Integration Discovery & Consulting for eviivo Sage Accounting Integration

The Client

eviivo is a leading hospitality management SaaS platform serving independent hotels, B&Bs, and vacation rental providers worldwide.

Their platform simplifies property management, reservations, invoicing, and guest communications.

To extend their financial ecosystem, eviivo aimed to integrate their system with Sage Accounting providing property owners and operators the ability to automatically synchronize financial data and manage accounts directly within the eviivo platform.

The Challenge

eviivo sought to introduce Sage Accounting integration alongside its existing financial modules. However, before moving into full-scale development, the product team needed:

• A feasibility analysis to determine compatibility between eviivo’s APIs and Sage’s API structure (Bills, Journals, and Invoices).
• Clarification on which Sage product version (Desktop or Cloud Accounting) best aligned with their architecture.
• A clear integration flow, defining triggers, authentication method (OAuth or otherwise), and synchronization logic.
• A data mapping and error-handling strategy to ensure reliability during sync operations.
• A detailed technical design and cost estimate before committing development resources.

These uncertainties made it crucial to engage in a structured discovery and consulting sprint before development.

The Solutions

Satva Solutions partnered with eviivo to conduct a Discovery and Design Sprint dedicated to the Sage Accounting integration.

The consulting engagement focused on designing an integration strategy that would be:

• Technically sound
• Cost-effective
• Scalable

Key activities included:

• Product Evaluation & Feasibility Analysis: Reviewed Sage Cloud Accounting and Sage Intacct APIs to determine which product best fits eviivo’s use case.
• Entity & Field Mapping: Created detailed mapping of core entities such as suppliers, bills, invoices, journals, and payments between eviivo and Sage.
• Integration Architecture Design: Designed a modular integration framework that could support multiple accounting systems with minimal code duplication.
• API Authentication Strategy: Advised on authentication protocols (OAuth 2.0) and token handling for secure data exchange.
• Error & Exception Handling Plan: Outlined methods for handling failed syncs, invalid data, and exception reporting.
• Proof of Concept Planning: Proposed a minimal viable integration (MVP) approach to validate assumptions before full rollout.
• Estimation & Roadmap: Delivered detailed effort estimates, resource planning, and project timelines for potential implementation.

This structured approach provided eviivo with the technical clarity and confidence needed to proceed toward implementation internally or with their selected development partner.

Key Deliverables

• Feasibility and architecture report for Sage integration
• Detailed entity and field mapping documentation
• Proposed API flow diagrams and data sync logic
• MVP recommendation for initial integration phase
• Development effort and cost estimation document

Results & Business Impact

Through this consulting engagement, Satva Solutions enabled eviivo to:

• Validate integration feasibility before investing in development
• Select the right Sage product (Cloud Accounting) for their platform architecture
• Gain a clear, low-risk development roadmap for implementation
• Ensure alignment between technical and product teams early in the process
• Build a foundation for future multi-ledger accounting support

The discovery process eliminated guesswork and positioned eviivo for a faster, more confident integration journey with reduced technical risk..

Conclusion

By leading the discovery and integration design for eviivo’s Sage Accounting project, Satva Solutions provided the technical blueprint and strategic direction required for successful financial integration.

Through a structured discovery sprint, Satva ensured that eviivo could:

• Make informed architectural decisions
• Plan future implementation with precision
• Maintain alignment between business goals and technical execution

Satva Solutions continues to help SaaS providers and enterprise platforms with API consulting, integration discovery, and system design enabling teams to move from concept to development with clarity and confidence.