Sage Active

Sage Active helps you manage your business with confidence, so you can focus on what matters to you.

It's an AI-powered application tailored for small businesses that digitises accounting, sales and purchase digitization, enabling small business owners to achieve more with one solution.

With all your business data in one place with Sage Active, you can increase efficiency with generative AI, giving you time to focus on building your business. Simplify compliance across all Sage applications, backed by unrivalled business and compliance expertise and Sage Copilot. Fast and friendly product support and advice when you need it.

Main problems that Sage Active solves for its customers.

Time savings: By automating many accounting tasks, such as invoicing, payment reconciliation and reporting, businesses can save a lot of time and invest it in other important areas of the business.

Accuracy: Automated processes reduce errors, resulting in accurate financial reports and a better understanding of the company's financial position.

Accessibility: Because Sage Active is cloud-based, users can access their accounting data from anywhere, at any time. This is particularly useful for businesses with multiple locations or for employees who work remotely.

Compliance: Sage Active helps businesses meet regulatory and tax requirements by providing up-to-date and accurate financial data and monitoring compliance.

Cost efficiency: By reducing manual tasks and minimising errors, businesses can save costs and use their resources more efficiently.

Reporting and analysis: Sage Active provides comprehensive reporting and analysis tools to help organisations make informed business decisions and monitor financial performance.

Cloud AI-powered accounting, sales and purchase automation for small businesses: Because it's an open cloud solution, they're always connected and collaboration between teams is enhanced. You get the flexibility you need to grow your business.

With Sage Copilot, Sage Active empowers every user to achieve the extraordinary through intelligent automation and insight.

Easy to use, step-by-step, contextual help: With a great customer experience, contextual help and walkthroughs, users can use 100% of the software from day one. They will be up and running in no time. Make it easy to get started and use new features.

Multi-jurisdictional, multi-company, multi-lingual (FR, GE, SP, EN)

Automatically generate your accounts, reports and dashboards from your bookings, invoices and payments: Ready-to-use sales flow: quotes, orders, delivery notes, invoices, credit notes, with transfer facility. Price list & discounts.

Unlike the competition, Sage Active enables small businesses to grow and scale with its future-proof extensibility, compliance support and world-class user and support experience.

What makes Sage Active different:

Compliant and secure AI-based solution, personalised onboarding and unlimited support (phone, online help).

We have been helping small and medium sized businesses run their day-to-day business for over 40 years. Sage benefits from a huge network of local and global partners.

Sage Active is a complete accounting solution with double-entry bookkeeping for self-bookers with accounting knowledge and those who want to learn.

The solution was launched in January 2024 with accounting capabilities. The feature set has since been expanded to include:

User management: Easily create and manage all the users you need within Sage Active and give them instant access to the solution.

Organisation Management: Easily create and manage all required organisations within Sage Active and have them instantly available in the solution.

Sales Capabilities: Sage Active provides a simple sales process from quote to invoice with automatic generation of accounting entries including sales documents & PDF creation, import & manage your products and services, advanced pricing and process your documents

Integration with partner solutions: eBilanz+, N2F, Sage 50 Handwerk

GoBD certification and Cash-VAT model

Sage Copilot: Sage Copilot is a generative AI productivity assistant that can transform your business management and workflow. This intelligent tool automates complex tasks, provides personalised business advice and makes proactive recommendations to improve performance. The more you use Sage Copilot, the more it adapts to your needs. Our vision is to empower every Sage user to achieve the extraordinary through intelligent automation and insight. Today, Sage Copilot is helping customers in the following three areas:

• Copilot insights: Sage Copilot provides immediate actionable items for your business: overdue offers, invoices due in the next 7 days, overdue invoices and a list of the last 3 invoices per customer.

• Email reminders: Based on the insights, Copilot suggests email messages that you can customise in length and tone to suit your needs.

• Instant analysis: Sage Copilot proactively monitors data from your financials (P&L and balance sheet) and then uses generative AI to provide a clear and tailored report, allowing you to make better-informed decisions quickly.

With every release (monthly) Sage Copilot gets more feature and value.

Customer Stefan Gärtner, Managing Director, HeJo Dresden vermögensverwaltende GmbH.

“Since we started using Sage for our accounting, we have a much better overview of our finances. The user-friendliness and extensive functions are impressive.”

“The integration of Sage into our daily business processes has been seamless. The software saves us valuable time and ensures error-free accounting data.”

“Thanks to Sage, we have optimized our accounting processes and can now better focus on our core business. The support is also first class!”

https://www.sage.com/de-de/produkte/sage-active/