What We Do

X3CloudDocs

Cloud-based document management solutions for Sage X3

Intelligent Business Automation Solution for Sage X3

Unlock Faster, Smarter Invoice & Sales Order Automation, and Document Management

Top Rated Application On Sage X3 Marketplace

AP automation and authorisations

X3CloudDocs Purchase Invoice Automation (PIA) automates the accounts payable invoice process through a dedicated workflow. The financial record of the invoice is automatically created in Sage X3, with the original document being securely stored in the cloud. Unlike a manual process, X3CloudDocs PIA provides full control, auditability, and traceability. This digital transformation for your finance department provides instant cost savings and incredibly quick ROI.

  • Seamless integration with Sage X3
  • Fully automated
  • Purchase Invoice creation
  • Automatically match
  • Purchase Orders to those in Sage X3
  • Approval workflows for full accountability and removal of human error risks
  • Best-in-class SaaS machine learning technology platform
  • Full audit trail of documents, all stored in the cloud

Discover how Finance departments and Sage X3 users can benefit from accounts payable automation. A solution that creates time for Finance employees to carry out higher level tasks such as analysis and decision making. Uncover instant cost savings and incredibly quick ROI, all in the Cloud! Let robots do robot work!

X3CloudDocs Sales Order Automation (SOA) drives efficiencies in the sales department by automatically processing incoming customer orders, removing the need for rekeying. Utilising a best-in-class enterprise-grade document and image processing engine coupled with AI and machine learning technology, customer orders are seamlessly converted into sales orders in Sage X3 without any manual intervention.`

  • Automatic Sales Order creation in Sage X3
  • Multi-currency
  • Duplicate PO checking
  • TLX and OCR automatically extract relevant order information for processing
  • Automatic notification of order receipts from customers
  • Works with your current Sales Order approval and notification workflows in Sage X3
  • Receive customer orders from a variety of sources (email, drag & drop, folder automation).

X3CloudDocs Electronic Document Management (EDM) is a Document Management System developed for Sage X3 by Sage X3 experts. It is currently the only native DMS solution on the Sage X3 marketplace.
Uncover the cost and time benefits of digitally sending and archiving business documents such as invoices, remittances, or statements, all with minimal impact on your IT infrastructure. The ability to search and sort the data expedites the process of physically finding documents, saving your employees valuable time and simplifying the audit proccess. The Outbound module enables remote working with paperless processes and provides fully traceable document journeys.

  • Intuitive document access
  • Role-based security
  • Built for Sage X3 users by Sage X3 experts
  • Automated email dispatch of business documents such as invoices, remittances, or statements
  • Fully indexed and searchable database, all backed-up via the cloud
  • Digital paper trail enabling cost savings on paper, printing and postage

Your document management Cloud for Sage X3. Uncover the cost and time benefits of digitally sending and archiving business documents, all with minimal impact on your IT infrastructure. A solution that enables remote working with paperless processes, and fully traceable document journeys. Let robots do robot work!

X3CloudDocs Enhanced Email & Notification Automation (ENA) is a framework tool to offer an enhanced email engine for the standard Sage X3 workflow engine, in addition to pre-defined workflow scenarios and email templates. Transform the limited plain-text emails provided by Sage X3 by default into interactive, branded, HTML5 emails. X3CloudDocs Workflow enables businesses to leverage the strong automation functionality available in Sage X3’s existing workflow engine to provide attractive and engaging emails both inside and outside the business, opening up a range of possibilities previously often ignored (such as shipping notifications, email approvals, etc.).

  • Send branded customer facing emails from Sage X3
  • Automatically populate email templates with Sage X3 data
  • Accessible worldwide on any device
  • Enhanced email and authorisation module for Sage X3 standard workflow
  • Approve or reject documents through a simple one-click design, even when off your VPN
  • Remove the need for a Sage X3 licence to make approvals

Arrange a 30-min Discovery
Workshop with a Sage Specialist

Download Webexpenses Brochure

Download Guide on ZAP Standard Analytics for ERPs

Download Zap BI Brochure

Download Intacct Product Borchure

Download Praxedo Brochure

Download Guide on Hidden Causes of Excess Stock

Download Netstock Brochure

Download Datalinx WMS Brochure

Download Prophix Guide

About The Sponsor

Avalara is a global tax compliance software provider helping businesses manage complex indirect tax requirements with greater accuracy and efficiency. Its solutions automate processes such as VAT, sales tax, and e-invoicing, reducing risk and administrative burden. With real-time data and regulatory updates, Avalara enables organisations to scale confidently while staying compliant.

Sessions

Thought Leadership Session

  • Scaling Internationally with Confidence: Navigating Tax and Compliance

Breakout Sessions

  • Managing Global Compliance in Practice: What’s Working for Sage Customers

Meet The Team

Oliver Howorth

Tax Technology Manager

Nick Cooper

Sales Executive

About The Sponsor

Sentis Managed Solutions is a UK-based IT services provider helping organisations maximise the value of their technology infrastructure. It delivers managed services, cybersecurity, cloud and hosting, and project management, ensuring systems remain secure, resilient, and high-performing. With a proactive, customer-focused approach, Sentis supports smooth operations and confident scalability.

Sessions

Thought Leadership Session

  • Data Governance & Cyber Resilience in an ever-changing world

Breakout Sessions

  • From Risk to Resilience: Four Tools to Fast-Track a Safer Business Environment

Meet The Team

Neil Homer

Owner & Co Founder

Amy Farrington

Business Development Manager

Ed Knox

Category Manager

About The Sponsor

Nectari is a global business intelligence and data management provider that delivers real-time insights for smarter decision-making. Its core solution, Sage Enterprise Intelligence (SEI), is fully integrated across the Sage ecosystem, branded as SEI for Sage X3 and Nectari for Sage Intacct, to enhance reporting, dashboards and analytics within each platform.

Sessions

Thought Leadership Session

  • From Dashboards to Decisions:
    How AI Copilots Are Rewiring Business Intelligence

Breakout Sessions

  • AI Copilot In Bi: What’s Working, What’s Not, and What’s Next?

Meet The Team

Christopher Nguyen

Business Development Manager

About The Sponsor

Sage is a global software company, supporting organisations worldwide through solutions such as Sage X3 and Sage Intacct, trusted by companies like yours. Mysoft has been a Sage business partner for over 20 years, providing implementation and ongoing support to customers, alongside specialist solutions that extend Sage platforms.

Sessions

Thought Leadership Session

  • Authentic AI In Sage Copilot

Breakout Sessions

  • Sage X3 Roadmap – Martin James – Cowdray Hall
    • Summary of R1 2026 and Sage X3 Roadmap
  • Sage Intacct Roadmap – Sarah Swift Room
    • Summary of R2 2026 and Sage Intacct Roadmap

Meet The Team

Martin James

Global Product Marketing

Rob Walker

Account Manager

Anna Lasko

Tech Partner Manager

About The Sponsor

X3CloudDocs, developed by Mysoft, is a cloud-based document automation suite for Sage X3. Its modules include Purchase Invoice Automation (PIA), Sales Order Automation (SOA), Electronic Document Management (EDM) & Email & Notification Automation (ENA), helping finance and operations teams reduce manual effort, improve accuracy, and gain better control over document-driven processes.

Sessions

General Talk

  • X3CloudDocs R1 Summary and Roadmap.

Breakout Sessions

  • Breakout One:
    • Smarter Alerts, Faster Action: Pre-Configured ENA Workflows
  • Breakout Two:
    • E-Invoicing Is Here: What It Means for X3 Users

Meet The Team

Brian Martin

R&D
Director

Paul Mincer

Product Manager

Archie Stevens

Software Engineer