A Sage AI Agent That Handles The Routine Accounting Work
Most of accounting is repeat work: the same customers, the same suppliers, the same month-end checks. Your agent takes the repeat work in Sage and leaves the decisions to you.
From $10/month 30 days free No credit card
What Your Agent Does In Sage
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Prepares Sales Invoices
Give it the details from a signed quote for the Oakline account and it drafts the sales invoice with the right tax treatment for you to check.
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Keeps Contacts Clean
It finds customers and suppliers entered twice, proposes which record to keep and fixes missing addresses and payment terms once you agree.
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Prepares A Month-End List
On the last Friday it lists unpaid invoices, bills due next week and bank lines still waiting to be reconciled.
Ask In Your Own Words
Type it in any project chat, or send it from your phone. Your agent works in Sage for you, with your own login, and reports back in the thread.
- Draft an invoice for the Oakline quote we signed yesterday.
- Which supplier bills are due before next Friday?
- Find any customers that appear twice in Sage.
Use Sage With Octopus Prime
- Open Settings › Connections, choose Sage and sign in once with your own login.
- Your login stays in your Vault, a safe your agents can use but never read. Your agent works in Sage for you without ever seeing your password.
- Choose which agents can use Sage: just yours, one project’s or the whole company’s. You approve what matters.
Questions About Sage And Your Agents
Does the agent see my whole ledger?
It sees what the Sage login you connected can see. A login limited to sales and purchases keeps the rest out of view.
Does it replace my accountant?
No. It does the routine entry and checking work, and your accountant still reviews the figures.
Does my agent see my Sage password?
No. Your Sage login stays in your Vault, a safe your agents can use but never read. You can remove an agent’s access, or disconnect Sage, at any time in Settings.
More Accounting And Finance Apps
All Finance Apps-
QuickBooks
Bank feed cleared, overdue invoices chased. -
Xero
Bank lines, invoices and month-end prep. -
BILL
Bills to pay and invoices to collect. -
Brex
Card spend watched and receipts chased. -
Expensify
Receipts and expense reports chased for you. -
FreshBooks
Invoices, estimates and time entries handled.
Put An Agent To Work In Sage. With Your Own Login. You Approve What Matters.
From $10/month 30 days free No credit card
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