WEBINAR | From Sage 300 CRE to Sage Intacct Construction: When (& WHY) construction companies make the shift

HOSTED By:
Troy Guevara
Event details:
Feb 25, 2026
@ Online
Webinar
SHARE EVENT:
About the event

Is Sage 300 CRE still working for your construction business?

A practical look at when — and why — construction finance teams consider Sage Intacct Construction.

Join Alta Vista for a 30-minute, no-nonsense conversation designed exclusively for Sage 300 CRE customers. This session is built for accounting leaders who want to understand whether their current system is still supporting the business — or quietly holding it back.

Just like a set of plans, no accounting system is perfect. In construction, we’re used to working through incomplete direction, RFIs, and change orders. Over time, many finance teams do the same with their software — building workarounds to compensate for system limitations.

What’s often harder to see is the cumulative impact of those workarounds on visibility, efficiency, and profitability.

In this webinar, we’ll explore how construction accounting teams recognize those limits — and what changes when the system better aligns with how the business actually operates.

Webinar details

📅 Wednesday, February 25

🕑 1:00 PM MT

What this webinar covers

If you’re using Sage 300 CRE today, you may be asking:

  • Is this system still supporting how our business really runs?
  • How do we know when we’ve outgrown Sage 300 — versus just gotten used to it?
  • Do we spend a lot of time managing the workarounds?
  • How do we improve visibility without making our team’s jobs harder?

In this session, we’ll walk through five key areas where construction finance teams most often feel system strain, and how those areas change when firms move from Sage 300 CRE to Sage Intacct Construction:

1. Drill-down capabilities

How easily can you move from high-level financials to job-level detail — without exporting reports or relying on spreadsheets?

2. Importing & exporting data

Where manual data movement slows teams down, increases risk, and limits timely decision-making.

3. Custom fields

How well your system reflects your jobs, contracts, and reporting needs — not a generic chart of accounts.

4. Custom workflows

What changes when approvals, controls, and processes match how work actually gets done.

5. Multi-entity capabilities and consolidations

How easily can we process intercompany transactions and create consolidated reports.

Rather than a feature demo, this discussion focuses on real-world impact: where teams gain clarity, where friction is reduced, and where finance leaders regain confidence in their numbers.

You’ll leave with

  • A clear understanding of what improves — and what truly changes — with Sage Intacct Construction
  • Insight into when it makes sense to consider a transition, and when it may not
  • Practical perspective from professionals who’ve worked inside construction accounting & operations teams — not just implemented systems

Meet the speakers

Troy Guevara

Troy Guevara

Construction Technologist, Alta Vista Technology

As a former construction business owner, estimator, and project manager, Troy now leads Software evaluations for construction firms. He brings hands-on experience and deep knowledge of Construction Software, including Sage’s suite of Construction Software solutions — helping teams assess what truly fits their business.

Tina Rehberg

Tina Rehberg

Intacct CRE Team Lead, Alta Vista Technology

From Assistant Controller to CFO, Tina has spent over 25 years leading accounting teams in construction. A long-time Sage 100 and Sage 300 power user, she understands firsthand what works, what doesn’t, and what changes when firms move to Sage Intacct.

Can’t Attend Live?

Register anyway.  All registrants will receive the on-demand recording after the webinar.

Close

The right foundation for your next stage of growth

Our team of experts is here to help guide you every
step of the way. Let’s start your ERP journey today!