> ## Documentation Index > Fetch the complete documentation index at: https://docs.vortexiq.ai/llms.txt > Use this file to discover all available pages before exploring further. # Sage Intacct / Business Cloud on Vortex IQ > Monitor Sage Intacct / Business Cloud performance signals, run automated checks, and prepare approved work through Vortex IQ. Monitor Sage Intacct / Business Cloud performance signals, run automated checks, and prepare approved work through Vortex IQ. No changes are made without the configured approval policy. Read-only operations do not modify the connected system; schedules, access scopes, API usage and data handling remain governed by Vortex IQ controls. [Connect or manage this source](https://app.vortexiq.ai/workbench/settings/sources) ยท [How connecting works](/integrations/connector-catalogue) | **88** | **6** | **Build your own** | **Ready to build yours** | **2** | | ------------------- | ---------------- | ------------------ | ------------------------ | -------------- | | performance signals | automated checks | automated fixes | workflows | API operations | ## Monitor performance 88 performance signals. Signals with an alert band can raise Nerve Centre alerts; every signal supports a merchant-configured watcher. | Signal | Outcome | Alert behaviour | What it tracks | | ------------------------------------------------------------- | ------------------- | ----------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **AR Aging on Customers with Active Ecom Orders** | Protect revenue | Alert band 1000 / 10000 | AR Aging on Customers with Active Ecom Orders, broken down by row. | | **B2B Customers with VAT Number Mismatch (ecom vs Sage)** | Protect revenue | Merchant rule | UK B2B VAT compliance requires consistent VAT registration number across ecom and ERP. Mismatch = reverse-charge accounting error risk. | | **Current VAT Return Status (MTD)** | Protect revenue | Merchant rule | HMRC Making Tax Digital VAT return cycle status. Overdue = surcharge risk + repeat-offender escalation. | | **Days Since Last Bank Reconciliation** | Run operations | Merchant rule | UK Bacs cycle assumes weekly recon; gaps >7d compound and inflate close-cycle workload. | | **Dead Stock Value** | Run operations | Watch only | Dead Stock Value from Sage Intacct / Business Cloud, grouped under Inventory. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconciles ecommerce | | **Dead Stock with Active Ad Spend** | Protect revenue | Watch only | Dead Stock with Active Ad Spend from Sage Intacct / Business Cloud, grouped under Cross-Channel: Revenue at Risk. Computes when a live Sage Intacct / Business Cloud tenan | | **ERP-vs-Ecom Inventory Variance %** | Run operations | Alert band 1 / 5 | Intacct Inventory module required. Sage Business Cloud Accounting doesn't ship inventory , card hides for those merchants. | | **Ecom Customers Absent from Sage Customer Master** | Protect revenue | Alert band 0 / 10 | Sage Network sync gap. B2B-flagged ecom customers missing in Sage = VAT-line classification fails on next invoice batch. | | **Ecom Orders Missing Matching Sage Transaction** | Protect revenue | Merchant rule | Sage Network or 3rd-party connector integration gap , revenue invisible to GL + VAT-return base understated. | | **Gross Margin Percentage** | Run operations | Watch only | Gross Margin Percentage from Sage Intacct / Business Cloud, grouped under Margin & Cost. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconcile | | **Inventory Aging** | Run operations | Watch only | Inventory Aging from Sage Intacct / Business Cloud, grouped under Inventory. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconciles ecommerce | | **Inventory Item On-Hand Went Negative** | Run operations | Merchant rule | Alerts for Inventory Item On-Hand Went Negative. | | **Inventory Sync Drift** | Protect revenue | Watch only | Inventory Sync Drift from Sage Intacct / Business Cloud, grouped under Cross-Channel: Revenue at Risk. Computes when a live Sage Intacct / Business Cloud tenant is connec | | **Margin Erosion Alerts** | Run operations | Watch only | Margin Erosion Alerts from Sage Intacct / Business Cloud, grouped under Margin & Cost. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconciles | | **OOS with Open Order Demand** | Protect revenue | Watch only | OOS with Open Order Demand from Sage Intacct / Business Cloud, grouped under Cross-Channel: Revenue at Risk. Computes when a live Sage Intacct / Business Cloud tenant is | | **Open (Pending) Transactions** | Run operations | Alert band 0 / 50 | gltransaction rows in Pending / Reviewed / Submitted state. Backlog suggests approval-routing rule broken. | | **Orders Blocked on Inventory or Credit** | Run operations | Alert band 0 / 5 | Orders Blocked on Inventory or Credit from Sage Intacct / Business Cloud, grouped under Inventory. Computes when a live Sage Intacct / Business Cloud tenant is connected; | | **Period Close / VAT Return Past Deadline** | Run operations | Alert band 0 / 5 | MTD VAT submission overdue = HMRC surcharge. Pair with period-close overdue alarm. | | **Revenue Booked into GL** | Grow revenue | Watch only | Revenue Booked into GL from Sage Intacct / Business Cloud, grouped under Revenue & Sales. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconcil | | **Revenue Gap** | Protect revenue | Watch only | Revenue Gap from Sage Intacct / Business Cloud, grouped under Cross-Channel: Revenue at Risk. Computes when a live Sage Intacct / Business Cloud tenant is connected; reco | | **Revenue Gap vs Commerce** | Grow revenue | Alert band 0 / 5 | Revenue Gap vs Commerce from Sage Intacct / Business Cloud, grouped under Revenue & Sales. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconci | | **Revenue Lines Missing VAT Code (MTD)** | Grow revenue | Merchant rule | Revenue-line transactions without VATCODE = MTD non-compliant. HMRC requires digital records for every VAT-eligible transaction. | | **SKUs with Intacct-vs-Ecom Inventory Drift >5%** | Protect revenue | Alert band 1 / 5 | SKUs with Intacct-vs-Ecom Inventory Drift >5%, broken down by row. | | **Sage Health Score** | Run operations | Merchant rule | Composite: VAT-coded-complete x smart-coding-queue-clean x bank-recon-fresh x AR-aging-low. | | **Smart Coding Queue Depth (24h)** | Catalogue quality | Merchant rule | Intacct's auto-categorisation engine , backlog usually = unrecognised PSP fee descriptors needing rule training. | | **Transactions Failing Validation (imbalance / missing VAT)** | Run operations | Alert band 0 / 5 | Alerts for Transactions Failing Validation (imbalance / missing VAT). | | **AR Aging , 60+ Days** | Run operations | Alert band 5 / 15 | Description pending editorial review; the signal is live. | | **AR Balance (live)** | Run operations | Watch only | Description pending editorial review; the signal is live. | | **Days Sales Outstanding (DSO)** | Run operations | Alert band 30 / 60 | Description pending editorial review; the signal is live. | | **Ecom Customers Absent from Sage** | Run operations | Alert band 0 / 10 | Description pending editorial review; the signal is live. | | **Period Close Status** | Run operations | Alert band 0 / 5 | Description pending editorial review; the signal is live. | | **Transaction Imbalances** | Run operations | Alert band 0 / 5 | Description pending editorial review; the signal is live. | | **A/R Aging Detail** | Run operations | Alert band 5 / 25 | A/R Aging Detail from Sage Intacct / Business Cloud, grouped under AP/AR Cycle. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconciles ecommer | | **AR Aging Buckets** | Run operations | Watch only | AR Aging Buckets, compared across items. | | **Active Customers** | Run operations | Watch only | Active Customers from Sage Intacct / Business Cloud, grouped under Customer Master. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconciles eco | | **Average Landed Cost per Unit** | Run operations | Alert band 0 / 10 | Average Landed Cost per Unit from Sage Intacct / Business Cloud, grouped under Inventory. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconcil | | **Average Order Value** | Grow revenue | Alert band 0 / -5 | Average Order Value from Sage Intacct / Business Cloud, grouped under Revenue & Sales. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconciles | | **B2B Payment Terms Mix** | Run operations | Watch only | B2B Payment Terms Mix from Sage Intacct / Business Cloud, grouped under AP/AR Cycle. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconciles ec | | **Cash Application Rate** | Run operations | Alert band 95 / 85 | Cash Application Rate from Sage Intacct / Business Cloud, grouped under AP/AR Cycle. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconciles ec | | **Cash Applied Today** | Run operations | Watch only | Cash Applied Today from Sage Intacct / Business Cloud, grouped under Executive Overview. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconcile | | **Cash Collected** | Grow revenue | Alert band 0 / -15 | Cash Collected from Sage Intacct / Business Cloud, grouped under Revenue & Sales. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconciles ecomm | | **Consolidated Revenue Trend** | Grow revenue | Watch only | Consolidated Revenue Trend from Sage Intacct / Business Cloud, grouped under Revenue & Sales. Computes when a live Sage Intacct / Business Cloud tenant is connected; reco | | **Credit Hold Spike** | Run operations | Alert band 0 / 5 | Credit Hold Spike from Sage Intacct / Business Cloud, grouped under Nerve Centre. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconciles ecomm | | **Credit Memo Value** | Grow revenue | Watch only | Credit Memo Value from Sage Intacct / Business Cloud, grouped under Revenue & Sales. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconciles ec | | **Customer Churn Signals** | Run operations | Alert band 0 / 5 | Customer Churn Signals from Sage Intacct / Business Cloud, grouped under Customer Master. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconcil | | **Customer Credit Utilisation** | Run operations | Alert band 60 / 85 | Customer Credit Utilisation from Sage Intacct / Business Cloud, grouped under AP/AR Cycle. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconci | | **DSO Increase Alert** | Run operations | Alert band 0 / 10 | DSO Increase Alert from Sage Intacct / Business Cloud, grouped under Nerve Centre. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconciles ecom | | **Dead Stock Threshold Breach** | Run operations | Alert band 5 / 15 | Dead Stock Threshold Breach from Sage Intacct / Business Cloud, grouped under Nerve Centre. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconc | | **Entity Health Roll-up** | Run operations | Watch only | Entity Health Roll-up from Sage Intacct / Business Cloud, grouped under Executive Overview. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconc | | **Entity Performance** | Customer experience | Watch only | Entity Performance from Sage Intacct / Business Cloud, grouped under Executive Overview. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconcile | | **FX Currency Exposure** | Run operations | Alert band 5 / 15 | FX Currency Exposure from Sage Intacct / Business Cloud, grouped under Executive Overview. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconci | | **High-Value Overdue Invoices** | Run operations | Alert band 0 / 50000 | High-Value Overdue Invoices from Sage Intacct / Business Cloud, grouped under Nerve Centre. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconc | | **Intercompany Balance** | Run operations | Watch only | Intercompany Balance from Sage Intacct / Business Cloud, grouped under Multi-Entity. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconciles ec | | **Inventory Carrying Cost** | Run operations | Watch only | Inventory Carrying Cost from Sage Intacct / Business Cloud, grouped under Margin & Cost. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconcile | | **Inventory Turnover Ratio** | Run operations | Alert band 4 / 2 | Inventory Turnover Ratio from Sage Intacct / Business Cloud, grouped under Inventory. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconciles e | | **Invoiced Revenue** | Grow revenue | Alert band 0 / -5 | Invoiced Revenue from Sage Intacct / Business Cloud, grouped under Revenue & Sales. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconciles eco | | **Journals by Source Module** | Run operations | Watch only | Journals by Source Module. | | **Landed Cost Variance vs Standard** | Run operations | Alert band 2 / 5 | Landed Cost Variance vs Standard from Sage Intacct / Business Cloud, grouped under Margin & Cost. Computes when a live Sage Intacct / Business Cloud tenant is connected; | | **Low Stock Alerts** | Protect revenue | Alert band 0 / 5 | Low Stock Alerts from Sage Intacct / Business Cloud, grouped under Inventory. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconciles ecommerce | | **Margin Compression** | Run operations | Alert band 0 / 2 | Margin Compression from Sage Intacct / Business Cloud, grouped under Nerve Centre. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconciles ecom | | **Margin by SKU** | Catalogue quality | Alert band 30 / 10 | Margin by SKU from Sage Intacct / Business Cloud, grouped under Margin & Cost. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconciles ecommerc | | **Open Order Value** | Run operations | Watch only | Open Order Value from Sage Intacct / Business Cloud, grouped under Executive Overview. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconciles | | **Open Orders** | Run operations | Watch only | Open Orders from Sage Intacct / Business Cloud, grouped under Executive Overview. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconciles ecomm | | **Order State Breakdown** | Run operations | Watch only | Order State Breakdown from Sage Intacct / Business Cloud, grouped under Executive Overview. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconc | | **Order to Invoice Lead Time** | Run operations | Alert band 3 / 7 | Order to Invoice Lead Time from Sage Intacct / Business Cloud, grouped under Sales Orders. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconci | | **Orders on Credit Hold** | Run operations | Alert band 0 / 5 | Orders on Credit Hold from Sage Intacct / Business Cloud, grouped under AP/AR Cycle. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconciles ec | | **Overdue Invoice Value** | Run operations | Alert band 0 / 50000 | Overdue Invoice Value from Sage Intacct / Business Cloud, grouped under AP/AR Cycle. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconciles ec | | **Returns Count** | Run operations | Alert band 5 / 20 | Returns Count from Sage Intacct / Business Cloud, grouped under Sales Orders. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconciles ecommerce | | **Revenue Booked Over Time** | Grow revenue | Watch only | Revenue Booked Over Time from Sage Intacct / Business Cloud, grouped under Revenue & Sales. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconc | | **Revenue Gap Spike** | Grow revenue | Alert band 0 / 20 | Revenue Gap Spike from Sage Intacct / Business Cloud, grouped under Nerve Centre. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconciles ecomm | | **Revenue by Currency** | Grow revenue | Watch only | Revenue by Currency from Sage Intacct / Business Cloud, grouped under Revenue & Sales. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconciles | | **Revenue by Entity** | Grow revenue | Watch only | Revenue by Entity from Sage Intacct / Business Cloud, grouped under Revenue & Sales. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconciles ec | | **Revenue by Segment** | Grow revenue | Watch only | Revenue by Segment from Sage Intacct / Business Cloud, grouped under Revenue & Sales. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconciles e | | **Top B2B Accounts by Revenue** | Grow revenue | Watch only | Top B2B Accounts by Revenue from Sage Intacct / Business Cloud, grouped under Revenue & Sales. Computes when a live Sage Intacct / Business Cloud tenant is connected; rec | | **Top Customers by Revenue** | Grow revenue | Watch only | Top Customers by Revenue from Sage Intacct / Business Cloud, grouped under Revenue & Sales. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconc | | **Top Findings Across Entitys** | Run operations | Alert band 0 / 5 | Top Findings Across Entitys from Sage Intacct / Business Cloud, grouped under Multi-Entity. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconc | | **Top SKUs by Inventory Value** | Run operations | Watch only | Top SKUs by Inventory Value from Sage Intacct / Business Cloud, grouped under Inventory. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconcile | | **Total COGS** | Run operations | Watch only | Total COGS from Sage Intacct / Business Cloud, grouped under Margin & Cost. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconciles ecommerce a | | **Unpaid Invoice Count** | Run operations | Watch only | Unpaid Invoice Count from Sage Intacct / Business Cloud, grouped under AP/AR Cycle. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconciles eco | | **AP Aging , 60+ Days** | Run operations | Alert band 10 / 30 | Description pending editorial review; the signal is live. | | **Accrual Reversals (last close)** | Run operations | Merchant rule | Description pending editorial review; the signal is live. | | **Active Vendors** | Run operations | Watch only | Description pending editorial review; the signal is live. | | **Manual JEs as % of Total** | Run operations | Alert band 10 / 25 | Description pending editorial review; the signal is live. | | **New Customers (30d)** | Run operations | Watch only | Description pending editorial review; the signal is live. | | **On-Hand Inventory Value** | Run operations | Watch only | Description pending editorial review; the signal is live. | | **Period Close On-Time Rate (12mo)** | Run operations | Merchant rule | Description pending editorial review; the signal is live. | | **Slow-Moving Inventory (>90d)** | Run operations | Merchant rule | Description pending editorial review; the signal is live. | | **Vendor Payment On-Time Rate** | Run operations | Merchant rule | Description pending editorial review; the signal is live. | ## Audit risks and opportunities A fix status appears only where the action, inputs, approval, verification and recovery controls are mapped. Candidate remediations are never executable. | Check | Severity | Outcome | Why it matters | Fix status | | ------------------------------------------------------------------ | -------- | --------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------- | | **Journal entries failed to post (debit != credit)** | critical | Protect revenue | An entry where debits and credits do not match cannot post to a correct ledger; if it exists at all, it means something upstream (an import, an integration, a manual entry) produced a genuin | Report only | | **AR aging on 60+ day buckets above threshold** | high | Run operations | More than 15% of receivables are sitting in the 60+ day bucket. The longer an invoice goes unpaid, the less likely it is ever collected in full, so this is not just a cash-flow timing issue, | Report only | | **ERP-vs-ecom inventory variance > 5% on SKUs with active orders** | high | Protect revenue | Stock levels disagree between the ERP and the storefront by more than 5% on SKUs that currently have active orders. That gap risks selling inventory that is not really there (an oversell) or | Report only | | **Period close past deadline** | high | Run operations | The accounting period is more than 5 days past its close deadline and still open. Every day it stays open is another day transactions can still be edited or added to a period that reporting, | Report only | | **Unposted journal entries >50 (GL hygiene)** | high | Run operations | More than 50 journal entries are sitting unposted. Every report pulled from the general ledger while this backlog exists, profitability, cash position, tax figures, is working from incomplet | Report only | | **Ecom customers absent from ERP customer master after 7d** | medium | Run operations | Customers who ordered over a week ago still are not in the ERP's customer master. Anything downstream that depends on that record, invoicing, tax reporting, credit terms, customer-level repo | Report only | ### Build your own automated fixes 6 checks report findings on Sage Intacct / Business Cloud today. Turn any finding into an automated fix with a Vortex IQ workflow: **13,885 read and write operations across 229 connectors** are available as building blocks, with approval, verification and rollback on every change. ## Automate approved work Vortex IQ is integrated with **0 read** and **2 write** operations across iaxmlxmlgwphtmls, tokens on Sage Intacct / Business Cloud. Combine them with anything from the **13,885 operations across 229 connectors** to automate the work in your own words. Changes follow the merchant's configured approval policy: the target, proposed change, affected records, risk, reversibility and verification plan are shown before execution. Read-only operations do not modify the connected system. [Create a workflow](https://app.vortexiq.ai/workbench/flows/create?connector=sage) | Resource | Read operations | Write operations | | ---------------- | --------------- | ---------------- | | iaxmlxmlgwphtmls | 0 | 1 | | tokens | 0 | 1 | Signed-in users see the full catalogue in the workflow builder, filtered to the sources they have connected. ### Ready to build your first Sage Intacct / Business Cloud workflow Pick a trigger, add the operations above as steps, and every step that changes data pauses for your approval. Monitoring and audits are live now and can start any workflow you build. *** *Generated from the connector capability graph. Counts reflect the servable registry after alias normalisation and de-duplication, and refresh automatically when the registry changes.*