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Unlock Financial Automation: Sage Intacct & BridgePay Integration

Connect your ERP and Payment Gateway for real-time reconciliation, streamlined workflows, and enhanced compliance with a powerful iPaaS.

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The Challenge

The Challenges of Disconnected Financial & Payment Systems

Without a robust integration, managing payments with BridgePay and reconciling them in Sage Intacct can lead to significant operational bottlenecks, financial inaccuracies, and compliance risks.

  • Manual data entry of payment transactions into Sage Intacct from BridgePay reports.
  • Delayed or inaccurate financial reporting due to batch processing and reconciliation lags.
  • High risk of human error in transferring payment and refund data.
  • Difficulty in achieving real-time cash flow visibility and accurate revenue recognition.
  • Complex and time-consuming daily settlement and bank reconciliation processes.
  • Fragmented customer payment data across multiple systems, hindering a unified view.
  • Compliance concerns (e.g., PCI DSS) when handling sensitive cardholder data outside of tokenized environments.
Integration Diagram
Solution Illustration
The Solution

Automate Financial Harmony: Sage Intacct & BridgePay with iPaaS

Our iPaaS-driven integration solution seamlessly connects Sage Intacct's robust ERP capabilities with BridgePay's secure payment processing, automating every step of your financial workflows. From real-time payment capture to automated reconciliation and GL posting, achieve unparalleled efficiency and accuracy.

  • Real-time Payment & Refund Synchronization
  • Automated Daily Settlement Reconciliation
  • Secure Customer Payment Method Management
  • Fraud Alert Integration & Workflow Automation
  • Subscription Billing & Renewal Automation
Implementation Timeline

Go live with Sage Intacct + BridgePay in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Sage Intacct and BridgePay, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Sage Intacct + BridgePay deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Comprehensive Solution Details

  • Real-time Payment & Refund Synchronization
  • Automated Daily Settlement Reconciliation
  • Secure Customer Payment Method Management
  • Fraud Alert Integration & Workflow Automation
  • Subscription Billing & Renewal Automation
  • PCI DSS Compliant Data Handling

Technical Deep Dive: Sage Intacct & BridgePay Connectivity

Our iPaaS provides a robust, API-first approach to integrating Sage Intacct and BridgePay, ensuring secure, scalable, and real-time data synchronization. This section details the technical mechanisms and best practices for a seamless integration.

Data Flow Steps

**Establish Secure Connections:** Configure API keys and OAuth 2.0 (where applicable) for both Sage Intacct and BridgePay within the iPaaS's secure credential vault. Implement IP whitelisting.

**Define Data Models:** Utilize the iPaaS's visual mapping canvas to define canonical data models for entities like Customer, Order, Payment, Transaction, and Refund, ensuring consistent structures across systems.

**Design Event-Driven Workflows:** Configure webhooks from BridgePay for critical events (e.g., successful payment, fraud alert) to trigger immediate actions in Sage Intacct or other systems.

**Implement Data Transformations:** Apply low-code transformation rules within the iPaaS to harmonize data formats, currencies, and GL account mappings between BridgePay and Sage Intacct.

**Build Robust Error Handling:** Incorporate automated retry logic, dead-letter queues, and real-time alerting for any integration failures or discrepancies.

**Deploy & Monitor:** Promote tested integration flows from sandbox to production environments and monitor performance via centralized dashboards.

Data Touchpoints

**BridgePay:** Payments, Transactions, Refunds, Settlement Batches, Customer Payment Methods, Fraud Events.
**Sage Intacct:** Customers, Sales Orders, Invoices, Payments, Journal Entries, General Ledger, Credit Memos.

"BridgePay (Payment Processing, Transactions, Refunds, Settlements) <-> iPaaS (Orchestration, Data Transformation, Workflow Automation, Error Handling, AI) <-> Sage Intacct (ERP, Accounting, Invoicing, GL, Customers)"

Pricing

Simple, transparent pricing for Sage Intacct + BridgePay.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Innovative & Robust

How Middleware Integration Works

Benefits of Integrating Sage Intacct

Integrating Sage Intacct fosters greater efficiency and data accuracy. Automate your critical business processes to deliver consistently outstanding results.

Hover over the steps on the right to see detailed integration points.
Data Mapping

Key Entities & Data Mapping: Sage Intacct to BridgePay

Understanding how core business entities map and transform between Sage Intacct and BridgePay is crucial for a successful integration. Our iPaaS provides a visual canvas to define these mappings and transformations.

Payment / Transaction

Represents a monetary exchange. In BridgePay, this is typically a 'Transaction' encompassing authorization, capture, or sale. In Sage Intacct, a successful 'Transaction' from BridgePay often results in a 'Payment' applied to an 'Invoice' or a 'Journal Entry' for revenue.

Sage Intacct Fields

{ "field": "Payment.paymentId", "description": "Unique identifier for the payment in Sage Intacct." } { "field": "Payment.invoiceId", "description": "Associated invoice in Sage Intacct." } { "field": "Payment.amount", "description": "Amount of the payment." } { "field": "Payment.paymentMethod", "description": "Method of payment (e.g., Credit Card)." } { "field": "Payment.transactionDate", "description": "Date of payment." } { "field": "JournalEntry.GLAccount", "description": "General Ledger account for revenue/cash." } { "field": "JournalEntry.amount", "description": "Amount posted to GL." } { "field": "JournalEntry.referenceNumber", "description": "Cross-reference to BridgePay transaction ID." }

BridgePay Fields

{ "field": "Transaction.transactionId", "description": "Unique BridgePay transaction ID." } { "field": "Transaction.paymentId", "description": "Associated payment attempt ID." } { "field": "Transaction.type", "description": "Type (sale, auth, refund)." } { "field": "Transaction.status", "description": "Current status (approved, declined, voided)." } { "field": "Transaction.amount", "description": "Transaction amount." } { "field": "Transaction.currency", "description": "Currency of transaction." } { "field": "Transaction.settlementDate", "description": "Date funds are settled." } { "field": "Transaction.referenceId", "description": "Often the originating order ID from eCommerce." }

Mapping Notes

BridgePay's `Transaction.transactionId` is critical for linking to Sage Intacct's `Payment.referenceNumber` or `JournalEntry.referenceNumber`. Map BridgePay's `Transaction.status` to Sage Intacct's payment application status. Ensure currency conversion if different.

Next Steps

See Sage Intacct + BridgePay integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo
Real-World Applications

Integration Use Cases

Explore how the integration behaves in real business scenarios, with clearly defined steps, outcomes, and execution patterns.

Automated eCommerce Order & Payment Processing

When a customer completes a purchase on your eCommerce site, the iPaaS captures the order, initiates payment processing via BridgePay, and upon successful payment, automatically creates a customer record, sales order, and invoice in Sage Intacct, applying the payment and updating inventory. This eliminates manual data entry and accelerates fulfillment.

Integration Steps:

  1. 0 eCommerce platform sends new Order to iPaaS.
  2. 1 iPaaS sends payment details to BridgePay `/v1/payments` for authorization/capture.
  3. 2 BridgePay processes payment, returns `Transaction` status via webhook.
  4. 3 iPaaS creates/updates `Customer` in Sage Intacct if new.
  5. 4 iPaaS creates `Sales Order` and `Invoice` in Sage Intacct, applying the `Payment`.
  6. 5 iPaaS updates order status in eCommerce platform.

Business Outcome

Faster order fulfillment, real-time revenue recognition, improved customer experience, reduced manual errors.

Frequency

Real-time, event-driven

Business Value

Key Integration Benefits

Discover the strategic advantages and business value of seamless integration between your systems.

Accelerated Order-to-Cash Cycle
Automate payment processing and invoice generation, significantly reducing the time from order placement to revenue recognition.
Eliminate Manual Reconciliation
Automate daily settlement reconciliation and GL postings, freeing finance teams from tedious manual data entry and error correction.
Enhanced Data Accuracy & Compliance
Ensure consistent, error-free financial data across Sage Intacct and BridgePay, maintaining PCI DSS compliance through tokenization.
Real-time Financial Visibility
Gain immediate insights into payment statuses, refunds, and overall financial performance within Sage Intacct.
Reduced Fraud & Chargebacks
Leverage BridgePay's fraud detection capabilities with automated workflows to proactively manage and mitigate risks.
Improved Scalability & Agility
Scale your payment operations without increasing manual overhead, adapting quickly to new business models or transaction volumes.
✨

Accelerated Order-to-Cash Cycle

30% Faster Cash Flow

📋 What You Get

Automate payment processing and invoice generation, significantly reducing the time from order placement to revenue recognition.

💼 Business Impact

This benefit directly contributes to 30% improvement in Faster Cash Flow, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Sage Intacct + BridgePay in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Sage Intacct and BridgePay, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Sage Intacct + BridgePay deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose
POST /API/v3.0/function/create_customer Create a new customer.
POST /API/v3.0/function/create_salesorder Create a new sales order.
POST /API/v3.0/function/create_invoice Create a new invoice.
POST /API/v3.0/function/create_arpayment Apply a payment to an invoice.
POST /API/v3.0/function/create_glentry Create a general ledger entry.
POST /API/v3.0/query/readbyquery Retrieve records based on query (e.g., customers, invoices).

⚡ Transformation Logic

  • **Currency Conversion:** Automatically convert transaction amounts if Sage Intacct and BridgePay operate in different base currencies.
  • **GL Account Mapping:** Dynamically map BridgePay transaction types (sale, refund, fees) to specific Sage Intacct General Ledger accounts.
  • **Status Harmonization:** Translate BridgePay transaction statuses (e.g., 'approved', 'captured', 'voided') into corresponding Sage Intacct payment and invoice statuses.
  • **Address Formatting:** Standardize customer billing and shipping addresses to match Sage Intacct's required format.
  • **Fee Calculation:** Parse BridgePay settlement fees and post them as separate expense lines in Sage Intacct's GL.

🛡️ Error Handling

  • BridgePay declines a payment: iPaaS updates order status, sends notification.
  • Sage Intacct API is temporarily unavailable: iPaaS retries with exponential backoff, stores message in dead-letter queue if persistent.
  • Data mapping error: iPaaS logs the error, sends an alert, and quarantines the specific record for review.
  • Duplicate transaction detected: iPaaS uses idempotency keys to prevent duplicate processing.
Pricing

Simple, transparent pricing for Sage Intacct + BridgePay.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Support & Information

Frequently Asked Questions

Common questions about integration implementation, security, and best practices.

General Integration FAQs

▸ What is the best way to integrate BridgePay with Sage Intacct?
The most effective way is through a modern iPaaS platform. This enables API-first, event-driven connectivity for real-time synchronization of payment data, automated GL postings, and streamlined reconciliation, far surpassing traditional point-to-point integrations.

Reconciliation FAQs

▸ How can iPaaS help automate BridgePay's payment reconciliation process with Sage Intacct?
iPaaS can fully automate reconciliation by retrieving daily settlement reports from BridgePay, harmonizing transaction data with bank statements, identifying discrepancies using AI, and automatically posting consolidated entries to Sage Intacct's General Ledger. This drastically reduces manual effort and speeds up financial close cycles.

Security & Compliance FAQs

▸ Is BridgePay integration PCI DSS compliant when using an iPaaS?
Yes, when implemented correctly. The key is to leverage BridgePay's tokenization capabilities, ensuring raw cardholder data never passes through or is stored in the iPaaS or Sage Intacct. The iPaaS should only handle payment tokens and be configured with secure connectors and encryption to maintain PCI DSS compliance.

Low-Code/No-Code FAQs

▸ Can I use low-code tools to build workflows around BridgePay and Sage Intacct?
Absolutely. Modern iPaaS platforms offer robust low-code/no-code environments. This empowers business analysts to design, implement, and manage complex workflows—such as subscription billing, refund processing, or fraud alerts—with minimal coding, accelerating automation initiatives between BridgePay and Sage Intacct.

AI Capabilities FAQs

▸ How does AI enhance BridgePay and Sage Intacct integrations?
AI significantly enhances integrations through automated anomaly detection for fraud, intelligent mapping suggestions for new data fields, predictive analytics for cash flow, and smart routing for exception handling. It reduces manual intervention and improves data quality and decision-making for both systems.

Error Handling FAQs

▸ How do I handle failed payments or transaction errors in BridgePay to Sage Intacct integrations?
Implement robust error handling within your iPaaS workflow. This includes automated retry logic with exponential backoff for transient errors, dedicated dead-letter queues for unresolvable issues, and proactive alerts to notify relevant teams. AI can even suggest auto-resolution actions for common failure patterns, ensuring Sage Intacct remains accurate.

Data Management FAQs

▸ What kind of data harmonization is needed for BridgePay and Sage Intacct integrations?
Data harmonization ensures consistent formatting and validation of payment, customer, and order data across both systems. iPaaS mapping engines are used to transform data from BridgePay's format to Sage Intacct's schema, resolving discrepancies and ensuring data integrity for accurate financial reporting.

Monitoring FAQs

▸ How can I monitor the performance and health of my BridgePay and Sage Intacct integrations?
A modern iPaaS provides centralized monitoring dashboards, alerting capabilities, and detailed logging for all integration flows. You can track transaction volumes, latency, error rates, and resource utilization in real-time to proactively identify and resolve performance bottlenecks or issues between BridgePay and Sage Intacct.
Next Steps

See Sage Intacct + BridgePay integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo
Implementation Timeline

Go live with Sage Intacct + BridgePay in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Sage Intacct and BridgePay, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Sage Intacct + BridgePay deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Pricing

Simple, transparent pricing for Sage Intacct + BridgePay.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Next Steps

See Sage Intacct + BridgePay integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo