Connecting Sage to your OakNorth business account

Running a business means keeping your finances in sync, without the hassle. That’s why we’ve made it simple to connect your OakNorth account with Sage – so your accounting stays accurate and your cash flow picture is always up to date.

Set up the integration in a few simple steps

  • Open the ‘Accounting integrations’ tab in the OakNorth web platform.
  • Select ‘Set up’ next to Sage and choose the Sage product you use.
  • Follow the on-screen instructions tailored to your chosen Sage product.
  • Once your accounts are connected in Sage, they’ll appear in your OakNorth Accounting integrations tab.
  • Your accounts will now sync daily, keeping your transaction data up to date in both OakNorth and Sage.
  • You can revisit your Sage dashboard anytime to reconfigure accounts.
  • Need to disconnect? Select the account, click ‘Disconnect’, and follow the prompts.

If you have any questions, you can contact our team by heading to the Help section in the app or on our web platform.

Thanks for choosing OakNorth. We need ambitious businesses like yours if we’re going to set a new standard in banking.