Skip to content
Sign inSign up

Sage Intacct Connection

Connect Horizon to Sage Intacct with Web Services credentials so agents can query the general ledger, projects, and custom reports.

The Sage Intacct connection lets Horizon agents read from Sage Intacct. Unlike most Horizon integrations it uses credential-based authentication rather than OAuth.

Caution

This integration is read-only. Every Sage Intacct skill queries or reports; none of them writes. Agents cannot create invoices or bills, post journal entries, or maintain customer and vendor records in Sage Intacct.

Prerequisites

  • An active Sage Intacct subscription with Web Services enabled.
  • A Web Services user created in Sage Intacct, distinct from a regular UI user.
  • Your Sender ID and Sender Password from the Sage Intacct Web Services portal.
  • The Company ID for the entity you want to connect.
Tip

Create a dedicated Web Services user for Horizon rather than reusing a personal account. It gives you a clean audit trail and survives a team member’s credentials changing.

Setting Up the Connection

  1. Navigate to Workspace > Connections and click Connect Service.
  2. Select Sage Intacct from the list.
  3. Fill in the five fields it asks for:
    • Sender ID (Web Services)
    • Sender password
    • Web Services user ID
    • Web Services user password
    • Company ID — for example MYCOMPANY
  4. Click Connect.
Caution

Horizon does not test the credentials when you save them. It checks the fields are filled in and marks the connection active, so a typo surfaces later as a failing skill rather than as an error on this screen. Use Check Health on the connection’s card to make a real call and find out.

Required Sage Intacct Roles

The Web Services user needs roles covering the data your agents will read. In practice that means:

  • General Ledger — account balances and transaction detail.
  • Accounts Receivable and Accounts Payable — invoice and bill line queries.
  • Project Accounting — projects, job costs and contract values.

Assign only the roles your use case needs.

What Agents Can Do

Once connected, agents with Sage Intacct skills can:

  • Query the general ledger — GL detail and GL budget lines.
  • Query AR and AP — invoice and bill line items, returned as aggregates such as sums and counts.
  • Find customers — search by name or customer ID.
  • Read projects — project records, job costs to date and job revenue to date.
  • Read contract and estimate values — original, revised, forecasted, pending-change, approved-change and other contract and estimate figures.
  • Run custom reports — both the original and interactive Sage Intacct custom report families.
Note

The skill set leans heavily toward project and construction accounting. If your use case is general bookkeeping rather than job costing, expect to reach the custom-report skills sooner than the purpose-built ones.

Multi-Entity Setups

Connect the entity you want by entering its Company ID. There is no location or entity field beyond that — the connection is scoped by the credentials themselves. For several entities, create a connection per entity and scope each to the department that should use it.

Changing Credentials

Credentials cannot be edited in place. To rotate a password or change entity, click Disconnect on the connection’s card and set the connection up again.

The Sage Intacct API endpoint is fixed and cannot be pointed elsewhere.

Troubleshooting

IssueResolution
“Invalid credentials”Check the Company ID, user ID and password, and that the user is a Web Services user rather than only a UI user.
“Sender not authorized”Confirm the Sender ID is authorized for your company under Company › Admin › Web Services Authorizations.
Permission errors on specific modulesAdd the required role to the Web Services user in Sage Intacct.
Connection saved but skills failCredentials are not verified at save time. Run Check Health to make a real call and see the error.

Disconnecting

Click Disconnect on the Sage Intacct card in Workspace > Connections and confirm. Horizon deletes the stored credentials.

If the Web Services user exists only for Horizon, consider deactivating it in Sage Intacct as well.