Sage

Automation
Automation
Automation
Automation
Made Easy
Made Easy
Made Easy
Made Easy
with Wrk
with Wrk
with Wrk
with Wrk

Sage is a suite of business management software used by small to medium-sized enterprises to handle accounting, payroll, HR, and financial operations. Known for its reliability and scalability, Sage helps businesses manage everything from invoicing and payments to compliance and financial reporting. Wrk can build automation around Sage by streamlining repetitive tasks such as data entry, invoice processing, payroll calculations, and report generation. By integrating Wrk’s automation solutions with Sage, organizations can minimize human error, save time, and ensure more accurate, real-time financial operations.

Why Choose Wrk for

Sage
Sage
Automation
Automation

You use powerful apps, but managing growth still creates bottlenecks. Wrk takes those manual tasks off your plate so you can scale without the stress.

Integrate

Sage

with Anything

Wrk turns

Sage

bottlenecks into seamless workflows.

Wrk Turns Manual Tasks into Automations

Wrk handles the busywork

Smarter

Sage

with A.I.

Grow without adding extra headcount

Real Automation Solutions

for
for
Sage
Sage

Automated Shipment Tracking & Exception Management

Know where everything is and fix issues before they become problems.

Supply‑chain teams spend hours every week logging into carrier portals, chasing tracking numbers, updating internal stakeholders, and reacting to delays only after they’ve already disrupted production or customer commitments. Wrk eliminates this grind by automatically pulling shipment statuses from carriers, freight forwarders, and 3PL systems, then normalizing the data into a single, real‑time view. Every update, in‑transit, delayed, out for delivery, customs hold, is captured and pushed into your ERP, inventory system, or internal dashboards.

When exceptions occur, Wrk triggers alerts, opens tickets, notifies vendors or logistics partners, and routes issues to the right internal teams. Your supply‑chain team gets ahead of issues, reducing downtime, preventing stockouts, and improving on‑time delivery performance. Calmer, more predictable logistics operation where Wrk handles the monitoring and escalation, and your team focuses on strategic planning and customer satisfaction.

Invoice Process Automation

Invoice Automation Software That Finally Fits

Wrk delivers fully managed, custom‑built invoice automation designed around your exact workflows, approval paths, and compliance requirements, not generic templates that force your business to adapt. With AI-powered processing, embedded OCR for any invoice format, seamless integration with any system, and human‑in‑the‑loop accuracy, Wrk removes workarounds and finally gives teams an automation solution that fits the way they operate.

  • AI + OCR can understand any invoice format

  • Workflow approval process with human-in-the-loop

  • Match vendors and PO numbers seamlessly with AI

  • Your business rules built straight into your workflow

The platform eliminates tedious manual tasks, saving teams 250+ hours per year while accelerating approvals and reducing errors, duplicates, and compliance risks across AP and AR workflows. With 24‑hour deployment, ongoing expert support, enterprise‑grade security, and a satisfaction guarantee, Wrk handles the job no one wants to do, so your team can focus on higher‑value work.

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Effortless Audits & Reporting

Accurate. Automated. Audit-ready.

While critical, audit preparation and accurate reporting can be time-consuming and potentially error-prone. Wrk's platform delivers end-to-end financial reporting automation, including data collection, report generation, and cross-referencing, ensuring accuracy and reducing the time required for audits. Real-time data synchronization supports transparent reporting, enhancing credibility and simplifying the path to compliance. This level of precision and organization streamlines audits and promotes accountability across financial operations.

Don’t see your use case? Perfect. The ones no one can automate are exactly the ones we do. Tell us about your use case.

Connect the Tools You Already Use

Frequently Asked Questions


What is Sage, and why integrate with it?

Sage is a powerful accounting and business management platform designed to help companies manage finances, payroll, and operations efficiently. Our solution enhances Sage by adding advanced automation and customizable workflows, helping you reduce manual effort, improve data accuracy, and accelerate key financial and operational processes.


How does the integration work?

We connect securely to Sage via its API. When events occur in Sage, such as a new invoice, payment, or purchase order, our system automatically triggers the appropriate workflow: sending reminders, routing approvals, updating records, and notifying stakeholders in real time. If your Sage is on-prem, we can access it using our Robotic Process Automation.


What can I automate?

  • Invoice approvals and payment reminders

  • Purchase order creation and approval routing

  • Expense submissions and reimbursements

  • Payroll notifications and compliance checks

  • Financial reporting and reconciliation workflows
    …and more.


Is my data secure?

Yes. We use encrypted API connections and follow strict security and compliance standards, including SOC 2 and HIPAA best practices—to ensure your financial and operational data remains fully protected.


Will this change how I use Sage?

Not at all. You’ll continue working in Sage just as you do today. Our automation layer runs in the background, streamlining workflows and improving efficiency without changing your day-to-day experience.


What do I need to get started?

You’ll need a Sage account with API access enabled. Our team provides full onboarding and integration support, ensuring a smooth setup and fast results. If your Sage is on-prem, we can access it using our Robotic Process Automation.


How can I try it?

Schedule a quick demo with our team and we’ll show you how to connect Sage and launch your first automated workflow, typically in under a week.

Ready to get started?

With Wrk, your team can save hours every week while giving your customers a faster, smoother experience. See it in action today.

Ready to get started?

With Wrk, your team can save hours every week while giving your customers a faster, smoother experience. See it in action today.

Ready to get started?

With Wrk, your team can save hours every week while giving your customers a faster, smoother experience. See it in action today.

Ready to get started?

With Wrk, your team can save hours every week while giving your customers a faster, smoother experience. See it in action today.

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