Client
A US-based leading Appliances, Electrical, and Electronics manufacturer with a nationwide presence and multi-entity financial structure. The company uses Salesforce for managing its B2B sales operations and Sage Intacct for accounting, billing, and financial reporting.
Challenges
- Disconnected workflows between the sales and finance teams due to siloed systems (Salesforce & Intacct)
- Manual data entry of closed deals from Salesforce to Intacct for order processing and invoicing, leading to delays and human errors
- Lack of real-time visibility into billing and revenue status for the sales team
- Time-consuming reconciliation processes due to data mismatches
Our Solution
We implemented a direct integration between Salesforce and Sage Intacct using platform APIs, focusing on automating the quote-to-cash lifecycle.
Key highlights of our approach:
- Account & Contact Sync
Automatically sync Salesforce Accounts and Contacts with Sage Intacct Customers - Opportunity-to-Invoice Flow
When an opportunity is marked “Closed-Won” in Salesforce, a corresponding Sales Invoice is created in Intacct.- Products and line items were mapped using Salesforce’s standard Product2 object and matched with Intacct Items
- Real-time Status Updates
Invoice and payment status from Intacct was made visible inside Salesforce using custom APEX services and scheduled jobs - Two-way Data Integrity
Ensured data consistency by validating key fields (customer IDs, product codes, tax settings) between the systems during sync - Error Logging and Exception Handling
Included retry logic and system alerts for failed transactions or mismatched data
Benefits
- Reduced manual entry by over 80%, saving hundreds of hours annually
- Faster invoicing: Sales-to-finance handoff dropped from 2 days to less than 2 hours
- Improved data consistency between CRM and finance systems
- Enabled sales teams to track the financial status of their deals directly from Salesforce
- Improved internal audit readiness by maintaining synchronized records
Tech stack
- Salesforce: Enterprise Edition
- Custom APEX triggers, classes, and scheduled jobs
- REST API (for outbound calls)
- Sage Intacct:
- Intacct Web Services (SOAP API)
- XML payloads and authentication via session tokens
- Authentication: Secure integration using OAuth for Salesforce and token-based login for Intacct
- Deployment: Hosted on the client’s existing AWS infrastructure with version-controlled deployments via GitHub Actions
About Emorphis
Emorphis Technologies is a world-class software development and solutions company that truly believes in “Innovation in motion”. Delivery innovation on the go at an accelerated pace has been our success mantra to date. Over the years we have provided value to our clients in the field of enterprise mobility, cloud, IoT, backend development, Big Data Analytics, and Blockchain.
We serve industries ranging from unicorns, and startups to large multinationals in the healthcare, telecommunications, fintech, retail, and publishing industry. Our go-to-market software products – iStatement, iPublisher, and iBuggy have proved our metal with positive beneficial customer testimonials. We help our clients with successful product development, consulting services, and testing (manual & automated).
We have profound experience & expertise in various technologies like .Net, J2EE, PHP, iOS, Android, and Cloud Computing viz. Amazon Web services (AWS), Software QA & testing (Manual & Automation). Our designed products are cloud-ready and can be readily deployed on AWS/Azure cloud infrastructure.
Our pivot on engineering innovation and R&D helps quicken time-to-market, ensuring high quality at economies of scale, delivering cult competency for the global marketplace. We ensure that your ideas, concepts, and requirements are backed by brilliant execution at our end. Having said that we extend end-to-end ownership of product/application design, development, and deployment.
