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Feature Focus: Sage Integration

Straightforward Finance Management

Managing a window and door installation business means handling multiple projects, keeping customer relationships strong, and ensuring your finances are in order.

With Business Pilot’s Sage integration, you can streamline your financial processes, reduce admin work, and maintain accurate accounts—all with ease.

What is Sage?

Sage is a powerful accounting software designed to help businesses manage their finances efficiently.

It provides tools for tracking income and expenses, managing payroll, and producing financial reports. Sage helps businesses stay compliant with tax regulations while offering real-time insights into their financial health.

Why Connect Business Pilot to Sage?

Keeping your accounts up to date is essential for financial stability and business growth. By connecting Business Pilot to Sage, you can:

Reduce Manual Data Entry – No more inputting the same information twice. Export invoices, payments, and financial data from Business Pilot to Sage in just a few clicks, eliminating errors and saving time.

Improve Cash Flow Visibility – Automatically sync payment details and outstanding balances with Sage, giving you a clear picture of your financial position and helping you plan ahead with confidence.

Gain Full Financial Control – Track invoices and costs effortlessly. With the Business Pilot export, you send accurate data to Sage, so you can monitor overdue invoices, reconcile transactions, and manage your finances more efficiently.

Simple Integration – Connecting Business Pilot to Sage is quick and easy. Our guided setup ensures a smooth integration process.

How it Works

Export Financial Data

Generate and export invoices, payments, and financial records directly from Business Pilot.

Sync with Sage

Import the data into Sage in just a few clicks, keeping your accounts updated effortlessly.

Monitor Your Finances 

Access real-time financial insights in Sage, allowing you to make informed decisions about your business.

Take Control of your Business Finance Today

Business Pilot’s Sage integration helps window and door installation companies simplify finance management.

Say goodbye to manual data entry and hello to a more efficient way of working.

Ready to streamline your finance management? Start your free Business Pilot trial today!

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