Financial Data SaaS and Sage X3 Integration

The Client

A South Africa based cash flow and financial forecasting SaaS company wanted to offer its enterprise customers real-time, automated financial data ingestion from their ERP systems.

Many of these customers relied on Sage X3 as their core financial management and general ledger platform. However, Sage X3’s native APIs did not expose Trial Balance data a key input for accurate consolidation and forecasting.

To bridge this gap, the client partnered with Satva Solutions to design and implement a custom Sage X3 integration that automatically synchronized Trial Balance data daily from each customer’s Sage environment into the SaaS platform.

The Challenges

While the SaaS platform already connected with other accounting systems, Sage X3 posed unique challenges:

• No native API access to Trial Balance data
• Highly customized Sage X3 setups across different enterprises
• Manual CSV exports leading to delays, errors, and reconciliation mismatches
• Need for a secure, automated, and scalable solution requiring minimal client-side effort

The integration also had to connect with each client’s Sage X3 UAT (sandbox) environment securely and scale to production with minimal reconfiguration.

The Solution

Satva Solutions engineered an Azure based integration framework to automate the daily transfer of Trial Balance data from Sage X3 into the SaaS platform ensuring scalability, reliability, and zero manual intervention.

Key Features

1. Automated Data Sync

   • Master Scheduler triggers daily integrations to pull and upload Trial Balance data via secure REST APIs.

2. Custom Sage X3 API Endpoint

   • Built a REST-enabled Representation in Sage X3 to expose Trial Balance data from accounting tables (GACCDTL, GACCENTRY) or a custom SQL view.
   • Standardized data structure defined by Satva Solutions for consistent use across multiple clients.

3. Multi-Tenant Azure Architecture

   • Azure Functions handle data extraction, transformation, and upload.
   • Service Bus Queues ensure reliable, asynchronous processing.
   • Azure SQL Database stores configuration, logs, and audit history.

4. Monitoring & Fault Tolerance

   • Built-in retry logic, error handling, and detailed sync logs with Azure monitoring dashboards.

5. Minimal Client Effort

   • Clients only needed to expose a single REST endpoint in Sage X3.
   • Satva provided a setup guide to configure, secure, and connect the endpoint.

Results and Impacts

• Automated Trial Balance synchronization — eliminating manual exports and uploads
• 95% reduction in data mismatches during consolidation
• Rapid onboarding — new Sage X3 clients integrated within one day
• Multi-client scalability — same Azure framework supports multiple customers
• Minimal maintenance — only minor adjustments needed for new entities or fields

Conclusion

The Sage X3 Integration built by Satva Solutions transformed how the client’s cash flow and forecasting platform aggregates and consolidates financial data.

By automating daily Trial Balance synchronization, the integration ensures real-time accuracy, scalability, and operational efficiency empowering the SaaS provider to deliver faster insights and more reliable financial reporting for enterprise clients.