The CDI Intacct integration for Laserfiche allows for easy connectivity and interaction between Laserfiche your Intacct accounting software. By utilizing the Laserfiche web client, the CDI Intacct integration lets users quickly and easily access documentation in Laserfiche for any account, vendor, client, contact, POs, receipts, or custom entity/field, directly through the Intacct interface. This full-access interaction gives users the time-saving ability to upload or scan documents through the Intacct interface, as well as export electronic files and briefcases, create files and folders, and edit template data. Your folder structure in Laserfiche will also be automatically generated per account, vendor, client, contact, POs, receipts, or other record type. This will ensure the creation of specific subfolder structures in cases where the folder structure does not already exist in Laserfiche. In addition, the Administration Configuration feature allows for controlled mapping between Laserfiche template fields and Intacct attributes, helping to optimize future searches in Laserfiche.

Features

  • Ability to view, scan, upload, edit, export, and delete documents directly from Intacct.
  • Ability to search and access vendors, clients, POs, and receipts lead documentation from within the Intacct interface.
  • Data auto-sync – updates in Intacct can automatically be applied to Laserfiche.
  • Includes Laserfiche Workflow Activities:
    • Create Record
    • Find Record
    • Retrieve Record
    • Delete Record
    • For Each Record
    • Update Record
  • Allows administrators to map Intacct attributes to Laserfiche template fields for optimized searching.
  • Helps ensure the creation of standardized subfolder structures in Laserfiche for vendors, clients, POs, and receipts.

Resources

Brochure

Specifications

Product Release Date: 6/1/2020
Product Edition: V.1.0.0
Languages Supported:
English
Required Laserfiche Products:

  • Laserfiche Server 9.0 or higher
  • Laserfiche Client 9.0 or higher
  • A Laserfiche Named User License is required.

Pricing

Intacct/Laserfiche Integration with Workflow Activities by CDI: $5,000
Intacct/Laserfiche Integration with Workflow Activities by CDI – Annual Support: $1,000

Publisher

CDI is a document management solutions provider specializing in creative solutions using Laserfiche. Proud to be partnered with Laserfiche since 2002, our trusted CDI built solutions have benefited hundreds of Laserfiche users internationally. The CDI suite of products are designed around expanding the functionality of ECM through smarter integrations.

The products and services listed on this page were not developed by Laserfiche. The content and views expressed on this page do not necessarily represent the opinion or recommendation of Laserfiche about the product or service being presented. Laserfiche disclaims all liability resulting from your purchase or use of any non-Laserfiche software product or service listed on the site.