Integrations
KnowLedger
Powered by a rules engine, KnowLedger applies the same logic an accountant would use to systematically create journal entries. The integration securely collects and transmits data from Addepar to Sage Intacct.
Reduce and eliminate data entry |
|
|---|---|
Keep your general ledger and Addepar in sync |
|
Add data elements to journal entries |
|
Close your general ledger faster |
|
Authentication |
|
|---|---|
Capabilities |
|
Transmission type |
|
Frequency |
|
Required access level |
|
Provider Assisted Setup
A member of the integration partner’s support team will work with you to install, configure and test this integration. To get started, contact your representative at the partner firm for assistance.
View Configuration Guide1
Create a service credential and API key in Addepar
This is used to connect Addepar and KnowLedger.
2
Create views and section templates
In Addepar, create three KnowLedger-specific views and a report section template to represent each.
3
Contact KnowLedger support
They'll help you finish setting up the integration.
Can I sync data from KnowLedger to Addepar?
Yes. Most of people pull data from Addepar to create journal entries, however some clients use KnowLedger to sync cash accounts from the general ledger to Addepar.
Does KnowLedger integrate with QuickBooks?
No, KnowLedger does not integrate with QuickBooks.
What other General Ledger's does KnowLedger integrate with?
Currently, KnowLedger only integrates with Sage products (100, 200, and Intacct). They hope to integrate with other General Ledgers in the future, such as MS Dynmics and NetSuite.