Highlights from this month:

• Connect: Ebury/Sage integration 
• Business Accounts: Personalise Accounts view
• Business Accounts, Mobile: Get statements in the app

Our commitment to innovating and improving day-to-day workflows continues, focusing on meeting our clients where they are through connection, personalisation and information on the go.

This month’s key product releases include: 

• Introducing an integration with the popular accounting software, Sage, allowing you to create a seamless flow between your ledger and your Ebury multi-currency accounts. 
• Personalising your Accounts dashboard to put the currencies and accounts you use most often at your fingertips.
• Bringing account statements into the mobile app, so you can view and review your accounts and balances from anywhere.

Get in touch if you have any questions, or would like more information on opening an Ebury account.

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What’s new:

• You can now integrate Sage with your Ebury multi-currency accounts
• Automate your data flow to get up-to-the-minute information and reduce errors and backlogs and automated reconciliation of transactions
• Set up the integration through Ebury Web to get started

Automatically sync your Sage data with Ebury

Connecting Ebury to the software you use every day is one of the most important ways we help free up your team, save time and reduce costs. Our clients are already able to integrate with Sage 50, Sage100 online, and Sage XRT, and we’ve now added Sage to the lineup.

What is it?

A secure, real-time integration that automatically syncs your Ebury multi-currency transactions and balances directly into your Sage ledger, completely eliminating manual data entry and making reconciliation seamless.

Key Benefits

• No more manual uploads: Eliminates the need to download and upload CSV or MT940 files.
• Fewer errors & backlogs: Automated data flows minimize human entry mistakes and speed up month-end reconciliation.
• Real-time visibility: Gives your finance team an instant, accurate view of your global cash flow and FX adjustments directly inside Sage.

Setting it up

1. Generate your codes: On Ebury Web, go to the Connectivity tab, select Sage, and copy your unique connection ID and invite code.
2. Find Ebury in Sage: Open Sage, initiate a new bank feed setup, and select "Ebury (powered by Codat)".
3. Link and sync: Enter your Ebury codes, select the account you want to connect, and complete the setup. Your data will now flow automatically.

Step-by-step instructions:

1. Select the Connectivity tab in Ebury Web

2. Select Sage from the drop-down list

3. Open Sage and select Connect

4. Select Ebury (Powered by Codat)

5. Accept the Terms and Conditions

6. Enter or paste in your Invite Code

7. Enter or paste in your Connection ID

8. Select your Ebury account to connect

9. Confirm the connection

Your Ebury account and Sage are now connected and ready to sync.

Connect Sage with your Ebury accounts

Personalise your Accounts view

We’ve introduced favourite currencies, giving you more control over how your Accounts dashboard is organised.

You can now select the currencies that matter most to your business directly from the All Accounts view. Your favourites will automatically appear at the top of your Accounts dashboard, making it faster to access the balances and activity you use most often.

Built around the way you work

Many of our clients operate across multiple currencies, but only a handful are used every day. This enhancement helps tailor the platform to your business, making key information easier to find and reducing the time spent navigating between accounts.

Just pick which currencies you’d like to favourite:

They will then be pinned to your account dashboard where you can access them easily.

It’s a small change that makes managing global finances quicker, simpler and tailored to the way you work.

Pin your favourite currencies

What’s new

View and download your Ebury account statements on mobile

Pull up your statements from anywhere

You’re now able to view and download statements for all of your Ebury accounts in a few taps.

• Every account, in one place: See balances and transactions for all your Ebury accounts, side by side.
• Statements when you need them: Select a date range and open the statement straight from your phone.
• Download a PDF on the spot: Save it, send it to your accountant, attach it to an expense - no laptop required.
• Built into the app you’re already using: Same login, same security, same accounts, complete transaction history.
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Download the App‍

Download from the Apple Store | Download from Google play

We’re starting with our biggest milestone yet: the brand-new Ebury platform.

Key highlights this month

A New Platform

A fully redesigned experience with improved navigation, smoother account management, and clearer reporting.

Payment Tracker

Live, end-to-end status updates for complete visibility into your outbound international payments.

Hedge

A 360° view of your FX exposure, trades, and policy schedules, paired with enhanced analytics tools.

We’ve rebuilt the Ebury platform to be faster, more intuitive, and tailored to how modern businesses manage international finance.

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Centralised Account Management

Get a clear, real-time picture of your global cash position. The upgraded Accounts page lets you view balances and track activity across all your currencies in one place.

Now you can easily:


• ‍Open new accounts: Request new currency accounts instantly.
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• Add funds: Quickly add money to your existing balances.
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• Personalise your view: Tailor your dashboard to highlight the currencies most important to your business.
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• Review history: Track recent activity and transaction data in a few clicks.
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Fast, Flexible Statements & Reporting

We’ve overhauled our reporting tools to help your finance team save time and eliminate manual processes.

Key upgrades include:


• ‍Customised exporting: Filter reports by specific or multiple currencies and flexible date ranges.
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• Seamless reconciliation: Download statements instantly in PDF, CSV, XLS, or MT940 formats to sync directly with your ERP or accounting software

Explore the new Ebury

International payments often travel through multiple intermediary banks, which used to make them difficult to trace once they left our platform. To eliminate this uncertainty, we created the Payment Tracker.


Powered by SWIFT GPI data, this tool surfaces live milestone events directly inside your dashboard so you can follow your funds every step of the way.
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Key Benefits


• End-to-end visibility: Track your outbound payments from the moment they leave Ebury until they safely reach the beneficiary.
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• Real-time updates: Access live tracking events directly within the platform.
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• No more guesswork: Know exactly where your money is at any given time.
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How this works

1. Open the Payments tab. You can filter for Executed payments to make transactions easier to find

2. Trackable payments will show the green Swift button.

3. Select the payment you would like to track to see the payment information.

4. Select Open tracker to see the payment journey for the transaction.

‍Start tracking your payments for peace of mind.

Our Hedge platform also received a major upgrade, giving you a crystal-clear view of your FX exposure, trades, and policy schedules. Now, you can compare your exposure against hedges in real time to make sharper, data-driven decisions.

What’s New in the Hedge Platform

Unified Trade Portfolio

Instantly track all live and historical Forwards and Dynamic Forwards in one centralized view, with the flexibility to pull statements on demand.

Performance Analytics

Empower your finance teams with accessible tools to view, download, and reconcile statements.

Streamlined Reporting

Empower your finance teams with accessible tools to view, download, and reconcile statements.

See the new dashboard in action