1. Overview of Integration
Audit Sight integrates exclusively with Sage Business Cloud Accounting to streamline audits by securely retrieving financial data and eliminating manual audit requests. This integration ensures accurate data access and efficient workflows.
Important: This integration supports only Sage Business Cloud Accounting and does not work with other Sage products like Sage 50, or Sage X3 or Sage Intacct.
2.Data Availability 📊
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Data Pulled:
- General ledger details
- Transaction records
- Account balances
- Financial reports
- Note: While we cannot retrieve AP and AR agings, we can access all underlying invoices, payments, bills, and bill payments.
- Default Data Range: Last 36 months of data.
3. Connection Requirements 🛠️
Supported Product:
- Clients must be using Sage Business Cloud Accounting.
How to Confirm the Client is Using Sage Business Cloud Accounting:
- Ask the client to log in at https://www.sage.com/en-us/products/login/
Make sure they are logging into the Sage Business Cloud Accounting platform
- If the login is successful and the client can access their accounting data, they are using Sage Business Cloud Accounting.
- If they encounter issues or cannot access their account, they may be using a different Sage product, which is not supported.
4. How to Guide Your Client Through the Process 🚀
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Look for Our Email 📧
- The client should check their inbox for an email from support@auditsight.com with the subject line: Data Request.
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Click the Link 🔗
- Open the email and click the provided link to start the connection process.
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Log In to Sage Business Cloud Accounting 🔐
- Use the client’s Sage Business Cloud Accounting credentials to log in.
- Ensure they are not using a different Sage product.
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Authorize the Connection 🔒
- Follow the on-screen prompts to grant Audit Sight secure access to the required financial data.
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Complete the Connection 🎉
- Once the steps are completed, the connection will be established.
5. Template Email to Send to Your Client 📧
Subject: Action Required: Sage Business Cloud Accounting Connection for Your Audit
Hi [Client Name],
To streamline the audit process, we need your help connecting your Sage Business Cloud Accounting account with Audit Sight. This secure integration eliminates manual requests and reduces the back-and-forth involved in providing audit documentation.
Next Steps:
- Check your inbox for an email from support@auditsight.com with the subject line: Action Required: Data Request from (Your Firm Name).
- Open the email and click the link to begin the connection process.
- Log in to Sage Business Cloud Accounting using your credentials.
- Follow the prompts to authorize Audit Sight access.
Important: This integration supports only Sage Business Cloud Accounting. If you’re unsure which Sage product you’re using, try logging in at https://www.sage.com/en-us/products/login/. If you cannot access your data, please contact us for further assistance.
Your data’s security is our top priority 🔒. Audit Sight is SOC 2 Type 2 certified, ensuring that all information is handled with the highest standards of security and privacy.
If you have any questions or encounter issues, don’t hesitate to reach out.
Best regards,
[Your Name]
[Your Position]
[Your Contact Information]
6. Common Issues and Troubleshooting Tips 🛠️
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Why can’t my client connect?
- Verify the client is using Sage Business Cloud Accounting (not a different Sage product).
- Ensure the client has active credentials and an internet connection.
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How can I confirm the client is using the correct product?
- Ask the client to log in at https://www.sage.com/en-us/products/login/. If they cannot access their account, they may be using a different Sage product.
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Why are AP and AR agings missing from the data?
- AP and AR agings are not supported in this integration. Advise the client to provide these reports separately if needed.
7. FAQs ❓
Will this cost my client money? 💰
No, the integration is completely free for your client.
What if my client uses a different Sage product?
Audit Sight only supports Sage Business Cloud Accounting. If the client uses another Sage product, they will need to provide data manually.
