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Sage X3 ERP For Finance

Comprehensive ERP solution for finance and services industry

Unlocking Potential

Sage X3 ERP Finance Module Overview

The Sage X3 Finance (also known as accounting) module is one of the three main Sage X3 modules alongside the Manufacturing and Distribution packs. Sage X3 Finance provides a solution for companies looking for a business management system without the time and cost of a fully customised solution.

Whilst some organisations need to take the customisable system implementation route, many require a simpler way to take advantage of business management software. This may be due to the size or complexity of an organisation or due to budgetary and time constraints.

By managing your operation through Sage X3 you set to gain:

  • The minimal time needed to implement it works well for businesses with ambitious project timelines.
  • A reduced cost of Sage X3 means that businesses with limited resources can still benefit from the solution’s features.
  • Improved business processes are achieved through standardised business processes built into the system, and implemented by experienced business consultants.
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Benefits of Sage X3

Why Choose Mysoft

Useful Resources

Customer Reviews

Benefits of Sage x3 Finance

Multi-Company, Multi-Site

Multiple sites running on different systems cause data errors and order confusion and make reporting on business performance difficult.

Sage X3 can help by providing:

  • A common frame of reference and management rules
  • Flexible reporting, cross-functional views, scalable operations
  • Monitor performance with role-based KPIs and dashboards

Even within a single company, you can work with multiple transaction currencies and also translate those into reporting currencies based on daily, monthly or average exchange rates. So if you’re in the UK and need to report monthly figures to New York or Paris, then Sage X3 can handle the currency conversions automatically for you.

Comprehensive Finance Suite

Sage X3’s financial management features provide a powerful and efficient framework for handling various accounting needs. The platform supports a general ledger and multi-ledger structure, facilitating comprehensive financial tracking and reporting. It also manages accounts receivable, creditor accounting, and account payment transactions, ensuring smooth financial operations. Cost accounting and budget control are seamlessly integrated, enhancing financial oversight and resource allocation. Sage X3 ensures the reliability of financial information with accurate data, making audits more straightforward. Additionally, the efficiency of financial processes is significantly improved through integrated and automated systems, streamlining operations and reducing manual workload.

Purchasing and Procurement

Sage X3’s purchasing and procurement features offer a comprehensive and efficient solution for managing procurement processes. With quick access to vital information such as products, price lists, discounts, and carriers, users can make informed decisions swiftly. The platform’s versatile accessibility allows inventory counts and details to be viewed from a desktop, tablet, or mobile device, ensuring that essential data is always at hand. Sage X3 also streamlines the creation and management of purchase requests, orders, and contracts, while its budget monitoring and multi-stage signature control features enhance oversight and approval processes. Additionally, the system supports outsourcing, making it a robust tool for optimizing procurement activities and maintaining control over expenditures.

Electronic Document Management
Electronic Document Management (EDM) provides more control over document flow, increases archiving efficiencies, and streamlines document distribution. It eliminates the need for filing, photocopying, printing, and envelope stuffing, immediately providing all documents throughout the company. By adhering to all regulations with secure archiving practices, EDM ensures compliance without the hassle of paperwork, making document management more efficient and effective.
Automated Workflows and Alerts
Sage X3’s automated workflow and notification management allows businesses to respond confidently and rapidly to changing conditions. These workflows are pre-configured based on best practices, ensuring efficient operations from the start. Additionally, they offer flexible rules that can be customized for specific processes or tailored by user, role, or group, providing a personalized and adaptable solution for managing business activities.
Event-Based Triggers

Sage X3’s event-based triggers offer versatile functionality, allowing actions to be initiated based on various conditions such as data changes, data entry, processes, system events (like data export, print, or email), or user actions. This flexibility ensures that the system can respond dynamically to a wide range of scenarios, enhancing operational efficiency and responsiveness.

Personal Dashboards
Sage X3’s personal dashboards give users a real-time, company-wide view of operations, enabling informed decision-making. With role-based KPIs and customizable dashboards, users can monitor performance metrics tailored to their specific needs. The platform allows for the inclusion of pertinent information on individual dashboards, providing a personalized user experience. Furthermore, users can swiftly identify anomalies and access detailed information with a single click, ensuring quick and efficient issue resolution.

Why you should choose Mysoft For your ERP jounrey

Unmatched Sage X3 Expertise

As the first Sage X3 UK partner, with a team of over 50 Sage X3 dedicated professionals who have over 400 years of collective experience we have positioned ourselves as one of the most knowledgeable (if not the most)product & subject matter experts for X3 in the manufacturing industry.

Best in Class Sage X3 Support

At Mysoft we focus on helping your company achieve the highest efficiency and agility possible. Our extensive and diverse experience in understanding ERP allows your business to unlock its full potential using Sage X3. Our expert team combines advanced Sage X3 knowledge with a wealth of real-world business, financial and IT experience.

Our Support team can provide meaningful assistance around the world on all aspects of Sage X3.  For more information, visit our support page.


For Mysoft, our satisfied customers are our best advocates. We recognise that every business is unique and distinct, and we tailor solutions to meet the specific needs of each site. Our focus is operational excellence, from initial scoping and implementation to ongoing development and support. Mysoft’s track record of successful implementations and positive client feedback demonstrates our commitment to providing great outcomes. We hope that our team serves as a trustworthy companion on your ERP journey, ensuring a safe and reliable experience.

Implementation Methodology & Approach

Having been established 20 years ago, and as the first Sage X3 partner in the UK, Mysoft recognises that 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 adopts an customer-centric approach to project delivery. This means that we deploy expert resources in every aspect of your ERP implementation, from project management, support, consultancy, and R&D teams.

Development Capabilities & Suite of Plug-Ins & Solutions

Over the two decades of operation, Mysoft has grown and honed our internal development capabilities.

Our team have developed over 10 ‘ready-to-use’ Plug-Ins, and brought the X3CloudDocs automation solution to market.  X3CloudDocs is the top listed solution on the Sage X3 marketplace.  We regularly carry out bespoke development work for clients, using our structured approach to deliver effectively to a very high standard.

A recurring theme in testimonials we receive relates to the development capabilities and timeframes that Mysoft has been able to provide customers. When choosing Mysoft, you are truly choosing a development powerhouse and can be assured that you are getting the best in the industry.

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Frequently Asked questions

What are the costs associated with implementing Sage X3 Finance

Answering this question is not as simple as it seems. The implementation cost of Sage X3 is similar to asking how much buying a house costs, it depends on many factors. Sage X3 license often forms a part of the overall cost of your ERP implementation journey.

The cost of implementation varies greatly from company to company depending on their requirement and situation. The cost is based on:

  1. Sage X3 modules you are looking to implement
  2. Added features and automation you are looking to add to core Sage X3
  3. Integrations you require with other systems
  4. Number of legislations that your business needs to implement.
  5. Deployment option your business requires and/or desires

and much more.

We have integrated two calculators on our website based on our implementation methodology to give you an estimate of cost. View our calculators to understand a rough idea of how much Sage X3 implementation can cost your company.


However, Mysoft offers shorter and lower-cost implementations of Sage X3 that provide a standardised single-entity accounting functionality. Sage X3 Finance is a pre-templated version of Sage X3’s ERP accounting functionality; providing users with the sophisticated features that X3 has to offer around finance, without the project complexity of bespoke modifications and customised functionality.

Mysoft’s pre-templated finance solution offers features such as:

  • Access to sophisticated multi-currency operations
  • Detailed transactional analysis through the use of dimensions
  • Project accounting
  • Bank file importing and account reconciliation
  • Payment runs and payment file creation
  • MTD compliant VAT configuration.
How secure is Sage X3 for storing sensitive data?

As a wholesaler or distributor, your business can be exposed to confidential information and/or trade secrets. Sage X3 offers robust security features to ensure the safe storage of sensitive data.

Role-Based Security: Sage X3 employs role-based access control, allowing administrators to define roles and permissions for each user. This ensures that only authorised personnel can access sensitive data.

  1. Data Encryption: All data stored in Sage X3 can be encrypted, protecting it from unauthorised access even if someone gains access to the underlying database.

  2. Audit Trails: Sage X3 maintains detailed audit trails, recording all user actions within the system. This provides visibility into who accessed what data and when, helping to detect and prevent unauthorised activities.

  3. User Authentication: The system supports strong user authentication methods, including password policies, multi-factor authentication, and integration with LDAP or Active Directory for centralised user management.

  4. Data Masking: Sage X3 can mask sensitive data fields to prevent unauthorised users from viewing or accessing certain information, especially in non-production environments.

  5. Secure Data Transmission: When data is transmitted between Sage X3 and external systems, it is encrypted using industry-standard protocols like SSL/TLS, ensuring data integrity and confidentiality.

  6. Compliance: Sage X3 is designed to help businesses comply with various data protection regulations such as GDPR, HIPAA, and SOX. The system provides features to assist with data privacy and compliance reporting.

  7. Regular Security Updates: Sage regularly releases security updates and patches to address any vulnerabilities and enhance the overall security of the system. It’s essential to keep the system up-to-date to mitigate security risks.

  8. Data Backups and Disaster Recovery: Sage X3 supports regular backups of data, which can be stored securely off-site. Additionally, the system can be configured for disaster recovery to ensure data availability in case of system failures or disasters.

  9. Security Audits and Assessments: Sage X3 undergoes regular security audits and assessments to identify and address potential security weaknesses. This ensures that the system meets industry best practices for security.

By implementing these security measures, Sage X3 provides a robust framework for safeguarding sensitive manufacturing data against unauthorised access, breaches, and other security threats.

Is Sage X3 cloud-based or on-premise?

Sage X3 offers both cloud-based and on-premise deployment options.

With cloud-based deployments, users can choose to host it in a private cloud environment or a private area in a public cloud environment.


Mysoft have the expertise and capability to guide you through the selection process to deploy X3 in the way that is right for your business.   We also work with a number of hosting providers to ensure our customers have options to support domestic and global operations. 

Is Sage X3 mobile-friendly?

Yes, Sage X3 offers a user-friendly interface which is mobile-friendly, allowing your personnel to work across a number of devices and access up-to-date information as long as they are connected to the internet.

Hear From Our Customers

Customer success is at the heart of Mysoft’s mission and we take pride in every project we deliver.

Left Right

Mysoft were transparent, supportive, and helpful. The project was straightforward and smooth.

Nottingham Venues – Financial Controller
Left Right

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.

Madison – IT Director
Left Right

We’ve received excellent support from Mysoft for our Sage X3 system.  They are quick to respond and resolve issues; and draw-in resources from their wider business to assist where necessary.

TIMCo – IT Director
Left Right

The Mysoft team have always been really friendly and clearly hard-working, seen through all the days they were willing to come all the way to Wales to see us! It was due to the people at Mysoft that we committed to the contract with them.

Burns Pet Food – Project Manager
Left Right

As our business has grown so have the expectations of our customers and suppliers. Sage X3 has allowed us to meet the demands of our trading partners by providing us with a powerful, yet easy to use set of tools.

RH Amar – IT Director

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