Stop manually entering data into Sage Intacct
We turn spreadsheets and exports from your other systems into validated, Sage Intacct-ready import files. Your recurring AP, AR and transaction preparation processes can take minutes instead of hours.
Less re-keying. Fewer errors. More time for work that matters.
No change to your existing operational system required.
Existing spreadsheet or system export
Customer-specific validation, mapping & transformation
Sage Intacct-ready CSV
We produce an import-ready file for your team to review and import. We do not post directly into Sage Intacct.
If your finance team repeats the same Excel process every week or month, we can automate it.
AR invoice preparation
Turn sales records, job data, usage information, billing records or operational exports into Sage Intacct AR invoice import files.
AP bill preparation
Turn purchasing records, supplier spreadsheets, invoice data or operational exports into Sage Intacct AP bill import files.
Order Entry transactions
Convert operational sales information into correctly structured Sage Intacct Order Entry import files.
Custom recurring imports
Automate other repeatable preparation involving locations, departments, projects, customers, suppliers, journals, statistical information and other supported Sage Intacct records.
We build the process between your source data and Sage Intacct
Every workflow begins with two things: the file you currently receive and the result Sage Intacct needs. We compare the before and after, document the manual rules in between and build a repeatable process around them.
The spreadsheet, CSV or export your team currently receives before carrying out manual work.
- Job or usage data
- Sales exports
- Supplier records
- Purchasing data
- Billing spreadsheets
- Operational system exports
The validated file or transaction structure required by Sage Intacct.
- AR invoice import
- AP bill import
- Order Entry import
- Journal import
- Customer or supplier update
- Another approved Intacct template
Rekeyless is the process between the file you have and the Sage Intacct import you need.
We document the mappings, calculations, grouping rules and validation checks your team currently performs manually.
We do not just move columns. We recreate the rules, mappings, calculations and checks your team currently performs manually.
Five simple steps
Send us your before file
Provide a representative example of the spreadsheet, CSV or system export your team currently receives.
Show us the required after result
Provide your current Sage Intacct import template, a previously successful completed import file, or examples of the finished transactions inside Sage Intacct.
We document the transformation rules
We identify the mappings, calculations, grouping, validation and exception rules that currently require manual work.
We build and test your workflow
We create the repeatable process between the source file and the Sage Intacct-ready output and test it using representative sample data.
Reuse it whenever the next file arrives
Future files can be processed using the same approved workflow, with any missing or invalid information clearly flagged for review.
Simple or complex — we’ll map it
Most workflows are quick to configure — send us your raw file, an example that has imported successfully, and any notes on the manual steps you do today. For more involved processes we review the requirements and confirm the setup scope first. Either way, the aim is to automate as much as possible and keep any exceptions simple to review.
Remove the work without replacing your systems
The goal is not another system. The goal is no more re-keying.
Your finance team should not have to re-key the same information twice
Your data already exists in a spreadsheet, CSV file or another business system. Rekeyless builds the repeatable process that validates, maps and restructures that information into a Sage Intacct-ready import file.
Enter it once. Use it everywhere it needs to go.
From system export to validated import file — spreadsheet to Sage Intacct, without the repeated finance data entry.
This is built for businesses that…
Rules configured to your approved process
Not every rule below is automatically available for every customer. Each rule is configured according to your own source file, mappings and approved Sage Intacct output.
What if you do not already have an import file?
Many businesses currently enter transactions manually and therefore do not have an existing completed import file. In that situation, we use your current Sage Intacct import template, examples of correctly entered transactions and your business rules to create an initial test output. The test file is reviewed and validated before the workflow is approved for recurring use.
You may provide any of the following:
- Screenshots of correctly entered transactions
- Exported transaction records
- A description of the required invoice or bill structure
- An empty current import template
- A manually prepared example
- A small test batch
Your workflow is configured specifically for your process
Every company uses different source systems, column names, customer and supplier codes, dimensions, calculations and Sage Intacct configurations. Your workflow is therefore built and tested around your own source data and current Intacct import requirements. The service does not assume that one universal template will work for every company.
Stop re-keying the same finance data every week or month
Show us the spreadsheet or system export you currently receive and the Sage Intacct result you need. We will review the manual process between them.