Before you begin

Work with your partner or Professional Services to start the subscription process. If you're a direct Sage Intacct customer, contact your account manager. These resources can help you determine which payment service works best for your business needs and guide you through the setup process.

What to expect

To enable Supplier Payments powered by CSI, you need to register with CSI, complete CSI's "know your customer" onboarding process, and an authorized signer for your organization must sign CSI's terms of service.

After you initiate the setup process in Sage Intacct, your designated contact will receive an email from CSI that contains a link to continue onboarding. You'll be asked to provide the information described in the checklist below. Checklist information that you enter is stored in CSI's systems and processed by CSI. You can find CSI's privacy policy, including processing and data retention periods, on the Configure Supplier Payments powered by CSI page in Intacct.

If you need help with completing the onboarding application, select the phone icon at the bottom of the page to contact a CSI salesperson for support. You can also email CSI at sageapp@corporatespending.com or call 855-826-0274.

After you complete the onboarding application, CSI evaluates the information in accordance with its "know your customer" and eligibility programs. After CSI has completed this step, CSI will either send its terms and conditions for electronic signature or not approve your application. See CSI account criteria for information on why CSI might not approve your application.

Gather company information

We put together a list of the information that you'll be asked to provide to CSI to complete the onboarding application.

Verify that your business meets CSI's account criteria.
Category Details
Basic company information

General information

  • Company full legal name

  • Phone number and type

  • Primary address

  • Company website

Contact information

  • Billing contact name

  • Billing contact address

  • Billing contact phone number

  • Primary contact name

  • Primary contact email address

  • Primary contact phone number

Company structure

  • Federal Tax ID

  • Description

  • Source of income

  • NAICS code

  • Years in business

  • Type of business organization

Company ownership details

For individuals owning 25% or more interest in the company.

This includes:

  • Beneficial owner

  • Control person

  • Authorized signer

Personal information

  • Full name

  • Percent ownership

  • Last 4 digits of SSN

  • Phone number

  • Date of birth

  • Email address

  • Home address

Identification Details

  • ID type

  • ID number

  • State of issuance

  • Expiration date of ID

  • Copy to upload
Bank reference details

They'll ask for a reference for your company's bank.

  • Bank name

  • Bank contact name

  • Phone type

Have documents ready to upload

  • Copies of owners' identification

  • W-9 form

  • Two types of business verification:

    • Certificate of Good Standing with the Secretary of State (Required)

    • Business license

    • Articles of Incorporation or Organization