What This Tool Does
Real examples of how the connector helps your AI agent take action; like sending messages, updating records, or syncing data across tools.
Real-Time Lookup
Lookup live project financials or journal entries from Sage Live.
Example
"Fetch unreconciled journal entries for last month."
Memory Recall
Retrieve accounting entries, invoice workflows, and tax configurations in Sage Live to assist in financial reporting.
Example
"Show last month’s journal entries and audit trail from Sage Live."
Instant Reaction
Notify finance if Sage Live invoice posting fails.
Example
"Send alert if new invoice isn’t recorded in general ledger."
Autonomous Routine
Monitor transaction accuracy and GL reconciliation.
Example
"Daily financial sync report and error log."
Agent-Initiated Action
Retry transaction or log for manual fix.
Example
"Flag invoice for review if sync fails twice."
Connect with Apps
See which platforms this connector is commonly used with to power cross-tool automation.
Salesforce
Sync sales activity
Slack
Notify of invoice approvals
Google Sheets
Track sales performance
Try It with Your Agent
Example Prompt:
"Update Salesforce with latest invoice data from Sage Live and alert finance if approval is pending."
How to Set It Up
Quick guide to connect, authorize, and start using the tool in your Fastn UCL workspace.
1
Connect Sage Live in Fastn UCL: Navigate to the Connectors section and select Sage Live, then click Connect.
2
Authenticate using your Sage credentials and authorize financial data access.
3
Enable actions such as “post_invoice” and “sync_customer” in the Actions tab.
4
Use the AI Agent: Try prompts like “Generate invoice for Acme Corp” or “Sync latest customer records.”
Why Use This Tool
Understand what this connector unlocks: speed, automation, data access, or real-time actions.
