INTEGRATION OVERVIEW Simplify business payments with Bill.com and Sage … · 2019-11-04 ·...

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INTEGRATION OVERVIEW Simplify business payments with Bill.com and Sage Intacct Bill.com, the intelligent digital payments platform, seamlessly integrates with Sage Intacct to streamline your payment process, improve productivity, and reduce data entry errors. It picks up where Intacct leaves off, automating your entire AP/AR workflow from start to finish, giving you reliable budgeting, forecasting and analysis. Get up and running quickly Implement with Sage Intacct in as little as a week. Keep everything in sync Two-way sync enables your team to enter information once—bills are reconciled and POs automatically close out. Increase efficiency and save time Save 50% of time on AP by eliminating manual work and leveraging data entry automation with IVA, the intelligent virtual assistant. Get fast, exceptional support Regular or professional support from our world-class customer support team to suit the needs of your business. With privacy and security in mind Data in transit is encrypted using industry-standard Transport Layer Security (TLS). Gain more control and visibility See a holistic view of money moving in and out, track your progress in processing your invoices and bills, and manage approvals and view POs* from one dedicated dashboard. Benefits of the Bill.com workflow * POs synced to Sage Intacct & Oracle Netsuite

Transcript of INTEGRATION OVERVIEW Simplify business payments with Bill.com and Sage … · 2019-11-04 ·...

Page 1: INTEGRATION OVERVIEW Simplify business payments with Bill.com and Sage … · 2019-11-04 · Simplify business payments with Bill.com and Sage Intacct Bill.com, the intelligent digital

INTEGRATION OVERVIEW

Simplify business payments with Bill.com and Sage IntacctBill.com, the intelligent digital payments platform, seamlessly integrates with Sage Intacct to streamline your payment process, improve productivity, and reduce data entry errors. It picks up where Intacct leaves off, automating your entire AP/AR workflow from start to finish, giving you reliable budgeting, forecasting and analysis.

Get up and running quicklyImplement with Sage Intacct in as little as a week.

Keep everything in syncTwo-way sync enables your team to enter information once—bills are reconciled and POs automatically close out.

Increase efficiency and save timeSave 50% of time on AP by eliminating manual work and leveraging data entry automation with IVA, the intelligent virtual assistant.

Get fast, exceptional supportRegular or professional support from our world-class customer support team to suit the needs of your business.

With privacy and security in mindData in transit is encrypted using industry-standard Transport Layer Security (TLS).

Gain more control and visibilitySee a holistic view of money moving in and out, track your progress in processing your invoices and bills, and manage approvals and view POs* from one dedicated dashboard.

Benefits of the Bill.com workflow

* POs synced to Sage Intacct & Oracle Netsuite

Page 2: INTEGRATION OVERVIEW Simplify business payments with Bill.com and Sage … · 2019-11-04 · Simplify business payments with Bill.com and Sage Intacct Bill.com, the intelligent digital

Two Way

Vendors | Customers | Items | Chart of AccountsClasses | Locations | Departments | Invoices

Bill.com to Intacct

All Bills | Invoices | Vendor CreditsPayments Made & Received | Linked Purchase Orders

Recieved

Intacct to Bill.com

Unpaid Bills and Invoices | Unapplied Vendor CreditsAttachments | Bank Balance | Projects/Jobs | Purchase Orders

INVOICE

OK

Active sync between Bill.com and Sage IntacctAutomatic updates allow the two systems to work as one, eliminating double data entry and improving the accuracy of your records. Here’s what syncs between Bill.com and Sage Intacct:

Page 3: INTEGRATION OVERVIEW Simplify business payments with Bill.com and Sage … · 2019-11-04 · Simplify business payments with Bill.com and Sage Intacct Bill.com, the intelligent digital

How it worksAccounts PayableBill.com extends the Sage Intacct cloud with a fully automated payment process. The seamless integration between Bill.com and Sage Intacct means any changes you make in one system will automatically update in the other. Your payments are paired with their matching invoices and purchase orders, so your accounts reconcile faster and you have transparent remittance information for every transaction. Payables Flow

Accounts Receivable

Getting paid is crucial to keeping your business up and running. AR automation from Bill.com gives you superior accounts receivable management and allows you to quickly and efficiently collect the money you’re owed. Recievables Flow

INVOICE

OK

Create a billor receive invoice

INVOICE

Approval

PAY

Pay or credit

Reconcile

Route for approval

INVOICE

OK

Create a bill or PO

Sync Sync

Link & matchbill with PO

INVOICE

OK

Create invoice

INVOICE

OK

Create invoice

INVOICE

Send invoice

PAY

Get paid

Reconcile

Sync Sync

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Your digital solution integration checklist Bill.com

Single place for AP & AR tasks

Mobile app (iOS and Android)

Automatic sync (daily)

Bi-directional sync

Timely & accurate sync of information

Easy international payments

Fraud prevention capabilities

Pay bills online or by check

Online document storage

Store images of all bills, vendor contracts, other docs

Bill payment approval workflow and permissions

Send invoices via email or US mail

Receive payments via ACH or credit card

Domestic payments

Purchase Orders

MILLIONSPAYING &

GETTING PAID

$70BPROCESSED ANNUALLY

OVER 70%OF THE TOP-100

U.S. ACCOUNTING FIRMS

LEADINGU.S. FINANCIALINSTITUTIONS

©2019 Bill.com, LLC. All rights reserved. Bill.com and the Bill.com logo are trademarks of Bill.com, LLC. in the United States. All other company names may be trade names or trademarks of their respective owners. MC-1995-B

See how Bill.com works for your business. Request a demo or sign up for a risk-free trial at bill.com/midmarket