How to connect BuildPass to Sage Intacct

Check every sub's insurance before you pay their bill. Connect BuildPass to Sage Intacct and your AI assistant can put what you owe in Sage next to each company's compliance in BuildPass, in one answer.

It works with Claude, ChatGPT, Microsoft Copilot and other AI assistants. Here's what that looks like on a real job.

What you can do with BuildPass and Sage Intacct

• Check compliance before you pay. "List the bills due this week in Sage Intacct and flag any sub with expired insurance or no JHA on file in BuildPass."
• Catch expiring insurance early. "Which subs we owe money to in Sage Intacct have insurance expiring in the next 30 days in BuildPass?"
• Keep your vendors in step. "List the companies working on our BuildPass projects that aren't set up as vendors in Sage Intacct yet."
• Line up hours against bills. "Compare last month's sign-on hours at Riverside for each staffing company with the bills from those vendors in Sage Intacct."
• Prep the Monday meeting. "Give me our cash position from Sage Intacct, plus open RFIs and overdue punch list items on every active project from BuildPass."

Your assistant asks you to approve anything that changes a record. Ask for a draft first when you want to check it before it lands.

How to connect BuildPass to Sage Intacct

1. Connect BuildPass to your AI assistant. Copy your BuildPass connection link from your account settings in BuildPass, add it to your AI assistant and sign in with your BuildPass login. See our guides for Claude, ChatGPT and Microsoft Copilot.
2. Connect Sage Intacct to the same assistant. Add Sage Intacct from your assistant's list of connectors or apps and sign in with your Sage Intacct account.
3. Ask. Start a chat with both switched on and try one of the prompts above.

Setup steps are in BuildPass, next to your connection link.

Put it on autopilot

If your assistant can run prompts on a schedule, the job gets done before you start your day. Try: "Every Monday morning, flag any sub with a bill due whose insurance has expired."

To make it your own, turn it into a skill with our free Claude skills for general contractors, or find more ideas in our AI prompts for general contractors.

Frequently asked questions

Does BuildPass sync with Sage Intacct?

There's nothing to sync. Sage Intacct keeps your accounts, BuildPass keeps your project records, and your AI assistant works across both when you ask.

Can it see things I don't have access to?

No. Your assistant uses your own BuildPass and Sage Intacct logins, so it only sees what you can already see in each.

Which AI assistants work with BuildPass?

Claude, ChatGPT, Microsoft Copilot and other AI assistants that support MCP connectors.

Use QuickBooks instead?

See how to connect BuildPass to QuickBooks.

See it on a live account

Not on BuildPass yet? Book a demo and see BuildPass working with Sage Intacct on a real project.