Sage Live Features

Manage your accounting and your business more efficiently

Sage Live brings together two global market leaders in modern business technology:Sage, the benchmark in accounting and business management software, and Salesforce, the leading cloud-business platform and the most popular CRM package worldwide. Sage Live really is a game changing piece of software with impressive, mobile technology and accounting features, specifically designed to maximise efficiency and productivity.  
Sage Live: Accounting Sage Live: Mobility Sage Live: Mobility Sage Live: Sales Force

Core Accounting

Get the 5 M’s of Core Accounting
  • Multi-Currency
  • Multi-Dimensional
  • Multi Company
  • Multi Language
  • Multi Device

Real time financial dashboards

Sage Live gives you visualised comparisons of your business performance over time, allowing you to focus on what works, see highlighted priority accounts, and spot opportunities on the horizon.
  • KPIs, client data, and financial metrics at a glance
  • Customised cash flow reports
  • Multi-company scoreboards
  • Balance sheet
  • Custom journals
  • Expense tracking
  • Vendor and supplier reports
  • Customer Statements
  • Profit and loss
  • Aged creditors
  • Aged debtors
  • Trial balance


Discover touchless accounting: Reduce paperwork and manual data entry by automating repetitive tasks and processes.
  • Automate cheque writing
  • Eliminate paperwork
  • Automatic financial reports
  • Automate invoices, payments, and receipts
  • Real-time API data feeds
  • Real-time Chatter newsfeeds and notifications
  • Bank feeds via Yodlee

Manage vendor activity

Manage your accounts payable quickly and easily in one intuitive hub.
  • Purchase Invoicing via Journals
  • Credit Notes via Journals
  • Cheque Printing
  • Suggested Payments List
  • Company-level payment terms

Manage customer activities

Manage your customer invoicing and payments from anywhere.
  • Seamlessly migrate invoices for existing customers
  • Amend invoices with Open Text
  • Quickly process sales invoices
  • Product & Price List
  • Email PDF invoice
  • SalesForce Quote/Order or Opp to Invoice
  • Generate PDF Invoice
  • Recurring invoices/journals

Mobile ready to access anywhere

Access your sales, finance, CRM and operational data in one cloud hub, whether you’re at the office or on the move.
  • Apple Watch integration
  • Support for iOS Devices
  • Smart Capture
  • Transaction entry via journals
  • Chatter Integration
  • Push Notifications
  • Mobile Invoicing and reporting
  • 3D Touch: Quick Actions, and Peek & Pop
  • iOS Multitasking Capabilities
  • Connect with your favourite mobile and web apps
  • Reliable cloud infrastructure (over 99.9%+ uptime).


Sage Live is easy to personalise and customise; it’s connected with the Salesforce App Cloud and it integrates with thousands of mobile and web apps.
  • Real-time API data feeds
  • Integrated with Salesforce App Cloud
  • Journal API
  • Dimension API
  • Tax API
  • Shared API
  • REST APIs –Journal & Dimensions
  • Kimble integration