Integration

Nella for Sage

Ask your Sage numbers in plain English.

Get my free Nella Score See how it works

At a glance

Connects through
Sage’s own secure sign-in
Your books
Change only with your permission
Available on
Every plan, including the free trial
Free trial
60 days, no card

Read-only by default · how Nella handles your data

How does Nella work with Sage?

Nella connects to Sage through Sage’s own secure sign-in, then answers plain-English questions about your live figures — cashflow and runway, profit, and how your figures have moved month by month. It reads your Sage data. Nothing in your books changes unless you give permission in Nella. Gross margin is not available on Sage today, because the cost-of-sales split is not yet read; Nella says so rather than showing a figure it cannot stand behind.

What it reads

What Nella reads from Sage

  • Monthly profit and loss, by section (revenue, expenses and net profit)
  • Balance sheet position, built from your trial balance
  • Bank reconciliation status, so unreconciled items are visible rather than silent
  • Month-by-month trends, so you can see what changed and when

Nella’s Sage connection covers reporting-level figures: profit and loss, balance sheet, reconciliation status and monthly trends. It does not currently read down to individual ledger accounts, journals or the full chart of accounts — that deeper level is available on Xero and QuickBooks today. Two figures are deliberately withheld on Sage rather than estimated: gross margin and cost of sales, because the cost-of-sales split has not yet been confirmed against Sage’s chart of accounts, and the directors’ loan account, for the same reason. Outstanding invoices and bills are read but are not yet verified against live Sage data, so Nella reports them as unassessed where it cannot stand behind the figure. Nella tells you when something cannot be assessed rather than leaving you to assume there is nothing to see.

In practice

Questions you can ask

  • “How much cash will I have at the end of next month?”
  • “How has my cash position moved over the last six months?”
  • “How much cash came in and went out last month?”
  • “What changed in my profit between last month and this?”

Nella provides financial information and education, not accounting or tax advice.

Setup

How to connect Sage

1 · Sign in to Sage

You are sent to Sage’s own secure sign-in. Nella never sees or stores your Sage password.

2 · Grant access

Choose the business to connect and approve access. Nothing in your books changes unless you give permission in Nella.

3 · Get your Nella Score

Nella reads your live figures and builds your free Nella Score and first insight pack while you wait.

The boundary

What Nella cannot do in Sage

There is a fixed list of things Nella does not do in Sage — not as a setting you could change, but because the permission is never requested.

  • Create, edit, void or delete invoices, bills, credit notes or journals
  • Reconcile bank transactions or change how anything is coded
  • File a VAT return, or submit anything to HMRC or Companies House
  • Move money, pay a supplier or set up a payment
  • Change your chart of accounts, settings or user permissions

More detail on the security and data page.

See it on your own Sage figures

Connect securely and get your free Nella Score in minutes. Free for 60 days, no card.

Get my free Nella Score

FAQ

Questions about Sage and Nella

Does Nella need write access to my Sage account?
Not today. Nella reads your Sage data, and nothing in your books changes unless you give permission in Nella.
What can Nella read from Sage?
Profit and loss, balance sheet position, bank reconciliation status and month-by-month trends. Outstanding invoices and bills are not shown for Sage yet, and Nella says so rather than implying nothing is owed. It does not read individual ledger accounts, journals or the full chart of accounts on Sage.
Is the Sage integration as deep as the Xero one?
Not yet. Reporting-level figures are the same, but the account-level detail available on Xero and QuickBooks — chart of accounts, trial balance and transaction-level lines — is not yet read on Sage. It is on the roadmap and is not current capability.
How do I disconnect Nella from Sage?
Revoke access from Sage’s own connected apps settings, exactly as you would for any other application. Nella loses access immediately, and you can ask for your data to be deleted at the same time.
Is my Sage data used to train AI models?
No. Your figures are never used to train AI models. They are used to answer your questions and build your insight pack, and nothing else.
Can Nella tell me what to do about my numbers?
No. Nella provides financial information and education, not accounting or tax advice. Nella shows you the numbers. When a question needs professional judgement, such as a filing or a tax decision, Nella says so and points you to a qualified accountant.

See it on your own Sage figures.

Connect securely and get your free Nella Score in minutes. No card required.

Get my free Nella Score

Nella provides financial information and education, not accounting or tax advice. Regulated accounting and advisory is provided by our partner practice, AccTek Ltd, under a separate engagement.