Purpose 

Delivers enterprise-level financial integration supporting complex financial structures and multi-entity operations.

Company Preferences

Navigate to the API Keys section within Integrations for setup.

Financial Module

  1. Selected transaction
  2. "Gear" icon
  3. Sage Actions

Supported Data Sync

Multi-entity accounting records Complex organizational structures
Project cost tracking Detailed project financials
Custom financial reporting Specialized report formats
Automated transaction processing Streamlined workflows
Dimensional accounting data Multi-level accounting structures