Sage integration for ANNA

4 May, 2022 · 5 min read

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We’ve got great news for Sage users — you can now automatically import all your transactions from your ANNA account into Sage. And it only takes a minute to set up.

Open a business account with ANNA and get your taxes sorted

With ANNA you get a debit card, automated bookkeeping, a personal payment link, up to 40% cashback and 24/7 customer support

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Setting up Sage integration

Setting up Sage integration

How to set up Sage integration

Log into Sage Business Cloud (formerly known as SageOne) online
Go to the ‘Banking’ tab
In the ‘Bank Account’ section select ‘Actions’ and then ‘Connect to Bank’
Then type ‘ANNA’ into the search field and continue with the verification requirements
When you see a QR code, scan it with your phone and it will open the ANNA app for you

Then all you need to do is approve the terms of integration (that just means the information you share with Sage) and authorise the connection to your Sage account.

Once you’re done, you should see your ANNA transactions in Sage within 10 to 15 minutes.

You don’t need to do anything else – from now on, all future transactions from your ANNA account will automatically appear in Sage.

Any questions? Just ask us in the app. We’re here to help 24/7.