Sage Intacct

Connect Sage Intacct to LeanPay in minutes. Avoid the manual entry of your customer data and speed up your recovery.

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How the LeanPay x Sage Intacct integration works

If you use Sage Intacct as your financial management solution, LeanPay connects to the platform to automatically synchronise all the data required to manage your accounts receivable.

The integration allows LeanPay to retrieve invoices, credit notes, payments, outstanding amounts, due dates, as well as customer data including contacts, details and additional information useful for follow up. All this information is centralised in LeanPay to provide a reliable and actionable view of accounts receivable.

Invoice PDFs are also imported and can be automatically attached to customer reminders, making communication and case follow up easier.

This synchronisation ensures that the data used in LeanPay remain aligned with the accounting data from Sage Intacct throughout the entire invoice lifecycle, enabling consistent management of outstanding amounts and collections actions.

About Sage Intacct

Sage Intacct is a 100 percent cloud based financial management software designed to help companies structure and manage their accounting and financial performance. The solution relies on automation and artificial intelligence to improve team efficiency and support organisational growth.

The platform provides real time financial visibility through fully customisable dashboards and interactive reports. Users can analyse their data in depth, down to underlying transactions, without relying on external tools such as Excel.

Sage Intacct is built on a multi dimensional accounting approach, enabling data analysis across multiple dimensions such as customers, products, segments or entities, without adding complexity to the chart of accounts. This level of granularity makes performance monitoring and decision making easier.

Its automation and AI driven features help reduce manual tasks, detect anomalies and simplify reconciliation processes, accelerating financial close cycles and limiting the risk of errors.

Sage Intacct also covers key accounts payable and accounts receivable processes, automating invoice processing, payment collection and transaction tracking. Its open cloud platform, supported by APIs, allows seamless integration with other business tools to centralise financial data and eliminate manual data exchanges.

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Why use the Sage Intacct x LeanPay integration?

Fast integration

In just a few hours, LeanPay connects to Sage Intacct to synchronise the data required to manage your accounts receivable.

Accounting aligned outstanding amounts

Data synchronised from Sage Intacct ensure that the information used in LeanPay accurately reflects your accounting reality.

Dedicated support team

LeanPay teams support you throughout the setup of the connection with Sage Intacct and ensure the synchronisation runs smoothly.

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3 steps to connect your tools

Create your LeanPay account
Create your LeanPay account
Configure your settings
Create your LeanPay account
Configure your settings
Configure your settings
Once the SMS option is activated, set the sender name for your SMS messages.
Set up your LeanPay workspace according to your company to start centralizing your customer data.
Set up Electronic Registered Delivery in LeanPay, including letter templates and sender details.
Set up your LeanPay workspace to centralise your customer data.
Set up your LeanPay workspace according to your company to start centralising your customer data.
Define the sending settings for your standard or registered letters: sender address, logo, footer, etc.
Sync your data
Add an SMS step to your reminder plan
Connect your Outlook business email
Connect your Gmail business email
Add the Electronic Registered Delivery step to your reminder plan
Connect your Infolegale account
Importez vos données
Connect your Creditsafe account
Add a letter step to your reminder plan
Follow the automated import process to transfer your data from Sage Intacct to LeanPay.
Centralise your email
Emails sent and received are automatically synchronised in LeanPay.
Centralise your email exchanges
Emails sent and received via Gmail are automatically synchronised and stored in LeanPay.
Send your first Electronic Registered Deliveries
Validate the sending of Electronic Registered Deliveries from your reminder to do list once the delay threshold is reached.
Send your first SMS
Start sending your first reminders
Send your first letters
Choose between automatic sending managed by LeanPay or manual approval of each message.
Your two tools are now connected
Approve sending from your reminders to-do list or let LeanPay handle dispatch automatically according to your settings
Retrieve your Infolegale data
Récupérez vos données
Get your Creditsafe data
LeanPay automatically imports the credit opinion, the Infolegale score, their historical changes and all available information for each customer.
LeanPay importe automatiquement l’ensemble des informations disponibles pour chacun de vos clients.
LeanPay automatically imports credit scores, credit limits, and financial health events for each of your customers.
Import your coverage
LeanPay automatically retrieves credit insurance contracts and amounts covered for each of your customers.

They already connected their accounting software to LeanPay

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Connect your software with LeanPay now
Contact our sales team to benefit from the integration and start optimizing your debt collection
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Your questions about the Sage Intacct integration

What data is synchronised from Sage Intacct to LeanPay?
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LeanPay synchronises all data required to manage accounts receivable from Sage Intacct, ensuring a reliable and consistent view of outstanding amounts.

This includes in particular:

  • invoices, credit notes and miscellaneous entries,
  • payments (matched or unmatched),
  • issue dates and due dates,
  • outstanding amounts,
  • customer data (contacts, details and additional information useful for follow up),
  • as well as any additional information you wish to synchronise, such as an associated sales contact or a customer code.

Invoice PDFs are also imported when available.

Does the integration keep outstanding amounts aligned with accounting data?
icone plus

Yes. Synchronising data from Sage Intacct ensures that the outstanding amounts displayed in LeanPay are aligned with accounting data, including when invoices, payments or due dates are updated.

Are payments automatically taken into account in LeanPay?
icone plus

Yes. Payments synchronised from Sage Intacct are automatically integrated into LeanPay and update the status of the related invoices.

Can I track the synchronisation history?
icone plus

Yes. LeanPay provides access to the synchronisation history, allowing you to review imported data and check the date of the latest updates.

Does the integration support multi entity and international environments?
icone plus

Yes. LeanPay is designed to operate in multi entity environments and can adapt to international contexts, depending on the data available in Sage Intacct.

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