ERP and accounting
Unison brings available Sage item, order, invoice, and inventory context into AI-assisted workflows. Scope the connection to the Sage product you use, and keep approval of in-scope writes with your team.
Sage includes products such as Sage 100, Sage X3, and Sage Intacct. The connection is scoped to the product your team actually runs, keeping its items and financial context distinct while bringing relevant operations into Unison.
Depending on the product and access granted, connect items, orders, and posted invoices. See that information alongside channel activity while keeping the Sage product and its business context clear.
Sage 100, Sage X3, Sage Intacct, or a smaller business product. The read is tagged with that name. A later question does not treat the family as one interchangeable ledger.
Items are available from the connected Sage product and can be viewed alongside channel listings. Sage remains the source for its item data.
Orders from that Sage product are available alongside channel orders, helping teams distinguish the ERP’s view of a sale from the marketplace that took it.
Posted invoices come in named as that Sage product. The books stay Sage’s. A question about the month can still be asked from Unison.
When supported and in scope, stock or invoice updates can be prepared for the specific Sage product connected. Writes remain held for approval. If a task is only available in a portal or client, it stays with the person who administers it.
The connection stays product-specific; a person approves each in-scope write.
Use AI to explore items, orders, invoices, and inventory available from the connected Sage product. Clarify which system owns stock and route proposed actions to the right approver.
The week opens by naming Sage 100, Sage X3, Sage Intacct, or the smaller business product on the account. Everything that follows is tagged with that name.
Data is associated with the connected Sage product so questions retain the correct business context. The books stay in Sage, while teams can ask relevant questions from Unison.
Midweek is for the owner of on-hand units. If Sage owns the quantity, a stock write is drafted for that product. If a warehouse tool owns it, the write stays with that tool.
When the write is in scope, it is drafted only into the Sage product the call named. It waits for the administrator. Portal-only work stays with that person.
We’ll clarify which Sage product is in use, who administers it, what data is available, and whether Sage or a warehouse system owns inventory quantities.
We ask which product the brand actually runs. The connection is named as that product, so a later question knows which Sage it was.
The call identifies that administrator, which API or MCP permissions are available, and which portal-only tasks remain with them.
Some brands keep on-hand in Sage. Some keep it in a warehouse tool. We ask which habit you already run, so a stock write lands in the owner.
A stock or invoice write can go back only into the Sage product the call named, and only when that write is in scope. Every write stays held until you approve.
Sage sits with the other ERP and accounting products. The full list is on Integrations. Scope is set on a call.
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