Zudello and Sage Intacct Integration Overview

With the Zudello integration, Sage Intacct users can achieve a deeper level of accuracy with real-time spend reporting, transparency, and cash-flow management.

Zudello offers a complete solution for managing the end-to-end processing of sales and purchasing documents providing businesses with the structure to efficiently scale. Utilising advanced document extraction, automated coding and tax calculations and dynamic approval workflows, Zudello automates your complex business processes reducing the risks of error, lowering overhead costs and minimising frustrations.

Zudello fetches current financial, organisational, inventory and purchasing data directly from your Sage Intacct account to power your procurement and sales processes. Using regular fetches and updates, Zudello ensures your two systems are always in sync and Sage Intacct has accessible, up to date information to drive informed decision making and accelerate business growth.

Purchase order created

PO's created in Sage Intacct sync to Zudello, or use Zudello to create a PO and send it through a dynamic approval workflow before releasing it to the supplier and creating it in Sage Intacct.

Fulfillments & Shipments

As goods arrive, Zudello extracts delivery dockets and creates goods recipes, or Fulfillments/Shipments in Sage Intacct keeping your PO’s up to date. In the event you don’t receive delivery dockets, no worries, Zudello automatically creates the fulfillment/ shipment for the PO in Sage Intacct based on what has received on the invoice once it arrives

Invoices extracted

Zudello imports supplier invoices from your team’s inbox and extracts invoice in-full, down to the line-items. When extracting, Zudello automatically matches supplier item codes to internal stock codes or captures expenses while also validating pricing. Use document automations to automatically split document lines and capture partial tax based on your business needs.

Verified and validated

Zudello instantly matches Supplier Invoices to Purchase Orders and delivery dockets, and validates stock items, quantities outstanding and pricing discrepancies at the line-level. Set custom rules to help alert and enforce item price tolerances, providing instantly visibility of overpricing.

Automated workflows

Invoices are auto-coded using defaults, document automations and actionable data captured on the invoice and sent through an approval process. Zudello’s powerful workflows enable multi-step approval processes with almost unlimited approval stages and conditions to craft exactly the right approval process for your business.

Invoice approved - transaction created in Sage Intacct

As soon as the invoice is approved, Zudello sends updated Purchase Order information and fulfillment/ shipment to Sage Intacct to keep your commitments up to date. Zudello creates the Vendor Invoice or AP Bill in Sage Intacct, ready for payment.

Zudello imports your supplier statements, extracts the transactions, and compares them to what transactions are in Sage Intacct as your accounting system of truth. We’ll identify any errors, missing documents or discrepancies and flag them for review. Easily contact your supplier directly from the statement to request documents or discuss issues.

We integrate your complex accounts receivable to accounts payable and vice versa processes too. Zudello fetches your customers and items from Sage Intacct to power your accounts receivable process.

Customer Orders extracted

Zudello imports your customers’ purchases orders and extracts them in full, down to the line item. Either send your customers orders through a dynamic approval process or process them directly to Sage Intacct to create a sales order.

Use Zudello to check availability of inventory items to fulfill the customer order. If items are low in stock, use Zudello to automatically generates one or multiple purchase orders for the inventory items and send them to your preferred supplier. Once the PO is created in Zudello it will sync back to Sage Intacct as either an inventory or service PO.

Automated fulfillment & Invoice Processes!

The purchase order then follows the automated process document above, while allowing your team to track document progress, manage approvers workloads, and easily communicate internally.

Zudello also has workflows to generate and take items from a purchase order and automatically create a Sales Order that can be invoiced out to your Customers. Easily run the conversion PO to Sales Order workflow and Zudello will automatically create a Sales document in Zudello assigned to the correct customer for creation in Sage Intacct as a Sales order. Track both Sales and PO documents in Zudello for complete oversight.