# 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.

**URL:** https://cubemsp.co.uk/integrations/sage

Established finance processes are worth working with rather than around.

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.

## Details

- **Category:** Accounting
- **Licence cost:** included, no per-connector charge
- **Platform:** CubeMSP (https://cubemsp.co.uk/platform)

## What syncs

- **Recurring service billing** (Out of CubeMSP): The period’s recurring services per client, with quantity, price, period and nominal code, ready to import.
- **Chargeable time and project work** (Out of CubeMSP): Billable time and completed project milestones as invoice lines with their incident or task reference attached.
- **Customer accounts** (Two-way): Account references kept aligned so the billing export lands against the right customer without manual matching.

## How it behaves

- **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.

## Setup

1. Agree the Sage version and the import format your finance team already uses.
2. Map service categories to nominal codes and departments once.
3. Run the first period in parallel and reconcile before relying on it.

## Frequently asked questions

**Is this available today?**

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.

**Which Sage products are covered?**

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.

**Is it a live connection or a file?**

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.

**Can we start without 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 integrations

- **Xero** - Recurring service billing and chargeable time pushed to Xero as draft invoices, with the ledger staying exactly where your accountant wants it. https://cubemsp.co.uk/integrations/xero
- **QuickBooks** - Recurring service billing and chargeable time pushed to QuickBooks Online as drafts, with client accounts kept in step. https://cubemsp.co.uk/integrations/quickbooks
- **REST API & Webhooks** - A documented REST API and webhooks on every meaningful event - included in the platform, not licensed per connection. https://cubemsp.co.uk/integrations/rest-api

## Contact

- **Product:** CubeMSP
- **Trading name of:** Cube Systems Limited (company number 17220899, ICO registration number ZC216972)
- **Email:** hello@cubemsp.co.uk
- **Sales:** sales@cubemsp.co.uk
- **Support:** support@cubemsp.co.uk
- **Telephone:** 01234 672 617 (+441234672617)
- **Address:** Unit 11, Olney Business Park, Osier Way, Olney, Buckinghamshire, MK46 5FP
- **Opening hours:** Monday to Friday, 9am to 5.30pm
- **Part of:** Crushed Ice Group (https://crushedicegroup.co.uk)