> ## 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. [Connect or manage this source](https://app.vortexiq.ai/workbench/settings/sources) · [How connecting works](/integrations/connector-catalogue) · [Create a workflow](https://app.vortexiq.ai/workbench/flows/create?connector=sage) performance signals automated checks prepared fixes proven workflows API operations ### What you can achieve Capabilities are grouped around merchant outcomes, not API terminology. Find failures, leaks and risks before they cost sales. Monitor orders, fulfilment, delivery and settlement. Improve discovery, conversion, campaigns and repeat purchase. Identify missing, inconsistent or outdated product data. Find storefront, speed, accessibility and journey problems. ### From connection to verified outcome The controlled sequence every capability follows. Nothing changes a connected system without the approval step. Authorise the source. Scopes are shown before access is granted. Watch the signals against your own baselines, not universal defaults. Run checks and gather evidence specific to your store. Explain what happened, why it matters and the proposed action. You review scope, risk and reversibility before anything changes. Apply through governed connector operations. Confirm the intended result and keep the receipt. 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. ### Monitor performance 88 performance signals. Open an outcome to see its signals and how each one alerts. Read-only operations do not modify the connected system. | Signal | Alert behaviour | What it tracks | | ------------------------------------------------------------- | -------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------ | | **A/R Aging Detail** | 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 | | **AP Aging , 60+ Days** | Alert band 10 / 30 | Description pending editorial review; the signal is live. | | **AR Aging Buckets** | Watch only | AR Aging Buckets, compared across items. | | **AR Aging , 60+ Days** | Alert band 5 / 15 | Description pending editorial review; the signal is live. | | **AR Balance (live)** | Watch only | Description pending editorial review; the signal is live. | | **Accrual Reversals (last close)** | Merchant rule | Description pending editorial review; the signal is live. | | **Active Customers** | Watch only | Active Customers from Sage Intacct / Business Cloud, grouped under Customer Master. Computes when a live Sage Intacct / Business Cloud tenant is conne | | **Active Vendors** | Watch only | Description pending editorial review; the signal is live. | | **Average Landed Cost per Unit** | 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 | | **B2B Payment Terms Mix** | 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 conn | | **Cash Application Rate** | 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 conn | | **Cash Applied Today** | Watch only | Cash Applied Today from Sage Intacct / Business Cloud, grouped under Executive Overview. Computes when a live Sage Intacct / Business Cloud tenant is | | **Credit Hold Spike** | 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 connect | | **Customer Churn Signals** | 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 | | **Customer Credit Utilisation** | 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 i | | **DSO Increase Alert** | 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 connec | | **Days Sales Outstanding (DSO)** | Alert band 30 / 60 | Description pending editorial review; the signal is live. | | **Days Since Last Bank Reconciliation** | Merchant rule | UK Bacs cycle assumes weekly recon; gaps >7d compound and inflate close-cycle workload. | | **Dead Stock Threshold Breach** | 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 | | **Dead Stock Value** | Watch only | Dead Stock Value from Sage Intacct / Business Cloud, grouped under Inventory. Computes when a live Sage Intacct / Business Cloud tenant is connected; | | **ERP-vs-Ecom Inventory Variance %** | 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** | Alert band 0 / 10 | Description pending editorial review; the signal is live. | | **Entity Health Roll-up** | Watch only | Entity Health Roll-up from Sage Intacct / Business Cloud, grouped under Executive Overview. Computes when a live Sage Intacct / Business Cloud tenant | | **FX Currency Exposure** | 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 i | | **Gross Margin Percentage** | Watch only | Gross Margin Percentage from Sage Intacct / Business Cloud, grouped under Margin & Cost. Computes when a live Sage Intacct / Business Cloud tenant is | | **High-Value Overdue Invoices** | 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 | | **Intercompany Balance** | Watch only | Intercompany Balance from Sage Intacct / Business Cloud, grouped under Multi-Entity. Computes when a live Sage Intacct / Business Cloud tenant is conn | | **Inventory Aging** | Watch only | Inventory Aging from Sage Intacct / Business Cloud, grouped under Inventory. Computes when a live Sage Intacct / Business Cloud tenant is connected; r | | **Inventory Carrying Cost** | Watch only | Inventory Carrying Cost from Sage Intacct / Business Cloud, grouped under Margin & Cost. Computes when a live Sage Intacct / Business Cloud tenant is | | **Inventory Item On-Hand Went Negative** | Merchant rule | Alerts for Inventory Item On-Hand Went Negative. | | **Inventory Turnover Ratio** | 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 con | | **Journals by Source Module** | Watch only | Journals by Source Module. | | **Landed Cost Variance vs Standard** | 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 t | | **Manual JEs as % of Total** | Alert band 10 / 25 | Description pending editorial review; the signal is live. | | **Margin Compression** | 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 connec | | **Margin Erosion Alerts** | Watch only | Margin Erosion Alerts from Sage Intacct / Business Cloud, grouped under Margin & Cost. Computes when a live Sage Intacct / Business Cloud tenant is co | | **New Customers (30d)** | Watch only | Description pending editorial review; the signal is live. | | **On-Hand Inventory Value** | Watch only | Description pending editorial review; the signal is live. | | **Open (Pending) Transactions** | Alert band 0 / 50 | gltransaction rows in Pending / Reviewed / Submitted state. Backlog suggests approval-routing rule broken. | | **Open Order Value** | Watch only | Open Order Value from Sage Intacct / Business Cloud, grouped under Executive Overview. Computes when a live Sage Intacct / Business Cloud tenant is co | | **Open Orders** | Watch only | Open Orders from Sage Intacct / Business Cloud, grouped under Executive Overview. Computes when a live Sage Intacct / Business Cloud tenant is connect | | **Order State Breakdown** | Watch only | Order State Breakdown from Sage Intacct / Business Cloud, grouped under Executive Overview. Computes when a live Sage Intacct / Business Cloud tenant | | **Order to Invoice Lead Time** | 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 i | | **Orders Blocked on Inventory or Credit** | 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 | | **Orders on Credit Hold** | 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 conn | | **Overdue Invoice Value** | 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 conn | | **Period Close / VAT Return Past Deadline** | Alert band 0 / 5 | MTD VAT submission overdue = HMRC surcharge. Pair with period-close overdue alarm. | | **Period Close On-Time Rate (12mo)** | Merchant rule | Description pending editorial review; the signal is live. | | **Period Close Status** | Alert band 0 / 5 | Description pending editorial review; the signal is live. | | **Returns Count** | 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; | | **Sage Health Score** | Merchant rule | Composite: VAT-coded-complete x smart-coding-queue-clean x bank-recon-fresh x AR-aging-low. | | **Slow-Moving Inventory (>90d)** | Merchant rule | Description pending editorial review; the signal is live. | | **Top Findings Across Entitys** | 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 | | **Top SKUs by Inventory Value** | 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 | | **Total COGS** | Watch only | Total COGS from Sage Intacct / Business Cloud, grouped under Margin & Cost. Computes when a live Sage Intacct / Business Cloud tenant is connected; re | | **Transaction Imbalances** | Alert band 0 / 5 | Description pending editorial review; the signal is live. | | **Transactions Failing Validation (imbalance / missing VAT)** | Alert band 0 / 5 | Alerts for Transactions Failing Validation (imbalance / missing VAT). | | **Unpaid Invoice Count** | 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 conne | | **Vendor Payment On-Time Rate** | Merchant rule | Description pending editorial review; the signal is live. | | Signal | Alert behaviour | What it tracks | | ---------------------------------------- | ------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------ | | **Average Order Value** | 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 co | | **Cash Collected** | 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 connect | | **Consolidated Revenue Trend** | Watch only | Consolidated Revenue Trend from Sage Intacct / Business Cloud, grouped under Revenue & Sales. Computes when a live Sage Intacct / Business Cloud tenan | | **Credit Memo Value** | Watch only | Credit Memo Value from Sage Intacct / Business Cloud, grouped under Revenue & Sales. Computes when a live Sage Intacct / Business Cloud tenant is conn | | **Invoiced 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 conne | | **Revenue Booked Over Time** | Watch only | Revenue Booked Over Time from Sage Intacct / Business Cloud, grouped under Revenue & Sales. Computes when a live Sage Intacct / Business Cloud tenant | | **Revenue Booked into GL** | 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 | | **Revenue Gap Spike** | 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 connect | | **Revenue Gap vs Commerce** | 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 i | | **Revenue Lines Missing VAT Code (MTD)** | Merchant rule | Revenue-line transactions without VATCODE = MTD non-compliant. HMRC requires digital records for every VAT-eligible transaction. | | **Revenue by Currency** | Watch only | Revenue by Currency from Sage Intacct / Business Cloud, grouped under Revenue & Sales. Computes when a live Sage Intacct / Business Cloud tenant is co | | **Revenue by Entity** | Watch only | Revenue by Entity from Sage Intacct / Business Cloud, grouped under Revenue & Sales. Computes when a live Sage Intacct / Business Cloud tenant is conn | | **Revenue by Segment** | Watch only | Revenue by Segment from Sage Intacct / Business Cloud, grouped under Revenue & Sales. Computes when a live Sage Intacct / Business Cloud tenant is con | | **Top B2B Accounts by 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 tena | | **Top Customers by 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 | | Signal | Alert behaviour | What it tracks | | --------------------------------------------------------- | ----------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------ | | **AR Aging on Customers with Active Ecom Orders** | 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)** | 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)** | Merchant rule | HMRC Making Tax Digital VAT return cycle status. Overdue = surcharge risk + repeat-offender escalation. | | **Dead Stock with Active Ad Spend** | 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 / | | **Ecom Customers Absent from Sage Customer Master** | 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** | Merchant rule | Sage Network or 3rd-party connector integration gap , revenue invisible to GL + VAT-return base understated. | | **Inventory Sync Drift** | Watch only | Inventory Sync Drift from Sage Intacct / Business Cloud, grouped under Cross-Channel: Revenue at Risk. Computes when a live Sage Intacct / Business Cl | | **Low Stock Alerts** | 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; | | **OOS with Open Order Demand** | 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 / Busin | | **Revenue Gap** | Watch only | Revenue Gap from Sage Intacct / Business Cloud, grouped under Cross-Channel: Revenue at Risk. Computes when a live Sage Intacct / Business Cloud tenan | | **SKUs with Intacct-vs-Ecom Inventory Drift >5%** | Alert band 1 / 5 | SKUs with Intacct-vs-Ecom Inventory Drift >5%, broken down by row. | | Signal | Alert behaviour | What it tracks | | ---------------------------------- | ------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------ | | **Margin by SKU** | 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; | | **Smart Coding Queue Depth (24h)** | Merchant rule | Intacct's auto-categorisation engine , backlog usually = unrecognised PSP fee descriptors needing rule training. | | Signal | Alert behaviour | What it tracks | | ---------------------- | --------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------- | | **Entity Performance** | Watch only | Entity Performance from Sage Intacct / Business Cloud, grouped under Executive Overview. Computes when a live Sage Intacct / Business Cloud tenant is | ### 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. Open a check for the detail. **Severity** critical · **Outcome** Protect revenue · **Fix status** Report only 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 genuinely broken transaction that accounting will have to find and fix by hand before the books balance. Vortex IQ detects and explains this; resolution is manual, with evidence and recommended steps. Reference: `ERP-GL-002` **Severity** high · **Outcome** Run operations · **Fix status** Report only 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, a growing 60+ day bucket is a leading indicator of bad debt building up. Vortex IQ detects and explains this; resolution is manual, with evidence and recommended steps. Reference: `ERP-FIN-001` **Severity** high · **Outcome** Protect revenue · **Fix status** Report only 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 holding stock back that is actually available, on exactly the products customers are ordering right now. Vortex IQ detects and explains this; resolution is manual, with evidence and recommended steps. Reference: `ERP-INV-001` **Severity** high · **Outcome** Run operations · **Fix status** Report only 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, tax filing and any lender or investor reporting expects to be final. Vortex IQ detects and explains this; resolution is manual, with evidence and recommended steps. Reference: `ERP-CLOSE-001` **Severity** high · **Outcome** Run operations · **Fix status** Report only 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 incomplete books, and the larger the backlog grows the harder it gets to reconcile at period close. Vortex IQ detects and explains this; resolution is manual, with evidence and recommended steps. Reference: `ERP-GL-001` **Severity** medium · **Outcome** Run operations · **Fix status** Report only 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 reporting, is working with an incomplete customer base until this syncs. Vortex IQ detects and explains this; resolution is manual, with evidence and recommended steps. Reference: `ERP-CUST-001` #### Build your own automated fixes Turn any finding into an automated fix with a Vortex IQ workflow: **over 13,000 read and write operations across more than 200 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 **over 13,000 operations across more than 200 connectors** to automate the work in your own words. Changes follow your configured approval policy: the target, proposed change, affected records, risk, reversibility and verification plan are shown before execution. [Create a workflow](https://app.vortexiq.ai/workbench/flows/create?connector=sage) #### 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. | 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.