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Sage Intacct + MarginEdge

A full stack solution for invoice processing, restaurant management and accounting.

How MarginEdge works with Sage

How we work

  1. 1

    Connect [me] to your POS and Sage
    Once connected, MarginEdge automatically sends your sales data to Sage Intacct each night.

  2. 2

    Send us your invoices
    We process and digitize all your invoices (even the handwritten ones). No more data entry, ever.

  3. 3

    Track your costs in near real time
    We combine your sales and purchase data to give you immediate cost tracking.

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MarginEdge is proud to be a Sage Tech Partner!

 

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Integration benefits

Seamless Sage Integration
Seamless Integration

Native integration means your data is transferred to Sage in real time without the need for manual data entry. Spend time on analysis instead of keystrokes!

 Benefits for accountants
Automated Invoice Processing
Automated Invoice Processing

Let [me] handle your data entry. Eliminate time spent tracking down, keying in and coding invoices.

 Invoice processing
Daily Controllable P&L
Daily Controllable P&L

Don't wait to know if you're profitable. Financial reports automatically update as we process your invoices and pull in sales from your POS each night.

 Cost reporting
Better inventory tools
Better Inventory Tools

Your inventory sheets automatically update with prices & new items. Plus you can conveniently take counts from a smartphone, tablet or the Freepour scale.

 Inventory tools
Menu Costing and Analysis
Recipe & menu analysis

Quickly pinpoint profitable and popular plates, and centrally manage your recipes (with auto-updating costs!) across shifts and locations. 

 Recipe costing
Free Bill Pay
Smarter bill pay platform

Never pay more than you owe. Make sure all vendors credits are booked and invoices are accounted for so you always pay the exact right amount, every time.

 Bill payments

Integration FAQ

Here are some frequently asked questions about our integration with Sage Intacct.

What data does MarginEdge send to Sage Intacct?

MarginEdge sends invoices and journal entries (sales data, inventory adjustments and non-AP expenses). Invoices, sent as bills, show up in Accounts Payable (AP). 

You can choose to be the gatekeeper for what MarginEdge sends to Sage (“manual mode”) or you can choose to let the data send automatically (“auto mode”).

NOTE: MarginEdge cannot see your financials in Sage, nor will we modify any configurations you or your bookkeeper have set up in Sage.

Ok, but what will this data actually look like in Sage Intacct?
Will I have control over the content and the timing of what comes into Sage Intacct?

Absolutely! You have complete control over what content is sent and when it is sent to Sage — MarginEdge is only delivering data into your system (i.e. less data entry for you!).

You control what data is sent to Sage
During onboarding, you can determine how your invoices are coded. From then on, you can control category totals, payment dates and vendors for those invoices. You also have full control over your sales entries (what categories they are associated with and what lines area included) and your inventory adjustments.

You control when your data is sent to Sage
By default, your export settings in MarginEdge will be "manual mode," i.e. nothing is sent to your accounting system without your authorization and approval. For your convenience, invoices can flow automatically into Sage Intacct without any layers of approval ("auto mode") once you feel comfortable with the process.

Does MarginEdge change my vendors or chart of accounts?

No. MarginEdge will not change your vendors and will not edit or update your chart of accounts in Sage in any way. We also do not modify any configurations you or your accountant or bookkeeper have set up.

We do, however, reference your chart of accounts to ensure that we’re categorizing your data the way you want.

Are there any additional integration fees?

There are no additional fees to connect your Sage Intacct and MarginEdge accounts.

Which Sage Intacct platforms do you support?

The following are the Sage platforms we currently integrate with:

  • Sage Intacct is an API integration
  • Sage 300 and Sage 50 (Peachtree) are flat file integrations

Flat-file integration involves exchanging data through files like CSVs on a scheduled basis, while API integration allows systems to communicate directly in real-time over the internet. Essentially, flat-file is like sending a letter, and API is like having a live chat.

What if I have a problem with my Sage Intacct connection?

You can contact our amazing support team at help@marginedge.com for assistance with your Sage integration at any time (totally free with your subscription). 

Since the categories list is consistent, the profit and loss reports across locations are consistent. That gives us the best ability to have a true apples-to-apples comparison. It’s huge to be able to help your franchisees improve performance and know that the comparison is uniform.

Ryan Johnston
Director of Accounting and IT, Burger 21

Ready to learn more? + kitchen prep
  • Experienced
  • Automated
  • Uncomplicated

Ready to learn more?

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