Connect Sage Intacct to Milemarker

Sage Intacct handles AI-powered accounting, multi-entity accounting, automation of AP processes and real-time visibility for wealth-management firms and financial teams. Milemarker connects to it and brings payments, invoices, gl entries and multi-entity reports into a data environment your firm owns and governs — not a copy that lives inside someone else's platform.

Overview.

Sage Intacct handles AI-powered accounting, multi-entity accounting, automation of AP processes and real-time visibility for wealth-management firms and financial teams. Like every system in your stack it holds a slice of the firm — financial data, reports, invoices and journal entries — under its own export limits, retention rules and terms governing what you may do with your own information. Milemarker starts with that question rather than with a pipeline. We help you establish what your Sage Intacct agreement permits you to extract, store and reuse, then land payments, invoices, gl entries and multi-entity reports over a secure API connection into a Snowflake environment your firm owns and administers, normalized into a model that stays stable even when the systems around it change. From there Sage Intacct data is no longer a silo. It joins the book it bills and your custodial data under one set of rules — row-level entitlements, PII masking and SOC 2 Type II controls you set, rather than the scope any one vendor happens to offer.

How it works.

We start by reviewing what Sage Intacct holds for your firm and what your agreements permit you to export, retain and reuse. Data then moves over a secure API connection — payments, invoices, gl entries and multi-entity reports — and is normalized into a model your firm owns inside its own Snowflake environment. Access is governed there: row-level entitlements, PII masking and audit trails applied per user and per field. From that point Sage Intacct data can be combined with any other source you hold the rights to use.