Integrate FlexPoint
+ Sage Intacct

Automate billing and collections at scale

BENEFITS

Why FlexPoint and Sage?

The FlexPoint + Sage Intacct integration gives MSPs a purpose-built AR automation layer on top of the accounting platform built for scale.

Scalable, connected workflows across tools

Keep accounting, AR, and payment workflows aligned as your MSP grows, supporting acquisitions, multi-location operations, and portfolio expansion.

Centralized payments across locations

Sync payments from multiple locations, brands, or entities directly into Sage Intacct, giving finance teams centralized control without losing local flexibility.

Faster collections and reconciliation

Clients can pay via branded portals, and invoices flow seamlessly into Sage Intacct. Eliminate manual data entry and reducing errors across complex MSP operations.

The Impact of Sage and FlexPoint

See what changes when you put FlexPoint's AR automation on top of Sage Intacct's financial infrastructure.

Before

After

Running end-of-month reconciliation by hand, cross-referencing payments against Sage Intacct records across multiple locations and brands.

FlexPoint reconciles payments to invoices and posts deposits to Sage Intacct automatically, accelerating month-end close cleanly across all locations.

More clients means more invoices to manage, more payments to chase, and more reconciliation to run manually.

FlexPoint handles increased billing volume automatically. Your finance team's capacity stops being the ceiling on how fast you can grow.

Delayed financial reporting because AR data lives outside Sage Intacct until someone manually updates it.

Payment and invoice statuses update in real time, so Sage Intacct always reflects the current state of your AR.

Clients receive generic payment requests disconnected from your brand, reducing trust and increasing friction.

Clients pay through a white-labeled portal that's unique to each of your locations, with full invoice history synced from Sage Intacct.

Invoices go out manually, follow-up is inconsistent, and the gap between invoice date and payment date costs you working capital you could be deploying elsewhere.

FlexPoint automates invoice delivery, payment reminders, and AutoPay across your client base. Revenue converts to cash faster with Same-Day ACH.

How the Sage Intacct Integration Streamlines Your Financial Operations

A step-by-step look at how FlexPoint and Sage Intacct work together to automate your MSP's billing.

Invoice creation and sync

Invoices created in Sage Intacct automatically appear in FlexPoint, ready for delivery, payment processing, and client communication.

Client communication

FlexPoint sends branded invoices, reminders, and receipts to your clients, triggered by events in Sage Intacct or your PSA.

Automated payment processing

When a client pays via card, ACH, or flexible financing, FlexPoint processes the payment and applies it to the correct invoice in Sage Intacct automatically, eliminating manual payment matching.

Enhanced financial reporting

With payment and reconciliation data flowing back into Sage Intacct in real time, your financial reports and dashboards always reflect the truth, without waiting for a manual sync.

Real-time reconciliation

Payments, deposits, and invoice statuses reconcile in real time between FlexPoint and Sage Intacct, eliminating manual month-end tasks.

Frequently Asked Questions: Sage and FlexPoint Integration

Get answers to the most common queries about integrating FlexPoint with Sage Intacct, which can help streamline your MSP's financial processes.

How does the FlexPoint + Sage Intacct integration improve my billing operations?
What steps are involved in setting up the Xero integration with FlexPoint?
Can FlexPoint manage AutoPay for complex billing structures in Sage Intacct?
Is there dedicated support available for integrating Sage with FlexPoint?
How secure is the data shared between FlexPoint and Sage?

Trusted by hundreds of service providers

80% faster payment processing

“Working with FlexPoint has been an incredible experience. The team is responsive and our client experience has never been stronger.”

Save 80 hours each month on billing tasks

"From day one, FlexPoint delivered unmatched support, a frictionless product, & a commitment to innovation."

Boost operational efficiency by 30%

"From more secure invoicing to a highly intuitive platform, it’s hard to quantify the incredible peace of mind FlexPoint provides. It’s truly priceless.”

Increase automatic payments by 20%

"Working with FlexPoint has been fantastic. Talk about a receptive, growth-minded partner."

3x faster payment processing

"FlexPoint simplifies our accounting process significantly. The ease of use for us and our clients has been great.” ­

$10k reduction in annual credit card fees

"Using FlexPoint has significantly reduced manual work. We get paid faster and spend less time on invoicing. It's just a win-win.”