Sage Live Feature Tour

Real-time cloud accounting brought to you by Sage and Salesforce

Sage Live connects your CRM, accounting, and operational data in one real-time hub. It is ideal for businesses of 10-200 employees, and it gives you the best-in-class accounting tools, enabling easier and faster collaboration, automation of repetitive tasks, and more effective use of your data to help you grow your business.

Reimagine the way you work

For the first time ever, small and midsize businesses can access powerful, customisable enterprise management features.

Call us on 0800 376 0000

Core Accounting

A one-office cloud accounting solution for your business in the palm of your hand.

  • Multi-dimensional general ledger
  • Bank feed reconciliation
  • Multi-currency
  • Journal entries for all transactions
  • Mobile approvals and invoicing
  • Flexible chart of accounts
  • Multi-company
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Real time financial dashboards

Sage Live gives you visualised comparisons of your business performance over time, allowing you to focus on what works, see highlighted priority accounts, and spot opportunities on the horizon.

  • KPIs, client data, and financial metrics at a glance
  • Customised cash flow reports
  • Multi-company scoreboards
  • Balance sheet
  • Custom journals
  • Expense tracking
  • Vendor and supplier reports
  • Customer Statements
  • Profit and loss
  • Aged creditors
  • Aged debtors
  • Trial balance
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Automated feeds

Discover touchless accounting: Reduce paperwork and manual data entry by automating repetitive tasks and processes.

  • Automate cheque writing
  • Eliminate paperwork
  • Automatic financial reports
  • Automate invoices, payments, and receipts
  • Real-time API data feeds
  • Real-time Chatter newsfeeds and notifications
  • Bank feeds via Yodlee
  • Import PayPal feeds
  • Sage Pay and Sage Payment Solutions
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Accept payments

Get multiple options for receiving and managing your payments, in one secure easy-to-use cloud hub.

  • Purchase Invoicing via Journals
  • Online Vendor Payments through PayPal
  • Credit Notes via Journals
  • Cheque Printing
  • Suggested Payments List
  • SPS & Sage Pay feeds
  • Gives customers choice of payment methods
  • Company-level payment terms
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AP / invoices

Manage your accounts payable quickly and easily in one intuitive hub.

  • Pay vendor invoices
  • Seamlessly migrate invoices for existing customers
  • Amend invoices with Open Text
  • Withhold tax on invoices
  • Quickly process sales invoices
  • Product & Price List
  • Email PDF invoice
  • 'Pay Now' with SPS & SP
  • SF Quote/Order or Opp to Invoice
  • Generate PDF Invoice
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Mobile - Anywhere access

Access your sales, finance, CRM and operational data in one cloud hub, whether you’re at the office or on the move.

  • Apple Watch integration
  • Support for iOS Devices
  • Smart Capture
  • Transaction entry via journals
  • Chatter Integration
  • Push Notifications
  • Mobile Invoicing and reporting
  • 3D Touch: Quick Actions, and Peek & Pop
  • iOS Multitasking Capabilities
  • Connect with your favourite mobile and web apps
  • Reliable cloud infrastructure (over 99.9%+ uptime).
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Sage Live is easy to personalise and customise; it’s connected with the Salesforce App Cloud and it integrates with thousands of mobile and web apps.

  • Real-time API data feeds
  • Integrated with Salesforce App Cloud
  • Journal API
  • Dimension API
  • Tax API
  • Shared API
  • REST APIs –Journal & Dimensions
  • Kimble integration
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Sage Live:
Product brochure

Sage Live product brochure

Get real-time accounting and control with Sage Live.

Download the Sage Live product brochure
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