Sage Intacct is the cloud ERP of choice for professional services firms, non-profits, and financial services companies that need multi-dimensional GL tracking, strong project accounting, and AICPA-endorsed financial management. TallyArc's Intacct integration extends Intacct's AR capabilities with a modern client billing portal while keeping every transaction perfectly recorded in Intacct's general ledger.
Intacct's integration model
Unlike OAuth-based integrations, Sage Intacct uses its own XML-based Web Services API with company/user credentials. TallyArc connects via these credentials with Web Services permissions enabled on the integration user's role.
Setting up the integration
- In Intacct, create a dedicated Web Services user (Company → Users → Add User → Web Services User type)
- Assign a role with permissions: Accounts Receivable → Invoices, Customers, Payments (all set to Full)
- Enable Web Services for your company (Company → Subscriptions → Web Services)
- Note your Sender ID and password from the Web Services settings
- In TallyArc, go to ERP → Sage Intacct → Connect
- Enter your Company ID, user ID, user password, and Web Services Sender ID/password
What syncs
- Customers — Intacct AR customers import to TallyArc as clients
- Invoices — TallyArc invoices create AR invoices in Intacct with line item detail
- Payments — client payments in TallyArc create AR payments in Intacct, clearing the open invoice
- Dimensions — Intacct's custom dimensions (Department, Project, Location, Class) map to TallyArc categories for segment reporting
Dimension mapping
Intacct's multi-dimensional GL is one of its defining features. For each invoice line, TallyArc can populate:
- Department — the billing department or practice area
- Project — for project-based billing, the Intacct project ID
- Location — entity location for multi-location businesses
- Class — custom segment (e.g. product line, fund)
Configure dimension defaults per client or per invoice category in TallyArc's Intacct settings. For project-based invoices, the project dimension can be set on the invoice itself.
Multi-entity setup
Sage Intacct's multi-entity framework is well-supported: each TallyArc company maps to an Intacct entity, and inter-entity transactions (where one entity bills on behalf of another) can be configured in Intacct's multi-entity settings. TallyArc respects Intacct's entity-level permissions — the integration user only needs access to the entities you're billing from.