Sage Intacct Connector

Field Service and Financial Management Excellence

MobiWork’s Sage Intacct integration seamlessly connects your field service operations with your accounting and financial management, creating a streamlined workflow across your business, eliminating silos and providing a foundation for growth:

• Enable a seamless data exchange between the field and the back office to ensure total financial and operational alignment

• Eliminate manual data entry and redundant administrative tasks to drastically reduce errors and overhead

• Accelerate execution time by automating the flow of work orders, parts, and labor directly into your financial workflows

• Gain real-time visibility into project profitability and costs, allowing for more informed decision-making and faster billing

The result is enhanced efficiency, shorter billing cycles, reduced operational costs, and peak organizational performance.

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Integration Points: Records

The diagram below provides an overview of the key records that are integrated between the two platforms:

Manual and Automated Synchronizations

The MobiWork Sage Intacct connector automatically adds "Import from Sage Intacct" and "Export to Sage Intacct" actions so that you can manually sync customers, parts, vendors, invoices, quotes, etc. between MobiWork and Sage Intacct at any time, giving you full control over the synchronization process:

In addition to manual synchronization, the MobiWork Sage Intacct connector can be configured to automatically synchronize entities and/or transactions, ensuring both systems stay aligned without manual effort. For instance, when a MobiWork invoice is set to the "Customer Invoiced" status, it can be pushed automatically to Sage Intacct (and if the customer doesn’t exist in Sage Intacct yet, it will also be automatically created).