Applicable to the following Sastrify plans:

* Legacy includes all plans signed prior to November 1, 2023 and labelled as "Starter", "Advanced", "Professional" or "Enterprise".

** The Netsuite and Sage Intacct integrations are not available for the Essential plan.

You can easily discover which subscriptions your teams are using, and thus paying for, with just a few clicks. This is possible if you are using any of the following software: Netsuite, Xero, Quickbooks, Sage, Freshbooks, Microsoft Dynamics, Zohobooks or Sage Intacct. 

Once the connection is enabled, it will automatically generate a list of subscriptions that your company is currently using, and display the amount spent on these subscriptions up until the point when the integration was established. The integration will continue to update the spend on a daily basis.

To activate the connection, go to your Settings > Discovery, and follow the instructions after selecting the software you want to connect to.

Take into account that only the admin of the accounting tool and the Sastrify Admin can activate these. 

You are able to connect multiple accounts to your integration, whether it is Netsuite, Xero, Quickbooks, Sage, Freshbooks or Zohobooks, so it does not have to be a single account for your organisation.

Please note that the processing of uploaded documents can take up to three working days.

What data does Sastrify pull?

When an integration is set up with one of these tools: Netsuite, Xero, Quickbooks, Sage, Freshbooks, or Zohobooks, it will retrieve three data points on a daily basis: 

• Bills,
• Direct Costs,
• And their related suppliers/vendors

Bills are recurring costs that contain details such as:

• The date and time when the bill was recorded in the accounting system
• The amount of the bill and its currency
• The supplier from whom the bill was received
• The line items indicating what the bill is for

Direct costs are one-time purchases that include:

• Upfront payments for an item
• Cash refunds from suppliers for returned items
• Writing a check

Sastrify uses these data points to automatically generate discovered subscriptions for newly discovered tools and spend information. Here's how:

• With the supplier info, it creates a list of discovered subscriptions from different SaaS suppliers or vendors by mapping the initial findings against our vendors listed in our database. If we get subscriptions we haven't discovered yet, we create a subscription under the Discovered Tools tab and attach the detected spend.

  
  

  

• If the tools are already listed as part of the active subscription list (Company Tools), the integration will not create duplicates, and only update the spend tab of the subscriptions. If there are tools that are not in our vendor database, they will fail the matching process and the integration will not add them to the list or the "Discovered Tools" page.
  
  
•  From bills and direct costs, Sastrify will populate the spend and pull attachments or invoices (if available).
  • It will create spend line items in the platform based on bill information such as date, amount, and currency.
  • if an actual invoice file is available, the integration also gets it as part of the data synchronization. A bill without an attachment is still considered valid.

Once they are successfully pulled into Sastrify, both bills and direct costs are available to you under the "Spend" tab (Type: Automated Import). 

If there is an invoice or attachment associated with a spend item, the name of the spend item will appear as a hyperlink, allowing access to the actual document.

You might find these articles and videos relevant:
• Pleo Zapier Integration: how to establish and work with it
• Single Sign-On (SSO): What it is and what it does
• Discovered Tools Tab
• What Sastrify can do for Tool Owners (VIDEO)
• Accounting Integrations and their benefits (VIDEO)