What can I do in Sage Connect?

Businesses often deal with repetitive tasks like invoicing, payment reminders, and updating records. Sage Connect automates these tasks, saving time and reducing mistakes. 

Customer Account Portal

Send a secure link to each customer, giving them access to their Customer Account Portal. In the portal, customers have access to update their records, plan payments, and download invoices. What is a Magic Link?

Messaging

Use built-in templates to inform your customers about payments due, outstanding invoices, and more. Sending batch messages in Sage Connect.

Automation

Schedule automated messages to customers at specific times for consistent communications without manual intervention. Automated messaging settings.

My Network

Manage customer information in one place, tracking interactions and communications. What is My Network?

Transactions

View and sort all transactions, send messages, and export data from this dashboard. Understanding transactions. 

Sage Connect is designed to make accounting work easier and expedite payments. Try Sage Connect and discover how it can transform your business.

Have feedback or suggestions to improve your Sage Connect Experience? To let us know, go to the Sage Connect Ideas Portal.

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