Data to AI™ / ChatGPT/Sage Accounting
Bring Sage receivables, supplier invoices and transaction totals into ChatGPT, and approve every lookup before it touches your accounting data.
Less tokens, better answers.
ChatGPT
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.
Run data_status on the Sage flow, then list Purchase Invoices with an Outstanding amount and a Due date this week, grouped by Contact name.
Before approving the weekly payment run, the controller asks ChatGPT for supplier bills due. Each tool call needs confirmation, so the controller sees exactly which Sage data was read.
Rank Sales Invoices by Invoice line - product and Invoice line - service, summing Invoice line - net amount for this quarter, top ten only.
Line detail shows which products and services earn the most. The sales director discusses the ranking with finance in the same ChatGPT conversation before setting targets.
Check known_gaps first. Then total Transactions by Transaction type for July, August and September and tell me which type changed most.
The owner of a small business wants to know where money moved last quarter. ChatGPT reports what the data cannot answer before it summarises the totals.
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 | |
|---|---|---|---|
| Getting Sage data into ChatGPT | Someone downloads the supplier invoice list, cleans the columns and uploads the file, which is stale by the next payment run. | ChatGPT calls the Dataddo Data Access app and reads Purchase Invoices from the latest extraction whenever you ask. | No upload before each run |
| Seeing what was read | With a pasted file you cannot tell which rows the model used or whether it looked at the right sheet. | ChatGPT asks you to confirm each tool call, and you can switch individual Dataddo tools off in the app settings. | Every lookup approved |
| Date window of the data | An export covers whatever period someone picked that day, and nobody notes the range in the chat. | Each Sage dataset reads a relative window you set, and data_status tells ChatGPT how current the extraction is. | Clear period behind each answer |
| Token consumption | ChatGPT 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. ChatGPT 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 →Extract Sage Accounting in Dataddo with datasets such as Sales Invoices, Purchase Invoices and Contacts, and attach the flow to a ChatGPT destination or AI Model. In ChatGPT on the web, enable developer mode, create an app with the MCP URL https://headless.dataddo.com/mcp-data and OAuth, then pick it from the + menu.
Developer mode is available on Pro, Plus, Business, Enterprise and Education, on the web only. On Business and Enterprise, a workspace admin may need to allow developer mode first.
ChatGPT asks for confirmation on each tool call made by a developer-mode app. You see which Dataddo tool runs, for example query on Purchase Invoices, before any Sage data is returned.
Yes. In the app settings you can switch individual tools on or off, for example leaving refresh off if ChatGPT should not request fresh Sage extractions.
Sales Invoices has one row per invoice line, which suits product questions. Sales Invoices No Lines has one row per invoice, so totals and overdue amounts are not counted twice.
No. Choose OAuth and leave the client fields empty, then sign in with the Dataddo account that holds the Sage Accounting flow.
No. ChatGPT reads extracted data through the semantic layer by entity and field name. Dataddo never accepts SQL from the model and nothing is written back to Sage.