Sage 300 Construction and Real Estate (CRE) Integrations

AvidXchange revolutionizes payment processes for businesses, enabling them to concentrate on their core priorities. Our accounts payable (AP) solutions empower clients to enhance efficiency, transparency, and authority within their AP workflows. Enhance Efficiency: Expedite the approval of invoices and minimize administrative burdens, allowing team members to engage in more critical initiatives. Boost Transparency & Authority: Achieve immediate insights into the status of invoices and payments while crafting personalized workflows to align with your approval requirements. Access Anytime, Anywhere: Enhance productivity and eliminate delays by managing AP responsibilities around the clock. Moreover, AvidXchange, Inc. operates as a licensed money transmitter for B2B payments across the U.S., holding a Money Transmitter license from the New York State Department of Financial Services, along with other states necessitating such a license. This extensive regulatory compliance underscores our commitment to secure and reliable financial transactions.

onPhase is an all-in-one financial automation platform designed to simplify the back-office processes of businesses. It enables organizations to automate their invoice processing, payment collections, approvals, and document management with ease. Through AI-driven workflows, onPhase ensures that invoices are captured and routed swiftly, while offering 2-way, 3-way, or 4-way matching for better financial accuracy and control. The platform’s document management system securely stores contracts, W-9s, and other financial records, ensuring that they remain compliant and easy to access. With its seamless integration with top ERP systems like NetSuite, SAP, and Microsoft Dynamics, onPhase allows real-time data syncing without the need for manual re-entry, enhancing efficiency and eliminating data discrepancies. Businesses using onPhase can also benefit from customizable workflows and better visibility into their financial processes, making it easier to manage and track approvals. The platform’s AI-driven features ensure that businesses are operating at peak performance, with more time to focus on high-value tasks.

Tradogram serves as a comprehensive solution for procurement management, enabling businesses to monitor their expenses and oversee every facet of their purchasing operations. It is a preferred choice among finance and procurement teams due to its ability to offer real-time insights and streamline workflows, ultimately enhancing visibility into expenditures. Many users have experienced savings averaging 20% alongside a tripling of their operational efficiency. Don't hesitate—create your free account today to explore features including Supplier Management, an Items Catalog, Approvals Workflow, Requisitions Tracking, Delivery Tracking, and Invoice Matching. Additionally, Tradogram can be easily integrated with popular accounting and ERP systems, such as Netsuite, Quickbooks, or SAP, making it a versatile option for various business needs. This flexibility ensures that users can optimize their procurement processes without disrupting their existing systems.

With Kinective Bridge™ (previously known as OmniConnect), you can tap into the most extensive collection of integrated fintech solutions, boasting over 80 integrations that cover 99% of core systems in the United States. This platform enables you to effortlessly link your core with top-tier fintech providers to drive digital transformation, enhance operational efficiency, and elevate customer satisfaction. • A ready-to-go solution that ensures secure, all-encompassing, and well-supported connectivity • Enable innovation at your own pace while scaling growth without the requirement for extensive development resources • Reduce manual workflows and minimize the risk of human error • Utilize the most extensive library of integrated fintech solutions, giving you the freedom to select any system, technology, or provider While transformation may seem appealing in theory, implementing it poses challenges, particularly when dealing with outdated technology and legacy systems. Transitioning between cores or expending significant in-house development time to integrate various systems can often become a lengthy and cumbersome endeavor, requiring careful planning and execution to ensure success.

Quadient AP Automation by Beanworks enhances the efficiency of accounting teams by streamlining the entire accounts payable process, from the initial purchase to the final payment. The system automatically codes invoices, sends them to your accounting software for approval, and ensures they are synchronized seamlessly. Once the invoices receive approval, they are automatically matched with payments, which helps to prevent duplicate entries and guarantees timely payments to vendors. This integration allows you to consolidate AP data, invoice images, and generate comprehensive reports for a clearer overview of outstanding liabilities across various locations and legal entities. Quadient AP Automation by Beanworks provides significant benefits for accounting departments, including: -Enhanced control over accounts payable -Improved visibility throughout the payable process -Reduction of paper usage and the need for filing cabinets -Facilitated invoice retrieval and increased accountability -The ability to access and approve invoices from any device, ensuring flexibility Moreover, Quadient AP Automation by Beanworks is compatible with leading accounting software such as Intacct, Sage 100, Sage 300, Sage 50 for both Canada and the US, NetSuite, Rent Manager, and numerous others, making it a versatile choice for diverse business needs. This adaptability further positions your team to navigate the complexities of modern financial management with ease.

Followup CRM is an intuitive customer relationship management tool tailored for sales and project oversight specifically within the construction sector. It enhances your team's activity transparency, facilitates internal progress reporting, and fosters collaboration among different teams. This CRM equips you with all the essential resources required to drive your business toward success. Easily transition won opportunities into projects while safeguarding all critical data. Monitor key milestones, streamline processes, and connect with other software systems to guarantee on-time delivery and satisfied clients. It is widely recognized that acquiring a client is merely the first step; the strength of customer relationships hinges on the collaborative efforts of the team dedicated to delivering the final product or service effectively. Thus, maintaining strong teamwork is vital for ensuring long-term success.

Designed specifically for contractors by contractors, the busybusy mobile time tracking application streamlines the processes of time and GPS labor tracking, job costing, and documentation, enhancing efficiency in project management. This innovative tool not only simplifies record-keeping but also offers valuable insights into labor expenses.

Replace outdated methods like whiteboards and multiple spreadsheets! ControlBoard® offers a robust, user-friendly cloud-based construction scheduling platform designed by industry veterans to effectively oversee resources, crews, trucking, subcontractors, and dispatching for both commercial and residential construction businesses. Crew Management Experience the leading crew scheduling capabilities in the market. With just a few clicks, you can assemble crews of labor and equipment and schedule them just like any other resource, making it incredibly easy to modify crew members and manage floating resources. Resource Scheduling ControlBoard® sets the standard for simple and adaptable scheduling. You can effortlessly drag and drop labor, equipment, materials, subcontractors, and crews to the appropriate job and date, or even move the job to a specific resource. Additionally, timeline views enhance your scheduling experience. With complete SMS functionality, sending tomorrow's schedule to all staff is as easy as pressing a button. No matter your preferred scheduling method, ControlBoard® accommodates it seamlessly. This makes it an invaluable tool for enhancing operational efficiency and communication within your teams.

The SSIS+ suite from COZYROC features over 270 data integration connectors, ETL components, and tasks designed to facilitate the creation of ETL solutions using Microsoft SQL Server Integration Services. This extensive collection empowers developers to streamline their data processing workflows efficiently.

Gorilla Expense stands out as a premier expense reporting solution, seamlessly integrating with all Sage and Microsoft Dynamics accounting platforms, making it a top choice for businesses seeking efficiency in expense management. Its compatibility ensures that users can streamline their financial processes without encountering integration challenges.

FlowCentric Processware empowers businesses to efficiently develop applications centered around their processes through an advanced business process management system. It enables users to handle intricate business workflows seamlessly across various devices, systems, and departments. Additionally, FlowCentric Processware features activity monitoring dashboards that provide users with deeper insights into their operational processes. This platform is perfectly suited for organizations aiming to undergo digital transformation, innovate rapidly, and deliver swift results. Companies leverage FlowCentric Processware to devise adaptable process-driven solutions, prolong the usefulness of ERP systems, and inject actionable insights from data gathered via IoT devices. It is particularly beneficial for businesses with more than 100 employees that seek to digitize countless processes, enhance operational efficiency, and ensure compliance with regulatory standards effectively. Moreover, FlowCentric Processware facilitates collaboration between teams, leading to increased productivity and streamlined operations across the organization.

BPA Platform iPaaS allows you to reduce data integration development times and costs whilst supporting integration with any data source. Whether on-premises to on-premises, cloud-to-cloud or on-premises to cloud, BPA Platform iPaaS provides you with flexible data integration solutions with built-in business process automation tools to maintain, configure and adapt your business processes as your business evolves. Host BPA Platform in the cloud for secure end-to-end cloud-to-cloud integration. Achieve rapid deployment through iPaaS and enhance your ability to scale business operations. Deploy BPA Platform on-premises for on-premises to on-premises data integration and gain complete control over resources, security, compliance and accessibility. Achieve complete flexibility by connecting all your business systems and applications including AWS and Microsoft Azure databases across cloud and on-premises environments. Integrate cloud-based, on-premises or hybrid hosted business systems, using end-to-end AES 256 security with double encryption to protect business data and transactions.

FieldGroove is a field service software solution crafted specifically for contractors by contractors. Our platform empowers you to create estimates, schedule jobs, track assets, and bill clients effortlessly from any device, regardless of location or time. Realizing that many traditional field service management systems are often outdated and cumbersome, we have introduced a user-friendly cloud-based solution. Serving some of the most prominent contracting companies in the U.S., FieldGroove enables users to manage leads, estimates, jobs, and invoices all from one cohesive application. This cutting-edge software promotes a collaborative and efficient workforce, while also providing easy access to daily pipeline management, backlog status, and employee performance indicators. By signing up today, you can significantly improve your contracting business's operational efficiency. FieldGroove is designed to be accessible on both tablets and desktop computers, allowing your team to generate estimates right on the job site or in the field. The instant delivery of quotes to potential clients can markedly enhance conversion rates and positively influence your overall profits, making it a prudent choice for your enterprise. Furthermore, consolidating all management tasks into one platform not only streamlines operations but also conserves valuable time for your team. Adopting this comprehensive approach means your business can focus on growth while simplifying daily tasks.

Field Materials leads the way in AI-enhanced procurement solutions designed for contractors, facilitating the automation of purchase order and invoice processing. With its web and mobile applications, the platform improves the material procurement workflow across every stage of the construction project, beginning with quote acquisition during the pre-construction phase and extending to the management of orders and deliveries on-site. By transitioning tasks that were traditionally handled via Excel, emails, and physical documents into a digital format, it minimizes the chances of errors and delays in projects. The implementation of AI for the validation of delivery slips and invoices, along with the automation of reminders and notifications, significantly boosts operational efficiency. Furthermore, Field Materials transforms the sector by providing an integrated system that monitors agreements between contractors and suppliers, while automating follow-ups to ensure timely completion of tasks. This approach not only caters to the needs of both general contractors and specialized subcontractors who rely heavily on niche suppliers but also enriches the procurement process. Their pioneering strategy enhances operational productivity and fosters improved collaboration among all stakeholders in the industry, ultimately leading to more successful project outcomes. In this way, Field Materials is truly reshaping the future of construction procurement.

SutiExpense, a product of SutiSoft, is an innovative cloud-based expense management solution designed to help businesses track their spending, arrange online travel, enforce budgeting policies, manage approval workflows, collect receipts, and categorize expenses by project. Its user-friendly interface and adaptable features make it suitable for the diverse reporting needs of different organizations. Furthermore, users can effortlessly create, submit, or approve expense reports through dedicated mobile applications available for both Android and iOS platforms. This tool encompasses essential features such as compliance with VAT, GST, and HST tax laws, project and client cost allocation, currency conversion, receipt matching, and integration with accounting software to facilitate smooth data transfer. Additionally, it provides the functionality to import credit card statements, further enhancing its utility. By offering a comprehensive suite of features, SutiExpense not only improves financial visibility but also simplifies the entire expense management workflow, making it beneficial for businesses of varying sizes and industries.

Lockstep, an acclaimed platform that unites finance teams globally, is enhancing their collaborative efficiency. Established in 2019, Lockstep aims to eradicate cash traps and discrepancies resulting from the manual synchronization of financial records between B2B trading partners. Operating out of Seattle, Lockstep offers a connected accounting cloud that allows organizations to forge reliable and compliant accounting relationships. This trusted accounting solution supports businesses of all sizes in optimizing their collections management processes, ultimately driving better financial outcomes. With Lockstep, finance teams can focus more on strategic initiatives rather than being bogged down by administrative tasks.

Utilizing field service software that effectively incorporates mapping technology can significantly enhance the efficiency of technicians in the field. Additionally, software that is seamlessly connected to your accounting system can lead to a substantial decrease in billing cycle durations. This allows field technicians to access all necessary information before, during, and after their service appointments, ensuring they are well-prepared for each task. By equipping your team with the right tools, you can attract and keep highly skilled workers who are motivated to excel in their roles. Furthermore, FieldConnect offers resources for gathering and reporting on a comprehensive array of workplace safety and compliance standards. Customers will benefit from a user-friendly self-service portal, making it simple for them to submit support inquiries. With FieldConnect’s software, managing field service technicians efficiently while they are on the road becomes a seamless process. This not only streamlines operations but also enhances overall customer satisfaction and service quality. Overall, the integration of such advanced technologies promotes a more productive and responsive field service environment.

Phocas delivers a comprehensive business intelligence (BI) and financial planning and analysis (FP&A) platform tailored for mid-market companies engaged in manufacturing, distribution, and sales. With a focus on empowering users to feel confident about their data, Phocas facilitates improved collaboration, understanding, and strategic planning among businesses. By integrating with ERP systems such as Epicor, Sage, and Oracle NetSuite, Phocas enhances their functionalities by merging various data sources—including ERP, CRM, and spreadsheets—into a singular, user-friendly platform that offers diverse tools for analysis, reporting, and planning. Its standout features encompass user-friendly dashboards, customizable reporting, dynamic financial statements, adaptable budgeting, precise forecasting, and automated management of rebates. With real-time data access and robust security measures, Phocas enables teams across different functions to delve into their data and make well-informed decisions with confidence. Designed for ease of use by all business users, Phocas streamlines data-related tasks by automating the consolidation of financial and operational information, which not only saves time but also minimizes the potential for errors. Whether it’s for generating month-end reports, identifying trends, overseeing cash flow, or enhancing rebate strategies, Phocas equips businesses with the insights necessary to maintain a competitive edge in the market. Additionally, this platform fosters an environment where data-driven decision-making becomes central to daily operations, ultimately transforming how organizations approach their strategic goals.

ExakTime Connect, paired with ExakTime Mobile, offers a cloud-based solution for managing time and attendance, allowing you to oversee employee time records, job costing data, locations, and other field information effectively. This innovative platform empowers construction companies to streamline timekeeping and payroll processes, enhance cost management, boost compliance, and refine field operations. By integrating seamlessly with prominent accounting and ERP systems, ExakTime Connect enables construction firms to save time, lower expenses, enhance worker efficiency, and reduce risks, ultimately leading to improved financial results. ExakTime Mobile complements this functionality by providing real-time labor tracking on mobile devices, enabling users to access data from virtually anywhere. Employees can clock in and out easily by entering their unique 4-digit PIN on their mobile device, pressing the green ‘Go’ button to clock in or the red ‘Stop’ button to clock out. Supervisors gain the ability to oversee entire crews while on the go, with synchronized data that facilitates team management from any location. This mobile application is compatible with both Android and iOS smartphones and tablets. With a robust customer base exceeding 8,500 nationwide, ExakTime specializes in catering to the needs of construction companies, focusing on general, specialty, service and supply, and government contractors, ensuring they receive tailored support for their specific operational challenges. Additionally, the platform enhances communication and collaboration among team members, further driving productivity in the field.

Siteline is the sole billing software designed specifically for trade contractors. Our platform manages the complete billing process: we digitize payment applications, producing the precise forms required by your general contractors, allowing your accounting team to expedite project billing six times faster, which in turn lets them concentrate more on cash collection without needing additional resources. We also seamlessly integrate with popular payment platforms such as Textura and GC Pay for a smoother workflow. Moreover, we take care of the lien waiver process, addressing both your general contractors and any subcontractors, in addition to managing necessary compliance documents like Certificates of Insurance, thus removing obstacles that could delay timely payments. Our software is compatible with most accounting and ERP systems, and we pride ourselves on having a supportive onboarding team comprised of professionals with construction industry experience. This understanding of the trade ensures that our clients receive tailored assistance throughout their journey with us.

The Agave API offers a unified platform for accessing and managing data from numerous software tools commonly used in the construction and field services industries. Our integration capabilities span a variety of applications related to project management, scheduling, accounting, document storage, and more. By deploying these integrations, organizations can boost their sales opportunities and foster greater customer loyalty. However, the technology landscape within construction is often disjointed and siloed, posing significant challenges to the creation and maintenance of these integrations. The process of connecting to a single system can often take many months, while the ongoing oversight and upkeep of these connections can demand several hours each week. Agave simplifies this procedure by allowing users to engage with multiple record systems prevalent in the construction sector, thereby promoting both sales growth and customer retention. Our consolidated API facilitates efficient data exchange from various authorized source systems, greatly simplifying the integration process. This increased efficiency not only conserves valuable time but also empowers businesses to respond more swiftly to evolving technological demands, ultimately leading to improved operational agility.

Tenna is a groundbreaking construction technology solution that transforms the management of equipment fleets by integrating mixed fleet operations into a single, cohesive platform. This innovative approach streamlines processes and enhances efficiency in the construction industry.

SkyStem, located in New York City, offers an innovative month-end closing solution tailored for businesses aiming to enhance their financial operations. Its premier product, ART, serves as an enterprise-level technology enabling Controllers and CFOs to significantly decrease the time required for month-end closures and the issuance of financial statements. By automating balance sheet reconciliations, overseeing month-end responsibilities, and conducting flux analysis, ART simplifies these crucial processes. Additionally, it generates valuable reports that aid in decision-making. This web-based solution can minimize manual tasks by as much as 90%, while also bolstering internal controls and promoting effective corporate governance practices. With these features, SkyStem is committed to transforming the financial landscape for its clients.

B2W Estimate software is specifically tailored for heavy civil construction bidding and estimating, enabling contractors to generate bids with speed, precision, and strategic insight. Users can start by populating a centralized database filled with essential cost information, including labor, materials, and task-related expenses, which can then be utilized as foundational elements for bid creation. This software features robust enterprise-level performance and scalability, all while presenting a user-friendly Windows interface that aligns with construction industry standards. It allows multiple estimators to collaborate on a single bid concurrently, whether they are focusing on pay-items, WBS, or a hybrid approach. Additional functionalities include mobile estimating, vendor management, cross-bid analysis, comprehensive reporting, and subcontractor oversight. Moreover, the B2W Software One Platform facilitates seamless communication of job specifics directly to other B2W applications, enhancing the efficiency of field tracking and scheduling processes. The software is also designed to integrate with the DOT electronic bidding system alongside more than 30 accounting and ERP systems, such as Viewpoint, Oracle, and Dexter + Chaney, ensuring a versatile solution for users in the construction sector. As a result, B2W Estimate stands out as a comprehensive tool that meets the diverse needs of contractors today.

Increase profitability across all construction projects with Bolt, an intuitive solution designed to alleviate issues related to labor shortages, scheduling errors, and contractor communication. Are you still relying on outdated whiteboards and managing piles of paperwork? With Bolt, you can oversee and monitor projects from any location. The platform consolidates all project-related information into a single, easily accessible hub, compatible with any device, whether you're on-site or working from the office. Keep crucial job information close at hand, including work order histories, blueprints, images, material pull sheets, and much more. Accurately track contracts and swiftly address any pending purchase orders. Effective communication can be a daunting task when dealing with numerous changes; however, Bolt enhances your effectiveness as a crew leader by facilitating better communication across teams, ensuring everyone stays informed and aligned. Embracing this technology not only streamlines processes but also drives overall project success.

GCPay serves as a cloud-oriented payment management system tailored specifically for the construction sector. Its purpose is to enhance collaboration between subcontractors and general contractors, streamlining the process for payment applications and related documentation. The platform offers a comprehensive suite of tools, including lien waivers, remittance forms, change orders, and an extensive 1000-line schedule of values. With GCPay, users can efficiently oversee their full payment application process, which not only mitigates risks but also boosts cash flow. Furthermore, it significantly reduces time spent on manual tasks, eradicating the necessity for data duplication within your team. By utilizing this platform, construction professionals can foster improved communication and operational efficiency throughout their projects.

Are you on the lookout for a software solution that can keep you updated on pertinent events within your business? Have you observed that your stock levels have dropped below acceptable thresholds, a large order has been placed, or a key customer is approaching their credit limit? The Alerting Software from Codeless Platforms eliminates the need for staff to oversee and report on potential problems by providing advanced monitoring and alerting functionalities across all business applications. By embedding real-time alert capabilities into your systems, you can effectively reduce financial risks for your company while enhancing employee efficiency. This Notifications & Alerts feature allows for the automatic dispatch of email and SMS communications, operating 24/7 throughout the year. With an intuitive editor, you can create both HTML and plain text alerts and notifications easily, without any programming knowledge. Furthermore, you can disseminate these messages via multiple channels, such as email, SMS, or compatible messenger APIs, ensuring that your team remains updated regardless of their location. This all-encompassing alerting strategy not only improves communication flow but also cultivates a proactive atmosphere within your organization, encouraging timely responses to issues as they arise. Ultimately, implementing such a system can lead to higher operational efficiency and a more agile response to business challenges.

Boost the efficiency and productivity of your construction projects with hh2 Cloud Services, which provides cutting-edge solutions that enable your teams to concentrate on their core mission—building. Effortlessly manage all site personnel using the array of services offered by hh2 Cloud Services, tailored for mobile construction management. Keep track of labor contributions across the various specialized projects your company handles, all from the comfort of your own location with the support of hh2’s innovative tools. Ensure precise assignment of labor and material costs to each project, while simplifying payroll through time entry methods specifically designed for construction workers. Alleviate the challenges associated with tedious accounts payable procedures and effortlessly integrate time entry and accounts payable document management with popular construction ERP systems, thus enhancing your overall operational productivity. By embracing these sophisticated solutions, your construction firm can not only achieve improved organizational effectiveness but also significantly enhance project results, paving the way for future success. Ultimately, these advancements position your business to meet the demands of an evolving industry.

A comprehensive software solution tailored for construction management integrates every aspect of the industry. It offers a vast array of features that streamline your operations, from the initial planning stages and project management to financial analysis and beyond. You can effortlessly access and manage your leads and estimates from any location. By consolidating the bidding process into a singular platform, you save both time and effort. Effective project management and collaboration tools enhance your profitability by promoting teamwork and efficiency. This reliable provider ensures you receive extensive features at a competitive price. With this system, you can easily view, categorize, and monitor leads while managing the entire bidding process within one unified interface. Customizable dashboards allow you to gain comprehensive insights into your leads, tracking their status, history, and activities to ensure timely follow-ups and prioritize high-value opportunities. Create professional bid packages that encompass drawings, specifications, and necessary documents with ease. You can also generate estimates from scratch, utilize existing spreadsheets, or build upon former estimates while importing data from spreadsheets to streamline your processes. This all-in-one solution simplifies your workflow and empowers you to make prompt, informed decisions. As a result, you can enhance your overall operational efficiency and drive the success of your construction projects.