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
- Selected transaction
- "Gear" icon
- 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 |