Sage Intacct Integration

A simple, secure solution for credit card processing. integrates seamlessly with Sage Intacct, increasing efficiency and simplifying the overall payment acceptance process so you can focus on running your business.

sage intacct

Streamlined Process

It’s hard to beat an all-in-one solution. Integrating your card processing system with Sage Intacct means you’ll no longer have to worry about double data entry or human error. With the Sage Intacct Integration, you can:

  • Accept payment via a variety of methods and modules
  • Automatically post payments to Accounts Receivable and General Ledger
  • Automatically mark invoices as paid
  • Automate recurring billing, create custom payment schedules, and automatically email receipts to customers

Reduced Costs

You’re in the business to make money, so it can be frustrating seeing all your hard-earned income going toward fees or being drained by inefficiencies. Integration with Sage Intacct can help:

  • Maximize interchange discounts and reduce transaction fees
  • Qualify cards at the lowest possible rates
  • Prevent downgrades
  • Save money with purchase and corporate card transactions
  • Increase productivity, thereby reducing overhead

Cutting-Edge Security

Keeping your business’s and your customers’ information safe and secure is of the utmost importance. Our Sage Intacct Integration helps you minimize any risk or liability with its leading-edge security solutions:

  • Data encryption and tokenization for maximum security
  • PCI compliance to prevent cyber fraud
  • Off-site cloud-based storage for customer card information
  • Ability to set individual user permissions

And The List Goes On

The ways in which Sage Intacct Integration can help your business flourish are almost too many to name! But here are just a few more, to whet your appetite:

  • Process payments through cash receipts or sales order entries
  • Maintain profiles within the customer card
  • Import GP fields, such as Customer ID, Payment Number, and user who processed the transaction into CardPointe for reporting purposes
  • Process and store electronic payments off-premises in the cloud for simple, safe and secure processing
  • Store payment methods for repeat customers via tokenization on First Data cloud
  • Interchange Plus Pricing
  • $0 setup fees, $0 upgrade fees, $0 maintenance fees
  • First Data supports Level 2 and 3 transactions to accept business, corporate, and purchase cards without downgrading them
  • Next Day Funding
  • Set up customers on a recurring billing schedule
  • CardConnect for Sage Intacct is PCI compliant and utilizes the latest tokenization technology to provide the highest level of data security
  • In addition to processing credit cards within Sage Intacct, the CardConnect solution comes with a hosted payment page that can be added to your company’s website.


About CardConnect

CardConnect (First Data Company) is an innovative provider of payment processing and technology solutions, helping more than 67,000 organizations – from independent coffee shops to iconic global brands – accept billions of dollars in card transactions each year. Since its inception in 2006, CardConnect has developed advanced payment solutions backed by patented, PCI-certified point-to-point encryption (P2PE) and tokenization. The company’s small-to-midsize business offering, CardPointe, is a comprehensive platform that includes a powerful reporting and transaction management portal which extends to a native mobile app.

Interested in learning more?

We could go on and on about all the benefits of CardConnect for Sage Intacct and how it can help streamline your payment processing. But it would help to know a little more about you and your business and goals. Why not give us call to chat about whether this is the solution for you?