What This Tool Does
Real examples of how the connector helps your AI agent take action; like sending messages, updating records, or syncing data across tools.
Real-Time Lookup
Sync financial data and automate reporting by connecting ERP systems with business intelligence tools.
Example
"Export monthly revenue from ERP and update the finance dashboard in Tableau automatically."
Memory Recall
Track finance entries, journal approval changes, and user access.
Example
"Retrieve invoice edits and audit logs of approval workflows in Sage Intacct."
Instant Reaction
Notify finance if a journal entry sync fails in Sage Intacct.
Example
"Alert if AP transaction fails to post during batch sync."
Autonomous Routine
Monitor transaction sync, GL entry status, and batch processing logs.
Example
"Send daily sync summary for all journal batches."
Agent-Initiated Action
Retry sync or flag entry for manual intervention.
Example
"Resubmit journal if error code matches 'duplicate record'."
Connect with Apps
See which platforms this connector is commonly used with to power cross-tool automation.
Salesforce
Sync GL data
Google Sheets
Track budgets
Slack
Alert finance team on overages
Try It with Your Agent
Example Prompt:
"Log Sage Intacct financial reports to Sheets and alert team on accounts over budget."
How to Set It Up
Quick guide to connect, authorize, and start using the tool in your Fastn UCL workspace.
1
Connect Sage Intacct in Fastn UCL: Navigate to the Connectors section and select Sage Intacct, then click Connect.
2
Authenticate using your Sage Intacct API credentials.
3
Enable “create_invoice” and “get_account_balance” in the Actions tab.
4
Use the AI Agent to manage financial workflows and reporting.
Why Use This Tool
Understand what this connector unlocks: speed, automation, data access, or real-time actions.
