Ask questions about your Sage Intacct data
Connect Sage Intacct to Filament and turn complex dashboards, analytics, and business intelligence into a simple conversation. No spreadsheets. No setup. Just instant answers.
Sage Intacct provides real-time financial dashboards, but understanding how project costs relate to revenue performance, or which departments drive the most profitable customer relationships, requires connecting accounting data to your CRM and project management tools. Filament links Sage Intacct to your other business systems and answers questions about profitability, cash flow patterns, and operational efficiency in plain English.
Track Sage Intacct KPIs with Filament Analytics
Connect your Sage Intacct account to Filament and instantly track your most important KPIs. All in plain English dashboards that update automatically.
View documentationKey Sage Intacct metrics you can track in Filament:
Combine Sage Intacct with other data sources
Your business runs on more than one app, and your analytics should too. With Filament, Sage Intacct lives side-by-side with sales, finance, and customer tools. Bring it all together in one intelligent workspace and finally see the full picture.
Your Sage Intacct data gets even more powerful when combined with other tools:
Sage Intacct + Salesforce
Connect Sage Intacct invoices and payment data with Salesforce opportunities to see which sales activities generate the fastest payments and highest-value customers.
Sage Intacct + HubSpot
Connect Sage Intacct customer payment history with HubSpot deal data to track which marketing sources drive customers with the best payment terms and lowest receivables aging.
Sage Intacct + Asana
Connect Sage Intacct project costs with Asana task data to analyze which project types run over budget and where resource allocation affects profitability.
Benefits of Filament's Sage Intacct Integration
Ask in plain English
Start with a question like 'How did MRR trend last year?' and you'll get an instant dashboard from across your apps. No configuration, no code.
No setup
Filament is like Looker Studio or PowerBI, but it will set itself up. It understands your data, and automatically connects the dots.
Gets smarter over time
Filament remembers your context and preferences, so you spend less time explaining and answers that align with your goals.
How it works
Step 1: Connect your Sage Intacct account
Connect your Sage Intacct account to Filament and get instant access to your data. No technical setup required.
Step 2: Ask questions about your Sage Intacct data
Start asking questions like "Which campaigns drive the most qualified leads?"
Step 3: Build Sage Intacct dashboards in minutes
Get tailored insights instantly and share them with your team.
Better business decisions with AI Analytics
How to get more from your data
Most teams only scratch the surface of what's possible with their data. Reports get buried in dashboards, exports pile up in spreadsheets, and critical insights never reach decision-makers. Filament changes that.
With Filament, your data is analyzed by an AI data analyst that understands plain English. Instead of struggling with complex BI tools or waiting for reports, you can instantly ask questions about revenue, marketing performance, customer engagement, or retention, and get clear answers in seconds.
Because Filament connects data across marketing, product, CRM, and finance systems, it helps you answer the bigger questions that traditional dashboards can't:
- Which campaigns and channels actually drive revenue growth?
- How does user engagement translate into pipeline or sales performance?
- Where are we losing efficiency between acquisition, retention, and finance?
By combining AI-powered reporting, conversational dashboards, and cross-platform integration, Filament helps you move beyond surface-level metrics and uncover the insights that drive smarter, faster business decisions.
Enterprise-grade security
Complete data isolation, data encryption at rest and in-transit, and secure, accredited cloud providers keep your organisation's data protected. We never use your data for AI training or share it with third parties.
Learn more about securitySage Intacct integration FAQ
Everything you need to know about connecting Sage Intacct with Filament and getting the most out of your data.