Integrate Sage with Aptly

Aptly + Sage

Overview

Aptly integrates with Sage enterprise applications to automate and enforce Delegation of Authority (DoA) across financial, procurement, and operational workflows. Whether you’re using Sage Intacct, Sage X3, or another Sage ERP solution, Aptly ensures that approval limits, signatory permissions, and delegation policies defined in Aptly are reflected within Sage’s business processes — reducing manual effort, improving compliance, and maintaining a single source of truth for authority governance.

Key Capabilities

Authority and Approval Synchronization
Aptly synchronizes delegated approval limits, roles, and authority thresholds into Sage ERP financial workflows. This ensures that transactions, purchase orders, budget approvals, and vendor payments in Sage follow the current governance rules defined in Aptly.

Automated Workflow Enforcement
When delegations are issued, modified, or revoked in Aptly, those changes are reflected automatically in Sage’s approval and authorization logic. This prevents outdated or unauthorized approvals from being used in any Sage-based transaction.

ERP Data Mapping and Structure Alignment
Aptly maps governance data — such as cost centers, departments, business units, and entities — to Sage’s internal structures. This ensures approvals are tied accurately to the right financial segments, departments, and hierarchy levels.

Custom Field and Conditional Logic Support
Out-of-the-box mappings support standard financial fields, while Aptly’s configuration tooling enables custom mappings for regional, entity-specific, or conditional approval scenarios that align with your organization’s policies.

Comprehensive Audit and Traceability
Every update between Aptly and Sage is logged with full traceability. Compliance teams gain insight into what changed, when it was changed, and who approved it — supporting audit, SOX, internal controls, and regulatory reporting.

Value to Organizations

Integrating Sage with Aptly removes the burden of manual approval checks and fragmented governance across business systems. It ensures that financial controls, delegation rules, and authority policies are consistently enforced across all Sage workflows — including procure-to-pay, budgeting, and expense approvals — while providing a clear, auditable trail for compliance teams, auditors, and internal stakeholders.

Example Use Cases

• Procurement Approvals: Automatically validate purchase order approvals in Sage against delegated limits defined in Aptly.
• Expense and Invoice Controls: Ensure that expense and invoice approvals honor current delegation policies.
• Budget Compliance: Enforce budget thresholds by routing approvals only to individuals with valid authority.
• Audit & Reporting: Produce auditable records linking Sage transactions with delegated authority changes maintained in Aptly.