ve built our integrations with automation at their core, meaning much of the pre-accounting work is done in our platform before data even reaches Sage Intacct. This allows for faster month-end close, real-time reconciliation, and reduced manual admin. In fact, our average ROI in 2023 was just *10 months, significantly faster than the industry average (according to *G2 data).

    Martin Reindl, Director of Implementation at Payhawk, says:

    Implementation at Payhawk depends on the customer. Sometimes it takes just 15 days for us to complete the technical activation and implement the solution… Then, for data migration, we look at a few things: Number one is the native integration to ERP systems for accounting information. By connecting the ERP system, we can sync all accounting categories, custom fields and values, VAT rates, and vendors directly from the ERP.

    “At Payhawk, we're pleased to partner with our customers throughout the implementation process. Our shared goal is their success on the Payhawk platform, and we want to ensure they get the absolute most out of the solution,” Martin continues.

    Effortless setup:

    Setting up our platform with Sage Intacct is quick and easy for Payhawk customers. Thanks to bulk import processes and a dedicated team of experts, there’s no time wasted on manual data entry. You can get up and running with minimal disruption, while we provide you with support every step of the way.

    Robbie Hadfield, Senior Director of Solution Engineering at Payhawk, describes the Sage integration, saying:

    Accountants and finance managers love our integrations because we build them with finance professionals in mind and follow the accruals concept … meaning we auto-transfer accounting data without manual uploads or journal entries between the two accounts.

    “Then with implementation, when we help you get set up, the key is just making sure you map the correct transaction types, GL codes, etc. But of course, we support customers completely and at every step with implementation to get this right. We work with you to understand your unique needs and tailor the setup to ensure you get the most benefit, right from the start.”

    Actions: How to get started with Payhawk

    If you’re ready to take control of your spend management and unlock the full potential of your tech stack, integrating with Sage Intacct is the next logical step. Here’s how to get started:

    1. Book a personalised demo: Schedule a call with our team to see our platform in action. We’ll walk you through the integration process, show you how it works with Sage Intacct, and answer any questions you have.
    2. Set up your integration: Once you’ve decided to move forward, our team will guide you through the simple setup process. We’ll help you map your balance accounts, sync your vendor data, and customise your accounting setup to meet your needs.
    3. Start automating your finance workflows: With our integration with Sage Intacct, you’ll experience the power of real-time spend management, seamless reconciliation, and faster month-end close. Your team will be able to focus on strategic decision-making, rather than spending time on manual processes.
    4. Experience the benefits: Once up and running, you’ll start seeing the results immediately: greater control over spending, more efficient financial processes, faster decision-making based on real-time data, and happier finance teams.

    Want to experience real time spend visibility for yourself? Book a personalised demo today to see how you can save time on manual admin, close your month twice as fast, and streamline your financial processes with Payhawk.

    Trish Toovey - Content Director at Payhawk - The financial system of tomorrow
    Trish Toovey
    Senior Content Manager
    LinkedIn

    Trish Toovey works across the UK and US markets to craft content at Payhawk. Covering anything from ad copy to video scripting, Trish leans on a super varied background in copy and content creation for the finance, fashion, and travel industries.

    See all articles by Trish →

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