Sage Live & Salesforce

Integrated Real-Time Cloud Accounting Solution

What is Sage Live?

It is a real-time cloud-based accounting solution. Sage Live protects key business data and ensure front-end sales and back-end accounting teams collaborate on the latest information. It will reduce business errors and increase the productivity of your teams.


Experience Real-Time Accounting & Control

How the cloud is helping today’s business leaders? The cloud has enabled more flexible ways of working, letting companies of all sizes become more agile and do business in the moment. Business owners need to adapt to these changing expectations and the brave new world of work, running their businesses in real-time and enabling connected ways of working. Behavioural changes, like more socially-driven forms of leadership, creativity and collaboration need to emerge to give everyone the chance to contribute ideas to drive your business forward.

As we move to more digital ways of working, the opportunities for businesses are endless. The rise of social media has already made it easier to connect directly with your customers and even get funding for your business. Now the cloud is making it possible to do business in the moment and allowing everyone to collaborate effectively.

Simplify core accounting and compliance

  • Work smarter by automating your manual processes
  • Transform static general ledgers into dynamic financials
  • Integrate your favourite business and mobility apps on the Salesforce Platform
  • Easily analyse and extract data from multiple systems into customisable dashboards and scoreboards
  • View top line status and drill down with a tap or click on your mobile device

Eliminate manual data entry and processes

  • Share business newsfeeds and other essential updates
  • Keep everyone connected with alerts, notifications and Salesforce Chatter feeds
  • Automate expense claims, approvals, and other tasks using your mobile device
  • Engage teams with a modern, mobile user experience
  • Make data available on the devices people naturally use

Building on a proven platform for business

  • Enjoy one-office integration with Salesforce CRM and more
  • Enhance reporting by unifying your work environment with the Sage Live accounting engine
  • Access thousands of Salesforce1-enabled apps
  • Leverage Chatter to discuss and document journal entries
  • Utilize the familiar Salesforce interface you already know

Make the most of business mobility

  • Access accounting data in real time on your iOS mobile device, with support for Android coming soon
  • Enhance business-wide sharing by seeing real-time KPI’s on your mobile device
  • Simplify direct and shared communications for all, leveraging Salesforce Chatter in Sage Live
  • Break down silos with easy access to relevant data and notifications

Discover The Benefits

Organizational Needs
Access Mobile & Online
Number of users 1 - 1000+
Multi-company support Yes
Multi-currency

Multi-legislation

Mobility, personalized for different user roles

Enterprise Social Network

Free Salesforce CRM integration

Platform ecosystem

Free assistance with upgrade from QBO

Multi-national support

Business Needs
Record sales & receipts

Pay Bills

Financial reporting

Bank integration

Create & send invoices

Accept payments

Consolidate accounts

Accountant online access

Time tracking *

Manage jobs & projects*

* Time tracking, Managing jobs & Projects are available via third party ISV partners

  • Functionality - Whether you rely on traditional software or newer apps, you risk disconnected islands of information and compliance issues. When systems don’t connect, your people waste valuable time extracting relevant data to gain even a partial assessment. Sage Live unifies all that data in a single hub. Our best-in-class Sage accounting system offers dimensional accounting to support deeper analysis, a powerful tax engine, simpler tools for your financial reporting, and multi-currency, multi-country capabilities to help your business overcome international boundaries.
  • Mobility - Collaborating with decision-makers – who rarely are in the same place at the same time – is a real-world challenge. That’s why, with Sage Live, your workplace is wherever you and your people are in the moment. Access and edit data, enter and track invoices, manage income, approve expenses, and chat with colleagues – all in real time, from any connected device.
  • Integration - Sage Live combines the world’s first real-time accounting engine with the market leading Salesforce1™ cloud platform. That makes Sage Live the always-on application built to work efficiently and adapt effortlessly. There is not a more flexible, powerful way to stay connected to what’s really happening across your financials, sales, admin, and more.
  • Intelligence - Because business results are typically spread across disparate apps and systems, many managers struggle to quickly locate the information they need in the moments that matter. That’s why Sage Live provides real-time, anytime intelligence. No waiting, no fuss, and no error-filled reporting. Get the essential truth to see actual and projected results.
  • Automation - Mobility makes you accessible, but as your business expands, you need to be able to rely on the people around you. Sage Live helps you build a team that’s inspired and motivated. Free your people from mundane data entry tasks like entering expense reports and reconciling bank accounts so they can focus on higher-value deliverables. Give them the tools they need to fully understand their performance and goals – and continually build towards your company’s success.
  • Guidance - As your business expands, you need to know that your financial systems are up and available to everyone who needs them. It’s why every Sage Live subscription includes comprehensive online support through a success coach dedicated to making your transition quick – and your experience easy. With Sage Live, success comes as standard.

Sage Live Integrated Cloud Accounting

Sage Live: Mobility

Sage Live Salesforce Integration

Sage Live: Functionality

Flexible Option Plans

Sage Live has a plan that fits every business model. Whether you are a new start-up company or an established growing enterprise, Sage Live has a subscription that will meet your needs. With the Essentials Starter Pack option starting from $120 per month you can get started in no time.

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