What flo.space prepares with Sage Intacct
- Prepare a Sage Intacct invoice from an approved quote
- Match an incoming payment to the right customer
- Flag balances as they age past 30, 60, and 90 days
What it reads, and what it can write
Reads · read-only to start
Only the Sage Intacct data you connect, within the OAuth scopes you approve. flo.space reads the context it needs to prepare an action and nothing beyond it.
Writes · only on approve
Nothing writes back to Sage Intacct until you approve it. On approval, flo.space performs the exact action you reviewed, and logs it to the audit trail.
Sage Intacct in your stack
flo.space groups Sage Intacct under billing & finance. Connect it and the actions it informs land in the same queue as everything else, each one carrying the records it was built from and the reasoning behind it, waiting on your approval.
Sage Intacct describes itself as: “AI-powered solution for medium-sized businesses to streamline financial management and drive success.”
Connect the rest of your stack
Put Sage Intacct on approve
Connect Sage Intacct read only and let flo.space prepare the first wave of actions. Nothing sends until you approve.