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Purple Creative uses Sage to reconcile payments and improve client relationships

Purple Creative - United Kingdom

By integrating Sage with third-party solutions like GoCardless, and revolutionising its financial processes, Purple Creative has more time to grow.

Slow, manual admin and a messy payment system left Purple feeling blue

Creative agency, Purple Creative is a small team, managing multiple projects and clients. MD Phil Upton spent too much time on admin, checking spreadsheets, and chasing payments while trying to develop and run the business.

Purple’s financial data was input manually, without any real-time visibility. It needed an online payments manager that was easy for clients to use.

We had cashflows on spreadsheets which was crazy.

Amanda Winstanley
Office Manager

Third-party partnerships that provide an upgrade for payments

Sage, integrated with third-party solutions, improved its payments process, automating raising invoices with a “pay now” button for faster payments, and a direct debit option that allowed it to be paid regularly and on time. This saved admin time as payments are matched to invoices and reconciled automatically for peace of mind.

Ease of use. Compatibility with payment networks such as GoCardless and Stripe. The constant updates from Sage keeping us informed of new add-ons and legislation that can affect a business.

Amanda Winstanley
Office Manager

Streamlined bookkeeping and cashflow management

On switching to Sage, Amanda says, "Customers are familiar with this accounting package and we can send accessible reports to them if required. The time spent on managing the 'bookkeeping' has been reduced."

Phil enjoys full visibility of cashflow now, saying of the move, “Sage absolutely ticks all of the boxes of anything we've ever needed for our accounting practices.”

Using Sage streamlines our day-to-day accounting procedures. It is straightforward to use, intuitive to our financial needs, and allows us to make informed decision on future planning.

Amanda Winstanley
Office Manager

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