Transactions & CSV imports
Keep an organized history of income and expenses. Import past records from CSV, review entries and track changes.
- Income and expense records
- CSV validation before import
- Account-specific recordkeeping
SAGE RX TOOLKIT
Your records. One clearer picture.
Practical financial tools built to make business activity easier to record, understand and discuss—without pretending your records are verified bank balances.
Explore with a free trialCONNECTED WORKSPACE
One place for the financial story behind your business.
Accounts · Records · Insights · Learning
EXPLORE FEATURES
Tools built around real business decisions
Choose the tools you need, then let your financial history grow with you.
Financial account wallet
Organize business cash, bank and M-PESA records in separate financial accounts. Choose a primary account and view recorded positions without linking a bank.
- Primary and other accounts
- KES account views
- Customizable wallet appearance
Money Story & reports
See what has been recorded, spot changes in your business position and access practical reports based on your entries.
- Income and expenses at a glance
- Recorded net movement
- Clearer financial summaries
Red Flag Radar
When enough eligible transaction history is available, receive explainable short-term insights that help you identify patterns worth investigating.
- 14-day financial outlook
- Transparent history requirements
- Account-specific risk analysis
Ask Sage
Ask questions about the income, expenses and financial activity you have recorded. Advice is based on your workspace information.
- Financial explanations
- Next-step guidance
- Plan-based message allowances
Membership activities
Every paid plan includes community activities designed to support entrepreneurs through learning and shared experience.
- Workshops and masterclasses
- Group advisory activities
- Community participation
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