Sage Accounting

Connect AI agents to Sage Accounting. Agents create and update contacts, sales and purchase invoices, credit notes, quotes, products, and journals, and read ledger and bank accounts to keep the books current across 49 actions.

49 actions OAuth available

Sage Accounting website ↗ Platform Documentation ↗ Capability data verified 2026-07-18

A settled payout arrives from the payment processor

List Contacts resolves each paying customer against the Sage contact list

Create Sales Invoice mirrors any sale that has not yet reached the ledger

The agent drafts a payment allocation plan, matching each receipt to its outstanding invoices and flagging partials

The bookkeeper approves the allocations, because a receipt recorded against the wrong invoice misstates who owes what

Create Contact Payment records each receipt with its approved allocations, remainders going on account

The accounts receivable summary posts to the finance channel with anything left unallocated called out

What This Integration Enables

Sage Accounting encodes how accounting actually works, and the API refuses to pretend otherwise: paid invoices cannot be edited or deleted, only voided; line updates replace every line, not some; payments are not a status flag but a Contact Payment allocated across artefacts. That strictness is what makes it automatable with confidence. An agent that respects those semantics cannot quietly corrupt the books, because Sage will not let it. FlowRunner agents run the daily traffic between your revenue systems and the ledger across 49 actions: contacts synced from the CRM, sales invoices and credit notes created from orders, purchase invoices recorded from vendor bills, products and services kept current, receipts and payments allocated, and manual journals posted with debits balancing credits. - Invoices, quotes, and credit notes carry full line-level detail with ledger accounts and tax rates resolved at write time - Create Contact Payment records receipts and refunds exactly as Sage expects, with explicit allocations - Read actions with last-modified filters make incremental syncs and reporting exports cheap - Money-touching writes pause for [human-in-the-loop](/concepts/human-in-the-loop) approval; lookups and drafts run at machine speed

Without FlowRunner

Revenue reaches the books in batches Sales sit in the payment processor until someone finds a quiet afternoon to key them in

Payment allocation is guesswork after the fact Receipts pile up unmatched, and month-end becomes an archaeology of which payment covered which invoice

The CRM and the ledger tell different stories Closed deals exist in sales tools for days before finance ever hears about them

With FlowRunner

Every sale is mirrored the day it settles Agents create the invoice, record the receipt, and allocate it while the transaction is still fresh

Allocations are proposed, reviewed, then posted The agent does the matching; a person approves it before money touches the ledger

One record of revenue, everywhere Deals, invoices, payments, and reporting sheets stay in step without an export ritual

Use Case Scenarios

Closed deals become invoices before the kickoff call

When a deal closes in [HubSpot](/integrations/hubspot), the agent checks List Contacts for the customer, creates the contact with credit terms if new, and drafts a Create Sales Invoice from the deal's line items, resolving each against List Ledger Accounts and List Tax Rates. New customers and unusual amounts route to the controller for a look; routine renewals post directly. Finance stops learning about revenue from a Slack message a week later.

Processor settlements mirrored and allocated the same day

Each day the agent pulls settled charges from [Stripe](/integrations/stripe), mirrors any missing sales with Create Sales Invoice, and builds an allocation plan matching each receipt to outstanding invoices via List Sales Invoices. The bookkeeper approves the plan in [Slack](/integrations/slack), and the agent records each Create Contact Payment with its allocations, leaving flagged remainders as payments on account for review. Reconciliation becomes a five-minute approval instead of a month-end project.

An AR picture that refreshes itself

On a weekly schedule the agent calls List Sales Invoices filtered to outstanding statuses and List Contact Payments for the period, then appends the results to an accounts receivable tracker in [Google Sheets](/integrations/google-sheets). Invoices aging past terms are grouped by customer and posted to the finance channel with balances and contact details, so the follow-up conversation starts from current numbers. Who actually gets chased, and how firmly, stays a human call.

Human-in-Loop Highlight

Create Contact Payment is where this connector touches money, and it is the write Sage itself treats as consequential: once a receipt is allocated against invoices, those invoices are paid, AR changes, and unwinding a wrong allocation means voiding and re-entering rather than editing. A receipt matched to the wrong customer's invoice does not just misfile a number; it tells your team a debt is settled that is not. So the settlement agent never posts its own matching. It presents the plan: "Receipt of 4,820 from Meridian Ltd. Proposed allocation: invoice SI-2041 in full, SI-2055 partial, 320 remaining on account. Approve?" The bookkeeper confirms or corrects, and only then does the payment post. The matching runs at machine speed; the statement about who has paid you belongs to a person.

Agent processes routinely

Detects exception requiring judgment

Clear match Continues automatically

Ambiguous Routes to human via preferred channel

Human decides

Agent resumes with decision

Agent Capabilities

49 actions

Businesses

List Businesses Retrieves the Sage businesses accessible to the connected user. A connection check and business id lookup.
Get Business Retrieves a business's name, address, country, and subscription details.

Contacts

List Contacts Retrieves customers and vendors with search, type, email, and last-modified filters, up to 200 per page.
Get Contact Retrieves a contact's full record: types, addresses, bank details, default ledger accounts, credit terms, and balances.
Create Contact Creates a customer, vendor, or both, with reference, addresses, default sales ledger account, currency, credit limit, and tax number.
Update Contact Updates a contact; omitted fields keep their current values.
Delete Contact Deletes a contact with no associated transactions. Sage blocks deletion otherwise.

Sales Invoices

List Sales Invoices Retrieves sales invoices with status, customer, date range, search, and last-modified filters.
Get Sales Invoice Retrieves an invoice's full lines, tax analysis, totals, outstanding amount, and payment allocations.
Create Sales Invoice Creates a sales invoice with full line detail, due date, currency, and terms. Returns the assigned invoice number and totals.
Update Sales Invoice Updates an invoice; provided line arrays replace all existing lines, and invoices with payments allocated cannot be edited.
Delete Sales Invoice Deletes an invoice with no payments or allocations. Paid invoices must be voided in Sage instead.

Sales Credit Notes

List Sales Credit Notes Retrieves credit notes with status, customer, date, and search filters.
Get Sales Credit Note Retrieves a credit note's lines, tax analysis, totals, and allocation details.
Create Sales Credit Note Creates a credit note for a customer with full line detail.
Update Sales Credit Note Updates a credit note; provided lines replace all lines, and allocated credit notes cannot be edited.
Delete Sales Credit Note Deletes a credit note not allocated to any invoice or payment.

Sales Quotes

List Sales Quotes Retrieves quotes with customer, date range, and search filters.
Get Sales Quote Retrieves a quote's lines, totals, expiry date, and status.
Create Sales Quote Creates an estimate with line detail and an optional expiry date.
Update Sales Quote Updates a quote; provided lines replace all existing lines.
Delete Sales Quote Deletes a quote that has not been converted to an invoice.

Purchase Invoices

List Purchase Invoices Retrieves vendor bills with vendor, status, date, and search filters.
Get Purchase Invoice Retrieves a bill's lines, tax analysis, totals, outstanding amount, and allocations.
Create Purchase Invoice Records a vendor bill with line detail, due date, and the vendor's invoice reference.
Update Purchase Invoice Updates a bill; provided lines replace all lines, and bills with payments cannot be edited.
Delete Purchase Invoice Deletes a bill with no payments or allocations. Paid bills must be voided in Sage.

Products

List Products Retrieves products with search on description and item code.
Get Product Retrieves a product's item code, ledger accounts, cost price, sales prices, and notes.
Create Product Creates a catalog product with item code, default ledger accounts, and prices.
Update Product Updates a product; a provided Sales Price replaces its sales price entries.
Delete Product Deletes a product not yet used on invoices or other artefacts.

Services

List Services Retrieves service items with search on description and item code.
Get Service Retrieves a service item's code, sales ledger account, prices, and notes.
Create Service Creates a catalog service item with code, ledger account, and standard price.
Update Service Updates a service item; a provided Sales Price replaces its price entries.
Delete Service Deletes a service item not yet used on invoices or other artefacts.

Ledger and Bank

List Ledger Accounts Retrieves the chart of accounts with visibility filters for banking, sales, expenses, or journals.
Get Ledger Account Retrieves an account's name, nominal code, type, tax rate, and visibility settings.
Create Ledger Account Creates a chart of accounts entry with display name, nominal code, and type.
List Bank Accounts Retrieves the business's bank accounts with ids and display names.
Get Bank Account Retrieves a bank account's details, associated ledger account, and current balance.

Payments

Create Contact Payment Records a customer receipt or refund, or a vendor payment or refund, from a bank account, allocated across invoices and credit notes. The money-touching write this page's human gate governs.
List Contact Payments Retrieves payments and receipts with contact, bank account, type, and date filters.
Get Contact Payment Retrieves a payment's type, contact, bank account, amount, and allocations.

Tax and Journals

List Tax Rates Retrieves available tax rates, optionally with current percentages and historical breakdowns.
Create Journal Creates a manual journal entry of two or more lines, with total debits equal to total credits.
List Journals Retrieves journal entries with posting date and last-modified filters.
Get Journal Retrieves a journal's lines with ledger accounts, debit and credit amounts, and details.

Frequently Asked Questions

What can FlowRunner do with Sage Accounting?

FlowRunner agents can run List Businesses, Get Business, and List Contacts in Sage Accounting, plus 46 more actions.

Does connecting Sage Accounting to FlowRunner require OAuth?

Yes. Sage Accounting connects to FlowRunner with OAuth 2.0, so agents authenticate without handling raw credentials.

Can Sage Accounting trigger a FlowRunner workflow automatically?

Sage Accounting doesn't currently expose triggers in FlowRunner. It connects as an action step inside workflows started by another trigger.

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