Choose the Right Sage Accounting Solution for You

At MRBM, we know that as your business evolves, so do your software needs.

Two of Sage’s most trusted accounting solutions—Sage Pastel Partner and Sage Business Cloud Accounting—offer different strengths. Understanding which one suits your business today (and tomorrow) can help you stay efficient, compliant, and in control.

Here’s a comparison to guide your decision, plus some insight into when it might make sense to move from one to the other:

SAGE 50CLOUD PASTEL PARTNER

Ideal for: Established businesses that require a more customised setup and additional features.

SAGE BUSINESS CLOUD ACCOUNTING

Ideal for: Less complexed, agile businesses that value simplicity, flexibility, and anytime access.

✅ Installed desktop software (remote access possible with additional setup)✅ Cloud-based: log in anytime, from anywhere
✅ Advanced reporting, batch processing, and deep customisation✅ User-friendly interface, even for non-accountants
✅ Supports multi-user, multi-company, and multi-currency environments✅ Includes bank feeds, invoicing, quotes, VAT submissions, and reports
✅ Works well for businesses that need detailed control and structured processes✅ Makes it easy to work with your accountant in real time, from anywhere
✅ Requires manual software updates and regular backups✅ Always up to date — no installation or manual backups required

You might move across to Business Cloud Accounting if:

You might move across to Pastel Partner if:

➡️ Your team needs easy, remote access from anywhere➡️ Your business has grown and needs more advanced features, like Sage Intelligence (business intelligence reporting)
➡️ You want to remove the need for servers or remote desktop setups➡️ You require detailed, customisable reports and financial tools
➡️ You prefer a user-friendly interface with less complexity➡️ You work with multiple companies or currencies
➡️ You’d benefit from real-time data, automatic backups, and updates➡️ You have the IT setup to manage desktop-based software

Unsure which option is right for you?

Whether you’re moving to the cloud or looking for more robust features, we’ll guide you through the options and recommend the best fit for your business.

Get in touch: info@mrbm.co.za  /  031 818 9030.

Save Time with Automated Finance Tasks

As a small or medium-sized business, your time is valuable — and so is your budget. Hiring extra staff just to keep up with finance and admin tasks isn’t always realistic.

Fortunately, with the right tools, you can automate many of these processes, freeing up resources to focus on what matters most: growing your business. If you’re using Sage software, you’re already equipped to simplify a range of daily tasks without adding headcount. Here’s how:

✅ Automate Invoicing and Payment Reminders

Stop manually drafting and chasing invoices. With Sage’s built-in automation features, you can:

  • Set up recurring invoices for repeat customers.
  • Automatically email invoices on specific dates.
  • Send friendly payment reminders without lifting a finger.

Tip: Make sure your customer records are up to date with correct email addresses and payment terms to maximise this feature.

✅ Bank Feeds and Automatic Reconciliations

Gone are the days of manually entering transactions. Sage’s bank feeds allow you to:

  • Link your business bank accounts directly to your accounting software.
  • Automatically import transactions daily.
  • Match payments and receipts automatically, reducing errors and saving hours each month.

Tip: Set rules for regular transactions (like rent or subscriptions) so they auto-categorise correctly every time.

✅ Improve Debtor Management

Automate your debtor collection process to stay on top of outstanding accounts and improve cash flow.

  • Track overdue invoices and spot risky accounts early
  • Send automated follow-ups and payment reminders
  • Generate reports to monitor debtor trends and recoveries

Tip: Set regular review dates to act on overdue accounts quickly.

✅ Simplify VAT Submissions

VAT calculations and returns can be complex — but Sage makes it easier:

  • Automate VAT tracking throughout the month.
  • Produce VAT reconciliation reports.
  • Generate VAT submission reports with a click, ensuring nothing is missed.

Tip: Run a VAT report monthly (even if not submitting yet) to catch any issues early.

 

Need help setting up Sage automations? Get in touch: info@mrbm.co.za  /  031 818 9030.