Sage for Accounting & bookkeeping firms: a tool you run vs. an operation we run

What we add around Sage

The work we take off your team

These are the moments a accounting and practice software can't cover on its own — the ones we handle so accounting & bookkeeping firms win new business every week.

Documents and signatures collected automatically, so deadline weeks stay calm.
Client data entered once and synced across the ledger, practice system, and spreadsheets.
Clients kept updated on where their return or filing stands, without the email back-and-forth.
New-client onboarding that runs the same way every time, with no step forgotten.

An honest comparison

A tool you still run vs. an operation we run for you

Keep Sage. We build around it — and take the running of it off your plate.

A tool you still run

Sage on its own

Excellent at what it's for — the system of record your team works in. Running it day to day stays with you:

Your team answers each call and enters each booking.
Reminders, follow-ups and reactivations go out when someone has a spare minute.
After-hours enquiries wait for the morning shift.
It records what happened; acting on it is up to you.

An operation we run for you

Mardii, built on top of Sage

We wire AI into the moments Sage leaves open, then run it as a service — not a project we hand back:

An AI front desk answers every call and message, day and night, and books straight into Sage.
Follow-up, reminders and reactivation run automatically — nothing waits on a spare minute.
Anything it isn't sure about is escalated to your team, with context, instead of guessed.
We watch it, tune it, and report on it every month. You run your business; we run the system.

The 2026 standard

Where accounting & bookkeeping firms are heading

A 2026 firm runs on systems instead of chasing — documents, onboarding, and status updates handle themselves. We build automated document collection, onboarding, and status updates around your accounting stack, with an AI assistant that answers routine client questions and handles reminders — so your people spend time on the work, not the chasing.

Keep the accounting and practice software you know. Add the operation you don't have time to run.

A one-time build to wire AI and automation around Sage.
An ongoing service to operate it — watched, tuned, reported.
Engines that act only when confident, and ask a human otherwise.
A reachable team that answers, not a ticket queue.

See what we'd run around Sage.

Tell us how your accounting and practice software is set up today. We'll map the gaps, show you what we'd build on top of Sage, and how we'd operate it — before you commit to anything.

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See everything we build & operate →