Sage Intacct Integration

Bring costs and project data from Sage Intacct into the R&D agent and our white-label products.

Why connect Sage Intacct

Sage Intacct often holds project-level cost data that fits R&D allocation well. Connecting it keeps that detail intact.

What syncs

ERP. Exact fields depend on your setup.

Product	What can sync with Sage Intacct
R&D Tax Credit AI agent	Wages, contractors, supplies and cloud costs, coded to projects
TaxTrex (white-label)	Costs and time allocated to R&D projects
creditARMOR (white-label)	Claim data used for mock-audit checks
Custom AI work	Data we need for agents and automations we build for you

Setup steps

1
Tell us your setup
Share how you use Sage Intacct and which products you want connected.
2
We confirm the connection
We check what is possible and agree it in writing.
3
Connect and test
We link the systems and check the numbers against your records.

Security note

Access is limited to what the work needs and is agreed with you in writing. We do not claim certifications we do not hold. See the Trust Center for where things stand.

Integrations are proposals until confirmed for your setup. Tell us which system you use and we will confirm what is possible before you commit.