INTEGRATIONS · SAGE
Sage, and the Invoice That Can Show Its Work
Any ledger will hold a number. The thing that costs a finance team days is what one particular invoice line was for, asked months later by somebody entitled to an answer.
VCA Software exports the service invoices it builds from each claim to Sage, so an invoice in your ledger traces back to the claim it was billed from. A line that gets questioned afterward is followed back rather than reconstructed.
- Out: The Service Invoice, to Sage.
- Without it: an invoice total cannot be traced back, and the ledger carries an entry with no claim behind it.
IN THE CLAIM
One Invoice Line, Read Backwards
An audit starts at a number in a closed period and asks narrower questions from there. An invoice keyed in by hand stops at the first one. An invoice built from a claim answers each question with the next hop, until it reaches the work that was billed.
FOUR QUESTIONS, ONE HOP EACH
- What was billed, and when?The invoice in Sage, in the period it belongs to, against the accounts finance chose.
- How did it get there?It was built in ClaimsCore from the claim and exported to Sage, rather than retyped by somebody after the fact.
- What was it for?The invoice comes from one claim's logged time and expenses, so the next step is the claim instead of a search through memo fields.
- Who did the work, and when?VCA records who entered each time and expense item and when, and the claim keeps the documents and the record of who did what and when.
WHAT MOVES
What Moves, and What Stays
VCA ClaimsCore exports the service invoices it builds from each claim to Sage. Everything that explains them stays in VCA, one hop away from the invoice.
| What | Which Way | Where It Lands |
|---|---|---|
| Service Invoices | Out of the claim | Exported to Sage, built from the claim's time and expenses. |
| The Claim Record | Stays in ClaimsCore | Reserve history, notes, documents and who did what. |
| Your Chart of Accounts | Stays in Sage | Which accounts an invoice lands in is finance's call. |
WHO FEELS IT
The question arrives from three directions
An auditor asks it on a schedule. A client asks it when a charge on their claim looks unfamiliar. A controller asks it because one of the other two is about to.
- The External AuditorSamples an invoice line and follows it to the claim, instead of issuing a request that turns into days of assembly work.
- The Client Whose Claim It WasGets an answer in the terms of their own claim, because the invoice was built from the claim's own entries.
- The Financial ControllerAnswers from the ledger they run, without opening a claims system or asking a claims manager what happened on a claim.
OFF THE DESK
What the Finance Team Stops Doing
Every one of these exists for one reason: an entry and the reason for it were being kept in two places by two different people.
- The reconstruction exercise that starts whenever an invoice line is questioned.
- Retyping service invoices in a second system.
- The standing spreadsheet whose only job was bridging the claims system and the books.
- Two versions of what a claim was billed, and the argument about which one is right.
The Intuit QuickBooks connection · The Bill.com connection · Claims data in your own warehouse: DataBridge · All integrations
THE BOUNDARY
A Trail, Not a Second Ledger
Sage stays the accounting system of record, with your accounts, your periods, and your controls. VCA stays the claims layer. Nothing here asks a finance team to change how they work, and nothing asks an adjuster to think in account codes.
Each system holds what it is built to hold, and the invoice comes from the claim that joins them. For a finance team, capital efficiency looks like this: the claims layer goes in beside the ledger you already run, and nothing finance depends on is ripped out and replaced.
Start the Connectivity ConversationHow Implementation Runs →
WHAT TO BRING TO THE CONNECTIVITY CONVERSATION
One invoice somebody questioned last year, the controller who had to answer for it, and the accounts you would want the invoices to land in.
Questions Finance Teams Ask About Sage
Does VCA Software integrate with Sage?
Yes. Service invoices built in VCA ClaimsCore from the time and expenses on each claim export to Sage. Sage stays your accounting system of record and VCA stays the claims layer.
An auditor pulls one invoice out of the ledger. What can we hand them?
The claim behind it. VCA records who entered each time and expense item on the invoice and when, and the claim keeps the documents and the record of who did what and when. Nothing has to be assembled after the question is asked.
What gets worked out before the connection runs?
Every VCA implementation starts with discovery: VCA maps how your claims actually move, including your reporting obligations and the handoffs between teams, before anything is configured. For Sage, discovery is where your controller settles which accounts the invoices land in and how they are coded for your periods and reporting. The connection is scoped there, with the rest of the build.
How long does implementation take?
The build sets the timeline, and discovery comes first on every one. On a Standard License, configured to your workflows, VCA goes live in 3 to 4 weeks. An Enterprise License build runs 8 to 16 weeks, and a Carrier License build 12 weeks to 6 months.
Is the Sage connection the same thing as DataBridge?
No. The Sage connection exports the service invoices VCA builds from each claim. DataBridge is an add-on that delivers your claims data out to your own data warehouse on a schedule you set, as often as hourly, so your analysts can combine it with policy, actuarial or financial data.
Bring us a claim where the promise was hard to keep
Take an invoice your ledger already carries and follow it to the claim, the time and expenses it was built from, and the documents underneath them. The walk settles more about a claims platform than a feature list does.
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