Powerful process automation for your Sage ERP system
Sage’s AI-powered automation solutions offer a smarter way to manage your business processes. Streamlined workflows eliminate repetitive manual tasks, reduce costly errors, and ensure data accuracy across your operations. With faster approvals and real-time data turned into actionable insights, your team can make informed decisions more efficiently. Whether you’re managing finances, operations, or customer relationships, Sage process automation helps you stay ahead by improving productivity and enhancing overall efficiency.
Process automation drives growth and efficiency
As more companies embrace digital transformation, automation is becoming an increasingly important part of financial management. From small startups to large multi-entity corporations, organizations of all sizes are realizing the benefits of automation to streamline their processes, save time and resources, improve accuracy, and boost overall efficiency. By implementing automation, your finance team can focus on what truly matters: making proactive, strategic decisions that drive growth and create value.
Save time by automating repetitive tasks
Eliminate repetitive, time-consuming tasks including manual data entry. With confidence in the accuracy of your information, your team can focus on more strategic and impactful work that drives growth.
Monitor key activities through alerts and warnings
Track conditions needing attention like stock items that require reordering or overdue invoices. Automate actions like placing overdue clients on credit hold or creating purchase orders for low-stock items.
Simplify workflows to improve efficiency
Automate invoice processing and reconciliations and other processes, saving hours of administrative work while ensuring accuracy and consistency in your financial records.
Brochure
Sage Alerts & Workflow — data-driven insights for business-critical decisions
Sage Alerts & Workflow acts as your invisible assistant, providing advanced warnings for critical business issues like stock shortages, overdue invoices, and inactive leads. View the brochure to learn how it can keep you a step ahead in managing your operations.
Sage Alerts & Workflow—automatically monitor key activities
Integrated with your Sage 100 system, Sage Alerts and Workflow combines alerts and automation to help companies monitor key activities. Through alerts and warnings, business leaders and staff can easily identify conditions that require attention; stock items that require reordering; and pay overdue invoices.
More than just a way to identify and communicate critical business activities, Sage Alerts & Workflow automatically responds to those activities, such as putting a past due client on credit hold or creating a purchase order for an item nearing its reorder level.
Sage AP Automation—automate and track every step of your AP workflow
Sage AP Automation integrates effortlessly with your Sage ERP, revolutionizing your accounts payable process by eliminating tedious, error-prone tasks while keeping you in full control. It automates invoice management, providing real-time tracking at every stage—from purchase orders and coding to approvals and payments. By streamlining your AP workflow, Sage AP Automation empowers your team to work more efficiently while delivering actionable insights at every step. The result? A smarter, smoother approach to managing your finances.
Tipalti — end-to-end global payables automation
Integrated with Sage 100 and Sage Intacct Tipalti helps streamline and automate every aspect of your accounts payable (AP) process. From supplier onboarding and tax compliance to invoice processing, global payment scheduling, and reconciliation, Tipalti brings complete AP management under one platform. Suppliers also benefit from real-time payment status updates, ensuring a smooth experience.
- Reconcile payables to Sage in real time
- Gain control and visibility over your spend
- Scale with advanced multi-entity capability
- Reduce payment errors with a self-service supplier portal
Case Study
How DocLink helped turn SWEPCO’s accounting into a well-oiled machine
Get paid faster with Sage AR automation
Simplify your quote-to-cash process with Sage AR Automation, the ultimate solution for optimizing your accounts receivable operations. This powerful tool simplifies collections, enhances efficiency, and unlocks additional working capital for your business.
Sage AR Automation empowers your team to assign tasks, monitor progress, and generate insightful reports with ease. Seamlessly integrated with Sage, it also automates payment processes, saving time and reducing manual effort.
Key benefits include:
- Over 30% reduction in Days Sales Outstanding (DSO)
- A 3x increase in staff productivity
- More than 30% improvement in cash flow
DocLink document management connects people, processes and data
DocLink, the only document management and process automation solution endorsed by Sage, helps businesses easily connect their people, processes, and data. It enables secure storage, quick retrieval, and effortless sharing of documents, eliminating the need for paper. By automating workflows, DocLink boosts efficiency, reduces costs, and minimizes errors, making it an indispensable solution for today’s modern businesses.
- Streamlined approval process
- Increased productivity and collaboration
- Reduced manual errors
- Powerful and flexible security
Sage Copilot—your AI-powered team member
Introducing Sage Copilot, the AI-powered productivity assistant transforming the way you work. Built to simplify workflows and speed up tasks, Sage Copilot enables your team to achieve more with less effort. By offering intelligent recommendations and data-driven insights, it ensures your business operates with greater precision and efficiency, helping you move forward smarter and faster.
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