Data to AI™ / Claude/Sage Accounting
Ask Claude which Sage customers are late, what suppliers are due and how ledger accounts moved, without exporting invoice lists or sharing bank details.
Less tokens, better answers.
Claude
Which customers still owe us for invoices that fell due in September?
Three customers still owe £18,450 on September invoices. Harlow Interiors accounts for about half of it, on an invoice due 4 Sep.
| Contact name | Total amount | Outstanding amount | Due date |
|---|---|---|---|
| Harlow Interiors Sales Invoices No Lines | £14,600 | £9,200 | 4 Sep |
| Brightwell Studio Sales Invoices No Lines | £7,900 | £5,350 | 12 Sep |
| Penrose Catering Sales Invoices No Lines | £4,100 | £3,900 | 19 Sep |
Read from Sales Invoices No Lines, one row per invoice, so totals are not repeated for every invoice line.
Sage Accounting, formerly Sage One, is cloud accounting software for small businesses. Dataddo extracts sales and purchase invoices, transactions, journals, ledger accounts, contacts and the product and service catalogues.
Is Harlow Interiors over its Credit limit in Contacts? List its Sales Invoices No Lines with an Outstanding amount and Due date.
Sales wants to ship to an existing customer. The credit controller asks Claude, sees Balance against Credit limit and the open invoices, and decides in the same chat.
Use the dataddo server to compare Journals debits and credits by Journal lines - ledger account name for September and August, and write reports/sage-variance.md.
A finance analyst runs Claude Code next to the reporting scripts, pulls Journals with Ledger Accounts for the Nominal Code, and commits a variance note instead of pasting numbers.
For Sales Invoices No Lines paid last quarter, how many days passed between Date and Last paid per Contact name, compared with their Credit days?
Before renegotiating payment terms, the controller asks Claude which customers pay later than agreed and brings the ranked list to the credit review.
Data to AI™ is free while in private pre-release. We onboard teams in waves and shape the product with their feedback. At launch, it will be priced like the AI assistants your team already uses. Need tailored contracts or volume pricing? Talk to us about Enterprise.
Serve governed business data to Claude, ChatGPT and other AI tools over MCP.
Free during pre-release
Flexibly deploy Dataddo in any cloud or hybrid environment.
We have a payment model that works for you
| Without Dataddo |
With Dataddo
|
Outcome for you | |
|---|---|---|---|
| Answering credit questions | Someone opens Contacts, filters the invoice list, checks Transactions and pastes three screenshots into the chat before Claude can say anything useful. | Claude queries Contacts and Sales Invoices No Lines by field name through the Dataddo Data Access connector and joins them in one answer. | Credit decisions in minutes |
| Invoice versus line rows | A line-level export repeats each invoice total on every line, and a model summing that file overstates receivables. | The semantic layer describes Sales Invoices No Lines as one row per invoice and Sales Invoices as line detail, so Claude picks the right one. | Receivables counted once |
| Bank and contact details | An uploaded contact export carries IBANs, sort codes and emails into the conversation, and you cannot take them back. | Untick fields such as Bank account - IBAN or hash them with md5 or xxh3 at the source, so Claude never receives them. | Personal data stays out |
| Finance team access | Each person on the team keeps a private export, and two people asking Claude the same question get different numbers. | On Claude Team or Enterprise an Owner adds the connector once, and each member signs in with their own Dataddo account. | Everyone reads the same ledger |
| Token consumption | Claude spends tokens exploring raw Sage Accounting columns, sampling rows and retrying until it understands the data. | Field definitions and relations are supplied up front, so the model skips the exploration and goes straight to the answer. | Less tokens per answer |
| Answer quality | Prone to wrong joins, invented fields and numbers that are hard to check. | Answers grounded in defined fields. In the Dataddo benchmark, 78.5% of questions were answered correctly, against 65.5% with plain CSV files. | Better answers |
The Sage Accounting datasets finance and RevOps teams use most, with their real field names. Claude queries them by name through the Dataddo semantic layer.
List of curated datasets
Need a dataset, metric, or attribute you don't see?
Tell us what's missing and we'll add it to the connector.
Runs on the schedule you set, for example daily. Every Sage Accounting dataset re-reads a relative date window on each run, so older history needs a one-time full data re-sync.
Sage Accounting connector →We asked 43 pre-registered questions of three real datasets - Google Search Console, HubSpot deals and Google Ads - and delivered the same rows to the same model in four ways. Only the data layer changed.
of questions answered correctly - the best of the four delivery methods tested
fewer confidently wrong answers - 14.0% of runs against 24.0% and 26.3%
more correct answers on messy CRM data - better on 8 questions, worse on none
Same model, prompts and rows in every condition; 759 graded runs, ground truth frozen before any run. On Google Search Console alone, documented CSV files did as well as Data to AI™ - the advantage comes from messier data such as HubSpot deals.
Read the benchmark →Create a Sage Accounting source in Dataddo with datasets such as Sales Invoices No Lines, Purchase Invoices and Transactions, then attach it to a Claude destination or AI Model. In Claude, add the custom connector Dataddo Data Access with https://headless.dataddo.com/mcp-data and sign in. Claude Code users run claude mcp add instead.
No. Dataddo extracts Sage Accounting on your schedule and Claude queries that copy through the Data Access MCP server, using entity and field names. Claude never holds your Sage login.
Every Sage Accounting dataset reads a relative date window on each run and replaces that window. To give Claude older invoices, run a full data re-sync with a wider range once.
Yes. Add the server with claude mcp add, sign in with /mcp and ask about Sage entities while you work in a repository. Credentials stay in your system keychain.
Yes. Untick fields such as Bank account - IBAN when you create the source, or hash them with md5 or xxh3. Claude can only query the columns that reach the flow.
An Owner adds Dataddo Data Access once for the organization. Each member then signs in with their own Dataddo account, so finance and sales see only what their account can reach.
One with at least admin-level permissions, from a business in the country you select during authorization. A Sage developer account is not linked to any business and cannot be used.