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Streamline payments with Sage Intacct integration.

Automatically sync bank transactions with Sage Intacct and reduce risk of human error. Reconcile transactions faster and view up-to-date, accurate account details and balances.

Benefits of Sage Intacct integration with Currencies Direct

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Speed up reconciliation

Remove the need for manual data entry. Transactions are automatically updated and ready to reconcile, saving time when completing bookkeeping.

sage-accuracy

Speed up reconciliation

Make sure transactions are always up-to-date to maintain accurate financial records. Reduce the risk of errors, which can lead to costly mistakes and discrepancies.

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Get real-time insights

Make more informed financial decisions with up-to-date data on transactions and account balances in Sage Intacct

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Streamlined record-keeping

Ensure transactions are consistently recorded to maintain accurate financial records for compliance, audits, and financial reporting.

How it works

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Log in to Sage Intacct

Initiate a new bank connection from your Sage Intacct account.

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Search for Currencies Direct

Type "Currencies Direct" in the search bar and select United Kingdom as your region if applicable.

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Authorise the connection

You'll be redirected to Currencies Direct—log in and authorise the connection.

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Choose your CD account

Select the Currencies Direct account you want to sync with Sage Intacct.

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Start syncing transactions

Set your preferred start date and begin syncing your transactions automatically.

Frequently asked questions.

Automated bank feeds. This means that all transactions are automatically sent to Sage Intacct. After establishing a secure connection and integrating Currencies Direct with your Sage Intacct account, bank transactions will automatically synchronise.

Initiate payments directly within your Currencies Direct accounts, based on the invoices you have payable in your Sage Intacct account.

No, the Sage Intacct account is not required to send and receive money with Currencies Direct. This integration however will save time by eliminating manual data entry and unnecessary cross-checking between accounts.

Yes, after linking your accounts, you will have access to a transaction list for each of the Currencies Direct currency accounts you established during the setup process. If you would like to stop syncing your Currencies Direct transactions, you can turn this off by going to connection settings and turning off ‘Bank feed sync’

The following data is automatically shared to a connected Sage Intacct account:

  • Transaction date

  • Transaction type (credit or debit)

  • Transaction value

  • Transaction reference

  • Transaction description including payee information

  • Total wallet balances

Let's get connected

Speak to one of our currency experts to find out how we can support your Sage Intacct integration.

Connect now

© Currencies Direct Ltd, One Canada Square, Canary Wharf, London E14 5AA, United Kingdom. Registered in England & Wales, No.: 03041197. Currencies Direct Ltd is authorised by the Financial Conduct Authority as an Electronic Money Institution under the Electronic Money Regulations 2011. Our FCA Firm Reference number is 900669.

Our EU services are provided by Currencies Direct Spain.

© Currencies Direct Spain, E.D.E., S.L., Avenida del Mediterráneo, 341, Local 3, 04638 Mojácar, Almería, Spain. Registered in the Commercial Registry of Almería under the Spanish tax ID number B04897930. Currencies Direct Spain, E.D.E., S.L. is authorised by the Bank of Spain as an Electronic Money Institution under Law 21/2011 of 26 July and Royal Decree 778/2012 of 4 May. Our registration number with the Bank of Spain is 6716.

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