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Workbench + Sage Intacct integration

Keep projects moving. Give finance numbers it can trust.

Built for civil and trade contractors. Let operations run jobs in the detail they need while finance gets accurate, controlled records in Sage Intacct, without duplicate entry or uncertainty about what reaches the ledger.

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Workbench and Sage Intacct integration

Over 400 businesses across Australia and New Zealand have chosen Workbench.

  • Freyssinet
  • Lucas Total Contract Solutions
  • McConnell Dowell
  • North East Civil Construction
  • Brockman Engineering
  • Tankweld Engineering

Protect financial accuracy without slowing the work down.

Give finance confidence in what is posted, while operations gets the visibility it needs to keep projects moving.

Post with confidence, on your terms.

Review and control what reaches the ledger, so finance can protect accuracy and avoid unexpected changes.

Know what has been paid without the chasing.

When payments are recorded, the relevant team can see them against the invoice, reducing interruptions and improving cash visibility.

Set up suppliers once, in Sage Intacct.

Suppliers finance approves in Sage Intacct appear in Workbench within ten minutes during business hours, along with your customers. Your team orders from the same list finance pays from.

See exactly what reaches your ledger

Finance gets the information it needs for accurate reporting, while project teams keep the operational detail they rely on to run work. See how responsibilities are shared before you commit.

Information shared Direction Why it matters
Supplier invoices and credits Workbench → Sage Intacct Finance receives consistent records for accurate reporting and control.
Customer invoices and credits Workbench → Sage Intacct Revenue and receivables stay aligned with project activity.
Journals Workbench → Sage Intacct Financial results are recorded where finance expects them.
Supplier invoice files Workbench → Sage Intacct Supporting documents stay connected to the relevant transaction.
Approved suppliers and customers Sage Intacct → Workbench Teams work from current, trusted business information.
Matched payments & receipts Sage Intacct → Workbench Operations can see what has been paid without chasing finance.
Projects, jobs and cost types Stays in Workbench Delivery teams keep the detail they need to manage work effectively.

Give every team the information it needs to do its job.

Project teams can manage the detail that keeps work moving, while finance receives a clean, consistent view for reporting and control. Everyone works with the information that supports their role, without duplicating effort.

Get connected without carrying the implementation alone.

  1. Request a demo

    See Workbench in action and talk through how your ledger is set up.

  2. Set up your access

    Complete the necessary setup once, so the connection can be configured smoothly and securely.

  3. We configure the connection

    Our consultants configure Workbench for your Sage Intacct company, so you're never left to work it out alone.

  4. Go live

    Exports run when you choose and imports run on a schedule, with every one logged so you can always see what happened.

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Questions about Workbench and Sage Intacct

Does Workbench replace Sage Intacct?

No. Sage Intacct stays your financial system. Workbench runs your jobs and posts the result to it.

Do we need Sage Intacct for Construction?

No. Sage Intacct for Construction is not required.

Can it post to one entity?

Yes. You choose whether Workbench posts at the top level or to one entity in Sage Intacct. Each financial company in Workbench is set up on its own.

Does it handle currency and GST?

Yes. Multi-currency and GST are supported, and each exported invoice carries its currency, exchange rate and tax.

Do payments come back?

Yes, against an invoice Workbench already holds. Supplier payments and customer receipts match to it.

What stays in Workbench?

Projects, tasks, cost types and other dimensions are not sent to Sage Intacct. Only the supplier and customer dimensions are mapped.

Workbench also connects to Xero and MYOB. See all integrations

New to Workbench?

See Workbench run on a sample job, built from over 30 years of working with civil and trade contractors.

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Already using Workbench?

Ready to turn on the Sage Intacct connection? Talk to our support team and we'll get you started.

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