SMEs / accountants / bookkeepers · EBROTECH integration profile
AI integration for Sage — automate without switching
Put AI agents on top of Sage without migrating: answer clients, chase invoices and onboard hands-free.
In short: EBROTECH connects AI to Sage without migrating: Sage stays your books and source of truth, and on top we add automatic invoice chasing, a 24/7 voice AI agent and self-running onboarding via its cloud REST API with OAuth2 (such as Sage Accounting). Desktop-only setups go through export or a local agent instead.
What is Sage and what is it for?
Sage is the accounting and business management software a large slice of SMEs and accountancy firms across the UK, Spain and beyond already run on. EBROTECH does not replace it. We put AI agents on top of the Sage you already use so the chasing and the calls run themselves.
What it's used for
- Keep Sage as your source of truth for the books
- Answer client calls out of hours with a voice AI agent
- Chase overdue invoices automatically
- Onboard clients and request reviews without manual work
What frustrates Sage users?
- Overdue invoices need chasing and it slips down the to-do list
- Out-of-hours client calls go unanswered
- Manual onboarding eats time on every new client
- Reviews are an afterthought
What changes when AI works for you
30%
of lost appointments recovered with reminders
24/7
AI picks up the phone when you can't
5x
more Google reviews in 60 days
0
missed calls left unanswered
Typical results in the businesses we work with. We measure it with you from day 1.
What does EBROTECH automate on top of Sage?
Sage stays your source of truth. We add the layer it doesn't do on its own: answering, reminding, chasing and winning back customers with AI agents.
Automatic invoice chasing by email, SMS and WhatsApp
24/7 voice AI agent that answers and books on top of Sage
Self-running onboarding sequences
Google review requests on autopilot
How does AI connect with Sage?
Sage exposes REST APIs with OAuth2 for its cloud products (such as Sage Accounting), so a direct connection is realistic on the cloud editions. Desktop-only setups usually go through export or a local agent instead. We confirm your exact case in discovery, no hype.
What the connector does NOT do
- It does NOT replace Sage. It only connects on top.
- It does NOT touch sensitive data without your approval.
- It does NOT migrate your data to another system (migration is Tier 3).
Sage API: can you connect AI?
Sage exposes a REST API, so the AI layer reads and writes (contacts, appointments, invoices) directly — no data migration. We confirm the exact endpoints and scopes for your version in discovery.
Are you the maker of Sage?
We build Sage's official API and MCP server in weeks, under your brand or white-label, so AI agents can recommend and use your product before they can only do it with your competitors'.
How we work with vendorsCloud connection with Sage
Sage runs in the cloud, so the connection is cloud-to-cloud over its API: the AI layer and Sage talk in real time without anything installed. Your data stays in Sage.
Sage + ChatGPT, Claude, Gemini, Perplexity, Codex & MCP
Each AI tool does something different around Sage: ChatGPT (OpenAI) and Gemini (Google) draft and summarise text, Claude AI (Anthropic) reasons over complex cases, Perplexity searches and verifies facts on the fly, and Codex or GitHub Copilot help write the connector code. None of them, on their own, acts on your data — they don't read a contact, book an appointment or chase an invoice. EBROTECH builds the connector with Claude Code and OpenAI models, exposed as an MCP server where it fits, so those AI agents do act on top of Sage, safely and with your approval.
How to connect Sage with AI in 3 steps?
- 1
15-minute discovery
We confirm whether you run Sage's cloud products or desktop, and which flows to automate first.
- 2
Connect the connector
We connect the AI layer over Sage's cloud REST API (OAuth2), or bridge desktop installs via export or a local agent, without migrating data.
- 3
Automations live
Invoice chasing, voice AI and onboarding run by themselves on top of Sage, on a schedule you sign off.
When NOT to connect with Sage?
If you run the desktop-rooted Sage 50, Sage's US mid-market Sage Intacct, or a different ledger like QuickBooks or Xero, see that profile. We confirm which Sage product you are on in discovery.
Frequently asked questions about Sage
Do I have to move off Sage?
No. Sage stays your system. We build the AI agents on top and migrate nothing.
Can you connect AI to Sage directly?
On Sage's cloud products there is a REST API with OAuth2, so we connect directly. On older desktop installs we bridge through export or a local agent. We confirm which applies to you in discovery.
Can it chase my invoices?
Yes. It reads what is outstanding and chases the client by email, SMS and WhatsApp until they pay or reply, on a schedule you sign off.
What do you automate first?
Usually invoice chasing and catching missed calls, because that brings back money and time fastest. The rest is phased in.
Keep exploring
Do you use Sage?
We'll tell you which AI automations make sense for your case and how long setup takes — without changing your software.