Sage Intacct APIConnect Sage Intacct without building on its API
Sage Intacct has a REST API. Customers and partners only: requires a Sage Intacct Web Services license (sender ID/password) from your account manager or partner representative. If you're reading the docs because you need Sage Intacct to talk to the rest of your stack, Caddi does that without you writing or maintaining integration code: you show it the job once, and it runs it across Sage Intacct and your other tools.
- APIREST (JSON)
- AuthOAuth 2.0
- AccessPartners / approval
What the Sage Intacct API gives you
- Type
- REST (JSON)
- Authentication
- OAuth 2.0 (client ID/secret from a registered app), which also needs a Web Services sender ID and password
- Who can get access
- Customers and partners only: requires a Sage Intacct Web Services license (sender ID/password) from your account manager or partner representative.
- What it covers
- Accounting and ERP objects such as GL accounts and journal entries, AP/AR (vendors, customers, bills, invoices), cash management, projects, and dimensions.
- Limits
- Throughput depends on the purchased performance tier (monthly transaction entitlement with overage fees, not blocking; concurrency caps per application/company such as 6/8; Tier 1 allows 1 concurrent offline process).
Official docs: developer.sage.com. Checked September 2026. Vendors change access terms, so confirm with Sage Intacct before you build.
Building on the Sage Intacct API vs. having Caddi run it
| The job | Build it on the API | With Caddi |
|---|---|---|
| Getting access | Register an app, get Sage Intacct credentials, and manage tokens and refreshes. | Connect your Sage Intacct account once. Caddi holds the connection. |
| Writing the integration | A developer maps fields, handles pagination, retries and rate limits, and writes the sync. | You show Caddi the Sage Intacct task the way you'd train a new hire. It writes verified code for it. |
| Steps the API doesn't cover | Screens with no endpoint stay manual, or need a separate RPA tool. | Caddi uses a secure, audited browser session where there's no API, in the same automation. |
| The other systems in the loop | Each extra tool is another API, another set of credentials, another integration to own. | One automation runs across all the tools the job touches. |
| Keeping it running | Someone owns the code when the API version, fields or your process change. | Every automation is reviewed before it runs in production, and every run is logged. |
Building on the API is the right call when you have engineers and the integration is your product. When the goal is getting Sage Intacct work off someone's desk, the build is the slow part.
What teams usually want the Sage Intacct API for
AP invoice to bill
Caddi reads inbound invoices from email or PDF, extracts and codes the line items, and creates the matching bill in Sage Intacct for approval.
Month-end reconciliation
Caddi reconciles bank and subledger activity against Sage Intacct, flags discrepancies, and writes the reconciled record back with an audit trail.
Billing & CRM sync
Caddi keeps invoices and payments in lockstep between Sage Intacct and the CRM so the same record never has to be updated twice.
Sage Intacct API questions
Does Sage Intacct have an API?
Yes. Sage Intacct has a REST API, authenticated with OAuth 2.0 (client ID/secret from a registered app), which also needs a Web Services sender ID and password. The official documentation is at https://developer.sage.com/intacct/docs/1/sage-intacct-rest-api/get-started/quick-start.
How do I get access to the Sage Intacct API?
Customers and partners only: requires a Sage Intacct Web Services license (sender ID/password) from your account manager or partner representative.
Does the Sage Intacct API have rate limits?
Throughput depends on the purchased performance tier (monthly transaction entitlement with overage fees, not blocking; concurrency caps per application/company such as 6/8; Tier 1 allows 1 concurrent offline process).
Can I connect Sage Intacct to my other tools without writing code against its API?
Yes. With Caddi you show the Sage Intacct task once, the way you'd train a new hire, and Caddi builds it as verified code that runs across Sage Intacct and the other tools the job touches. Where a step has no API, Caddi uses a secure, audited browser session in the same automation.
Do I need a developer to automate Sage Intacct with Caddi?
No. There is no integration code for you to write or maintain. Every automation Caddi builds for Sage Intacct is reviewed before it runs in production, and every run is logged.
Connect Sage Intacct without the build.
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