Integration Partner · Financial/A/P Automation

Sage Intacct + Fortress OS

Fortress runs the property. Sage Intacct keeps the books. A direct API feed moves deposits, final statements and financial performance between them.

Updated May 16, 2026 · 3 min read

What is the Sage Intacct + Fortress OS integration?

The Sage Intacct integration gives Fortress OS a direct API feed to your general ledger. Deposits and final account statements move to Sage Intacct in real time. Financial performance data moves monthly. For CAM, Fortress reads general ledger balances back out. Your books and your chart of accounts stay in Sage Intacct.

Key takeaways

Deposit journal entries post to Sage Intacct once a deposit is made, with the Intacct reference numbers shown on the deposit.
Final account statements for prior residents go over, so refunds can be paid.
CAM estimates, actuals and the reconciliation start from general ledger balances Fortress reads out of Sage Intacct.

How does Sage Intacct work with Fortress OS?

Fortress has a direct API feed to Sage Intacct. Fortress works at the property level: resident ledgers, rent roll, deposits, month-end close and CAM. Sage Intacct stays the general ledger, so your team keeps working in Fortress OS accounting for the property side and in Sage Intacct for the books. One Miami-based organization with affordable, conventional, mixed-use and commercial properties kept Sage Intacct as its accounting system and connected Fortress to it, as the Walker & Dunlop case study describes. Setup follows the same path as every Fortress integration: documentation exchange, API key provisioning, SOC report exchange, development and testing, then an end-to-end demo and acceptance. You need an active Sage Intacct account. The integration uses Fortress's SenderID, so you do not need to buy a web services developer license from Sage.

What data flows between the two?

Four things move. Deposit journal entries go from Fortress to Sage Intacct once a deposit is made. Final account statements for prior residents go from Fortress to Sage Intacct so refunds can be paid. Financial performance data goes from Fortress to Sage Intacct monthly. Going the other way, Fortress reads general ledger balances out of Sage Intacct to work out CAM estimates, actuals and the reconciliation. Per the Marketplace listing, deposits and final account statements move in real time. Fortress also reads general ledger balances out of Sage Intacct for CAM.

Who handles the setup?

Our integrations team handles documentation exchange, API keys, SOC reports, and end-to-end testing. Timing depends on Sage Intacct and your properties. You can request a setup any time.

Why should you connect Sage Intacct to Fortress OS?

Some portfolios want a ledger they trust and a property system that posts deposits and sends refund statements to it. A direct feed handles that handoff. If you want Fortress to be your general ledger, Fortress is the wrong pick. If your books are a mess, fix them first, because a clean sync won't clean up dirty data. Sage Intacct itself organizes reporting with dimensions such as location, department, class, project, customer, vendor and affiliate entity. Multi-entity setups share one chart of accounts, and Intacct records the offsetting entries between entities. For the full picture of how the property side and the ledger split the work, read our guide to the best accounting software for property managers. Vendor bills and payments stay on the accounting side, and AP and procurement works alongside Sage Intacct.

What changes once you connect Sage Intacct?

Same financial/a/p automation tool. Different day-to-day for your team.

Daily task	Without the integration	With Fortress OS + Sage Intacct
Posting a deposit	Someone keys the deposit into Sage Intacct after it is made in Fortress.	The deposit journal entry posts to Sage Intacct, and the Intacct reference numbers show on the deposit.
Paying a move-out refund	The final account statement is prepared and passed along separately.	The final account statement for the prior resident goes over, so the refund can be paid.
Working out CAM	General ledger balances are gathered separately to build estimates and actuals.	Fortress reads the balances out of Sage Intacct for the estimate, the actuals and the reconciliation.
Closing the month	Financial performance numbers get compiled and sent over separately.	Fortress closes the operational month, and financial performance data moves to Sage Intacct monthly.

Frequently asked questions

Quick answers about how Sage Intacct and Fortress OS work together. Don't see your question? Ask us →

Does Fortress replace Sage Intacct?

No. Sage Intacct stays your general ledger. Fortress is the property-level subledger: rent roll, resident ledgers, charges, payments, deposits, move-ins and move-outs, compliance and CAM. Financial statements, vendor bills and payments, budgets, consolidations and the chart of accounts stay in Sage Intacct.

What syncs between Fortress and Sage Intacct, and when?

Per the Sage Intacct Marketplace listing, Fortress and Sage Intacct share real time data on deposits and final account statements, plus monthly data on financial performance. Fortress also reads general ledger balances out of Sage Intacct for CAM.

Can I keep my chart of accounts?

Yes. The chart of accounts stays in Sage Intacct. Fortress is the property-level subledger, not your general ledger.

How are deposits handled?

Deposit journal entries post to Sage Intacct once a deposit is made. The Intacct reference numbers show on the deposit in Fortress, so your team can match one to the other.

How does CAM reconciliation use general ledger balances?

Fortress reads general ledger balances out of Sage Intacct and uses them to work out CAM estimates, actuals and the reconciliation. The balances live in your books, so the CAM numbers start from the same place your accountant does.

What happens at month-end close?

Fortress closes the operational month, and the month's entries go with it. Financial performance data moves to Sage Intacct monthly.

What does Sage Intacct do with dimensions?

Sage Intacct reports by dimensions such as location, department, class, project, customer, vendor and affiliate entity. Multi-entity setups share one chart of accounts, and Intacct records the offsetting entries between entities. These are Sage Intacct features, not a description of how Fortress fields map.

What do we need to get started?

An active Sage Intacct account. Our integrations team handles documentation exchange, API key provisioning, SOC report exchange, testing and an end-to-end demo. The integration uses Fortress's SenderID, so you do not need to buy a web services developer license from Sage.