Making Enterprise Finance Simple with a Sage Intacct Integration

Industry

Secure data sync between SaaS application and ERP finance system with validation, location, and compliance checks

SaaS Workforce & Expense Management for Real Estate Enterprises

Results and Impact

Once the integration went live:

  • Finance teams spent less time fixing data and more time closing books
  • Timesheets and mileage exports became consistent and reliable
  • Enterprise customers were onboarded faster and with fewer issues
  • Audit and compliance requirements were met without manual effort
  • The platform became far more attractive to mid-market and enterprise buyers

What started as an integration request quickly became a competitive advantage.

Time and mileage workflow showing tracking, validation, weekly aggregation, export to Sage Intacct, and audit confirmation

Business Outcomes (The Real Difference It Made)

  • Significantly reduced manual finance effort by automating timesheets and mileage exports into Sage Intacct
  • Accelerated payroll and expense processing cycles replacing spreadsheets driven reconciliation
  • Improved financial accuracy and audit readiness through automated validation and duplicate prevention
  • Eliminated rework caused by format mismatches by enforcing Sage Intacct compliant weekly timesheets
  • Enabled faster enterprise onboarding, positioning the platform as Sage Intacct ready.

In short: Finance teams moved from manual cleanup and corrections to faster closes and reliable financial data.

Time and mileage tracking platform syncing data via REST API integration layer into Sage Intacct accounting system

Impact on the SaaS Platform

With the Sage Intacct integration in place, the SaaS platform is now positioned to support larger, enterprise grade customers who operate on ERP systems.

This capability is expected to:

  • Unlock 20-30% incremental growth opportunities by enabling adoption among mid-market and enterprise customers
  • Expand deal sizes, as ERP driven customers typically operate at higher scale
  • Shortens sales cycles where Sage Intacct compatibility is a key buying criterion
  • Reduce customer churn, finance workflows are fully aligned with enterprise systems

By becoming ERP ready, the platform moved from being a point solution to a Strategic part of the customer’s finance ecosystem.

The Client

The client has a well established SaaS based time and mileage tracking platform serving businesses with field intensive operations, particularly in the real estate and property services sector.

Its customers include organizations managing:

  • Property inspections and site visits
  • Real estate agents and brokers operating in the field
  • Property management and maintenance teams
  • Distributed workforces that rely heavily on accurate time and mileage tracking

Trusted by 10,000+ businesses globally, the platform is known for its GPS-based tracking, accuracy and ease of use making it especially valuable for industries where employees frequently travel between locations.

As the platform gained traction among mid-market and enterprise real estate organizations, many customers relied on Sage Intacct for financial management.

This created a strong need for a native Sage Intacct integration that could seamlessly sync approved timesheets and mileage expenses while meeting enterprise finance, audit and compliance expectations.

The Challenge

As enterprise customers came onboard, a few problems became very clear:

  • Sage Intacct only accepts weekly timesheets, while users track time daily
  • Mileage reimbursements had to be treated as employee expenses, not bills
  • Data needed to be mapped correctly across entities, employees, projects and tasks
  • Manual upload increased the risk of duplicate or incorrect entries
  • Finance teams needed clear audit trails and reliable data

Without a native integration, finance teams were spending too much time fixing data instead of using it.

The Solution

Satva Solutions built a secure, backend driven integration that quietly did all the heavy lifting in the background.

Time and mileage SaaS data flow showing validation, mapping, and weekly aggregation synced to Sage Intacct

What we Built

  • A secure OAuth connection to Sage Intacct
  • A simple way to map each account to the correct accounting entity
  • Automatic syncing of key master data:
    • Employees
    • Projects
    • Tasks
    • Time types
    • Expense types
  • Logic to convert daily time entries into Sage Intacct compliant weekly timesheets
  • Mileage handling that creates employee expense reports, exactly as finance teams expect
  • Smart checks to prevent duplicate submissions
  • Audit logs that track every export and configuration change

All of this was designed to be configuration driven, so it could scale easily as customers grow,

Conclusion

By building a native Sage Intacct integration, Satva Solutions helped the client connect workforce data with enterprise finance in a practical, reliable way.

The result was not just better data flow but smoother finance operations, happier customers and a stronger position in the enterprise market.

This case study reflects Satva Solutions strength in building real world integrations that solve real business problems, not just technical ones.

Technology Stack

  • Backend, API driven SaaS integration
  • OAuth 2.0 for secure authentication
  • REST APIs with JSON data exchange
  • HTTPS (TLS 1.2+) for secure communication
  • Configuration driven, Scalable architecture
  • Accounting System: Sage Intacct

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