Work with entities and consolidated reporting in Sage Intacct via API

Steps

1. Authenticate using an XML gateway session (POST to https://api.intacct.com/ia/xml/xmlgw.phtml with a <sessionid> request) or obtain a REST bearer token via the Sage Intacct REST API OAuth2 flow on developer.sage.com/intacct.
2. Query entities in the company using the XML API <read> operation on the ENTITY object, or via the REST query service at the developer portal, to retrieve entity IDs, base currencies, and consolidation book memberships.
3. Create or update a consolidation book via the XML API <create> or <update> operation on CONSOLIDATIONBOOK, specifying the book ID, reporting currency, elimination entity, and the list of entity IDs to include.
4. Run consolidation for a period by calling the <consolidate> function against the book, then poll for completion status using <get_list> on CONSOLIDATION to check the consolidation run's status field.
5. Pull consolidated financial reports using the <get_report> function with the report type (e.g., CONSOLIDATEDBALANCESHEET or CONSOLIDATEDINCOMESTATEMENT) and the consolidation book ID as parameters.
6. For REST-based integrations, use the query service endpoint on developer.sage.com/intacct to retrieve consolidation ownership entity records and book membership, noting that new features are released via REST only as of 2025.