Sage ERP & Financial Management
Finance that runs on one
connected system
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
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
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
When the ledger has to sit alongside the operation - inventory, purchasing, and order management in one place.
Implementation, upgrade, and optimization
Sage Intacct
When the reporting problem is structural - many entities, programs, or locations that a flat chart of accounts can't carry.
Implementation and dimensional design
Selection & Roadmap
Most conversations start here. We assess before we recommend, and we put the recommendation in writing.
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
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.
Phase 01
Assess
Current-state review of processes, data, integrations, reporting, and controls - and the platform recommendation that follows from it.
Phase 02
Architect
The entity and dimension model, scope, responsibilities, milestones, dependencies, and risk controls, written down and agreed.
Phase 03
Migrate & Configure
Clean, map, and reconcile the data; build workflows, approvals, and integrations; test against real transactions before anyone depends on them.
Phase 04
Go Live & Optimize
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
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.
