Sage 300 Construction and Real Estate (CRE) Integrations

onPhase is a comprehensive financial automation platform that helps businesses optimize their back-office operations. By automating processes like invoice capture, approvals, and payments, onPhase reduces manual errors and speeds up workflows. The AI-powered system ensures that invoices are processed accurately through intelligent 2-way, 3-way, or 4-way matching, improving financial transparency. It also provides powerful document management capabilities, keeping contracts, W-9s, and receipts secure and audit-ready. The platform integrates with leading ERP systems like NetSuite, SAP, and Microsoft Dynamics, ensuring smooth data flow across various systems and real-time updates, which enhances organizational efficiency. With onPhase, companies can focus more on strategic tasks while automating routine back-office functions.

HCSS is a leader in construction software, providing an extensive range of tools that support construction projects from beginning to end. Its software suite includes modules for pre-construction activities like estimating and bidding, as well as for managing project progress, job costs, safety compliance, and fleet maintenance. With over 4,000 clients, HCSS is known for helping heavy civil contractors optimize their operations. Its features like fleet telematics, cloud hosting, and smart forms streamline work processes, making it an indispensable tool for contractors of all sizes.

Tradogram is an all in one procurement management software. Businesses use Tradogram to track their spending and manage all aspects of their purchasing process. Trusted by finance and procurement teams for real-time visibility to data and streamlining workflows that provide insight into spending. Users have reported an average of 20% savings and 3X higher efficiency. You don't have to wait! Get your free account now to access tools such as Supplier Management, Items Catalog and Approvals Workflow, Requisitions Tracking, Delivery Tracking and Invoices Matching. You can seamlessly integrate Tradogram into your favorite accounting and ERP system like Netsuite, Quickbooks, Netsuite or SAP.

With Kinective Bridge™ (formerly OmniConnect), access the largest library of integrated fintech solutions, with 80+ integrations across 99% of US-based cores. Seamlessly connect your core with best-of-breed fintechs to scale digital transformation, modernize operations, and increase client delight. • Turnkey solution for secure, comprehensive, and supported connectivity • Innovate at your pace and scale growth without the need for extensive development resources • Mitigate manual processes and human error • Access the largest library of integrated fintech solutions with the flexibility to choose any system, technology, or provider Transformation sounds great on paper, but hard to make a reality with legacy tech stacks and outdated infrastructures. The hassle of switching cores or burning through in-house dev hours to integrate systems can be a slow, time-consuming process.

AvidXchange modernizes the way companies pay and get paid, so they can focus on what matters most. Our accounts payable (AP) solutions allow customers to increase efficiency, visibility, and control in their AP process. Increase Efficiency: Streamline invoice approvals and reduce administrative tasks, freeing up employees to focus on more strategic work. Improve Visibility & Control: Gain real-time visibility into invoice and payment status and create customed workflows to match your approval process. Gain Anywhere, Anytime Access: Boost productivity and prevent delays by having the flexibility to tackle AP tasks 24/7. Additionally, AvidXchange, Inc. is a licensed money transmitter for US B2B payments, licensed as a Money Transmitter by the New York State Department of Financial Services, as well as all other states that require a license.

Quadient AP Automation by Beanworks empowers accounting departments by automating the entire accounts payable workflow from purchase to payment. We code your invoices, route them to your accounting software for approval, and then sync them with your accounting software. Once invoices are approved, they match automatically to payments. This helps eliminate duplicates and ensures vendors get paid on-time. You can combine AP data, invoice images, and reporting to get a better view of outstanding liabilities across all your legal entities or locations. Quadient AP Automation by Beanworks supports accounting teams: -Increase control of AP -Improve visibility across payables -Eliminate papers & filing cabinets -Easily find invoices and improve accountability Access and approve invoices from any device Quadient AP Automation by Beanworks can be integrated with industry-leading accounting software such as Intacct and Sage 100, Sage 300, Sage 50 Canada and US, NetSuite, Rent Manager and many more.

Followup CRM is a simple CRM for sales and project management that's designed for construction companies. It will provide visibility into your team's activities, allow you to report on your progress internally and open up channels of transparency for collaboration between teams. This CRM will give you everything you need to make your business a success. Convert won opportunities into projects seamlessly, without losing any data. Track milestones, manage processes and integrate with other systems to ensure timely delivery and happy customers. Every business knows that winning a client is just the beginning. Customer relationships are only as good as the people who work together to deliver the product or service.

Created by contractors for contractors, the busybusy mobile time tracking app automates time and GPS labor tracking, job costing, and documentation.

Replace whiteboards and multiple spreadsheets! ControlBoard® is a powerful, easy-to-use, cloud-based construction scheduling system created by industry experts to manage resources, crews, trucking, subcontractors, and dispatching for commercial and residential construction firms. Crew Management The most powerful crew scheduling in the industry. Create crews of labor and equipment with a few clicks and schedule them exactly like other resources. Changing crew members and assigning and removing floating resources is a snap. Resource Scheduling For easy and flexible scheduling, ControlBoard® is the industry standard. Just drag labor, equipment, material, subcontractors, and crews to the desired job and day. Or drag the job to the resource. Or use the timeline views. With full SMS support, you can text tomorrow's schedule to all employees with the click of a button. However you prefer to schedule, ControlBoard® supports it.

COZYROC's SSIS+ suite includes 270+ Data integration adapters, ETL components and tasks for developing ETL solutions with MS SQL Server Integration Services.

Gorilla Expense is a leading expense reporting system that integrates extremely well with all Sage and Microsoft Dynamics accounting systems

FlowCentric Processware allows businesses to quickly create process-driven applications using a business process management system. FlowCentric Processware allows users to manage complex business processes across multiple devices, systems, departments. FlowCentric Processware offers activity monitoring dashboards, which allow users to gain greater insight into their processes. FlowCentric Processware is the ideal tool for organisations looking to embrace digital transformation, innovate quickly and achieve results quickly. FlowCentric Processware is used by companies to create flexible process-driven solutions, extend the life of ERP systems, and add meaningful action to data collected from IoT devices. This software is ideal for companies with 100+ employees who want to digitize unlimited processes, increase operational efficiency, and enforce regulatory controls.

BPA Platform iPaaS enables you to effortlessly connect applications, legacy systems, and web services, whether they’re in the cloud or on-premises, and then automate numerous business processes and tasks. An intuitive design and graphical user interface, a wealth of pre-built connectors and business process automation tools, BPA Platform reduces integration development times and brings all your data workflows together in one central location. As your business evolves and grows, you can scale and integrate new systems or applications as and when business requirements change, without extravagant costs. BPA Platform can be installed in the cloud (iPaaS) or on-premises. Compatible with most databases, including AWS and Microsoft Azure, for cloud and hybrid integration projects, it is rapid to install and configure, with the ability to easily scale. Automating business processes not only requires a solid understanding of data but a comprehensive knowledge of source or target applications. Codeless Platforms has accredited partner status with well-known ISVs, such as Access Group, Epicor, Microsoft, Sage, SAP and SYSPRO, along with industry specific applications and systems in a large number of economic regions. Through collaboration with ISVs and leading channel VARs, specialist features have been built into BPA Platform. This provides organisations with the ability to create solutions completely personalised to their internal applications and business operations.

Field Service Software Designed by Contractors for Contractors. FieldGroove offers field service software that empowers contractors to generate estimates, schedule jobs, monitor assets, and invoice clients, all from any device at any time. Recognizing that many existing field service management tools were outdated and challenging to navigate, we developed a cloud-based platform that functions seamlessly. Catering to some of the largest contracting firms in the United States, FieldGroove allows you to handle leads, estimates, jobs, and invoices all within a single application. This innovative software fosters a collaborative and efficient workforce while enabling easy oversight of your daily pipeline, backlog, and employee performance metrics. By signing up now, you can enhance the operational efficiency of your contracting business. FieldGroove is accessible on both tablets and computers, enabling your team to prepare estimates right in the field or at the job site. Delivering a quote to a prospective customer immediately can significantly boost lead conversions and positively impact your overall revenue, making it a smart move for your business. Additionally, the ability to manage everything in one system streamlines operations and saves valuable time.

Field Materials stands at the forefront of AI-driven procurement solutions for contractors, enabling them to automate the processing of purchase orders and invoices. The platform's web and mobile applications enhance the material procurement process throughout the entire construction project lifecycle, starting from obtaining quotes in the pre-construction phase to overseeing orders and deliveries on-site. By digitizing tasks that were previously managed through Excel spreadsheets, email, and physical paperwork, it significantly reduces the likelihood of errors and project delays. The use of AI for verifying delivery slips and invoices, along with automating notifications and reminders, ensures greater efficiency. Additionally, Field Materials revolutionizes the industry by offering a unified system that tracks agreements between contractors and suppliers while automating follow-ups to guarantee that everything is completed on schedule. The company collaborates with both general contractors and specialized subcontractors who require substantial volumes of materials from niche suppliers, thereby enhancing the overall procurement experience. Their innovative approach not only improves operational efficiency but also promotes better collaboration among industry stakeholders.

Lumber is a comprehensive, AI-driven platform designed for managing construction workforce operations, enhancing payroll, time tracking, recruitment, compliance, safety, productivity, and back-office functions for construction companies. This platform consolidates essential operations, including payroll processing that accommodates certified payroll, prevailing wages, and compliance with multi-state and union regulations, as well as tax filing and worker-compensation documentation; time tracking and attendance management accessible through mobile devices, tablets, or kiosks—with features such as geofencing, photo verification, offline capabilities, and foreman approvals; and job and labor cost monitoring linked to hours worked. Additionally, Lumber features real-time dashboards that provide insights into crew performance, task progress, equipment utilization, and budget management. In terms of hiring and human resources, Lumber includes an applicant-tracking system that enables job postings across more than twenty platforms at once, automates the screening of candidates based on necessary skills and licenses, and streamlines onboarding processes through digital documentation, benefits management, and credential verification. This multifaceted approach not only improves operational efficiency but also ensures that construction firms can focus on their core activities while maintaining compliance and enhancing workforce productivity.

SutiExpense, developed by SutiSoft, is a cloud-based tool for managing expenses that assists organizations in monitoring expenditures, booking travel online, implementing spending policies, overseeing approval processes, capturing receipts, and assigning expenses to specific projects. With a highly customizable design and an easy-to-navigate interface, SutiExpense caters to the distinct reporting requirements of various businesses. Additionally, the platform allows users to conveniently create, submit, or approve expense reports via dedicated applications for both Android and iOS devices. Key functionalities include support for VAT, GST, and HST tax regulations, cost allocation across projects, clients, and time, currency conversion, receipt matching, integration with accounting systems for seamless export, and the ability to import credit card statements. This comprehensive solution not only enhances financial oversight but also streamlines the overall expense management process for organizations of all sizes.

Lockstep, an award-winning platform that connects finance teams around the world, is helping them to work more effectively together. Lockstep was founded in 2019 to eliminate cash traps and leaks caused by manual synchronization between B2B trading partners' books. Lockstep, based in Seattle, provides a connected accounting cloud that enables businesses to establish trusting, compliant accounting relationships. Lockstep is a trusted accounting cloud that enables high-performance businesses large and small to manage their collections.

Field service software that fully utilizes mapping technology can increase technician efficiency. Field service software that is tightly integrated with your accounting system can dramatically reduce billing cycle times. Field technicians have all the information they need before, during, and after service calls. You can attract and retain top-quality workers by providing them with the software they need to succeed in the field. FieldConnect provides tools to collect and report on a wide range of workplace safety and compliance requirements. Customers will have an easy-to use, self-service portal that allows them to submit support requests. FieldConnect's software makes it easy to manage field service technicians anywhere on the road with FieldConnect.

Phocas provides an all-in-one business intelligence (BI) and financial planning and analysis (FP&A) platform for mid-market businesses who make, move and sell. Driven by a mission to make people feel good about data, Phocas helps businesses connect, understand, and plan better together. Partnering with ERP systems like Epicor, Sage, Oracle NetSuite, Phocas extends their capabilities by consolidating ERP, CRM, spreadsheets and other data sources into one easy-to-use platform, offering a range of tools to analyze, report, and plan. Its key features include intuitive dashboards, ad hoc reporting, dynamic financial statements, flexible budgeting, accurate forecasting, and automated rebate management. With real-time insights and secure access, Phocas empowers cross-functional teams to explore data and make informed decisions confidently. Designed to be self-serve for all business users, Phocas simplifies data-driven processes by automating manual tasks like consolidating financial and operational data – saving time and reducing errors. Whether you're preparing month-end reports, analyzing trends, managing cash flow, or optimizing rebates, Phocas provides the clarity you need to stay ahead.

ExakTime Connect, along with ExakTime Mobile, is a time and attendance, cloud-based product that gives you the power to manage employee time records, job costing information, locations and other field data. ExakTime Connect allows construction organizations to automate time keeping and payroll processing, optimize costs, improve compliance, and optimize field operations. This powerful product integrates with major accounting/ERP programs and helps construction organizations save time, reduce costs, drive employee efficiency, and mitigate risks, ultimately improving their bottom line. Using a mobile device, ExakTime Mobile helps you accurately track labor in real time, view data from anywhere. Workers simply enter their unique, 4-digit PIN number on their mobile device and tap the green ‘Go’ button to clock in or the red ‘Stop’ button to clock out. Supervisors can track and manage a whole crew on the go and data is synced giving you the power to manage your teams from anywhere. ExakTime Mobile runs on Android and iOS phones and tablets. With more than 8,500 ExakTime customers nationwide, we specialize in serving construction companies, with a focus on general, specialty, service and supply, and government contractors.

Siteline is the only billing software specifically created for trade contractors. Our software handles the entire billing workflow: We digitize payment applications, generating the exact forms your GCs require, so your accounting team can bill projects 6x faster (which enables accounting teams to focus more heavily on cash collection without adding any additional resources). We even integrate with common payment portals like Textura and GC Pay to make the workflow completely seamless. We also handle the lien waiver process (both with your GCs as well as any lower tiers) as well as any compliance documents (like COIs)—eliminating any hurdles to getting paid on time. We play nicely with most accounting/ERP systems, and we have an excellent onboarding/support team who all come from construction backgrounds.

The Agave API provides a consolidated interface for accessing and managing data from various software solutions that are frequently utilized in the construction and field services sectors. Our integration capabilities encompass a range of applications related to project management, scheduling, finance, document storage, and beyond. By implementing these integrations, companies can enhance their sales potential and improve customer loyalty. Nonetheless, the construction technology landscape is often fragmented and compartmentalized, making the development and upkeep of integrations a challenging task. Integrating with a single system can take several months, and the ongoing monitoring and maintenance of these connections may consume hours each week. Agave streamlines this process by enabling users to interact with multiple systems of record within the construction industry, thereby facilitating sales growth and customer retention. Our unified API allows for seamless data exchange from various source systems, which users authorize your application to access, simplifying the integration experience significantly. This efficiency not only saves time but also helps businesses adapt more quickly to changing technology needs.

Vergo is an AI-enhanced, cloud-based financial platform designed for construction firms to automate their project accounting processes effortlessly. It achieves this by capturing and categorizing credit card transactions, receipts, and expenses in real-time while automatically matching receipts to corporate card transactions. The platform streamlines accounts payable invoice entry and approval workflows, syncing all spending data directly with prominent construction ERP systems such as Viewpoint Spectrum & Vista, Foundation, Sage, Acumatica, and QuickBooks, allowing teams to expedite their financial closing processes and minimize manual efforts. Additionally, it offers features like mobile receipt capture, AI-driven customizable job cost tagging, approval routing, and duplicate detection. With real-time analytics on project expenditures and billing discrepancies, Vergo provides configurable controls to mitigate data entry mistakes, ensuring that both field and office staff have an easy-to-use interface for tracking transactions, managing reimbursements, and obtaining meaningful financial insights. This comprehensive solution ultimately empowers construction businesses to enhance efficiency and make informed financial decisions.

Tenna is the construction technology platform that revolutionizes equipment fleet operations, managing mixed fleet all on one platform.

SkyStem is a New York City-based company that provides a powerful month end close solution for companies looking to streamline their financial processes. ART, the company's flagship product, is an enterprise technology that allows Controllers and CFOs to reduce the month-end close time and the time it takes to issue financials. It automates balance sheet reconciliations, manages month-end tasks and performs flux analysis. It also provides insightful reporting. The web-based solution reduces manual tasks by up to 90% and strengthens internal controls and corporate governance.

Designed for heavy civil construction bidding and estimating, B2W Estimate software allows contractors to bid quickly, accurately and with strategy. Pre-populate a central database with cost data, structures, and labor costs for tasks, materials, and equipment, and then use these building blocks in order to create bids. B2W Estimate offers enterprise-class performance and scalability, combined with a Windows look & feel and construction logic. Multiple estimators can work simultaneously on a bid at the same time, whether they are working on a pay-item, WBS or hybrid bid. Mobile estimating, vendor management, cross-bid analysis, reporting, and subcontractor management are just a few of the additional features. The B2W Software One Platform allows the B2W Estimate to communicate job details directly to B2W applications. This information can be used for field tracking and scheduling. The software integrates with the DOT electronic bidding system and more than 30 accounting/ERP platforms, including Viewpoint, Oracle Dexter + Chaney, Found, and more than 30 other platforms such as Dexter + Chaney, Dexter + Chaney, Found, and Dexter + Chaney.

Increase profitability on every construction project with Bolt, a user-friendly software solution designed to tackle widespread efficiency issues while reducing the time spent on labor shortages, inaccurate timelines, and builder communications. Are you still relying on paper documents and whiteboards? With Bolt, you can monitor and manage your projects seamlessly from any location. The platform consolidates all project information in one easily accessible hub, usable on any device—whether you're at the job site or back at the office. Essential job details are always within reach, encompassing work order histories, blueprints, images, material lists, and much more. You can accurately track contracts and swiftly generate reports on any pending purchase orders. Effective communication about even minor changes can often become burdensome; however, Bolt enhances coordination between teams and boosts your efficiency as a crew manager, ensuring that everyone is on the same page. By streamlining these processes, you can devote more time to enhancing your project's bottom line.

GCPay delivers a powerful yet easy-to-use solution for automating construction payment workflows. It replaces time-consuming manual processes with automated pay applications, lien waiver management, compliance tracking, and secure electronic payments. Designed for general contractors, subcontractors, and project accountants, GCPay ensures every payment is accurate, timely, and fully documented. The platform integrates seamlessly with major construction ERP systems to synchronize financial data and eliminate double entry. Its collaborative tools improve transparency between GCs and subs, fostering stronger relationships and smoother billing cycles. Built-in dashboards and reporting features provide CFOs and controllers with real-time financial visibility across multiple projects. With automated compliance document collection, GCPay also minimizes risk and supports audit readiness. The result is a faster, safer, and more reliable payment process that drives operational efficiency across the construction lifecycle.

Are you in search of a software solution that can alert you about current events in your business? Have you noticed that your low stock thresholds have been exceeded, a significant order has been made, or a vital customer is nearing their credit limit? The Alerting Software solution from Codeless Platforms alleviates the dependency on employees for monitoring and reporting potential issues by implementing sophisticated monitoring and alerting features across all your business applications. By integrating real-time advanced alerting capabilities into your systems, you can significantly lower your company's financial risks and boost employee productivity. This Notifications & Alerts feature enables you to automatically send out email and SMS messages around the clock, every day of the year. You can easily create both HTML and plain text notifications and alerts with a user-friendly editor, without the need for any coding. Moreover, you can distribute these notifications and alerts through various channels, including email, SMS, or compatible messenger APIs, ensuring your team stays informed no matter where they are. This comprehensive approach to alerting not only streamlines communication but also fosters a proactive environment within your organization.

Northspyre’s integrated platform combines automation, analytics, and AI to provide real-time information and workflow tools for development teams to deliver predictable outcomes with confidence and ease.

Enhance the speed and productivity of your construction operations with hh2 Cloud Services, which offers innovative solutions that empower your construction teams to focus on their primary task — building. Effortlessly oversee all personnel on the job site through the various services provided by hh2 Cloud Services, designed to facilitate mobile construction management. Monitor labor contributions across the diverse specialty projects your company undertakes, all from the convenience of your location with the help of hh2’s offerings. Ensure accurate allocation of labor and material expenses to each construction project while streamlining payroll through time entry methods tailored specifically for construction workers. Reduce the burden of laborious accounts payable processes and seamlessly integrate time entry and AP document management with widely used construction ERPs, thereby optimizing your overall operational efficiency. By adopting these advanced solutions, your construction business can achieve greater organizational effectiveness and elevate project outcomes.

Comprehensive software designed for construction management encompasses all facets of the industry. Experience a wealth of features that enhance your operations, covering areas from initial planning and project oversight to financial analytics and more. Access and manage your leads and estimates seamlessly from any location. Consolidate the bidding process into a single platform, saving valuable time and effort. Boost your profitability through effective project management and collaboration tools that facilitate teamwork. Enjoy extensive features at a competitive rate from a reliable provider. Effortlessly view, categorize, and monitor leads while overseeing the complete bidding process within one cohesive system. Utilize customizable dashboards to gain an in-depth understanding of your leads, tracking their status, history, and activities to ensure timely follow-ups and prioritize high-potential opportunities. Generate professional bid packages that include drawings, specifications, and essential documents. Effortlessly create estimates from the ground up, leverage existing spreadsheets, or build upon prior estimates with ease, while also importing data from spreadsheets to enhance efficiency in populating your estimates. This all-in-one solution not only simplifies your workflow but also empowers you to make informed decisions quickly.