Finance & ERP · Integration
Sage Live
Add Sage Live to your product for your customers, and give your AI agents governed access to it.
Sage Live was Sage's accounting product built natively on the Salesforce platform. It was renamed Sage Financials, then withdrawn after Sage acquired Intacct, and Sage Intacct is where new work belongs, so this connector exists for the estates and historical data that are still there. Its defining trait is where the data sits: because Sage Live ran on Salesforce, its ledger entries, contacts, bank records and dimension values are Salesforce records in the customer's own org, reached through that org's API and counted against that org's request allowance rather than a separate accounting endpoint. Field and dimension layouts differ per company because they were configured per company. fastn holds the per-org credentials, paces the calls inside the Salesforce allowance and keeps the mapping per tenant.
In your product
Embedded for your customers. Per-tenant auth, no per-customer code, maintained by fastn.
Let a customer connect the Salesforce org their Sage Live ran in, so your product can read the accounting records still held there.
Read ledger entries, contacts and dimension values as they were configured for that company rather than a standard layout.
Pull historical transactions out for reporting or for a migration to a supported system, without a hand built export.
Pace reads inside the org's Salesforce request allowance, so a backfill does not disrupt the other tools connected to it.
For your AI agents
Governed, audited access for the agents you build, through the MCP server.
An agent answers a question about a historical transaction by reading the record rather than a spreadsheet copy of it.
An agent lists which dimension values a company used, so a migration mapping can be checked before it runs.
An agent reconciles a legacy balance against what your product holds, with every read logged per tenant.
Example prompt
Pull the ledger entries for this company for last financial year and total them by dimension.
Set up Sage Live in 4 steps
- 01Enable the Sage Live connector in your fastn dashboard.
- 02Have each customer authorise the Salesforce org their Sage Live or Sage Financials data sits in.
- 03Map the ledger entry, contact and dimension fields that company configured, and confirm which records are still in use.
- 04Call it from your product and expose the same connection to your agents through the MCP gateway.
Why teams use the Sage Live integration
What you get by embedding it with fastn instead of building it yourself.
- Ship a Sage Live integration without building it. Your customers connect their own Sage Live account inside your product and work their invoices, payments and vendors there, with no per-customer code on your side.
- Handle the part that actually costs time: financial writes must be idempotent and reconcilable, because a duplicate is an accounting problem rather than a bug. fastn owns the auth, token refresh, rate limits, pagination and breaking-change fixes, so a Sage Live update is not your on-call problem.
- One integration serves your product and your agents. The same governed Sage Live connection powers in-product features and gives AI agents scoped, audited access, so you move financial records without hand-keying them between systems without wiring it twice.
Used by these teams
Compare with
Sage Intacct
QuickBooksWorks well with
SalesforceOften used alongside
Tools the same teams tend to run next to Sage Live, across other categories.
Shopify
Stripe
BigCommerce
AfterShipSage Live integration FAQ
How do I add a Sage Live integration to my product?
Enable the Sage Live connector in your fastn dashboard, then let each customer authenticate their own Sage Live account. fastn handles the OAuth flow, token storage and refresh per tenant, so there is no Sage Live client code in your app and no per-customer branch in your codebase. Setup is 4 steps.
Do my customers each connect their own Sage Live account?
Yes. Every connection is scoped to the individual customer, so each authorises their own Sage Live account and only ever sees their own invoices, payments and vendors. That per-tenant isolation is the point of an embedded integration: you support the long tail of customer setups without maintaining an integration per customer.
Can AI agents use this Sage Live integration?
Yes. The same connection is exposed to your agents through the fastn MCP gateway, with permissions scoped per tenant and every call audited. An agent answers a question about a historical transaction by reading the record rather than a spreadsheet copy of it.
Who maintains the Sage Live integration?
fastn does. When Sage Live changes an endpoint, deprecates a field or alters its auth, the fix lands in the connector rather than in your backlog, and your customers' connections keep working.
Is the Sage Live integration safe for financial writes?
Writes are idempotent, so a retry after a timeout does not post a document twice, and every call is logged per tenant so an entry can be traced back to the event that created it. That matters more in finance than anywhere else, because a duplicate is a number somebody has to explain.
Can it handle each customer's own chart of accounts?
Yes. ERP deployments are configured to the business, so account structures, required fields and fiscal calendars differ per customer. Those are mapped per tenant as configuration, not hard-coded.
What about Sage Live rate limits during a first import?
Backfills are throttled deliberately. ERP limits are often account-wide rather than per-integration, so an unthrottled import can exhaust a customer's allowance and disrupt their other integrations.
What can I build with the Sage Live integration?
A common starting point: let a customer connect the Salesforce org their Sage Live ran in, so your product can read the accounting records still held there. Teams also use it for the other use cases listed above, and expose it to agents for governed reads and writes.
How much does the Sage Live integration cost?
It is included. Pricing is based on connected accounts, not on how many connectors you enable, so adding Sage Live does not change your per-connector cost. You can start free with 3 connected accounts.
Add Sage Live to your product
Start free with 3 connected accounts. No sales call required, and no per-customer integration code.