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How to Automate Sage Intacct with Playwright

Automate critical Sage Intacct financial workflows with Playwright when APIs aren’t available or sufficient. You’ll eliminate manual accounting tasks and reduce processing errors by automating repetitive financial processes. Use Playwright to interact with Intacct’s web interface programmatically. View Sage Intacct’s API documentation for integration services when available.

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Setup

Install Playwright and configure authentication: 
npm install playwright

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Automate Workflows

Create scripts for common Intacct tasks: 
import { chromium } from 'playwright';

const browser = await chromium.launch();
const page = await browser.newPage();

// Login to Sage Intacct
await page.goto('https://www.intacct.com/ia/acct/login.phtml');
await page.fill('#userid', process.env.INTACCT_USERNAME);
await page.fill('#companyid', process.env.INTACCT_COMPANY);
await page.fill('#password', process.env.INTACCT_PASSWORD);
await page.click('#loginButton');

// Navigate to General Ledger
await page.click('text=General Ledger');
await page.click('text=Journal Entry');

// Create new journal entry
await page.click('text=+');
await page.fill('[name="description"]', 'Monthly Accrual Entry');
await page.selectOption('[name="account"]', '1200');
await page.fill('[name="debit"]', '5000.00');
await page.click('#post');

await browser.close();
Playwright handles dynamic forms, account lookups, and validation automatically. You can automate journal entries, invoice processing, and financial reporting workflows.

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Scale your Sage Intacct automation with Anchor Browser

Run your Playwright Intacct automations on cloud browsers with enterprise-grade reliability and persistent financial sessions. Learn more and get started for free: https://anchorbrowser.io