The InterWeave Sage Solution connects supported Sage accounting platforms with your CRM using the InterWeave SmartSolutions Integration Platform. This cloud-based solution enables configurable, uni- or bi-directional data synchronization between sales, finance, and operations. As Sage’s product portfolio has evolved over time, InterWeave has continuously enhanced its integration capabilities to ensure compatibility, scalability, and long-term reliability.

Key Benefits:

InterWeave Sage Accounting Integration

Unified CRM–Finance Automation with Enterprise-Grade Governance
The InterWeave Sage Accounting Integration leverages the InterWeave SmartSolutions Platform, a secure, cloud-based integration and automation framework purpose-built to connect CRM platforms with financial and operational systems such as Sage.

Rather than treating accounting connectivity as a one-off connector, InterWeave delivers a configurable, extensible integration layer that supports real-time, governed data exchange across sales, finance, payments, and operations. As Sage’s product portfolio has evolved over time, InterWeave has continuously advanced its connectors, mappings, and orchestration logic to ensure long-term compatibility and scalability.

Key Benefits

• End-to-end CRM–Finance alignment
  Eliminate data silos by synchronizing customers, transactions, products, and financial activity between CRM and Sage in near real time.
• Configurable, not hard-coded
  Define how data flows, maps, validates, and reconciles—without custom code—using InterWeave’s SmartFlows and SmartAgents.
• Operational and financial visibility inside CRM
  Empower sales, finance, and service teams with access to financial status, invoice history, and payment activity directly within the CRM experience.
• Built for growth and governance
  Designed to scale with transaction volume, multi-entity accounting, audit requirements, and evolving business processes.

Core Integration Capabilities
Data Synchronization

• Uni-directional or bi-directional integration at the object and field level
• Support for standard and custom objects on both CRM and Sage sides
• Near real-time or scheduled processing based on business requirements

CRM → Sage

• Automatically create or update:
  • Customers and Vendors
  • Sales Orders and Invoices
  • Products, Items, and Pricing
• Enforce validation rules before financial posting

Sage → CRM

• Synchronize:
  • Customer and vendor updates
  • Invoice status and payment history
  • Sales and financial transactions
• Keep CRM records continuously aligned with financial truth

Financial Visibility in CRM

• Accounts Receivable and Accounts Payable insights
• Access to invoice history, payment status, and financial totals
• Optional exposure of GL-related data for reporting and analytics

Platform Features

• SmartFlows – Configurable workflow orchestration for financial and operational processes
• SmartAgents – Intelligent mapping, validation, and error-handling logic
• Monitoring & Governance
  • Integration health dashboards
  • Connection and transaction monitoring
  • Detailed logs and audit trails
  • Automated notifications for exceptions or failures
• Configuration Flexibility
  • Modify mappings and flows without redeployment
  • Support for evolving business rules and data models

Requirements & Licensing

• A supported Sage accounting license is required
• A supported CRM license is required
• Integration subscription includes access to the InterWeave platform and Sage connectors
• Implementation, configuration, data migration, training, and any custom financial logic are scoped and priced separately based on complexity and volume
• Sage licensing, API usage limits, and third-party costs are governed by Sage and billed directly by the provider

Pricing Model

InterWeave offers three subscription tiers designed to align with business size, transaction volume, and integration complexity. Final pricing is determined based on scope and requirements.

Requirements:

Integrating with this application requires you to use your SenderID and buy a web services developer license from Sage. Your API usage will count towards your API performance tier. Sage may prevent customers from integrating with this application under the partner’s SenderID.

Price:
Three Subscription Models are offered

Integration Approved Countries:
United States