Sanso

Automated financial back office for small businesses

Beginner
Screenshot of Sanso, Automated financial back office for small businesses

What is Sanso?

Sanso is a managed financial back-office service for small businesses that automates invoice collection, bank reconciliation and overdue payment reminders, layering on top of tools like Pennylane, QuickBooks and Xero, with human experts filling gaps when automation is not enough.

Sanso is a French financial operations service that combines automation with human experts to take repetitive accounting chores off the plate of small business owners. Rather than replacing bookkeeping software, it sits on top of the tools a company already uses and executes the daily work: pulling in supplier invoices, matching bank transactions to the right documents, and chasing overdue payments. The pitch is aimed squarely at managing directors and lean finance teams who lose days each month to paperwork instead of growth. The product is organized into four offers. Invoice collection gathers invoices and supporting documents from email and supplier portals into one place, so nothing is missed when the accountant asks. Bank reconciliation links transactions to invoices, fees and credit notes in real time, removing manual ticking. Collections follows unpaid invoices and sends personalized reminders by email or WhatsApp, and can hunt for a different contact when the usual one goes quiet. The fourth option, an outsourced finance assistant, bundles the whole back office under one arrangement with no new hire and no new tool. In practice Sanso connects to existing accounts and software in minutes and runs quietly in the background. It works alongside platforms such as Pennylane, QuickBooks, Xero and Sage, and hooks into payment and communication services including Stripe, PayPal, Gmail, Slack and Teams. When automation reaches its limit, the company says its specialists step in, which is the main distinction from pure self-serve accounting add-ons. Onboarding follows a short audit call, account connection, then ongoing delivery of ready-to-use results, with first outcomes reported inside the first week. The positioning is clear: accounting software records what happened, Sanso does the work. Vendors and accountants keep their usual environment, and staff need no installation or training because everything flows through email, WhatsApp and the connected platforms. Data access is described as encrypted and limited, handled to GDPR standards. For a small firm weighing a part-time bookkeeper against software plus automation, Sanso sits in between as a managed service.

How do you use Sanso?

  1. 1Book a discovery call
    Start by scheduling a short meeting with the Sanso team from the homepage. The call is used to map your current finance processes and decide which tasks are worth automating.
    Sanso — Book a discovery call
  2. 2Connect your accounts and tools
    The team links your existing accounting software, bank accounts and communication channels. Setup is described as taking minutes with no interruption to daily operations.
  3. 3Turn on invoice collection
    Sanso begins gathering supplier invoices and supporting documents from your email and supplier portals into a single, complete record.
    Sanso — Turn on invoice collection
  4. 4Enable automatic bank reconciliation
    Transactions are matched to invoices, fees and credit notes without manual entry, keeping balances current in real time.
    Sanso — Enable automatic bank reconciliation
  5. 5Set up overdue payment follow-up
    Unpaid invoices are tracked and reminders go out by email or WhatsApp at the right moment, with escalation when a contact stops responding.
    Sanso — Set up overdue payment follow-up
  6. 6Upgrade to the full outsourced assistant
    If you want the entire back office handled, move to the assistant offer where Sanso runs all recurring financial work without a new hire or tool.
    Sanso — Upgrade to the full outsourced assistant

Pros and cons

Pros

  • Covers three painful recurring tasks (invoice collection, reconciliation, collections) in one managed serviceAI
  • Works on top of existing accounting platforms such as Pennylane, QuickBooks, Xero and Sage rather than forcing a migrationAI
  • Reminder campaigns run over email and WhatsApp, with contact discovery when the usual person does not replyAI
  • No installation or team training required, and first results are reported within the first weekAI
  • Human specialists back up the automation, which suits owners without a finance departmentAI

Cons

  • No public pricing on the site, so cost has to be established through a sales callAI
  • The service appears France-focused, which may limit fit for businesses operating elsewhereAI
  • Effectiveness depends entirely on how cleanly the customer's bank and accounting tools can be connectedAI
  • Because experts are involved, response times and depth of coverage are not documented publiclyAI
  • No self-serve trial or sandbox is described, making evaluation dependent on a booked demoAI

How much does Sanso cost?

Support

Onboarding runs through a dedicated team and a 15 minute intro call, with experts taking over when automation cannot resolve a case. A FAQ covers compatibility, security and setup times; no separate help centre is listed.

Integrations

Connects to accounting platforms (Pennylane, QuickBooks, Xero, Sage) and to Gmail, WhatsApp, Slack, Teams, Stripe, PayPal, Apollo, LinkedIn and websites, so updates land in the tools already in use.

Features

Four modular offers: supplier invoice and document collection, automatic bank reconciliation of transactions with invoices, fees and credit notes, automated overdue payment collection over email and WhatsApp with contact discovery, and a fully outsourced finance assistant covering the whole back office. Sanso integrates with existing tools and hands exceptions to human experts.

Learn more

Frequently asked questions about Sanso

  • How do you use Sanso?
    The walkthrough on this page covers 6 steps: 1. Book a discovery call 2. Connect your accounts and tools 3. Turn on invoice collection 4. Enable automatic bank reconciliation 5. Set up overdue payment follow-up 6. Upgrade to the full outsourced assistant.
  • What platforms does Sanso support?
    Sanso is available on Web App.
  • What does Sanso integrate with?
    Connects to accounting platforms (Pennylane, QuickBooks, Xero, Sage) and to Gmail, WhatsApp, Slack, Teams, Stripe, PayPal, Apollo, LinkedIn and websites, so updates land in the tools already in use.
  • What are the limitations of Sanso?
    No public pricing on the site, so cost has to be established through a sales call. The service appears France-focused, which may limit fit for businesses operating elsewhere. Effectiveness depends entirely on how cleanly the customer's bank and accounting tools can be connected.

Status

StatusActive
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Added10/21/2026

Platforms

Web App

Pricing

Paid