Shackleton for Sage Intacct
Sage Intacct runs your finance team’s books. Shackleton gives your project team the place to run the work. The integration keeps projects, vendors, budgets and billing aligned between the two.
| In Shackleton | Becomes | In Sage Intacct |
|---|---|---|
| Projects | Projects | |
| Cost codes | Tasks and cost types | |
| Subcontractors | Vendors | |
| Owners and clients | Customers | |
| Subcontractor bills | AP bills | |
| Owner invoices | AR invoices |
What the Sage Intacct integration does
Your project team works in Shackleton. Your accounting team keeps working in Sage Intacct. Here’s what stays in step between them.
Projects
Shackleton projects line up with the projects you already keep in Intacct.
Vendors and customers
Subcontractors and owners match their Intacct vendor and customer records.
Budgets and cost codes
Budgets built in Shackleton use the same cost structure as your Intacct project tasks and cost types.
AP bills
Approved subcontractor bills land in Intacct AP, coded to the right project.
AR invoices
Owner invoices created in Shackleton post to Intacct AR without rekeying.
Up and running in three steps
- 1
Connect your account
Authorize the connection from Shackleton. Our team is on the call with you for the first one.
- 2
Match your records
Line up projects, vendors and cost codes with what’s already in your books. You only do this once.
- 3
Work in Shackleton
Your team runs the job in Shackleton, and the accounting records flow to your books on their own.
Common questions
About connecting Shackleton and Sage Intacct.
Does Shackleton replace Sage Intacct?
No. Intacct stays your financial system of record. Shackleton is where your project team works, and the integration keeps both in step.
Who sets the integration up?
Our team sets it up with your finance team during onboarding, including matching your existing projects, vendors and customers.
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See Shackleton with Sage Intacct
We'll walk you through the integration using your own workflow.