Firms and finance teams that run on Sage can still use the full set of agents. The bookkeeping agent categorises transactions, the invoice agent reads bills and prepares them for approval, and the forecast agent reads figures to keep cash projections current.
As the site says, we build on top of Sage with two-way sync, so what the agent prepares and what your team changes stay aligned. Where Sage is only part of the stack, we can combine it with other tools. A client might keep sales in a separate system and bank data in a feed, and the agents can draw on each. We map those pieces during the blueprint stage so everyone agrees what the agent reads, writes and logs.
Sage setups vary a lot between versions and clients. Tell us which product and version each client uses, because that shapes how we plan the connection and what we confirm on the call. A short list is enough, and we fill in the technical details on the call.
If clients are split across Sage and other tools, we can connect more than one. We would rather map it honestly than force everyone onto one system. The agent does not replace your accountant's review of the books. Measure it by fewer manual entries, shorter review time and an audit log you can follow from start to finish.