Press Release

Docassist Enhances Intacct Integration to Offer Huge Productivity Gains

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Miramar, FL – June 4, 2013 – Launching Version 7.2 of Docassist for Intacct brings to market the deepest financial system and document management integration available today. After releasing Version 7.0 last year, Docassist utilized feedback from Intacct customers, such as Direct Holdings Americas Inc., to develop features that deepen integration and dramatically improve productivity.

Docassist for Intacct combines the power of Intacct cloud financial applications with cloud document management and workflow automation from Docassist. Enabling these two best-in-class systems to be used together as if they are one extends the power of both so that an entire finance department can run exclusively in the cloud. By integrating these systems, companies can eliminate piles of paper, lost documents, manual processes, and lack of audit trails.

Utilizing Docassist for Intacct, users have the ability to combine document management with their accounting process. Intacct general ledger and vendor data can now be entered directly from Docassist via synched drop-down lists. The user can then post the transaction to Intacct either manually or by simply pressing a button as part of Docassist’s Advanced Workflow.

This release also brings other new features that improve productivity:

  • The capability to copy and clone document attributes to eliminate redundant data entry
  • The ability to work with multiple general ledger entities.

“With the growth of companies using cloud financial applications, we saw a tremendous opportunity to create a very powerful integration with Intacct. This is much more than just pushing and pulling data between systems,” said Docassist’s CTO, Blake Burdeen. “Our solution improves the way accounting professionals work, allowing them to seamlessly move between document management and accounting systems.”

“Docassist has done a great job of leveraging the powerful capabilities of the Intacct platform and APIs to build a tight integration between our two systems,” said Aaron Harris, CTO and VP of Engineering at Intacct. “From the very beginning we’ve designed Intacct to easily connect with complementary applications like Docassist that extend the value of Intacct for our customers. This integration will enable companies using both Intacct and Docassist to streamline processes and be even more productive.”

This integration makes it simple for users to link documentation to transactions, search and find information they need instantly, complete processes faster, and track documents through routing and approval. The end result is a finance department that is significantly more efficient and productive.

Visit the Intacct Marketplace and to learn more about Docassist for Intacct.

About Docassist

Docassist makes cloud document management and workflow automation simple. Providing enterprise-level document management capabilities to companies of all sizes, Docassist customers can  easily  automate paper-intensive processes, work seamlessly from virtually any device, and integrate information across any application including ERP, CRM, and HRM systems. Its advanced security keeps information safe and its user management features ensure ease of use. Founded in 2002 and headquartered in Miramar, FL, Docassist is committed to providing services that enhance the productivity and transactional efficiency of its customers. For more information, please visit or call 877-399-1100.

About Sage Intacct

Sage Intacct is the innovation and customer satisfaction leader in cloud Financial Management. With the powerful combination of Sage and Intacct, the Sage Business Cloud offers the best capabilities of both companies. Bringing cloud computing to finance and accounting, Sage Intacct’s innovative and award-winning applications are the preferred financial applications for AICPA business solutions. In use by organizations from startups to public companies, Sage Intacct is designed to improve company performance and make finance more productive. Hundreds of leading CPA firms and Value Added Resellers also offer Intacct to their clients. The Sage Intacct system includes accounting, cash management, purchasing, vendor management, financial consolidation, revenue recognition, subscription billing, contract management, project accounting, fund accounting, inventory management, and financial reporting applications, all delivered through the cloud.

Sage Intacct is based in San Jose, California and an entity of Sage, the market and technology leader for integrated accounting, payroll and payment systems, supporting the ambition of entrepreneurs and business builders and a FTSE 100 business. For more information on Sage Intacct, please visit or call 877-437-7765. Connect with Sage Intacct on LinkedIn, Facebook, Twitter, Instagram, and YouTube.

Media contacts

Peter Olson

Phone: 408-878-0951
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Brittany Benson

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Email: bbenson [@]
Twitter: @brittanybbenson


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