The 16 Best Sage Integrations in 2026

Sage is a powerful accounting engine, but connecting it to your other business tools is what unlocks its full potential. The right integrations eliminate manual data entry, keep your records accurate, and give you a complete view of your business's financial health. This guide details the 16 best Sage integrations for 2026, covering everything from CRM and e-commerce to payroll and expense management so you can build a truly connected financial operating system.

1. Salesforce

As the dominant name in customer relationship management (CRM), the Salesforce integration for Sage is fundamental for any business serious about aligning its sales and finance teams. This connection ensures that when your sales team closes a deal or updates a customer account in Salesforce, the corresponding financial data—like invoices and payment records—is automatically created and synchronized in Sage. This gives both teams a unified, real-time view of customer accounts, preventing discrepancies and manual reconciliation.

• Pros:
  • Provides a 360-degree view of the customer by linking sales activities to financial data.
  • Eliminates duplicate data entry between sales and accounting departments, saving time and reducing errors.
  • Improves cash flow management by speeding up the quote-to-cash cycle.
• Cons:
  • Can be expensive, as it requires subscriptions to both platforms and potentially a third-party connector app.
  • The implementation process can be complex and may require technical assistance to map fields correctly.
• Pricing:
  • Connector costs vary, but the primary cost is your Salesforce license (starting around $25/user/month and up).

Who it's best for: Businesses focused on sales-driven growth that need a seamless connection between their CRM and accounting records.

2. Shopify

For e-commerce companies, the Shopify integration is a game-changer. It automates the entire process of recording online sales in Sage, eliminating the tedious task of manually entering each order, customer, and product detail. When a customer makes a purchase on your Shopify store, the integration automatically posts the sales invoice, payment, and customer information into Sage, while also keeping your inventory levels in sync across both platforms.

• Pros:
  • Fully automates the recording of sales, refunds, and fees from Shopify.
  • Synchronizes inventory levels between Shopify and Sage to prevent overselling.
  • Provides accurate, real-time reporting on e-commerce profitability directly within Sage.
• Cons:
  • Most integrations are managed through third-party apps, which adds another subscription cost.
  • High-volume stores may experience occasional data sync delays during peak periods.
• Pricing:
  • Connector app subscriptions typically range from $20 to $50 per month, plus the cost of your Shopify plan.

Who it's best for: E-commerce businesses using Shopify who want to automate their financial workflows and maintain accurate inventory records.

3. Stripe

Stripe simplifies the process of accepting payments online, and its integration with Sage makes reconciling those payments effortless. When a customer pays an invoice via Stripe, the transaction is automatically recorded in Sage, matching the payment to the correct invoice and posting it to the right bank account. This ends manually matching customer payments with bank deposits, saving hours of administrative work each month.

• Pros:
  • Automates payment reconciliation, drastically reducing manual bookkeeping tasks.
  • Provides customers with an easy and secure way to pay invoices online, which can speed up payments.
  • Transaction details, including processing fees, are synced accurately for clean financial reporting.
• Cons:
  • Stripe’s transaction fees can add up, especially for businesses with high sales volume or low margins.
  • The direct integration may be limited to specific versions of Sage products, sometimes requiring a connector like Zapier.
• Pricing:
  • Stripe charges a percentage-based fee per transaction (e.g., 2.9% + 30¢). Some connector apps may have additional fees.

Who it's best for: Any business that invoices clients and wants an incredibly simple way to accept online payments and automate reconciliation.

4. Gusto

Gusto provides a modern, user-friendly platform for payroll, benefits, and HR, and its integration with Sage brings that simplicity to your accounting. After you run payroll in Gusto, all corresponding journal entries—including wages, taxes, and reimbursements—are automatically synced to your Sage general ledger. This ensures your payroll expenses are recorded accurately and on time, without any manual CSV uploads or data entry.

• Pros:
  • Automates payroll journal entries, ensuring accuracy and saving significant time.
  • Syncs employee data between systems, providing a single source of truth for HR and finance.
  • Simplifies payroll tax compliance by keeping your books aligned with your filings.
• Cons:
  • Primarily designed for small to mid-sized businesses and may lack some advanced features larger enterprises require.
  • Integration is sometimes managed through marketplace apps rather than a direct native connection.
• Pricing:
  • Gusto plans start at $40 per month plus $6 per employee. Integration is often included with the subscription.

Who it's best for: Small and mid-sized businesses looking for a complete, all-in-one payroll and accounting solution.

5. Expensify

Managing employee expenses can be a major headache, but the Expensify and Sage integration automates the entire process. Employees can snap photos of receipts with their phones, and Expensify automatically scans them, creates an expense report, and submits it for approval. Once approved, the expense data flows directly into Sage for accurate recording and prompt reimbursement, all without a single spreadsheet in sight.

• Pros:
  • Streamlines expense reporting from submission to reimbursement through receipt scanning and OCR technology.
  • Approval workflows are customizable, giving managers full control over spending.
  • Offers corporate card reconciliation and direct integration with Sage's chart of accounts.
• Cons:
  • The per-user monthly fee can become costly for companies with a large number of employees submitting expenses.
  • Some users find the user interface less intuitive for certain advanced functions.
• Pricing:
  • Plans begin at around $5 per active user per month. Costs increase for more advanced features.

Who it's best for: Companies of any size that want to automate their T&E expense workflow and eliminate manual receipt tracking.

6. Toggl Track

For professional services firms, consultancies, and agencies, accurately tracking time is directly linked to revenue. The Toggl Track integration lets you connect billable hours logged by your team directly to your accounting system. This data can be used to generate accurate invoices in Sage, run project profitability reports, and ensure that no billable minute goes unrecorded, streamlining the entire time-to-invoice process.

• Pros:
  • Makes it easy to track time against specific projects and clients.
  • Ensures accurate and defensible invoices based on real-time data.
  • Helps you understand project profitability and resource allocation.
• Cons:
  • Often relies on a third-party connector like Zapier, which might not offer real-time syncing.
  • Lacks the deep project management features of a full professional services automation (PSA) tool.
• Pricing:
  • Toggl Track offers a free tier for basic needs, with paid plans starting at $9 per user per month.

Who it's best for: Service-based businesses that need a simple yet effective way to track billable hours and sync that data to Sage for invoicing.

7. Avalara

Sales tax compliance is notoriously complex, especially for businesses selling across multiple states. Avalara automates this entire process inside Sage. It calculates the correct sales tax for every single transaction in real-time based on the customer's location, product type, and up-to-date Nexus rules. It also manages exemption certificates and can even automate the filing of your sales tax returns, significantly reducing your audit risk.

• Pros:
  • Provides accurate, real-time sales tax calculations for every U.S. jurisdiction.
  • Reduces the risk of costly errors and non-compliance fines.
  • Automates the management of exemption certificates and tax return preparation.
• Cons:
  • Can be one of the more expensive integrations, with pricing based on transaction volume.
  • Initial setup requires careful configuration to map product tax codes and nexus rules correctly.
• Pricing:
  • Custom pricing based on the number of transactions processed and specific business needs.

Who it's best for: Businesses selling into multiple tax jurisdictions that need a fully automated solution for sales tax compliance.

8. ADP

For mid-sized and larger businesses with more complex HR and payroll needs, ADP is a market leader. The ADP and Sage integration provides a powerful link between your human resources information system (HRIS) and your general ledger. It automates the flow of detailed payroll data, including earnings, deductions, labor allocations, and benefits information, ensuring that your financial records are always accurate and aligned with your workforce management.

• Pros:
  • Offers a comprehensive suite of HR, payroll, and benefits administration tools.
  • Highly scalable solution that can grow with your business from mid-market to enterprise level.
  • Provides robust compliance support for complex labor and tax regulations.
• Cons:
  • Often more expensive and complex to implement than simpler solutions like Gusto.
• Pricing:
  • Varies widely based on your specific plan and feature set; requires a custom quote.

Who it's best for: Mid-sized to large organizations that need a comprehensive HR and payroll system deeply integrated with their enterprise-level accounting software.

9. WooCommerce

WooCommerce is a highly popular, open-source e-commerce plugin for WordPress, giving businesses total control over their online store. Integrating WooCommerce with Sage allows you to manage your online sales and financials from a single system. The connection automates the syncing of orders, customer details, product information, and inventory levels, just like the Shopify integration but with the added flexibility and customization that comes with the WordPress platform.

• Pros:
  • As an open-source platform, it offers unlimited customization and lower platform fees than Shopify.
  • Hundreds of plugins and extensions are available for specialized functionalities.
  • Maintains accurate inventory counts between your website and your accounting system.
• Cons:
  • Requires more technical skill to set up and maintain compared to an all-in-one platform like Shopify.
  • Integration setup is typically managed through a premium third-party plugin that you have to purchase and configure.
• Pricing:
  • WooCommerce itself is free, but connector plugins can range from $50 to over $200, plus web hosting costs.

Who it's best for: Businesses who have built or are building their online store on WordPress and want full creative and technical control.

10. PayPal

As one of the world's most recognized online payment processors, PayPal is a go-to option for millions of businesses. A Sage integration makes handling PayPal transactions far easier. It automatically syncs payments received through PayPal, along with the associated transaction fees, directly into your Sage account. This eliminates the need to manually export transaction reports from PayPal and import them into your books, saving time and ensuring accuracy.

• Pros:
  • PayPal is a trusted payment method for customers around the world.
  • The integration automates the difficult task of reconciling PayPal fees.
  • Easy to set up, often through a simple marketplace app.
• Cons:
  • Transaction fees can be higher than those from other payment processors like Stripe.
  • In rare cases, PayPal has been known to freeze accounts while investigating potential issues, which can disrupt cash flow.
• Pricing:
  • Transaction fees apply (e.g., typically around 3.49% + a fixed fee). The integration itself is often free or low-cost.

Who it's best for: Businesses of all sizes that heavily rely on PayPal for collecting payments and need automated reconciliation.

11. HubSpot

HubSpot is an all-in-one platform for marketing, sales, and customer service, known for its powerful CRM and inbound marketing tools. Integrating HubSpot with Sage connects your front-office activities with your back-office financials. You can sync customer data to automatically create or update records in Sage when deals are won, link invoices to HubSpot contact records, and give your sales team visibility into a customer's payment status without ever leaving their CRM.

• Pros:
  • Creates a unified view of the customer journey, from marketing lead to paying customer.
  • Syncs customer, deal, and invoice data to eliminate duplicate entry.
  • Empowers sales and support teams with financial context inside their primary tool.
• Cons:
  • Integration capabilities might be less advanced than a more specialized CRM connector for Salesforce.
  • Higher-tiered HubSpot plans can be very expensive.
• Pricing:
  • HubSpot offers free tools, with paid suites starting from around $20 per month and scaling up significantly.

Who it's best for: Marketing and sales-focused teams that use HubSpot as their core CRM and want to link customer activities to financial data.

12. TradeGecko (now QuickBooks Commerce)

Note: TradeGecko was acquired by Intuit and is now known as QuickBooks Commerce, but its core functionality remains highly valued. This is a powerful inventory and order management system for multi-channel merchants. An integration with Sage lets you manage all your sales channels, purchase orders, and stock levels from one place, with all financial data automatically flowing into Sage. It's a comprehensive solution for managing complex inventory needs beyond what native Sage offers.

• Pros:
  • Centralized stock control across multiple sales channels (e.g., Shopify, Amazon, wholesale).
  • Provides detailed inventory forecasting and reporting capabilities.
  • Automates purchase order creation and management.
• Cons:
  • The platform is now part of the QuickBooks ecosystem, which could complicate support for a Sage integration.
  • Represents an additional, and significant, monthly subscription cost.
• Pricing:
  • As QuickBooks Commerce, pricing is bundled in specific QuickBooks Online plans. Standalone versions used to start around $39 per month.

Who it's best for: Multi-channel retailers and wholesalers with complex inventory management needs that Sage alone can't meet.

13. Trello

Trello is a simple, visual, Kanban-style project management tool. While not a deep financial integration, connecting Trello to Sage via a tool like Zapier allows you to create useful automations. For instance, you could automatically create a new Trello card when a new customer is added in Sage, or trigger an invoice draft when a card is moved to a "Project Complete" list. It’s perfect for streamlining workflows between financial events and project tasks.

• Pros:
  • Extremely easy to use and visually intuitive for task management.
  • Flexible enough to be adapted for countless administrative and project workflows.
  • The integration (via a connector) is simple to set up for basic automations.
• Cons:
  • It is not a direct financial integration; it helps with workflow automation around financial tasks.
  • Lacks the advanced project accounting features needed for managing complex projects.
• Pricing:
  • Trello offers a generous free tier. Paid plans start at $5 per user per month.

Who it's best for: Teams looking for a simple, visual way to automate administrative tasks and project stages that are linked to financial triggers in Sage.

14. Zendesk

Zendesk is a leading customer service and ticketing platform. Integrating it with Sage can significantly improve your support team’s effectiveness by giving them access to relevant customer financial data directly within Zendesk. Support agents can view a customer's billing history, order status, or unpaid invoices without having to switch systems or ask the finance team. This context results in faster, more effective customer support.

• Pros:
  • Empowers support agents with a complete view of the customer's history.
  • Reduces resolution time by eliminating the need to search for information across multiple systems.
  • Improves customer satisfaction by providing faster, more informed support.
• Cons:
  • Requires careful setup to ensure the right Sage data is displayed securely within Zendesk.
  • Can become expensive as your team of support agents grows.
• Pricing:
  • Zendesk plans start at around $49 per agent per month, billed annually.

Who it's best for: Businesses with a dedicated customer support team that want to provide world-class service by equipping agents with financial data.

15. Xero

While Sage and Xero are direct competitors, an integration between them serves a specific but important purpose. Accounting firms often serve clients on both platforms, and a connector allows them to push data between systems for consolidated reporting. It is also an indispensable tool for businesses that are in the process of migrating from one platform to the other, ensuring a smooth and accurate transfer of historical financial data.

• Pros:
  • Enables accountants to manage and report on a mixed portfolio of clients.
  • Greatly simplifies the data migration process when switching from one system to the other.
  • Ensures data integrity during a transition by preventing manual entry errors.
• Cons:
  • This is not a long-term, real-time integration for daily operations. It is a utility for specific scenarios like migration.
  • The process can still be complex and often requires a dedicated migration tool or service.
• Pricing:
  • Varies depending on the connector or migration service used. You will need active subscriptions to both platforms.

Who it's best for: Accounting firms with clients on both platforms or businesses that are planning a migration between Xero and Sage.

16. Custom Integrations via API

For businesses with unique software or bespoke internal systems, a pre-built integration may not exist. This is where Sage's Application Programming Interface (API) comes in. Your development team or a hired specialist can use the API to build a completely custom integration that connects Sage to any other system, tailored precisely to your specific business processes and workflows.

• Pros:
  • Offers complete control and limitless flexibility to build any workflow you need.
  • Can connect Sage to proprietary or legacy software that has no marketplace app.
  • Solves unique business challenges that standard integrations cannot address.
• Cons:
  • Requires significant technical expertise and development resources, making it the most expensive option.
  • Maintaining and updating the custom integration over time is your responsibility.
• Pricing:
  • Cost depends entirely on the complexity of the project and the developer rates, but it typically ranges from several thousand to tens of thousands of dollars.

Who it's best for: Enterprises with specific integration needs and the in-house or external development resources to build a custom solution.

Final Thoughts

Integrating Sage with your other tools transforms it from a core accounting system into the central nervous system for your entire business. Connecting your CRM, e-commerce platform, payroll, and expense management tools saves countless hours of manual work and provides a much clearer, real-time picture of your company's financial health.

As you connect these platforms and your financial data becomes more intricate, new tax questions will naturally arise. You might need to confirm nexus rules in a new state triggered by your Shopify sales or determine the taxability of a new employee benefit from your Gusto payroll. For moments like these, we built Feather AI to give tax professionals instant confidence. We use authoritative IRS and state sources to provide fast, citation-backed answers, helping you navigate compliance with complete accuracy.