OCTA Flow + Sage Intacct: Run Your Firm's Work on Sage Intacct Data
The short answer: OCTA Flow runs the multi-entity accounting work that lives in Sage Intacct — consolidation-stage close, intercompany reconciliation, and financial statements — as AI-driven engagements. Today Flow works from your Sage Intacct exports (Excel, CSV, PDF) rather than a live connection, so it fits high-complexity firms without touching production data directly. Every step is logged, and a partner signs off.
What you can automate from Sage Intacct data
Sage Intacct firms carry the most consolidation-heavy work, and that's exactly where AI execution pays off:
- Multi-entity close — Flow runs the close checklist across entities from your exported trial balances, logging each step.
- Intercompany reconciliation — Flow ties out intercompany balances between entities and flags mismatches by severity before consolidation.
- Financial statement preparation — Flow assembles consolidated statements from the entity-level data you export.
How it works with Sage Intacct today
Sage Intacct is not currently a native live connector — Flow works from the reports and files you export from Intacct. In Settings → Integrations, you set up the engagement and drop in the exported trial balances, GL detail, and intercompany schedules (Excel, CSV, or PDF); Flow reads them, runs the task, and produces the workpaper. Many multi-entity firms prefer this: nothing runs against production Intacct data, and the export they already pull for the close is all Flow needs.
Write-back is deliberate — and, because there is no live connection, entirely manual. Flow proposes adjusting journal entries and consolidation eliminations; you post them in Sage Intacct yourself. Nothing reaches the ledger without a human decision.
For a recurring multi-entity client, you set the Skill up once — which entities roll up where, how intercompany accounts pair, what the consolidated pack should look like — and every subsequent period runs to that same definition. The export you drop in changes month to month; the procedure Flow applies to it does not, which is what keeps a complex consolidation consistent across periods and across reviewers.
Control and audit trail
Every engagement runs Collect → Build → Run → Review → Sign off. Flow logs each action, and Quality Gates check the output before your review queue. Findings are ranked Critical / High / Medium / Low, and sign-off is blocked while a Critical finding is open. When you approve, the engagement locks with a record of who approved what and when — the audit trail multi-entity reviewers expect.
Why firms on Sage Intacct choose Flow
Intacct is strong at multi-entity structure; the manual labor is in the consolidation-stage reconciliation and statement assembly across entities. Flow runs that work end to end from your exports and hands back a review-ready pack. It's an AI workspace that already knows your firm's procedures through reusable Skills and applies them at a consistent standard across every entity — the execution layer on top of your existing stack. In independent scenario testing across 200+ accounting tasks, Flow scored 83%, 2.5× the nearest AI tool.
Frequently Asked Questions
Does Flow connect live to Sage Intacct? Not today. Flow works from your Sage Intacct exports (Excel, CSV, PDF). The workflow, output, and audit trail are the same — the difference is you supply the export rather than authorizing a live feed.
Is my Sage Intacct data secure? Yes. Because Flow works from exports, nothing runs against your production Intacct environment. Files are handled within the engagement with a full audit trail, and OCTA serves 900+ firms.
Does Flow post entries or eliminations to Sage Intacct? No. Flow proposes adjusting entries and intercompany eliminations; you review and post them in Sage Intacct. Nothing posts automatically.
Can Flow handle multiple entities in one engagement? Yes. Provide the entity-level exports and Flow runs the close or reconciliation across them, consolidating into a single review-ready workpaper.
Run your next multi-entity close on your own Sage Intacct data — free for 30 days. → Start your trial