Sage integration: keep the accounts right without retyping them.
Sage 50 runs the books in a great many UK firms, and it does that well. The work goes in getting orders and invoices into it, and out to the customers who need them. We connect Sage to the systems around it so your accounts team stops being a copy-typing department.
Where the hours go around Sage
Sales orders copied from a shop or an email into Sage. Invoices exported to PDF and uploaded to a customer’s procurement portal one at a time. Payments matched by eye. Month-end spent reconciling figures that should already agree.
Each step is a place for a typo, and a typo on an invoice means a rejection, a query and a later payment.
What we connect to Sage
Online shops, customers’ procurement portals and electronic ordering systems, warehouse and stock systems, and your own operations screens. We have kept Sage 50 in step with a customer’s procurement portal in both directions, so orders came in and invoices went out without being rekeyed.
Where a customer demands EDI, we produce the files it requires from your sales data and send them through its trading network.
| Measure | Before | After | Proof |
|---|---|---|---|
| Time from order to invoice | Days or weeks | Within 24 hours, every order | Miranda |
| Invoices to a national merchant | Built to its rules by hand | Produced automatically in its required format | TRADACOMS invoicing |
| Checks before sending | Whoever had time | Every day’s invoices reviewed and approved in one place | Miranda |
Source: Miranda and TRADACOMS EDI case studies.
Invoices that get paid
Miranda supplies building and fencing products to Huws Gray, one of the UK’s largest builders’ merchants, which accepts invoices only in a strict electronic format.
How a Sage integration runs
- 1
List what is keyed in
Every document that goes into or out of Sage by hand in a typical week.
- 2
Automate the biggest one
A fixed price for the first link, tested with your real invoices before go-live.
- 3
Review before it sends
Your team approves each batch until you are happy to let it run on its own.
Questions
- Do you work with Sage 50 desktop?
- Yes. Older desktop accounts packages such as Sage 50 can be connected, as well as cloud accounts systems like Xero and QuickBooks.
- Do we have to move to a new accounts package?
- No. Your accounts team keeps using Sage. We change how information gets in and out of it.
- Can you send invoices to our customer’s portal automatically?
- Yes, and in the other direction too: orders from the portal can arrive in your system without retyping.
- What if an invoice is wrong?
- Each invoice is checked against its order before it is sent, and anything that does not match is held for a person.
How much of the week goes into Sage by hand?
A free call is enough to size it. For a wider look at where AI fits in finance, book the AI Profit Review.
Max RevittFounder and Director