Here you'll be able to explore some of the product features at your own pace. Let’s start by showing you how easy it is to get started.
Welcome to the Sage Accounting Product Tour!
See plans and pricing
Forecast your cash flow
Automate your expenses
Smarter invoicing
Product Tour
Sage Accounting
Getting started
We're sorry we can't offer this experience on mobile devices. The Sage Accounting Product Tour is best enjoyed on a desktop computer. Join the tour later!
Dive into the product tour on your desktop.
Sage Accounting gets you up and running fast with everything you need to manage and grow your business. Add customers, vendors, simplify invoicing, connect your bank for easy reconciliation, and track cash flow with intuitive dashboards.
Services Expenses Subcontractors
Note: This is a static mockup for demonstration. Actual Sage Intacct dashboards are fully customizable for the CFO's needs. The top row features live metrics including:
Let's start with the main Project Accounting dashboard.
This page shows key information about your business. Select the relevant tab to show different areas of your business.
Welcome, Kyle
Add customers and vendors
Start invoicing
Connect your bank
Import existing accounting data
View insights
Creating a sales invoice is simple. Just head to Sales Invoices and click "New invoice." Tip: You can also send quotes and estimates!
Quotes and estimates
Sales invoices
Sales credit notes
Quick entries
Sales
Create, view and manage the invoices you send to your customers.
Sales Invoices
New invoice
Quickly enter the details for your product or service, then hit Save.
Create a new invoice to send to your customer. To search for or to create a new customer, start typing in the Customer box.
New Sales Invoice
Annual maintenance
Maintenance on equipment done once a year
250.00
4050 - Sales - Services
Next, add the customer details, product or service description, and any notes. If it’s a recurring invoice, set it up once and let it run automatically!
Get 1 month free
Kathryn Cleans
07/17
08/31
Unit 909 Toronto ON M5V2M1
Maintenance on
1.00
0.00
Preview your invoice before sending to see exactly what your customer will see. With Sage Accounting, you can easily customize your invoices to match your brand—colors, logos, and templates—making them uniquely yours.
Once you're ready, send it off. Sage Accounting will mark the invoice as "sent," and you'll even see when the recipient views it.
View, edit or manage your Sales Invoice.
Sales Invoice: SI-2
When you're paid, mark it as "paid" —or use our Stripe integration to let customers pay directly by credit card through the invoice. Activate Stripe in minutes and start receiving payments directly. With Stripe, customers can pay by card straight from your emailed invoices.
Sage Accounting helps automate data entry, freeing you up to focus on growing your business. You can manually create expenses, or use the Purchase Automation feature (at no extra cost). Forward supplier emails, snap receipts on the mobile app, or scan and upload them directly into the system.
Vendor bills
Drafts to approve
Vendor credit notes
Expenses
Create, view and manage the bills your vendors send to you.
Vendor Bills
New bill
New credit note
Upload file
Now you can upload receipts and purchase invoices directly from your computer or simply drag and drop them—up to 25 at a time! You can also email them straight to your Sage Accounting account for added convenience.
Uber Receipt.jpg
Sage Accounting automatically scans each document and converts it into a draft transaction, including vendor name, description, and amount. Just review for any errors, approve, and you're all set!
Your draft expense is now ready to review. All you need to do is read it over and click "Approve" when you are ready.
Let’s explore how to forecast your cash flow with Sage Accounting.
Summary
In the Summary section, click on Sales for a full view of your sales performance. You’ll see net sales over time, outstanding invoices, customer details, and more, helping you stay on top of your cash flow.
Click Expenses for a detailed view of your costs. You'll see outstanding vendor bills, overdue bills, a breakdown by ledger account, and more to help you manage your expenses effectively.
For a high-level view of your cash flow, click on Cash Flow Statement. The graph helps you track performance over time, showing key inputs like your opening balance, cash in and out, liabilities, and net balance.
While similar to your cash flow statement, the Cash Flow Forecast lets you view your expected cash flow for a future date range. This helps you better understand your business's financial health and prepare for growth or unexpected expenses.
Thanks for joining the product tour
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