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
Custom Chart of Accounts
Ledger Analysis Objects for Financial Reporting
Customers & Suppliers
Tax Engine for any legislation
Journal Types, Transactions and related Posting Rules
Reports & Dashboards
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
Additional configuration, customization and integrations
Recording and posting transactions
Reconciling bank accounts
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.