Identify pain
Orders, stock, POs, finance or reporting.
Use a managed integration layer to expose selected Sage 200 workflows to internal users through role-based portal screens.
Built for sales, warehouse, finance, operations and management teams that need controlled access without creating more spreadsheets.
A focused workflow page for Sage 200 teams that want practical improvements without replacing their core finance system.
Open the sandbox, confirm the Sage 200 environment, choose hosting, then scope the first workflow module.
Orders, stock, POs, finance or reporting.
Use mock screens to align users.
Confirm API, data and licences.
Package hosting, users and workflow scope.
Useful answers for buyers comparing Sage 200 addons, add-ons and portal options.
No. Each workflow must be validated against the customer’s Sage 200 version, API access, data quality and licensing.
The portal is designed for multiple approved internal users, subject to licensing, security and implementation scope.
The portal uses role-based access and controlled workflows. Final security design is confirmed during implementation.
Tell us the pain point, users, hosting preference and timeframe so the first proposal is commercially useful.