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Integration Guide

AgentCollect + Sage

Connect Sage Intacct or Sage 50 to AgentCollect and automate overdue invoice collection with AI agents. Both Sage platforms are supported — from SMB Sage 50 deployments to enterprise Sage Intacct multi-entity environments.

Sage Intacct Sage 50
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Sage
Intacct or Sage 50
AR aging
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AgentCollect
AI agents collect
Payments + status
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Sage Ledger
Cash receipts posted
How It Works

From Sage AR to collected — three steps

Step 01 — Connect

API credentials in 5 minutes

For Sage Intacct: configure a dedicated Web Services user with AR read and cash receipt write permissions. For Sage 50: install the AgentCollect connector app and authorize via the Sage 50 Accounting API. No passwords shared.

Step 02 — Configure

Set AR aging rules

Define which aging buckets (30-60, 60-90, 90+ days) trigger collection, set minimum invoice thresholds, and configure exclusion rules by customer class or Intacct entity. Multi-entity configurations are supported natively.

Step 03 — Collect

AI agents recover, Sage stays clean

AI agents contact customers under your brand across voice, email and SMS. AgentCollect syncs with your accounting system several times a day and stops contacting a customer about any invoice your books show as paid, so customers who already paid are not chased.

Data Sync

What syncs between Sage and AgentCollect

Direction Data Frequency Platform
Sage → AC AR aging report Every 4 hours Intacct + Sage 50
AC → Sage Cash receipts / payments Real-time Intacct + Sage 50
AC → Sage Collection status updates Real-time Intacct (custom field)
Sage → AC Customer master data On sync Intacct + Sage 50
Sage → AC Entity / location codes On sync Intacct (multi-entity)
Key Benefits

Built for Sage users — both platforms

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Both Sage platforms supported

Whether you're on Sage 50 for SMB simplicity or Sage Intacct for mid-market control, AgentCollect has a native connector for both. No switching platforms.

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Intacct multi-entity ready

Sage Intacct's multi-entity structure is fully supported. Configure collection rules per entity and route to different AR owners — all from a single AgentCollect workspace.

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Clean ledger, zero manual effort

FAQ

Sage integration FAQ

Does AgentCollect support both Sage Intacct and Sage 50?
Yes. AgentCollect supports both Sage Intacct (mid-market, cloud-native) and Sage 50 (SMB, desktop/cloud). Each has its own connector — the Intacct integration uses the Sage Intacct Web Services API, while Sage 50 uses the Sage 50 Accounting API.
How does the Sage Intacct integration work technically?
AgentCollect connects to Sage Intacct via the Web Services API (XML gateway). We use a dedicated API user in your Intacct account with read access to AR and write access to cash receipts. No password sharing — only the Intacct Web Services password is used.
Can I set different collection rules for different Sage Intacct entities?
Yes. Sage Intacct's multi-entity structure is fully supported. You can configure AgentCollect per entity — different overdue thresholds, different collection contacts, and different escalation rules per Intacct entity.

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Works with Sage Intacct and Sage 50. . AgentCollect pricing.

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