Sage Development Partner

Beyond the General Ledger. Build Sovereign Financial Intelligence

Sage Intacct is your system of record. We make it your system of intelligence. As a specialized Sage Development Partner, Zaptiva bridges the gap between legacy XML-RPC integrations and the new Agentic AI frontier—building a composable finance stack that you own and control.

From Monolith to Agentic Orchestration

The era of static ERPs is ending. Sage is moving toward an Agentic future defined by the Sage AI Gateway and the Model Context Protocol (MCP). Most partners are stuck maintaining legacy XML-RPC connections. Zaptiva helps you leapfrog the competition by deploying intelligent agents that don’t just record transactions—they orchestrate them. 

Zaptiva transforms Quickbase from a standalone tool into a core node of your Sovereign AI Stack. We don’t just build apps; we engineer automated workflows that allow Quickbase to “talk” to NetSuite, Sage, and QuickBooks in real-time. 

Navigate the Transition Without Breaking the Bank

Sage Intacct currently operates on a dual-API strategy

The Bridge

We expertly manage the complexity between the legacy XML-RPC API (essential for deep historical object coverage) and the modern RESTful API (required for future-proofing and speed).

Secure Authentication

We handle the rigorous OAuth 2.0 handshakes and Sender ID session management, ensuring your third-party applications have persistent, secure access to the General Ledger without constant re-authentication.

Co-Create with the Finance Intelligence Agent

We don’t just build integrations; we build agents. Utilizing the new Model Context Protocol (MCP), we create certified AI extensions that live inside the Sage Copilot experience.

Intelligent Orchestration

Deploy agents that can coordinate tasks—like predicting stock-outs based on Purchase Order history or automating multi-entity consolidations—without human intervention.

Natural Language Querying

Empower your CFO to ask, “What is our current cash-on-hand compared to the Q3 forecast?” and get an instant, synthesized answer via our integration with the Finance Intelligence Agent.

Consolidating Data and Apps

Bring all your legacy data and apps together to leverage the power of automation to run your business.

Clean Data for Smarter AI

Sage Intacct’s power lies in its Dimensions (tagging transactions by location, department, or project). Most implementations leave this data messy

Dimensional Hygiene

We restructure your data schema to ensure every transaction is properly “tagged,” creating the clean data ontology required for accurate AI forecasting

AI Reconciliation

We eliminate “Gray Work” by building automated workflows that reconcile bank feeds and payment gateways directly against your dimensional data, reducing month-end close times

Quickbase is powerful, but it shouldn’t stand alone. We turn your Quickbase applications into connected, Composable building blocks that drive your Agentic Enterprise—integrated seamlessly with your ERP, CRM, and financial stack

From Low-Code to High-Impact 

Quickbase is the leader in dynamic work management, but without the right architecture, it becomes just another data silo (or “Gray Work”). 

Zaptiva transforms Quickbase from a standalone tool into a core node of your Sovereign AI Stack. We don’t just build apps; we engineer automated workflows that allow Quickbase to “talk” to NetSuite, Sage, and QuickBooks in real-time. 

Build for the Future, Not Just for Now

We move beyond basic “drag-and-drop” development. Our architects design Quickbase ecosystems that function as flexible modules within a Composable ERP strategy.  

We ensure your schema is scalable, secure, and ready for AI agents to query and manipulate, turning static records into actionable intelligence.

The Nervous System for Your Data

Using Zaptiva’s multi-app connectors, we bridge the gap between Quickbase and your system of record

Two-Way Sync

Automatically push project data from Quickbase to your ERP for billing, or pull inventory stats from your WMS into Quickbase for field teams

Eliminate Double Entry

Stop exporting CSVs. Let Zaptiva’s automation engine handle the heavy lifting of data movement and validation, ensuring a “single source of truth”

Elevate Your ERP Stack

Seamlessly integrate with Sage Intacct, NetSuite, Microsoft Business Central, Intuit Enterprise Suite, Acumatica, and more.

Make Your Quickbase "Active."

We deploy Zaptiva Automate to layer complex logic on top of your Quickbase data

Calculations & Transformation

Use the Zaptiva Application Dashboard (ZAD) to perform advanced financial calculations or commission logic that native Quickbase formulas struggle to handle

Triggered Actions

Set up agents that monitor Quickbase records and trigger downstream actions like cutting a check in QuickBooks or updating a Salesforce opportunity without human intervention

We Fix the "Messy Middle

Most partners just build the app. We clean the data and fix the plumbing

Data Hygiene

We validate and standardize disparate data before it ever hits your Quickbase reports, ensuring your data ontology is clean for AI usage

Security First

Our integrations are SOC 2 (Type II) & SOC 3 certified, ensuring your proprietary workflows remain secure

Don't let your Quickbase run in isolation

Connect your dynamic work to your bottom line