AP Automation
for Sage Intacct Construction

Stampli is the only AP Automation solution recommended by Sage for Intacct Construction. Our certified integration ensures support for every field and functionality, and modernizes your AP processes without compromising how you use Intacct Construction today.

Automatic Sync between
Intacct and Stampli

Sync Lists

Vendor list

GL accounts

Open PO’s, line items, receiving

Fields/custom fields e.g. cost type, retainage, job contracts, change orders, etc.

Invoices + Payments

Intacct Construction invoice/bill

Bill authorized for payment

Link to Stampli invoice/bill

Link to Intacct Construction bill

Payment info

Supporting all Intacct Construction fields and functionality, including…

Syncing and data transfer functionality

Real-time syncing

Our API allows for data to be synced with Stampli effectively in real-time, allowing things like bills to be posted instantly without the 24-hour delay in most other providers.

No performance issues

Stampli’s unique approach to ERP syncing means lists stay in sync without loading delays. Unlike competitors, coders never see the product freeze while they wait for lists to load.

Data validation

We have a sophisticated validation algorithm to ensure data integrity. It extends to include:

Correct values of data

No duplication of data

Correct business processes (such as POs, credit memos, inventory receipts, and others )

Ensuring the Invoice Due amount matches the payment amount

Stopping payments that don’t match

Ensuring payment data exports before making a payment

Detecting and linking any invoices created manually in the ERP.

With Stampli, Intacct Construction is up-to-date and accurate. No bad data gets passed to the ERP.

Most up-to-date change orders

Stampli automatically syncs any amendments to subcontracts, allowing you to code invoices with the latest information.

PO functionality

Auto-populating PO header data

Stampli maps the fields from the PO to the corresponding fields on the invoice. This includes standard fields such as vendors and projects. You don’t need to manually paste data from Intacct Construction into Stampli.

2-way and 3-way PO matching

Stampli imports open POs and receives data from Intacct Construction. It also exports appropriate data, including any changes made to the PO. AP has up-to-date data to accurately process PO-backed invoices without having to work in the ERP or communicate using multiple platforms.

Multiple POs on one invoice and vice versa

Stampli supports the complex scenarios that occur when there are partial shipments, cross-departmental orders and more. AP can code an invoice to multiple POs, or process the same PO across multiple invoices.

Coding and AP functionality

Invoice payment status synced back

Even for customers without Direct Pay, Stampli will sync back the payment status of an invoice from the ERP. You don’t have to leave Stampli to learn whether or not a payment was executed.

Many-to-many filtering

Stampli enables dynamic filtering of field values based on many-to-many relationships, such as Entities, Projects, Subcontractors, Job Costs, and others, including custom fields.

Job cost support

Stampli supports and syncs the job cost field to help track and manage costs associated with a specific project.

Code cost types and cost codes

Stampli supports both cost type and cost code fields for a more granular categorization of expenses.

Subcontractor management

Stampli’s Vendor Management makes it easy to onboard, collect, and manage all subcontractors and their documents such as contracts, W-2s, and more.

Customizable approvals

Avoid complicated transaction definitions by easily approving one-off purchases directly in Stampli.

ERP Resources

What data syncs from Sage Intacct Construction to Stampli?

Vendors, GLs, entities, projects, retainage, custom dimensions, and other custom fields.

Stampli also supports all native Intacct Construction fields including Cost Types, Job Costs, Cost Types, Cost Codes, Change Orders, Retainage, and Compliance.

What vendor management functionalities does Stampli offer for construction?

Stampli streamlines vendor management by enabling the easy onboarding, collection, and management of vendor contracts and regulatory documents.

Can we create our own purchase approval workflow in Stampli?

Yes. Stampli allows customers to create approval workflows for one-off purchases, bypassing the need for complex transaction definition workarounds in Sage Intacct Construction.

How does Stampli manage change orders to existing subcontracts?

Our integration with Sage Intacct Construction automatically syncs any changes to commitments, ensuring that the latest data is always reflected.

NEWS FROM STAMPLI

Stampli becomes first AP Automation 'Fintech Plus Tier' Marketplace partner recommended for Sage Intacct Construction

Stampli announced that it is the first Sage Intacct “Fintech Plus Tier Marketplace Partner” for AP Automation to have a validated specialty in Sage Intacct Construction (SIC).

Webinar

Stampli Connects: Sage Intacct Construction

Watch our webinar, Stampli Connects: Sage Intacct Construction, to learn how you can automate your accounts payable processes without reworking your Sage Intacct Construction ERP.