Explore the Top Add-Ons that Take Your Sage System to the Next Level
Your Sage system is a powerful tool on its own, but with the right add-ons, you can build an even more intelligent and effective solution.
Whether you’re looking to automate manual processes further, gain deep insights, improve reporting, or enhance user experience, integrating these powerful add-ons can help you to unlock the full potential of your Sage software.
In this article, we take a look at 10 of the best add-ons designed to supercharge your Sage ERP system. Backed by our team’s hands-on experience, we’ll cover what each one does, why it stands out and why our team members recommend it for your business.
Top 10 Add-ons for Sage
Spindle Document Management
Spindle Document Management is a fantastic, quick to deploy, user-friendly and cost-effective way to manage your documents from within your core Sage 200 system. The software offers the options for multiple users to batch distribute, scan, drag and drop, attach to transactions and view any business documents coming into or going out of your business.
What our team says:
“Spindle Document Management is a great add-on from Draycir for Sage 200 as it extends capabilities in Sage where Document Handling and automation are concerned. In this area Sage on its own can be quite manual.
Recommended to clients for its capture, distribute and storage functionality which saves businesses time, reduces their admin effort and improves data accuracy all whilst maintaining compliance.”
~ Jo Stapleton, Sage 200 Account Manager
Yooz AP Automation
Yooz AP Automation is an e-invoicing and P2P Automation tool that integrates with over 250 accounting and ERP systems, including Sage Intacct, Sage 200 and Sage X3. It uses OCR technology and AI algorithms to automatically process documents, replacing the need for manual data input.
The key benefits of this add-on are that it prevents late payment charges, stores documents safely and securely in the cloud, reduces the risk of human error, and gives you full visibility across all your documents. With Yooz AP Automation, you can process your documents quickly and easily automate the approval process, saving you time and money.
What our team says:
“Yooz is a highly recommended AP automation solution because it offers powerful, cloud-native purchase-to-pay automation, instant Sage Intacct integration, and unique invoice image-push functionality for seamless financial processes. Yooz’s intelligent automation, rapid implementation, and detailed audit trails ensure efficiency, accuracy, and transparency for growing businesses.”
~ Nicholas Collyer, Sage Intacct Solutions Consultant
Staged Payments Module
The PKF SCS Staged Payments Module is a powerful add-on for Sage 200 Professional that enables businesses to manage sales orders with flexible, staged payments schedules. Whether you’re invoicing in phases, collecting deposits, or managing final balances, this module streamlines the entire process, saving you time and effort.
Built by our expert team, the Staged Payments Module integrates seamlessly within Sage 200, it’s quick and easy to deploy, and has a massively reduced entry price point compared to what you would invest in a bespoke integration. This provides an immediate and tangible return on investment for our clients.
What our team says:
“The Staged Payments module is a huge time saver as it reduces a lot of the manual intervention otherwise required to calculate different staged payments amounts, and create separate orders for each staged payment. It also allows better visibility of which orders are related to each other, making it easier to see when each stage has been invoiced and paid.”
~ Craig Taylor, Project Services Director
Sicon Manufacturing
Sicon Manufacturing is a set of production control modules for Sage 200. Unlike the legacy Sage offering, the Sicon manufacturing suite is a group of optional modules, meaning you can choose which ones you wish to implement.
Its modules include Works Order Processing, Material Requirement Planning, Shop Floor Data Capture, Job Costing, and Barcode and Warehousing. The integrated nature of the Sicon Manufacturing suite allows efficient resource planning at every stage of the production process which is pivotal to any manufacturer.
What our team says:
“I would recommend Sicon Manufacturing suite as it provides manufacturing businesses a fully integrated solution to manage production, planning and costing, all within Sage. You can bring Works Orders, MRP and Capacity planning together in one place, and the great thing is it’s modular and scalable, making it a reliable add-on for Sage 200 and growing manufacturing businesses.”
~ Jo Stapleton, Sage 200 Account Manager
MRGE and WIRE – Sage 200 API
With MRGE and WIRE, our PKF SCS-built API solution for Sage 200, data integration has never been so easy. Both are based on a reliable and proven core platform, but they have different features appropriate for different application areas.
MRGE is our core REST API tool that enables other systems to access or update data in Sage 200 on demand. This way, you can integrate systems that would otherwise be incompatible or disconnected. The benefits include quick and easy deployment, allows integration of incompatible systems, it can update data at anytime, and it’s a lower price point compared to traditional bespoke integration.
WIRE is our integration engine, which means it can transfer data through connectors linking to standard e-commerce platforms, couriers or portals. The key premise of WIRE is to provide pre-build connectors between Sage 200 and well-known third-party trading platforms and couriers. However, at PKF SCS we also have the ability to build new connectors or to amend existing ones to suit our clients requirements.
What our team says:
“Integrations are no longer a ‘nice to have’ but an essential part of the modern business system. Our API tools are simple to install and maintain, but also provide the agility required for the progressive business who is always looking to expand or improve their workflows.”
~ Chris Smith, Managing Director
Credit Hound Cloud
Credit Hound Cloud is the cloud-based version of Draycir’s popular solution, Credit Hound Cloud. It’s designed to automate many of your day-to-day credit control processes. It outperforms competitor products and is designed to solve SME businesses’ financial and day-to-day affairs by significantly reducing their administrative burden.
The add-on seamlessly communicates with your Sage 200 system to automatically gather all transactional and contact data, creating a replica of the information held in Sage. It is quick and easy to set up and can be done in less than 5 minutes by following the on-screen instructions.
What our team says:
“Our clients see a large benefit to using Credit Hound Cloud as they can easily create automated credit chase letters and follow up tasks. The dashboards within Credit Houn, easily allow them to see which customer have broken payment terms and see which accounts owe the most. The in built “Promises” system allows clients to keep track of how many times their customers have failed to send payments by an agreed date, which in turn allows them to track cash flow and customer trust more effectively. Due to the product being cloud based, setup and implementation takes no time at all.”
~ Thomas Spring, Sage 200 Account Manager
Power BI
Power BI is a powerful business analytics tool by Microsoft. This add-on allows users to connect to a wide range of data sources, transform raw data into insights, and create interactive dashboards and reports that are easy to understand and share.
Thanks to the sage-provides connector, Sage 200 users can leverage the power of their Sage 200 data using Power BI’s industry-leading capabilities.
Unlike competing business intelligence tools, Power BI offers a more dynamic and scalable approach. It gives users the freedom to build exactly what they need, whether that’s a quick snapshot of trends or a deep dive into overall performance.
What our team says:
“Power BI is a great for businesses using Sage because it unlocks the full potential of your data in ways that traditional reporting tools simply can’t match. We have now successfully implemented BI at a number of our Sage sites allowing Sage and non-Sage users the ability to view, analyse and pivot data to suit their requirements. This could be regarding any aspect of data such as finance, procurement, production, sales etc. It’s become such a big part of our service offering that we now have a dedicated team responsible for reporting and dashboard creation and support.
If you want to try it, we have published a sample dashboard that demonstrates its functionality which is available to trial here.”
~ Richard Brewster, Technical Director
Sicon Document Automation
The Sicon Document Automation module offers you the ability to scan and retrieve documents while they work in Sage 200, with no additional document management software or indexing steps required.
The solution, which uses OCR (Optical Character Recognition) powered by Microsoft Azure AI technology, evolves your document management processes by cutting back on your paperwork, improving the efficiency of your business and allowing you to have greater access to your documents.
What our team says:
“A fantastic tool for every type of business. It’s very rare to find a customer who isn’t using this add-on. Saving you time and money to enable more growth opportunities where it really matters. I would highly recommend that anyone with Sage 200 have a demo and see how easy their document processes become.”
~ Hope Dunbar, Sage 200 Account Manager
Excel Data Bridge
Excel Data Bridge simplifies and streamlines the data transfer process between Microsoft Excel and Sage 200. If you or your teams are spending too much time rekeying data into Sage from Excel, this is the quick and easy time saving solution to solve that issue.
This add-on enables manipulation of data in Excel and then posts it directly into Sage, providing you with instant validation feedback. Unlike other similar tools, Data Bridge takes Excel integration with Sage 200 to the next level by also allowing you to work offline and still be able to browse your data.
What our team says:
“I love Excel Data Bridge because with over 20 different functions, it’s a solution for all industries. From finance only, stock-heavy manufacturing/distributors or even those taking cash payments – there’s something for everyone. Most of my customers use this and find they save 50% of their time, simply because they no longer need to duplicate their work. A 10/10 Sage add-on.”
~Hope Dunbar, Sage 200 Account Manager
Sicon MRP
With Sicon MRP (Material and Resource Planning, you can improve your planning processes, drive purchasing efficiencies and gain greater control of your business operations. It utilises the Sage 200 BOM cost items to estimate your labour and machine times. Additionally, this solution links with the Sicon Works Order Module for production dates and generate suggested purchase orders into Sage POP.
Sicon MRP will do the hard work and produce your make and buy recommendations, allowing your team to spend their time more profitably, applying their experience and market knowledge to execute or ignore the suggested actions.
What our team says:
“I would recommend Sicon MRP as an add-on for Sage 200 as it provides clear visibility and control over production and stock. The module allows businesses to automate complex planning processes which integrate seamlessly with Sage, resulting in reduced time, costs and improves overall efficiency.”
~Jo Stapleton, Sage 200 Account Manager
If you are interested in integrating any of these add-ons with your Sage system, or would like to discuss how they could work for your business, our expert team is here to help.
For more information, get in touch with your Account Manager, or you can call us directly on 01332588508.
