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 technology company that aims to enhance the efficiency of accounting departments by automating the management of accounts receivable and accounts payable. The company's platform revolutionizes the way accounting teams interact with vendors and customers by establishing direct connections between their accounting systems, eliminating the need for manual data entry from emails and paper documents. This innovation not only reduces errors and accelerates cash flow but also allows staff to concentrate on higher-value tasks. By streamlining the sharing of accounting data among business partners, Lockstep facilitates timely and accurate bookkeeping, ultimately improving financial performance for its clients.

Futrli

Acquisition in 2022
Futrli Ltd is a technology company that specializes in developing a cloud-based platform focused on financial forecasting and reporting. Established in 2011 and headquartered in Brighton, United Kingdom, Futrli offers a comprehensive suite of tools that includes cash flow forecasting, business planning, budgeting, scenario modeling, and performance dashboards. The platform enables small to medium-sized enterprises (SMEs) to monitor their financial health in real time, allowing them to make informed decisions and optimize their operations. Additionally, Futrli supports over 40,000 businesses and 1,000 accountants across 130 countries, providing them with resources such as business reporting and alerts, and professional development through its CPD-accredited Advisory Certification course aimed at accountants. The company's mission is to empower the small business economy, giving them the capability to improve productivity and efficiency through effective financial management solutions.

Brightpearl

Acquisition in 2021
Brightpearl is a cloud-based retail management platform designed specifically for e-commerce, multichannel retail brands, and wholesalers. The company offers an integrated solution that combines order management, inventory control, customer data, accounting, and reporting in a single system. Its platform automates back-office operations, allowing retailers to efficiently manage their sales and supply chain functions across both online and offline channels. Brightpearl's focus on the retail sector enables it to deliver solutions in half the time of traditional enterprise resource planning systems. By providing real-time accounting and comprehensive inventory management, Brightpearl facilitates seamless operations for today's omnichannel brands, enhancing their ability to serve customers effectively.

GoProposal

Acquisition in 2021
GoProposal is a software company that specializes in providing pricing, proposal, and engagement letter solutions tailored for accountants and bookkeepers. The platform is designed to help firms establish a consistent and transparent pricing strategy, thereby minimizing the risk of scope creep. GoProposal's tools enable users to generate instant proposals, automatically create letters of engagement, and facilitate digital signatures. By streamlining these processes, the company supports accounting firms in their financial forecasting and account management, enhancing efficiency and clarity in their operations.

Bench

Series C in 2021
Bench Accounting Inc. is a fintech company based in Vancouver, Canada, that specializes in providing online bookkeeping services for small businesses. Founded in 2012, the company combines intuitive software with a dedicated team of professional bookkeepers to automate accounting tasks, allowing clients to manage their finances more efficiently. Bench offers a range of services, including monthly financial statements, year-end financials, and year-round tax support, ensuring that business owners have access to comprehensive financial reporting and expert assistance. With a focus on affordability and convenience, Bench aims to streamline the bookkeeping process, empowering clients to concentrate on growing their businesses. The company has raised significant funding to support its operations and currently employs a workforce dedicated to serving thousands of clients across Canada.

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 provider of integrated banking and accounting software for small businesses, especially sole traders. The platform merges banking and accounting into one solution, allowing users to manage finances, bookkeeping, tax, and related tasks within a single app. It is designed to automate routine financial processes with AI-enabled technology, helping businesses run more efficiently without switching between separate tools.

Brightpearl

Series C in 2020
Brightpearl is a cloud-based retail management platform designed specifically for e-commerce, multichannel retail brands, and wholesalers. The company offers an integrated solution that combines order management, inventory control, customer data, accounting, and reporting in a single system. Its platform automates back-office operations, allowing retailers to efficiently manage their sales and supply chain functions across both online and offline channels. Brightpearl's focus on the retail sector enables it to deliver solutions in half the time of traditional enterprise resource planning systems. By providing real-time accounting and comprehensive inventory management, Brightpearl facilitates seamless operations for today's omnichannel brands, enhancing their ability to serve customers effectively.

Sage Intacct

Acquisition in 2017
Sage Intacct is a cloud-based financial management software company that provides cloud ERP and accounting solutions for businesses and professional services firms. The platform covers general ledger, accounts payable and receivable, purchasing, order management, cash management, fixed assets, inventory, time and expense, contract and subscription billing, contract revenue management, multi-entity and global consolidations, project accounting, and tax management, along with reporting, dashboards, a digital board book, and collaboration tools. It also offers vendor payments and professional services, training, and support. The company serves a broad mix of industries—accounting, financial services, franchises, healthcare, hospitality, nonprofits, software/SaaS, and wholesale distribution—with customers in North America and a channel partner network. Founded in 1999 and headquartered in San Jose, California, Sage Intacct focuses on cloud-first financial software designed to drive efficiency and actionable insights for scale-up and enterprise customers.

Empresa Brasileira de Sistemas

Acquisition in 2012
Empresa Brasileira de Sistemas Ltda., founded in 1987 and based in Curitiba, Brazil, specializes in developing financial software solutions. The company offers a range of integrated services, including accounting software, business management tools, and tax software. Its products are designed to meet the needs of businesses by providing practical and efficient solutions for financial management.

Folhamatic

Acquisition in 2012
Folhamatic Group specializes in developing integrated software solutions aimed at streamlining accounting and business management processes. Its offerings include Folhamatic Payroll, which automates personnel management tasks and electronic documentation; Folhamatic Electronic Point Control, designed to integrate with payroll systems for efficient decision-making; and the Folhamatic Accounting system, which provides insightful management reports and visual data representations of company activities. Additionally, the company offers Folhamatic Written Tax, a solution that enhances the efficiency of tax departments. Overall, Folhamatic's software solutions are tailored to improve billing, payroll processing, invoicing, electronic invoicing, and tax filing, thereby supporting businesses in managing their financial operations effectively.

Eurowin Soft

Acquisition in 2008
Eurowin Soft S.L. is a Spanish company specializing in the development of enterprise resource planning (ERP) software tailored for small and medium-sized enterprises in Spain and Latin America. The company offers a range of sectoral management solutions, including its flagship product, EUROWIN, which is designed in the Spanish language. Additionally, it provides EUROWIN ESTANDAR, a multi-user integrated ERP solution that features modules for accounting, procurement, inventory management, and mortgage management. The company also offers EUROWIN FORMACION and EUROWIN ASESORIAS, which enable efficient management of multiple companies independently. Through these solutions, Eurowin Soft aims to enhance operational efficiency and streamline business processes 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.

Contractor Anywhere

Acquisition in 2006
Contractor Anywhere specializes in the development and provision of integrated enterprise construction management and service management software solutions. Utilizing advanced Microsoft technologies, the company offers a comprehensive suite of software that includes construction accounting, project management, and service dispatch functionalities. Designed for contractors of all sizes, Contractor Anywhere's software empowers building and service contractors to enhance their business processes and profitability while minimizing the need for substantial capital investments in information technology.

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.

ACCPAC

Acquisition in 2004
ACCPAC is a global provider of comprehensive business management applications specifically designed for small and midsize businesses. The company offers a suite of accounting applications that serve as the core of its product line, supplemented by solutions in customer relationship management, electronic commerce, human resource management, warehouse management, and business-to-business transaction exchanges. ACCPAC's software is tailored to enhance the competitive advantage of its clients by automating workflows and offering customizable, cost-efficient, and adaptable enterprise resource planning solutions that integrate finance, CRM, and operational needs.

Timberline Software

Acquisition in 2003
Timberline Software specializes in providing integrated financial and operational software solutions tailored to the construction and real estate industries.

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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