OCTA Flow + Sage: Run Your Firm's Work on Sage Data
The short answer: OCTA Flow connects to Sage, pulls each client's ledger and reports, and runs the recurring accounting work — bank reconciliation, financial statements, month-end close — as AI-driven engagements. The work runs on your real Sage data, every action is logged, and a partner signs off before anything is final.
What you can automate in Sage
The Sage jobs that repeat across your client base each period are the ones Flow is built to run:
- Bank reconciliation — Flow reads the Sage ledger and bank data, matches transactions, and surfaces only the exceptions ranked by severity.
- Financial statement preparation — Flow assembles the P&L, balance sheet, and cash flow from Sage data into review-ready statements.
- Month-end close — the close checklist runs as a tracked engagement, with each step logged and reviewable.
How the Sage connection works
In Settings → Integrations, you authorize Sage so Flow can read the chart of accounts, ledger, and standard reports it needs for each engagement — no re-keying, no rebuilding the trial balance by hand. Sage spans several products (Sage Accounting, Sage 50, and others); the setup path adapts to the product your client runs, and you connect each client once.
Write-back is deliberate. Flow proposes adjusting journal entries and reconciliations; it does not post them to Sage automatically. You review each proposed entry and post it in Sage yourself. Nothing reaches the client's ledger without a human decision — that's by design.
Control and audit trail
Every engagement runs Collect → Build → Run → Review → Sign off. Flow logs each action as it works, and Quality Gates check the output before it reaches your review queue. Findings are ranked Critical / High / Medium / Low, and sign-off is blocked while a Critical finding is open. When you approve, the engagement locks with a record of who approved what and when. The AI does the work; your partner keeps the judgment and the signature.
Why firms on Sage choose Flow
Sage handles the ledger well, but the assembly work around it — matching, tying out, drafting statements, documenting the close — still lands on your team. Flow runs those tasks end to end and hands back a review-ready workpaper. It's an AI workspace that already knows your firm's procedures through reusable Skills, runs them at a consistent standard across every Sage client, and leaves an audit trail — the difference between an answer and something you can put in front of a client. In independent scenario testing across 200+ accounting tasks, Flow scored 83%, 2.5× the nearest AI tool. Firms of every stack use it as their execution layer, not another reporting add-on.
Frequently Asked Questions
Is the Sage connection secure? Yes. Access is scoped to the data each engagement needs and can be revoked at any time. Every run keeps a full audit trail, and OCTA serves 900+ firms with a locked record of who approved what.
Which Sage products are supported? Sage spans multiple products; the setup adapts to the one your client runs. If a particular Sage product isn't yet directly connected, Flow works from your exported Sage reports and files in the meantime — the workflow and output are the same.
Does Flow post journal entries to Sage automatically? No. Flow drafts proposed entries and reconciliations; you review and post them in Sage. Nothing posts without your action.
Can I standardize one workflow across all my Sage clients? Yes. A Skill is defined once and runs identically across every client and team member, so your firm's procedures apply the moment a new client is added.
Connect Sage and run your next close on your own data — free for 30 days. → Start your trial