Detailed Description

Sage Expense Management automates expense tracking, receipt collection, credit card reconciliation, and compliance for businesses. Employees can submit receipts via text, email, or mobile app, and the system uses AI and OCR to extract and code data, match transactions, and sync with accounting software. It supports real-time spend visibility, automated approvals, and ACH reimbursements (US only).

Key Features

• Text-to-expense: real-time receipt submission via text message
• OCR and AI-based data extraction and coding
• Automated credit card reconciliation
• Real-time spend notifications and visibility
• Automated compliance and policy enforcement
• ACH reimbursements (US only)
• Two-way integrations with major accounting platforms (QuickBooks, NetSuite, Xero, Sage Intacct, Sage 300 CRE, Sage 50)
• Approval workflows and mobile approvals
• Budget configuration and spend tracking
• Multi-entity and multi-currency support
• Centralized storage for audit readiness
• Mobile app and web app access
• Copilot AI for spend insights

Key Benefits

• Automates receipt collection and expense tracking
• Reduces manual work and errors
• Speeds up month-end close and reimbursements
• Provides real-time visibility into employee spend
• Ensures compliance with automated policy checks
• Integrates with existing business credit cards (Visa, Mastercard, Amex, virtual cards)
• No need to switch cards or change existing workflows
• Personalized onboarding and 24/7 support

Use Cases

• Automated expense tracking and reporting
• Credit card reconciliation
• Employee reimbursements
• Travel and mileage expense management
• Multi-entity and multi-currency expense management
• Budgeting and spend control
• Audit readiness and compliance

Documentation

Who Is It For

• Businesses of all sizes seeking to automate expense management
• Finance teams needing real-time control and faster month-end closing
• Employees wanting easy expense tracking and timely reimbursements
• Industries including construction, non-profits, technology, professional services, healthcare, religious institutions, real estate, media, fintech, infrastructure, and small/mid-market businesses

Requirements

• ACH reimbursements available for US only
• Business credit cards for real-time feeds
• For business plan: 24/7 support and dedicated account manager

Call to Actions

Detailed Description

Sage 50 Cloud is an easy-to-use accounting solution for small business owners and in-house bookkeepers. It streamlines invoicing, expense tracking, payroll, inventory management, and complex financial reporting. The cloud edition provides full online access, automatic updates, secure backups, and real-time collaboration.

Key Features

• Cloud-based access (PC, Mac, tablet, mobile)
• Invoice and bill tracking
• Purchase order and approval
• Expense management
• Automated bank reconciliation
• Reporting and analytics
• Inventory management with serialized tracking
• Cash flow management
• Job management and advanced job costing
• Payroll processing (add-on)
• Fraud protection with Sage Security Shield
• Role-based user permissions (Quantum plan)
• Order process workflow and project management (Quantum plan)
• Audit trails (Premium and Quantum plans)
• Microsoft 365 integration
• Multi-company consolidation (Premium and Quantum plans)
• Advanced budgeting and reporting (Premium and Quantum plans)
• Workflow management (Quantum plan)

Key Benefits

• Access from anywhere, on any device
• Real-time, multi-user collaboration
• Automatic updates and backups
• Enterprise-grade security
• Streamlined accounting and automation
• Inventory and job cost tracking
• Detailed, customizable reporting
• Integrated payroll module
• Reduced IT maintenance costs
• Dedicated customer support and migration assistance

Documentation

Who Is It For

• Small businesses
• In-house bookkeepers
• Small business owners
• Businesses seeking scalable, reliable accounting solutions

Requirements

• Minimum one-year commitment
• Valid credit card and Internet access
• Subscription requires being on the most current version

Detailed Sections

Supporting Resources

Call to Actions

Detailed Description

Sage 300 Construction and Real Estate is a comprehensive management software for construction and property management, offering tools for project management, service operations, document management, business visibility, and real estate management. It is scalable and highly regarded in the industry.

Key Features

• Service operations management
• Business visibility and custom reporting
• Document management with audit trails
• Project management with risk identification
• Service management (dispatch, preventive maintenance, billing)
• Real estate management (lease tracking, communications, flexible options)
• Integration with Sage Field Operations for field tracking
• Add-ons like MyAssistant and Office Connector for advanced reporting
• Sage Paperless Construction for document control
• Sage Construction Management for all-in-one project workflows
• Over 1,400 prebuilt report formats and custom report creation

Key Benefits

• Total project visibility
• Streamlined complex project management
• Improved risk management for subcontractors and vendors
• Custom reporting and real-time collaboration
• Seamless connection between field and back office
• Enhanced document control and audit trails
• Optimized service operations and customer service
• Dynamic lease management for property managers
• Integration with mobile and cloud capabilities

Use Cases

• Managing construction projects from planning to completion
• Tracking and optimizing service operations and dispatch
• Maintaining and managing real estate properties and leases
• Custom and prebuilt reporting for business insights
• Document management and compliance
• Connecting field staff with back office for real-time updates

Documentation

Who Is It For

• Contractors
• Developers
• Property managers

Detailed Sections

Supporting Resources

Call to Actions

Detailed Description

Sage Timeslips provides reliable, flexible, and accurate time and billing management for professional service firms. It enables users to track time and expenses, customize invoices, access advanced reporting, and integrate with popular accounting and payment platforms.

Key Features

• Multiple time and expense entry methods
• Automatic rate assignment
• Customizable invoices (including LEDES 98B and Litigation Advisor formats)
• 120+ built-in reports and custom report writer
• Undo multiple bills
• Client funds management
• Email receipts to clients
• Fee allocation
• Custom fields
• Built-in AI assistance (Sage Ally)
• Works offline (Premium)
• Remote access
• In-product and online training

Key Benefits

• Capture more billable time and get paid faster
• Track and bill from anywhere (desktop, mobile, cloud)
• Customize invoices and billing formats (including legal-specific formats)
• Access over 120 prebuilt reports and custom report writer
• Make quick edits to bills or reports without service delays or fees
• Integrate with popular accounting and payment platforms
• Flexible deployment: desktop, web, or fully cloud-based

Documentation

Who Is It For

• Law firms
• Accountants
• Consultants
• Engineers
• Other professional services firms
• Solo, small, and mid-sized firms

Requirements

• Timeslips Premium requires desktop installation.
• Timeslips Anywhere is fully cloud-based and requires no installation.
• LEDES & Litigation Advisor formats require third-party subscription.

Detailed Sections

Supporting Resources

Call to Actions

Detailed Description

Sage Fixed Assets provides comprehensive tools to capture, track, and maximize the value of fixed assets. It supports the entire asset lifecycle from acquisition to transfer to disposal, offering modules for depreciation, planning, tracking, and reporting. The solution is designed to simplify asset management and accounting, ensure compliance, and deliver valuable business insights.

Key Features

• Depreciation management with 50+ depreciation methods
• Project planning for unlimited projects of any type or size
• Asset tracking to prevent loss and overpayment
• Customizable reporting for business needs
• Annual tax compliance updates
• Custom depreciation methods and reports
• Barcode tracking and physical inventory management
• Integration with leading ERP and accounting solutions
• Cloud hosting option for remote access
• Bulk asset import and editing
• Support for both tangible and intangible assets

Key Benefits

• Organize and track assets throughout their lifecycle with complete visibility
• Maximize tax savings and stay compliant with IRS regulations
• Gain valuable insights with budgeting, cost tracking, and scenario-based depreciation projections
• Know true asset value and avoid risks like ghost/zombie assets, fraud, and overpayment
• Reduce time spent on asset tracking and reporting
• Lower insurance costs and avoid regulatory non-compliance fines

Documentation

Who Is It For

• Businesses of all sizes (small, medium, large)
• Organizations needing to manage tangible and intangible fixed assets
• Industries with complex asset management needs (e.g., healthcare, manufacturing, nonprofits, government, etc.)
• Companies seeking to improve tax compliance and reporting
• Organizations using ERP/accounting systems needing advanced fixed asset management

Detailed Sections

Call to Actions

Detailed Description

Sage Ai delivers AI-powered solutions for finance and operations, automating routine accounting tasks, providing real-time business insights, and supporting better financial management. It is designed to be embedded into business workflows, saving time and increasing productivity for finance teams and business leaders.

Key Features

• AP automation: Cuts invoice processing time by over 50%
• General ledger outlier detection: Reviews 15+ million transactions per week to catch errors before posting
• Sage Intelligent Time: Automates time tracking and recovers up to $10,000 per employee annually
• Sage Copilot: Generative AI business assistant for actionable insights and automating month-end close
• Embedded AI in day-to-day workflows
• Combines in-house and trusted third-party AI models (generative AI, machine learning, agentic technologies)
• Continuous monitoring for mistakes, patterns, and opportunities

Key Benefits

• Automates routine accounting and finance tasks (e.g., invoice processing, time tracking, month-end close)
• Detects errors and unusual transactions quickly
• Provides real-time, data-driven business insights
• Boosts productivity and efficiency
• Supports compliance with global privacy and AI regulations
• Enables smarter, faster decision-making
• Recovers revenue by capturing more billable hours
• Reduces manual effort and surfaces key insights

Use Cases

• Automating invoice processing and accounts payable
• Detecting and correcting general ledger errors
• Automating time tracking for billable hours
• Automating and accelerating month-end close
• Providing real-time business and financial insights
• Flagging regulatory issues and anomalies

Documentation

Who Is It For

• Small and medium businesses
• Accountants
• Finance teams
• Business leaders
• Controllers

Detailed Sections

Supporting Resources

Call to Actions

Detailed Description

Sage Payments and Banking provides businesses with tools to accept online payments, make vendor payments, connect bank feeds for automated reconciliation, and manage cash flow. The solution integrates with Sage's suite of accounting and ERP products, supporting secure, real-time payment processing and flexible payment options.

Key Features

• Accept online payments (via Stripe and PayPal)
• Make secure vendor payments
• Connect and automate bank feeds
• Automated bank reconciliation
• Create invoices with Pay Now button
• Pay staff accurately and on time
• Manage cash flow, income, expenses, and payments
• Set up recurring invoices and transactions
• Track customer accounts and provide transaction details
• Automate purchase order procedures
• Customizable reporting and dashboards

Key Benefits

• Get your time back
• Manage your cash flow
• Streamline reconciliation
• Take control of your finances
• Get paid faster with ease
• Increase your productivity
• Get flexible payment methods

How It Works

Documentation

Who Is It For

• Small businesses
• Medium businesses
• Accountants & bookkeepers
• Businesses seeking to automate payment and banking processes

Requirements

• Sage software account
• Bank account for bank feed integration
• Stripe or PayPal account for online payments (optional)

Detailed Sections

Call to Actions

Detailed Description

Sage Intacct is the #1 finance AI software trusted by 30,000+ finance teams. It offers AI-powered accounting with real-time visibility across your full operation in one single source. It is a cloud-based solution that automates financial management, planning, HR, and payroll, and is designed to scale with growing and mid-sized businesses.

Key Features

• Finance Intelligence agent: generative AI assistant for instant answers, variance analysis, and real-time insights
• Shared dashboards and reporting: hundreds of multi-dimensional reports and dashboards
• Multi-entity accounting: manage and consolidate 100s of entities across currencies and geographies
• Close agent: tracks close tasks, flags issues, and guides month-end close
• Financial Assurance agent: real-time anomaly and error detection in journal entries
• AP Automation agent: automates bill entry, vendor matching, PO matching, and duplicate detection
• Time agent: auto-populates timesheets from meetings, emails, and docs
• Payroll and HR: pay employees across all 50 states with automated tax compliance, unified payroll, HR, and financials
• Intuitive budgeting: real-time budget vs. actual spend tracking
• Integrations: native Salesforce integration, open APIs, Sage Intacct Data Flows, and 350+ marketplace integrations
• Automatic updates
• Marketplace for add-on solutions
• General Ledger Outlier Detection
• Interactive reporting tools

Key Benefits

• Close books up to 90% faster
• 2.5x ROI in months, up to 5x ROI over time
• 350+ integrations
• Real-time visibility and insights
• Automated, AI-powered accounting and finance processes
• Multi-entity and multi-currency consolidation in minutes
• Scalable and flexible to grow with your business
• Annual subscription model

Documentation

Who Is It For

• Growing organizations (typically 20+ employees)
• Mid-sized companies
• Businesses with over $4 million in annual revenue
• Industries including construction, financial services, healthcare, hospitality, manufacturing, nonprofits, professional services, retail, SaaS & subscription, wholesale distribution, and more

Supporting Resources

Call to Actions

Detailed Description

Sage HR helps businesses manage and engage their workforce wherever they are. It centralizes HR data, automates administrative tasks, and provides tools for leave management, performance, scheduling, timesheets, expenses, and recruitment. The platform is accessible via web and mobile app.

Key Features

• Core HR and leave management
• Performance management (goals, 1-to-1s, 360 feedback)
• Shift scheduling (flexible, online, mobile)
• Timesheets (online, pre-filled with time-off data)
• Expenses (mobile receipt capture, multi-currency, permissions)
• Recruitment (applicant tracking, interview scheduling, analytics)
• Centralized document storage
• Mobile app (iOS and Android)
• Reporting and analytics
• HR Advice (Basic and Essentials powered by Mineral)
• Onboarding

Key Benefits

• Automates HR processes and reduces administrative burden
• Improves employee engagement and experience
• Centralizes employee data and documents securely in the cloud
• Mobile access for employees and managers
• Customizable modules to fit business needs and growth
• Easy onboarding and integration
• Supports compliance with HR Advice modules

How It Works

Documentation

Who Is It For

• Small to medium-sized businesses (up to 250 employees)
• Companies seeking to automate and simplify HR processes
• Businesses wanting modular, scalable HR solutions
• Organizations with flexible, remote, or shift-based workforces

Requirements

• Business email and company details for signup
• Subscription required after free trial for continued use

Detailed Sections

Call to Actions

Detailed Description

Sage 300 is a customizable business management solution that helps companies automate and manage their accounting, operations, and distribution processes. It is particularly suited for businesses with complex needs such as multi-entity, multi-currency, and multi-location operations.

Key Features

• Finance tools: Cloud-enabled, multi-entity, multi-currency, multi-lingual financial management
• Sales order management: Automate purchase orders, manage sales cycle, contractor/subcontractor time and expenses, Outlook integration
• Inventory tools: Multi-location inventory tracking, auto-generation of serial and lot numbers, detailed inventory records
• Integrated payments: Process credit and debit transactions, supports PayPal, Stripe, and Paya
• Sage HR (optional): Employee self-service, onboarding, HR automation, actionable insights
• Sage Data & Analytics: Business Intelligence toolkit for financial and operational reporting
• Add-ons and ISV extensions: Custom reporting, advanced data insights, payments, manufacturing, and distribution
• Sage CRM integration: Customer relationship management

Key Benefits

• Streamlines accounting, operations, and distribution processes
• Automates financial management and reconciliations
• Reduces complexity for international business with multi-currency and multi-lingual support
• Simplifies inventory management across multiple locations
• Integrates with existing tools and future-proofs business growth
• Flexible deployment options, including cloud via Sage Partner Cloud
• Improves operational efficiency and reduces IT costs

Documentation

Who Is It For

• Midsize businesses
• Companies with multiple entities and locations
• Businesses operating internationally (multi-currency, multi-lingual needs)
• Organizations needing advanced inventory, sales, and vendor management

Detailed Sections

Supporting Resources

Call to Actions

Detailed Description

Sage Intacct Planning is a cloud-based financial planning and budgeting software designed to automate and streamline the budgeting process, reduce reliance on spreadsheets, and provide real-time collaboration and insights for organizations.

Key Features

• Cloud-based business planning and budgeting
• Real-time collaboration
• Spreadsheet-like formulas and intuitive pre-built functionality
• Driver-based models
• What-if scenario modeling
• Rolling forecasts
• Reporting and data visualization
• Multi-versioning for scenario planning
• Unlimited scenarios with option to merge with current budget
• Allocations handled within the solution (no need for Excel)
• Multiple editors per budget
• Ability to share budgets with non-licensed users (with future changes planned)
• Seamless integration with Sage Intacct Core Financials
• Syncs financial data and dimensions from any ERP

Key Benefits

• Eliminates spreadsheet headaches and manual work
• Enables real-time collaboration across the organization
• Provides a complete, accurate financial picture for better decision-making
• Reduces budgeting and forecasting time and effort by 50%+
• Quick to deploy and easy to learn
• Supports faster course corrections with driver-based models and what-if scenarios
• Ensures every plan and forecast uses current and accurate data

Documentation

Who Is It For

• Finance teams
• Operational users
• Organizations seeking to modernize planning and budgeting
• Businesses using Sage Intacct Core Financials or any ERP

Requirements

• Sage Intacct Planning is sold separately and requires a separate user license from Sage Intacct Business User licenses.

Detailed Sections

Supporting Resources

Call to Actions

Detailed Description

Sage HRMS helps organizations cut down on administrative tasks, stay compliant with regulations, and build strong relationships with employees. It covers the full employee lifecycle, from recruiting and onboarding to performance management and payroll.

Key Features

• HR Core: Centralized management of employee data, automation of HR processes, analytics
• Employee and Manager Self-Service: Update personal info, request time off, view payroll, manage direct reports
• Payroll Processing: Customizable payroll process map, US and Canadian payroll, compliance, reporting
• Time and Attendance: Automated timekeeping, scheduling, overtime control, integration with payroll
• Benefits Administration: Customizable plans, open enrollment management, ACA compliance, carrier communication
• Recruiting and Onboarding: Job board/social media integration, candidate tracking, electronic onboarding
• Performance Management: Self and manager reviews, automated notifications, process monitoring
• Training Management: Configure and track training, online portal, reporting, certification management
• Analytics and Reporting: Hundreds of reports, custom dashboards, data visualization, secure sharing

Key Benefits

• Reduces manual HR effort and improves data accuracy through automation
• Centralizes all employee data for easy access and smarter decision-making
• Ensures compliance with US and Canadian federal and state/provincial rules and reporting requirements
• Provides secure, role-based access to workforce insights
• Highly customizable to fit unique organizational needs
• Empowers employees and managers with self-service portals
• Integrates with Sage 100 and 300 Payroll for seamless data flow
• Offers flexible deployment, including cloud hosting options

Documentation

Who Is It For

• Organizations seeking an on-premise HR management solution
• Businesses in the US and Canada needing compliance with federal and state/provincial regulations
• Companies looking to automate and centralize HR, payroll, benefits, and workforce management
• HR teams wanting to empower employees and managers with self-service capabilities

Detailed Sections

Supporting Resources

Call to Actions

Detailed Description

Sage 100 is an ERP platform designed to help small and medium businesses automate and streamline their financials, operations, payroll, and more. It offers a single solution for productivity, clarity, and compliance, with intuitive setup and scalability as businesses grow.

Key Features

• General Ledger
• Accounts Payable
• Accounts Receivable
• Bank Reconciliation
• Credit Card Processing
• E-Invoicing
• Automated tax table updates and payroll deduction calculations
• Certified Payroll Reports generation
• Sensitive data protection
• PTO and sick leave tracking
• Job Cost labor updates without running payroll
• Crystal Reports for custom reporting
• Sage Intelligence Reporting
• Business Insights Explorer, Reporting, and Dashboard
• Microsoft Office Link for document automation
• Custom Office for UI personalization
• Paperless Office
• Integration with third-party applications
• Warehouse and distribution management
• Manufacturing productivity optimization
• Supply chain collaboration and financial management
• Real-time visibility into financials and inventory
• Improved working capital management
• Faster supplier response times
• Single source of truth across teams

Key Benefits

• Automates processes and creates single-motion workflows
• Provides total visibility into business operations
• Cost-effective and easy to use
• Scalable to support business growth
• Minimizes risk with compliance and reliability
• Covers tax and legal administration
• Supports remote work and cloud migration
• Access to real-time actionable data

Use Cases

• Automating financial and operational workflows
• Managing payroll and time tracking
• Generating business insights and custom reports
• Customizing and integrating ERP with other business tools
• Optimizing distribution and manufacturing operations
• Enhancing supply chain intelligence and collaboration
• Supporting remote work and cloud-based operations

Documentation

Who Is It For

• Small businesses
• Medium businesses
• Manufacturing companies
• Wholesale and distribution businesses
• Financial services
• Retail businesses
• Other industry-specific organizations seeking business management software

Detailed Sections

Call to Actions

Detailed Description

Sage X3 is a comprehensive ERP (enterprise resource planning) software that helps businesses manage their finances, operations, and supply chain, improving efficiency, profitability, and agility. It is highly customizable and scalable, supporting multi-country and multi-legislation operations.

Key Features

• Production management (BOM planning, shop floor control, quality control, project management)
• Supply chain management (purchasing, inventory management, sales management, customer service)
• Financial management (budgets and accounting, fixed assets, financial reporting, multi-currency, multi-tax, multi-company, AP automation with AI)
• AI-powered finance with Sage Copilot (invoice extraction, anomaly detection, learning from corrections)
• Collaboration across multiple sites and companies
• Role-based, personalized workspaces and dashboards
• Optimized mobile experience with personalized layouts
• Configurable and extensible to adapt to unique operations
• Integration with connected apps and marketplace solutions

Key Benefits

• Increased visibility and control over business operations
• Improved decision-making with actionable data and insights
• Reduced costs and increased profitability
• Enhanced customer satisfaction
• Improved compliance with local and global regulations
• Flexibility and scalability to support business growth
• Customizable to meet evolving business needs
• Real-time global visibility and local compliance

Documentation

Who Is It For

• Midsize and enterprise businesses
• Manufacturing companies (process and discrete)
• Distribution companies
• Business services
• Food and beverage industry
• Chemical industry
• Service organizations

Call to Actions

Detailed Description

Brightpearl is a comprehensive Retail Operating System that automates and optimizes retail operations for merchants and wholesalers. It offers automation of order fulfillment, inventory management, shipping, accounting, and more, allowing businesses to focus on growth and innovation.

Key Features

• Automation Engine for order fulfillment, inventory, shipping, and accounting
• Advanced inventory planning and sales forecasting
• Retail analytics with KPIs and industry benchmarks
• Plug & Play integrations with major e-commerce, accounting, and shipping platforms
• 24/7 expert support and consulting
• Bespoke onboarding and training
• Certified Shopify Partner and part of Shopify’s global ERP Program
• Proven track record with millions of orders processed monthly

Key Benefits

• Save hundreds of hours and reduce manual work
• Reduce human errors by 65%
• Lower labor costs by 50%
• Automate complex retail operations
• Intelligent inventory planning and sales forecasting
• Advanced retail analytics and business intelligence
• Easy integration with a wide range of e-commerce, accounting, and shipping platforms
• Expert support and training with a 97% implementation success rate
• Scalable to handle peak order volumes and business growth

Documentation

Who Is It For

• Multi-channel merchants
• Wholesalers
• E-commerce businesses
• Direct-to-consumer businesses
• Wholesale & B2B businesses
• Businesses using platforms like Shopify, Magento, BigCommerce, Amazon, eBay, Walmart

Detailed Sections

Supporting Resources

Call to Actions

Detailed Description

Sage AR Automation is a cloud-based accounts receivable solution that automates invoicing, collections, and AR management. It is part of Sage Intacct Accounting and is designed to make AR teams more efficient, improve cash flow, and provide complete visibility into the AR process.

Key Features

• Automated invoicing and email delivery
• Recurring invoice generation
• Document attachment to transactions
• Integration with CRM and other business systems
• Automatic posting of order transactions to General Ledger and AR ledger
• On-demand, accurate sales tax calculations
• Built-in and configurable dashboards, reports, graphs, and charts
• Customer aging and invoice analysis
• Deferred revenue management
• Automated, configurable approval processes
• Dunning notices and structured collection processes
• Centralized activity recording for collections
• Assignment of owners to collection cases

Key Benefits

• Get paid faster and increase cash flow
• Automate AR processes and reduce manual work
• Offer more payment options to customers
• Generate recurring invoices for subscription management
• Attach customer documents for better recordkeeping
• Seamless integration with CRM and other business systems
• Real-time visibility with dashboards, reports, and charts
• Configurable processes and approvals for enhanced internal controls
• Efficiently manage customer communications and collections
• Reduce costs and improve cash flow through automated collections

Use Cases

• Automating AR processes for faster payments
• Managing recurring/subscription billing
• Centralizing and streamlining collections
• Improving AR visibility and reporting
• Integrating AR with CRM and sales systems

Documentation

Who Is It For

• Midsize businesses
• Small businesses
• Accountants & CPA firms
• Industries including: Construction, Financial services, Healthcare, Hospitality, Manufacturing, Nonprofits, Professional services, Retail, SaaS & subscription, Wholesale distribution

Detailed Sections

Supporting Resources

Call to Actions

Detailed Description

Sage Inventory Planner is a powerful platform designed to help retailers and wholesalers predict demand, optimize inventory, automate purchasing, and gain actionable insights. It centralizes inventory data from multiple sources, enabling smarter, profit-driven decisions and efficient stock management across channels and locations.

Key Features

• Accurate demand forecasting
• Automated purchasing recommendations
• Versatile reporting and analytics
• Centralized inventory management for multiple locations
• Automated purchase order creation
• Open-to-Buy Planning for new and existing SKUs
• Customizable, automated reporting
• Proactive warehouse and store transfers
• Seamless integrations with e-commerce, ERP, and shipping platforms

Key Benefits

• Maximize revenue with accurate forecasts and automated purchasing
• Boost cash flow by preventing stockouts and overstock
• Full transparency into forecasting calculations
• Expert-supported implementation and 24/7 monitored support
• Save up to 23 hours per week with automation
• Reduce human errors in planning and purchasing
• Automate purchase orders (POs)
• Exec-level, customized, automated reporting with no login limits
• Centralized, up-to-date inventory view across all channels and locations
• Advanced Open-to-Buy Planning for optimal stock levels

Documentation

Who Is It For

• High-volume retailers
• Multi-warehouse retailers
• Multi-national retailers
• Wholesale retailers
• Multi-channel retailers
• E-commerce businesses

Call to Actions

Detailed Description

Sage Network is a platform that connects the accounting and finance activities of Sage users with their customers, suppliers, banks, tax agencies, auditors, and more, in real time. It enables smooth and secure movement of data and payments between all parties through system-to-system connections, AI, and financial apps.

Key Features

• AI-powered tools for business insights
• Automated invoicing, collections, and payments
• Flexible payment options
• E-invoicing in compliant, government-mandated formats
• Secure data sharing between systems
• Direct integration with Sage accounting products
• Cross-counterparty reconciliation updating directly in ERP

Key Benefits

• Faster reconciliations and improved cash flow visibility
• Easier and automated payments and collections
• Automated customer journeys from onboarding to payments
• Compliance with government-mandated e-invoicing requirements
• Real-time access to accounting and cashflow data for better decision-making
• Shortened closing time with cross-counterparty reconciliation

How It Works

Documentation

Who Is It For

• Small businesses
• Medium businesses
• Accountants & bookkeepers

Requirements

• Not all Sage products can currently connect to Sage Network; check for updates or consult a Sage representative

Call to Actions