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Sage

Enterprise ready. Audit-proof.

Bridge Workform with Sage's enterprise accounting suite. Map complex GL structures, sync multi-entity transactions, and maintain audit-ready financials.

Workform
Workform

Enterprise ready. Audit-proof.

Handle multi-entity, multi-currency setups with proper intercompany eliminations.

Enterprise ready

Handle multi-entity, multi-currency setups with proper intercompany eliminations.

Audit-proof

Complete transaction history with source-document links for every synced entry.

Custom mapping

Map your chart of accounts exactly how your finance team needs it — no compromises.

Everything you need

The full feature set of the Sage integration, included on every plan.

Sage 50, Sage 200, and Sage Intacct support
Custom GL account mapping and dimensions
Multi-entity and intercompany transaction sync
Departmental and project-level cost allocation
Purchase order and accounts payable automation
Audit trail with full transaction history

Up and running in minutes

Three steps to connect Sage to Workform.

1

Connect your account

Authenticate with a single click — no API keys to copy, no webhooks to configure manually.

2

Configure your sync

Choose what data to sync, map fields to your workflows, and set your preferred sync frequency.

3

Go live

Enable the integration and watch data flow in real time. Monitor sync health from your dashboard.

Frequently asked
questions

Everything you need to know about the Sage integration.

Most merchants are up and running in under 5 minutes. Connect your Sage account, configure your sync preferences, and you're live. No developer required.

Yes. Changes sync bi-directionally in near real-time via webhooks. Inventory updates typically propagate in under 30 seconds to prevent overselling and data drift.

Absolutely. You have full control over which entities sync (products, orders, customers, inventory), field mapping, sync direction, and conflict resolution rules.

Our sync engine queues changes during outages and automatically reconciles when connectivity is restored. No data is lost, and you'll see a full audit trail of what synced and when.

All data is encrypted in transit (TLS 1.3) and at rest (AES-256). We use OAuth 2.0 for authentication where supported, and never store third-party credentials in plain text. Workform is SOC 2 Type II compliant.

Ready to connect Sage?

Start syncing in minutes — no credit card required. Free for up to 500 orders per month.

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