GoCardless & Sage Intacct Integration

The Client

GoCardless is a global leader in direct debit and bank payment solutions, helping businesses collect recurring and one-time payments directly from customer bank accounts.

With operations across the UK, Europe, and North America, GoCardless powers secure and automated payment experiences for thousands of merchants.

To expand its reach within the Sage Intacct ecosystem, GoCardless partnered with Satva Solutions to develop a middleware integration app the first of its kind on the Sage Intacct Marketplace.

The Challenges

Although GoCardless had integrations for Sage 50 and Sage 200, Sage Intacct users lacked a native solution for automated direct debit payments and reconciliation.

Finance teams were manually recording invoices, reconciling transactions, managing refunds, and handling mandates across disconnected systems leading to inefficiencies and delays.

GoCardless needed a secure, scalable, and compliant integration that could:

• Automate Direct Debit and Instant Bank Payment (IBP) workflows
• Sync invoices and payments between systems
• Reconcile payouts and fees in real time
• Support multi-tenant architecture for a global rollout

The Solution

Satva Solutions designed and built a robust, marketplace-ready GoCardless Sage Intacct Integration App focused on automation, compliance, and user experience.

Key Highlights

• OAuth 2.0 Onboarding: One-click merchant connection via the Sage Intacct Marketplace.
• Mandate Management: Create and manage Direct Debit mandates directly in Sage Intacct.
• Payments & Refunds: Auto-sync Sage invoices, handle recurring and instant payments, and process full or partial refunds.
• Reconciliation & Reporting: Automated reconciliation of payouts, fees, and FX differences with detailed transaction links.
• Event Handling: Real-time webhooks for payment, chargeback, and refund updates with smart retry logic.
• Security: TLS 1.2+ encryption, GDPR compliance, and OWASP-aligned architecture.

Results and Impacts

• 100% automated invoice, mandate, and payment synchronization.
• 60% less manual reconciliation effort for finance teams.
• Real-time visibility into payment statuses and reports.
• Marketplace-approved, multi-tenant integration supporting hundreds of merchants.

Conclusion

The GoCardless Sage Intacct Integration modernizes how businesses handle direct debit and reconciliation.

With Satva Solutions’ expertise, GoCardless now offers a seamless, compliant, and intelligent payment automation experience allowing Sage Intacct users to onboard faster, collect payments automatically, and maintain complete financial accuracy from one platform.