Sage ERP & Finance Transformation — Powered by AI

Build the infrastructure
for your next chapter.

We help ambitious organisations modernise finance, operations and business-critical processes with Sage X3, Sage Intacct and X3CloudDocs, leveraging AI-led automation to create systems built for scale.

Ambitious Vision · Exceptional People · Successful Outcomes

Ambitious Vision .
Exceptional People .
Successful Outcomes .

Sage Platinum Club Winner

20+ Years Experience

UK&I + North America

First UK Sage X3 Partner

AI Transformation Journey

Mysoft Customer - Global Distribution

Sage X3 · X3CloudDocs · Distribution

Stage 01

Achieved

Operational Foundation

Stage 02

Achieved

Intelligent Automation

Automation coverage

62%

Stage 03

AI-Augmented Finance

Stage 04

Agentic Finance Ops

Next milestone

AI-Augmented Finance

Quarterly AI Optimisation Review

20+

Years open for business

UK’s first Sage X3 partner

500+

Collective years’ Sage experience

Across the whole team

99%

First-response SLA met

Trailing 12 months

125+

Sage customers working with us

Across the world

Solutions

You choose your platform.
We design the transformation.

Sage Intacct

Finance infrastructure designed for the business you are building.

The AI-native cloud finance platform for start-ups, scale-ups & mid-market organisations. Multi-entity consolidation, dimensional reporting, and an open API architecture that integrates your full technology stack.

A core solution to create an AI-ready operational foundation.

Multi-entity

AI-Native

Open API

MCP Ready

Sage X3

Fully customisable. Built for businesses that outgrow simple ERP.

Operational ERP for manufacturing, distribution, and product-based organisations.

Offering businesses with complex requirements an operational foundation in one place: sales & purchasing, BoMs, work orders, supply chain visibility, multi-site, multi-currency.

The operational foundation that provides automation, process and trusted data, which makes AI adoption possible.

Multi-site

Multi-Currency

Fully Customisable

X3CloudDocs

Mysoft IP

The automation foundation that makes AI make sense.

Mysoft-built AP invoice automation, outbound document dispatch, custom approval workflows, document management, and sales-order automation.

Using machine learning and deterministic automation to ensure accurate and cost effective business outcomes.

The top-rated product on the Sage X3 Marketplace.

AP & AR Automation

Document Management

Mysoft Developed

Machine Learning

Cloud-Native

Workflow Automation

Extended by a curated ISV ecosystem across warehousing, logistics, BI, and people.

Explore ecosystem →

Partner ISV ecosystem Netstock · Nectari · Datalinx · Nuvei · WebExpenses and more…

Sage X3 or
Sage Intacct?

The right answer depends on how your business really runs.

Both are powerful Sage systems, but they are built for different types of organisation to meet different challenges.

Mysoft helps you understand whether you need finance-led solutions built around Sage Intacct, or the broader ERP depth of Sage X3 across finance, operations, stock, manufacturing, distribution and supply chain.

Take our short quiz to see which Sage system fits your business best.

The transformation journey

Four stages from operational foundation to agentic finance.

Each stage is a milestone. Each builds on the last.

Most organisations enter at Stage 1 — putting in a core system of record.

Wherever you are, we design the path forward with you.

Stage 1

Operational Foundation

Build the platform your business deserves.

ERP implementation, data governance, and real-time visibility. The foundation on which every subsequent investment is built. Nothing in the later stages is possible without it – you need a system you can trust.

Key Deliverables

Primary Contact

CFO/Finance Director

COO/Operations Director

CTO/IT Director

Entry Trigger

First system, ERP end-of-life, acquisition, compliance event, or growth stall.

Platforms

Sage X3

Sage Intacct

Stage 2

Intelligent Automation

Free your team to work at their highest value.

Reduce or remove the manual transactional layer.

Sage X3 or Sage Intacct automation, X3CloudDocs, and a curated partner ISV ecosystem on a proven, governed foundation.

People focus on analysis and commercial support — not processing transactions.

Key Deliverables

Primary Contact

CFO/Finance Director

COO/Operations Director

CTO/IT Director

Entry Trigger

High manual transaction volume, slow month-end, talent cost pressure

Platforms

X3CloudDocs

iPaaS

ISV Ecosystem

Stage 3

AI-Augmented Finance

Give finance the tools to work at the speed of the business.

Platform AI and ISV intelligence: forecasting, variance commentary, anomaly detection, and operational insight.

People do, AI informs. No “hand off”, but AI starts to accelerate decision making and activity.

Key Deliverables

Primary Contact

CFO/Finance Director

COO/Operations Director

CTO/IT Director

Entry Trigger

Board AI mandate, desire for forward-looking reporting, operational complexity

Platforms

Sage Intacct AI

Sage X3 AI

Phocas

ZAP

Velixo

Nectari

Netstock

Prophix

Stage 4

Agentic Finance Operations

Design the finance function of the next decade.

Governed AI agents handling defined workflows. Finance and operations at scale without proportional headcount growth. Humans in control of exceptions, strategy, and commercial judgement.

Key Deliverables

Primary Contact

CFO/Finance Director

COO/Operations Director

CTO/IT Director

Entry Trigger

Growth targets that cannot be met with current team size, AI strategy maturity

Platforms

Agentic Workflow Engine

Sage Intacct

Sage X3

Most UK organisations are at Stage 1 or 2. Very few have a credible path to Stage 4.

Find your stage →

Not sure which stage you’re at?

Our AI Readiness Assessment takes under five minutes and gives you a maturity stage score, a gap analysis, and a recommended next step.

On-demand demonstration

Sage Intacct

Sage X3

X3CloudDocs

See our solutions in action.

Book a no-obligation consultative-led demo of our solutions.

Why Mysoft

Specialist knowledge, distinct IP, AI best practices, & full technology depth.

With 20+ years of Sage expertise, proprietary integration & automation IP, and a structured AI governance framework, we go further than any other UK Sage partner.

Proprietary ip

The only UK Sage partner with production-ready AI automation IP.

X3CloudDocs — the top-rated Sage X3 Marketplace product is Mysoft-built.

It is the automation foundation that bridges every AI transformation journey we deliver on Sage X3. We also leverage native automation functionality built into Sage X3 and Sage Intacct at every stage of the journey.

#1 Rated Sage X3 Marketplace product

Governance Framework

A structured path to AI that your board can defend.

Our Agentic Finance AI Governance Framework gives finance leaders a four-layer governance model — process, control, intelligence, and agentic workflow.

It makes AI adoption auditable, incremental, and board-defensible. No Sage delivery partner currently matches this depth.

4 Layer governance model

Curated ISV Ecosystem

The integrated technology stack that extends beyond ERP.

A curated partner ecosystem that extends the value of Sage X3 and Sage Intacct across warehousing, manufacturing, logistics, BI, and people. Designed to work together and governed from the outset as part of your solution.

Netstock · Lynq · SEI · Phocas · ZAP BI · Velixo · WebExpenses · Payhawk · Nuvei · Swoop

10+ Certified ISV partners

Institutional Knowledge

Unmatched Knowledge of Sage Systems & Industry Expertise.

With 500+ years of collective Sage experience and 125+ customers using Sage systems, Mysoft brings a depth few partners can match.

Across Sage X3 and Sage Intacct, our specialists understand the finance, operational and technical detail needed to make Sage work harder for every business.

125+ Customers using Sage systems

It's not just about the software.

We are here to build the complete infrastructure your next chapter needs.

Most Sage partners implement software. Mysoft designs solution ecosystems that match customer operating models.

The AI transformation journey & governance approach, our ISV partner ecosystem, unique depth of knowledge, multiple delivery modes, and ongoing optimisation services are where our customers find value in their partnership with Mysoft.

We implement Sage Intacct, Sage X3, and X3CloudDocs to help businesses scale without the friction of traditional systems.

Mysoft has had a very large impact on our business; we now have more report insights than before, and are able to operate in 26 countries. All the data from these 26 countries flows into our system, and we are able to report and have insights on that data as well.

— Head of Group Finance Systems | Ergomed

Customer Transformation Stories

Real businesses.
Measurable outcomes.

Gaming & Hospitality

Having worked with Mysoft for over eight years, their understanding of our financial environment and systems landscape was invaluable. The project was delivered collaboratively, with strong communication both remotely and in person, ensuring no fundamental processes were missed meaning we went live as planned. Their continued support reinforces our confidence in the partnership.

Finance Director

Ambassadeurs Group

Sage Intacct

8 Years

Of delivering success for Ambassadeurs Group

Distribution

Sage X3 is the core of our operation. Mysoft has been instrumental in the success of this project. Sage X3 has enabled us to automate and implement new business processes, and we now have greater visibility of data than ever before. Before Sage X3, reporting was difficult; we still had people printing reports, and the technology was outdated. Sage X3 offered us a scalable, capable solution that we can build our business on.

IT Director

Madison

Sage X3

94%

of transactions are handled automatically without intervention

Manufacturing

Sage X3 was identified as the best ERP for GCT as it provided a rock-solid foundation upon which we can build the precise functionality that we need to address the specifics of our business and address new challenges. In Sage X3, we identified an ERP that would give us a foundational reconfiguration of our business, providing us with the capability to grow and adapt in what is becoming a more complex world.

Head of Operations

GCT

Sage X3

92%

Satisfaction rating from users one year after implementation

Pharmaceutical

We’ve been a customer of Mysoft for over 9 years; the journey has been great. They (Mysoft) helped us implement X3, and we’ve done a few upgrades. Mysoft has been a great support and a valuable partner; we’ve learnt a lot from Mysoft. Mysoft has had a very large impact on our business; we now have more report insights than before, and can operate in 26 countries. All the data from these 26 countries flows into our system.

Head of Group Finance Systems

Ergomed

Sage X3

26

Mysoft solutions helped Ergomed expand to 26 countries

Not Sure Where to Start

Start With the AI Readiness Assessment.

13 questions. Five domains. A clear starting point recommendation — and the roadmap to address it.

Insights

Finance and operations in the AI era.

CFO Strategy

The AI-ready finance function: A CFO readiness guide

Why AI success starts with finance process maturity — not technology. A structured guide for CFOs who have been asked for a credible AI strategy.

12 min read

Strategic Insights

Agentic AI in finance and operations: Reality versus hype

What agentic finance actually means in practice, what governance it requires, and why most organisations are not yet ready — but can be.

8 min read

Operational transformation

Why mid-market firms are building the finance function of 2030

The operational infrastructure, automation foundations, and AI capabilities that allow finance and operations to scale with the business.

10 min read

Sage ERP & Finance Transformation — Powered by AI

20+

500+

99%

125+

You choose your platform.We design the transformation.

Finance infrastructure designed for the business you are building.

Fully customisable. Built for businesses that outgrow simple ERP.

The automation foundation that makes AI make sense.

Sage X3 or Sage Intacct?

The right answer depends on how your business really runs.

Four stages from operational foundation to agentic finance.

Operational Foundation

Intelligent Automation

AI-Augmented Finance

Agentic Finance Operations

See our solutions in action.

Specialist knowledge, distinct IP, AI best practices, & full technology depth.

The only UK Sage partner with production-ready AI automation IP.

A structured path to AI that your board can defend.

The integrated technology stack that extends beyond ERP.

Unmatched Knowledge of Sage Systems & Industry Expertise.

It's not just about the software.

We are here to build the complete infrastructure your next chapter needs.

Real businesses. Measurable outcomes.

8 Years

94%

92%

26

Start With the AI Readiness Assessment.

Finance and operations in the AI era.

The AI-ready finance function: A CFO readiness guide

Agentic AI in finance and operations: Reality versus hype

Why mid-market firms are building the finance function of 2030

Ready to build the infrastructure your next chapter actually needs?

You choose your platform.
We design the transformation.

Sage X3 or
Sage Intacct?

Real businesses.
Measurable outcomes.