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Save hours every week with our Sage bank feed integration

We know that keeping your books up – to date can be a time-consuming activity – especially if you do it manually, and if your systems don’t talk to each other. You can end up spending hours, days or even weeks reconciling your books… which is why we are now giving our customers the ability to connect Soldo to Sage through their bank feed!

Posted on 15 October 2021 by Soldo

This integration will automatically sync all your settled transactions with a range of Sage products, including Sage Business Cloud Accounting and Sage 50.

As a business owner or finance team leader, it can often feel like there is not enough time in the day. This should give you back some precious hours to focus on business that matters.

So, how does this integration work and how does it benefit you? Let’s find out…

How does it work?

To connect Soldo to Sage, you will first need to log into your Sage product. After this, the process may vary depending on which Sage product you use.

For instructions on how to connect Soldo to your Sage solution, click here or visit the Sage help centre.

How will it help you?

Now that you know how this integration works and how to set it up, let’s have a look at how it can make your life easier.

There are three major perks to integrating Soldo with Sage:

Save valuable time

Think about how much time you spend manually inputting your transaction data into your accounting software. Importing statements isn’t exactly productive work, is it? Connecting Soldo to Sage automates this process. Your transactions are automatically synced. It’s quicker, easier, and you stop wasting time.

Eliminate manual data entry errors

Manually adding transaction data often results in mistakes. You might realise too late that you’re looking at inaccurate information – it happens. By integrating Soldo with Sage and streamlining your accounting, you’re ensuring that transaction information is correct and that you can trust it 100%. And on top of that, it’s a lot less admin work.

Easily reconcile your transactions

With transaction information automatically imported into Sage, you can seamlessly match or create transactions. This means you get real-time visibility over your cash flow, so that you can keep your accounts up to date. You can also create rules within Sage to make your workflow even more automated – and easier than ever.

Our Sage integration is currently available for users of the following Sage products:

  • Sage 50
  • Sage 200
  • Sage Business Cloud Accounting (UK only)
  • Sage Intacct

Get started today

Log in to Sage and connect Soldo now.

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