SWITCH FROM SAGE ACCOUNTING
Sage Accounting to Calisto Ledger
Keep full double-entry books in Calisto: invoices, bills, bank feeds, VAT, fixed assets, budgets and reports, posted from every Calisto app the business already uses.
Feature by feature
Calisto Ledger beside Sage Accounting
- 25 In both
- 1 Only in Sage Accounting
| 26 features | Calisto Ledger | Sage Accounting |
|---|---|---|
| Books | ||
| Journal EntriesCalisto: a journal entry is saved as a draft, posted on purpose and reversed with a linked mirror entry, never deleted.Checked Oct 30, 2026Source | Yes | Yes |
| Year-End Lock DateCalisto: a closed period refuses entries dated in it until someone who manages the books reopens it.Checked Oct 30, 2026Source | Yes | Yes |
| Year-End CloseCalisto: Year-End Close posts the closing entry that moves the year's profit into retained earnings.Checked Oct 30, 2026Source | Yes | Yes |
| Audit TrailCalisto: every record has a History tab, and the Activity Log shows who changed what and when.Checked Oct 30, 2026Source | Yes | Yes |
| Sales | ||
| QuotesCalisto: quotes are written in Proposals, and an accepted proposal raises the invoice through the same invoice writer Ledger uses.Checked Oct 30, 2026Source | Yes | Yes |
| Recurring InvoicesCalisto: recurring invoices are raised on the account's own day, and each one is raised once, even when two schedulers fire together.Checked Oct 30, 2026Source | Yes | Yes |
| Credit NotesCalisto: a credit note reverses the VAT of what it credits, rate by rate, and never credits more than is left on the invoice.Checked Oct 30, 2026Source | Yes | Yes |
| Customer StatementsCalisto: a customer statement lists the customer's invoices, payments and credits, each in its own currency.Checked Oct 30, 2026Source | Yes | Yes |
| Automatic Payment RemindersCalisto: payment reminders are cadences the business sets, by email or text, starting the day after the due date and stopping when the invoice is paid.Checked Oct 30, 2026Source | Yes | Yes |
| Online Card Payment on InvoicesCalisto: each invoice carries one live payment link for its balance, and the card payment is taken with Payments.Checked Oct 30, 2026Source | Yes | Yes |
| Purchases | ||
| Bills From an Uploaded File or PhotoCalisto: a bill recorded with its document is read in the background, and its draft lines arrive checked against the supplier's open orders and deliveries.Checked Oct 30, 2026Source | Yes | Yes |
| Bank | ||
| Bank FeedsCalisto: bank feeds are linked in Banking, Bank Connections, and each feed account is tied to an account in the chart.Checked Oct 30, 2026Source | Yes | Yes |
| Bank RulesCalisto: bank rules run first, in the order the business sets, before any suggested match.Checked Oct 30, 2026Source | Yes | Yes |
| Bank Statement ImportCalisto: bank statements import from OFX, QFX, CAMT.053, MT940 or CSV, and a line is never imported twice.Checked Oct 30, 2026Source | Yes | Yes |
| Bank ReconciliationCalisto: a statement reconciliation ticks what cleared against the ending balance and finishes when the difference is zero.Checked Oct 30, 2026Source | Yes | Yes |
| Currency | ||
| Foreign Currency With Exchange Gains and LossesCalisto: every invoice, bill and payment keeps its own currency at the rate source the business chose, and the realised exchange difference is booked when it is paid.Checked Oct 30, 2026Source | Yes | Yes |
| Tax | ||
| VAT Figures for the PeriodCalisto: Reports for your accountant prepares an itemised VAT report for the period, kept as it was sent, as CSV or PDF.Checked Oct 30, 2026Source | Yes | Yes |
| VAT Return Filed With the Tax AuthorityCalisto: Ledger prepares the VAT report for the accountant, who files the return. Calisto files nothing with a tax authority.Checked Oct 30, 2026Source | No | Yes |
| Reports | ||
| Profit and Loss, Balance Sheet and Cash FlowCalisto: the income statement, balance sheet, cash flow and trial balance read the same posted lines, so they agree with each other.Checked Oct 30, 2026Source | Yes | Yes |
| Planning | ||
| Budget Against ActualCalisto: budgets are set per account and period in their own currency and compared with the actuals as they post.Checked Oct 30, 2026Source | Yes | Yes |
| Cash-Flow ForecastCalisto: Forecast projects the business's cash flow from its books.Checked Oct 30, 2026Source | Yes | Yes |
| Projects | ||
| Reporting GroupsCalisto: every document and journal line can carry a project, department, location or one of the business's own dimensions, and reports filter by them.Checked Oct 30, 2026Source | Yes | Yes |
| Inventory | ||
| StockCalisto: with Inventory, stock is kept by item and location at the cost of each movement, and Ledger shows its value against the stock accounts.Checked Oct 30, 2026Source | Yes | Yes |
| Moving In | ||
| Moving In From Other Accounting SoftwareCalisto: Bring your books reads the vendor's own export files once, in the browser: chart, contacts, trial balance as opening balances, open invoices and bills, and journal history.Checked Oct 30, 2026Source | Yes | Yes |
| Access | ||
| Accountant AccessCalisto: an outside accountant gets a portal built in Station with exactly the finance screens the business chooses to share.Checked Oct 30, 2026Source | Yes | Yes |
| Phone | ||
| Receipt Photos From the PhoneCalisto: on the phone, a receipt photo becomes an expense, and a receipt taken with no signal is held until the phone is back online.Checked Oct 30, 2026Source | Yes | Yes |
What moves
Bringing your data from Sage Accounting
Your data is read in your own browser and sent to your Calisto account. Calisto never sees your login for the old system.
From an export file
Export your data from Sage Accounting and drop the file in. It is read in your browser and mapped onto Calisto.
Chart of accounts
Your accounts, with their codes and types. Bring these first: everything else names them.
Customers
The people and companies you invoice.
Suppliers
The people and companies who bill you.
Trial balance at your switch date
Every account’s balance on the day your books start in Ledger. It becomes your opening balances.
Unpaid invoices at your switch date
Invoices customers still owe you on the switch date, with what is left to pay. They are already in your trial balance; a payment after the switch clears them.
Unpaid bills at your switch date
Bills you still owe on the switch date, with what is left to pay. They are already in your trial balance; a payment after the switch clears them.
Journal history
Journal lines, if you want your history in Ledger. Lines dated before your switch date are kept for reference (your trial balance already holds them); later ones post.
Moving from Sage Accounting
Questions about switching
Do my Sage Accounting books come over?
Yes, once. Bring your books reads the export files Sage Accounting gives you, in your own browser: the chart of accounts, customers and suppliers, the trial balance on your switch date as opening balances, the invoices and bills still open then, and your journal history. Each account's likely role is suggested for you to confirm.
Can I keep Sage Accounting connected to Calisto?
No. Calisto keeps no connection or sync with other accounting software and stores no login for it. The books move in once, and from then on they are kept in Ledger. What you hand your accountant comes from Reports for your accountant.
Does Calisto submit VAT to HMRC?
No. Ledger prepares an itemised VAT report for the period and keeps every copy you download or email to your accountant, who files the return. E-invoices go through the fiscal provider you connect with your own account.
Does Calisto pay my bills or run payroll?
Ledger records money after it moves: it marks a bill paid and from which account, but it never sends a payment. Payroll runs in Calisto Workforce, which posts one balanced payroll journal to the books.
Learn more
Everything Calisto does here
The pages behind this comparison: the sector, the apps and the guides.