What is Sage ERP software and how it works with Ramp

Managing a business without a solid ERP system can feel frustrating, inefficient, and prone to mistakes. Sage ERP software changes that, offering tailored solutions that simplify operations and navigate complex data so your business can drive growth.

And if you integrate it with Ramp, Sage’s ERP systems can become even more powerful, allowing businesses to further automate key workflows and gain deeper financial insights without breaking stride.

In this guide, we’ll break down what Sage ERP software is, why it matters, and how integrating it with Ramp can improve financial management.

What is Sage ERP software?

As a true ERP system, Sage’s varying software unifies critical business functions—such as financial management, inventory control, and supply chain oversight—into one central platform.

Whether it’s automating accounting tasks or managing global operations, Sage ERP reduces inefficiencies by providing tools that simplify workflows, reduces manual errors, and delivers real-time insights that keep businesses ahead of the curve.

Here’s an overview of Sage’s ERP solutions:

• Sage Intacct: A cloud-based system that simplifies financial processes with AI-powered automation, ideal for industries like SaaS, healthcare, and wholesale distribution.
• Sage X3: Built for mid-sized businesses in manufacturing and distribution, Sage X3 integrates production, supply chain, and financial management into one flexible solution.
• Sage 100: Designed for small to mid-sized businesses, Sage 100 offers an easy-to-use, scalable system for automating workflows and gaining better visibility into operations.
• Sage 300: Tailored for businesses with global operations, Sage 300 focuses on simplifying multi-currency, multi-location financial management and inventory tracking.

Whether you’re managing a growing startup or a multinational enterprise, Sage ERP provides solutions that address a wide range of business needs.

How does Sage ERP software work?

Managing your business requires a system that doesn’t just streamline processes but actively connects the dots between key operations. Sage’s ERP software achieves this by acting as a unified hub ensuring every operation is interconnected and aligned.

Here’s how Sage ERP works at a high level:

• Data integration: Sage ERP pulls data from every corner of your business into a unified platform. Whether it’s financial transactions, inventory updates, or sales orders, the software ensures all information is accurate, consistent, and accessible in real time.
• Process automation: Repetitive tasks like payroll processing, invoice reconciliation, and inventory tracking are automated, freeing up time for your team to focus on high-value work.
• Real-time analytics: Sage ERP transforms live data into actionable insights, providing detailed reports and dashboards that allows teams to make data-driven decisions with confidence.

For example, a sale processed in the system automatically triggers updates to inventory, generates an invoice, and posts the transaction to the general ledger—all without the need for manual intervention. This seamless flow of operations keeps your business running smoothly and minimizes the risk of errors.

Features of each Sage ERP software

Building on its efficient workflows, Sage ERP is packed with features tailored to meet the diverse needs of businesses. Each solution brings a unique set of capabilities:

Sage Intacct

• AI-driven accounting for automating complex financial processes.
• Real-time dashboards offering multi-dimensional insights.
• Tools for fixed asset management to improve resource planning.

Sage X3

• Integrated production management to optimize manufacturing workflows.
• Comprehensive supply chain tools, including real-time inventory tracking.
• Financial management with support for multi-currency and multi-entity operations.

Sage 100

• Payroll automation, tax compliance, and PTO tracking tools.
• Customization options for workflows, reports, and integrations.
• Solutions for managing manufacturing and distribution operations.

Sage 300

• Multi-currency, multi-lingual financial management for global businesses.
• Tools for inventory control and order management across multiple locations.
• Integrated payment systems for streamlined transactions.

These features tackle real-world challenges head-on. For instance, Sage Intacct’s AI-powered accounting automates AP to a general ledger while also detecting anomalies. Sage ERP solutions don’t just simplify operations, they allow businesses to solve inefficiencies while saving time.

Who uses Sage ERP software?

Sage ERP software is trusted by businesses of all sizes, from small startups to global enterprises, because of its flexibility and scalability. Small and mid-sized businesses appreciate its affordability and user-friendly design, while larger organizations value its ability to handle complex, multi-entity operations.

Industries that rely on Sage ERP include but are not limited to:

• Manufacturing
• Wholesale and distribution
• Financial services
• Healthcare
• Retail
• Construction
• Nonprofits
• Hospitality

As mentioned earlier, each version of Sage ERP is built to address the unique needs of these industries. For example, Sage Intacct is ideal for businesses seeking AI-powered financial management in a cloud-based environment, while Sage X3 specializes in integrating manufacturing and supply chain processes for mid-sized enterprises.

And as for Sage 100, it supports small and mid-sized businesses in manufacturing and retail while Sage 300 also excels in helping global businesses manage multi-currency operations.

Sage ERP integrations: Why they matter

Sage ERP software can become even more functional when integrated with other business tools. Integrations allow Sage ERP to connect seamlessly with external platforms, streamlining workflows and enhancing data visibility across systems.

For example, integrating Sage ERP systems with Ramp allows businesses to automate financial tasks like invoice approvals and expense tracking, further reducing manual workloads and improving accuracy.

These integrations ensure businesses can customize their tech stack to align with their unique needs, making Sage ERP software not just a solution, but a cornerstone of operational efficiency.

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Integrate with Ramp

Why choose Ramp with Sage ERP software?

Ramp integrate directly with Sage Intacct and provides Universal CSVs for Sage's other solutions in its ERP and accounting ecosystem. Though it differs slightly per system, here’s how it generally works:

• Real-time data sync: Make updates to vendor information, bill payment details, and tracking categories in Ramp, and see those changes reflected in Sage Intacct instantly
• Audit every transaction: Access a full history of transactions in Ramp, from initiation to sync, with direct access to reimbursements or payments
• Automate routine workflows: Use Ramp’s Rules feature to automate transaction coding, approvals, and reviews and collect receipts via SMS, email, the web app, or directly through integrations like Gmail, Lyft, and Amazon Business

And specifically with Sage Intacct, Ramp also allows you to:

• Manage multiple subsidiaries: Handle financial activity for multiple entities, including bill payments, reimbursements, and transaction coding, all in one platform.
• Classify transactions your way: Use Sage Intacct’s tracking categories, custom fields, and UDD directly in Ramp for easy and consistent transaction coding.

Sage's ERP software already delivers robust tools for managing your business, but when paired with Ramp, you can further simplify spend management and automate accounts payable workflows.

How Ramp and Sage Intacct integration helped Marqeta close books 88% Faster

Marqeta, a leading card-issuing platform, faced challenges with time-consuming manual processes for managing corporate cards and reconciling transactions. These inefficiencies slowed their monthly close process and left little room for in-depth analysis.

By integrating Ramp with Sage Intacct, Marqeta transformed its workflows by automating corporate card management and streamlining reconciliation, significantly reducing manual effort and saving valuable time.

The results of combining Ramp with Sage Intacct include:

• 88% faster close: The integration enabled Marqeta to cut its close time dramatically by syncing Ramp and Sage Intacct.
• 7 hours saved monthly: The accounts payable specialist reduced the time spent on corporate card processing from eight hours to just one hour each month.
• Automated transaction syncing: Transactions are automatically synced from Ramp to Sage Intacct, eliminating the need for manual uploads.
• Accurate transaction coding: Ramp’s merchant category rules ensure transactions are categorized correctly and consistently.
• Faster financial analysis: Real-time syncing allows the finance team to start their analysis before the month ends, accelerating insights and decision-making.

“​​We’re able to review our expenses much faster in the close process and analyze them. We’re able to start those analytics in our month-over-month analytics even before the month ends, because those transactions are importing over regularly,” shared Megan, Director of Corporate Accounting at Marqeta.

Marqeta’s experience underscores how Ramp’s seamless integration with Sage Intacct eliminates inefficiencies, simplifies workflows, and frees up time for more strategic financial tasks.

Maximize efficiency with Ramp and Sage

Using Ramp alongside Sage’s ERP systems is a powerful combination for businesses aiming to operate more efficiently and make smarter financial decisions. By integrating the two, you can reduce bottlenecks, automate tedious tasks, and focus on driving growth even further.

Explore how the integration between Ramp and Sage's ERP systems can transform your workflows.