FlowLeap + Sage Business Cloud Integration
Sage stays the system of record. FlowLeap works the mapping rules, the bank allocations and the VAT cycle inside it — and shows you every posting before it lands.
Works with the tools you already use
How the connection works
Connect
Standard Sage OAuth2. You authorise the businesses you choose, one by one or across your Partner Edition client list, scoped to the data each workflow needs. No shared logins, no screen-scraping, revocable from inside Sage at any time.
Learn
FlowLeap reads the business: your ledger accounts, analysis types, contacts, existing bank rules, VAT rates per line, and how each supplier and transaction type has actually been treated before. It learns the mapping logic your practice already applies, per client, rather than imposing a standard chart.
Propose
Work comes back as drafts and a review queue. Every proposed posting carries a confidence score, the rule or precedent it came from, and the ledger account and VAT rate it would hit.
You approve
You release. Approved items post to Sage; everything else stays in the queue with the reason it stopped and what it needs from you.
What we don't do
- We don't move your data out of Sage.
- We don't submit a VAT201 or file anything to SARS on your behalf.
- We don't create or change a bank rule without you approving it.
- We don't take an action we can't show you the reasoning for.
What FlowLeap can do in Sage Business Cloud
Read
- Ledger accounts and analysis types
- Contacts, sales invoices and purchase invoices
- Bank accounts, feed status and unreconciled items
- Existing bank rules and their mapping logic
- VAT rates per line, VAT returns and audit trail
- Aged debtors and creditors, trial balance, journals
Prepare
- Coded purchase invoices and Quick Entries
- Proposed bank allocations with the mapping rule that produced them
- Proposed new or amended bank rules
- Journal proposals with supporting references attached
- VAT201 preparation packs with the exceptions listed
- Month-end packs formatted for your financials process
Post on approval
- Released against scopes defined per workflow and per client
- Full audit trail of what posted, to which ledger account, and why
- Read-back confirmation against Sage after every write
Purchase invoices and allocations post straight into Sage once released. Everything else is prepared for your approval — nothing reaches a client's ledger without a person signing it off.
Core workflows
Six workflows we build first on Sage Business Cloud. Each one is defined down to the parts that actually go wrong.
Bank allocation and mapping-rule verification
DailyWhat it does. Runs your bank allocations through the mapping rules already set up in Sage, then checks each proposed posting against the supporting document, the supplier's history and the VAT treatment — instead of a person opening every line to confirm the rule fired correctly.
What makes it messy
Sage attaches the reference to the ledger account, but somebody still has to verify that the mapping was actually right for that transaction. On a high-volume book that verification pass is the single biggest time sink in the month, and it's accuracy-critical — a rule that quietly mis-fires posts confidently to the wrong ledger account for months.
What comes back. Verified allocations, a flagged list of postings where the rule and the evidence disagree, and proposed rule amendments where a pattern has drifted.
AutoEntry and capture queue into the purchase ledger
DailyWhat it does. Clears the capture queue, codes each invoice to the right ledger account, analysis type and VAT rate, checks it against the supplier's previous treatment, and posts it into Sage on release.
What makes it messy
Repeat suppliers code cleanly; the damage comes from new suppliers created as duplicate contacts, the same invoice captured twice from two channels, VAT on a line that shouldn't carry it, and capital items coded as expenses because the description didn't say so.
What comes back. A cleared queue, coded invoices in the purchase ledger, duplicate contacts and documents flagged, and a list of what's still missing.
Bank feed matching, Quick Entries and unallocated receipts
DailyWhat it does. Matches feed lines against open invoices and previous treatment, codes the routine items, drafts Quick Entries where there's no invoice, and works the unallocated receipts down instead of letting them accumulate.
What makes it messy
Feeds drop out and need re-authorising with the client, which leaves a gap you fill from a statement import and then duplicates when the feed catches up. Customers pay lump sums across several invoices, short-pay without saying why, or leave a reference that's just a person's name. Unallocated receipts sit in suspense because nobody has time to ask.
What comes back. Matched and coded lines, drafted Quick Entries, a shrinking unallocated list, and feed gaps or duplicates surfaced before they become a reconciliation difference.
VAT201 preparation pack
Bi-monthlyWhat it does. Prepares the VAT cycle end to end short of submission — reconciles the VAT control account, checks VAT rates against supporting documents line by line, catches postings in the wrong period, and assembles a review pack with the workings.
What makes it messy
The return itself is quick; proving it is not. The time goes into zero-rated and exempt lines coded on assumption, invoices without a valid tax invoice behind them, items landing after the period closed, and prior-period corrections nobody wrote down. Then the same evidence gets rebuilt from scratch if SARS asks.
What comes back. A reconciled VAT position, an exception list with the reason for each item, and a review pack you sign off before submitting on eFiling yourself.
Pastel Partner to Sage Business Cloud migration cleanup
Per clientWhat it does. Works the book after a desktop-to-cloud move: reconciles opening balances, investigates unreconciled history carried across, rebuilds the bank rules that didn't come with the data, and reconciles the control accounts back to the last desktop trial balance.
What makes it messy
The balances arrive; the reasoning doesn't. Bank rules and supplier defaults are gone, the historic treatment an accountant used to know by memory isn't in the file, and control accounts don't tie for reasons nobody documented. Firms end up running Pastel and Sage Business Cloud in parallel for months because nobody has the hours to close it out.
What comes back. Reconciled opening balances, a documented exception list, rebuilt bank rules proposed for your approval, and a clean tie-back to the desktop trial balance.
Month-end pack and financials handoff
MonthlyWhat it does. Closes the loop for the month: reconciles control accounts, posts the recurring journals, produces the trial balance, and formats the pack the way your financials process expects it — including a mapped trial balance for a Draftworx handoff.
What makes it messy
The same reconciliations and the same formatting, per client, every month, done slightly differently by whoever picks it up. Mapping the trial balance into the financials template is entirely manual and entirely standardised.
What comes back. Reconciled control accounts, posted recurring journals on approval, a mapped trial balance, and a month-end pack in your own format.
Enabled per client, per ledger account, per transaction type — not one switch across the whole book. Workflows are fully customiseable.
One view across every Sage client
Practices running twenty or two hundred businesses in Sage hit the same wall: the work is visible one company at a time. Which client is behind, whose VAT period closes next, whose bank feed has been dead for a fortnight, whose allocations nobody has verified this month — that answer means opening each business in turn.
FlowLeap reads across your whole client list and surfaces it in one place: what's outstanding, what's overdue, what's waiting on a client, and what has already been cleared and verified. You define what “done” means per client; we track against that, not against a status we invented.
Works with Sage and your other systems
FlowLeap runs alongside the rest of your stack — Sage Business Cloud with Sage Payroll Professional, AutoEntry, Draftworx and more. If your stack has a gap we haven't built for yet, that's usually the first thing we scope.
Which Sage this is — and what's coming
Live today
Everything above is Sage Business Cloud Accounting. We work with practices running it on its own, alongside Sage Payroll Professional, and in mixed books where some clients are still on Pastel Partner desktop. If your practice runs both Sage and Xero, one FlowLeap workflow can span both.
Sage 50, Sage 200 and Sage 300
On the roadmapPlenty of the firms we speak to have their larger and older clients on Sage 50, Sage 200 or Sage 300 — running on a server in the office or hosted — and the cloud book is only part of the picture. Those platforms are on the roadmap and being built now.
They need a different connection to Business Cloud, which is why they're a separate build rather than a switch we can flip. There's no single multi-tenant API to authorise: each installation is its own environment, with its own database, its own version, and its own customisations. So instead of one OAuth connection, it takes a connector deployed against your environment, reading through the supported data layer, with the data-residency and access questions answered per site — and per client, where each one is a separate company file.
What doesn't change is everything above the ledger. The mapping-rule verification, the allocation and coding logic, the VAT201 cycle, the month-end pack and the approval queue are the same workflows against a different connection. What changes is how we get in, how often the data moves, and how much of it can be written back — which is exactly what we'd scope with you rather than promise on a page.
If a real part of your book sits on Sage 50, 200 or 300, tell us on the call. The firms that raise it are the ones that shape the order we build in.
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