Sage Integration for Estate Agents

Sage is accounting software for every stage of a sales or lettings business. From first sale to scale-up. Our AI handles the admin, shows what matters, and keeps you in control.

Sage Accounting is a market-leading cloud ecosystem designed to manage invoicing, cash flow, tax compliance, and business expenses. Developed by The Sage Group, it utilizes built-in AI technology via Sage Copilot to automate manual workflows, track financial metrics in real-time, and process receipts using automatic data capture.

Sage for Estate Agents is a tailored financial ecosystem designed to handle the complex, multi-layered accounting needs of property sales, letting agencies, and portfolio management. By combining core business accounting with deep property-centric tracking, the platform allows agents to manage agency commissions, track branch performance, and automate tenant or landlord billing within a unified, compliant framework.

Apex27 CRM integrates seamlessly with Sage and other leading proptech platforms, helping estate and letting agents connect their systems into one streamlined workflow. By integrating your estate agent CRM with your existing tools, you can reduce manual data entry, minimise errors, and keep your data accurate and up to date.

Why integrate Sage with Apex27.

• Automates Tasks: Pulls live bank feeds and matches transactions automatically.
• Reduces Errors: Scans paper receipts to populate expense forms instantly.
• Accelerates Cash Flow: Sends automated invoice reminders with built-in payment links.