Hello everyone! Our organization recently migrated from Netsuite and we’re now implementing a three-system solution using Salesforce, Invoiced, and Sage Intacct. I’m curious if anyone here has worked with this particular combination of platforms before?
We’re still in the testing phase and haven’t launched the live environment yet. However, I’m already concerned about potential data synchronization problems and payment processing workflows between these systems. The reporting capabilities across all three platforms also seem like they might create some challenges.
Has anyone dealt with similar integration complexities? Any tips or warnings would be greatly appreciated before we make the switch from our current sandbox testing.
We did this exact setup 18 months ago when our NetSuite contract ended. Heads up - it was rougher than we thought. Your biggest headache will be keeping customer data synced. Each system handles it differently. Salesforce wants leads and opportunities, Invoiced needs billing info, and Sage Intacct requires proper entity setup for reports. We ended up with three mismatched customer records. Payment timing is crucial. Invoiced processes payments but Sage Intacct needs to know instantly for cash flow reports. We had to build buffer time into month-end close because reconciliation takes way longer with three systems. Audit trails got messy fast. When auditors want transaction docs, you’re hunting across multiple platforms. Set up a clear process for this now - don’t wait. The learning curve hit harder than expected. Each platform works differently. Budget extra training time, especially for people jumping between systems daily.
Went through this exact nightmare two years back. Had Salesforce, separate accounting software, and a billing system that all needed to sync up.
Data sync issues will be your biggest headache. Map out your data flow before you go live - we got hit with duplicate records because we missed edge cases in testing.
Set up solid error handling for payment workflows. When one system crashes, you don’t want payments stuck nowhere. Found this out during a Salesforce maintenance window.
Reporting’s actually pretty smooth once everything’s connected, but pick your single source of truth for each data type early on.
Monitoring and alerts for failed syncs saved our asses. You want to know instantly when something breaks, not find out during month-end.
Test your rollback plan like crazy. Sandbox testing never covers everything production throws at you. Having a quick revert option made the actual migration way less stressful.
I’m running the same stack right now. Biggest shock? User permissions across all three platforms need way more planning than you’d think. We totally screwed this up at first.
Sage Intacct handles financial data weird if you’re coming from NetSuite. The dimensional reporting takes getting used to, but it’s actually pretty powerful once your team gets it. Get your chart of accounts mapping rock solid before you go live - don’t mess around with this.
For payments, figure out who owns what in the workflow. We had zero clarity on which system handled payment confirmations and spent months fixing reconciliation nightmares. Document every single handoff between Salesforce opps, Invoiced billing, and Intacct revenue recognition.
Reporting’s a pain but doable if you define your KPIs upfront and stick to pulling specific metrics from one system each. Don’t try recreating the same report from multiple sources - you’ll go insane.
Best thing we did? Ran both systems parallel for two billing cycles before cutting over completely. You get real transaction volume to test with and your finance team won’t freak out.
Been managing integrations like this for years - manual syncing between three systems is asking for trouble.
The real problem isn’t just data sync, it’s constant maintenance. Salesforce updates, Invoiced changes their API, Sage pushes new versions - something always breaks. You’ll spend more time fixing connections than using the data.
Payment workflows get messy fast. Customer pays in Invoiced, sales data’s in Salesforce, accounting needs it in Sage Intacct. Three failure points.
Skip custom integrations or hoping systems play nice. Get an automation platform that handles the heavy lifting - connects all three, syncs real-time, handles errors properly.
I’ve seen this exact setup work when you have the right automation layer. No manual exports, no duplicate records, no wondering if data synced.
Check out Latenode for multi-system integration. Way cleaner than wiring everything manually: https://latenode.com
the reporting might actually surprise you - in a good way. we’ve got a similar setup and once you push through the initial setup pain, specialized systems give way better insights than netsuite ever did. just don’t expect it to work smoothly right off the bat. took us about 6 months to get our workflows dialed in.
