Sage Construction Suite

Sage Intacct Construction centralizes accounting, job costing, and project management in a single cloud platform. This ability allows you to track construction costs, revenue, and project performance in real time.

Designed specifically for the construction industry, Sage Intacct Construction improves efficiency, accuracy, and profitability.

Key features

• Dimensional General Ledger: Tracks costs by project, task, cost type, location, and other dimensions.

• Automated AP/AR processes: Streamline accounts payable and receivable to improve cash flow and reduce manual effort.

• Comprehensive job costing: Captures labor, materials, equipment, and subcontractor expenses in real-time to ensure accurate project profitability.

• Contract and retainage management: Tracks invoicing, payments, and retainage amounts accurately and efficiently.

• Smart Events and Smart Rules: Automates processes, triggers alerts, and enforces controls to prevent errors or missed actions.

• Project hierarchy visualization: Represents projects in a work breakdown structure using project, task, and cost type dimensions.

• Automated Work-in-Progress (WIP) management: Aligns job costing with revenue recognition and project progress for accurate forecasting.
• Multi-entity management and consolidation: Manages multiple legal entities, automates inter-company transactions, and consolidates financial data.
• Change order tracking: Simplifies tracking cost adjustments to maintain accurate project budgets.
• Reports and analytics: Provides customizable reports and dashboards. These reports allow you to effectively monitor key performance indicators (KPIs), project performance, and financial health with interactive charts and graphs.

• Integration with Sage Construction Management (SCM): Allows operational data from scheduling, procurement and field activities to flow directly into financial management. The result is seamless, efficient workflows.

Benefits

• Real-time financial visibility and job costing: Provides dynamic tracking of actual and committed costs across labor, materials, plant, subcontractors, and change orders. This ability gives finance teams full visibility into project profitability and cash flow.
• Automation and efficiency gains: Automates AP/AR processes, reduces month-end close time, and automates WIP (Work in Progress) statements. This ability increases the time spent on analysis and strategy.
• Enhanced project management integration: Integrates job costing with project management tools for seamless workflows. This ability enables accurate cost adjustments and streamlined subcontractor and supplier payments.
• Advanced reporting and dashboards: Offers customizable dashboards, key performance indicator (KPI) tracking, and interactive charts. This ability allows you to efficiently monitor performance, compliance, and profitability across all projects and entities.
• Cloud-based flexibility and scalability: Provides secure around-the-clock cloud access from any device. This ability reduces IT maintenance costs and supports scalability for growing operations.
• Multi-entity consolidation and compliance: Simplifies multi-entity consolidations and supports compliance reporting. This ability ensures accurate financial statements and audit readiness.
• AI-powered financial insights: Leverages AI and machine learning for data-driven decision-making. Automated alerts and controls are integrated to enforce financial standards.

Learn more

For more information, see the Sage Intacct Construction help center.

Sage Intacct Paperless is an intelligent, automated solution that modernizes paper-heavy accounts payable (AP) document workflows. It integrates seamlessly with Sage Intacct Construction and improves subcontractor relationships. Paperless ensures timely invoice approvals and payments, increasing trust and collaboration.

Sage Intacct Paperless captures, indexes, routes, and stores documents in one secure, centralized location. This feature eliminates physical storage and reduces manual handling. Paperless works directly with Sage Intacct to provide full control over your electronic content.

Key features

• Automated capture: Identifies and uploads emailed invoices automatically. You can capture documents from any location with mobile app capture, drag-and-drop, or directly from your in-box.
• Smart Optical Character Recognition (OCR): Reads documents without template restrictions or manual page count entry using Paperless OCR AI. This ability improves accuracy and efficiency for high-volume invoice processing using Smart OCR.
• 3-way matching: Matches purchasing, receiving, and invoice documents automatically for more efficient processing.
• Document indexing: Defines document types and indexes automatically. This capability allows you to back fill values from external databases when needed.
• Workflow routing: Sets up rules to automatically route documents for review and approval, track progress, and maintain audit trails for accountability.
• Mobile access: Approves and captures documents securely on a variety of mobile devices.
• Integration options: Provides bi-directional attachment synchronization with Sage Intacct credit card management, both locally (on-prem) or in the cloud.

Benefits

• Automation: Reduces manual effort, errors, and bottlenecks in AP workflows.
• Centralize document storage: Stores and organizes all business and project-related documents in one secure location, that is accessible from anywhere.
• Productivity: Accesses critical documents quickly, resulting in boosted efficiency across departments.
• Collaboration: Streamlines review, approval, and tracking with built-in workflows.
• Compliance: Maintains audit-ready records for tax, legal, and subcontractor management.
• Cost Savings: Eliminates paper storage costs and risks.

Sage Intacct Paperless transforms AP document management into a secure, automated, and mobile-friendly process. This capability improves speed, accuracy, and collaboration while reducing paper use and storage costs.

Learn more

Sage Intacct Paperless is an additional subscription. For information on how to acquire a subscription, contact your Sage Intacct account representative or visit the Sage Intacct Paperless.

Sage Intacct Real Estate is a cloud-based property management and accounting solution that integrates seamlessly with the Sage Intacct core applications. It enables real estate owners, operators, developers, and property managers to manage complex portfolios efficiently while maintaining compliance and transparency.

Key features

• Property and portfolio management: Monitors performance, occupancy rates, net operating income (NOI), operating expenses, and revenue streams across individual properties, or an entire portfolio.
• Lease management: Tracks and automates renewals for complex leases, such as multiple tenants per property, variable terms, and subleases. It supports custom provisions, lease updates, and historical tracking for occupancy history.
• Billing and fee management: Automates recurring charges, prorated charges, and fee escalations. It also manages scheduled and one-off charges, recovers unpaid fees with retroactive billing, and handles recoverable expenses.
• Cash flow and spend management: Gains real-time cash flow visibility and forecasts liquidity needs. You can also control costs with automated spend validation and budget enforcement.
• Multi-entity and multi-currency support: Streamlines operations across entities, currencies, and countries with tools for inter-entity transactions, eliminations, and consolidations.
• Operations dashboard: Accesses a consolidated view of daily property activities, occupancy rates, delinquencies, and lease events. It also provides an integrated calendar and compliance alerts.

Benefits

• Centralized, real-time portfolio management: Enables you to manage multiple leases per tenant, multiple units per lease, or multiple tenants per lease in one system with real-time data.
• Flexible lease and contract handling: Accommodates a wide range of lease agreements, including complex clauses, item caps, retroactive charges, and gross-up calculations. Automated recovery calculations reduce manual adjustments and make auditing easier.
• Accurate revenue recognition and billing: Generates separate invoices for each lease billing period, ensuring GAAP-compliant revenue recognition and audit-ready records. It provides multiple billing options and automated reminders for renewals and lease expiration, improving cash flow and tenant relations.
• Improved tenant and property management: Provides customizable dashboards, financial statements, and reporting tools to keep stakeholders informed.
• Workforce efficiency and reporting: Provides automation that reduces manual data duplication, streamlines accounting processes, and improves communication across teams. It also offers customizable reports and invoices that save time and reduce errors.
• Compliance and audit readiness: Ensures compliance with accounting standards and reduces the risk of discrepancies with running balances, detailed transaction tracking, and automated updates.

Learn more

For more information, see Sage Intacct Real Estate and Set up Sage Intacct Real Estate.

The Sage HCM solution unites performance management with talent development, payroll, core employee records, learning management, career planning, and more.

The key difference between human capital management (HCM) and human resource management (HRM) is that HCM views employees as assets, while HRM generally refers to the systems used to manage its employees.

HCM provides a systematic approach for managing employees with the goal of increasing their value. The core principle of HCM is widely accepted. For this reason, HCM and HRM are often used interchangeably.

Key features

• Core HR and workforce management: Centralizes employee data, allowing HR teams to manage personal and employment details efficiently. It provides tools for time and attendance tracking, leave management, shift scheduling, and absence monitoring. These capabilities enable organizations to streamline workforce planning and reduce administrative overhead
• Complete payroll and compliance: Offers robust payroll processing with compliance support to ensure accurate calculations, tax filings, and reporting. Integrated payroll minimizes errors and maintains regulatory compliance to support reliable and efficient workforce management.

• Talent Management: Offers a wide range of features including recruitment, on-boarding, and performance management. Performance management tools provide customizable review templates, continuous feedback, and goal alignment to enhance employee development and engagement.

• Automation and integration: Automates repetitive tasks, such as approvals, notifications, and payroll calculations, saving time and reducing errors. Integrates with Sage Intacct core products to ensure seamless data flow across HR, payroll, and accounting functions.

• Employee self-service: Empowers your staff to manage their own data, submit expenses, and access learning resources. These capabilities improve engagement and productivity.

• Analytics and reporting: Provides real-time analytics and customizable reports to track key performance indicators (KPIs), workforce trends, and HR metrics. These capabilities enable data-driven decision-making, proactive succession planning, and strategic workforce forecasting.

Benefits

• Seamless Integration with Sage Intacct: Offers bi-directional data sync to ensure HR and finance data align automatically without manual reconciliation. This capability improves data accessibility and accuracy in labor cost reporting.

• Complex payroll and compliance handling: Provides certified payroll, prevailing wage rules, and multi-union and local pay rules. These capabilities are ideal for labor-intensive industries like construction, manufacturing, and field operations. It supports granular true job costing (job, phase, task, cost code) for detailed labor tracking.

• Scalability: Provides scalable growth for mid-market organizations, with flexibility that supports evolving HR needs.

• Operational efficiency: Automates recruitment, on-boarding, performance management, and compliance. Reduces manual work, cuts costs, and improves employee satisfaction.

• Inherent flexibility: Adapts to unique business processes with AI that learns from user interactions and organizational data. This ability allows HR teams to focus on strategic initiatives rather than repetitive admin tasks.

Learn more

For more information, see the Sage Intacct Construction Payroll powered by STRUXI.

Sage Estimating is a trusted construction takeoff and estimating application that enables contractors to create accurate, competitive bids quickly and consistently. It combines industry standard databases with leading-edge collaboration and analytics tools.

Key features

• Trade‑specific cost databases: Accesses up to date, trade‑specific cost databases for precise labor, material, and equipment pricing. This ability reduces manual calculation errors to ensure that estimates reflect current market rates.
• AI‑Powered takeoff tools: Utilizes AI‑enabled takeoff features to predict estimator actions. It supports flexible point/line/polyline selection and significantly reduces takeoff time compared to spreadsheets.
• Digital takeoff and assemblies: Organizes labor, materials, equipment, and subcontract items. It also enables you to apply assemblies and production rates, and calculate markups, overheads, and contingencies.
• Bid management and analysis: Provides a cloud bid analysis application that processes thousands of bid paths instantly and supports require and exclude rules. Highlights the lowest subcontractor combinations and tracks MBE/WBE requirements, local subcontractor needs, and bond limits.
• Support for complex bids: Handles base bids, alternates, and multi‑subcontractor scenarios. Allows you to fine tune profitability and meet project percentage requirements.
• Multi‑user collaboration: Allows multiple estimators to work on the same project simultaneously with real‑time updates and version control. This ability eliminates the need for manual merges, increasing accuracy and efficiency.
• Error prevention and standardization: Prevents calculation errors with built‑in formulas. Ensures standardization for bid processes across teams to maintain the ability to audit for compliance and board reviews.
• Customizable templates and reporting: Generates custom detailed reports and uses customizable dashboards to review historical estimates and discover trends.
• Scalability: Scales effectively with single estimators or large pre‑construction teams. Supports flexible deployment for both local (on-prem) and cloud installations.

Benefits

• Enhanced accuracy and reduced errors: Minimizes manual calculation errors and ensures that estimates reflect current market conditions using up-to-date trade-specific cost databases.
• Time-saving automation: Reduces takeoff time with AI-powered takeoff tools. Automated calculations for labor, materials, equipment, and subcontractor costs let estimators focus on scheduling and resource planning.
• Faster estimate creation: Allows you to create estimates in minutes instead of hours using flexible assemblies, smart takeoff, and built-in calculations. This ability lets teams generate more bids and respond quickly to opportunities.
• Seamless collaboration: Allows multiple estimators to work on the same project simultaneously from any location, with real-time updates and version control. This ability improves team efficiency and ensures that everyone is working from the latest data.
• Advanced bid analysis and closing: Processes thousands of bid combinations instantly and highlights the lowest-cost subcontractor options. Supports standard requirements for tracking and local vendor compliance.
• Standardization and consistency: Standardizes the bid process across estimators with the flexibility to match project specifications and client preferences.
• Cross-platform compatibility: Integrates with Sage finance and construction management applications and Sage Intacct Construction. This capability enables smooth data flow from estimate to project and accounting.
• Historical data and insights: Enables teams to analyze past estimates, identify trends, and make data-driven decisions with customizable dashboards and reports.
• Scalability: Meets the needs of one estimator or a large preconstruction team. Sage Estimating can scale to grow with your company.

Learn more

• For more information, see the Sage Estimating.
• For information on setting up Sage Estimating, see the Sage Estimating Sage Intacct Construction Integration Guide, available under Options and Integrations on the Sage Estimating Product Documentation web page.
• For information on how to acquire a Sage Estimating subscription, visit the Sage Estimating product website.

Sage Field Operations is a cloud-based solution that connects field technicians, subcontractors, project teams, and your home office. It allows your team to manage field work, service operations, assets, and customer interactions from a variety of mobile devices.

Key features

• Mobile field service management: Provides a mobile app for iOS and Android devices. The app facilitates work order management, technician scheduling and dispatch, and offline access with synchronization. It enables technicians to access and update job information from the field, reducing paperwork and improving responsiveness.
• Asset and equipment management: Allows you to track customer assets and equipment. You can also access asset service history, maintenance records, and equipment documentation and warranties with ease. It provides complete visibility into asset performance and maintenance needs, helping to extend equipment life and improve service quality.
• Work orders and service calls: Allows you to create and manage service requests, dispatch technicians, track work completion, and capture labor, materials, and expenses. These capabilities streamline service operations and improve efficiency from request intake through job completion.
• Scheduling and dispatch: Provides real-time technician scheduling, resource allocation, route optimization support, and calendar and workload visibility. These capabilities maximize technician utilization and reduce travel time.
• Customer management: Provides customer profiles and history, service records, contract information, and site and asset details. These capabilities give field personnel immediate access to customer information, enabling faster and more informed service delivery.
• Digital forms and reporting: Provides custom forms and checklists, site inspection details, safety documentation, compliance reporting. It also includes a photo and attachment capture feature. These capabilities eliminate paper processes and ensure consistent data collection.
• Time and expense tracking: Integrates labor entry, time tracking, expense capture, and material usage details. These capabilities improve job costing accuracy and reduce administrative work.
• Quotes and service agreements: Provides service contract management, maintenance agreements, quoting capabilities, and renewal tracking. These capabilities enable organizations to manage recurring revenue streams efficiently and improve customer retention.
• Seamless integration: Integrates efficiently with Sage Intacct Construction, Sage 300 Construction and Real Estate, Sage 100 Contractor, and other Sage financial and project management solutions. These capabilities allow you to synchronize field and office data, reducing duplicate entry and improving financial visibility.

Benefits

• Field productivity: Technicians spend more time completing work and less time on paperwork.
• Customer satisfaction: Faster response times and better communication with customers.
• Operational efficiency: Streamlined scheduling, dispatching, and work order management.
• Financial accuracy: Real-time labor, materials, and expense capture.
• Asset visibility: Complete service history for equipment and customer assets.
• Data quality: Standardized mobile forms and digital workflows.
• Compliance and safety: Electronic documentation and inspection records.

Learn more

• For more information, see Sage Field Operations.
• For information on streamlining work order tracking and synchronizing work orders, see Work Order Management.

Sage Construction Management (SCM) streamlines workflows for improved financial control, while providing real-time collaboration, mobile access, and scalability. Centralized project oversight from preconstruction to project completion improves efficiency, reduces risk, and maximizes profitability.

SCM enables you to manage contracts, job costing, scheduling, and procurement with real-time visibility into labor, material costs, and overall spending. This ability enables you to avoid cost overruns and ensure projects stay on time and budget.

Key features

• Project management: Integrates a centralized project dashboard, document management and version control, drawing and specification management, request for information (RFI) tracking, and submission management. These capabilities provide the latest project data to all stakeholders when it's needed.
• Financial management: Streamlines budget tracking and forecasting, cost and change order management, commitment and contract management, and financial reports. These capabilities provide real-time visibility into project financial performance and help control costs.
• Field management: Provides mobile access, progress tracking, time and resource monitoring, daily reports, site observations, and punch lists. These capabilities improve communication between office and field personnel while increasing productivity and accountability.
• Collaboration: Provides a shared project workspace with automated workflows and approvals, notifications and alerts, and improved subcontractor and stakeholder collaboration. These capabilities enable timely decisions and reduce delays.
• Document control: Provides secure cloud storage, automated document workflows, audit trails, and permission-based access. These capabilities improve compliance, reduce risk, and make it easier to find and manage project documentation.
• Preconstruction support: Integrates bid management, estimate collaboration, procurement tracking, vendor, and subcontractor management. These capabilities give teams the edge to win more contracts and improve project planning before construction begins.
• Quality and safety management: Integrates inspection management, issue tracking, quality control workflows, safety observations, and reporting. These capabilities help to maintain project standards and reduce rework, safety incidents, and compliance risks.
• Reporting and analytics: Provides real-time dashboards, custom reports, key performance indicator (KPI) tracking, executive-level project insights. These capabilities facilitate data-driven decisions and early identification of project risks.

Benefits

• Productivity: Reduces administrative work through automation and centralized processes.
• Collaboration: Connects office, field, subcontractors, and owners on one platform.
• Cost control: Provides visibility into budgets, commitments, and change orders.
• Risk reduction: Maintains audit trails and document history for compliance.
• Project delivery: Improves schedule adherence and issue resolution.
• Scalability: Supports multiple projects across regions and teams.
• Mobility: Allows field teams to access and update information from anywhere.

Learn more

For more information, see the Sage Construction Management help center.