Does Tesorio support Sage Intacct's multi-entity structure?

Yes. Tesorio is built for multi-entity environments. You can manage AR across all entities from a single workspace, with entity-level permissions and consolidated reporting.

How does dimensional data flow between systems?

All Sage Intacct dimensions (departments, locations, classes, projects, and custom) sync to Tesorio automatically. You can use dimensions for workflow routing, reporting filters, and AI agent configuration.

What Intacct data does Tesorio need access to?

Tesorio reads AR transactions (invoices, payments, credit/debit memos), customer master data, and dimensional data. Write access is used for cash application entries and collection activity notes.

Is the integration certified by Sage?

Yes. Tesorio is a certified Sage Intacct integration using the official Web Services API with standard authentication. The integration follows all Sage Intacct API best practices and rate limiting guidelines, with real-time contact sync back to Intacct.

ERP

Tesorio + Sage Intacct

Native integration with Sage Intacct for multi-entity AR automation.

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How It Works

Three steps to get started

Connect

Authenticate via Web Services credentials and map your Intacct entities, dimensions, and custom fields. Tesorio reads your GL structure automatically.

Sync

AR invoices, payments, adjustments, and customer master data sync in real time across all entities. Dimensional data (departments, locations, classes) is preserved.

Automate

Tesorio's AI agents leverage your Intacct data for intelligent collections, cash application, and forecasting — with all actions syncing back to Intacct.

Capabilities

What syncs between Tesorio and Sage Intacct

Multi-Entity AR Management

Manage AR across all Sage Intacct entities from a unified dashboard. Cross-entity reporting and consolidation work seamlessly.

Dimensional Sync

Departments, locations, classes, and custom dimensions sync from Intacct and can be used for filtering, reporting, and workflow routing in Tesorio.

AR Transaction Sync

Invoices, payments, credit memos, debit memos, and adjustments sync bidirectionally. Open and historical data is available for AI training.

Statistical Journal Entries

Tesorio can create statistical journal entries in Intacct for tracking collection activity, forecast accuracy, and AI agent performance.

Common Scenarios

How teams use Tesorio with Sage Intacct

Multi-entity AR consolidation

Aggregate receivables across all Intacct entities into a single dashboard with consolidated aging and forecasting.

Dimensional reporting on collections

Use Intacct dimensions (department, location, project) to segment collection performance and identify trends.

Auto-create cash receipts

When payments are matched, Tesorio creates cash receipt entries in Intacct automatically — no manual journal entry required.

Cross-entity dunning workflows

Run collection campaigns that respect entity-specific rules while providing a global view of customer payment behavior.

“Tesorio has transformed our collections process. We reduced DSO by 30% and our team is 3x more productive. The AI agents handle the repetitive follow-ups so our collectors can focus on strategic accounts.”

Finance Leader

VP of Finance, Pluralsight

Works With

Tesorio products powered by Sage Intacct

Setup

Up and running in weeks, not months

Pre-built connectors and guided setup mean your Sage Intacct integration is production-ready faster than you'd expect. No consultants, no custom code, no long implementation projects.

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