Sage
Seamlessly connect your Sage account to automate invoice sync, ledger creation, and payment tracking across platforms—saving time and improving accounting accuracy.
Key Features
Configure Sage credentials to activate secure integration
View and manage ledger accounts directly from your dashboard
Generate sales invoices and sync them instantly to Sage
Auto-record payments in Sage when tracking is enabled
Assign ledger accounts while creating invoices
Effortless Invoicing with Seamless Sage Sync
The Sage Add-On transforms how your organization handles invoicing. After securely syncing with your Sage account, you can create and manage invoices right within your platform. These invoices are not only saved internally but also automatically reflected in your Sage account—eliminating the need for duplicate entry. You can generate invoices in just a few clicks and keep all transactions perfectly aligned between systems. This integration dramatically speeds up your billing process and reduces human error in financial documentation.
Real-Time Ledger Management from Your Platform
Once you configure your Sage credentials—including Client ID, Secret, and Callback URLs—the Sage page in your platform becomes active. It provides access to your entire ledger structure pulled directly from Sage. You can even create new ledger accounts from within the platform, and they’ll be reflected in Sage in real time. This centralization simplifies financial management, giving your team direct access to Sage accounts without needing to switch platforms or deal with disconnected records.
Invoice-to-Payment Flow with Auto Entry
As soon as an invoice is paid, this add-on takes care of logging the payment in Sage—automatically. This ensures that both systems remain in sync without requiring manual follow-up. During invoice creation, you can also select the appropriate Sage ledger from a dropdown, which ties the transaction directly to the right account. By automating these steps, your business reduces administrative overhead, minimizes accounting discrepancies, and builds a streamlined invoicing-to-payment cycle.
Full Description
Sage Integration Add-On for Webenoid SaaS
The Sage Add-On offers complete accounting automation by integrating your platform with Sage—your go-to financial system. Once connected through a secure credentials setup, you can manage invoices, ledgers, and payment records without leaving your dashboard.
Generate and sync invoices in real-time, access and create ledger accounts, and automate payment logging—all within a single interface. This integration ensures your business processes are tightly connected, efficient, and audit-ready. Designed for businesses that need real-time accuracy and streamlined finance operations, the Sage Add-On helps you maintain financial clarity while saving valuable time.