Sage Group

Sage Group is a U.K.-based provider of business management software and services, primarily catering to small and medium-sized organizations in the U.S. and Europe. Founded in 1981 and headquartered in Newcastle Upon Tyne, the company offers a comprehensive range of solutions, including accounting, payroll, customer relationship management, and enterprise resource planning. Sage has been transitioning from traditional on-premises software to cloud-connected and cloud-native products, with key offerings such as Sage Accounting for small businesses and Sage Intacct for midsize businesses. The company supports its clients through a global network of local experts, ensuring they receive continuous advice and assistance to address their business challenges and achieve their goals.

Anusha Su

Vice President

Past deals in Accounting

Lockstep

Acquisition in 2022
Lockstep is a financial platform designed to enhance the efficiency of accounting departments by automating interactions with vendors and customers. The platform addresses the challenges of manual data entry, which often leads to errors and inefficiencies in managing accounts receivable and accounts payable. By creating trusted connections between accounting systems, Lockstep enables seamless sharing of accounting data among B2B trading partners. This automation helps to keep financial records synchronized, accelerates payment processes, and improves overall cash flow. Additionally, it allows accounting teams to focus on more strategic tasks, ultimately transforming the way they manage their financial operations.

GoProposal

Acquisition in 2021
GoProposal is a software company that specializes in providing pricing, proposal, and engagement letter solutions for accountants and bookkeepers. Its platform allows users to create consistent and transparent pricing strategies, which helps eliminate scope creep. GoProposal's tools enable the instant generation of proposals and letters of engagement, complete with digital signatures, streamlining the account management process for financial forecasting. By enhancing pricing accuracy and efficiency, GoProposal supports accounting firms in managing their client relationships effectively.

Task Sheriff

Acquisition in 2021
TaskSheriff is an AI-based technology startup that automates financial processes. The company automates the accounting process for small businesses and bookkeepers by using AI and machine learning to accurately capture and integrate key data from financial documents. It eliminates repetitive work and enhances data-driven decision-making in the financial sector. BY utilizing AI, clients decrease repetitive work, increases capacity, and decrease mistakes. The solution is used in multiple languages, with a vast array of documents in all shapes and sizes for different types of customers in the financial sector, helping businesses to become more efficient.

Countingup

Series A in 2021
Countingup is a UK-based company that offers a banking and accounting app specifically designed for sole traders and one-person enterprises. By merging banking and accounting functionalities, Countingup simplifies business management through its innovative software. The platform provides essential services, including a current account, a corporate contactless MasterCard, and automated bookkeeping features such as receipt management and tax calculations. This integration allows users to efficiently handle their financial tasks in one place, enhancing productivity and reducing the complexity traditionally associated with business banking and accounting. With its user-friendly design and automation capabilities, Countingup aims to transform how small businesses manage their financial operations.

Sage Intacct

Acquisition in 2017
Sage Intacct, Inc. is a cloud accounting software company that specializes in financial management solutions for businesses and certified public accounting firms. The company's software suite includes applications for general ledger accounting, accounts payable, order management, accounts receivable, and cash management, among others. Sage Intacct also offers tools for financial reporting, contract and subscription billing, revenue management, and project accounting. Its services extend to professional support, training, and educational resources. The company serves a diverse range of sectors, including healthcare, nonprofits, hospitality, and wholesale distribution, primarily in the North American market. Headquartered in San Jose, California, with additional locations in India and Romania, Sage Intacct has established itself as a leader in customer satisfaction and innovation within the cloud ERP space. The company was founded in 1999 and rebranded from Intacct Corporation in 2017, operating as a subsidiary of The Sage Group plc.

Exact Software

Acquisition in 2014
Exact is a global supplier of cloud business software, founded in 1984 and headquartered in Delft, the Netherlands. Initially focused on financial processes, the company has evolved to offer a comprehensive ERP solution tailored for small and medium enterprises. Exact provides innovative software, including Exact Globe, Exact Synergy, and Exact Online, which supports over 400,000 customers in managing their daily business operations. The company specializes in developing industry-specific on-premise and cloud-based solutions across various sectors, including manufacturing, wholesale and distribution, professional services, and accountancy. Additionally, Exact Software Deutschland offers payroll software and BPO services to approximately 3,400 small and medium-sized businesses in Germany.

Empresa Brasileira de Sistemas

Acquisition in 2012
Empresa Brasileira de Sistemas Ltda. provides accounting, business management and tax software. The company was founded in 1987 and is based in Curitiba, Brazil.

Eurowin Soft

Acquisition in 2008
Eurowin Soft S.L. specializes in developing enterprise resource planning (ERP) software, primarily targeting small and medium-sized enterprises in Spain and Latin America. The company offers a range of sector-specific management solutions, including its flagship product, EUROWIN, which is available in Spanish. Additionally, Eurowin Soft provides EUROWIN ESTANDAR, a multi-user integrated ERP solution that encompasses modules for accounting, procurement, inventory management, and other essential business functions. The company also offers EUROWIN FORMACION and EUROWIN ASESORIAS, which facilitate independent management of multiple companies. Through its comprehensive software offerings, Eurowin Soft aims to enhance operational efficiency for its clients.

UBS Corp. Bhd

Acquisition in 2006
UBS Corp. Bhd desings and develops accounting software. The company offers UBS Accounting software, a suit of software products, including accounting, stock control, payroll, point of sales, time attendance system, assets register, lawyer client's account, billing and disbursement, HR management system, building service and maintenance, and motor service billing.

Logic Control

Acquisition in 2005
Sage Logic Control, S.L. develops and provides ERP solutions and other management software and computer services to small and medium-sized enterprise and law office markets. It operates as a vendor of business management solutions, including accounting, payroll, and industry-specific solutions for accountants.

Symfonia

Acquisition in 2005
Symfonia is an accounting software vendor for SMEs.

CPA Software

Acquisition in 2002
CPA Software, Inc. develops software for accounting and CPA firms. The company also provides customer service, including telephone support, product updates, annual releases, and training center. The company’s products include visual practice management, visual client write-up, visual payroll, visual accounts payable, visual accounts receivable, visual depreciation, visual business tax, visual 1040 tax, visual 1041 tax, and visual file cabinet.

Best Software SB

Acquisition in 2000
Best Software SB, Inc. provides accounting solutions to the small business marketplaces. It offers contact management solutions, including time and billing edition, which provides time entry, billing/invoicing features, accounts receivable management, client contact management, due date tracking, integration with payroll solutions, and reporting capabilities for small accounting offices. Its time and billing edition also provides for integration with other CPASoftware products, as well as the Best Software MAS family of accounting products and Abra human resources for payroll integration.

State of the Art

Acquisition in 1998
State of the Art is a provider of accounting software for small- to mid-sized businesses.
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