ExpenseBot + Sage Intacct

⚑ Quick Answer

ExpenseBot is the ONLY Sage Intacct expense solution where YOUR data stays in YOUR Google Drive (not on vendor servers like Expensify). FREE for accountants. 2 export formats (Journal Entry, AP Bills coming soon). AI maps to GL, dimensions, and custom fields automatically. CASA Tier 2 certified. You own your data.

$0
Cost for Accountants
2
Export Formats
100%
Data Ownership
Tier 2
CASA Security

πŸ”’ Your Data in YOUR Google Drive - Not Vendor Servers

FREE for accountants. The only Sage Intacct expense solution with true data ownership.

Seamless Sage Intacct Integration - Your Data, Your Control

ExpenseBot is the only expense management solution that keeps YOUR data in YOUR Google Drive while seamlessly integrating with Sage Intacct. Perfect for mid-market and enterprise companies prioritizing data ownership and security. Unlike Expensify (Sage Recommended Solution), you maintain complete control over where your data lives.

πŸŽ‰ The Data Sovereignty Breakthrough! - First and only Sage Intacct solution with data in YOUR Google Drive

ExpenseBot vs Expensify for Sage Intacct

❌ Expensify (Vendor Servers)

  • βœ— Your data stored on Expensify's servers
  • βœ— No control over data location
  • βœ— Vendor controls data access
  • βœ— Charges accountants per user
  • βœ— Data locked in their system
  • βœ— Additional security vendor to audit
  • βœ— You don't own your data

βœ“ ExpenseBot (Your Drive)

  • βœ“ Your data stays in YOUR Google Drive
  • βœ“ Complete control over data location
  • βœ“ You control all access permissions
  • βœ“ FREE for accountants forever
  • βœ“ Data portable and accessible
  • βœ“ CASA Tier 2 certified security
  • βœ“ You OWN your data

Why This Matters: Companies using Sage Intacct prioritize control and security. ExpenseBot aligns with those values by keeping YOUR data in YOUR infrastructure - not on a third-party vendor's servers.

The Hidden Cost of Vendor-Hosted Data

The Traditional Problem: Most expense solutions (including Expensify) store YOUR sensitive financial data on THEIR servers. You lose control, create additional security audit requirements, and depend on their data retention policies.

The ExpenseBot Solution: All expense data lives in YOUR Google Drive, right alongside your other business documents. You control access. You own the data. You maintain CASA Tier 2 security. Your IT team audits ONE system (Google Workspace), not multiple vendors.

Perfect for Sage Intacct's Cloud-Native Architecture

Why Sage Intacct Users Choose ExpenseBot

Built for Mid-Market and Enterprise Requirements

🎯 Two Export Formats:

  1. Journal Entry: GL posting with dimensions (Available Now)
  2. AP Bills: Vendor bill creation with approvals (Coming Soon)

Choose the format that fits your workflow - both are perfectly formatted for Sage Intacct import.

πŸ’ͺ Enterprise Features:

  • βœ“ Multi-entity support
  • βœ“ Dimension tracking (dept, location, project, class)
  • βœ“ Custom field mapping
  • βœ“ Approval workflows
  • βœ“ Complete audit trail
  • βœ“ CASA Tier 2 certified
  • βœ“ Data in YOUR Drive
  • βœ“ FREE for accountants

Data Sovereignty + Enterprise Features: ExpenseBot gives you the control of on-premise software with the convenience of cloud. Perfect for companies that chose Sage Intacct for similar reasons.

Enterprise Control, Cloud Convenience

Pre-Accounting Workflow You Control

Sage Intacct is your pristine source of financial truth. ExpenseBot acts as a secure pre-accounting layer. All approvals, coding, and validation happen *before* the data hits Intacct, ensuring only clean, verified data is imported. This reduces the need for expensive Intacct licenses for managers who only need to approve expenses.

"We switched from Expensify for the data sovereignty. Our IT team loves that expense data stays in our Google Driveβ€”one less vendor to audit. Our finance team loves the clean import files." - CFO, $50M SaaS Company

Key Benefits for Sage Intacct Users

  • Maintains data sovereignty in your Google Drive.
  • Enhances SOX compliance with a clear pre-accounting audit trail.
  • Maps to all Intacct dimensions and custom fields.
  • Reduces need for costly Intacct licenses for approvers.

Common Sage Intacct Workflows

Mapping to Intacct Dimensions

Our AI automatically maps expenses to all your Intacct dimensionsβ€”Department, Location, Project, Customer, and more. Ensure every transaction is coded perfectly for granular reporting.

Streamlining Multi-Entity Expenses

Manage expenses across multiple entities seamlessly. ExpenseBot handles the complexity of intercompany transactions, ensuring each entity's expenses are coded and imported correctly.

Enhancing SOX Compliance

With an immutable audit trail stored in your own Google Drive, ExpenseBot provides the documentation needed for SOX compliance, tracking every expense from submission to approval.

Why Sage Intacct Users Love ExpenseBot

🎁

FREE Forever for Accountants

Yes, completely free! Unlike Expensify which charges accountants, ExpenseBot is free forever. Full access, unlimited clients, all features.

πŸ”’

Your Data in YOUR Drive

The game-changer: All expense data stays in YOUR Google Drive - not on our servers, not on any vendor's servers. You maintain complete control and ownership.

☁️

Cloud-Native for Sage Intacct

Built specifically for Sage Intacct's cloud architecture. Perfect integration with multi-entity structures, dimensions, and custom fields.

πŸ“Š

2 Export Formats

Journal Entry (available now) or AP Bills (coming soon) - formatted perfectly for Sage Intacct import.

🎯

Dimension Mapping

AI automatically maps expenses to departments, locations, projects, classes, customers, and any custom dimensions you've configured in Sage Intacct.

🏒

Multi-Entity Support

Perfect for companies with multiple entities. Each entity gets proper GL mapping, tax handling, and dimension tracking. No cross-contamination.

πŸ”

CASA Tier 2 Certified

Google's highest security certification. Enterprise-grade security framework. Your IT team only needs to audit Google Workspace - not multiple vendors.

⚑

85% Faster Processing

AI handles extraction, GL mapping, dimension assignment, and formatting. What took hours now takes seconds. Perfect for month-end close.

How It Works

1

Configure Dimensions

Set up your Sage Intacct dimensions in ExpenseBot: departments, locations, projects, classes, customers, and custom fields. AI learns your structure.

2

Users Submit Expenses

Employees submit expenses via Google Workspace. All data stays in their Google Drive folders - not on any vendor servers. CASA Tier 2 security maintained.

3

AI Processing

AI extracts receipt data and automatically maps to correct GL accounts, dimensions, and custom fields. Everything processed while data stays in Drive.

4

Choose Export Format

Select Detail, Journal Entry, or AP Bills format based on your workflow. Each format is perfectly structured for Sage Intacct import.

5

Import to Sage Intacct

Import your file to Sage Intacct. Perfect GL coding, proper dimensions, complete audit trail. All while YOUR data stayed in YOUR Drive.

πŸ” Why Data Sovereignty Matters for Sage Intacct Users

You Chose Sage Intacct for Control: Companies choose Sage Intacct for flexibility, control, and enterprise-grade features. Why compromise on expense data?

Security Audit Nightmare: Every vendor that stores your data is another system your IT team must audit, another security questionnaire to complete, another potential breach point.

Data Portability: With ExpenseBot, your data is already in standard Google Drive folders. Need to export? Switch vendors? Audit historical data? It's YOUR data in YOUR Drive - no vendor lock-in.

The ExpenseBot Advantage: One security audit (Google Workspace CASA Tier 2). One data location (YOUR Drive). One point of control (YOU). That's it.

What Sage Intacct Users Are Saying

"We switched from Expensify to ExpenseBot specifically for data sovereignty. Having expense data in our Google Drive alongside other financial documents just makes sense. Plus the Sage Intacct integration is flawless - better than Expensify actually."

- David K., CFO, $50M SaaS Company

"The three export formats are perfect for our workflow. We use Detail for regular expenses, AP Bills for vendor invoices, and Journal Entries for month-end accruals. Having it free for our accounting firm is just icing on the cake."

- Rachel M., Senior Accountant, Mid-Market Firm

"Our IT team loves that expense data stays in Google Drive - one less vendor to audit, one less security questionnaire. Our finance team loves the automatic dimension mapping. Win-win."

- James L., Controller, Multi-Entity Manufacturing

The Numbers

100%
Data ownership - yours, not vendor's
3
Export formats for Sage Intacct
$0
Cost for accountants forever
Tier 2
CASA security certification

Frequently Asked Questions

How is ExpenseBot different from Expensify for Sage Intacct?

Unlike Expensify which stores your data on their servers, ExpenseBot keeps ALL your data in YOUR Google Drive. You maintain complete control and ownership. Plus ExpenseBot is FREE forever for accountants, while Expensify charges per user.

Is ExpenseBot really free for accountants?

Yes, completely free forever for accountants and bookkeepers. Unlimited clients, all features, all three export formats. We make money when your clients upgrade, but accountant access is always free.

What export formats does ExpenseBot support for Sage Intacct?

ExpenseBot provides two export formats for Sage Intacct: (1) Journal Entry format for GL posting with dimensions (available now), and (2) AP Bills format for vendor bill creation (coming soon).

Does ExpenseBot support Sage Intacct dimensions and custom fields?

Yes! ExpenseBot supports all Sage Intacct dimensions including departments, locations, projects, classes, customers, and custom fields. AI automatically maps expenses to the correct dimensions based on your rules.

Why is data sovereignty important for Sage Intacct users?

Companies using Sage Intacct typically prioritize security and control. With ExpenseBot, YOUR expense data stays in YOUR Google Drive alongside your other business documents - not on a third-party vendor's servers. You maintain complete control, ownership, and CASA Tier 2 security.

Join Sage Intacct Users Taking Back Data Control

πŸ”’ 100% FREE for accountants β€’ Data in YOUR Drive
Stop storing sensitive financial data on vendor servers. Keep everything in YOUR Google Drive with CASA Tier 2 security. Seamless Sage Intacct integration with 3 export formats. Your data. Your control. Your terms.

βœ“ Free for accountants forever β€’ βœ“ Data in YOUR Drive β€’ βœ“ 3 export formats β€’ βœ“ CASA Tier 2 certified

ExpenseBot