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Sage Accounting Integration

Overview

Connect Sage Accounting with K2 GRC to incorporate financial and accounting information into governance, risk, and compliance workflows. Sage Accounting is a cloud-based accounting solution that helps organizations manage financial transactions, customer and supplier contacts, invoicing, and general ledger information. The integration enables K2 GRC to access and manage contact records, sales and purchase invoices, and ledger accounts while monitoring new and updated financial information. Organizations can use these capabilities to support financial control assessments, streamline supplier oversight, improve audit preparation, and connect accounting activity with broader risk and compliance processes.

Top Capabilities

  • Synchronize Sage Accounting contacts with K2 GRC
  • Create, retrieve, update, and delete contact records
  • Access contact people and contact classifications
  • Create and manage sales invoices
  • Create and manage purchase invoices
  • Retrieve and maintain general ledger accounts
  • Access currencies, countries, and address classifications
  • Monitor new and updated accounting records automatically
  • Support supplier oversight and financial compliance workflows
  • Connect accounting information with governance, risk, and compliance processes
Images

Supported Automated Tests

  • Create new contacts
  • Retrieve individual contact records
  • List available contacts
  • Update existing contact information
  • Delete contact records
  • Retrieve individual contact people
  • List contact people
  • Delete contact people
  • Retrieve available contact types
  • Create new sales invoices
  • Retrieve individual sales invoices
  • List available sales invoices
  • Update existing sales invoices
  • Delete sales invoices
  • Create new purchase invoices
  • Retrieve individual purchase invoices
  • List available purchase invoices
  • Update existing purchase invoices
  • Delete purchase invoices
  • Create new general ledger accounts
  • Retrieve individual ledger accounts
  • List available ledger accounts
  • Update existing ledger accounts
  • Retrieve available ledger account types
  • List supported currencies and countries
  • Retrieve available address types
  • Detect new and updated accounting records on a configured schedule
  • Trigger downstream workflows when supported records change
  • Send custom authenticated API requests

Supported Resources

  • Contacts
  • Contact People
  • Contact Types
  • Sales Invoices
  • Purchase Invoices
  • General Ledger Accounts
  • Ledger Account Types
  • Countries
  • Currencies
  • Address Types

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