How to Build Your Own Sage

Automate invoice processing, three-way matching, and payment scheduling.

Automate invoice delivery, payment matching, and collection workflows.

Automatically download transactions from connected bank accounts.

Automatically match transactions and reconcile bank accounts with one-click reconciliation.

Manage deferred revenue and recognize revenue over contractual periods.

Reduce involuntary churn with intelligent retry logic and customer communication.

Create, send, and track invoices with customizable templates and automated reminders.

Automate billing for subscription-based or repeat customers.

Manage recurring subscriptions with flexible billing cycles and usage-based pricing.

Build custom financial reports with drag-and-drop report builder.

Export financial data to Excel, CSV, or PDF formats.

Generate real-time profit and loss statements, balance sheets, and customizable financial reports.

Automatically generate and email reports on a defined schedule.

Log all user actions and changes with timestamps for compliance and security.

Encrypt data in transit and at rest with industry-standard encryption.

Assign permissions based on user roles to protect sensitive financial data.

Enhance security with two-factor authentication for user accounts.

Allow employees to view payslips, request time off, and update personal information.

Process payroll, tax withholding, and generate pay stubs with compliance tracking.

Track employee hours, billable time, and generate timesheets for payroll integration.

Automate revenue recognition compliant with ASC 606 and IFRS 15 standards.

Automatically calculate sales tax, VAT, and generate tax reports for filing.

Record and reconcile transactions between multiple business entities.

Consolidate financial data from multiple subsidiaries or business units.

Define expense policies and automatically flag non-compliant submissions.

Track and manage employee travel expenses with policy compliance checks.