Choose Your Perfect
Payments App for Sage
Intacct: A Checklist

With 92.6% of businesses reporting late payments among B2B
customers in the US alone, CFOs and Controllers need more than af inancial ERP to reduce their DSO. A payments app integrated withyour Sage Intacct instance is one of the easiest ways to automate
your AR’s payment process and improve your cash flow, but it canbe challenging to decide on the best option, especially if you use
Sage Intacct. 

When choosing the perfect payment app integration for Sage
Intacct, it’s essential to consider all the different ways you can savethrough payment options and how that app will affect yourcustomer experience. 

An integrated Sage Intacct AR payments application should bemuch more than a workflow email, also. When adding new
automated payments capabilities with your Sage Intacct ERP, youneed a program that can complete as much of the process as
possible while maintaining PCI-compliant security standards.

We recommend looking for the following essential features:
A direct plugin into Sage Intacct so you have robust payment capability all from withinyour ERP

Accepts next-gen payment options, including zero-fee bank-to-bank payments

Offers multi-currency billing support

Uses incentives or convenience fees to eliminate credit card transaction costs entirely 

Schedules payments and easily initiates autopay and recurring billing Adds payment links to invoices and billing reminders for payer convenience Gives customers a self-service option to select and pay multiple open invoices at a time Sets automatic alerts

Provides a view of collected and pending receivables in your dashboard Groups receivables into categories based on status and type

Reconciles payments in real-time

Applies collected payments to open invoices Receives automatic and detailed transfer reports and ledgers

Maintains PCI Level-1 DSS compliance Enables two-factor authentication and role-level access Stores customer payment data securely, preferably with tokenization

Adjusts payment rails based on your business model 

Allows you to brand the checkout, interface, and payment portal Requires minimal maintenanceIncludes fail-safes in case the payer has an insufficient balance in their bank account Presents knowledgeable and accessible troubleshooting support and customer serviceSet up discounts for preferred payment methods

These essential and performance-based features will allow you tocut costs and reduce sDSO while boosting your revenue andshifting credit card fees from you to the end-user. At the same time,
criteria such as data security, two-factor authentication, and PCI
DSS Level-1 compliance ensure that you minimize security andcompliance risks. 

On the topic of security, we prefer tokenization methods for data
security, and that’s what we use at Paystand. Tokenization has
proven to be more secure than passwords and traditional vaultssince sensitive data is replaced with meaningless tokens. 

When all is said and done, your AR payments integration for Sage
Intacct should make you forget it’s a different platform altogether.
So whatever solution you choose, it should integrate completely
with Sage Intacct and make it easy to send and track digital
invoices. 

ERP payments automation is the future of the business. Adding theright integration to your Sage Intacct ERP will allow your team tofocus on higher-level tasks that can make an impact on yourcompany instead of tracking invoices.

Want to know if our Sage Intacct
integration is right for your team?
Book a 15-minute demo with our payments experts today.