Sage Intacct for your voice agent

Sage Intacct is a cloud financial management platform for accounting, purchasing, billing, and cash management. It helps businesses streamline financial operations with centralized, real-time business data.

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Call 1800 570 693 to talk to the demo agent. Plans start at A$49 a month.

The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.

Integration record

Status
Needs setup
Plan
Every plan, from Starter at A$49 a month
How it connects
With your own Sage Intacct app. You register an app in Sage Intacct's developer settings, paste its client ID and secret in Connected apps, then sign in.
What it reads
11 actions, such as download Generated File, get GL Account and get Object Model.
What it changes
15 actions, such as create Attachment, create Keyed Object Record and create Object Record.
What starts an action
The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
Custom work
You choose each action from its list of 26. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
Checked
Action list checked 14 November 2026. We haven't tested each action.

Sage Intacct actions

Reads 11

  • Download Generated File
  • Get GL Account
  • Get Object Model
  • Get Object Record
  • Get Singleton Object
  • List Allowed Operations
  • List Dimensions
  • List Entities
  • List GL Accounts
  • List Object Records
  • Query Object Records

Changes 13

  • Create Attachment
  • Create Keyed Object Record
  • Create Object Record
  • Create Security Access Admin Record - Explicit Authorization Required
  • Create Singleton Object
  • Execute Destructive Workflow
  • Execute Service Operation
  • Execute Workflow
  • Run Read Service
  • Update Attachment
  • Update Object Record
  • Update Security Access Admin Record - Explicit Authorization Required
  • Update Singleton Object

Deletes 2

  • Delete Object Record
  • Delete Security Access Admin Record - Explicit Authorization Required

Sage Intacct setup

  1. Registering your Sage Intacct app

    Create an app in Sage Intacct's developer settings and copy its client ID and secret. Connected apps shows the redirect address to give it.

  2. Signing in to Sage Intacct

    Paste the client ID and secret in Connected apps, then sign in and approve access.

  3. Choosing the actions

    Choose which of the 26 actions the agent may use. Start with lookups and add the ones that change Sage Intacct when you're ready.

  4. Testing, then publishing

    Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.

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