Predictika · Accounting software subscription quotes

An AI sales agent's Sage Accounting quote, checked before it goes out

An AI sales agent prepares a monthly quote for Sage Accounting (UK) with a plan, a number of users, the features the customer needs, payroll employees and receipt captures. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the plans and prices Sage publishes and returns a verdict, every reason and the figures it computed.

Scope: Sage Accounting (UK) monthly quotes: Start, Standard and Plus, with users, features, payroll employees, receipt captures and the list prices Sage publishes. See everything this validator covers

This validator models monthly Sage Accounting quotes for the three plans on the Sage UK Accounting pricing page, not just the scenarios shown below.

  • Plans and users — Start includes 1 user, Standard 3 users and Plus unlimited users.
  • Features — multi-currency, inventory management and budget creation are included only in Plus.
  • Payroll employees and receipt captures — each plan includes a number of employees and receipt captures; employees beyond that are £1.85 each a month and captures beyond that are £0.20 each.
  • Totals — the plan's list monthly price plus the extras, excluding VAT, compared with the total the quote states.

Any monthly Sage Accounting (UK) quote that touches these rules is in scope — not only the scenarios pictured here. Not covered: Sage Intacct (priced by quote only), Sage 50, Sage Payroll as a separate product, the introductory discount, VAT, other countries, accountant offers, and every other Sage product. Prices are the published list prices excluding VAT, not a quotation.

The AI sales agentBuilds the subscription quote from the conversation and says it is ready.
Predictika validatorChecks every rule at once and returns the verdict, each finding, and the computed figures.

6 scenarios in 3 groups · each group runs from the agent’s first attempt to the outcome · click one to switch

What the agent proposes

The AI sales agent says

Illustrative agent statement. The validator receives the structured request below.

Proposing agent: AI sales agent (scripted)

Before sending, the agent must call Recorded run

Predictika validator


      

        
        
        
      

      
Waiting for the call.

      
    

  

  
  

    
Where rules-based CPQ gets it wrong
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Our assessment of what a typical rules-based CPQ (product rules, price rules and validation rules, as in Salesforce CPQ) does with the same cases. It is a judgment about effort and reliability, not a claim that nothing can be built.

    
What the validator caughtTypical rules-based CPQPredictika
A plan quoted with features it does not includeOnly with care
A product rule per plan and feature; each new plan or feature adds another rule to maintain.		The plan and the features needed travel in one request and every feature rule is checked on every call.
More users than the plan includesOnly with workarounds
A user limit per plan is a separate validation rule that has to be kept in step with the plan list.		Users are compared with the plan's limit on every call, together with everything else.
Included allowances and per-unit extrasOnly with workarounds
Employees and captures beyond an allowance need price rules per plan, and the allowances differ by plan.		The allowance for the plan is applied and only the extra units are charged.
A total that disagrees with plan and extrasOnly with workarounds
The total is a derived figure; checking a stated total against it takes extra price rules and formulas.		The stated total is a field in the request and is compared with the computed one.
Every problem returned in one answerOnly with workarounds
Rules tend to fire as the quote is saved or a step is completed, so a rep often fixes one error and meets the next.		All findings come back together, whatever order the choices arrived in.

  

  

    
What this validator catches: findings from its test cases
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Every rule is checked on every call, in any order the choices arrive; one problem never hides another. Blocking findings stop the quote; approval findings need a person to sign off; everything else is computed.

    
1Sage Accounting Start includes 1 user; the quote has 2.
2Sage Accounting Standard includes 3 users; the quote has 4.
3The quote has 0 users; at least 1 is needed.
4Multi-currency is included only in Sage Accounting Plus.
5Inventory management is included only in Sage Accounting Plus.
6Budget creation is included only in Sage Accounting Plus.
7The quote states a monthly total of £48.54; the published prices give £48.55.
8The quote states a monthly total of £15.00; the published prices give £20.00.
9Payroll employees (0) and receipt captures (-5) cannot be negative.

  

  

    
Scenarios and results
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The recorded result of the validator for each scenario on this page: the request the AI agent sent, the verdict, and every finding, in the order they appear above.

    
1. Start plan and Plus-only features: A Sage Accounting Start quote for three users who need multi-currency and inventory

    
The agent's request. Please quote Sage Accounting Start for 3 users, with multi-currency and inventory management. The quote states £20.00 a month, excluding VAT. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Start allows 1 user. Sage Accounting Start includes 1 user; the quote has 3.
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  • Multi-currency is Plus only. Multi-currency is included only in Sage Accounting Plus.
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  • Inventory management is Plus only. Inventory management is included only in Sage Accounting Plus.
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2. Start plan and Plus-only features: The agent resubmits after fixing the errors

    
The agent's request. Please quote Sage Accounting Plus for 3 users, with multi-currency and inventory management. The quote states £59.00 a month, excluding VAT. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Order summary. Base plan £59.00 a month, 0 extra payroll employees, 0 extra receipt captures, £59.00 a month in all, excluding VAT.
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3. Payroll, captures and a wrong total: A Standard quote with payroll for five employees, extra receipt captures and a wrong total

    
The agent's request. Please quote Sage Accounting Standard for 3 users, payroll for 5 employees, and about 140 receipt captures a month. The quote states £55.00 a month, excluding VAT. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Stated total does not match. The quote states a monthly total of £55.00; the published prices give £58.40.
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4. Payroll, captures and a wrong total: The agent resubmits after fixing the errors

    
The agent's request. Please quote Sage Accounting Standard for 3 users, payroll for 5 employees, and about 140 receipt captures a month. The quote states £58.40 a month, excluding VAT. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Order summary. Base plan £43.00 a month, 4 extra payroll employees, 40 extra receipt captures, £58.40 a month in all, excluding VAT.
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5. Standard for six users with budgets: A Standard quote for six users who need budgets

    
The agent's request. Please quote Sage Accounting Standard for 6 users, with budgets, and about 120 receipt captures a month. The quote states £47.00 a month, excluding VAT. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Standard allows 3 users. Sage Accounting Standard includes 3 users; the quote has 6.
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  • Budgets are Plus only. Budget creation is included only in Sage Accounting Plus.
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6. Standard for six users with budgets: The agent resubmits after fixing the errors

    
The agent's request. Please quote Sage Accounting Plus for 6 users, with budgets, and about 120 receipt captures a month. The quote states £63.00 a month, excluding VAT. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Order summary. Base plan £59.00 a month, 0 extra payroll employees, 20 extra receipt captures, £63.00 a month in all, excluding VAT.
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Narration transcript
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The text of the narrated walkthrough, step by step.

    
    
      
  1. Welcome to a demo of Predictika's Validator. An AI sales agent prepares a monthly quote for Sage Accounting (UK) with a plan, a number of users, the features the customer needs, payroll employees and receipt captures. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the plans and prices Sage publishes and returns a verdict, every reason and the figures it computed.
    2. 
      
  2. I will start with the first request by the agent.
    3. 
      
  3. The agent says. Please quote Sage Accounting Start for 3 users, with multi-currency and inventory management. The quote states £20.00 a month, excluding VAT. The rest of the request is on screen.
    4. 
      
  4. Before it goes out, the agent calls the validator.
    5. 
      
  5. Blocked, with three findings, all in one answer. Sage Accounting Start includes 1 user; the quote has 3. Multi-currency is included only in Sage Accounting Plus. Inventory management is included only in Sage Accounting Plus.
    6. 
      
  6. The validator returned three blocking findings in one answer. A check that reads one field at a time would pass most of this; it shows only when the choices in the quote are checked against each other.
    7. 
      
  7. What this shows: for more users than the plan includes, a rules-based CPQ can do this only with workarounds.
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  8. Now the agent resubmits.
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  9. The corrected request. It changes the plan to Sage Accounting Plus and the stated total as to 59 GBP a month.
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  10. It calls the validator again.
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  11. This time the validator clears it.
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  12. All three earlier findings are cleared, and the validator's total, £59.00, matches the quote.
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  13. Three problems caught in one call, fixed in one pass, and a clean quote. That is the value of Predictika's validator: catching mistakes before they reach the customer. Now you can try the other scenarios yourself.
    14.