--- title: Sage url: https://threeventures.com/sage/ description: We implement Sage 300 and Sage Intacct, automate the work that stands between a transaction and a decision, and connect finance to the systems that run the rest of the business. updated: 2026-07-29 --- # Finance that runs on one connected system **Sage ERP & Financial Management** We implement Sage 300 and Sage Intacct, automate the work that stands between a transaction and a decision, and connect finance to the systems that run the rest of the business. **Practice at a Glance** - **2 platforms** — Sage 300 and Sage Intacct - **API-first** — Governed integrations, fewer manual handoffs - **Since 1999** — Small, mid-sized, and enterprise finance teams - **One bench** — Discovery through go-live and optimization [Schedule a Sage Consultation](#tvContactForm) **Built For:** Nonprofit · Manufacturing · Distribution · Construction · Multi-Entity Groups ## The Problem We Solve Finance cannot scale **on disconnected systems.** A Sage licence is only the starting point. The value comes from clean data, documented processes, aligned controls, workflows people actually adopt, and integrations that keep finance connected to the rest of the operation. - **A chart of accounts that grew instead of being designed** — Thousands of codes stand in for structure, so every new program, location, or entity means more accounts, more reconciliation, and more room for error. - **Reporting rebuilt by hand every month** — The same exports get pivoted and reconciled before anyone can answer a question the system should already be answering on its own. - **Nothing is current until month-end** — Bank transactions land in a spreadsheet and get matched one at a time, so leadership decides against a cash position that is already weeks old. - **Finance and operations on separate systems** — Production, service, CRM, and payroll data are re-keyed into the ledger - which means delay, disputes, and numbers nobody fully trusts. What We See — A licence renewal doesn't fix **a system nobody designed** - **5,000** — GL account codes one finance team was maintaining to do the work dimensions are built for - **Excel** — was where bank transactions got matched one by one, so nothing was actionable until month-end - **1** — connected model - ledger, operations, and reporting - is what actually shortens the close ## Platform Selection Sage 300 or Sage Intacct? **Your operating model decides.** Both are strong platforms. The right one depends on how your entities, operations, and reporting obligations actually work - not on a feature comparison chart. ### Sage 300 — Operational ERP When the ledger has to sit alongside the operation - inventory, purchasing, and order management in one place. - Distribution, inventory, and order management run next to financials - On-premise or hosted deployment is required or preferred - A custom or line-of-business application drives the numbers - You want proven capability without paying for what you won't use _Implementation, upgrade, and optimization_ ### Sage Intacct — Cloud Financials When the reporting problem is structural - many entities, programs, or locations that a flat chart of accounts can't carry. - Multi-entity, multi-location, or multi-program reporting is the core need - Dimensions should replace a sprawling chart of accounts - Cloud access, role-based control, and continuous release matter - Funders, boards, or a Ministry expect reporting on demand _Implementation and dimensional design_ ### Selection & Roadmap — Not sure yet Most conversations start here. We assess before we recommend, and we put the recommendation in writing. - Requirements workshop across finance and operations - Deployment, licensing, risk, and total-cost comparison - Integration and data-migration risk assessment - A written recommendation with the roadmap to match _Fixed-scope assessment_ > **Already on Sage?** Much of the value arrives after the licence - configuring the platform around how the team actually works, or making the move from Sage 300 to Sage Intacct once reporting has outgrown the chart of accounts. ## Across the Finance Lifecycle One team, every stage of the Sage journey From the first requirements workshop to integrations, go-live, and continuous optimization - the same people stay accountable for a solution finance can trust and operations can use. - **ERP Selection & Roadmap** — Assess requirements, deployment preferences, risk, licensing, and ROI to select the right Sage platform and implementation path. - **Sage Intacct Implementation** — Configure cloud financials, dimensions, multi-entity structures, approvals, dashboards, and role-based access for a finance operation that scales. - **Sage 300 Implementation & Upgrade** — Implement, upgrade, and optimize financial, distribution, inventory, purchasing, and order-management capability on-premise or hosted. - **Data Migration & Conversion** — Clean, map, validate, and reconcile data from QuickBooks, spreadsheets, legacy accounting systems, and other ERP platforms. - **Financial Process Automation** — Cut manual entry and delay across invoices, purchasing, approvals, bank reconciliation, recurring transactions, and period-end activity. - **API & Systems Integration** — Connect Sage with CRM, field service, ecommerce, payroll, banking, document management, analytics, and custom line-of-business applications. - **Reporting, Dashboards & Analytics** — Real-time, dimensional reporting and executive dashboards with drill-down visibility all the way to the source transaction. - **Training, Support & Optimization** — Prepare users and administrators for go-live, document the solution, then keep improving workflows, controls, reporting, and performance. ## AI-Enabled, Real-Time Finance Move from spreadsheet reporting to **decision-ready financial visibility** Dimensions, dashboards, drill-down reporting, workflow automation, and supported AI capability shorten reporting cycles and strengthen controls at the same time. The outcome leaders notice is simpler than any of that: current financial information, available when the question is asked, without anyone rebuilding the same spreadsheet at the end of every month. **What Changes** - **Dimensions replace account sprawl** — Tag transactions by entity, department, location, program, project, or client instead of minting another code. - **Dashboards by role** — Finance leaders, operators, and executives each open a view built for the decisions they own. - **Drill-down to the source** — Every figure on a report traces back to the transaction behind it, so questions get settled in the system. - **Workflow automation through the close** — AP, AR, approvals, bank feeds, recurring transactions, and consolidations stop depending on someone remembering. ## What You Get Everything documented. **Built to be owned by your team.** Concrete deliverables keep the implementation maintainable after go-live and give internal teams a clear operating model for finance, data, integrations, and support. - **Finance Systems Assessment** — Current-state review of processes, data, integrations, reporting, controls, and pain points. - **Solution Architecture & Implementation Plan** — A phased Sage roadmap with scope, responsibilities, milestones, dependencies, and risk controls. - **Data Migration & Validation Package** — Mapping workbooks, cleansing rules, trial conversions, reconciliations, and sign-off evidence. - **Configured Workflows, Dimensions & Controls** — A maintainable finance model aligned to entities, departments, locations, projects, products, and reporting needs. - **Integration Map & Interface Specifications** — Documented data ownership, APIs, schedules, monitoring, exception handling, and security requirements. - **Executive Dashboards & Financial Reports** — Role-based reporting for finance leaders, operators, and executives. - **Training & Administrator Documentation** — Live enablement, recorded walkthroughs, written procedures, and a clean support handoff. - **Go-Live & Optimization Plan** — Cutover, hypercare, issue management, performance review, and ranked improvement priorities. ## How the Engagement Runs Phased, **and never a surprise cutover.** Each phase ends in something you can review and sign off. Nothing goes live until the data reconciles and the team has been trained on it. 1. **Assess** _(Phase 01)_ — Current-state review of processes, data, integrations, reporting, and controls - and the platform recommendation that follows from it. 2. **Architect** _(Phase 02)_ — The entity and dimension model, scope, responsibilities, milestones, dependencies, and risk controls, written down and agreed. 3. **Migrate & Configure** _(Phase 03)_ — Clean, map, and reconcile the data; build workflows, approvals, and integrations; test against real transactions before anyone depends on them. 4. **Go Live & Optimize** _(Phase 04)_ — Cutover, training, and hypercare - then continuous improvement of workflows, reporting, controls, and system performance. ## Ideal For The right engagement **for your finance team** - Finance teams outgrowing QuickBooks, spreadsheets, or an unsupported legacy ERP - Multi-entity, multi-program, or multi-location organizations that need dimensional reporting - Sage 300 users weighing the move to Sage Intacct - Existing Sage installations never configured around how the team actually works - Organizations that need Sage connected to CRM, field service, payroll, banking, or a custom application - Finance leaders who need reporting that funders, boards, or auditors accept without rework > Sage platform delivery runs through our Sage practice partner. Discovery, solution architecture, data migration, testing, training, go-live, and support all come through **one coordinated team, with one point of accountability.** ### Engagement Details **Scoped** — Sage Implementation & Optimization - **Starting Point:** Finance systems assessment - **Platforms:** Sage 300, Sage Intacct - **Deployment:** Cloud, hosted, or on-premise - **Delivery:** Phased, milestone-based - **Handoff:** Documented and owned by you - **After Go-Live:** Support and optimization, optional [Inquire About This Service](#tvContactForm) ## Ready to modernize finance **with Sage?** Start with a 30-minute conversation about your current systems, reporting challenges, automation opportunities, and the right Sage roadmap for your organization. [Schedule a Consultation](#tvContactForm)