AMS / Sage Intacct Integration

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Project Description

Pell Software developed an automatic integration routine for The Society of Cardiovascular Computed Tomographyโ€™s AMS system to Sage Intacct. This integration takes invoices from the AMS and routinely imports them to Sage Intacct, saving the accounting teams on both sides countless hours. The routine has certain checks and balances to ensure duplicate invoices are not made, rather updated so the data is always up to date.

Why The Automated Integration Routine?

Prior to the integration, The Society of Cardiovascular Computed Tomography (SCCT) experienced significant manual work in maintaining financial records and reconciling member transactions between their AMS and Sage Intacct. The lack of automation led to inefficiencies, errors, and time-consuming processes that hindered their ability to focus on member services and growth initiatives.

This challenge created the need for a custom AMS / Sage Intacct integration so that data synchronization could be automated. With the integration, member dues, payments, and other financial transactions are automatically recorded in Sage Intacct without the need for manual entry which allows SCCT to maintain real-time financial visibility and accuracy while reducing the risk of errors.

Major Features Of The AMS / Sage Intacct Integration

  • Automated integration routine that runs on a set timer.
  • Transforming data to fit the correct format in each system.
  • Stores data in a secure database.
  • Creates new Journal Entries and updates existing ones when needed ensuring data is always up to date

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