What Sage Is

Sage is a finance-centric ERP and accounting platform used by mid-market and enterprise organizations to manage general ledger, accounts payable, accounts receivable, cash management, and financial reporting. Sage implementations are heavily driven by chart of accounts design, entity structure, approval controls, and downstream integrations.

Optematic provides Sage implementation, Sage integration, and Sage managed services for organizations that need Sage configured correctly, connected to surrounding systems, and operated reliably as transaction volume and complexity increase.

Core Financial Operations

Sage is commonly used to support:

• General ledger and financial close

• Accounts payable and receivable

• Cash management and reconciliations

• Multi-entity and intercompany accounting

Finance-Led Operational Control

Because Sage is finance-first, implementations typically focus on:

• Strong approval workflows

• Role-based access and segregation of duties

• Auditability and reporting accuracy

Without disciplined setup, Sage environments often suffer from manual workarounds and reconciliation issues. Optematic addresses this at implementation.

Financial Data Model & Entity Design

Optematic implements Sage starting with the financial foundation:

• Chart of accounts structure

• Legal entity and subsidiary setup

• Currency and consolidation strategy

• Fiscal calendars and reporting dimensions

Workflow & Approval Configuration

We configure Sage workflows to support:

• Invoice approvals and exception handling

• Payment authorization rules

• Journal entry controls

• Audit trail requirements

Reporting & Close Readiness

Sage is implemented with:

• Consistent financial reporting structures

• Downstream data readiness for analytics

• Close-process alignment across teams

Systems Commonly Integrated With Sage

Optematic delivers Sage integration services connecting Sage with:

• CRM platforms (Salesforce, HubSpot)

• Billing and subscription systems

• AP automation tools (Bill.com)

• Payroll and HR platforms

• Data warehouses and reporting tools

Integration Reliability & Controls

All Sage integrations are implemented with:

• Clear data ownership and mappings

• Error handling and monitoring

• Reconciliation visibility

This prevents silent failures that impact finance teams downstream.

Ongoing Support & Finance Operations

Optematic provides Sage managed services including:

• Configuration updates as policies change

• Integration maintenance and monitoring

• Reporting and reconciliation support

• Access, role, and approval governance

Operational Ownership

We treat Sage as a system of record, ensuring it stays reliable as transaction volume, entities, and integrations grow.

Finance-First Implementation

Optematic approaches Sage as a finance operations platform—not just accounting software.

• Sage implementation partner focused on controls and accuracy

• Clean integrations with billing, payroll, and CRM systems

• Governance to support audits and close cycles

• Managed services after go-live

Sage becomes a stable financial backbone, not a manual bottleneck.

What You Get

With Optematic, Sage becomes:

• Easier to operate for finance teams

• Better integrated with surrounding systems

• More reliable for reporting and close

• Scalable without constant rework

Optematic — Sage implementation, integrations, and managed services.