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Construction Software That Connects To Sage Business Cloud

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Problem: Construction data reaches Sage last. CIS deductions get worked out in a spreadsheet, reverse-charge VAT gets applied by hand, and someone rekeys the same supplier invoice twice — once to approve it, once to post it. Outcome: Connect Sage Business Cloud once over OAuth. Approved bills, CIS subcontractor payments and sales invoices post straight to your ledger with the deduction, the VAT treatment and the source document already correct.

In Short

Site Samurai connects to Sage Business Cloud Accounting over the official Sage OAuth API. Once connected, approved supplier invoices, CIS subcontractor payments and sales invoices raised from your applications for payment post straight into your Sage ledger as native bills and invoices — with the source PDF attached, the right ledger account, and domestic reverse charge VAT already applied. Draft bills pull back the other way for three-way matching against your POs and GRNs. There is no CSV step and nothing to rekey. It is included on Professional at £199 per month with unlimited users. Important limit: the connector is API-only, so it works with Sage Business Cloud Accounting and not with Sage 50 desktop or Sage 200.

Official Sage Business Cloud APICIS deductions applied before postingDomestic reverse charge handledDraft bills pull back for PO matching

See It In Action

Connect your Sage business, map your ledger accounts once, and watch approved documents post to the ledger with a full sync log behind them.

Sage Business Cloud Connection
Accounting / Sage
Sage Business Cloud Connection

OAuth connection to Sage Business Cloud

Pick which Sage business to post to

Ledger accounts fetched live from Sage

Approved bills and invoices post automatically

Every push and pull written to a sync log

Status
Connected
Last sync
Just now
Workflow
Connect → Configure → Sync → Monitor
Auto / Manual

Example UI preview. Book a demo to see your exact workflow.

How It Works

The connector is API-to-API in both directions. Here is the actual sequence, start to finish:

  1. 1

    Authorise Sage over OAuth

    You sign in at Sage and grant access. Site Samurai never sees or stores your Sage password — only encrypted access and refresh tokens, which you can revoke from Sage at any time.

  2. 2

    Choose which Sage business to post to

    If your Sage account covers more than one business, you pick the one this organisation posts to. Group structures keep each entity pointed at its own ledger.

  3. 3

    Map your ledger accounts

    Site Samurai fetches your chart of accounts live from Sage, so you map labour, materials, plant and subcontractor costs against the account codes that already exist rather than inventing new ones.

  4. 4

    Approve once, post automatically

    When a supplier invoice, CIS subcontractor payment or sales invoice is approved in Site Samurai, it is created in Sage as a native bill or invoice — with the source PDF attached to the record and reverse-charge VAT already resolved.

  5. 5

    Pull draft bills back for matching

    Bills entered directly in Sage can be pulled into Site Samurai and matched against the purchase order and goods received note, so the three-way match happens against real ledger data rather than a parallel spreadsheet.

  6. 6

    Reconcile what has been paid

    Paid status flows back from Sage against the invoices Site Samurai pushed, so the project view of what is still outstanding matches the ledger without anyone checking twice.

Integration Features

Everything you need to connect Sage with your construction workflows.

Official Sage Business Cloud API

A live OAuth connection to Sage Business Cloud Accounting. Documents are created as native Sage objects — there is no CSV export and no import step on your side.

CIS-correct subcontractor payments

The 0%, 20% or 30% deduction recorded against the subcontractor is applied to the payment before it reaches Sage, so the bill posts with the deduction already right.

Domestic reverse charge VAT

Invoices marked domestic reverse charge post to Sage zero-rated with no output VAT, and the invoice PDF carries the customer-accounts-for-VAT wording.

Source documents travel with the bill

The supplier invoice PDF is uploaded to the Sage record as an attachment, so your accountant opens the evidence from inside Sage.

Draft bill import and three-way matching

Draft bills pull from Sage into Site Samurai and match against the purchase order and GRN, so quantity and price disputes surface before payment.

Contact sync

Clients, suppliers and subcontractors are created and updated in Sage from Site Samurai, so you are not maintaining two address books.

Credit notes and corrections

Credit notes and voids are pushed to Sage against the original document rather than left as a manual correction for month-end.

Sync log

Every push and pull is logged with its outcome, so a failed sync is visible and retryable instead of silently missing from the ledger.

Use Cases

Accounts teams

Stop rekeying approved construction invoices into Sage — they arrive as native bills with the PDF attached.

Payroll and CIS teams

Post subcontractor payments with the correct 0%, 20% or 30% deduction already applied and the line-level data ready to reconcile against the CIS300 you file at HMRC.

Quantity surveyors

Raise the application for payment once; the resulting sales invoice reaches Sage without a second entry.

Commercial managers

Match supplier bills against the PO and GRN before they are paid, using bills pulled straight from the ledger.

Finance directors

Close the month against a ledger that already contains project costs, rather than waiting on a spreadsheet handover.

Who It's For

  • UK contractors already running Sage Business Cloud Accounting
  • Firms paying CIS subcontractors who want the deduction right before it reaches the ledger
  • Accounts teams rekeying approved invoices out of a project system into Sage
  • Businesses applying domestic reverse charge VAT on construction supplies
  • Group structures posting to more than one Sage business

Who It's Not For

  • Sage 50 desktop users — the connector is API-only and cannot reach a desktop or ODBC-hosted Sage 50 company file.
  • Sage 200 users — not supported, for the same architectural reason.
  • Anyone expecting Site Samurai to file the CIS300 monthly return. It does not. You still file at HMRC or through your accounting package; we give you clean line-level data to reconcile against it.
  • Anyone expecting a live HMRC lookup at the moment you add a subcontractor. Site Samurai records the verification number and rate HMRC gave you and applies it consistently — it does not call HMRC for you.
  • Teams wanting purchase orders themselves mirrored into Sage. POs drive matching inside Site Samurai and appear as a reference on the bill, but the PO document is not created in Sage.
  • Anyone needing payroll or timesheet hours pushed to Sage — that path exists for Xero only.
  • Organisations wanting Sage and Xero connected at the same time. One accounting connection is active per organisation; you choose Sage or Xero.
FAQ

Frequently Asked Questions

Common questions about the Sage integration.

Sage Business Cloud Accounting only, over the official Sage OAuth API. Sage 50 desktop and Sage 200 are not supported — they use a desktop and ODBC architecture that an API-only connector cannot reach. If your accounts live in Sage 50, this integration is not the right answer for you, and it is worth looking at products built specifically around the Sage 50 ecosystem instead.
No. There is no file anywhere in the flow. Approved documents are created directly in your Sage ledger as native bills and invoices over the Sage API, and draft bills are pulled back the same way. Nobody downloads a file and nobody runs an import in Sage.
Approval is the trigger. Approved supplier invoices post as bills; approved CIS subcontractor payments post as bills with the deduction applied; sales invoices — including those raised from an application for payment — post as invoices. Clients, suppliers and subcontractors are created and updated as Sage contacts, and credit notes and voids are pushed against the original document.
Each subcontractor carries their HMRC verification number and the resulting deduction rate — 0% for gross payment status, 20% verified, or 30% unmatched — stored against the record with the UTR and NI number encrypted. That rate is applied to every payment, and if a subcontractor is re-verified at a different rate the change cascades forward to entries that have not yet been approved. The bill that reaches Sage already carries the correct deduction.
No, and we will not imply otherwise. Site Samurai records the verification number and the 0%, 20% or 30% rate that HMRC returned to you and then applies it consistently to every payment, with a re-verification cascade when a status changes. The verification itself is still something you do through HMRC. This is the honest position: the value is in applying the right rate every time, not in the lookup.
No. You file the CIS300 through HMRC online services or your accounting package. What Site Samurai gives you is clean line-level deduction data — per subcontractor, per payment, per period — so reconciling the return is a check rather than a rebuild.
Invoices flagged as domestic reverse charge post to Sage zero-rated, with no output VAT, and the invoice PDF states that the customer accounts for VAT and that the amount payable excludes it. The connector also handles the case where Sage rejects a standard-rated bill because the supplier is already flagged for reverse charge at the Sage end, rather than leaving the push stuck.
Yes. Draft bills can be imported from Sage into Site Samurai and matched against the purchase order and goods received note for a genuine three-way match. Only draft and outstanding bills are pulled, from a recent window, and CIS subcontractor bills are filtered out so they are not double-counted against the payments Site Samurai already posted.
Yes. After connecting, you select which Sage Business Cloud business this organisation posts to. Group structures keep each entity pointed at its own ledger.
No. One accounting connection is active per organisation, so you choose either Sage or Xero. If different companies in a group use different accounting software, each runs as its own organisation in Site Samurai with its own connection.
Professional, at £199 per month, which also covers purchase orders, GRNs, three-way matching, supplier and sales invoices, estimating, RAMS and API access. Starter is £99 per month and Enterprise is £699. Every plan includes unlimited users — there is no per-seat pricing on any plan — and there is a 14-day free trial.
The failure is recorded against the document with the reason, and every push and pull is written to a sync log. A failed sync stays visible and retryable rather than disappearing, which matters because a bill that silently never reached the ledger is the expensive kind of error.
No. Purchase orders drive approval and three-way matching inside Site Samurai and appear as a reference on the bill that posts to Sage, but the PO document itself is not created in Sage. We would rather say that plainly than let you find out at month-end.

Related Solutions

Applications for Payment

Interim valuations with Construction Act 1996 s.111 pay less notice tracking, and a sales invoice that reaches Sage without a second entry.

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CIS Management

Verification numbers and 0%, 20% or 30% rates recorded per subcontractor and applied to every payment.

Learn more
Supplier Invoices

Approval workflow with three-way PO, GRN and invoice matching before anything reaches the ledger.

Learn more
Purchase Orders

Multi-level approval thresholds and goods received notes with photo evidence.

Learn more

Other Integrations

XeroView all integrations →

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