Sage Live feature tour

A Business Management Solution brought to you by Sage and Salesforce

Sage Live is a business management solution for growing businesses with big plans. Connect your sales, banking, invoicing, payments – and much more – in one simple-to-use platform. With automation and real-time information, Sage Live gives you the tools to grow your business with minimal complexity.

Powerful, Scalable, Flexible

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


Call us on 1800 930 333


Connect your apps and functions in one place

Connect your accounting, payroll, payments, banking, project management, CRM, and more. Sage Live also works with over 3,000 proven Salesforce apps to help you grow your business.


  • Connect your front and back office
  • Platform ecosystem: Easily add or remove apps as needed
  • Salesforce CRM integration
  • Real-time consolidated data on the metrics that matter to you
  • Streamline the flow of information across your business - no more disconnected apps and functions
  • Improve collaboration across functions, such as sales and accounting
  • APIs for Journals & Dimensions
  • Time tracking, via ISV partners
  • Manage jobs and projects, via ISV partners
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Core Accounting

Sage Live is a business management solution with accounting at its core. Take charge of your cashflow, track your performance as it happens, and gain insight into the numbers that matter.

  • Dimensional Accounting: Tag your transactions for easier reporting and categorisation
  • Consolidate accounts
  • Accountant online access
  • Record sales and receipts
  • Journal Entries for all core accounting transactions
  • Mobile approvals and invoicing
  • Accept and make payments
  • Bank Reconciliation
  • Subscription Accounting
  • Trial Balance, Balance Sheet, Profit & Loss
  • Aged Debtors, Aged Creditors
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Track your performance as it happens

Get real-time insights about your business, anytime, anywhere, from any connected device. Spot risks and growth opportunities, review accurate forecasts, and make data-driven decisions to grow your business effectively.

  • Get real-time data across your business, including Payroll, Invoicing, Expenses, Inventory, Bank Feeds, and CRM
  • Track the profitability of each customer and project
  • Improve customer segmentation and prioritisation
  • Use predictive analytics for accurate forecasting
  • Multi-company Scoreboards
  • Understand your financial health, such as cash flow predictability
  • Arrange customisable reports logically for deeper details
  • Consolidate financial details, such as bank data, credit cards, vendor payments, and currencies
  • Vendor & Supplier reports
  • Retrospective aged date reports
  • Sage Intelligence Reporting Cloud (SIRC) integration
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Get more done wherever you are

Are your sales or marketing teams on the road, meeting partners, vendors, or clients? Now, they can submit and approve invoices, communicate with you and more using Android and iOS apps.

  • Mobile access is personalised for different user roles
  • Give your team access to real-time data, anywhere, anytime
  • Mobile invoicing and reporting
  • Access can range from 1 user to 1000+
  • Apple Watch integration
  • Support for iOS and Android Devices
  • Smart Capture
  • Chatter Integration and push notifications
  • Mobile Invoicing and reporting
  • 3D Touch: Quick Actions, and Peek & Pop
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Automate routine tasks

Boost your team’s productivity by removing time-consuming manual tasks from their day. Get automatic expense reports, invoicing, payments, receipts – and much more – and speed up your order-to-cash workflow.

  • Capture and process transactions automatically
  • Eliminate spreadsheets, paperwork, and routine data entry
  • Aggregate financial data from banks, credit cards, and compliance agencies via automated bank feeds
  • Bank feeds via Yodlee
  • Sage Pay and Sage Payment Solutions
  • PayPal integration
  • Automatically reconcile your banking transactions using secure bank feeds
  • Automate cheque writing
  • Automatic financial reports
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Sell your products and services at home and abroad

Stay up-to-date with the latest tax regulations and legislation across multiple countries. Overcome international boundaries and stay competitive (and compliant) globally.

  • Get multi-company, multi-currency, multi-legislation, and multi-language functionality to navigate changing business and market dynamics
  • US Language, Terminology & Tax compliance
  • US Sales Tax Report
  • UK&I Language, Terminology & VAT compliance
  • Standard VAT Scheme Return
  • UK MOSS Report
  • UK EC Sales List 
  • UK Reverse Charge Sales List
  • IE Vat Return
  • IE MOSS Report
  • IE EC Sales List
  • IE Reverse Charge Sales List
  • SEPA Compliant payment
  • Foreign currency gains & losses
  • Canada Language, Terminology & Tax compliance
  • BACS Payment
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APIs

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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Strategic partnerships

Kimble for Sage Live

Professional Services Automation solution integrating with Sage Live journals on expenses, invoicing, data reporting including Kimble operational data in scoreboards.

Xactly for Sage Live

Seamless Sales Performance and Accounting on the Salesforce1 Platform.

Fairsail for Sage Live

Integrating HR data into dimensions and tags, and integrating payroll results into the journals to be reported on and include HR data in the scoreboards.

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