Save time and improve efficiency When a job is created, invoices are posted or payments are received in one system, the data is automatically updated in both systems without any additional manual effort, reducing time spent on data entry. Ensure accuracy and reliability With near real-time updates, the integration ensures that financial data is always accurate and consistent across both systems. This means job details, invoices, payments and bills are always current and reliable. Tailor the system to your needs The integration offers customizable mapping tables and configurable options to adapt to your specific requirements, supporting various business processes and scaling with you over time.
Key features
Product overview
Standard integration points
DASH
Sage Intacct
Job synced Work order created Estimate created Vendor created Work order converted to PO Purchase order completed Job costs updated Amount paid updated Invoice totals updated Total collected updated
Job created Customer created Project budget updated Vendor created Purchase order created* PO converted to receiver/invoice* Credit card transaction posted AP bill posted Journal entry created (e.g., payroll) AP bill paid Invoice posted order entry (OE) or accounts receivable (AR) AR adjustment posted AR invoice paid
Included optional CRE integration
Work order created Estimate created Work order updated Estimate updated
Job estimate created Job contract created Change request and change order created Change request and change order created
