Turn your sales data into Sage Intacct AR invoices
If your team exports sales, job or usage data and rebuilds it into a Sage Intacct AR invoice import every week or month, that process can become a repeatable, validated workflow. We reverse-engineer the manual steps you perform today and build them into a reusable configuration.
Your sales data already exists. Rekeyless prepares it for Sage Intacct without entering every invoice again.
The manual problem
AR invoicing rarely starts life in an import-ready shape. Sales sit in an operational system, a billing spreadsheet or a usage export, and someone reshapes them by hand: matching customer names to Intacct IDs, grouping lines into invoices, formatting dates and applying the right dimensions. It is repetitive, error-prone and usually understood by only one person.
Suitable source data
We work from the real file you already receive. That might be:
- Sales records
- Job sheets
- Usage data
- Service records
- Customer billing data
- Operational system exports
- Weekly or monthly sales spreadsheets
Rules we may build in
Configured to your approved process — not assumed automatically:
Send us the before. Show us the after. We build the process between.
You provide a representative export (the “before”) and the result Sage Intacct needs (the “after”) — your current import template, a previously successful import, or examples of correctly entered transactions. We document the transformation rules in between, build a customer-specific workflow and test it against representative sample data.
From sales records to AR invoices — without the re-keying.
Validation checks
- Required fields present for every line
- Valid, mapped customer IDs
- Valid dates in the format Intacct expects
- Recognised dimensions (location, department, project)
- No duplicate invoice references
- Amounts and totals reconcile
Exception handling
Rows that cannot be resolved — an unmapped customer, a missing dimension, an invalid date — are flagged on an exception report rather than silently guessed. You review and correct them before the file is imported.
Each workflow is configured around your own source file and current Sage Intacct import template. We do not promise that any file works without configuration, and we do not assume one universal template fits every company.
Ready to remove this manual step?
Tell us what you currently receive and what Sage Intacct needs. We will assess whether it can become a repeatable workflow.