Purpose-Built for Sage Intacct Finance Teams

Connect Sage Intacct to Claude AI
Without Building It Yourself

Enterprise middleware that securely bridges Claude AI and Sage Intacct. REST API & AI Gateway integration, multi-entity RBAC, approval workflows, and full audit trail — live in under a week.

See How It Works
ChatFin · Sage Intacct AI Agent
🧠
Claude AI (query received)
Processing
⚙️
ChatFin Orchestration
Validated
🔐
RBAC + Permissions check
Authorized
🌐
Sage Intacct REST API
Live data
🏢
Sage Intacct ERP
Executed
16+
ERP Integrations
<1wk
Time to Go Live
100+
Pre-built Agents
Works seamlessly with your Sage Intacct environment
Sage IntacctREST APIAI Gateway MCP ProtocolMulti-Entity Cloud NativeRBAC PreservedSOC 2 Type II Audit Trail
Why Generic AI Stalls on Sage Intacct

Intacct isn't a simple spreadsheet

Sage Intacct is a cloud-native, multi-entity finance system with its own API, permissions model, and close workflows. AI without ERP context can describe — but can't execute.

✅

What ChatFin Handles

Every Intacct-specific challenge that blocks generic AI — we solve it at the middleware layer so your team doesn't have to.

✓
REST API + AI Gateway authentication
✓
Multi-entity data isolation & routing
✓
Dimension-aware GL query mapping
✓
Approval workflow integration
✓
RBAC per user per entity
✓
Immutable audit trail on every action
✓
Close workspace status awareness
🌐

Sage Intacct AI Gateway — Unlocked

Sage launched an official AI Gateway and MCP server in late 2025, enabling external AI tools to connect to Intacct. ChatFin is purpose-built to operate on top of this gateway — adding the finance logic, approval rules, and agent intelligence that the raw API alone cannot provide.

MCP Protocol · REST API · AI Gateway
🏗️

Multi-Entity Complexity

Intacct's multi-entity architecture means data is siloed by company. Generic AI can't route queries, enforce entity-level RBAC, or consolidate across entities without purpose-built middleware.

Generic AI fails here
📐

Dimension-Aware Queries

Intacct uses custom dimensions (Department, Location, Project) for financial reporting. AI must understand your dimension structure to return meaningful GL results.

Not out-of-the-box
🔄

Close Automation Context

Intacct's close workspace tracks tasks, owners, and status. AI agents need live awareness of close state to trigger, escalate, or report correctly.

ChatFin aware
📋

Auditability Non-Negotiable

Finance teams need every AI-executed action logged with attribution and timestamps. Intacct's own AI Gateway includes governance controls — ChatFin extends these further.

AI Trust Label compatible

From query to explanation

Connecting Claude to Intacct is straightforward. Getting an answer a business reader can act on takes more than a successful API call.

How do I do all this to give a clear, concise and easy to understand direction for this business person I'm working with, quantitative financial modeling mindset to now, how do I think about more than just a model for this business?

Chris Ortega, on the AgentCFO podcast

Set up the context and the vocabulary alongside the connection below. The plumbing is the easy half of this.

How the Integration Works

Five-Node Integration Pipeline

ChatFin connects Claude AI to Sage Intacct through a secure, validated pipeline. Every AI action passes through authentication, business logic, and permission checks before reaching your ERP.

🧠
Claude AI
Finance-aware language model receives NL queries
Anthropic
Encrypted
request
⚙️
ChatFin Layer
Finance logic, entity routing, approval rules
The Core
Validated +
permissioned
🔐
Auth & RBAC
Token mgmt, entity-level access, user permissions
Secured
Auth'd
call
🌐
Intacct AI Gateway
Official Sage MCP + REST API endpoint
Native API
Standard
protocol
🏢
Sage Intacct
Your cloud ERP — unchanged, no schema edits
Your ERP
💬
Natural Language Input

Ask in plain English. ChatFin translates intent into valid Intacct API operations with correct parameters.

🧩
Dimension Mapping

Custom dimensions like Department, Location, and Project are automatically resolved in every GL query.

🏗️
Entity Isolation

Multi-entity queries are routed, isolated, and consolidated correctly — no cross-entity data leakage.

📝
Full Audit Logging

Every AI action logged with user, timestamp, entity, and before/after state. Export-ready for auditors.

Sage Intacct's Superpower

Multi-Entity Finance, Powered by AI

Sage Intacct's multi-entity architecture is one of its biggest strengths — and one of the hardest things to connect AI to. ChatFin handles it natively.

AI that understands your entire entity hierarchy

When a CFO asks "how are we doing across all entities?", the AI needs to know which entities exist, route to each, enforce entity-level permissions, and consolidate the answer. Generic AI can't do this.

🗺️
Entity-Aware Query Routing

ChatFin maps your entity structure and routes every query to the correct company context automatically.

🔒
Per-Entity RBAC Enforcement

A Regional Controller sees their entity's data only. A CFO sees the consolidated view. Permissions enforced on every call.

📊
Automated Consolidation

AI can pull GL data, AP status, and close progress across all entities and present a unified view in seconds.

🔄
Intercompany Elimination Support

Run intercompany elimination workflows across entity pairs via Intacct's API — with AI flagging discrepancies before posting.

AI-Aware
Parent Company
Sage Intacct Top Level
US Ops
Entity 001
EU Ops
Entity 002
APAC Ops
Entity 003
AP: $2.4M
Close: Day 3
AP: €1.1M
Close: Day 4
AP: ¥800K
Close: Day 2
🧠 AI Consolidated View Ready
Total AP: $5.2M · Avg Close: Day 3.0
What You Can Actually Do

Finance Workflows Your Team Will Actually Use

Once connected, finance teams stop navigating Intacct screens and start getting answers — and executing operations — through natural conversation with Claude AI.

AP Automation
Month-End Close
GL Queries
Reconciliation
Variance Analysis
Sage Intacct · ChatFin AI
You
"Process today's AP batch — validate against POs and flag 3-way match failures."
CF
Processed 91 invoices via Intacct REST API. 3-way matching complete — results on the right.
You
"What's the close status across all entities? What's blocking us?"
CF
Pulled close workspace data from all 3 entities. Entity 002 (EU) is behind — 4 accruals missing Controller sign-off.
You
"Show Q2 actuals vs budget for Department: Engineering across all US entities."
CF
Queried GL with Department dimension filter across Entity 001. Engineering over budget by $148K — breakdown on the right.
You
"Run bank reconciliation for all US checking accounts."
CF
Matched bank statement against Intacct GL entries. 3 accounts reconciled — 1 discrepancy found, flagged for review.
You
"Why is SG&A 22% over budget this month?"
CF
Drilled into GL via Intacct REST. Three root causes identified — trade show reclassification, new hire onboarding, and software seat expansion.
AP Batch Results
ResultCountValue
✓ 3-way match passed74$512,800
⚠ Price variance >2%11$78,400
✕ No PO found6$22,100
OCR extractedPO matchedAI Gateway usedExceptions routed
Close Status · All Entities
✓
Entity 001 (US) · Day 3/5 · On track
▶
Entity 002 (EU) · Day 4/5 · 4 accruals pending
✓
Entity 003 (APAC) · Day 2/5 · Ahead of schedule
○
Consolidated CFO pack · Scheduled Day 5
Live close workspaceNotifications sent
Engineering Dept · Q2 Budget vs Actual
CategoryBudgetActualVariance
Headcount$420K$418K-$2K
Software / SaaS$80K$134K+$54K
T&E$60K$116K+$56K
Infrastructure$40K$78K+$38K
Dimension filter: DeptLive GL data
Bank Reconciliation Results
AccountBank BalGL BalStatus
Chase Checking ···4821$2,140,000$2,140,000✓ Matched
Chase Checking ···9902$894,500$894,500✓ Matched
BOA Operating ···3314$510,200$497,800⚠ $12.4K gap
Auto-matchedException flagged
SG&A Variance Root Causes
Root CauseAmount% of Gap
Trade show reclassification$89K41%
New hire onboarding (3 hires)$62K28%
Software seat expansion (20 seats)$68K31%
GL drill-downAI narrativeNo manual export
5×
Faster Close
10-day close compressed to 2–3 days
70%
Less Manual Work
AP, reconciliation, accruals automated
<1wk
Time to Live
ChatFin team handles all setup
100+
Pre-built Agents
Intacct-specific workflows ready on day 1
Security & Access Control

Every AI Action Respects Your Intacct Permissions

ChatFin enforces Sage Intacct's native role-based access at the middleware layer. No AI action can exceed a user's configured Intacct permissions — across any entity.

👔
CFO
Executive — All Entities
Data scopeAll entities
AI queriesFull visibility
Workflow actionsRead + Approve
Approval levelFinal sign-off
ConsolidationAll entities
📊
Controller
Finance Lead
Data scopeFinance modules
AI queriesGL · AP · AR
Workflow actionsRead + Write
Approval levelController level
ConsolidationAssigned entities
📥
AP Manager
Payables
Data scopeAP module only
AI queriesInvoices · Vendors
Workflow actionsProcess + Route
Approval levelAP approval
ConsolidationNo access
📝
AP Clerk
Data Entry
Data scopeAP entry only
AI queriesOwn invoices
Workflow actionsEnter + Submit
Approval levelNo approval
ConsolidationNo access
🌍
Regional User
Single Entity
Data scopeOwn entity only
AI queriesEntity scope
Workflow actionsRead only
Approval levelNo approval
ConsolidationNo access
📈
FP&A Analyst
Reporting
Data scopeReporting modules
AI queriesBudgets · Actuals
Workflow actionsRead only
Approval levelNo approval
ConsolidationRead only

Access is enforced at the ChatFin middleware layer and re-validated against Sage Intacct's permission model on every API call. No AI action can exceed a user's configured Intacct roles — across any entity or module.

Enterprise Security

Five Independent Security Layers

Every credential, query, and financial write is protected before reaching Intacct — and every action is logged with full attribution after it does.

🔐
API Auth & Encryption
AES-256 at rest, TLS 1.3 in transit. Intacct API credentials stored in HSMs — never in application code.
ACTIVE
👤
Role-Based Access
Every AI action runs within the user's Intacct permission profile. Entity-level RBAC enforced at middleware layer.
ACTIVE
🌐
AI Gateway Governance
All ERP operations route through Sage Intacct's official AI Gateway. No direct DB access, no schema modifications.
ACTIVE
📝
Immutable Audit Log
Every query, write, approval, and rejection logged with user ID, timestamp, and before/after data state.
ACTIVE
✅
Compliance Controls
SOC 2 Type II certified. Data residency, retention policies, and regulatory-ready audit export built in.
SOC 2 TYPE II
SOC 2 Type II
GAAP-Compliant Audit Trail
Data Residency Controls
AI Trust Label Compatible
Multi-Entity RBAC
Separation of Duties
Getting Started

From Zero to Live in Under a Week

The ChatFin team handles the entire technical setup. Your team defines the workflows to automate — and goes live in days, not months.

01

Connect Sage Intacct

ChatFin's team configures your Intacct REST API credentials, AI Gateway connection, and entity structure. No internal engineering required.

ChatFin handles this
02

Map Entities & Dimensions

We map your multi-entity hierarchy, custom dimensions (Dept, Location, Project), and chart of accounts so AI queries return the right data.

Pre-built Intacct templates
03

Configure Access & Approvals

Define RBAC aligned to your Intacct roles. Set approval gates, exception thresholds, and notification rules per workflow and entity.

~1 day configuration
04

Deploy AI Finance Agents

Launch agents for AP processing, close orchestration, reconciliation, variance analysis, and multi-entity reporting. Day one value.

100+ pre-built agents
Talk to Us

See ChatFin Running on Your Sage Intacct Environment

Book a demo and we'll show AI agents executing real Intacct workflows — multi-entity queries, AP automation, and close orchestration in action.

✓

Live agents on your Intacct entities — not a scripted deck

✓

Your specific finance workflows automated with AI in real time

✓

Custom deployment roadmap for your entity structure and team

Request a Demo
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