Why This Partnership Matters

In today’s competitive lending environment, efficiency and risk management go hand in hand. Manual reviews, delayed financials, and incomplete insights create blind spots that put margins and client relationships at risk.

By combining ArtisPro’s AI-powered collateral and document management with Sage’s embedded accounting capabilities, lenders now get a complete view of client health — all in real time, directly from the source of truth: their bank and credit card accounts.

What This Means for ArtisPro Clients

With the expanded Sage partnership, ArtisPro clients can:

• Generate real-time client P&L statements automatically categorized from bank and card feeds.

• Set early warning alerts for payroll changes, missed payments, or unusual activity.

• Strengthen fraud prevention by monitoring transactions directly at the source.

• Streamline collateral management with AI-driven invoice auditing that flags exceptions, not every detail.

This isn’t just faster — it’s smarter. Our clients are cutting review times by up to 80% and saving thousands each month, all while gaining the financial transparency needed to reduce risk.

A Milestone for Secured Lending Technology

The expanded partnership underscores a shared vision between Sage and Artis: delivering technology that empowers financial institutions to process more, risk less, and sleep better at night.

We’re proud to be Sage’s embedded accounting partner for the secured finance industry, and we’re excited to bring these capabilities to more banks, factors, and asset-based lenders in the months ahead.

Full press release here

See It in Action

Ready to see how ArtisPro + Sage can transform your workflows?

👉 Book a demo or contact us today to learn more about AI-driven collateral management with embedded accounting.