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Sage

Sage Integration

Connect CostTrail with Sage to automatically sync all your financial data, track expenses, and reconcile transactions in real-time.

Key Features

  • Automatic transaction syncing
  • Multiple product line support
  • Reconciliation of cloud expenses
  • Real-time expense tracking
  • Invoice matching and validation
  • Budget vs. actual spending analysis
  • Custom report generation
  • Historical data import
  • Benefits of Connecting Sage

    Unleash powerful cost management capabilities by integrating CostTrail with Sage

    Eliminate Manual Data Entry

    Automatically import all transactions and expenses from Sage, eliminating the need for manual data entry and reducing errors.

    Complete Financial Visibility

    See all your financial data alongside your cloud and SaaS spending for a comprehensive view of your costs.

    Enterprise-Grade Integration

    Built for businesses of all sizes with support for Sage 50, Sage 200, and Sage Business Cloud.

    Unified Software Ecosystem

    Connect your entire Sage suite with CostTrail to create a seamless financial management environment.

    Simple Setup Process

    Connect your Sage account in minutes with our guided setup

    1

    Grant CostTrail access

    Authorize CostTrail to connect to your Sage account through their secure authentication process.

    2

    Configure data sync

    Select which Sage products, accounts, and data types to sync with CostTrail.

    3

    Map cost categories

    Match your Sage nominal codes with CostTrail's cost structure for accurate reporting.

    4

    Start analyzing

    Begin exploring your unified cost data with CostTrail's natural language queries.

    Sage Integration Use Cases

    How organizations leverage the CostTrail-Sage integration

    Finance Team Efficiency

    Finance teams use CostTrail to automatically reconcile cloud expenses with Sage transactions, eliminating hours of manual data entry and validation each month.

    Typical time savings:
    70%

    Multi-Entity Management

    Organizations with multiple business entities use CostTrail with Sage to consolidate financial data across different operating units and subsidiaries.

    Typical time savings:
    25%

    Executive Reporting

    CFOs use CostTrail to generate comprehensive financial reports that combine Sage data with detailed cloud spending metrics for better decision-making.

    Hours saved monthly:
    10+

    Enterprise-Grade Security

    We take the security of your Sage data seriously. Our integration uses the highest security standards:

    • SOC 2 Type II compliant
    • End-to-end encryption
    • Read-only access by default
    • Role-based authentication
    • No credential storage
    • Regular security audits

    Frequently Asked Questions

    Common questions about the Sage integration

    Have more questions?

    Our support team is ready to help with any questions about the Sage integration.

    Contact Support