CentrusSage Intacct

accounts · read and write

Ask what's been paid. Raise the invoice.

Centrus integrates with Sage Intacct for UK field service businesses. Ask what has been paid, raise the invoice from the job, and let agents draft the bills. Sage Intacct stays your books.

Book a demoSee all 8 use cases

start with these

Finance runs the same Intacct report every Friday to see who has paid.

Ask which payments came in this week and which invoices they cleared, or what a project has made to date. Check an account before the quote goes. Agents draft supplier bills from the PDF and report margin by category every month. Intacct stays the books, and finance checks the drafts.

  1. 01

    Payments received this week in Sage Intacct

    Ask which payments came in. Each comes back against its invoice, with anything unallocated flagged.

    Read the use case: Payments received this week in Sage IntacctWorks with Sage Intacct

  2. 02

    Project margin to date from Sage Intacct

    Ask in Teams for a project's margin. The figure comes back, then the bills that moved it.

    Read the use case: Project margin to date from Sage IntacctWorks with Teams, Sage Intacct

  3. 03

    On stop? Checked before the quote goes

    Ask on WhatsApp. Centrus checks the account and the aged debt, and holds the quote if they're on stop.

    Read the use case: On stop? Checked before the quote goesWorks with BigChange, Joblogic, Simpro, WhatsApp, Xero, Sage Intacct

  4. 04

    Margin by category, and why it moved

    Job costs against invoices for each contract, by category, with the jobs that pulled the margin down.

    Read the use case: Margin by category, and why it movedWorks with BigChange, Joblogic, Simpro, Outlook, Gmail, Excel, Xero, Sage Intacct

  5. 05

    Supplier bills drafted from the PDF

    A supplier invoice lands in the inbox. The PO is checked and a draft bill, coded to the project, waits in Intacct.

    Works with Sage Intacct, Outlook, Gmail, BigChange, Joblogic, Simpro
01 / 05

setup

One Web Services user for the company

An administrator connects the Sage Intacct company. Everyone else Enables it. The Agent Builder Sage node is a separate sign-in from chat.

01

Connect Sage Intacct

Whoever administers Sage Intacct switches on Web Services and creates a Web Services user, which decides what Centrus may change. An administrator enters the company ID and that user on the card. Others click Enable.

Connect Sage Intacct

02

Ask, then raise

Start with a payment or an invoice you already have, or ask Centrus to raise a draft from a job. Check the customer and the lines the first few times, so the books match how you already post sales.

03

Automate the repeat

When the same chase or the same supplier bill runs every week, describe it in Agent Builder and drop the Sage Intacct node on the canvas. Connect Outlook if the PDF arrives by mail, and Excel if the list goes out as a workbook.

Sage Intacct in Agent Builder

what it covers

The invoice, the bill, the payment, and the project

Chat and Agent Builder share the same Sage Intacct tools: list and get, then create or update. Wide lists come back a page at a time. Connecting chat does not connect the Agent Builder node. That is a second sign-in.

connects through
Sage Intacct Web Services. An admin connects the company, everyone else Enables
reads and writes
Invoices, bills, customers, vendors, payments and projects
starts on
A schedule, an email, a job closing in the job system, or someone asking in chat
where people ask
Web, WhatsApp and Teams

  • Sales invoices

    ask

    List and open by key, state, customer or date

    change

    Create or update an AR invoice, including a draft from a closed job

  • Bills

    ask

    List supplier bills, or open one

    change

    Create or update an AP bill, including a draft from a supplier PDF

  • Customers and vendors

    ask

    Find a customer or a vendor

    change

    Create or update them before you invoice or bill

  • Payments

    ask

    List AR payments, and see which invoices they cleared

    change

    Record an AR payment or an AP payment against the invoice or the bill

  • Projects

    ask

    List projects, or open one for revenue, cost and margin

    change

    Create or update a project, when that module is on

  • Repeating invoices and bills

    ask

    List the templates

    change

    Create a recurring invoice or a recurring bill. Intacct mints the drafts on its own schedule

The job, the inbox or the clock starts the run.

There is no Intacct webhook on this connection. An agent starts on a schedule, an email, a job closing in the job system, or someone asking in chat. Intacct is the format the invoice comes back in.

See how chat and agents work in Centrus

everything with Sage Intacct

All 8 use cases

Grouped by area of work. Search, or narrow the list by role or by the other systems you run.

8 use cases

06

Finance and cash flow

6

Invoices chased, matched, checked against the contract and sent.

Finance use cases
07

Reports and numbers

2

Answers, reports and alerts from the systems you already run.

Reports use cases
previous integrationCin7Ask what is on the shelf or what a customer last bought, and get the offer sheet built.next integrationXeroAsk the books what is overdue, raise the invoice, and let agents chase and key the rest.

questions

Sage Intacct questions

People ask the books, or tell Centrus to raise the next invoice. It lists invoices, bills, customers, vendors, AR payments and projects, creates drafts, and records a payment. Agents do the same when a supplier PDF lands, or every Monday.

No. Xero is a different accounts system. Excel is the workbook you send on. Sage Intacct is the invoice, the bill, the payment and the project inside Intacct. Connecting Sage does not connect Xero, and it does not write the spreadsheet. Use Sage Intacct when those are already the books.

No. Intacct stays the books. Invoices, bills and payments written by Centrus stay drafts until someone asks to post them, and nothing is deleted. Every change is made as the Web Services user your administrator set up, within what Sage Intacct allows it.

That AI only sees what lives inside Sage Intacct. It does not see your job system, your inbox, your documents or anything else running the business day to day. Centrus sits across everything you use, so it is not limited by what one vendor decided to build.

An organisation administrator with a Web Services user for that company, set up in Intacct under Company, Admin, Web Services users. Invoice writes use that user, and other people click Enable on the same company afterwards.

No. The Sage Intacct node keeps its own copy of the Web Services credentials on each agent. Copy them from an agent you already built, or enter them on the canvas, so the weekly supplier bills keep running.

Some organisations do. That is the Web Services developer licence from Sage. Others only enter the company ID and a Web Services user, because Centrus already holds the sender licence. The form tells you which of the two you are on.

Yes. The job is read from BigChange, Simpro or Joblogic, the customer is found or created in Intacct, and a draft AR invoice is written. Finance still checks the lines.

No. Your data is not used to train AI models, and training is switched off on our AI provider account. Data is encrypted in transit and at rest, and access is set per person through tags and roles.

Sage Intacct comes with every plan, from £299.99 a month. Chat uses message credits and agents use automation credits. Plans run month to month, with no lock-in, and paying annually saves 20%.See full pricing
Centrus AI

in the 30 minutes

  1. 01We start with how your operation actually runs, on the desk and in the field.
  2. 02We ask an Intacct company like yours who paid this week, then raise a draft invoice from a finished job for finance to check.
  3. 03We pick out the admin that should run itself first.

See it working with Sage Intacct.

Found the use case you need, or doing something that isn't on the list? Book 30 minutes. Bring the job you want handed over, and we will show it on a setup like yours. You leave with a plan.

30 minutes / UK team / No lock-inOr see pricing