Sage Integration

Sage integration ninth wave

Give your business banking customers direct connectivity between their bank and Sage — delivering current transaction data inside the accounting platform they rely on every day.

Sage is an accounting platform with a deep installed base in industries including construction, distribution, manufacturing, nonprofit organizations, and professional services. Sage 50, Sage 100, Sage 300, and Sage Intacct serve a broad range of business sizes, from small companies to mid-market organizations with complex financial reporting requirements. The business banking customers running Sage have the same fundamental expectation as those on any other modern accounting platform: bank data should arrive automatically, accurately, and without manual intervention. Ninth Wave’s Sage integration delivers that directly.

Why Ninth Wave For Sage

Covers the Full Sage Product Family

Ninth Wave’s Sage integration is not limited to a single Sage product. The platform supports connectivity across Sage 50, Sage 100, Sage 300, and Sage Intacct — serving the full range of Sage customers in your commercial banking portfolio regardless of which product they use.

Strong Fit for Industry-Vertical Banking

Sage’s dominance in construction, manufacturing, and professional services means Sage integration is particularly valuable for institutions with commercial banking concentrations in those sectors. Finance teams in these industries run Sage as core infrastructure, and direct bank connectivity is a meaningful operational improvement for them.

One Platform, Seven Integrations

Sage integration is available through Ninth Wave Direct alongside QuickBooks, NetSuite, Xero, Quicken, Microsoft Business Central, and Workday — allowing institutions to serve their full commercial banking portfolio through a single platform agreement.

Features and Services

Automated transaction import

Bank transactions delivered into Sage’s reconciliation workflows automatically

Sage 50, 100, 300, and Intacct support

Full Sage product family covered through a single connection

Real-time balance visibility

Current account balances accessible inside the Sage environment

Field mapping managed by Ninth Wave

Transaction data formatted to Sage’s expected field structures

OAuth 2.0 tokenization

Secure, credential-free data access for every customer connection

Ninth Wave Portal monitoring

Bank-side visibility into Sage connection activity and instant revocation capability

Benefits

For Your Bank

  • Serve commercial banking customers in construction, manufacturing, and professional services with a product that fits their accounting environment
  • Reduce support burden from manual statement import failures and reconciliation errors
  • Strengthen retention among Sage-dependent businesses where the bank connection becomes operational infrastructure
  • Extend existing Ninth Wave Direct deployments to Sage customers without additional platform investment
  • Deliver Sage integration as part of a multi-platform embedded banking offering covering all seven supported applications
      • Maintain your bank’s brand visibility within this integration. Your logo will appear while the customer is using their ERP system.

For Your Business Banking Customers

  • Bank transactions appear in Sage automatically — the manual download-format-upload cycle is eliminated
  • Finance teams have accurate, current bank data inside Sage for daily reconciliation and cash management
  • Bookkeepers and controllers working in Sage Intacct gain real-time visibility without platform switching
  • Companies running multi-entity Sage environments see transaction data mapped correctly to the appropriate entity
  • Time previously spent on bank data management is redirected to higher-value accounting and reporting work

Security

Tokenized Access Across All Sage Products

OAuth 2.0 tokenization ensures that the business customer’s banking credentials are never shared with Sage or stored by any third party. The authorization is granted once and operates through a secure token for all subsequent data transfers.

Revocation and Monitoring Through Ninth Wave Portal

The bank retains full visibility into all active Sage connections through Ninth Wave Portal. Connections can be monitored for anomalous activity and revoked instantly — giving the institution the control layer it needs to manage third-party access responsibly.

Onboarding and Go-To-Market Speed

Compass Onboarding for Sage Configuration

Ninth Wave Compass automates the configuration guidance for Sage integration — analyzing the bank’s API environment and generating step-by-step setup instructions that reduce implementation time across all four Sage product variants.

Industry-Specific Onboarding Support

Ninth Wave Managed Services provides onboarding support tailored to the operational requirements of Sage customers in construction, manufacturing, and professional services — where accounting structures, cost codes, and entity configurations may differ from standard commercial banking implementations.

Activate for New Customers Without New Infrastructure

Institutions with an existing Ninth Wave Direct deployment can activate Sage integration for new business customers at the customer configuration level — no new platform implementation required.

Why Banks Choose Ninth Wave

Single integration, many ERP and accounting platforms

One connection to Ninth Wave Direct gives your institution live access to QuickBooks, NetSuite, Sage, Xero, Quicken, Microsoft Business Central, and Workday — without building or maintaining separate integrations for each.

API-first integrations

Every connection is built on secure, standards-based APIs that eliminate credential sharing, support modern authentication, and remain compatible as ERP platforms release new versions.

Embedded finance and open finance on one platform

Ninth Wave Direct and Ninth Wave Connect operate on the same platform — so the same institution can offer commercial customers direct ERP connectivity and retail customers permissioned data sharing without managing two separate vendors.

AI-assisted onboarding through Compass

Ninth Wave Compass analyzes your institution’s API environment and generates step-by-step integration guidance automatically, compressing the time from customer onboarding request to live data feed.

Managed Services support​

Ninth Wave Managed Services provides hands-on implementation, customer onboarding, and ongoing operational support — so your team focuses on the commercial relationship, not the technical infrastructure.

Bank-controlled customer experience and branding

The integration is presented to your business banking customers under your institution’s brand, with your institution managing the customer relationship and consent at every step.

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