Helm connects with Sage to automate your entire accounting process from invoice importing to product updates, boosting speed and accuracy across your operations.
Smarter Accounting with Sage
Push product information, invoices, and purchase orders from Helm to Sage with custom triggers designed to fit your workflow.
Product Information Sync
Sync product records and related data from Helm to Sage to keep item information aligned across systems.
Custom Triggers & Webhooks
Control when data is sent using custom triggers, with additional flexibility through webhooks and custom integration options.
Invoice Sync
Send invoice data from Helm to Sage based on the schedule or trigger that matches your accounting workflow.
Purchase Order Importing
Transfer purchase orders from Helm to Sage to support accurate purchasing and financial processes.
How It Works
Get started with Helm's Sage accounting integration in three simple steps.
1
Connect
Link your Sage account to Helm in seconds.
2
Set Your Rules
Define statuses per sales channel that will provide a trigger point for your flow.
3
Start Syncing
Automatically import your data within seconds, without manual steps.
Billing API
For teams that need more flexibility beyond the standard accounting integration, Billing API supports more tailored billing and finance-related workflows.
Build Automated
Billing from Fulfillment
Turn fulfillment activity into accurate, line-level invoices automatically. Helm’s Billing API captures storage, picking, packing, courier, and other operational charges using flexible rate cards by courier, zone, weight, and channel.
Automatically capture fulfillment and courier charges
Flexible rate cards by carrier, zone, weight and channel
Reliable billing data synced with your accounting workflows
