Check payment before a renewal
See whether a customer has paid before you reach out about a renewal, so you never pitch more while an invoice is overdue.
Go Fig + Sage
Go Fig reads Sage Intacct so you can see whether a customer has paid and what they were invoiced before a renewal call.
Key facts
What you can do with Sage in Go Fig
Sage Intacct holds what each customer was invoiced and what they paid. That rarely makes it into the CRM, and it is exactly what you want to know before a renewal. A solutions engineer connects Sage Intacct with you during setup. Go Fig reads it and never changes anything. Your brief can then show a customer's open invoices and check a closed deal against what was billed.
Match the deal to the invoice
Check a closed deal against what was invoiced, so a billing mismatch gets fixed before the customer notices.
Know the account at onboarding
After a deal closes, confirm the customer record and first invoice are set up before your kickoff call.
What Go Fig reads from Sage
How to connect Sage
Book setup with a solutions engineer
Sage Intacct is connected with a solutions engineer, not self-serve. Schedule a demo and they walk through it with you and your Sage Intacct administrator.
Create a dedicated read-only user
Your administrator creates a dedicated user, not a person's login, with a role that can view (look but never change anything) customers, receivables, and order entry. If you run more than one entity, give it only the entities that hold your customers.
Pick what Go Fig reads
Decide with your solutions engineer which records matter for your accounts, such as invoices, payments, and sales orders.
Check it in Go Fig
Go Fig brings in past records on the first connection, then keeps them current. Look up a customer you know and confirm their invoices and payments match Sage Intacct.
Questions about Go Fig + Sage
What does Sage Intacct add for a sales rep?
It shows whether a customer has paid and what they were invoiced. That is the context you want before a renewal, an upsell, or an onboarding call.
Can Go Fig change anything in Sage Intacct?
No. Go Fig only reads Sage Intacct. Anything Go Fig drafts for you, such as a note about an open invoice, waits for your OK in your Feed.
Which Sage product does this connect to?
Sage Intacct. If your company runs a different Sage product, ask your solutions engineer when you schedule a demo.
Can I set this up myself?
Not yet. A solutions engineer connects Sage Intacct with you during setup. Schedule a demo to get started.
Who on my team can see Sage Intacct data?
Everyone on your team sees only what their role allows.
Ready to connect Sage?
A solutions engineer connects it with you on the call. Then you see Go Fig work on your own data.