Sage Integration with Documation Solutions
Seamless integration with Sage means you can unlock the full benefits of Documation’s finance automation without overhauling your existing systems. Whether you’re using Sage 200, Sage Intacct, or another version, our platform is designed to work alongside your setup—connecting your workflows, reducing manual tasks, and ensuring accurate data flows from end to end. The result? Greater efficiency, stronger compliance, and more control across your finance function. Ready to see it in action? Book a demo today and discover how easily Documation works with Sage.
Connect Documation with Sage—Simply and Securely
Our integration is designed to work with your existing Sage system—no replatforming, no disruption. Simply connect directly to your finance system to streamline key processes.
What gets connected?
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Supplier and GL data synchronised automatically
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Invoice status updates pushed back into Sage
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Approved invoices posted directly into your system
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Seamless workflow between Sage and Documation
We tailor the integration to your needs, working closely with your team to ensure a smooth setup with minimal internal IT input.
Ready to find out how our finance solutions can help you?
Why Integrate Documation with Sage?
Our Sage integration brings powerful automation into your existing finance setup—without the learning curve or downtime.
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Faster Processing
Cut approval and processing times across your finance workflows.
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Reduced Admin
Eliminate repetitive data entry and manual reconciliation.
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Real-Time Visibility
Track every transaction with full audit trails and live status updates.
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Improved Accuracy
Avoid errors and duplicates with automated matching and validation.
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Built-In Compliance
Enforce approval rules and document retention policies with ease.
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Scalable Setup
Grow your solution with your organisation—across teams, sites, or systems.
Proven Results: Radius Delivers Faster, Smarter AP with Documation + Sage
Radius turned to Documation to reduce invoice processing times and improve control across its finance function. By integrating seamlessly with their Sage 200 system, Documation helped them achieve faster approvals, greater visibility, and significant time savings—without disruption to daily operations.
Automate Core Finance Tasks with Confidence
Once integrated with Sage, Documation automates time-consuming, manual finance processes—so your team can focus on what matters.
Works Seamlessly with Sage 200, Intacct, and More
Our integration supports a wide range of Sage products, including Sage 200, Sage Intacct, Sage 50cloud, and Sage X3. We’ll tailor the setup to fit your system, whether cloud-based or on-premise, and ensure a smooth connection between Documation’s platform and your existing finance processes.
Don’t see your version? Get in touch.
Dedicated Support from Setup to Success
From integration planning to go-live and beyond, our expert team works alongside your internal teams to deliver a seamless experience. We handle the technical detail and offer full training, documentation, and ongoing support—so your finance function is confident and self-sufficient from day one.
Flexible Integration That Fits Around Your Infrastructure
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On-Premise Integrations
Still running Sage on local servers? No problem. Documation integrates directly with your on-premise Sage environment via secure connections, without compromising your internal network. We’ve worked with numerous IT teams to deliver compliant, efficient integrations that meet strict data control and infrastructure policies.
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Customer-Led Integrations
Already have internal developers or a third-party IT partner? Our platform is designed to be flexible and accessible—so if you want to lead the integration process, we’ll provide all the tools, documentation, and technical guidance needed to make it happen on your terms.
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No API? No Problem
Even if your current Sage version doesn’t support modern APIs, we can still integrate effectively. Our platform supports alternative methods like file-based integration, secure flat-file exchange, and custom connectors—making automation accessible regardless of system age or API limitations.
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Multiple ERP Instances
Running Sage across multiple sites, departments, or entities? Our platform can handle complex configurations with ease. We support multi-instance and multi-entity environments, ensuring clean data separation, role-based access, and consolidated reporting where needed.
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Web Services Connector
Our Web Services Connector allows real-time, bi-directional communication between Documation and Sage. That means data flows automatically between systems and is always synced up.
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Need more information? Get in touch with us.
Get in Touch
Book a Free Demo
Discover how simple and powerful finance automation can be—without changing your ERP. Book a tailored demo with our team and explore how easily Documation integrates with your Sage platform.
The integration process is designed to be fast, smooth, and low-impact on your internal teams. Timelines vary depending on the complexity of your setup, but most clients are up and running in just a few weeks. We provide dedicated onboarding, project management, and technical support throughout, ensuring minimal disruption to day-to-day operations.
There’s no one-size-fits-all price—every Documation solution is tailored to your organisation’s size, Sage version, automation needs, and budget. We’ll work with you to scope out the most cost-effective setup, and provide transparent pricing with no hidden fees. Many clients see rapid ROI through time savings, reduced errors, and improved control over spend.
No. Documation is designed to integrate seamlessly with your existing Sage setup—whether you’re using Sage 200, Intacct, 50cloud, or X3. There’s no need to replatform or overhaul your ERP. We connect directly to Sage’s APIs or use custom connectors, depending on your environment, to ensure smooth data flow and complete compatibility.
You can automate a wide range of finance functions, including invoice capture and approval, purchase-to-pay workflows, expenses, remittance delivery, and statement reconciliation. Our system also applies policy rules and approval logic, so you reduce manual input while improving accuracy and compliance.
Clients typically experience significant reductions in invoice processing times, improved visibility across departments, and fewer manual errors. In some cases, teams have doubled their document handling capacity without adding headcount—freeing up time for higher-value finance work and strengthening supplier relationships.