You can integrate Futrli with a company in Sage Accounting. Once connected, Futrli pulls through data directly from the Sage Accounting organisation for all Futrli forecasting and reporting.
📎NOTE: Futrli currently integrates with Sage Accounting. Other Sage integrations such as Sage 50 Accounts will be introduced in the future.
If you want to connect to Sage Accounting, this is done as you add an organisation.
📌TIP: You can use our steps below or click the GIF below to view our interactive walkthrough of adding a Sage Accounting organisation.
When you select Connect to Sage, you're then prompted to log in using your Sage account credentials. If you're already logged into Sage, you skip this step.
After you log in with your Sage credentials, click Allow to authorise Futrli to be able to access your selected Sage Accounting companies.
Select the organisations you want to integrate with.
You're then redirected back to your Manage Organisations page where you see the new organisation and see that it is syncing.
When the initial sync is complete the sync status updates.
You also receive an email to confirm the sync is complete.