Integration withSage

What is Sage?

Sage is a global leader in enterprise accounting and business management software, serving millions of businesses with comprehensive ERP solutions. Sage systems handle critical financial operations including invoicing, accounts receivable and payable, inventory management, financial reporting, and compliance. From small businesses using Sage 50 to large enterprises deploying Sage X3 or Sage Intacct, Sage provides the authoritative financial data that businesses rely on for decision-making and regulatory compliance.

Why integrate Sage with Yalt?

The Sage-Yalt integration builds customer loyalty programs on the most reliable data source in your organization—your accounting system. By connecting loyalty programs directly to finance-approved transaction data, you ensure perfect alignment between marketing initiatives and financial reporting. This integration enables automated campaigns and loyalty rewards based on authoritative revenue figures, eliminating discrepancies between marketing metrics and financial results. The result is loyalty programs that CFOs trust, marketing teams can confidently scale, and businesses can accurately measure for ROI. This finance-first approach to customer loyalty ensures your retention initiatives are built on a foundation of accounting precision.

How the finance-integrated system works

When Sage connects to Yalt, invoice and customer data from your accounting system sync securely in real-time. Every finalized, booked transaction automatically updates customer loyalty profiles—points accumulate, cashback accrues, and stamp cards progress based on accounting-verified revenue. The system respects your accounting rules, including revenue recognition policies, credit memos, and payment terms. Customer profiles build using finance-approved data, tracking purchase history, payment behavior, credit worthiness, and true lifetime value. Automated campaigns trigger based on accounting events—celebrating invoices paid, recognizing long-term customers, or re-engaging accounts that haven't transacted recently. Because loyalty data comes from your source of financial truth, program metrics align perfectly with board reports and financial statements.

Enterprise-grade loyalty program features

Accounting-verified loyalty cards: Issue digital loyalty cards that track rewards based on booked revenue from your accounting system. Loyalty balances reflect the same transactions in your financial statements.

Revenue-based points programs: Configure points-based loyalty programs where earning is tied to finalized invoices and recognized revenue. Set earning rates that align with your margin structure and business goals.

Payment-aware rewards: Build loyalty programs that respect payment terms and cash flow. Issue rewards upon invoice booking, payment receipt, or custom accounting events based on your business model.

Credit memo handling: Automatically adjust loyalty balances when credit memos or returns are processed, maintaining perfect synchronization between accounting records and loyalty program balances.

Customer credit integration: Segment customers by payment history, credit terms, and financial standing. Target automated campaigns appropriately based on customer credit profiles and payment behavior.

Multi-entity support: For businesses with multiple legal entities in Sage, manage unified loyalty programs across entities or maintain separate programs while consolidating reporting at the group level.

Finance-aligned segmentation: Group customers using accounting dimensions like customer class, payment terms, invoice frequency, margin contribution, or days sales outstanding. Create segments that reflect true customer value to the business.

Automated campaigns: Deploy email and SMS marketing campaigns triggered by accounting events—thanking customers for prompt payment, celebrating invoice milestones, or reaching out to accounts with declining order frequency.

CFO-approved analytics: Access unified dashboards showing loyalty program performance with metrics that match financial reporting. Track customer acquisition cost, lifetime value, loyalty program ROI, and customer retention using finance-approved figures.

Compliance and auditability: Maintain complete audit trails linking loyalty costs to specific accounting transactions. Support compliance requirements and financial audits with traceable loyalty program data.

Multi-currency and multi-company: Handle global loyalty programs across currencies and legal entities with proper accounting treatment and consolidated reporting.

Strategic business advantages

• Build loyalty programs on authoritative accounting data that CFOs and finance teams trust
• Eliminate discrepancies between marketing metrics and financial reporting with single source of truth
• Increase customer lifetime value using segmentation based on true financial contribution
• Improve cash flow by rewarding prompt payment behavior through loyalty programs
• Reduce bad debt by incorporating payment history into customer segmentation and communication
• Scale loyalty programs confidently with ROI metrics that align with board-level financial reporting
• Maintain audit compliance with complete traceability of loyalty costs to revenue transactions
• Optimize loyalty program economics using margin data and true customer profitability
• Support enterprise complexity with multi-entity, multi-currency, and multi-company capabilities
• Align marketing and finance teams around shared metrics and common data foundation

Secure API integration and setup

Connecting Sage to Yalt takes 5-10 minutes using secure, read-only API connections that respect your accounting system's security model. Authorize the integration from your Yalt dashboard, select which Sage entities and data types to sync (customers, invoices, payments), configure your loyalty program structure aligned with your business model, and set up automated campaigns using pre-built templates. The integration immediately begins syncing accounting data and building customer profiles. Historical data can be imported to provide continuity for existing customers. Your finance-grade loyalty program can go live quickly while maintaining perfect accounting alignment.

Enterprise use cases for accounting-based loyalty

B2B distributors use the integration to reward customers for consistent ordering patterns and prompt payment, using customer segmentation based on margin contribution to target high-value accounts with VIP programs. Manufacturing businesses build loyalty programs that reward purchase volume while using automated campaigns to promote slow-moving inventory or seasonal products to relevant customer segments. Professional services firms implement loyalty programs based on billable hours or retainer agreements, rewarding long-term clients with preferred rates or exclusive services. Wholesale businesses use payment behavior data to segment customers, offering enhanced loyalty benefits to accounts with excellent payment history while adjusting credit terms and targeting for accounts needing attention. Multi-national enterprises leverage multi-currency and multi-entity capabilities to run consistent loyalty programs across markets while maintaining proper accounting treatment and consolidated financial reporting that satisfies auditors and executives alike.