Bean exists to transform the way accountants work, around the world. Our world-class platform of AI-powered workflows and agents helps Accountants and Finance teams be more productive through streamlining their month-end closes and strategic projects.

Key Benefits:

On average, teams using Bean with Sage unlock 40% more capacity across monthly closes and strategic projects. 

More and more teams at Top 200 CPA Firms and high-growth companies are using Bean for:

• Capacity Tracking and Team Management: Optimization, coordination, & oversight of team members while tracking, assigning, & evaluating team member workloads.
• Close Management: Streamline your month-end-close process, reconciliations, & financial reporting.  
• Dynamic Reporting: Real-time insights, transaction reporting, flux & variance analysis, & more.
• Collaboration: Work together in real time on shared research, documents, & workflows.
• Technical Accounting AI Copilot: Collaborate, write memos, research guidance, plan work, & utilize generative AI.
• Notifications: Relevant live updates from checklists, direct messages, mentions, & group discussions.
• Built in Compliance: Take credit for the compliance work your team does, as they're doing it.

Bean AI is where the best Accountants go to work.

Requirements:

Integrating with this application requires you to use the partner’s SenderID. By using the partner’s SenderID, you do not need to buy a web services developer license from Sage and your API usage will not count towards your API performance tier. Sage may prevent customers from integrating with this application under their own SenderID.

Price:
Monthly SaaS Subscription

Integration Approved Countries:
United States