Sage X3

Built for Businesses That Outgrow Simple ERP.

AI-enabled, operational ERP for manufacturing and distribution organisations, and/or organisations with multi-currency/legislation requirements. Sage X3 with its class-leading embedded AI features will give your organisation rapid ROI, and can be customised further to fit your exact requirements and workflows.

Sage Platinum Club Winner

20+ Years Experience

UK&I + North America

First UK Sage X3 Partner

Platform Capabilities

Operational ERP designed to perform.

Manufacturing

Manufacturing

Production orders, BOM management, routings, quality control, and capacity planning for manufacturing businesses.

Distribution

Distribution

Purchase orders, sales orders, and multi-site stock management with real-time visibility across all locations.

Food and Beverage

Food and Beverage

FEFO stock management, batch and lot traceability, allergen management, recipe management, and compliance documentation.

Multi-Site and Multi-Currency

Multi-site, multi-currency, multi-legislation. Designed for businesses with complex operational footprints across geographies.

Sales Intelligence Agent

Proactive alerts on overdue orders, delayed shipments, and declining customer demand before they become customer issues.

Supply Chain 360

Real-time visibility from purchase order creation through to delivery. Supply chain intelligence from the 2026 R1 release.

75%

Of orders automated

7,000+

Organisations trusting Sage X3 globally

250%

ROI in under three years

99.4%

Weighted Support Score for Distribution and Manufacturing Processes

80+

Scale confidently across over 80 markets

Use Cases by Sector

X3 configured for your operations.

Sage X3 is built for operational complexity. The platform is configured differently for each sector’s production, procurement, and compliance requirements.

 

Bill of Materials & Routing

Multi-level BOM management with version control and engineering change management. Production routings linked directly to cost centres, labour grades, and machine rates.

Production Planning

MRP and capacity planning integrated with demand forecasting and stock policy rules. Production orders linked to customer demand, with real-time material availability checking.

Manufacturing Cost Control

Standard costing, actual costing, and variance analysis built in. Real-time cost of goods manufactured reporting; without waiting for month-end finance to close the books.

Quality Management

Quality control workflows integrated into the production and goods-receiving process. Non-conformance tracking, quarantine management, and supplier quality scoring.

Order-to-Cash Automation

Customer order management through to invoice and cash allocation, with automated credit checking, pricing rules, and fulfilment workflows that remove manual touchpoints.

Multi-Site Stock Management

Real-time inventory visibility across multiple warehouses, bonded stores, and distribution points. Stock transfers, replenishment rules, and landed cost calculations managed automatically.

Supplier Management

Purchase-to-pay automation with three-way matching, supplier scorecards, and contract compliance monitoring. AP automation extended further with X3CloudDocs document intelligence.

Margin Analysis by Product & Channel

Gross margin by product line, customer, channel, and geography — with full cost allocation including freight, duty, and rebates. Profitability reporting the business can act on.

Lot Traceability & Recall

Full forward and backward lot traceability from raw material receipt through to customer delivery. Recall simulation and recall execution are managed within X3, with the audit trail required by the BRC and FSSC standards.

Best-Before & Use-By Management

Automated FEFO stock rotation with configurable shelf-life policies by customer and product. Expiry date warning workflows that prevent aged stock reaching despatch.

Recipe & Specification Management

Recipe management with version control, allergen flagging, and nutritional calculation. Specification changes automatically trigger affected BOM and routing updates.

Retailer Compliance

Retailer trading terms, promotional pricing, and artwork approval workflows managed within X3. EDI integration with major UK and European retailers for automated order processing.

Formula & Recipe Management

Manage complex formulations, versions, substitutions, and ingredient quantities with better control across production.

Batch Tracking & Traceability

Track raw materials, batches, lots, and finished goods from receipt through production and delivery.

Quality Control & Compliance

Support inspections, testing, audit trails, certificates of analysis, SDS documentation, and regulatory requirements.

Inventory, Shelf Life & Hazardous Materials

Control stock levels, expiry dates, storage requirements, and hazardous materials handling across sites.

Project Accounting

Project cost and revenue management integrated with the operational ERP. Budgets, actuals, and forecasts managed at project level, with resource cost allocation that reflects actual delivery costs.

Resource Planning

Capacity planning and resource scheduling linked to project demand. Utilisation reporting and forward-looking capacity analysis without spreadsheet modelling.

Contract & Retainer Billing

Milestone billing, time-and-materials billing, and retainer management, all configured to your specific commercial models. Revenue recognition aligned to delivery.

Service Profitability Reporting

Profitability by client, project, service line, and team — with the ability to drill from group-level performance to individual project level without leaving the platform.

on demand demonstration

See our solution in action.

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

Platform Overview

Operations and finance. One integrated platform.

Sage X3 is the full ERP for manufacturers, distributors, and multi-site/multi-currency/legislation operations. Finance, supply chain, production, and purchasing are managed as a single integrated system.

Extended by X3CloudDocs, Mysoft’s proprietary AI automation product, from day one. Implemented with the Agentic Finance Governance Framework to ensure every automation is governed, auditable, and ready for the next stage of AI maturity.

The UK's First Sage X3 Partner

20 Years of Sage X3 expertise.
500+ Years of combined team experience.

Mysoft has been implementing Sage X3 since before any UK ERP consultancies had heard of it. With 50+ in-house Sage specialists and over 500 years of combined Sage X3 experience, Mysoft offers a depth of Sage X3 knowledge no UK competitor can match.

20+

Years as a Sage X3 partner

50+

In-house X3 specialists

500+

Years combined experience
Mysoft Proprietary IP

X3CloudDocs bridges the gap between being AI-ready and using intelligent automation.

X3CloudDocs, the top-rated Sage X3 Marketplace product, activates AP automation, sales order automation, document management, and email notification automation directly within Sage X3.

No middleware. No separate vendor relationship. Built and maintained exclusively by Mysoft.

The Mysoft Approach

Sage X3 implementation from Stage 1 to Stage 4.

01

Business operations review.

Structured discovery: establishing your AI readiness baseline and mapping Stage 2 automation candidates. The scope document that drives Stage 1 implementation.

02

Stage 1 — Configured for AI readiness.

Dimensional chart of accounts, multi-entity consolidation architecture, tiered approval workflows, CFO dashboards, and bank reconciliation. Governance Configuration Record delivered at go-live.

03

Stage 2 — Automation layer.

Native automation, Cash Intelligence, and intelligent GL.

04

Stage 3 and Stage 4 — AI and agentic finance.

 Sage Copilot, Finance Intelligence Agent and more.

Mysoft is a Platinum Sage X3 implementation partner with dedicated UK and North America delivery capability.

 
Release Hub

Discover what’s new in Sage X3.

Explore Sage X3 release updates, with clear summaries of new features, improvements and what they mean for your business.

Sage AI for X3

AI capabilities embedded and native, not bolted on.

Sage Copilot has been embedded in Sage X3 since June 2025, bringing natural language interaction to operational data. The Sales Intelligence Agent and supply chain intelligence have been available since the February 2026 release.

Sage Copilot for X3

Natural language queries and conversational data interaction across your operational ERP. Ask questions of your production, inventory, and financial data in plain language.

Available from June 2025. Source: Sage X3 Copilot press release.

Sales intelligence agent

Proactively surfaces overdue orders, delayed shipments, and customer demand changes before they become issues. Real-time operational intelligence for sales and operations teams.

Supply Chain 360

Real-time visibility from purchase order creation through to delivery. Supply chain intelligence across suppliers, logistics, and customer fulfilment.

AI-Powered AP automation

Expanded AI-driven document capture, classification, and vendor matching for accounts payable. Reduces manual invoice processing in manufacturing environments.

Healthcheck

How healthy are the systems running your business?

Answer honestly about the areas you run. In a few minutes you will have a straight read on where your systems carry the business, and where they quietly take capacity out of it.
ERP healthcheck How healthy are your systems? Eight questions on the functions…
ERP healthcheck
How healthy are your systems?
Eight questions on the functions you actually run.
Live sample
0
Health
Finance
Distribution
Manufacturing
Sales & CRM
Purchasing
Projects
Finance
0
Distribution
0
Manufacturing
0
Case for change
Strong
Delivery Methodology

Our Sage X3 implementation methods.

Implementing an ERP system is never the same twice; every business is different and needs an approach that respects that and works with the business, not against it. Mysoft has two types of approaches to implementing Sage X3: a “standard” delivery and an “extended scope” delivery. Both approaches deliver amazing results, but normally one is more suitable than the other. Depending on where you are coming from, what you want to bring with you, and how fast you want to go live will help dictate your choice.

Standard delivery | Kickstart

Standard delivery | Kickstart

This is an “off-the-shelf” solution, pre-configured with industry best-practice settings and ready to get going quickly. This approach works fantastically for businesses that may not have established formal business processes, are looking for a more efficient and streamlined approach to business, or simply a return to a more refined business management solution. 

Best for:

  • Rapidly growing businesses requiring quick implementation
  • Organisations without large IT teams
  • Looking to adopt industry best practice
Extended delivery | Blueprint

Extended delivery | Blueprint

This takes the “off-the-shelf” solution as a starting point and allows you to dive into the details in every area, allowing for more extensive configuration and a solution that more closely matches what your business looks like today. 

Most suited to:

  • Mature, process-driven businesses
  • Extensive line-of-business integrations
  • Bespoke software requirements
Sectors Served

Sage X3 by industry.

Manufacturing & Distribution

Manufacturing & Distribution

Production orders, BOM, multi-site inventory, supply chain visibility, and AI-driven operational intelligence.

Food & Beverage

Food & Beverage

Inventory control, warehouse management, order fulfilment, supplier management, demand planning, and multi-site supply chain visibility.

Pharmaceutical & Chemical

Pharmaceutical & Chemical

Formula management, batch traceability, quality control, SDS compliance, hazardous stock handling, and shelf-life management for chemical businesses.

Complex Multinational Finance

Complex Multinational Finance

Multi-entity consolidation, localisation and legislation packs, intercompany accounting, global tax compliance, and multi-currency financial management.

Localisation & Legislation

Take Sage X3 into new territories with confidence.

Support international growth with localisation and legislation packs designed around each country’s tax, reporting, accounting and compliance requirements. Mysoft helps businesses roll out Sage X3 across multiple entities, regions and currencies while maintaining a consistent global operating model.
UK Hello
US Howdy
FR Bonjour
PT Olá
DE Hallo
CH Grüezi
RO Bună
HU Szia
NL Hoi
ES Hola
IT Ciao
CN 你好
JP こんにちは
AE مرحبا
MY Selamat sejahtera
ZA Sawubona
IE Dia dhuit
BR Oi
SE Hej
IN Namaste
PL Cześć
SA أهلا وسهلا
AT Servus
AU G’day
BH مرحبا
BE Hallo
CA Hello / Bonjour
DK Hej
AR Hola
CZ Ahoj
SG Hello lah
SK Ahoj
ISV Ecosystem for Sage X3

Extended by a curated partner ecosystem.

Avalara
Category: AP & AR Automation

Avalara

Automated tax compliance for Sage X3 and Sage Intacct. Avalara helps businesses calculate tax accurately, manage changing compliance requirements and reduce manual admin across sales, purchasing and finance, giving teams greater confidence in their tax processes.
Compatible: X3, Intacct
Stage: 2+
Swoop
Category: Finance

Swoop

Business funding support for Sage Intacct and Sage X3 customers. Swoop helps organisations explore loans, grants and other finance options, making it easier to access funding for growth, investment and working capital while keeping finance teams focused on the bigger picture.
Compatible: X3, Intacct
Stage: 1+
Phocas
Category: BI & Reporting

Phocas

Business intelligence and financial reporting for Sage X3 and Sage Intacct. Phocas helps organisations turn financial, sales, inventory and operational data into clear dashboards, reports and analysis, giving teams better visibility, faster insight and stronger control.
Compatible: X3, Intacct
Stage: 2+
Zap Business Intelligence
Category: BI & Reporting

Zap Business Intelligence

Purpose-built BI for Sage X3 and Sage Intacct. ZAP helps organisations connect financial, inventory, sales and production data through pre-built models, giving teams faster access to self-service analytics, clearer reporting and better business insight.
Compatible: X3
Stage: 1+
Praxedo
Category: Shipping & Logistics

Praxedo

Field service management for Sage X3 customers. Praxedo helps businesses schedule work, manage mobile teams and capture job information more efficiently, improving visibility, control and service delivery across field operations from planning through to completion.
Compatible: X3
Stage: 2+
ModernLogic
Category: BI & Reporting

ModernLogic

Automation and integration support for Sage X3 customers. ModernLogic helps businesses connect systems, streamline processes and reduce manual work across finance and operations, improving data flow while supporting more efficient day-to-day processes.
Compatible: X3
Stage: 1+
Sage X3 Pricing

How much does Sage X3 cost?​

Every Sage X3 project is shaped around your business. Licensing, users, modules, entities, hosting, implementation, integrations and support can all influence the final cost. Use our Sage X3 cost calculator to get a clearer estimate based on your requirements.

Sage X3 Implementation
Investment Estimator
Indicative range · UK mid-market
Est. total
£0
 
Finance & Accounting
£18k
Manufacturing & MRP
£16k
Inventory & Warehousing
£14k
Reporting & BI
£12k
Customer Transformation Stories

Real businesses.
Measurable outcomes.

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  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 are able to operate in 26 countries. All the data from these countries flows into our system.

Head of Group Finance Systems
Ergomed
Sage X3

26

Mysoft solutions helped Ergomed expand to 26 countries 

Frequently Asked Questions

Your questions.
Mysoft's expertise.

Sage X3 is a powerful enterprise resource planning system designed for growing and established businesses that need greater control across finance, supply chain, manufacturing, distribution and operations. It brings core business processes into one connected platform, giving teams real-time visibility, stronger reporting, better compliance control and the flexibility to manage more complex business requirements.

Yes. Sage X3 can be deployed in the cloud, giving businesses secure access to their ERP system without relying on traditional on-premise infrastructure. It also supports flexible deployment options, including Sage managed cloud, private cloud and on-premise environments, depending on your organisation’s IT strategy, security requirements and operational needs. In short, Sage X3 is cloud-ready, but not limited to one deployment model.

The cost of Sage X3 depends on your business requirements. Pricing is usually shaped by factors such as the number of users, required modules, company entities, countries, currencies, deployment model, integrations, data migration, implementation scope, training and ongoing support. Because every Sage X3 project is different, the best way to get an accurate figure is to use a Sage X3 cost calculator or speak to a specialist for a tailored estimate.

Ready to See Sage X3 in Action?

Book a tailored Sage X3 demonstration.

Scoped to your sector and stage of evaluation with a Mysoft Sage X3 specialist.

 
 
Your Challenges

Growth Bottleneck

When your back office can't keep pace

AI Mandate

Board has asked for a credible AI strategy

Scale Ambition

Infrastructure for 2X, 3X+ growth

Compliance Event

Acquisition, audit, or regulatory change

Who we serve

CFO & Finance Director

AI strategy, close cycle, scalable infrastructure

COO & Operations Director

Integrated operational ERP and supply chain

CTO & IT Director

Architecture, integration, security, and TCO

CEO & Board

Investment case, governance, strategic finance

AI Transformation Stages

The Journey - Overview

How we take you from stage 1 to stage 4

Stage 1 — Operational Foundation

Building the platform your business deserves

Stage 2 — Intelligent Automation

Remove the manual transactional layer

Stage 3 — AI Augmented Finance

Intelligence at the speed of the business

Stage 4 — Agentic Finance Governance

Finance at scale without headcount growth

Frameworks & Tools

Agentic Finance Governence

Board-defensible AI governance

Finance Operations Review

Structured discovery process

ISV Partner Ecosystem

Netstock, Nectari, Avalara and more

Platforms

Compare Platforms

Sage Intacct vs Sage X3, find your fit

Sage Intacct

AI-enabled, cloud-native finance solution

Sage X3

AI-driven, scalable, comprehensive ERP

X3CloudDocs

AI document and workflow automation

Full Ecosystem

Netstock, Nectari, Avalara and more

Release Hub

Information on each release of our platforms

Services

Sage X3 Implementation

Structured delivery for successful implementation

Support Services

Expert support that keeps you moving

Localisation & Legislation

Local compliance for global operations

Upgrade to Sage X3 or Intacct

Looking to upgrade your ERP or FMS to Sage?

Sectors

Manufacturing & Distribution

Solutions for complex operations

Food & Beverage

FEFO, traceability, compliance, and scalability

Chemical & Pharmaceutical

Formula management, regulatory and quality control

Professional Services

Project accounting, revenue recognition

SaaS & Subscription Business

Subscription billing, revenue recognition

Financial Services

Multi-entity, regulated environments

Charities & Not-for-Profit

Fund accounting, SORP compliance

Content

Content Hub

Selection of blogs and content

Video Hub

Selection of Mysoft & Sage videos

Events & Webinars

Events, roundtables & webinars

Whitepapers & Guides

In-depth PDF DLCs

Demo Hub

On-demand demos

Bootcamps & Insights

AI Bootcamp

AI in plain English for finance

ERP Bootcamp

ERP selection and implementation

FMS Bootcamp

Financial management systems

Cloud Migration Bootcamp

Moving your ERP to the cloud

Strategic Insights

Agentic AI. Reality versus hype

In Focus & Resources

SaaS & Technology Finance

In-focus, ARR, revenue recognition

Master Data Management

In focus, the AI data foundation

AI ready finance guide

Free download asset

ERP Selection Framework

Six stage evaluation process

CFO Strategy

Finance as a growth enabler

Operational Transformation

AI in AP, AR and beyond

Who we are

Our Story

Over 20 years, first Sage X3 partner

Meet the Team

50+ in-house Sage experts

Careers

Join Mysoft

Refer an Organisation to Mysoft

Know any company that might benefit from our services?

Contact us

Start a conversation with our team

Credentials

Sage Tech Partner & Platinum Club

Only UK Tech & Business partner with the highest partner tier badge

Community & Giving Back

Supporting local initiatives