Xero
ERP & accounting
Sync Xero invoices and contacts, and post matched payments straight back.
ERP & accountingSage + Modern
Modern connects to Sage Intacct and Sage X3 to bring open invoices and customers in, and sends matched payments back, so AR in Sage stays current without manual entry.
Capabilities
What Modern does with Sage
Read open invoices, aging and payment terms from Sage Intacct or X3.- Send matched payments back to Sage once they are approved.
- Sync customers and billing contacts for accurate outreach.
- Write notes and collection activity back, with every action logged.
Setup guide
How setup works
- 1
Connect Sage
Your admin authorizes Modern through Sage's API with OAuth or scoped API credentials. Where API access isn't available, Modern works from scheduled SFTP or flat-file exports instead.
- 2
Map your receivables
Modern maps your customers, open invoices, credits and payment terms. You review the mapping and the rules Modern will follow before anything runs.
- 3
Go live in days
Modern starts working under the rules and approvals you set, with every action logged in the audit trail, and cash starts flowing soon after.
Security
Only the access it needs
Modern connects to Sage with scoped credentials, encrypts and tokenizes sensitive data, asks before doing anything new, and logs every action it takes in the audit trail.
FAQs
Sage integration FAQs
Can’t find what you’re looking for? Send us a message and a person on the team will answer.
Through Sage's API, using credentials your admin authorizes and scopes to receivables data. Where API access isn't available, Modern can work from scheduled SFTP or flat-file exports instead. There is nothing to replace and no IT project.
Applied cash, payment matches, notes and collection activity, under the rules and approvals you set. Modern asks before doing anything new, and every write-back is logged in the audit trail.
Modern is live in days: connect Sage, review how Modern maps your customers, invoices and terms, then switch on the work you want Modern to do. Cash starts flowing soon after.
ERP & accounting
Related integrations
QuickBooks
ERP & accounting
Connect QuickBooks Online in minutes and start collecting the same week.
NetSuite
ERP & accounting
Sync invoices, customers and payments both ways, so AR and the GL always match.
YOUR NEXT STEP
See Modern work with Sage
Walk through your receivables with our team and see how Modern would work with your Sage setup.
- Connects to Sage, nothing replaced
- Checks in before new steps
- Live in days, with cash flowing