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Extract precise invoice data with OCR in Sage Accounting

Make.com3 modulesv1.0

sage-accountingkoncile-advanced-ocr

Connect Sage to Koncile to automate the extraction of key data from your supplier invoices and purchase documents. Retrieve invoice PDFs or attachments from Sage using its native API. Send files to Koncile OCR with your private API key and a predefined document template. Extract structured fields like invoice number, date, PO number, supplier name, and total amount. Get clean, structured data — ready for export (CSV, Excel, API) or direct integration into your finance workflows.

At a glance

Extract precise invoice data with OCR in Sage Accounting is a ready-made Make.com workflow you import as a blueprint JSON file — no build required. It connects sage-accounting, koncile-advanced-ocr. It's free to download. Follow the 5-step import below to go live in minutes.

Platform: Make.com
Connects: sage-accounting, koncile-advanced-ocr
Modules: 3
Price: Free
Version: v1.0

Extract precise invoice data with OCR in Sage Accounting workflow diagram

About this workflow

Connect Sage to Koncile to automate the extraction of key data from your supplier invoices and purchase documents.

Retrieve invoice PDFs or attachments from Sage using its native API.

Send files to Koncile OCR with your private API key and a predefined document template.

Extract structured fields like invoice number, date, PO number, supplier name, and total amount.

Get clean, structured data — ready for export (CSV, Excel, API) or direct integration into your finance workflows.

How to import this Make.com workflow

1
Download the blueprint JSON file after purchase.
2
Open Make.com → go to Scenarios → click Import Blueprint.
3
Select the downloaded JSON file and confirm.
4
Connect your app credentials in each module.
5
Run once manually to test, then activate the schedule.

Setup guide

Step 1: Connect your apps

Log in to your Make.com account and open the Connections tab. Click “Add connection” and select sage-accounting from the app list. Enter your sage-accounting credentials to authorise the connection...

Step 2: Import the blueprint JSON

Download the blueprint JSON file from your purchase page. In Make.com, go to Scenarios → Import Blueprint and upload the file. All modules and connections will be pre-configured...

Setup guide included

Purchase to unlock the full step-by-step guide

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