HomePlatformSage Intacct integration
Accounting alignment

Built to map cleanly to Sage Intacct

A dimensional general ledger, an Intacct-aligned chart of accounts, and ID-mapping fields on your master data, designed so the numbers coming out of the field line up with the way your books are dimensioned.

Honest first: what "integration" means here

This is where roofing contractors get burned, so here is the plain version. SitewideOps is export-ready and mapping-aligned with Sage Intacct. It is not a finished, automatic two-way connector that syncs journals to Intacct on its own today.

What it does provide is the hard part done right: a general ledger dimensioned the way Intacct expects, a chart of accounts aligned to a real Intacct chart, and ID-mapping fields on your master data so records line up one-to-one. That means when data moves to Intacct, it maps cleanly instead of forcing your controller to re-code everything by hand. And a live public REST API, sync-status fields, and reference IDs are already in place, so data can move programmatically today, and a native connector has a foundation to plug into.

Dimensioned the way your books are

Every journal line carries the full dimension set, so the GL speaks Intacct's language natively.

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Dimensional GL

Every journal line is tagged by Project/Job, Location, Department, Cost Code, and Cost Type (plus customer, vendor, and employee), so the ledger is sliceable the same way Intacct dimensions it.

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Intacct-aligned chart

A real 163-account chart aligned to Sage Intacct, so accounts map across without inventing a translation layer between the two systems.

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Locations & departments

Departments modeled as trades with codes and a hierarchy, and locations that carry their own Intacct IDs: the entity structure Intacct uses, mirrored here.

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Intacct-ID mapping

Optional Intacct-ID fields on vendors, customers, items, and employees line records up one-to-one, and a CSV bulk-backfill lets accounting paste the IDs in after records are created in Intacct.

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Configurable posting rules

Posting rules control which accounts documents hit by cost type and system role, overlaid on the built-in defaults, so future postings follow your chart without touching code.

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Close & audit

Accounting periods with month-end close block postings into a closed month, journals must balance to the cent, and a full audit trail records every create, transition, and reversal.

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Open REST API

A versioned public REST API (with an OpenAPI spec and scoped API keys) is live today, so vendors, customers, and transactions can move programmatically. It's also the foundation the Intacct connector is being built on.

A ledger your controller can trust

The accounting under SitewideOps behaves like real double-entry, not a reporting veneer. Journals must balance to the cent or they don't post, corrections are reversal entries rather than edits, and every account a document hits is validated against the chart, so a rule pointed at a missing account fails loudly instead of silently mis-posting.

Terms are modeled the way accounting needs them: separate AP and AR payment terms, 1099 vendor types, and a unit-of-measure catalog, all aligned to the same Intacct configuration. AP and AR balances stay documents-up (invoice balances follow payments, project and customer balances follow open posted invoices), so what the ledger says and what the documents say never drift apart.

Where it's headed. A native Sage Intacct connector is in active development, and the dimensions, sync-status fields, reference IDs, and the live open API are the groundwork it plugs into. Tell us how your Intacct instance is configured and we'll walk through exactly how the data lines up today.

Frequently asked questions

Is this a live two-way sync with Sage Intacct?
No, and we won't claim otherwise. Today it's export-ready and mapping-aligned: the GL is dimensioned the way Intacct expects, the chart is aligned to a real Intacct chart, and ID-mapping fields line records up. A native Sage Intacct connector is in active development, not yet a shipped feature.
Is there an API to move data today?
Yes. A versioned public REST API is live, with an OpenAPI spec and scoped API keys, so your team or your accounting system can read and write records programmatically right now. The turnkey Sage Intacct connector is being built on that same foundation.
How is the general ledger dimensioned?
Every journal line carries Project/Job, Location, Department, Cost Code, and Cost Type, plus customer, vendor, and employee. That's the full dimension set Intacct works in, so the ledger can be sliced the same way your books are and maps across without re-coding.
How do records line up with Intacct records?
Vendors, customers, items, and employees carry optional Intacct-ID fields for one-to-one mapping. Because records are typically created in Intacct first by accounting, you can paste the IDs back in on the form or bulk-backfill them through the CSV importer's update mode.
Can I control which accounts things post to?
Yes. Configurable posting rules govern which accounts documents hit by cost type and system role, layered over the built-in defaults so an empty rule table posts identically. Rule changes affect future postings only. Corrections always stay reversal journals.
Does it handle month-end close and audit?
It does. Accounting periods can be closed so nothing posts into a closed month, journals must balance to the cent before they post, and a full audit trail logs every create, workflow transition, and reversal: the controls a controller and an auditor expect.

Keep exploring

Get your field data speaking Intacct's language

See how a dimensional GL and an Intacct-aligned chart line up with the way your books are already structured.

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