Solution · By software

Your books and payroll live in Sage. And someone spends the day keying invoices into Sage by hand.

Sage 50, Sage 200, Sage Despachos, Sage accounting and invoicing run your books, your ERP and your payroll —but the supplier invoice lands as a PDF and someone types it in entry by entry, the bank gets reconciled line by line, and data hops from email and Excel into Sage by hand. On top of Sage’s APIs and connectors we build the AI that does that mechanical part on its own.

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The problem

Sage runs your books and payroll. What it doesn’t do is type the invoices in for you.

The supplier invoice lands as a PDF and someone opens it and keys it into Sage entry by entry, with its date, its base, its VAT and its account.
Bank reconciliation gets done line by line inside Sage, even though the statement is already downloaded.
The same data lives in email, in an Excel and in Sage, and someone spends the morning making sure the three say the same thing before the close.
At the firm or agency, the same task repeats company by company: same entries, same payroll, keyed by hand into every Sage install.

Cost of staying the same

You pay for software that promises to run your books, and you keep paying skilled people to act as a keyboard between the PDF, the Excel and Sage. It shows up in no invoice: it shows up as closes that run late, misposted entries nobody catches until review, and payroll or tax filings that arrive late because the data went in by hand.

The solution

An AI layer on top of Sage’s APIs and connectors that does the mechanical part on its own

1We map with you which parts of your Sage eat the hours: invoice capture, bank reconciliation, entry categorization, the Excel dump, or the squaring before the close.
2We connect through Sage’s APIs and connectors —depending on your product: Sage 50, Sage 200, Sage Despachos or Sage accounting and invoicing— with scoped credentials: the AI reads what comes in —an invoice PDF, a bank statement, an Excel row— and leaves it inside Sage with its account, its tax and its entry, without anyone typing.
3We automate the hops: an incoming invoice generates its journal entry, a bank transaction gets proposed already reconciled, and the data living in email or Excel gets pushed into Sage instead of copied by hand —and at the firm, the same flow runs for every company you keep.
4We leave it measured and with a safety net: what % of invoices and entries come in clean without intervention, which borderline ones escalate to a person, and how much reconciliation and close time drops versus the manual process.

What changes

What you stop losing

Data stops being typed twice: the invoice enters Sage through the API with its account and tax, instead of going from PDF to keyboard entry by entry.
Mechanism
Accounting stops waiting for the close: reconciliation and categorization run every day inside Sage, not piled up at month-end.
Mechanism
At the firm, the same task stops repeating company by company by hand: the AI runs the same flow across every Sage install you keep, and the hours go back to reviewing instead of typing.
Mechanism
What we measure: % of invoices and transactions that enter Sage without intervention, accuracy on account and category, reconciliation and close time, and mismatches versus the previous manual process.
What we measure

Spec sheet

Work it removes: having admin or the accounting firm act as the keyboard, entering invoices, journal entries and reconciliations into Sage by hand
Typical setup: 2–4 weeks
Input: whatever comes into your books: an invoice PDF, a bank statement, an Excel row, an email
Output: the data dropped inside Sage: a journal entry with its account and tax, a reconciled transaction, an expense already categorized
Works with: Sage 50Sage 200Sage DespachosSage Contabilidad y Facturación (por sus APIs y conectores)
Can connect to: Your Sage install (Sage 50, Sage 200, Sage Despachos)The source of your invoices (email, folder, inbox) and your bank statementThe Excel files and emails your data comes in through by hand today
What we measure: % of invoices and transactions that enter Sage without interventionaccuracy on account and categoryreconciliation and close timemismatches versus the previous manual process
Good fit for: companies and accounting firms that already run their books, ERP or payroll on Sage and want to remove the manual keying of invoices and entries
Not a fit for: processes outside Sage or that need case-by-case accounting judgment

Frequently asked questions

Sage Copilot and Sage’s native automations live inside Sage and are great at what Sage already knows: they summarize, suggest, flag an entry and automate the deterministic part of their own flow. What they don’t do on their own is the part that needs judgment running end to end with nobody in front: reading a free-text invoice PDF or a bank statement and pulling out the data, deciding which account and entry each line matches, squaring what doesn’t add up across email, Excel and Sage. That’s where our layer comes in. We build it on top of Sage and its Copilot, not instead of them: Sage stays your books, the AI does the keyboard work a person used to do by hand.

No. We work on your Sage install as is —whether it’s Sage 50, Sage 200 or Sage Despachos—, connecting through its APIs and connectors with credentials scoped to what’s needed. We don’t sell you other software or ask you to migrate your books: your entries, your payroll and your chart of accounts stay where they are; the AI slots into the repetitive steps and leaves the data inside Sage, in the right account. You keep opening the same Sage as always, just with the typing part already done.

Your data stays in your Sage install. The connection accesses only what you grant —the minimum for the flow, not “everything”— and every action is traced. At a firm, each company you keep stays isolated: the flow runs separately for each one, without mixing data between clients. The models are used via API under contracts that exclude training on your data, and if your sector requires it, we deploy in private mode. On sensitive steps —an entry before the close, a payroll run— it starts in propose mode: the AI prepares and a person approves, until accuracy is high and you release autonomy by case type. Security is decided by the architecture and the permissions, not by “the AI”.

Want it running in your business?

You’ve pinned the problem. We ship the fix and leave it measured.

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