Sage Accoutning

Sage Accounting lays a strong focus on automation, reporting, ease-of-use, and seamless management of transactions, so users can spend less time on admin and more on growing their business.

Inventory Management

Sage Accounting includes robust inventory management tools. You can upload products quickly, set pricing, organize items into categories, and track quantities in real time.

Set minimum re-order levels and receive out-of-stock warnings to protect working capital. The platform also generates meaningful reports on best-selling products and supports non-stock items or services.

Multi-Currency

A clear view of your accounts starts with a workflow that fits your business. Bring invoices, expenses and financial reports together, then review the details that matter to your team.

AutoEntry

Sage integrates with AutoEntry to automate data entry, making it faster and more accurate. Instead of manually typing receipts or invoices, you can upload documents via drag-and-drop or capture images with your phone.

A clear view of your accounts starts with a workflow that fits your business. Bring invoices, expenses and financial reports together, then review the details that matter to your team. Compare the available tools, try the everyday tasks yourself and choose a setup you can maintain as your business grows.

Bank Reconciliation

Bank reconciliation in Sage is automated to save hours of admin work. The platform matches uploaded receipts and invoices with bank transactions, helping you control cash flow and reduce errors.

You can set rules for incoming and outgoing transactions, create bulk transactions, and import files directly from AutoEntry or your bank. Filters and search tools make it simple to find and match transactions.

Accounts Receivable & Payable

Sage Accounting helps small businesses stay on top of both money coming in and going out with automated accounts receivable (AR) and accounts payable (AP) features.

• Accounts Receivable: Sage’s AR automation lets you create, send, and track invoices automatically. Payments are recorded in real time, and the system updates your accounts receivable report so you always know who owes you and by when.

• Accounts Payable: Sage’s AP automation streamlines expense and supplier management. You can upload or email purchase invoices, and AI automatically extracts details to create pre-populated drafts for approval.

Connected tools can reduce repeated work across your business. Before enabling a connection, review which records it shares, how often information updates and who can access it. Test the connection with a small set of sample records.

Some notable integrations include:

• Zapier: Connect Sage Accounting with over 4,000 apps like Google Workspace, Shopify, HubSpot, Slack, and WooCommerce. This integration allows you to automate repetitive tasks and build workflows without any coding.
• Stripe: Enables seamless payment collection directly from invoices. Customers can pay using “Pay Now” options, helping businesses receive payments faster while keeping all transactions synced.
• Syft Analytics: Adds advanced financial reporting with interactive dashboards, forecasts, and budgets.
• DocLink: The only Sage-endorsed document management and process automation solution. DocLink helps businesses store, search, retrieve, and securely share documents while automating workflows and minimizing errors.

Consider how your team will learn the software and get help when questions arise. Explore the help centre, check the support channels and look for examples relevant to your business. An effective onboarding process should make everyday tasks clear and give you a reliable way to solve problems as your needs change. Consider how your team will learn the software and get help when questions arise.

Consider how your team will learn the software and get help when questions arise. Explore the help centre, check the support channels and look for examples relevant to your business. An effective onboarding process should make everyday tasks clear and give you a reliable way to solve problems as your needs change.

Dashboards are one of Sage’s strong points. They provide a clear view of all important financial metrics. Reports are easy to access and can be customized, which is useful for tracking performance over time.

Consider how your team will learn the software and get help when questions arise. Explore the help centre, check the support channels and look for examples relevant to your business. An effective onboarding process should make everyday tasks clear and give you a reliable way to solve problems as your needs change.