Sage Intacct Skills

Horizon provides six skills for interacting with Sage Intacct. These skills let agents query financial data across accounts payable, accounts receivable, general ledger, budgets, and projects, as well as run interactive custom reports.

Prerequisites

Before an agent can use Sage Intacct skills, your workspace must have an active Sage Intacct connection with the appropriate API permissions. Navigate to Connections in the left sidebar to set up or verify your Sage Intacct connection.

Key concepts

Sage Intacct skills share several common patterns:

• group_by is required for most query skills. This parameter controls how the result set is aggregated. Without it, the API would return individual line items, which is rarely what users want.
• Dimensional filters let you slice data by standard Sage Intacct dimensions (department, location, vendor, customer, project, class, item, employee, etc.).
• Pagination is available on most query skills via offset and limit parameters.
• Aggregates are automatically applied based on the data type (e.g., SUM(AMOUNT), COUNT(RECORDNO)).

Available skills

Query AP Bill Items Sage Intacct

Query accounts payable bill items with grouping, dimensional filters, and aggregate summaries.

Query GL Detail Sage Intacct

Query general ledger detail with mandatory date ranges, module and journal filters, and dimensional groupings.

Query GL Budget Items Sage Intacct

Query general ledger budget items by budget ID, period, GL account, and dimensional groupings.

Query AR Invoice Items Sage Intacct

Query accounts receivable invoice items with grouping, date filters, dimensional filters, and quantity aggregates.

Query Projects Sage Intacct

Query project records with filters on ID, name, status, customer, dates, and custom fields.

Interactive Custom Report Sage Intacct

Execute a pre-built Sage Intacct custom report by ID with retry logic and flexible output formatting.