Sage Bank Feeds

Learn about our Sage Bank Feeds integration

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Sage Bank Feeds - Beta

Our Sage Bank Feeds integration is currently in beta. You can provide feedback on the integration in Productboard or by contacting your Solutions Engineer or Account Manager.


Overview

With our Sage Bank Feeds integration, you can enable a Sage user to set up a bank feed from a bank account in your application (the source account) to an account in a supported Sage product (the target account). You can then push Bank transactions from the source account to the target account.

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With access to bank feeds, your customers can more easily reconcile bank transactions against accounting entries, like invoices and bills.

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Supported Sage products

You can push bank transactions to several supported Sage products.

Supported data types and operations

Bank feeds are represented as streams of Bank transactions pushed to Codat in chronological order.

Setup overview

First, you need to set up the integration.

Once the integration is set up, an end user (your SMB customer) can set up a bank feed using the Connect Bank feature in a supported Sage product. They find your institution and then select a source bank account to send bank transactions from.

They are redirected to a Codat UI to enter their data connection ID to authenticate with the integration - see SMB user flow: Connects a source bank account to Sage for details. Alternatively, you can authenticate users through your own web app.

You push transactions for authenticated users to Codat using the POST /bankTransactions endpoint - see Use your Sage Bank Feeds integration for details.

Supported Sage products

Our integration supports pushing bank feeds to several Sage products, including Sage Business Cloud, Sage Intacct, and Sage 50. For a complete list, see Supported regions and products in the Sage Banking Service documentation.

Next steps

See Set up the Sage Bank Feeds integration to learn how to set up and enable the integration.