Sage

Accounting and financial software for growing businesses.

Accounting Two-way sync

About Sage

Sage provides accounting, invoicing and financial planning software for small and mid-sized businesses. Its products cover bookkeeping, accounts payable and multi-currency reporting across many markets.

What the integration offers

Keep freelancer spend in your ledger without manual re-keying. Approved work in Consultport becomes accounting records in Sage.

  • Vendor records

    Create and update freelancer vendor records automatically when a consultant is onboarded.

  • Invoice sync

    Push approved freelancer invoices to Sage as vendor bills, with line items and tax codes.

  • Cost allocation

    Map projects and cost centers in Consultport to your chart of accounts.

  • Payment status

    Pull payment status back into Consultport so project owners see what has been paid.

Data that syncs

  • Vendors
  • Invoices
  • Payments
  • Cost centers
  • Projects
  • Tax codes

How it works

  1. 01

    Connect

    An admin connects Sage from Settings → Integrations in the Consultport FMS.

  2. 02

    Map

    Choose which fields, entities and projects are shared between both systems.

  3. 03

    Sync

    Changes flow automatically. Every sync is logged for audit.

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