Connect Sage to Reportly

Read-only access 2 scopes About 2 minutes

Bring your Sage Active data into Reportly for financial reporting. Reportly connects to Sage with read-only access: it only reads data, and never creates, modifies or deletes anything in your Sage account.

How to connect

  1. 1

    Sign up

    Email, Google, Slack or Notion

    app.reportly.fr/auth/signup
  2. 2

    Find Sage and connect

    In your workspace

    Integrations›Browse›Sage
  3. 3

    Approve read-only access

    On Sage's consent screen

    RDSA·offline_access
  4. 4

    Watch the sync run

    Starts automatically, live progress

    Active Connections·syncing
  5. 5

    Open your reports

    P&L, balance sheet, entries

    Reports›Financial

What Reportly accesses

Read-only only. Reportly never writes to Sage. Scopes requested:

RDSA offline_access

What you get

Financial statements (P&L, balance sheet)
Accounting entries
Chart of accounts
Trial balance
Bank accounts and transactions
Automatically synced, no manual exports

Ready to connect Sage?

Create your Reportly account and link Sage in a couple of minutes.

Request early access

Need help? Email support@reportly.fr or visit our contact page.