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The Sage Intacct integration makes your general ledger and project accounting available in client work. Ask how a project is billing against its budget, which AR invoices are open for a customer, or what revenue was booked by department last quarter, and Hebno answers from Sage Intacct with each record cited. When a request implies a change, such as entering time or preparing an invoice, Hebno shows a confirmation card and writes a draft to Sage Intacct only after you confirm.

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At a glance

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Before you start

You need:
  • An owner or admin role in Hebno.
  • Your Sage Intacct company ID, and the entity ID for each entity you want to use in a multi-entity company.
  • A Web Services user for the integration, created by a Sage Intacct administrator under Company → Admin → Web Services users. Note its user ID and password. A Web Services user cannot sign in to the Sage Intacct interface, which separates the integration’s access from any person’s.
  • Hebno’s sender ID authorised for your company. An administrator adds it under Company → Setup → Company → Security → Web Services authorizations. The sender ID appears on the Sage Intacct card in Hebno.
  • Projects and Time & Expenses subscribed in Sage Intacct if you want project reads and timesheet entries.

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Permissions

Sage Intacct applies the Web Services user’s roles or user permissions on every call. Give the user a dedicated role with these rights.
Grant Add on timesheets and invoices only if you want members to write back. A request outside the role returns a permission error rather than partial data.

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Connect Sage Intacct

1

Allow the integration

Open Admin → Connectors → Catalogue, find Sage Intacct under Finance, and set it to Allow.
2

Connect the organisation

Select Connect, enter your company ID, the Web Services user ID and password, and an entity ID if you use one, then select Test connection. Hebno checks that it can connect to Sage Intacct and lists the objects the user can read and write.
3

Choose teams and data areas

Under Who can use it, choose All teams or pick teams for each entity. Under Data areas, choose what members can see. See Data areas.
4

Set access

Access is Read only by default. Choose Read and write to let members propose draft timesheet entries and draft AR invoices.
The card shows Connected with the company ID and each entity. To add another entity later, select Add entity on the card. Members can link their own Sage Intacct user so writes are made in their name under their own Sage Intacct role.
  1. In Hebno, open Settings → Connections, find Sage Intacct and select Link your account.
  2. Enter your Sage Intacct user ID and password and select Link.
When your account is linked, Hebno reads and writes as you: timesheet entries are saved against your employee record, and you see only what your Sage Intacct role allows.

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Data areas

Data areas control what members of the allowed teams can see through the organisation connection. They apply on top of what the Web Services user can read in Sage Intacct.
Admin connector panel showing who can use it, access and data areas

An organisation connection with team access and data areas. Financial figures default to owners and admins.

To share financials with delivery leads, open the Sage Intacct card in Admin → Connectors, select Financials and add the teams that should see them.
When a member has linked their own account, Hebno uses that member’s Sage Intacct role instead of the organisation connection. Data areas still apply, so a member never sees more through Hebno than both Sage Intacct and your Hebno settings allow.

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What Hebno reads

Reads are live. Hebno queries Sage Intacct when a request needs it, so figures match what finance sees. Only what a reply used is stored with the conversation as its sources.
Excerpts a reply uses, including balances and revenue figures, become part of the conversation. Anyone you share the conversation with can read them.

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What Hebno writes

Every write appears first as a confirmation card. You can change any field before you select Confirm. Hebno writes drafts only.
Confirmation card for Sage Intacct with editable fields

A Sage Intacct change pending confirmation. Nothing is written until you confirm.

A draft timesheet or invoice is in Draft in Sage Intacct until a person reviews it there. Hebno never submits or approves timesheets, posts or sends invoices, applies payments, creates journal entries or changes customers, accounts or dimensions. If you have linked your own account, the record is created as you. Otherwise it is created through the organisation connection, with the write recorded against you in Admin → Logs → Integrations. Linking marks which Sage Intacct records belong to a project, so you can ask “what has Contoso been billed?” without naming the customer.
  1. Open the project and select Brain.
  2. Under Linked records, select Link record, then Sage Intacct.
  3. Choose the entity, then search and select the customer and each project the engagement uses.
In chats tagged to the project, Hebno starts with the linked records for any billing, time or profitability question, and cards default to them. See Linked records.

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Use Sage Intacct in chat

  • Attach: open the + menu, choose Sources → Sage Intacct, and pick a customer, a project, a timesheet, an invoice or an account. Or type / and choose Sage Intacct.
  • Ask: name the customer, project, period or dimension in your request. For example:
    How is the Contoso pricing review tracking against its budgeted hours, and what is still unbilled?
    Show revenue and cost for the Contoso project by department for October 2026.
    Add 3 hours to my timesheet for Contoso interviews on 5 November.
  • Research runs show a Checking Sage Intacct step, with a chip for each record or account it read.
  • Agents can read Sage Intacct on a schedule, for example a Monday summary of past due AR invoices. Writes an agent proposes appear in agent approvals for review.

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Troubleshooting