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How to set up your account

A quick guide taking you through how to create an account with Sage Earth

Jordan Edrich avatar
Written by Jordan Edrich
Updated over a week ago

Step 1 - Enter your details

Follow the instructions to begin creating your account. You’ll receive an email with a verification link.

Step 2 - Select accounting platform

Select your business’s accounting software to begin the integration. The connection won’t start until you have entered payment details and agreed to the Terms and Conditions.

Step 3 - Subscription and payment

Choose monthly or annual payments, and enter your business’s card details. The first payment will be taken once the software is connected.

Step 4 - Connect your accounting software

You will then continue with the integration and be taken through a series of steps that are managed by your accounting software.

Sage Earth works by analysing your business’s spend, assigning a carbon emissions conversion factor to every transaction. See our Methodology page for more information.

Step 5 - Enter registered company name and SIC code.

Here we ask you to provide us with your registered company name, and the Standard Industrial Classification for your business (also known as a 'SIC code').

❗️SIC codes help to identify your business’s industry. Sage Earth uses these codes to help make appropriate categorisations for your spend. Refer to our methodology here. You can identify the SIC codes allocated to your business easily with a quick search in Companies House online.

Top tip: A business can have multiple SIC codes applied to it, so please enter all those that are applicable to your business.

Step 6 - Enter and confirm accounting codes

Once you are connected, you will be asked to identify and confirm your business’s accounting and spend codes. You can choose to do this now, or alternatively you can come back to this later from within the platform.

Step 7 - Continue to the platform

Once you are in the platform, follow the Welcome product tour to get an overview of the platform features.

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