AI agents for Sage Intacct

Query records

Runs Intacct's query service on any object, like accounts-receivable/customer, accounts-payable/bill, general-ledger/journal-entry or projects/project.

Describe an object

Reads the model of an Intacct object or service, like accounts-receivable/invoice: its fields, their types and the related objects (what "Query records" can ask for and filter on).

Find customers

Finds customers by part of the name, status, or more query filters.

Find vendors

Finds vendors by part of the name, status, or more query filters.

Find AR invoices

Finds accounts-receivable invoices, newest first, by customer ID, state (draft, posted, partiallyPaid, paid …), a due-date range, open balances only, or more query filters.

Find AP bills

Finds accounts-payable bills, newest first, by vendor ID, state (draft, submitted, posted, partiallyPaid, paid …), a due-date range, open balances only, or more query filters.

List GL accounts

Lists the general ledger chart of accounts, active ones unless asked, optionally by part of the name.

Get a record

Reads one record in full by its application, object and key (the system key a query returns), like accounts-receivable / invoice / 2085, accounts-payable / vendor / 43 or projects / project / 12.

Add a customer

Adds a customer with a name, and optionally an ID (Intacct numbers it if the company auto-numbers customers), tax ID, credit limit, status and a default contact with company name, email.

Add a vendor

Adds a vendor with an ID and name, and optionally a tax ID, credit limit, payment priority, status and a default contact with company name, email, phone and mailing address.

Create an AR invoice

Creates an accounts-receivable invoice for a customer ID with an invoice date, due date and lines, each an amount booked to a GL account ID.

Enter an AP bill

Enters an accounts-payable bill from a vendor ID with a bill date, due date, transaction currency and lines, each an amount booked to a GL account ID at a location ID.