Sage integration for finance automation

Serrala adds AP, AR, and payment automation on top of Sage X3, Sage 100, Sage 300, and Sage Intacct, where native Sage finance tools reach their limits.

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Integration features

Get the most out of Sage with Serrala AI-driven finance automation

From flexible sync to finance-owned configuration, here’s what Serrala brings to your Sage setup.

Covers your Sage product, including Sage Intacct integration

Sage X3, Sage 100, Sage 300, and Sage Intacct all supported.

Enterprise-grade automation, Sage-sized implementation

Adds capability where native Sage finance tools reach their limits, without an enterprise-scale rollout.

Syncs the way each version supports

Serrala syncs with Sage in the way each product supports: near real-time via API for Sage Intacct and Sage X3, or scheduled/batch sync for Sage 100 and Sage 300.

Finance-owned configuration

GL codes, cost centers, vendor master, and payment terms configured by finance – with no drawn-out IT project standing in the way.

More features

Grows with you

Start with the finance processes you need most today, and expand automation as your finance function matures.

Multi-ERP ready

Running Sage in one entity and another ERP elsewhere? Serrala unifies automation across both.

How it works

How Serrala integrates with Sage

Serrala connects to Sage via API or file-based integration, depending on the Sage product in use.

API File-based integration Serrala Mobile

Connect Serrala’s finance platform

to Sage X3, Sage 100, Sage 300, and Sage Intacct using documented REST APIs or file-based integration.

Customer stories

See what our customers are saying

Real results from finance teams automating with Serrala every day.

Easy To Use, Great Support

''The intuitive ease of use is wonderful. I can train anyone on how to use Serrala in just a few minutes. Whenever there has been a question, I hear back from them the same day, often within the same hour. Serrala has integrated very well with our accounting system (SAGE) and made the paper trail far simpler.''

Fakri Z.

Controller, Mid-Market

Serrala; Great onboarding team, great program, and intuitive to use.

"The connection to our ERP system was quick and easy. When onboarding with Serrala, their team allowed us to ask all our questions, and as more inquiries came up, their team remained quick to respond and step into action."

Alex R.

Mid-Market

Unheard of Customer Service

''The team at Serrala has done an incredible job of "hand holding" during the implementation. They simply wouldn't rest until the software was working exactly as promised. Further, they were extremely interested in feedback and incredibly, quickly implemented small changes to increase the usability of the software.''

Verified User in Manufacturing

Mid-Market

Awards and accolades

Our finance automation products are recognized by some of the industry’s best analysts.

The Hackett Group® Digital World Class® Matrix for Collections, Deductions, and Disputes Software

IDC Marketscape Treasury and Risk Management

Top AI Use Cases for Accounts Payable Automation in 2025 

Gartner Magic Quadrant for Accounts Payable Applications

View all Awards and Accolades

Frequently asked questions about Sage integration

Does Serrala replace Sage?

No. Sage remains your system of record; Serrala automates finance processes on top of it.

Which Sage products does Serrala support?

Sage X3, Sage 100, Sage 300, and Sage Intacct.

We’re a smaller finance team — will this be more than we need?

No. Serrala’s Sage integration is built specifically for the mid-market segment Sage serves, adding automation where native Sage tools reach their limits rather than requiring an enterprise-scale deployment.

Will implementing Serrala require a big IT project?

No. Finance teams configure GL codes, cost centers, vendor master data, and payment terms directly, with no drawn-out IT project standing in the way.

How does data sync between Serrala and Sage work?

Sync speed depends on your Sage product: near real-time via API for Sage Intacct and Sage X3, with scheduled or batch sync more common for Sage 100 and Sage 300 depending on the integration method used.

Can Serrala grow with us as our finance needs change?

Yes. Start with the finance processes you need most today, and expand automation as your finance function matures, on the same platform.

We run Sage in one region and something else elsewhere — is that a problem?

No. Serrala is built for multi-ERP environments and provides one automation layer across both.

Is Serrala listed on the Sage Intacct Marketplace?

Yes. Serrala’s cash application solution is listed on the Sage Intacct Marketplace for US customers, combining AR, AP, purchase order, and bank transaction data to forecast and optimize cash flow.

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