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Training Sage - Mastering Expert Configurations and Automation

Ref: MYJ764
10 people max.
From $5,880 HT / per person
Pay in 3 installments · On-site on request · +$540 with certification exam
4 days
Remote

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Learning objectives

  • Master advanced Sage configurations to optimize professional processes
  • Develop custom scripts and automated workflows in business
  • Configure Sage integrations with third-party ERPs and certified accounting tools
  • Implement multi-company management and complex consolidations
  • Optimize advanced reporting and dashboards for strategic decisions
  • Deploy Sage data security and expert regulatory compliance
  • Acquire Sage certification skills for scalable professional projects

The Learni story

Founded by engineers and learning experts, Learni's mission is to make high-impact tech training accessible to teams everywhere. We work remotely with organizations across the US and Canada, in your time zone, to help teams upskill fast.

Don't let this gap widen

Why this program matters

  • Without this upskilling, your team accumulates a technological gap that translates directly into productivity loss.

  • Organizations that don't train their talents on key topics see their competitiveness drop.

  • Every quarter without training is a gap widening with competitors who invest.

  • The cost of inaction quickly exceeds that of well-targeted training.

Youcef TAHRI
Youcef TAHRI

Learni trainer · Management expert

73%productivity gap
×3cost of inaction

Program

Module 1Advanced Sage Configuration: Customizing Accounting and Sales Modules (SQL Scripts, Workflows, User Interfaces)

Dive into expert Sage configurations to adapt accounting and sales modules to your specific needs, parameterizing associative tables and custom fields via the administration interface, developing SQL scripts for recurring automations, testing workflows on real multi-currency business cases, producing a documented configuration file ready for deployment, with practical exercises on your simulation environment for immediate efficiency gains.

Module 2Sage Automation: Scripts and API Integrations (Third-Party Connectors, EDI, Bulk Imports)

Master advanced Sage automation by coding custom scripts for batch processing, integrating REST APIs with tools like advanced Excel or external CRMs via native connectors, configuring EDI flows for suppliers and clients, performing secure bulk imports/exports with automated validations, applying everything to a high-volume fictional business thread project, generating execution reports and alerts for smooth, error-free professional monitoring.

Module 3Sage Multi-Entity Management: Consolidations and Expert Payroll (Company Groups, IFRS Standards, DSN)

Configure Sage multi-company structures for complex financial consolidations, parameterizing intercompany elimination rules and IFRS standards, optimizing payroll module with advanced DSN and specific contributions, processing group payrolls for 500 simulated employees, generating automated tax packs and URSSAF declarations, through collaborative remote practical workshops, delivering a testable consolidation plan and certified payroll audit to secure your critical business operations.

Module 4Sage Reporting and Security: Advanced Dashboards and Audits (Power BI, Access Controls, Backups)

Create interactive Sage dashboards connected to Power BI for predictive analyses and real-time KPIs, strengthening security with granular access profiles and audit logs, implementing GDPR-compliant backup and disaster recovery strategies, testing on anonymized real sensitive data, developing customized reports for management, concluding with a complete thread project deployed in production simulation, including materials handover and optimization plan for maximum performance in professional contexts.

Evaluation method

  • Expert QCM on Sage configurations and automations
  • Practical evaluation through exercises on multi-company cases
  • Project defense with certified trainer audit

Learning method

  • Courses led by active Sage expert trainer in business
  • Practical exercises on real accounting cases and high volumes
  • Progressive thread project for complete Sage configuration
  • Detailed course materials and digital resources provided

Methods, materials and delivery

The Training Sage - Mastering Expert Configurations and Automation program is delivered onsite or remote (blended-learning, virtual classroom, remote presence). At Learni, an industry-certified training organization, every program is built to maximize skills acquisition regardless of the chosen format.

The trainer alternates between demonstrative, interrogative and active methods (through hands-on labs and/or scenarios). This pedagogical approach guarantees concrete learning that's immediately applicable at work.

Equipment required

For the smooth delivery of the Training Sage - Mastering Expert Configurations and Automation program, the following equipment is required:

  • Mac or PC computers, high-speed fiber internet, whiteboard or flipchart, projector or interactive touch screen (for remote sessions)
  • Training environments installed on workstations or accessible online
  • Course materials, hands-on exercises and complementary resources
  • Post-training access to materials and educational resources

For intra-company training on a site outside Learni, the client commits to providing all required teaching materials (computers, internet, etc.) for the smooth delivery of the program in line with the prerequisites in the communicated program.

* contact us for remote delivery feasibility** ratio varies depending on the program

Skills assessment methods

Assessment of skills acquired during the Training Sage - Mastering Expert Configurations and Automation program is performed through:

  • During training: case studies, hands-on labs and professional scenarios
  • End of training: self-assessment questionnaire and skills evaluation by the trainer
  • After training: completion certificate detailing acquired skills

Program accessibility

Learni is committed to making its programs accessible. All our programs are accessible to people with disabilities. Our teams are available to adapt the pedagogical methods to your specific needs. Please contact us for any adjustment request.

Enrollment terms and lead times

Registration is possible up to 48 business hours before the start of training. All our programs are built for corporate L&D budgets and delivered onsite or remotely.

Our method

Training quality, guaranteed at every step

Before, during, after: we frame the brief, introduce the trainer, tailor the content and measure impact. You stay in control from kickoff to wrap-up.

Step 1

Rigorous trainer selection

Each trainer is validated on three criteria: hands-on field expertise, proven pedagogy and alignment with your industry.

  • Triple validation: technical, pedagogical, sectoral.
  • Minimum rating 4.8/5 over the last 12 sessions.
Step 2

You meet the trainer beforehand

30-minute video call between you and the selected trainer to validate the fit, adjust content and clear any final doubts.

  • Live briefing on goals and team context.
  • Veto right — we swap the trainer for free if needed.
Step 3

Content tailored to your context

No recycled slides. The syllabus is reworked from your real cases: tools, constraints, vocabulary, ongoing projects.

  • Hands-on cases drawn from your stack and projects.
  • Program co-written then validated by your team.
Step 4

Continuous quality follow-up

Live evaluations, 30/90/180-day check-ins and a consolidation plan. If the impact misses the mark, we rework it.

  • NPS, knowledge quizzes and skills self-assessment.
  • Satisfaction guarantee: fully satisfied or free rework.

A simple promise: you don't pay to discover the trainer on day one. Everything is validated upfront, by you.

FAQ

Frequently asked questions

How much does the Training Sage - Mastering Expert Configurations and Automation training cost?+
The individual price is $5,880 (USD). A detailed quote is sent within one business day.
How long is the Training Sage - Mastering Expert Configurations and Automation training?+
The training lasts 4 journées, available live online (US time zones) or on-site at your offices.
How is this training paid for?+
Most US teams pay directly through their company (L&D or training budget). We invoice in US dollars and accept bank transfer (ACH/wire) or card, with volume pricing for teams. A purchase order is welcome.
Are there any prerequisites?+
Mastery of standard Sage modules, 3 years of experience in analytical accounting and tax declarations
Is a certificate delivered at the end?+
Yes. A Learni completion certificate is issued, along with the individual evaluation report.
Does Learni provide the equipment?+
No. A computer and stable internet connection are required for the participant. Learni provides the educational platform, the trainer and all course materials.
On-site & remote

This training across cities

Available on-site and remotely. Pick your city to see the local training center.

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