Sage Accounting

Cloud accounting for small businesses — manage contacts, sales invoices, purchase invoices, and payments.

Finance & accounting

Connect it

In Keystile Automations → Connections → New connection, choose Sage Accounting and sign in. Your AI tools and workflows then use it through Keystile; they never see the password or key.How connecting works.

Try it from your AI tool

Using Keystile, in Sage Accounting: find contact (Searches for customer or vendor contacts in Sage Accounting by name or reference).

What it can do (30 actions)

Action	What it does	Changes data
Create Contact Payment	Records a new payment against a contact in Sage Accounting.	Yes
Create Customer	Creates a new customer contact in Sage Accounting.	Yes
Create Other Payment (Money Out)	Records money leaving the business in Sage Accounting that is not tied to an invoice, e.g. bank charges or drawings.	Yes
Create Other Receipt (Money In)	Records money received by the business in Sage Accounting that is not tied to an invoice.	Yes
Create Product	Creates a new product in Sage Accounting.	Yes
Create Purchase Invoice	Creates a new purchase invoice (bill) in Sage Accounting.	Yes
Create Sales Invoice	Creates a new sales invoice in Sage Accounting.	Yes
Create Sales Quote	Creates a new sales quote in Sage Accounting.	Yes
Create Service	Creates a new service in Sage Accounting.	Yes
Create Stock Item	Creates a new stock item in Sage Accounting.	Yes
Create Vendor	Creates a new vendor contact in Sage Accounting.	Yes
Custom API Call	Make a custom API call to a specific endpoint	Yes
Find Contact	Searches for customer or vendor contacts in Sage Accounting by name or reference.
Find Contact Payment	Searches for contact payments in Sage Accounting by contact or date range.
Find Ledger Account	Searches for ledger accounts (chart of accounts) in Sage Accounting by nominal code or display name.
Find Product	Searches for products in Sage Accounting by description or item code.
Find Purchase Invoice	Searches for purchase invoices (bills) in Sage Accounting by vendor, invoice number, status, or date range.
Find Sales Invoice	Searches for sales invoices in Sage Accounting by customer, invoice number, status, or date range.
Find Sales Quote	Searches for sales quotes in Sage Accounting by customer, quote number, status, or date range.
Find Service	Searches for services in Sage Accounting by description or item code.
Find Stock Item	Searches for stock items in Sage Accounting by description or item code.
Find Vendor	Searches for vendor contacts in Sage Accounting by name or reference.
Update Contact	Updates an existing customer or vendor contact in Sage Accounting.	Yes
Update Contact Payment	Updates an existing contact payment in Sage Accounting.	Yes
Update Product	Updates an existing product in Sage Accounting.	Yes
Update Purchase Invoice	Updates an existing purchase invoice (bill) in Sage Accounting.	Yes
Update Sales Invoice	Updates an existing sales invoice in Sage Accounting.	Yes
Update Sales Quote	Updates an existing sales quote in Sage Accounting.	Yes
Update Service	Updates an existing service in Sage Accounting.	Yes
Update Stock Item	Updates an existing stock item in Sage Accounting.	Yes

Start a workflow when… (8 triggers)

• New Customer — Triggers when a new customer is created in Sage Accounting.
• New Sales Invoice — Triggers when a new sales invoice is created in Sage Accounting.
• New Purchase Invoice — Triggers when a new purchase invoice is created in Sage Accounting.
• New Contact Payment — Triggers when a new contact payment is created in Sage Accounting.
• New Product — Triggers when a new product is created in Sage Accounting.
• New Service — Triggers when a new service is created in Sage Accounting.
• New Stock Item — Triggers when a new stock item is created in Sage Accounting.
• New Sales Quote — Triggers when a new sales quote is created in Sage Accounting.

How Keystile protects it

Every Sage Accounting action is checked before it runs, whether it comes from an AI tool or a workflow. 20 of its actions change data; your rules, limits and budgets decide whether each is allowed, held for a person or stopped, and it all goes into the signed record.

Tip

Write rules about what an action means — for example "Deleting Sage Accounting records needs a person's approval" — rather than listing action names. Keystile Intelligence applies them to every action that fits.

Use Sage Accounting with your AI assistant — safelyClaude, Cursor or ChatGPT do the work; Keystile checks every action first.

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