Connects to what you already run
Native ERP connections, direct card feeds, and a data model that speaks your chart of accounts.
Sage Intacct Sync
Full dimension sync with Sage Intacct via OAuth 2.0. All 10 dimensions stay in sync automatically.
- All 10 Sage Intacct dimensions supported
- Real-time sync keeps values up to date
- Secure OAuth 2.0 authentication
Plaid Banking
Securely connect corporate cards and bank accounts from thousands of financial institutions via Plaid OAuth.
- Secure OAuth-based bank connections
- Thousands of supported financial institutions
- Real-time balance and transaction data
Corporate CDF Feed
A direct Mastercard commercial data feed. Line-item detail, merchant category codes, and enhanced data that a bank aggregation feed cannot carry.
- Mastercard CDF 3.0 commercial data format
- Line-item and addenda detail on every transaction
- Daily automated delivery over secure SFTP
- Works with any issuing bank that publishes a CDF feed
Flexible Export
Export coded transactions in multiple formats — Sage-compatible CSV, direct API push, or custom templates.
- Sage Intacct CSV format for Cash Management
- Direct API push to Sage Intacct
- Custom export templates for other workflows
10 dimensions
Full Sage Intacct support
Real-time
Bidirectional sync
One-click export
Push to Sage instantly
One platform for every part of finance
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Frequently asked questions
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