Sage

Sage

Finance & ERP

Connect Sage to JoySuite and give your AI assistants access to your accounting and business data. Query financials, invoices, contacts, and reports using natural language.

Access Mode
Read Only
Setup Time
~10 minutes
Auth Method
OAuth 2.0
Coming Soon

Connect Sage to JoySuite

Enable your AI assistants to query Sage data, surface financial insights, and help your team manage business operations.

Join Waitlist

What Your Assistants Can Access

JoySuite securely connects to Sage, making these resources available to your AI assistants.

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Invoices

Access sales and purchase invoices with payment status.

Invoice # Contact Amount Status Due Date
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Contacts

Query customers, suppliers, and contact details.

Name Type Email Balance Credit Limit
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Ledger Accounts

Access chart of accounts and balances.

Account Type Balance Currency Status
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Reports

Query profit & loss, balance sheet, and aged reports.

Report Type Period Data Totals
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Transactions

View bank transactions and reconciliation status.

Date Type Amount Account Reconciled
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Products & Services

Access product catalog and pricing information.

Name SKU Price Cost Stock

Connector Commands

Use these specialized commands to interact with your Sage data directly in conversations.

/sage invoice

Get Invoice

Retrieve invoice details and payment history.

/sage contact

Get Contact

Access customer or supplier record.

/sage balance

Account Balance

Query ledger account balances.

/sage report

Run Report

Generate P&L or balance sheet report.

/sage aging

Aged Report

View aged receivables or payables.

/sage search

Search

Search across contacts and transactions.

Example Prompts

See how your team can leverage Sage data with natural language queries.

"

Show me all overdue invoices and their total value. Which customers owe the most?

Invoices Overdue AR Analysis
"

What's our profit and loss looking like for this quarter compared to budget?

P&L Budget Quarterly Review
"

List all transactions from our main bank account this month.

Transactions Bank Monthly
"

Which suppliers do we owe the most to? Show me their payment terms.

Suppliers AP Payment Terms

Cross-System Intelligence

Combine Sage data with other connected systems for deeper insights.

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Sage + CRM

Surface customer financial status alongside sales opportunities.

Complete customer insight
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Sage + Communication

Get financial answers when money topics arise in conversations.

Real-time financial data
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Sage + Analytics

Combine Sage accounting data with business intelligence.

Enhanced reporting
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Sage + Documents

Reference financial data alongside contracts and agreements.

Financial context

Permissions & Access Control

You control exactly what JoySuite can access within Sage.

Default

Read Access

Standard access level for querying Sage data.

  • View invoices and transactions
  • Access contact records
  • Run financial reports
  • Query account balances
Not Available

Write Access

Write access is not available for this connector.

  • Sage is read-only by design
  • Transaction creation requires Sage
  • Data integrity preserved
  • Full audit trail maintained

Connect in Minutes

1

Click Connect

Select Sage from the connector library

2

Authorize

Log in and approve the connection

3

Configure

Choose which data to sync

4

Start Asking

Query your data with natural language

Related Connectors

These connectors work great alongside Sage.

Ready to Connect Sage?

Give your AI assistants access to your Sage data. Get started in minutes.

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