Sage

Keep Sage Business Cloud Accounting and your Sois workspace in step — invoices, credit notes and contacts flow across automatically.

Sage is the bridge between your Sois Accounting and Sage Business Cloud Accounting. Finance teams who run their books in Sage reach for it so documents raised here appear there without re-keying.

What you can do

  • Push sales invoices, credit notes and supplier bills to Sage as you raise them.
  • Map each local line type to a Sage ledger account, and each tax type to the matching Sage tax rate.
  • Set a default sales and purchase ledger account so ad-hoc lines still sync rather than failing.
  • Keep contacts aligned across both systems, with manual matching when a name needs a human decision.
  • Choose automatic sync or pause it to match contacts by hand first.
  • Watch sync health on the sync report, and drill into stuck syncs to fix and retry.

How to use it

Sage installs automatically when you make a Sage connection in Cloud Accounting settings — there's no separate switch in Settings → Apps. Connect your account, then choose what to push and how unmatched lines and contacts are handled.

The initial setup aligns both systems and may use a little more in the way of AI credits than usual; after that, syncs only reconcile what's changed. When a document stalls, open it from the Stuck Syncs tab to see what Sage returned, correct it and retry.

Working with your agent

Ask your agent to check on sync health and clear blockages, so a failed document surfaces before it reaches your accountant.

You:    "Did everything sync to Sage this week, and is anything stuck?"
Agent:  Reports the sync status and lists any failed documents with the reason each one stalled.

How it fits

Sage depends on Accounting — it mirrors the invoices, credit notes and bills you raise there and keeps Contacts matched on both sides. It is one of three cloud-accounting bridges alongside QuickBooks and Xero; your agent can report sync status and re-queue failures on request.

Tip. Map your line types to Sage ledger accounts before your first sync — unmapped lines are the commonest reason a document lands in the Sync Errors tab.