Sage Business Cloud overview

Summary view of the Sage Business Cloud connection flow and available support

What happens to my data?

To learn more about the technology employed to access your data and how it's used, check How we use your data.

Your financial institution has requested to view, create or modify your business's financial data via your Sage Business Cloud account. This is needed to deliver financial services to you. You will follow a secure connection flow to establish a digital link to your Sage Business Cloud account.

Check your software plan or version

If you need to check the plan or version of the accounting software you are using, follow these steps in Sage Business Cloud:

1. Log in to Sage Business Cloud Accounting.
2. Click on your business name in the top right corner.
3. In the dropdown menu, select Manage business account.
4. Select Subscription & Invoices in the sidebar, then click Manage My Subscription.
5. Check your service and subscription details in the Edit Subscription window.

Connect to Sage Business Cloud

To establish a digital connection with Sage Business Cloud and enable your financial institution to access your financial data, follow the Link URL provided to you and complete these steps:

1. On the Share your financial information screen of the connection flow, click Connect in the Accounting tile to initiate a connection to Sage Business Cloud.

   You might not see this screen if your financial institution disabled this selection. In this case, proceed to the next step.

   

2. On the Select your accounting software screen, scroll or search for Sage Business Cloud. Click the tile to select, then click Next.

   

3. On the Connect to Sage Business Cloud screen, review the data you will provide access to, then click Next.

   Sage Business Cloud will open in a new tab and the connection flow will move to the Waiting for connection... screen.

   

4. In Sage Business Cloud, log in with your regular user credentials and follow the flow to complete the connection.

   Your login credentials remain secure during this process and are not shared with Codat or your financial institution.

   

5. Once the connection is confirmed, the Sage Business Cloud window will close, and you will be redirected to the final step of the flow.

   Click Continue on the Sage Business Cloud connected screen, then click Complete and exit the flow.