Sage Live integration + automation

The Tray Platform offers a full library of pre-built connectors, data helpers, and custom logic operators so you can stand up highly customized Sage Live automation. Business users in finance, revenue, e-commerce, sales, and many other teams across the organization love using our platform to expedite their digital accounting processes. We make it easy for anyone to design automated workflows that save hours of manual work and streamline the bookkeeping process.

Seamlessly flow data for expenses, income, inventory, payroll, and other accounting data anywhere across your tech stack. Since our platform integrates applications at the API level, you can trigger any individual operation from any tool, and connect each operation in any order you need. 

Payroll experts can pay employees faster by creating expense reports in real time on your payroll platform. E-commerce experts can streamline their online storefront by auto-syncing order details, invoices, transactions, and inventory details. Sales administrators can even bi-directionally sync customer data from their CRM and other records to reduce accounting errors. Take your digital accounting to the next level with the Tray Platform.

The Tray Platform is easy enough for business users and powerful enough to support heavy-duty projects for technical users. In fact, our platform manages data jobs that process massive volumes of records daily. With our platform’s elastic, serverless architecture, we scale automatically with your evolving data usage over time.

Now you can stand up sophisticated Sage Live automation and take complete control of your digital accounting. Expedite the quote-to-cash process by dynamically syncing Sage Live with your CRM to flow customer data, including contract details, pricing, and approvals. Or streamline the payroll process by connecting your HRIS and your ERP to auto-update employee details, wages, benefits, and banking information across all your systems. There are unlimited possibilities to what you can integrate and automate with the Tray Platform.

Security experts trust the Tray Platform because of its enterprise-grade security, which includes SOC 2 Type 2 certification and compliance with data privacy regulations such as GDPR, HIPAA, and CCPA.