Training Sage - Mastering Expert Configurations and Automation

Very demanding course · Expertise required

$4,620

  • 4 days
  • Onsite
  • 10 people max.
Ref: MYJ764
10 people max.
$4,620
In-company rate: from $7,865 for the whole team
On-site and certification exam on quote
4 days
Onsite

Don't let this gap widen

Why this program matters

  • Without advanced Sage expertise, 28% of accounting errors stem from faulty configurations, triggering average tax adjustments of 45 000€ per URSSAF audit.

  • Teams lose 20h per week on manual entries and reconciliations, inflating operational costs by 35%.

  • In 2024, 62% of tax audits penalize poorly mastered software, blocking promotions for uncertified accountants.

  • Every quarter without upskilling exposes your company to irreversible competitive losses and cumulative legal risks.

Allan BUSI, Learni trainer · AI expert
Allan BUSI

Learni trainer · AI expert

73%productivity gap
×3cost of inaction
Flag of the United StatesBuilt for US teams
Payment by wire transferEnhanced confidentialityPerfect for companies with 50 to 500 employeesScheduling to fit any time zone

Trusted by — schools, companies and industrial groups

41,181 programs · 25 countries

  • Aptar
  • ArcelorMittal
  • Equans
  • EDF
  • Ubisoft
  • Microsoft
  • Atos

Every program built with a dedicated engineer

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  • OVHcloud
  • Notion
  • AMD
  • Apple

Companies: Aptar, ArcelorMittal, Equans, EDF, Ubisoft, Microsoft and Atos.

Sage training 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

Program

Sage curriculum: 4 modules over 4 days

Module 1 : Advanced 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 2 : Sage 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 3 : Sage 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 4 : Sage 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.

How Sage skills are assessed

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

How the Sage course is taught

  • 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

Sage training: access and practical arrangements

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.

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.

Our method

How Learni guarantees the quality of your Sage training

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.

A child walking to school with a backpack
Our social commitment

A school kit donated to a child for every training booked

To fight inequalities in access to education, Learni donates a complete school kit to a child in need for every training booked. You build your skills, a child heads back to school.

  • Backpack, notebooks and essential supplies
  • Distributed through our partner charities
  • Included, at no extra cost to you
Enroll and offer a kit
FAQ

Sage: frequently asked questions

Which tools are used in Sage training?+
Hands-on work runs on SQL Scripts, workflows, user Interfaces, third-Party Connectors, EDI and bulk Imports. Those tools come from the Sage program itself, delivered on site over 4 days, so participants practise on the stack they will use at work.
What can participants do after Sage training?+
They can master advanced Sage configurations to optimize professional processes, develop custom scripts and automated workflows in business and configure Sage integrations with third-party ERPs and certified accounting tools. Those are the stated objectives of the Sage program at Expert level, checked by the end-of-session assessment.
What does the Sage program cover, day by day?+
Day 1: Advanced Sage Configuration: Customizing Accounting and Sales Modules (SQL Scripts, Workflows, User Interfaces). Day 2: Sage Automation: Scripts and API Integrations (Third-Party Connectors, EDI, Bulk Imports). Day 3: Sage Multi-Entity Management: Consolidations and Expert Payroll (Company Groups, IFRS Standards, DSN). Day 4: Sage Reporting and Security: Advanced Dashboards and Audits (Power BI, Access Controls, Backups). The Sage program runs over 4 days, delivered on site.
How is Sage training assessed?+
Assessment relies on expert QCM on Sage configurations and automations, practical evaluation through exercises on multi-company cases and project defense with certified trainer audit. Learni issues a completion certificate together with the individual assessment report at the end of the Sage program, which an L&D team can file as evidence.
How much does Sage training cost per participant?+
Sage training costs $4,620 per participant. For an in-company team, the flat rate starts at $7,865 for the whole group, up to 8 people. The detailed quote, sent within one business day, adjusts the amount to the format and how far the syllabus is tailored to your team.
How long does Sage training take?+
4 days, available live online (US time zones) or on-site at your offices. Half-day tracks spread over several weeks are possible so the team stays operational.
Who pays for Sage training?+
Most US teams pay directly through their company L&D or training budget. Learni invoices in US dollars and accepts bank transfer (ACH/wire) or card, with volume pricing for teams. A purchase order is welcome.
What do participants need to know before Sage training?+
Mastery of standard Sage modules, 3 years of experience in analytical accounting and tax declarations.
Is a certificate issued after Sage training?+
Yes. A Learni completion certificate is issued, along with the individual evaluation report. Learni is a certified training provider and prepares for third-party certifications, but does not award them itself.
Does Learni provide the equipment for Sage training?+
No. A computer and a stable internet connection are required for each participant. Learni provides the learning platform, the trainer and all course materials.
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