100% manual follow-ups
Sage triggers no automatic reminder after an invoice's due date. Every email, every call, every follow-up is on your team — with no intelligent prioritization.
REST API INTEGRATION
Coming soon
Finaxis + Sage Business Cloud: turn your invoices into automated collections
Connect Finaxis to Sage Business Cloud in under 15 minutes via the official REST API. Your invoices, customers, payments, and credit notes feed an AI follow-up engine that personalizes every communication and accelerates collections.
Sage Business Cloud
Trusted by Quebec SMBs
The problem
Sage Business Cloud wasn't designed for collections
Sage Business Cloud excels at accounting, invoicing, and financial reports. But once the invoice is sent, there's no follow-up intelligence — reminders stay manual, the AR module is limited to static reports, and your finance team loses hours sending emails one by one. Finaxis plugs in on top of Sage and automates the entire collections cycle.
AR module limited to reports
The aged-debtors report shows who owes how much, but triggers no action. You see the problem without a tool to fix it.
No automated post-invoice follow-up
Once the invoice is issued in Sage, it falls off the radar. No task, no reminder, no escalation — the account sleeps until someone remembers it.
No customer-level personalization
Sage treats every customer the same way. A strategic customer paying late for the first time gets the same treatment as a chronic late payer.
DSO stays a mystery
Sage calculates your overdue invoices but offers no lever to actively reduce DSO. You absorb payment delays instead of steering them.
No conversational intelligence
You can't ask Sage "which invoices over 60 days haven't received a follow-up?". You have to filter everything manually in reports.
WHY FINAXIS
Why connect Finaxis to Sage Business Cloud
Finaxis reads your Sage data in complementary mode — without polluting it — and turns your invoices, payments, and credit notes into intelligent follow-up strategies that accelerate collections.
Native sync via the Sage REST API
OAuth 2.0 connection in a few clicks. Finaxis reads your invoices, customers, payments, payment terms, contacts, and credit notes via the official Sage REST API (v3.1) — without writing anything to Sage you haven't approved.
Follow-ups personalized by payment profile
The AI analyzes each customer's payment history in Sage — recurring delays, amounts, terms — and adapts the tone, timing, and channel of every follow-up. Your best customers get differentiated treatment.
AI assistant connected to your Sage data
Ask in plain language: "Which invoices over 60 days haven't been chased?", "Follow up with every customer carrying a balance over $5,000." The AI executes — you stay in control.
Multi-channel coordinated by contact
Email, SMS, and AI-powered calls — orchestrated by each contact's preferences. No follow-up goes unanswered because a single channel was ignored.
Full white-label
Every communication goes out under your company's name, email, and voice. Your customers never see Finaxis — they only see your professional brand.
Active DSO management
Instead of absorbing payment delays, steer them. Finaxis cross-references Sage's aged-balance with its prioritization algorithms to target the invoices with the highest DSO impact — turning passive reports into concrete actions.
HOW IT WORKS
How it works
From connection to your first AI follow-ups in under 15 minutes.
1
Connect your Sage Business Cloud account
Authorize access via OAuth 2.0 directly from Finaxis. No manual API key, no IT involvement. A few clicks and you're done.
2
Finaxis imports your accounting data
Invoices, customers, payments, payment terms, contacts, and credit notes — everything syncs continuously via the official Sage REST API.
3
AI configures your follow-up strategies
The AI analyzes your Sage data, identifies payment profiles, and creates follow-up strategies personalized by customer segment.
4
You collect faster
Follow-ups go out automatically — email, SMS, AI calls — at the right time, in the right tone. You track everything from a real-time dashboard.
Technical details
How the Sage Business Cloud integration works
Authentication
OAuth 2.0 (Sage authorization from Finaxis)
Connection time
under 15 minutes
Data flow direction
reads accounting data; limited, audited writes for approved follow-up actions
Sync frequency
continuous sync via the Sage REST API (v3.1)
What this integration enables, exclusively!
- AI follow-ups personalized by payment profile extracted from Sage
- Conversational assistant to query your accounts receivable in plain language
- Passive aged-balance transformed into prioritized follow-up actions
- Complementary mode — Finaxis doesn't replace Sage, it plugs into it
COMPARISON
What Finaxis does that Sage Business Cloud alone doesn't
Discover the power of AI combined with your accounting data.
Sage alone
Sage + Finaxis
Post-invoice follow-ups
None (manual follow-ups only)
Automated AI follow-ups, personalized by payment profile
Accounts receivable module
Static reports (aged balance)
Aged balance turned into prioritized follow-up actions
Multi-channel orchestration
No automatic orchestration
Email + SMS + AI call, chosen automatically per contact
Conversational AI assistant
None for accounts receivable
Copilot connected to your Sage data, executes the actions
Customer-level personalization
None — uniform treatment
Tone, timing, and channel adapted to each payment profile
White-label
Not applicable (no automated follow-up)
Every communication goes out under your brand
DSO management
No active mechanism for DSO reduction
AI engine dedicated to accelerating collections and reducing DSO
Post-invoice follow-ups
None (manual follow-ups only)
Automated AI follow-ups, personalized by payment profile
Accounts receivable module
Static reports (aged balance)
Aged balance turned into prioritized follow-up actions
Multi-channel orchestration
No automatic orchestration
Email + SMS + AI call, chosen automatically per contact
Conversational AI assistant
None for accounts receivable
Copilot connected to your Sage data, executes the actions
Customer-level personalization
None — uniform treatment
Tone, timing, and channel adapted to each payment profile
White-label
Not applicable (no automated follow-up)
Every communication goes out under your brand
DSO management
No active mechanism for DSO reduction
AI engine dedicated to accelerating collections and reducing DSO
DATA SHARED
What data flows between Finaxis and Sage Business Cloud
Technical mapping of objects synchronized via the official Sage REST API, with the direction of each flow.
In Finaxis
Direction
In Sage
Invoice
Sales Invoice
Customer
Contact (Customer type)
Payment
Payment
Payment terms
Payment Terms
Contact person
Contact Person
Credit note
Sales Credit Note
In Finaxis
Invoice
In Sage
Sales Invoice
In Finaxis
Customer
In Sage
Contact (Customer type)
In Finaxis
Payment
In Sage
Payment
In Finaxis
Payment terms
In Sage
Payment Terms
In Finaxis
Contact person
In Sage
Contact Person
In Finaxis
Credit note
In Sage
Sales Credit Note
FAQ
Frequently asked questions
Everything you need to know about the integration.
The connection is made directly from Finaxis via OAuth 2.0, in under 15 minutes. You authorize access to your Sage account in a few clicks — no manual API key, no code, no IT involvement.
Finaxis runs in complementary mode. It reads your invoices, customers, payments, contacts, payment terms, and credit notes, but only writes to Sage the follow-up actions you've approved (contact notes, payment recording). Your books stay clean.
No. Every communication goes out under your company's name, email, and voice. Your customers only see your brand — Finaxis stays invisible behind the scenes.
The AI analyzes each customer's payment history pulled from Sage — recurring delays, average amounts, payment terms — and adapts the tone, timing, and channel of every follow-up. A strategic customer paying late for the first time doesn't get the same message as a chronic late payer.
Yes. The conversational AI assistant lets you ask in plain language: "Which invoices over 60 days haven't received a follow-up?", "What's the total overdue amount for customers in sector X?". The AI queries your Sage data and answers in real time.
Yes. Contact our sales team to start a trial and see results before committing to a plan.
Yes, we are CASA Tier 2 certified. All data is hosted in Canada (Quebec Law 25 compliance), encrypted end-to-end, and protected by the OAuth 2.0 standard.
Yes. Finaxis optimizes its API calls with an incremental sync mechanism — only recent changes are pulled each cycle. For most SMBs, that limit is more than enough. If your data volume is very high, our technical team can configure pagination and caching strategies tailored to your setup.
Finaxis natively connects to Sage Business Cloud (SaaS) via its REST API. If you use Sage 50 (desktop/on-premise), a CSV import is available. For specific needs, contact our sales team to explore custom-connector options.
Connecting Sage Business Cloud and syncing the data takes under 15 minutes. You can send a first follow-up in copilot mode within those 15 minutes. Response-rate improvements typically show after 30 days of use, and you should expect about 90 days to reach a 15-25% reduction in your overall DSO.
Ready to turn Sage into a collections engine?
The Sage Business Cloud integration is coming soon. Join the waitlist to be among the first to connect your Sage to Finaxis.