Sage Financials

PLEASE NOTE: Sage have recently announced as of the 31st December, 2020 they are withdrawing the Sage Financials Service. If you are an existing Sage Financials customer, please see our on-demand 'Life After Sage Financials' webinar here. Sage has replaced Sage Financials with their flagship cloud-accounting product, Sage Intacct. To watch a Sage Intacct demo, click here

What is Sage Financials?

Sage Financials (previously known as Sage Live), is part of Sage Business Cloud. Sage Financials is built on the Salesforce platform and is perfect for small to medium businesses looking to grow their business. A master of real-time accounting, the automated nature of Sage Financials frees up valuable staff time and encourages collaboration across the organisation. Businesses have access to real time data from the applications vital to their business, all in one place. Whether that be on their mobile phone, tablet or desktop.

Sage Financials features multiple powerful abilities, allowing you to automate many processes and tasks, freeing you up to focus on the value added tasks. The ability to access Sage Financials on multiple devices means you have more freedom than ever before.

  • Easy-to-use Accounting
  • Live dashboards and KPI scoreboards
  • Automatic feeds
  • Receive payments
  • Account Payables & Invoices
  • Always Connected with The Cloud
  • API

Read more about Sage Financials Features

Get Live with Sage Live

Sage Financials offers real time scoreboards and KPI's allow you to track your business performance as and when it happens. Allowing you to be proactive, not reactive.

Get connected with Sage Live

The days of silo working and miscommunication are over with Sage Financials. The integration of thousands of app's creates a one solution system across the organization.

Get Collaborative with Sage Live

The addition of chatter means you can stay in touch whenever and wherever you are. Ensuring commitments are met, you can post comments and follow the news feed.

Features & Advantages

What makes Sage Financials different?

  • Work as efficiently as possible by automating your processes.
  • Sage Financials has been built using the market leading Salesforce1 cloud platform. This means Sage Financials has been designed to work seamlessly, effortlessly and in the most flexible way possible.
  • Integrate with thousands of apps to create the ultimate cloud solution using the Salesforce AppExchange.
  • Say goodbye to manual reports, payments, invoicing and receipts. Sage Financials is all about automation.
  • Make use of constant, real-time analytics and flexible, insightful reporting.
  • Drive productivity across your business with the Chatter integration.

Get an advantage with Sage Financials

  • Access whenever, wherever. View and edit data, from any connected device in real-time.
  • Unite your favourite apps easily in one versatile cloud hub.
  • Automate processes with Bank Feeds, Approval Processes and Sales to Invoice Workflows to free up your team and avoid errors.
  • Keep everyone updated by sharing business newsfeeds, alerts, reminders and other important updates through Chatter.
  • Utilise current technology by providing your teams with the data the want, on the devices they want it on.
  • Connect multiple systems using the Salesforce API for streamlined business processes
  • Save time on routine tasks, giving you freedom and time to focus on what you do best.

Sage Financials Integrations

Built on the Salesforce1 platform, there are a number of integrations available  for Sage Financials. Whether you are a current Salesforce user, looking to add a seamlessly connected accounting package or have your own custom systems looking for an API integration, Sage Financials is a great option. Create invoices instantly by converting a Sales Opportunity or pull transactions down from your third party invoicing system. Sage Financials is flexible and easily accessible through the Salesforce1 Platform API.

Automatically scan in your Purchase Invoices or Expense Receipts and have them auto create in the system. Integrate your project management and keep control over your project from start to finish while keeping an eye on the finances too. The possibilities are endless. For more information about available integrations or to talk to us about a bespoke system you would like to integrate get in touch.

Sage Financials Pricing

Sage Financials is built to be tailored perfectly to you and your business. We know that not every user needs the same thing from the system and this is reflected in our Sage Financials pricing.


Sage Financials Support

You should want to call us, but hopefully never need to so, we hand pick our support heroes for their love of problem solving and their passion for customer service.


Sage Financials Training

To ensure your organisation gets the most from all Sage Financials has to offer, itas has developed a wide range of courses that can be tailored to suit your individual needs.