Upload vendor bills and the AI returns every header field and every line item as clean columns, including the merged supplier statements and older PDFs Sage Intacct AP Automation will not accept. Download an Intacct-ready CSV and stop keying bills line by line.
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Sage Intacct AP Automation reads an uploaded or emailed bill with Sage AI and drafts a bill for approval. On a clean, current PDF it works well. Sage documents the boundaries, and those boundaries are exactly where AP teams still lose afternoons.
Sage states that for each file you upload, Intacct creates a single draft bill. A supplier statement holding six invoices has to be split into six separate files, by hand, before anything can be uploaded.
Documents must be unencrypted, and PDF version 1.4 or earlier is not supported. Neither are PDFs containing JavaScript or embedded files. Plenty of vendor portals still emit exactly these.
AP Automation will not create a new vendor when it does not recognize one. A first-time supplier stalls the draft until someone sets the vendor record up manually.
Sage notes that shipping and freight charges are not predicted when they appear as subtotal items, credit card statements cannot be processed, and allocations are not created automatically.
InvoiceExtractor sits in front of Intacct as a pure data-capture layer. It reads the bills AP Automation refuses and returns import-ready structured data.
Upload a supplier statement or a merged scan holding many invoices. The AI separates each bill and returns them as distinct rows, with no manual splitting and no unique-filename rules to satisfy.
Capture description, quantity, unit price, and amount for every line, plus vendor, bill number, dates, freight, tax, and totals, ready for GL and dimension coding inside Intacct.
Old PDFs, encrypted files, faint scans, phone photos, and vendor layouts nobody has seen before all read the same way. No template to build, no per-supplier rule to maintain.
Export a clean CSV with consistent headers, shaped for the Sage Intacct import templates under Company, Setup, Import Data.
Batch a month of bills in minutes rather than renaming and splitting files one at a time.
Drag in single invoices, long multi-page PDFs, merged supplier statements, scans, and photos together in one batch.
Tip: No need to split multi-invoice files, rename them, or convert images first.
Every bill is read for vendor, bill number, dates, each line item, freight, tax, and total, and low-confidence fields are flagged for a quick review.
Download an Intacct-ready CSV and load it through Company, Setup, Import Data, mapping columns once and reusing the template every month.
Finance teams running real invoice volume through Sage Intacct.
Clear the bills AP Automation will not take, including merged statements, older PDFs, and freight-heavy invoices, without splitting files by hand.
Get complete line-level spend into Intacct so dimension coding, accruals, and month-end close rest on accurate data rather than typed summaries.
Two of Intacct's strongest verticals run heavy grant and vendor coding. Clean line data makes location, department, and project dimensions reliable.
Pull structured bill data through an API and load it into Intacct on your own schedule, no interface required.
Sage Intacct AP automation means capturing, coding, approving, and paying vendor bills inside Intacct without manual data entry. Sage ships part of this as AP Automation, which reads an uploaded or emailed bill with Sage AI and creates a pre-populated draft bill. Sage documents firm limits: one file becomes one draft bill, files must be unencrypted and under 20 MB and fewer than 200 pages, and PDF version 1.4 or earlier is not supported. An AI extraction layer in front of Intacct handles the bills those limits exclude. Last updated July 2026.
AP Automation accepts XML in the EN16931 format, plus PDF, JPG, JPEG, TIFF, HEIC, and PNG files. Sage AI identifies the vendor, amounts, dates, and line items, predicts GL account coding along with location, department, and project dimensions, matches to purchase orders, and flags likely duplicates. On a clean, current, single-invoice file that removes most of the typing.
The documented constraints are what matter once real volume arrives. For each file you upload, Intacct creates a single draft bill, so merged supplier statements must be split first. Documents have to be unencrypted, under 20 MB, and fewer than 200 pages, and non-standard PDFs carrying JavaScript or embedded files are excluded along with PDF version 1.4 or earlier. When you forward bills by email, the message can carry at most 200 attachments totalling under 40 MB, and every filename in the batch must be unique. AP Automation also will not create a vendor it does not recognize, cannot process credit card statements, does not create allocations automatically, and does not predict shipping or freight charges when they arrive as subtotal items. Our explainer on invoice coding covers the GL step, and importing invoices into Sage walks through the file route.
InvoiceExtractor is the capture layer, not an AP suite. It does not run Intacct approval routing, execute payments, or replace Sage AI's duplicate flagging. It reads any vendor bill regardless of PDF version or encryption, splits multi-invoice files, captures the complete line-item table including freight lines, and exports a CSV shaped for Intacct import. Teams that also need approvals and payment on top pair it with Intacct's own workflows or with accounts payable automation covering approval and payment. For the wider category, read our accounts payable automation software page, and for the underlying technology, invoice data capture software explains how templateless AI reading works. Teams on other systems can compare QuickBooks AP automation and NetSuite AP automation, which run into different native limits.
Once bills are extracted you hold a CSV with one row per line item and identical headers across every vendor. Load it through Company, Setup, Import Data, picking the AP bill template and saving the field mapping so subsequent months are a two-click job. Vendors and GL accounts must already exist in Intacct for the rows to match, which is the single most common reason a first import fails, and it is the same restriction AP Automation runs into with unrecognized vendors. Bills arriving as email attachments can be captured from the inbox with an email parser that pulls attachment data into structured files. For teams matching bills to orders, purchase order data extraction captures the PO side and feeds three-way matching, while developers can automate the whole path with the invoice data extraction API. If you are mapping the full buying cycle rather than just AP, the procure to pay process shows where bill capture sits.
Sage Intacct AP Automation is a native feature that reads an uploaded or emailed vendor bill with Sage AI and creates a pre-populated draft bill for approval. It identifies the vendor, amounts, dates, and line items, predicts GL and dimension coding, matches purchase orders, and flags duplicate invoices.
You upload a bill or forward it to an Intacct email address. Sage AI extracts the details and drafts a bill for review and approval. For each file you upload, Intacct creates a single draft bill. Approval routing and payment run as separate Intacct functions after the draft is confirmed.
Sage documents support for XML in the EN16931 format, plus PDF, JPG, JPEG, TIFF, HEIC, and PNG. Files must be unencrypted, under 20 MB, and fewer than 200 pages. Non-standard PDFs containing JavaScript or embedded files are excluded, as is PDF version 1.4 or earlier.
No. Sage states that for each file you upload, Intacct creates a single draft bill, so a PDF holding several invoices must be split into one file per bill first. An AI extraction tool separates the invoices automatically and returns each one as its own set of rows in a single CSV.
Yes. Sage AI identifies the vendor, amount, dates, and line items, and predicts GL account coding along with location, department, and project dimensions. It does not predict shipping and freight charges when those appear as subtotal items, and it does not create allocations automatically.
Sage documents several: one file becomes one draft bill; documents must be unencrypted, under 20 MB, and fewer than 200 pages; PDF version 1.4 or earlier is unsupported; emailed batches cap at 200 attachments and 40 MB with unique filenames; credit card statements cannot be processed; and unrecognized vendors are not created.
Sage Intacct is a cloud financial management and accounting platform that many mid-market US companies run as their core ERP for finance. It is strongest in accounting, multi-entity consolidation, and dimensional reporting, and is widely used by nonprofits, professional services firms, and SaaS businesses.
Use the import templates under Company, Setup, Import Data and load an AP bill file. Extract the bills into a structured CSV first, with one row per line item and consistent headers. Vendors and GL accounts must already exist in Intacct for the rows to match on import.
AI-based extraction typically reaches 95 to 99 percent field accuracy on clear bills, against roughly 85 to 95 percent for template-based OCR. Native PDFs read best and faint scans read worst. Flagged low-confidence fields get a quick human review before the CSV is imported into Intacct.
How AP automation works end to end, honestly scoped.
Capture vendor bill data for NetSuite, line items included.
Capture vendor bill data for QuickBooks, line items included.
Capture full line-item tables, not just totals.
