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