Established finance processes are worth working with rather than around.
CubeMSP and Sage
Billing data from recurring services and chargeable time exported into Sage, for firms whose finance function is not moving and should not have to.
- Accounting
- No per-connector licence
- 01234 672 617
Sage remains the accounting system of a great many established UK service businesses, frequently for good reasons that have nothing to do with software preference - a bookkeeper who knows it inside out, an accountant who files from it, and fifteen years of history in it. CubeMSP produces the billing data and hands it over, rather than asking the finance function to move so that the service desk can be modernised.
What moves
Exactly what is synced, and which way
Being specific about this up front avoids the single most common integration disappointment - discovering after go-live that one field never travelled.
- Out of CubeMSP
Recurring service billing
The period’s recurring services per client, with quantity, price, period and nominal code, ready to import.
- Out of CubeMSP
Chargeable time and project work
Billable time and completed project milestones as invoice lines with their incident or task reference attached.
- Both ways
Customer accounts
Account references kept aligned so the billing export lands against the right customer without manual matching.
How it behaves
The detail that decides whether it is actually useful
Import files, not screen-scraping
Billing data produced in the format Sage imports, so the finance process stays a finance process rather than becoming an integration project.
The recurring run in one operation
Monthly, quarterly and annual cycles handled together, with mid-term quantity changes pro-rated from their effective date.
Unbilled work listed before the run
Billable time not yet invoiced surfaced at the point it can still be added, rather than found during a review three months later.
Nominal coding applied once
Service categories mapped to nominal codes and departments during implementation, so nobody codes lines by hand every month.
Setting it up
Three steps, done during implementation
Agree the Sage version and the import format your finance team already uses.
Map service categories to nominal codes and departments once.
Run the first period in parallel and reconcile before relying on it.
Questions
What people ask about this one
No - it is planned rather than built, and the specific Sage product matters. Tell us which version you run during discovery and we will tell you the effort and timing.
Sage 50 and Sage Business Cloud Accounting are the two we see most and the two we will build for first. Sage 200 is a larger piece of work and would be scoped separately.
For Sage 50, a file import is usually the more reliable approach and is what most finance teams prefer. Where a supported API exists we will use it.
Yes, and most firms do. The billing run exports as a spreadsheet, which is enough to work from while the connector is built.
Related
Usually set up at the same time
- XeroRecurring service billing and chargeable time pushed to Xero as draft invoices, with the ledger staying exactly where your accountant wants it.
- QuickBooksRecurring service billing and chargeable time pushed to QuickBooks Online as drafts, with client accounts kept in step.
- REST API & WebhooksA documented REST API and webhooks on every meaningful event - included in the platform, not licensed per connection.
Sage
Check the Sage detail before you commit
Send us the specifics - your chart of accounts, your tax treatment, your product structure - and we will tell you exactly how it maps rather than promising it will be fine.