Reporia & Chartedly
Financial Automation

Sage, connected to everything else you run on.

Sage implementation, automation and integration with the rest of your stack.

Team reviewing financial software on a screen

Overview

Placeholder overview: we implement Sage, automate the manual work around it, and connect it to your CRM, e-commerce and operational systems.

What's included

Key capabilities

Sage setup & configuration

AP / AR automation

CRM / e-commerce integrations

Custom reporting on top of Sage

How it fits together

Integration architecture

Sage integration architecture: Sources → Sync → Sage → Reporting

  1. Sources

    Where transactions originate

    • Bank feeds
    • CRM
    • E-commerce
  2. Sync

    Automated, scheduled sync

  3. Sage

    Ledger of record

  4. Reporting

    Dashboards & statements

The impact

What this typically looks like

How we work

Our process

Our process: Discover → Design → Build → Support

  1. 1

    Discover

    Understand current systems, data and goals.

  2. 2

    Design

    Plan the target approach and architecture.

  3. 3

    Build

    Implement and integrate the solution.

  4. 4

    Support

    Validate, roll out and support adoption.

Tech stack

Tools & platforms

  • Sage
  • APIs
  • Power Automate

Proof

Related case studies

Finance team reviewing month-end reports
Manufacturing

Automating a Sage month-end close from ten days to three

Month-end close relied on a manual checklist spread across email and spreadsheets, so it regularly slipped past the tenth working day.

10→3

Days to close, cut from ten to three

Read case study

FAQ

Frequently asked questions

Placeholder question about this service?

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Placeholder question about timelines or pricing?

Placeholder answer — to be replaced with real FAQ content.

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