What is Sage?
Sage is a business management and accounting platform that helps companies simplify and automate their financial processes. It offers tools for invoicing, tracking expenses, reconciling bank accounts, managing payroll, generating reports, and staying tax compliant.
How can Sage be useful for business owners?
Automate Bookkeeping & Reporting: Sage’s accounting tools help you consolidate financial data and generate insights quickly—streamlining bookkeeping and reporting.
Manage Finances Anywhere, Anytime: Sage Business Cloud lets you handle invoicing, cash flow, payroll, tax, and more—all through its mobile app or desktop interface.
Speed Up Invoicing and Expense Tracking with Mobile Tools: Generate quotes, invoices, and track expenses instantly using the Sage mobile app. You can snap receipts and upload related files.
How can I integrate my Vivid Business with Sage?
Log in to your Sage account: Go to your Sage account and click “Bank Account and Cash Register.”
2. Search for your bank: In the search field, type “Vivid Money.”
3. Accept the terms: Review the terms and conditions, including the consent for data sharing, then click “Agree and Continue.”
4. Enter your Vivid Business email: Provide the email address you used to register your Vivid Business account.
5. Log in to Vivid Business: You’ll be redirected to the Vivid Business login page. Sign in with your credentials.
6. Select your money account: Choose the Vivid Business money account you’d like to integrate with Sage.
7. Confirm the connection: You’ll be redirected back to Sage, where you can confirm the connection.
That’s it! Your Sage account is now connected to Vivid Business, and your transactions will sync automatically.