Sage Live

Sage Live

Sage Live is unlike any other traditional accounting package. It is an accounting solution built on the Salesforce platform, with an open API to allow easy integration with other best of breed apps. Sage Live was designed to be a global solution to allow businesses to operate anywhere in the world, supporting multiple legislations and currencies, and to easily consolidate accounts up to the parent.

It also offers a multi-dimensional ledger to allow businesses to track and report on any number of dimensions, giving businesses deeper insights into different areas of their business.

Who Is It For?

Sage Live is a platform solution and thus businesses already using Salesforce have an ability to put their entire business on the platform with Sage Live as their back-end accounting solution. This allows businesses to utilize the platform to build processes around their business and at the appropriate point, to send transactions directly into Sage Live to post to the ledger accounts. 

A current Salesforce customer has the capability of extending Sage Live by utilizing the customization capabilities of the platform. But even if you’re not a Salesforce customer you can still benefit from using Sage Live. A key differentiator is the ability to create your own posting rules. Each business is unique, with their own business model and processes. Sage Live is unique in its ability to offer powerful customization capabilities, giving you complete control over what to debit and credit, and when, with each accounting transaction. 

Sage Live Services

The following represent a flavor of some of the core Sage Live services we offer at Veltig:

Onboarding to Sage Live

  • Companies

  • Custom Chart of Accounts

  • Ledger Analysis Objects for Financial Reporting

  • Customers & Suppliers

  • Dimensions/Tags

  • Tax Engine for any legislation

  • Journal Types, Transactions and related Posting Rules

  • Reports & Dashboards

  • Sage Add-ons

  • User Management

  • Approvals and Workflows

  • Customization, including custom objects, fields, formulas, processes, and reports

  • Integration with Salesforce and other apps

Sage Live Training, Support, Maintenance

  • 1:1 or group training

  • Training documentation

  • Issue resolution

  • Additional configuration, customization and integrations

Outsourced Bookkeeping:

  • Recording and posting transactions

  • Reconciling bank accounts

  • Generating reports

Why Veltig?

We are Sage Live experts - we were an early adopter of Sage Live, have been using it internally since it was first launched, and were one of the first business partners supporting the product.

We are also accounting experts and this is essential to a successful onboarding of Sage Live. Finally, when it comes to Salesforce, we’ve been in business over 10 years and we know the platform inside out. We know how Sage Live was designed in a way to take full advantage of the platform, and we know how to integrate and customize around Sage Live to meet the needs of any business. 

We also have a strong development staff with solution designers and engineers that can help businesses re-imagine the way they do business and create solutions to meet their needs.

Mary Balmer our Practice Director contributed to the successful global launch of Sage Live while working as a Director of Development at Sage. Mary has almost 20 years of experience with Sage and is now helping to bring the vision of Sage Live to life.

“With Sage Live, you can look ahead with one source of info, controlling your business from the palm of your hand. It will connect with thousands of apps—making Sage Live fit exactly to the needs of each company.”
— Santiago Solanas | CMO | Sage


Sage Live and Veltig