API Integrations - General Documentation : Martus Solutions

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API Integrations - General Documentation

Martus Features by Integration - Integration Feature Matrix

Martus features for each integration are listed below, along with links to additional features and requirements documentation for each integration.

Please scroll down to see all integrations!

User documentation for file-based integrations can be found here. The File-Based Martus Features by Integration can be found here.

Martus Features	Sage Intacct	QuickBooks Online	QuickBooks Desktop	NetSuite
Features & Requirements Documentation	Sage Intacct	QB Online	QB Desktop	NetSuite
Sync Chart of Accounts, Dimensions & GL Activity	Yes	Yes	Yes	Yes
Drill Down to Transaction Detail	Yes	Yes	Yes	Yes
Transaction Detail includes 'Vendor' or 'Name' Columns	Yes	Yes	Yes	Yes
Drill Down to Attachments	Yes	No	No	Yes
Can Pull a Budget from the Accounting System into Martus (Martus Super Admins only)	Yes	Yes	Yes	Yes
Can Push a Budget from Martus into the Accounting System (bidirectional)	Yes	No	No	No
Can Export a Budget from Martus in an Optimized Format for Import	Yes	No	Yes (.IIF file)	No
Supports Statistical (non-financial) Accounts	Yes	No	No	Yes
Supports Multi-Currency	Yes	No*	No*	Yes
Supports Multiple Entities	Yes	One company file per Martus instance	One company file per Martus instance	Yes (with NetSuite OneWorld)
Multi-book Support	Yes	No	No	Yes
Cash Flow Forecasting and Projected Balance Sheet Module available with Premium Subscriptions	Yes	Yes	Yes	Yes
Standard Balance Sheet & Cash Flow Statement Reports available with Plus and Premium Subscriptions	Yes	Yes	Yes	No
Supported Dimensions	Class	Class	Class	Standard Dimensions: Class
	Customer	Customer/Project	Customer/Job	Customer
	Department	Location	Items	Project
	Employee	Department (only in Martus)	Department (only in Martus)	Vendor Subsidiary
	Entity / Location			Custom Segments
	Item			such as:
	Project			Program
	UDDs			Grant
	Vendor			Restriction
	Warehouse			Department

Martus Features	Sage 100	Financial Edge NXT	Business Central	Acumatica
Features & Requirements Documentation	Sage 100	FE NXT	Business Central	Acumatica
Sync Chart of Accounts, Dimensions & GL Activity	Yes	Yes	Yes	Yes
Drill Down to Transaction Detail	Yes	Yes	Yes	Yes
Transaction Detail includes 'Vendor' or 'Name' Columns	No	No	Yes	Yes
Drill Down to Attachments	No	No	Yes	No
Can Pull a Budget from the Accounting System into Martus	Yes	Yes	Yes	No
Can Push a Budget from Martus into the Accounting System (bidirectional)	No	No	No	No
Can Export a Budget from Martus in an Optimized Format for Import	Yes	Yes	Yes	No
Supports Statistical (non-financial) Accounts	Yes	Yes, as Transfer Accounts	No	No
Supports Multi-Currency	No	No	No*	No
Supports Multiple Entities	No	No	Yes, via MEM	No
Multi-book Support	No	No	No	No
Cash Flow Forecasting and Projected Balance Sheet Module available with Premium Subscriptions	Yes	Yes	Yes	Yes
Standard Balance Sheet & Cash Flow Statement Reports available with Plus and Premium Subscriptions	No	No	No	No
Supported Dimensions	Each sub-account from Sage 100 is a separate dimension in Martus	Fund	Martus can support whatever Business Central dimensions the customer uses, up to the Martus maximum of 8.	Company
		Department		Branch
		Cost Center		Sub-accounts (dimensionalized in Martus)
		Other Account Segments		Projects and Tasks
		Project		Projects and Tasks
		Grant
		T-Codes Class

Martus Features	Xero	MIP Cloud	Sage 300 with Cloud-Based (Web Screens)
Features & Requirements Documentation	Xero	MIP Cloud	Sage 300
Sync Chart of Accounts, Dimensions & GL Activity	Yes	Yes	Yes
Drill Down to Transaction Detail	Yes	Yes	Yes
Transaction Detail includes 'Vendor' or 'Name' Columns	Yes	Yes	No
Drill Down to Attachments	Yes	No	No
Can Pull a Budget from the Accounting System into Martus	No	No	No
Can Push a Budget from Martus into the Accounting System (bidirectional)	No	No	No
Can Export a Budget from Martus in an Optimized Format for Import	No	Yes	Yes
Supports Statistical (non-financial) Accounts	No	No	No
Supports Multi-Currency	No	No	No
Supports Multiple Entities	No	Yes	No
Cash Flow Forecasting and Projected Balance Sheet Module available with Premium Subscriptions	Yes	Yes	Yes
Standard Balance Sheet & Cash Flow Statement Reports available with Plus and Premium Subscriptions	No	No	No
Supported Dimensions	Martus can support whatever Xero tracking categories the customer uses, up to the Martus maximum of 8 dimensions.	Martus can support whatever segments MIP Cloud uses, up to the Martus maximum of 8 dimensions.	Martus can support whatever segments Sage 300 uses up to the Martus maximum of 8 dimensions. Martus does not support Optional Fields.

*If your accounting system is set to use multi-currency, you can integrate with Martus. Transactions will be in the base currency used in your general ledger.

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Smarty - Martus' MCP for AI Applications

In the tech world, MCP stands for Model Context Protocol, an open standard created to connect artificial intelligence applications securely to external data sources, local files, and tools. It works like a universal "USB-C port" for AI, allowing models like Claude, ChatGPT, and Copilot to interact with live software and databases without custom code for every single integration.

Smarty is Martus' application, and we have a few customers currently BETA testing!

Summary

The MCP connector unlocks your Martus data for the AI tools you already use — so you're never limited to analyzing it in isolation. Pull it into whatever AI platform fits your workflow, and combine it with the other systems that run your organization and that are specific to how you operate.

That means one thing: dashboards and reporting that finally bring everything together. Every KPI, chart, and summary in one place, built from the full picture of your organization — not just what lives in Martus.

Once the Smarty MCP connector has been enabled, the in-app Smarty chat bot is also enabled.

Setup Instructions

The specifics will vary by provider, but here are the generic instructions.

A Martus Admin must first provide consent to use AI in Martus. Navigate to Martus > Support, and click OK under Martus Intelligence Consent.
Find your Martus base URL (e.g. prod2, prod11, ca).
Open your MCP client (AI tool) of choice and create a new MCP Connection (often under “Apps” or “Connectors”).
If necessary, enable custom MCP connections.
Enter the URL: https://{your-url}.martus.app/mcp.
You’ll be redirected to sign into Martus.
Generate an API token if necessary.
You’ll be redirected back to the MCP client to finish setup.

To see an example, view this demo connection to ChatGPT.

Early Adoption

Contact your Martus business partner or Martus Support if you are interested in becoming an early adopter. MCP requires the capabilities of the Martus Connector (an API subscription included with Premium and optional with Plus subscriptions). We will activate if necessary for early adopters, but final pricing and packaging have not yet been determined.

Examples

Here are two examples of how you could use Smarty.

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API Integrations - General Documentation

Integration Documents - Sage Intacct

Integration Documents - QuickBooks (Online and Desktop)

Integration Documents - Microsoft Dynamics Business Central 365

Integration Documents - Financial Edge NXT

Integration Documents - NetSuite

Integration Documents - Sage 100

Integration Documents - Sage 300

Integration Documents - Xero

Integration Documents - Acumatica

Integration Documents - File-Based Integrations

Integration Documents - MIP Cloud