Aptly + Sage Intacct

Overview

Aptly integrates with Sage Intacct, a leading cloud financial management and accounting platform, to embed Delegation of Authority (DoA) governance directly into your finance, procurement, and operational workflows. By synchronizing delegation limits, signatory rights, and policy-driven approval structures from Aptly into Sage Intacct, organizations can enforce corporate governance in real time — eliminating manual oversight, reducing compliance risk, and ensuring that financial actions are taken only by authorized stakeholders.

Key Capabilities

Authority and Approval Synchronization
Aptly pushes delegated authority assignments, approval thresholds, and signatory permissions into Sage Intacct’s transactional workflows. Changes to delegation assignments in Aptly — whether due to organizational, HR, or governance updates — are reflected automatically, ensuring approvals align with current policy.

Automated Financial Workflow Enforcement
Financial, procurement, and transaction approvals in Sage Intacct — such as purchase orders, vendor bills, expense authorizations, and payment runs — validate against Aptly’s delegation data. This ensures that no financial action can be approved outside of established authority limits.

ERP Structure Mapping
Aptly maps governance attributes — such as entities, departments, locations, and cost centers — to Sage Intacct’s dimensional and organizational structures. This alignment ensures that authority controls respect financial hierarchies and reporting boundaries.

Custom Field & Conditional Logic Support
Default mappings support Sage Intacct standard objects and fields, while Aptly’s configuration tooling enables custom mappings for conditional logic — such as entity-specific rules or value-based thresholds — to support complex governance models.

Comprehensive Audit Trail
Every synchronization and approval event between Aptly and Sage Intacct is logged in detail. Compliance, finance, and audit teams can review when authority assignments changed, how approvals were applied, and who executed each action — supporting audit readiness and regulatory reporting.

Value to Organizations

Integrating Sage Intacct with Aptly ensures that financial governance isn’t left to manual processes or disconnected spreadsheets. Approval limits, delegation rules, and signatory controls defined in Aptly are consistently enforced across Sage Intacct financial workflows, improving control, transparency, and operational efficiency.
This integration delivers a centralized, auditable authority framework that strengthens compliance without hindering day-to-day financial operations.

Example Use Cases

• Procurement Control: Automatically enforce purchase order approval limits based on delegated authority from Aptly.
• Invoice and Payment Approvals: Validate bill approvals and payment runs against current delegation rules before execution.
• Expense Authorization: Apply delegation logic to employee or department expense transactions before posting.
• Budget Adherence: Route budget change requests for review and approval based on delegation thresholds.
• Audit Reporting: Produce detailed logs correlating Sage Intacct approvals with Aptly delegation changes for internal or regulatory audits.