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 software engineering partner helping businesses turn technology ideas into reliable digital products. We work across cloud computing, AI, enterprise software, Salesforce, mobile applications, and product engineering to address evolving business and technology needs.
As an enterprise software development company, we focus on creating flexible solutions that can scale with organizations. Through AI software development, we help businesses integrate intelligent features, automate repetitive processes, and create smarter applications that deliver measurable value.
Our industry expertise includes healthcare and fintech, where technology needs to support complex workflows, security requirements, and connected systems. We develop solutions that help organizations modernize operations while creating better experiences for customers, employees, and end users.
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