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Sage Business Cloud Accounting

Flowgear unlocks the true capabilities of Sage Business Cloud Accounting.

For accountants managing small business clients’ daily debits and credits, Sage Business Cloud Accounting is a reliable platform. However, by integrating Sage Accounting with other essential business systems, accountants can greatly enhance the value of this tool for their clients. 

Flowgear simplifies these integrations, automating data flows between Sage Accounting and critical platforms like CRM, payroll, inventory, and compliance tools. This streamlines daily tasks, improves data accuracy, and enables seamless workflows—benefits that help clients scale efficiently and reduce manual effort.

Share data across the entire organization with a single source of truth.

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Sage Business Cloud Accounting > Use Cases

Practical examples and use cases where Flowgear can enhance Sage Business Cloud Accounting's use across multiple departments in your business.

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Sales and Customer Relationship Management (CRM)

  • Lead and Opportunity Management

    Flowgear integrates Sage Business Cloud Accounting with CRM systems like Salesforce, HubSpot, Zoho CRM, and Microsoft Dynamics 365, enabling seamless lead capture, tracking, and management. This integration ensures customer information is consistent across platforms, enhancing customer service and personalized marketing efforts.

  • Quoting and Proposal Generation

    Automate the generation of quotes and proposals by connecting Sage Accounting with quoting tools within CRM platforms. This integration speeds up the proposal process, ensures accuracy, and reduces the risk of errors by pulling up-to-date product, pricing, and discount information directly from accounting data.

  • Commission and Performance Tracking

    Integrate Sage Accounting with sales performance management tools to automate the tracking and calculation of sales commissions and incentives. This ensures sales reps have visibility into their earnings, motivates performance, and reduces administrative burden for finance teams.

eCommerce

  • Sales Order Automation

    Flowgear integrates Sage Business Cloud Accounting with eCommerce platforms like Shopify, WooCommerce, BigCommerce, and Magento, automating the transfer of sales orders, updating inventory, and generating invoices in real-time, ensuring efficient and accurate order processing.

  • Customer Data Synchronization

    Connect Sage Accounting with eCommerce platforms to synchronize customer details and purchase history, providing accurate records and enhancing marketing personalization.

  • Sales Tax Calculation and Compliance

    Flowgear integrates Sage Accounting with tax compliance tools such as Avalara and TaxJar alongside eCommerce platforms, automatically calculating sales tax based on customer location, reducing errors, and ensuring compliance.

Inventory Management

  • Real-Time Inventory Updates

    Flowgear integrates Sage Accounting with inventory management systems like TradeGecko, NetSuite, Cin7, and Zoho Inventory, ensuring real-time updates on stock levels across all sales channels to prevent overselling or stockouts.

  • Automated Purchase Orders

    Connect Sage Accounting with procurement platforms to automate purchase order creation when stock reaches predefined levels, ensuring timely inventory replenishment.

  • Inventory Valuation

    Automate inventory valuation by integrating Sage Accounting with inventory tools, ensuring accurate financial reporting and compliance.

Data Analytics and Business Intelligence (BI)

  • Real-Time Financial Dashboards

    Flowgear integrates Sage Accounting with BI tools like Power BI, Tableau, Google Data Studio, and Looker, providing real-time insights into financial performance and profitability.

  • KPI Tracking and Reporting

    Automate KPI tracking by connecting Sage Accounting with analytics tools, allowing businesses to monitor metrics such as revenue growth, profit margins, and operational efficiency.

  • Data-Driven Decision Making

    Sync Sage Accounting with data warehouses to enable cross-functional analysis, allowing teams to leverage financial and operational data for strategic planning.

Marketing Automation

  • Lead Nurturing and Campaign Automation

    Flowgear integrates Sage Accounting with marketing automation platforms like Mailchimp, Marketo, Klaviyo, and ActiveCampaign, allowing accountants to track expenses and revenue associated with marketing campaigns.

  • Customer Segmentation and Retargeting

    Connect marketing platforms with Sage Accounting to automatically segment customers based on purchase behavior, enabling more personalized and targeted campaigns.

  • Campaign ROI Tracking

    Sync Sage Accounting with analytics tools to automate ROI calculations, providing insights on marketing effectiveness and profitability for data-driven campaign adjustments.

Human Resources and Payroll

  • Payroll Processing Automation

    Flowgear integrates Sage Accounting with payroll platforms such as Sage Payroll, ADP, Paychex, Gusto, and BambooHR, automating payroll runs, tax calculations, and deductions to ensure compliance and timely salary disbursements.

  • Employee Expense Management

    Automate expense reimbursements by connecting Sage Accounting with expense tracking tools, ensuring accurate records and faster reimbursements for employees.

  • Time and Attendance Syncing

    Integrate Sage Accounting with time-tracking software to automate hours worked, streamlining payroll processing and managing labor costs.

Customer Support

  • Unified Customer History

    Flowgear integrates Sage Accounting with customer support platforms like Zendesk, Freshdesk, Help Scout, and Salesforce Service Cloud, ensuring support teams can access order history and payment status to improve customer service.

  • Automated Billing Queries

    Automate responses to common billing inquiries by connecting Sage Accounting with support tools, reducing resolution times and enhancing customer satisfaction.

  • Returns and Refunds Management

    Integrate Sage Accounting with returns management systems to streamline the refund process and ensure inventory updates in real-time.

Production and Manufacturing

  • Production Cost Tracking

    Flowgear integrates Sage Accounting with manufacturing systems like Fishbowl, Katana, JobBOSS, and MRPeasy to track production costs associated with materials, labor, and overhead for accurate cost reporting.

  • Bill of Materials (BOM) Management

    Connect Sage Accounting with inventory systems to automate BOM tracking and adjustments, maintaining production quality and cost control.

  • Work Order Automation

    Automate work order generation by integrating Sage Accounting with production scheduling systems, improving planning and operational efficiency.

Payment Gateways

  • Automated Payment Collection

    Flowgear integrates Sage Business Cloud Accounting with payment gateways like PayFast, PayPal, Ozow, and Peach Payments, automating payment collection and reconciliation to keep accounts receivable data accurate and up to date.

  • Real-Time Transaction Recording

    Sync transactions from payment gateways with Sage Accounting to provide real-time updates on payments, refunds, and chargebacks, improving cash flow visibility and simplifying financial records.

  • Subscription Billing and Recurring Payments

    Flowgear enables seamless integration between Sage Accounting and subscription management tools, automating billing cycles for recurring payments to keep accounts receivable data current.

  • Multi-Currency Payment Processing

    Integrate Sage Accounting with multi-currency-supporting gateways like Stripe, PayPal, and Peach Payments to facilitate seamless international transactions and ensure accurate currency conversions for global clients.

Point of Sale (POS) Systems

  • Real-Time Sales and Inventory Sync

    Flowgear connects POS systems like Pilot POS, Yoco, Lightspeed, and Vend with Sage Business Cloud Accounting, ensuring that sales and inventory data are synchronized in real-time for a unified view of stock levels and revenue across retail locations.

  • Daily Sales Reconciliation

    Automate the reconciliation of daily sales by integrating Sage Accounting with POS systems, ensuring accurate revenue tracking and reducing manual entry.

  • Customer Loyalty and Purchase History Tracking

    Integrate Sage Accounting with POS and CRM systems to capture customer purchase history and loyalty rewards, helping businesses enhance customer retention and tailor marketing efforts.

  • Multi-Location Sales Tracking

    Flowgear enables integration between Sage Accounting and POS systems across multiple locations, providing consolidated reports on sales performance, inventory, and revenue by location, optimizing retail strategy.

Project Management and Time Tracking

  • Project Expense Tracking

    Flowgear connects Sage Accounting with project management systems like Asana, Trello, Monday.com, and Wrike to track and allocate expenses to projects, providing real-time budget insights.

  • Billing and Invoicing for Projects

    Automate project-based billing and invoicing by integrating Sage Accounting with time-tracking platforms, ensuring accurate invoicing based on hours tracked.

  • Labor Cost Analysis

    Sync time-tracking data with Sage Accounting to gain insights into labor costs, enabling more accurate project cost forecasting and budget management.

Procurement and Supplier Management

  • Automated Purchase Order Creation

    Flowgear integrates Sage Accounting with procurement platforms like Procurify, SAP Ariba, Coupa, and Vendorful, automating purchase order generation when stock levels reach reorder points for efficient restocking.

  • Supplier Payment Automation

    Sync Sage Accounting with payment platforms to automate vendor payments, enhancing supplier relationships and reducing payment delays.

  • Spend Management

    Track departmental spending by integrating procurement systems with Sage Accounting, ensuring budget compliance and providing cost control insights.

Compliance and Regulatory Reporting

  • Automated Tax Compliance

    Flowgear connects Sage Accounting with tax compliance platforms like Avalara, TaxJar, ComplianceQuest, and Netwrix, automating tax calculation and reporting to ensure accuracy and compliance across jurisdictions.

  • Audit Trail Creation

    Integrate Sage Accounting with compliance systems to maintain detailed audit trails for transactions, ensuring transparency and accountability.

  • Regulatory Reporting Automation

    Automate compliance reporting processes by connecting Sage Accounting with regulatory tools, ensuring accurate submissions and minimizing the risk of penalties.

Benefits

Typical Benefits for Sage Business Cloud Accounting

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Do you need to integrate with your internal, suppliers or customer systems?

We are thrilled to extend our deepest gratitude to all who contributed to the monumental success of Flowgear Sync 2024, pioneering integration and automation conference.

It was an absolute pleasure meeting face-to-face with our incredible customers and partners to discuss how businesses around the world are harnessing the power of platform-based integration to create efficient processes.

If you couldn’t catch the sessions live, don’t worry! You can watch the recordings at your convenience.

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