Sage Intacct imports AP bills from a CSV template through Accounts Payable, not from PDFs. Upload your PDF or image invoices here and get a clean CSV with vendor ID, bill date, due date, bill number, GL account lines, and amounts, ready to drop into the Sage Intacct AP bill import template.
Last updated June 2026
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Sage Intacct can load many AP bills at once from a CSV template, but only when each row matches the template and references a real vendor. The bills themselves arrive as PDFs and scans, so the slow part is converting each document into correctly formatted rows with the right vendor ID and GL accounts. That preparation is where the time goes.
The AP bill import reads a CSV laid out to the Sage Intacct template. PDF and image invoices have to be transcribed into that structure before Intacct will accept them.
Each bill has to reference a vendor that already exists in Sage Intacct by Vendor ID. A name printed on the invoice will not resolve, so the data has to be mapped to the vendor record.
The downloaded template ships with the correct headers for bill date, due date, bill number, GL account, and amount. A renamed header or a wrong date format stops the import.
Sage Intacct expects positive bill amounts; negative numbers cause problems across the AP subledger and the general ledger. Hand-keying credits and adjustments the wrong way is a common mistake.
On import you choose whether bills post live to the GL or load as historical to the AP subledger only. Picking the wrong type for a backfill throws off your opening balances.
At month-end, hand-keying a stack of supplier bills into the template is slow, and every retyped figure is a chance for a transposed amount or a missed GL line.
Sage Intacct 2026 Release 1 (February 13, 2026) added Sage Ai data extraction that reads a bill PDF and pre-populates a draft for approval, but the AP Automation capability is a subscription on top of core Intacct and is sold per company. If you are not on that tier, the CSV import is still your fastest bulk path.
InvoiceXLSX reads your PDF and image invoices with AI and exports the fields Sage Intacct needs as clean CSV rows. You add the vendor ID and GL account, line the columns up with the downloaded AP bill template, and import. No retyping, no rebuilding the layout for every vendor.
Upload native PDFs, scanned bills, or phone photos. The AI extracts vendor, bill number, dates, line items, tax, and totals from any layout.
Output arrives as structured columns that line up with the Sage Intacct AP bill import template, so values drop into bill date, due date, bill number, and amount.
Each line becomes its own row with description, GL account, and amount, exactly the structure a multi-line AP bill needs in Sage Intacct.
Process many invoices at once and export a single CSV so you can load many bills in one import instead of entering them one at a time.
Download a clean .csv that matches the AP bill template, with the bill number carried across each bill and its GL lines.
Invoices are processed over encrypted connections and deleted after extraction. Your supplier data is never sold or used to train public models.
From a folder of PDF invoices to posted AP bills in Sage Intacct.
Upload your PDF or image invoices to InvoiceXLSX. The AI reads each one and returns vendor, bill number, dates, line items, and totals as CSV rows, with the bill number repeated across each bill and its GL lines.
Tip: Batch the whole stack in one pass, then review the values against the originals.
In Sage Intacct, go to Accounts Payable then All then Bills, choose Import, and download the template so the correct headers are already in place. Paste your extracted data into the matching columns, add the Vendor ID and GL account for each line, and keep amounts positive.
Tip: Keep a simple vendor-name to Vendor ID lookup so mapping each bill takes seconds.
Save the file as CSV, open the Import option again, choose whether the bills load as live (posted to the GL) or historical (AP subledger only), upload the file, and run the import. Review any errors the validation flags, fix them, and the bills appear in AP.
Tip: Use live for current bills and historical for opening-balance backfills so the GL stays correct.
US businesses and finance teams on Sage Intacct that receive invoices as PDFs rather than ready-made CSV files.
Move a month of supplier bills into Sage Intacct in one CSV import instead of keying each one.
Keep the close on schedule by removing manual data entry from the AP bill workflow.
Backfill historical bills for a new client during an Intacct implementation and go-live.
Handle high bill volumes across dimensions without adding AP headcount.
Sage Intacct separates the import by subledger. Bills you receive from suppliers go in as AP bills under Accounts Payable and post to accounts payable, while invoices you raise for customers go in as AR invoices under Accounts Receivable. Both read a CSV laid out to a downloaded template, and the template ships with the correct headers, so most failed imports come down to a missing vendor ID, a negative amount, or a date in the wrong format. On import you also choose live or historical, which controls whether the bills post to the general ledger or load to the subledger only.
The step Sage Intacct cannot do for you out of the box is read the invoice. InvoiceXLSX converts each PDF or photo into the structured rows the AP bill template expects, including a line per GL account and a single bill number carried across those lines. Once your data is in that shape you add the vendor IDs, run the import, review the flagged rows, and post. For US businesses on Sage Intacct that means a faster month-end, fewer keying errors, and clean books without paying someone to retype bills all day.
Sage Intacct 2026 Release 1 (February 13, 2026) added native AI extraction, so you now have a few real options. Here is how they compare for a US AP team.
| Method | Reads the PDF? | Best for | Cost |
|---|---|---|---|
| Manual key into the AP bill template | No, you transcribe | A handful of bills a month | Free, but slow and error-prone |
| Native Sage Ai / AP Automation (2026 R1) | Yes, pre-populates a draft | Teams already on the AP Automation tier who want capture inside Intacct | Paid subscription on top of core Intacct, quoted by Sage |
| Third-party AP app (BILL, Rillion) | Yes, plus approvals and payment | Full AP workflow and vendor payments, not just data entry | Separate per-user or per-document subscription |
| InvoiceXLSX to CSV, then bulk import | Yes, any layout to template rows | Bulk loads and historical backfills, no add-on tier needed | Free tier to test, volume-based after |
If you already pay for AP Automation, Sage Ai capture is the natural fit for day-to-day bills. If you are not on that tier, or you need to load a large batch or backfill historical bills during an implementation, converting the PDFs to a template-ready CSV and running the bulk import is the faster, cheaper path.
Yes. Sage Intacct imports AP bills and AR invoices from a CSV template. For bills, go to Accounts Payable then All then Bills and choose Import. Intacct does not read PDFs directly, so you first convert your PDF or image invoices into the template format, then upload the CSV and run the import.
Go to Accounts Payable then All then Bills, choose Import, and download the template so the headers are correct. Add your extracted bill data, vendor IDs, and GL accounts to the columns, save as CSV, choose live or historical, upload the file, and run the import. Fix any flagged rows before posting.
No. The AP bill import reads a CSV laid out to the Sage Intacct template, not PDF or image files. To import PDF invoices, convert them to a template-ready CSV first. InvoiceXLSX extracts the vendor, dates, GL lines, and totals from each PDF so you can map them to the bill template.
Use the AP bill import under Accounts Payable then All then Bills. Download the template, put one GL line per row, repeat the bill number across the lines of a multi-line bill, reference each vendor by Vendor ID, keep amounts positive, save as CSV, and import. Choose live to post to the GL or historical for backfills.
The AP bill upload uses a CSV template, so save your Excel spreadsheet as CSV before importing. You can build the data in Excel, then export to CSV, or export directly to CSV from InvoiceXLSX, and load that file through the Import option in Accounts Payable.
Sage Intacct resolves the vendor by Vendor ID, not by the name printed on the invoice. Add the correct Vendor ID to each bill row before importing. Keeping a simple lookup of vendor name to Vendor ID makes mapping your extracted invoice data fast and reliable.
Live bills are imported and posted to the general ledger, so they affect your current financials. Historical bills are imported without posting to the GL and load to the AP subledger only, which is what you use for opening-balance backfills during an implementation so the GL is not double counted.
Common causes are a vendor ID that does not exist, a negative bill amount, a date in the wrong format, a missing GL account, or renamed template headers. Confirm each bill references a valid Vendor ID, amounts are positive, and the headers match the downloaded template exactly.
Yes, as of Sage Intacct 2026 Release 1 (February 13, 2026). Sage Ai reads an uploaded or emailed bill PDF and pre-populates an AP bill draft for your approval, with line-level PO matching and machine-learning duplicate detection. It is part of the AP Automation capability, a paid subscription on top of core Intacct, so it is not available on every plan by default.
The CSV bill import is built into Sage Intacct at no extra charge, so importing invoices yourself costs nothing beyond your existing subscription. Sage charges separately for the AP Automation tier that adds native AI capture, quoted by company and volume, and third-party apps like BILL or Rillion bill on their own per-user or per-document plans. Always confirm current pricing with the vendor.
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