CFO Pal + Sage
Running Sage Accounting? CFO Pal layers on top to give you the strategic clarity Sage was never designed to provide. Reports, forecasts, budgets, and alerts, all from your Sage data.
What you get with CFO Pal + Sage
P&L and balance sheet data synced from Sage Accounting
13-week cashflow forecast using your Sage revenue patterns
Budget tracking mapped to your Sage expense ledger accounts
Sales and purchase invoice monitoring with overdue alerts
Bank account balances pulled directly from Sage
Secure OAuth connection to Sage Business Cloud
Ask it about your Sage figures on WhatsApp, at any hour, and the answer comes from that ledger
CFO Pal answers on WhatsApp as well as in the dashboard, so the question you have at nine at night is the one that actually gets asked.
How it works
Connect Sage
Two clicks. OAuth keeps your credentials secure.
Set preferences
Cash threshold, budgets, alert channels.
Your CFO starts work
Monday pulse, same-day alerts, full financial clarity.
Stop guessing. Start knowing.
Join UK businesses that know exactly where they stand financially. Every Monday morning.
Connects to Xero, QuickBooks & Sage · UK data residency · No card required