---
title: "Sage Intacct automation with AI agents | lumic"
description: "lumic works with Sage Intacct. An agent prepares bills, cash receipts and close entries in Intacct, and a person approves before anything posts."
canonical: https://get-lumic.com/systems/sage-intacct/
last_updated: 2026-10-12
---

# Sage Intacct automation with AI agents | lumic

> lumic works with Sage Intacct. An agent prepares bills, cash receipts and close entries in Intacct, and a person approves before anything posts.

Source: https://get-lumic.com/systems/sage-intacct/ | Contact: hello@get-lumic.com

Systems Sage Intacct

# AI agents that work in Sage Intacct.

lumic works with Sage Intacct. An agent prepares bills, receipts and entries in Sage Intacct, the same records a clerk would key, and a person approves before anything posts. Dashboards read the same data live. lumic builds it on site and keeps it working.

[Book a call](https://cal.com/lumic/20-minute-call) See the jobs

How it works

## Built around your Sage Intacct, not a template.

Every Sage Intacct account is set up its own way, with its own entities, dimensions, approval steps and month-end habits. lumic’s FDEs start beside the person who does the job today and build the agent around how your system really works.

### Its own login

The agent works in Sage Intacct under its own login, with access to the records its job needs and nothing more.

- Access scoped to the job
- Every action logged

### The final post stays with you

The agent prepares each entry, and a person on your team approves it before anything posts. The final post stays in your hands.

- A person approves each entry
- Nothing posts without you

### Live dashboards on the same data

Sales, margin, receivables and purchasing read live from Sage Intacct, so nobody exports the same report every morning.

- Dashboards only read
- Current the moment you open it

The jobs

## What an agent does with Sage Intacct.

### Vendor bills.

The agent reads each vendor bill from email, matches it to the purchase order, and prepares the bill in Sage Intacct for a person to approve. [AP automation](https://get-lumic.com/services/ap-automation/)

### Cash receipts and collections.

Remittances read and keyed as receipts for approval, and collections emails drafted from live aging for a person to send. [Cash receipts and collections](https://get-lumic.com/services/cash-receipts-and-collections/)

### Live reports.

Sales, margin and receivables read live from Sage Intacct, so nobody exports the same report every morning. [Dashboards and reporting](https://get-lumic.com/services/dashboards-and-reporting/)

Nothing posts without you.

### It touches only its job.

lumic gives each agent access to the screens and records its job needs, and nothing more. Every action it takes is logged.

### The final post stays with you.

The agent prepares each entry. A person on your team checks it and approves it, and the final post stays in your hands.

Every system lumic works with: [Systems](https://get-lumic.com/systems/). How each agent is built: [How lumic works](https://get-lumic.com/how-lumic-works/). Agents and dashboards in production: [Portfolio](https://get-lumic.com/portfolio/).

## Based in St. Louis. Start with a conversation.

[Book a call](https://cal.com/lumic/20-minute-call) or write to lumic [hello@get-lumic.com](mailto:hello@get-lumic.com?subject=lumic%20intro%20call)

Every engagement is led by a senior FDE, on site.

How to start

A 20‑minute call. You walk the team through the work your people do by hand.

A written proposal. What lumic would build, the timeline, and the cost.

An on-site visit. lumic’s FDEs meet your team where the work happens and confirm the plan. St. Louis first; they travel for the right fit.

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