Source ERP · Sage

From Sage to a live FP&A platform — in minutes.

K-Phi imports Sage general ledger exports directly. Whether you run Sage 50, Sage 100, Sage Intacct, or Sage X3, K-Phi reads the nominal ledger export directly. No connector, no consultants. Drop the CSV, and the platform auto-maps columns, detects your fiscal calendar, and spins up a working FP&A and treasury workspace.

Why Sage exports vary wildly

There is no single "Sage" — each product line has its own export format. Sage 50 (UK/US) uses Nominal Codes and a narrow column set. Sage 100 (ex-Sage Line 100, common in France) uses French PCG headers. Sage Intacct exposes dimensions (Department, Location, Class). Sage X3 is full ERP with multi-ledger. Most FP&A tools pick one and break on the others.

K-Phi's 7-pass Smart Mapper was built specifically for this. It ships with header aliases for all four major Sage product lines in English and French, plus the PCG sign convention handling needed for Sage 100.

What K-Phi auto-maps

Drop an SAP FI GL line-item export (transaction FBL3N, FAGLL03, or an SE16 dump of BSEG/BKPF) into the upload field. Here's what gets recognized automatically:

Sage Field (50 / 100 / Intacct / X3)	K-Phi Field
Nominal Code / Compte / Account No.	`account`
Company / Société / Entity / Legal Entity	`entity`
Transaction Date / Date écriture	`doc_date`
Posting Date / Date de saisie	`post_date`
Period No. / Période	`period`
Financial Year / Exercice	`fiscal_year`
Debit / Credit / Montant / Amount	`amount_lc`
Currency / Devise	`ccy`
Type / Journal Code / Code journal	`doc_type`
Reference / N° pièce / Document No.	`doc_id`
Department / Dimension / Section analytique	`cost_center`
Details / Libellé / Memo	`memo`

Debit/Credit vs signed amount: Sage 50 and Sage 100 export separate Debit and Credit columns, while Intacct and X3 can export a single signed amount. K-Phi detects which format you have and normalizes to signed amounts with the right PCG convention applied.

What you get, 60 seconds after upload

A classified chart of accounts (assets / liabilities / equity / revenue / expense, with granular sub-types)
A monthly P&L and balance sheet across all periods present in your export
An auto-derived cash flow statement using the indirect method
DSO, DPO, DIO, and working capital KPIs computed from the latest period snapshot
A forecast projection (FC_PROJ) seeded from your historical trend
A scenario library ready to model recession, FX shocks, rate hikes, and AR/AP term changes

What you'll confirm in the wizard

Five fields, all pre-filled from the data:

Functional currency — inferred from the local-currency column
Fiscal year start — inferred from period numbering and document dates
Consolidation method — flagged only if multiple company codes are detected
Sage product line — auto-detected from column signature (50 / 100 / Intacct / X3)
Opening balance treatment — include the OB carry-forward period or start from period 1

No consultants. No 6-month implementation.

K-Phi is built for finance teams who already run Sage and just want an FP&A and treasury layer on top — without the Anaplan or Pigment rollout cost. Upload today, amend the assumptions, and your workspace is live.

Try K-Phi with your Sage export →